骨髓瘤展望：2024年革新療法或推動(dòng)2030年全球骨髓瘤藥物市場(chǎng)規(guī)模增至330億美元

增至330億美元。盡管同期百時(shí)美施貴寶旗?生存期大幅延長(zhǎng)：得益于加速批準(zhǔn)的藥物，新診斷患者的中位生存期已從1990?更多新藥將會(huì)上市：隨著強(qiáng)生、阿斯利康和吉利德-Arcellx推出工程化T細(xì)胞(CAR-T)和雙抗等免疫重定向療法，骨髓瘤患者的生報(bào)告主要內(nèi)容：我們利用彭博行業(yè)研究的專有交互式市場(chǎng)規(guī)模測(cè)算模型和情景分析工具，并基于詳細(xì)的流行病學(xué)模型、臨床數(shù)據(jù)評(píng)估以及數(shù)據(jù)物市場(chǎng)規(guī)模的增長(zhǎng)給出了相關(guān)預(yù)測(cè)。這些工具可通過彭博終端獲利分析師的獨(dú)家研究成果包括他們對(duì)潛在仿制藥1Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024234章節(jié)8.分析師聯(lián)系方式：SamFazeliAudeGerspachermfazeli@agerspacher@+44—20-35250457+1-212-617-30682Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024中就有9.7人罹患多發(fā)性骨髓瘤。骨髓瘤富裕國(guó)家的發(fā)病率更高，但這可能是因?yàn)檫@些國(guó)家的診斷率更高、診斷能力更強(qiáng)為全球骨髓瘤藥物市場(chǎng)最大的藥企（以銷售額計(jì)），但目前面臨仿制藥競(jìng)爭(zhēng)示，仿制藥對(duì)該公司美國(guó)市場(chǎng)銷售的侵蝕將在Abecma，因此更受歡迎。但我們的分析顯示著以及CAR-T療法不容易獲取，強(qiáng)生Tecvayli的銷售不斷增長(zhǎng)。我們的情3Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)2.值得關(guān)注的催化劑對(duì)骨髓瘤藥物而言，最重要的短期臨床催化劑將是今年待公布的以下臨床試驗(yàn)數(shù)?2024年下半年：吉利4Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.202420年來治療效果首次出現(xiàn)重大變化疾病概述小殘留病灶(MRD)作為替代終點(diǎn)的情況下。最近，CAR-T期患者的希望。隨著小分子免疫調(diào)節(jié)劑來那度胺和泊馬度胺以及蛋白酶體抑場(chǎng)上銷售，而其他三款藥物的加速批準(zhǔn)則被撤回，原因分別為副作用(Pe5Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024隨著時(shí)間推移，緩解率逐步提高，尤其是使用新型進(jìn)一步提高了緩解率。近期獲批的雙特異性抗體將緩解率（Carvykti和Abecma）將6Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024醫(yī)生在治療多發(fā)性骨髓瘤時(shí)會(huì)考慮許多因素。新診斷患者的件。除了患者的年齡和身體狀況外，醫(yī)生還必須考慮合并癥。例如，周圍神經(jīng)病變疾病相關(guān)因素包括經(jīng)過前期治療后的無疾病間隔時(shí)間以及是否存在高風(fēng)險(xiǎn)標(biāo)志物。少線的治療，以及是否某種藥物的治療無效，7Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024患者進(jìn)入下一個(gè)治療線時(shí)脫落率較高，尤其是后線治療患者?？漆t(yī)生調(diào)查顯示，52%的二線治療患者會(huì)轉(zhuǎn)入三線治療，39%會(huì)轉(zhuǎn)入四線治療。四線治療，潛在原因包括疾病多次復(fù)發(fā)導(dǎo)致治療成本較高、復(fù)發(fā)患者的治療選擇8Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024進(jìn)入新治療線時(shí)患者進(jìn)入新治療線時(shí)患者的脫落率較高。多發(fā)性骨髓瘤的發(fā)病率呈上升趨勢(shì)，不同地區(qū)的發(fā)病率存在差更高，但這可能是因?yàn)檫@些地區(qū)的診斷率更高、診斷能力更強(qiáng)，而且患者還可使用博行業(yè)研究的全球多發(fā)性骨髓瘤模型主要關(guān)注美國(guó)、歐洲和日本，因?yàn)檫@些地區(qū)的種族也是一個(gè)重要因素。非裔美國(guó)人患骨髓瘤的風(fēng)險(xiǎn)是白人的兩倍，但在所有試9Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024財(cái)富、種族和性別是重要的風(fēng)險(xiǎn)因素。除了遺傳學(xué)外，還有其他三個(gè)風(fēng)險(xiǎn)特征：伴髓外病變（腫瘤長(zhǎng)在骨Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024較高的治療相關(guān)成本給醫(yī)療支付系統(tǒng)帶來了較大負(fù)擔(dān)，也是阻礙公長(zhǎng)緩解期，如果能在早期治療中使用，成本效益或?qū)⒏?。