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本帖最后由 细胞海洋 于 2016-1-23 09:51 编辑
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6 f1 n* t1 R( k `目录
: A1 f6 [3 T: g# V免疫治疗引领肿瘤治疗新模式 ...................................................................................................... 4
& Q' s5 y' H1 V; o, s. U抗癌领域新突破 .................................................................................................................. 45 b3 ~# P* C' v3 W
600 亿美元市场空间 ............................................................................................................ 47 G0 B; h6 S, F8 y+ ^" G
免疫检查点的突破——PD-1 ....................................................................................................... 5
7 }! ^7 h# X+ U1 y6 T/ b! pPD-1 单抗——肿瘤免疫治疗的明星 .......................................................................................... 5- N1 y0 ^% M1 E; \& O
PD-1 重磅产品频出 ............................................................................................................. 5
( }7 F6 f, t! x6 g P8 T( \4 J/ L4 k在研PD-1 单抗全面开花 ....................................................................................................... 6
, k; Z3 Z( V& C' U7 [7 a! M# C! RPD-1 临床试验数据——适应人群广泛，效果显著 .......................................................................... 7* W* g8 Q# `# U3 H: h
PD-1 以优秀的临床表现快速斩获非小细胞肺癌适应症 .................................................................... 9
. q. C. U4 G+ O0 [& f* W* b9 Z UPD-1 联用——免疫鸡尾酒疗法引爆行业增长点 ............................................................................ 9
0 ]" E+ ~9 d: }, |3 E: ~9 {5 T6 [# v" wPD-1 市场前景广阔 ........................................................................................................... 10% x; N0 H) F7 d
免疫治疗热门靶点——PD-L1 ................................................................................................... 19
4 q3 `3 G6 B0 Z: ]PD-L1 单抗免疫疗法原理 .................................................................................................... 19
) V+ G* F/ g0 J0 s. n6 Q- YPD-L1 单抗在研情况 .......................................................................................................... 19% h: b p I/ g* t8 S. B
PD-L1 联用——多靶点治疗新选择 ......................................................................................... 196 s8 P. g; q h6 l. k- H/ }* M
PD-L1 未来市场 ............................................................................................................... 20/ c6 |3 A+ d+ k# K! K% [
免疫治疗另一靶点——CTLA-4 .................................................................................................. 21' }! _( I$ ]& d1 z3 B) Z! _
CTLA-4 单抗免疫疗法原理 ................................................................................................... 21
0 l8 R" h( c/ W% D1 i, F" U% ]CTLA-4 单抗已上市产品 ..................................................................................................... 21: k) }9 s( C) t! m: Y( j4 }
CTLA-4 在研产品.............................................................................................................. 22
( S G1 L% j% I1 T$ \- tCTLA-4 的未来，联合用药是出路 .......................................................................................... 236 e j/ i! h2 ^5 I! \
相关公司简介 ........................................................................................................................ 24
& S7 o) C6 V% T/ [8 X3 D, H" k5 ]君实生物 ........................................................................................................................ 243 d8 E! Z! L* A. \ T; F c: m
恒瑞医药（确信买入评级） .................................................................................................. 25
0 ~, o Z3 B _; j) \1 S百时美施贵宝（BMS） ....................................................................................................... 26' u, |9 W/ c5 C3 C7 }% i' N
默克（Merck） ................................................................................................................ 27
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发表于 2016-1-23 09:08
发表于 2016-1-23 19:55
