691 lines
35 KiB
HTML
691 lines
35 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>阿尔茨海默症概念分析报告</title>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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.timeline-item {
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padding-left: 24px;
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="mb-10 text-center">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">阿尔茨海默症概念分析</h1>
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<div class="w-24 h-1 bg-purple-600 mx-auto mb-6"></div>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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从"无药可治"到"靶向治疗+早筛早诊"的基本面驱动阶段，技术突破与政策催化形成闭环
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</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 overflow-hidden">
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<div class="gradient-bg p-1">
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<div class="bg-white p-6 rounded-lg">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-purple-50 p-5 rounded-lg border border-purple-100">
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<h3 class="font-semibold text-purple-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">AD概念已从"无药可治"进入<strong class="text-purple-700">靶向治疗+早筛早诊</strong>的<strong class="text-purple-700">基本面驱动阶段</strong>，技术突破和政策催化形成闭环。</p>
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</div>
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<div class="bg-blue-50 p-5 rounded-lg border border-blue-100">
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<h3 class="font-semibold text-blue-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700"><strong class="text-blue-700">药物商业化落地</strong>（仑卡奈单抗、多奈单抗）叠加<strong class="text-blue-700">诊断技术革命</strong>（血液检测替代PET），推动产业链从"概念"到"订单"验证。</p>
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</div>
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<div class="bg-green-50 p-5 rounded-lg border border-green-100">
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<h3 class="font-semibold text-green-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">2030年中国AD诊疗市场规模预计超<strong class="text-green-700">300亿元</strong>（药物+诊断），血液检测渗透率有望从<strong class="text-green-700">0%</strong>提升至<strong class="text-green-700">80%</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-blue-800">2023年7月</h3>
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<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">药物突破</span>
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</div>
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<p class="text-gray-700 mt-2">FDA完全批准<strong>仑卡奈单抗（Leqembi）</strong>，首个针对Aβ的AD单抗药物，临床显示<strong>CDR-SB评分下降减缓27%</strong>。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-purple-800">2024年1月</h3>
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<span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded-full">国内上市</span>
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</div>
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<p class="text-gray-700 mt-2">仑卡奈单抗在中国获批，定价<strong>2508元/瓶</strong>，年治疗费用约<strong>18万元</strong>。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-indigo-50 p-4 rounded-lg border-l-4 border-indigo-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-indigo-800">2024年7月</h3>
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<span class="bg-indigo-100 text-indigo-800 text-xs px-2 py-1 rounded-full">新药批准</span>
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</div>
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<p class="text-gray-700 mt-2">FDA批准<strong>多奈单抗（Donanemab）</strong>，疗效更优（CDR-SB下降减缓35%）。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-pink-50 p-4 rounded-lg border-l-4 border-pink-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-pink-800">2024年8月</h3>
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<span class="bg-pink-100 text-pink-800 text-xs px-2 py-1 rounded-full">国内进展</span>
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</div>
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<p class="text-gray-700 mt-2">通化金马<strong>琥珀八氢氨吖啶片</strong>（新型胆碱酯酶抑制剂）申报上市，III期数据显著优于多奈哌齐。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-green-800">2024年10月</h3>
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<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">诊断突破</span>
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</div>
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<p class="text-gray-700 mt-2">国家卫健委将<strong>血液标志物检测</strong>（如p-tau217）纳入AD诊断指南，推动早筛普及。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
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<div class="flex flex-wrap justify-between items-start">
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<h3 class="font-bold text-yellow-800">2025年5月</h3>
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<span class="bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded-full">全球首创</span>
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</div>
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<p class="text-gray-700 mt-2">FDA批准全球首个<strong>AD血液检测技术</strong>（Fujirebio的Lumipulse），可替代PET/CSF。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-5 rounded-lg border border-blue-100">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-flask"></i>
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</div>
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<h4 class="font-bold text-blue-800">技术突破</h4>
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</div>
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<ul class="text-gray-700 space-y-2">
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<li><strong>药物端</strong>：Aβ单抗延缓认知衰退<strong>27%-35%</strong></li>
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<li><strong>诊断端</strong>：血液标志物灵敏度<strong>90%</strong>，成本仅为PET的<strong>1/10</strong></li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-5 rounded-lg border border-purple-100">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-landmark"></i>
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</div>