然而Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)4.CELMoD藥物需要更多數(shù)據(jù)但隨著來那度胺仿制藥變得越來越便宜，需要有更多數(shù)據(jù)才能提高它們的市場(chǎng)競(jìng)爭(zhēng)須在更長(zhǎng)的隨訪期內(nèi)顯示出更好的緩解深度并能提供維持治療期間的安全性數(shù)據(jù)。百時(shí)美施貴寶的瑞復(fù)美和泊馬度胺被廣泛用于治療多發(fā)性骨髓瘤，的顯著提升。但公司面臨這兩種免疫調(diào)節(jié)劑(IMiD)的抗的患者可以考慮Mezi。然而，由于83%Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Iber維持治療之后，緩解深度有所改善。然而，雖Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024需要更多數(shù)據(jù)才能評(píng)需要更多數(shù)據(jù)才能評(píng)估iber相比來那度胺的療效是否有改善。來源：彭博行業(yè)研究維持治療。其中的道理在于，CELMoD既能通過誘導(dǎo)Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024mezi和dex治療的緩解率相當(dāng)。此外，CFT7455聯(lián)合dex方案的3-4級(jí)中性粒細(xì)胞減少癥發(fā)生率較Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)5.Darzalex繼續(xù)占據(jù)主導(dǎo)地位而基于這一前景，市場(chǎng)普遍預(yù)期到2030年，該藥物的Darzalex改變了相關(guān)敘事，尤其是在一線治療他藥物聯(lián)合使用，也支持其用于長(zhǎng)期治療，包括用于誘導(dǎo)治療后的維持治療。皮Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024MRD作為主要終點(diǎn)。試驗(yàn)數(shù)據(jù)似乎不夠好），Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Darzalex進(jìn)行維持治療試驗(yàn)之前沒有進(jìn)行二次隨機(jī)分組，而Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Darzalex與泊馬度胺和dex聯(lián)Isa-Pd組進(jìn)行比較。鑒于療效門檻較高且獲取方便，Darzalex和Sarclisa在二線治療中的使Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024以以Darzalex為基礎(chǔ)的三聯(lián)療法是標(biāo)準(zhǔn)治效，27%的患者至少達(dá)到非常好的部分緩解(VGPR)，9%至少達(dá)到完全緩解，療效好于SIRIUS和Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024``Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)6.CAR-T治療骨髓瘤的革新療法Carvykti（獲得傳奇生物授權(quán)）的療效明顯好CAR-T的早期數(shù)據(jù)來看，它們或?qū)?duì)Carvykti構(gòu)成威脅。這兩款藥物似Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024CAR-TCAR-T治療革命正在進(jìn)行中胺、硼替佐米和dex(PVd)，但考慮到來那度藥方案都不理想。正因?yàn)槿绱?，Cartitude-4患者），Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Carvykti（2022年2月）和Abecma（2021年3月）首次獲批是針對(duì)既往接受Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024于比較罕見，遲發(fā)性神經(jīng)毒性（如帕金森病）很難比較，發(fā)病原因仍不清楚。Anito-cel和GC012F都能、新增兩座工廠以及利用諾華的剩余產(chǎn)能。2026年以后，強(qiáng)Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024向社區(qū)醫(yī)療中心推廣對(duì)增長(zhǎng)很重要向社區(qū)醫(yī)療中心推廣對(duì)增長(zhǎng)很重要回患者體內(nèi)的時(shí)間）為79天。隨著產(chǎn)能格(OOS)產(chǎn)品的比例，而這些產(chǎn)品大部分都無法使Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024創(chuàng)造條件。