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

增至330億美元。盡管同期百時美施貴寶旗?生存期大幅延長：得益于加速批準的藥物，新診斷患者的中位生存期已從1990?更多新藥將會上市：隨著強生、阿斯利康和吉利德-Arcellx推出工程化T細胞(CAR-T)和雙抗等免疫重定向療法，骨髓瘤患者的生報告主要內容：我們利用彭博行業(yè)研究的專有交互式市場規(guī)模測算模型和情景分析工具，并基于詳細的流行病學模型、臨床數(shù)據(jù)評估以及數(shù)據(jù)物市場規(guī)模的增長給出了相關預測。這些工具可通過彭博終端獲利分析師的獨家研究成果包括他們對潛在仿制藥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。骨髓瘤富裕國家的發(fā)病率更高，但這可能是因為這些國家的診斷率更高、診斷能力更強為全球骨髓瘤藥物市場最大的藥企（以銷售額計），但目前面臨仿制藥競爭示，仿制藥對該公司美國市場銷售的侵蝕將在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，強生Tecvayli的銷售不斷增長。我們的情3Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024章節(jié)2.值得關注的催化劑對骨髓瘤藥物而言，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)作為替代終點的情況下。最近，CAR-T期患者的希望。隨著小分子免疫調節(jié)劑來那度胺和泊馬度胺以及蛋白酶體抑場上銷售，而其他三款藥物的加速批準則被撤回，原因分別為副作用(Pe5Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024隨著時間推移，緩解率逐步提高，尤其是使用新型進一步提高了緩解率。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)性骨髓瘤時會考慮許多因素。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)病變疾病相關因素包括經(jīng)過前期治療后的無疾病間隔時間以及是否存在高風險標志物。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患者進入下一個治療線時脫落率較高，尤其是后線治療患者?？漆t(yī)生調查顯示，52%的二線治療患者會轉入三線治療，39%會轉入四線治療。四線治療，潛在原因包括疾病多次復發(fā)導致治療成本較高、復發(fā)患者的治療選擇8Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024進入新治療線時患者進入新治療線時患者的脫落率較高。多發(fā)性骨髓瘤的發(fā)病率呈上升趨勢，不同地區(qū)的發(fā)病率存在差更高，但這可能是因為這些地區(qū)的診斷率更高、診斷能力更強，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注美國、歐洲和日本，因為這些地區(qū)的種族也是一個重要因素。非裔美國人患骨髓瘤的風險是白人的兩倍，但在所有試9Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024財富、種族和性別是重要的風險因素。除了遺傳學外，還有其他三個風險特征：伴髓外病變（腫瘤長在骨Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024較高的治療相關成本給醫(yī)療支付系統(tǒng)帶來了較大負擔，也是阻礙公長緩解期，如果能在早期治療中使用，成本效益或將更高。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競爭須在更長的隨訪期內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)。百時美施貴寶的瑞復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)才能評需要更多數(shù)據(jù)才能評估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Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024mezi和dex治療的緩解率相當。此外，CFT7455聯(lián)合dex方案的3-4級中性粒細胞減少癥發(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)主導地位而基于這一前景，市場普遍預期到2030年，該藥物的Darzalex改變了相關敘事，尤其是在一線治療他藥物聯(lián)合使用，也支持其用于長期治療，包括用于誘導治療后的維持治療。皮Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024MRD作為主要終點。試驗數(shù)據(jù)似乎不夠好），Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Darzalex進行維持治療試驗之前沒有進行二次隨機分組，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為基礎的三聯(lián)療法是標準治效，27%的患者至少達到非常好的部分緩解(VGPR)，9%至少達到完全緩解，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）的療效明顯好CAR-T的早期數(shù)據(jù)來看，它們或將對Carvykti構成威脅。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。正因為如此，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?。┖茈y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能。2026年以后，強Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024向社區(qū)醫(yī)療中心推廣對增長很重要向社區(qū)醫(yī)療中心推廣對增長很重要回患者體內的時間）為79天。隨著產能格(OOS)產品的比例，而這些產品大部分都無法使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胞有關的抗原在CAR-T治療期間，T細胞從患者體內采集之后，會被改造成能夠表達嵌合抗原受體(CAR)的T細胞，以靶向與惡性細胞相關的抗原。