【文章內(nèi)容簡(jiǎn)介】
約有 600項(xiàng)「準(zhǔn)藥品」進(jìn)入臨床試驗(yàn)階段,更多的新生技藥品將會(huì)陸續(xù)上市。我們預(yù)估 2023年,每?jī)蓚€(gè)上市新藥,就有一個(gè)是生技藥品。27Innovation GAP Getting WiderNew Drug Approvals (NMEs) 28The innovation gap: Biotech and big pharma RD expenditures and new molecular entity approvalsSource:Ernst Young29醫(yī)藥生技產(chǎn)業(yè)的大趨勢(shì)(二)由於醫(yī)藥服務(wù)公司(CRO)的專業(yè)化,更具效率及彈性,大藥廠及生技公司逐漸將內(nèi)部的研發(fā)工作,外包給CRO;「委外代工」。30大藥廠利用授權(quán)產(chǎn)品加強(qiáng)研發(fā)線排名 公司名稱 研發(fā)中之藥品數(shù) 自行開發(fā)之 產(chǎn)品數(shù) 經(jīng)由授權(quán)之 產(chǎn)品數(shù) 授權(quán)產(chǎn)品 之比率1 SanofiAventis 205 139 66 %2 GlaxoSmithKline 181 123 58 %3 Merck Co 158 119 39 %4 HoffmannLa Roche 145 72 73 %5 Novartis 123 66 57 %6 Johnson Johnson 116 65 51 %7 Pfizer 111 69 42 %8 AstraZeneca 108 81 27 %9 Astellas 87 51 36 %10 BristolMyers Squibb 81 50 31 %合計(jì) 1,315 835 480 %31Partnerships between Biotech and big Pharma? 40~50% of pharmaceutical products e from licensing MA in 2023.? More than 65% of pharmaceutical products will result from external RD deals, licensing MA in 2023.32醫(yī)藥生技產(chǎn)業(yè)的大趨勢(shì)(三)若干生技藥品的專利即將過(guò)期。雖然大藥廠努力的在做技術(shù)阻擋(尤其是針對(duì)生技藥品的製造程序),學(xué)名藥的市場(chǎng)勢(shì)必?cái)U(kuò)大,競(jìng)爭(zhēng)之激烈必然可期。33? More than 70 big drugs will lose their patent protection by 2023, causing a collective loss of $100 billion in annual sales. July 30, 2023, Business Week34驢子拼勁354個(gè)臺(tái)灣人36臺(tái)灣人在國(guó)際學(xué)名藥界站一席之地37用下圍棋思維布局未來(lái)五年38醫(yī)藥生技產(chǎn)業(yè)的大趨勢(shì)(四)營(yíng)養(yǎng) /保健食品,預(yù)防及機(jī)能性之生技產(chǎn)品( Nutraceuticals)將會(huì)蓬勃發(fā)展。偽科學(xué)( Pseudo science)的理論與產(chǎn)品,雖已混入市場(chǎng);但是,我們可預(yù)期更多的臨床數(shù)據(jù)會(huì)漸漸的公佈於世,有助於Nutraceuticals產(chǎn)業(yè)的推動(dòng)與發(fā)展 。39Global Nutraceuticals Industry Hits $210 Billion and Then Some40Skin Care Market? Skin care is a growth market? Growth drivers– Nearly 40% of the US population isolder than 45– Trends toward prevention and selfcare? Key productso Antiagingo Cleanserso Moisturizerso Sun careo Hand and body lotionSource: Packaged Facts, 202341面膜42醫(yī)藥生技產(chǎn)業(yè)的大趨勢(shì)(五)診斷與治療間之互動(dòng)更形緊密。Pharmacogenomics將扮演主要角色。以「醫(yī)療資訊個(gè)人化」( Personalized, informationbased approach)來(lái)治療病患將是個(gè)大趨勢(shì)?!?Theranostic era」(診斷/治療合而為一的時(shí)代)已經(jīng)來(lái)臨,應(yīng)用於癌癥治療的領(lǐng)域尤為顯著。43Today’s medicine challenge: One size doesn’t fit all44藥物研發(fā)技術(shù)的演變Natural ProductsSyntheticsrDNAGenomicsBasedPharmacogenomics19001940 19401970 19701990 19902023 2023非專一性 (治療癥狀 ) 系統(tǒng)化 (減少醫(yī)療錯(cuò)誤 ) 個(gè)人化 (疾病預(yù)防 )技術(shù)改革現(xiàn)今的醫(yī)療轉(zhuǎn)譯醫(yī)學(xué)個(gè)人化醫(yī)療第一代診斷試劑數(shù)位影像、資訊整合、臨床基因體資料來(lái)源: IMS Health、 Deutsche Bank;生技中心 ITIS計(jì)畫整理The Promise of Personalized Medicine45ACCORD