在血液成分單采和淋巴細(xì)胞清除來源：NatureReviewsImmunology第22卷，第85-96頁（2022年）），Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024來源：Poseida公司演示材料靶向與惡性細(xì)胞有關(guān)的抗原在CAR-T治療期間，T細(xì)胞從患者體內(nèi)采集之后，會(huì)被改造成能夠表達(dá)嵌合抗原受體(CAR)的T細(xì)胞，以靶向與惡性細(xì)胞相關(guān)的抗原。該過程包靶向與惡性細(xì)胞有關(guān)的抗原來源：CancerGeneTherapy（2024年）CAR-T還旨在顛覆多發(fā)性骨髓瘤一線治療的格局；目前移植。移植前會(huì)進(jìn)行高劑量化療（死亡率<2%且副作用嚴(yán)重），因此許多患者都選擇Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024真正將帶來顯著變化的是，Cartitude-6試驗(yàn)中相比自Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024險(xiǎn)可能最大。Talvey靶向骨髓瘤細(xì)胞上不同的靶點(diǎn)，因此面臨們的風(fēng)險(xiǎn)/獲益特征更好。這可能會(huì)給Tecvayli帶來風(fēng)險(xiǎn)，盡管強(qiáng)生在多發(fā)性骨髓瘤藥物市場(chǎng)的營(yíng)銷能Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024雙抗藥物銷售額將隨雙抗藥物銷售額將隨著療效改善而激增Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024來源：彭博行業(yè)研究Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024一次（頻率降低的時(shí)間更早），并且從第六個(gè)月進(jìn)一步降低至每個(gè)月給藥一次），感染可能致命，但通過免疫球蛋白(IVIG)替代療法和其他預(yù)防性治療措施可部分Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024通過調(diào)整給藥頻率降通過調(diào)整給藥頻率降低感染率Forimtamig都具有旨在提高療效的特定設(shè)計(jì)ABBV-383與CD3結(jié)合的親和力它們的抗體結(jié)構(gòu)都有改進(jìn)，都致力于延長(zhǎng)半衰期，支持降低給藥頻率，從Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024根據(jù)一項(xiàng)真實(shí)世界研究，在接受Tecvayli術(shù)型醫(yī)療中心接受住院治療，以應(yīng)對(duì)這一過程中出現(xiàn)的副作用，之后可以轉(zhuǎn)到社區(qū)心正在努力解決與CAR-T有關(guān)的毒副Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024測(cè)試。盡管隨訪期較短，但MajesTEC-2試驗(yàn)Darzalex+瑞復(fù)美+dex更深。要評(píng)估在早期治療中TecvayNoportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024來源：彭博行業(yè)研究Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)8.用于多發(fā)性骨髓瘤治療的抗體藥物偶聯(lián)物根據(jù)針對(duì)復(fù)發(fā)或難治多發(fā)性骨髓瘤患者的一項(xiàng)二期試驗(yàn)，Belanta和dex(Pd)的臨床獲益，該藥先后退不過，由于28.2個(gè)月的隨訪期短于無進(jìn)展Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024BlenrepBlenrep的罕見重新獲批需要試驗(yàn)數(shù)據(jù)非常亮眼），另一個(gè)重要因素是毒性特征，尤其是眼毒性。由于試驗(yàn)中患者的給藥頻Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024的相關(guān)數(shù)據(jù)顯示，雖然給藥頻率下降確實(shí)降低了不良事件的發(fā)生率，但改善似乎率并沒有因?yàn)闇p少Blenrep劑量而下降。我們需要看到的是，DREAMM-8試驗(yàn)中3/Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024總緩解率為30%-40%。緩解率會(huì)如何隨著時(shí)間推移而演變，Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.20248.3抗體藥物偶聯(lián)物的研發(fā)管線既不擁擠、也不豐富在開發(fā)中。另一款值得關(guān)注的抗體藥物偶聯(lián)物是阿斯利康的AZD0305（由禮新醫(yī)藥患者構(gòu)成很大的負(fù)擔(dān)）等雙抗相比，該藥物的副作用特征如何。