堪比减肥神药？阿尔茨海默病重大突破即将到来，概念股闻声大涨

格隆汇2023-11-08

美东时间11月6日，据Marketwatch等媒体报告，礼来首席科学官Daniel Skovronsky博士表示，阿尔茨海默病的重大突破即将到来，这种药物将可能成为下一个类似“GLP-1”的热点。根据试验数据，礼来的在研究药物donanemab不仅能减缓疾病发展，还有可能预防阿兹海默症的发作。受此消息影响，阿兹海默概念股涨势喜人，双成药业涨停，新华制药涨8.78%，金凯生科、恩华药业涨超3%。什么...

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A major breakthrough in Alzheimer's disease is coming, and concept stocks have risen sharply","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"301509":0.9,"002262":0.9,"002693":0.9,"000756":0.9,"LLY":0.9},"content_text":"美东时间11月6日，据Marketwatch等媒体报告，礼来首席科学官Daniel Skovronsky博士表示，阿尔茨海默病的重大突破即将到来，这种药物将可能成为下一个类似“GLP-1”的热点。根据试验数据，礼来的在研究药物donanemab不仅能减缓疾病发展，还有可能预防阿兹海默症的发作。受此消息影响，阿兹海默概念股涨势喜人，双成药业涨停，新华制药涨8.78%，金凯生科、恩华药业涨超3%。什么是阿尔茨海默病？阿尔茨海默病，就是俗称的老年痴呆，是一种最常见的导致老年人认知功能障碍的疾病之一，以记忆力下降、失语、失用、失认、视空间功能损害、执行功能减退及人格和行为改变等全面脑功能下降表现为特征。患有老年痴呆的人随着病情的加重，他们的日常生活能力会不断地下降，不认识配偶、子女，穿衣、吃饭等不能自理。老年痴呆患者的平均生存期为5.5年，是继心血管病、脑血管病和癌症之后，严重威胁老年人健康的“第四大杀手”。根据《The China Alzheimer Report 2022》显示，目前中国60岁以上痴呆症患者约为1507万人，占全球痴呆患者约27%的比例，其中阿尔兹海默症（AD）患者约为983万人，血管性痴呆（VD）患者392万，其他痴呆132万患者，阿尔兹海默症是老年痴呆最主要形式。同时老龄化将会加剧人口老龄化使得老年疾病成为突出的社会问题，根据苏州大学公共卫生学院的预测，2030年，我国AD患者人数将突破2000万人，2050年将突破3000万人。来源：Zeinab Breijyeh et.al. Comprehensive Review on Alzheimer’s Disease: Causes and Treatment，Rujing Ren, et al. The China Alzheimer Report 2022，华创证券重大突破即将到来通过对阿尔兹海默症（AD）在研药物进行梳理，截至2023年1月，全球目前有141个药物在进行187项针对AD的临床试验，包括36个药物的55项III期临床、87个药物的99项II期临床、31个药物的33项I期临床。值得一提的是，阿尔兹海默症创新药开发难度较大。1998年-2017年间，全球共150项AD新药研发项目，其中146项开发失败，包括辉瑞/强生的Bapineuzumab和礼来的Solanezumab、罗氏/基因泰克的Gantenerumab等均宣告开发失败。在2021年卫材/渤健的Aducanumab获得FDA批准前，FDA期间批准仅3款药物用于阿尔兹海默症的治疗，分别为2000年诺华的卡巴拉汀、2001年J&J的加兰他敏、2003年艾伯维的美金刚（2014年多奈哌齐+美金刚联用方案获得FDA批准，未统计为创新药）。因此在2021年，美国已近20年无AD新药上市。如果真按礼来首席科学官Daniel Skovronsky博士所说，阿兹海默症的重大突破即将到来，那这种药物可能会成为下一个类似“GLP-1”的热点。此外，礼来的股价还将持续飙升；目前来看，礼来已是全球市值最高的制药公司，总市值超5600亿美元。5月4日，礼来制药曾宣布名为TRAILBLAZER-ALZ 2的三期临床研究获得阳性结果，结果显示donanemab显著减缓了早期阿尔茨海默病患者认知和功能的下降。这也是首个针对阿尔茨海默病的研究药物的三期研究，达到了令人瞩目的结果，可使临床和功能的衰退减缓35%。意味着如果donanemab获得批准，将是早期症状性阿尔茨海默病患者治疗方式的里程碑。礼来也表示，将与美国食品药品监督管理局以及全球其他监管机构合作，推动药物尽快获批。兴业证券指出，阿尔茨海默病相关药物已有显著疗效数据发布，在有效性和安全性上仍有提升空间，在研新药大有可为。过去AD药物研发始终困难重重，近年来随着机制的不断探索，药物临床试验的推进，Aβ相关药物相继有显著疗效的数据披露。方正证券也认为，国内布局AD赛道的药企较少，属于相对高需求、低竞争的蓝海赛道，看好药物研发和诊断产业链将迎来广阔机遇。周超泽预计2025年中国AD诊断市场规模将增长至260.2亿元，年复合增长率为3.7%。老龄化背景下，提前诊断预防AD将成为未来的主旋律，若能够在较低的价格进行精确诊断预防，并与健康体检相结合，使得老龄人群可以每年定期筛查，则中国AD诊断市场规模将有望破千亿。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2381224524"}