該過程包靶向與惡性細胞有關的抗原來源：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。移植前會進行高劑量化療（死亡率<2%且副作用嚴重），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試驗中相比自Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024險可能最大。Talvey靶向骨髓瘤細胞上不同的靶點，因此面臨們的風險/獲益特征更好。這可能會給Tecvayli帶來風險，盡管強生在多發(fā)性骨髓瘤藥物市場的營銷能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（頻率降低的時間更早），并且從第六個月進一步降低至每個月給藥一次），感染可能致命，但通過免疫球蛋白(IVIG)替代療法和其他預防性治療措施可部分Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024通過調整給藥頻率降通過調整給藥頻率降低感染率Forimtamig都具有旨在提高療效的特定設計ABBV-383與CD3結合的親和力它們的抗體結構都有改進，都致力于延長半衰期，支持降低給藥頻率，從Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024根據(jù)一項真實世界研究，在接受Tecvayli術型醫(yī)療中心接受住院治療，以應對這一過程中出現(xiàn)的副作用，之后可以轉到社區(qū)心正在努力解決與CAR-T有關的毒副Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024測試。盡管隨訪期較短，但MajesTEC-2試驗Darzalex+瑞復美+dex更深。要評估在早期治療中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)針對復發(fā)或難治多發(fā)性骨髓瘤患者的一項二期試驗，Belanta和dex(Pd)的臨床獲益，該藥先后退不過，由于28.2個月的隨訪期短于無進展Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024BlenrepBlenrep的罕見重新獲批需要試驗數(shù)據(jù)非常亮眼），另一個重要因素是毒性特征，尤其是眼毒性。由于試驗中患者的給藥頻Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024的相關數(shù)據(jù)顯示，雖然給藥頻率下降確實降低了不良事件的發(fā)生率，但改善似乎率并沒有因為減少Blenrep劑量而下降。我們需要看到的是，DREAMM-8試驗中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%。緩解率會如何隨著時間推移而演變，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)藥患者構成很大的負擔）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)研究的一項調查新顯示，Darzalex在不斷演變的多尤其是在一線和二線治療中。Darzalex在誘導治療后的維持醫(yī)生在Darzalex治療失敗后會使用賽諾菲的Sarclisa?，F(xiàn)在評估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)性骨髓瘤治療領域占主導地位根據(jù)我們的美國和歐洲調查，符合干細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胞，但推遲移植手術的意愿很低，選擇推遲的患者只有20%-30%最終在二線治療中進行了Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024美國學術型醫(yī)療中心和社區(qū)治療中心的醫(yī)生對這一點 Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024根據(jù)彭博行業(yè)研究的調查，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)可能相對穩(wěn)定，維持治療的時間我們的調查顯示，維持治療期間疾病出現(xiàn)進展的患者占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)時間患者治療后處于緩解期的持續(xù)時間彭博行業(yè)研究調查了50名在美國工作的在歐洲，彭博行業(yè)研究調查了50名在英國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)造了機會，盡管在對Darzalex治療無效之后，醫(yī)生可能仍會嘗試使用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個月）相對較長。另一個潛在原因是，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。我們對美國血液腫瘤醫(yī)生的調查結果顯示，二線治療結束后，Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024直到不久之前，CAR-T還僅被批準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我們的調查顯示，只有39%的患者在三線治療結束后會轉入Noportionofthisdocumentmaybereproduced,scannedintoanelectronicsystem,distributed,publiclydisplayedorusedasthebasisofderivativeworkswithoutthepriorwrittenconsentofBloombergFinanceL.P.CopyrightandDisclaimernoticeonpage96appliesthroughout.?BloombergFinanceL.P.2024在歐洲，在結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)我們的歐洲調查，目前在治療后線患者時，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.骨髓瘤藥物市場概要根據(jù)彭博行業(yè)研究的計算，全球骨髓瘤藥物市場每年將增長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)研究模型和市場普遍預期均顯示CD38抗體將成為主流治療藥物我們預計，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