Sorr抗體藥物偶聯(lián)物通過將與其偶聯(lián)的化療有效載荷集中在腫瘤部位，從而降低毒副Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024彭博行業(yè)研究的一項(xiàng)調(diào)查新顯示，Darzalex在不斷演變的多尤其是在一線和二線治療中。Darzalex在誘導(dǎo)治療后的維持醫(yī)生在Darzalex治療失敗后會(huì)使用賽諾菲的Sarclisa。現(xiàn)在評(píng)估CAR-T在早期治療和歐洲患者中近40%已在一線治療中接受四聯(lián)療法。此外，Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024DarzalexDarzalex在不斷演變的多發(fā)性骨髓瘤治療領(lǐng)域占主導(dǎo)地位根據(jù)我們的美國(guó)和歐洲調(diào)查，符合干細(xì)胞移植條件的新診斷患者比例分別為45夠健康，能夠承受移植前的高劑量化療。許多患者選擇采集干細(xì)胞，但推遲移植手術(shù)的意愿很低，選擇推遲的患者只有20%-30%最終在二線治療中進(jìn)行了Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024美國(guó)學(xué)術(shù)型醫(yī)療中心和社區(qū)治療中心的醫(yī)生對(duì)這一點(diǎn) Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024根據(jù)彭博行業(yè)研究的調(diào)查，一線維持治療后的無治深度出現(xiàn)改善。這表明最初幾年新診斷患者的狀態(tài)可能相對(duì)穩(wěn)定，維持治療的時(shí)間我們的調(diào)查顯示，維持治療期間疾病出現(xiàn)進(jìn)展的患者占30%Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Darzalex是多發(fā)性骨髓瘤二線治療的主要用藥Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024患者治療后處于緩解期的持續(xù)時(shí)間患者治療后處于緩解期的持續(xù)時(shí)間彭博行業(yè)研究調(diào)查了50名在美國(guó)工作的在歐洲，彭博行業(yè)研究調(diào)查了50名在英國(guó)Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024加，但與雙抗藥物相比，后勤和成本仍是阻礙這兩種這給新療法創(chuàng)造了機(jī)會(huì)，盡管在對(duì)Darzalex治療無效之后，醫(yī)生可能仍會(huì)嘗試使用Sarclisa。雖然這Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024來看，50%的患者仍將在三線治療中使用CD個(gè)月）相對(duì)較長(zhǎng)。另一個(gè)潛在原因是，在CARNoportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024歐洲的醫(yī)生更傾向于歐洲的醫(yī)生更傾向于改用Sarclisa。我們對(duì)美國(guó)血液腫瘤醫(yī)生的調(diào)查結(jié)果顯示，二線治療結(jié)束后，Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024直到不久之前，CAR-T還僅被批準(zhǔn)用于既往接受四線示，43%的三線治療患者將接受CAR-T療法（即Abecma和CaNoportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024我們的調(diào)查顯示，只有39%的患者在三線治療結(jié)束后會(huì)轉(zhuǎn)入Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024在歐洲，在結(jié)束三線治療后的骨髓瘤患者中，4Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024根據(jù)我們的歐洲調(diào)查，目前在治療后線患者時(shí)，血液腫瘤醫(yī)生使用的治療方案Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)11.骨髓瘤藥物市場(chǎng)概要根據(jù)彭博行業(yè)研究的計(jì)算，全球骨髓瘤藥物市場(chǎng)每年將增長(zhǎng)5.2%，2030年規(guī)模Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024彭博行業(yè)研究模型和彭博行業(yè)研究模型和市場(chǎng)普遍預(yù)期均顯示CD38抗體將成為主流治療藥物我們預(yù)計(jì)，隨著四聯(lián)療法和三聯(lián)療法的普及，Darzalex在Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024