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<h4 class="font-bold text-purple-800">政策催化</h4>
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</div>
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<ul class="text-gray-700 space-y-2">
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<li>国家卫健委<strong>老年痴呆防治促进行动</strong></li>
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<li>血液检测纳入<strong>医保乙类</strong>（江苏/河北已试点）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-teal-50 p-5 rounded-lg border border-green-100">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-green-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-users"></i>
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</div>
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<h4 class="font-bold text-green-800">需求爆发</h4>
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</div>
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<ul class="text-gray-700 space-y-2">
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<li><strong>患者基数</strong>：2050年预计达<strong>2765万</strong></li>
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<li><strong>支付能力</strong>：医保谈判预期降价至<strong>5-8万元/年</strong></li>
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</ul>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
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<div class="bg-gray-50 p-5 rounded-lg">
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<div class="flex flex-wrap items-center mb-4">
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<div class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full mr-3 mb-2">
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<i class="fas fa-chart-line mr-1"></i> 研报密集度
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</div>
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<p class="text-gray-700">2024年Q3-Q4，<strong>15篇</strong>深度报告聚焦AD（vs 2023年全年仅5篇）</p>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
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<div class="bg-green-50 p-4 rounded-lg border border-green-200">
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<h4 class="font-bold text-green-800 mb-2 flex items-center">
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<i class="fas fa-smile text-green-600 mr-2"></i>乐观派
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</h4>
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<p class="text-gray-700">认为血液检测将复制<strong>HPV筛查</strong>路径（渗透率从0→80%）</p>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg border border-yellow-200">
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<h4 class="font-bold text-yellow-800 mb-2 flex items-center">
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<i class="fas fa-meh text-yellow-600 mr-2"></i>谨慎派
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</h4>
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<p class="text-gray-700">担忧单抗药物<strong>ARIA副作用</strong>（脑水肿发生率<strong>12.6%</strong>）限制放量</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">预期差分析</h3>
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<div class="bg-gradient-to-r from-purple-50 to-indigo-50 p-5 rounded-lg border border-purple-200">
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<div class="mb-4">
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<h4 class="font-bold text-purple-800 mb-2">市场忽略点</h4>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-white p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-pills text-purple-600 mr-2"></i>
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<h5 class="font-semibold text-gray-800">中药协同</h5>
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</div>
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<p class="text-gray-700">中西医结合方案可<strong>提升有效率25.6%</strong>，延长用药周期</p>
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</div>
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<div class="bg-white p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-microscope text-purple-600 mr-2"></i>
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<h5 class="font-semibold text-gray-800">诊断闭环</h5>
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</div>
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<p class="text-gray-700">药物获批倒逼<strong>PET/血液检测</strong>需求，但<strong>基层医院缺设备</strong></p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4 flex items-center">
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<span class="bg-red-100 text-red-800 w-8 h-8 rounded-full flex items-center justify-center mr-2">近</span>
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近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-red-800">2024Q4</h4>
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<p class="text-gray-700">通化金马<strong>琥珀八氢氨吖啶片</strong>获批（III期数据显著优于多奈哌齐）</p>
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</div>
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</div>
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</div>
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<div class="bg-orange-50 p-4 rounded-lg border-l-4 border-orange-500">
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<div class="flex items-start">
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<div class="bg-orange-100 text-orange-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-orange-800">2025Q1</h4>
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<p class="text-gray-700">诺唯赞<strong>血液检测试剂盒</strong>进入<strong>医保谈判目录</strong>（已获12省收费编码）</p>
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</div>
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</div>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
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<div class="flex items-start">
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<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-yellow-800">2025Q2</h4>
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<p class="text-gray-700">东诚药业<strong>APN-1607（Tau-PET）</strong>获批，填补国内空白</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4 flex items-center">
|
||
<span class="bg-blue-100 text-blue-800 w-8 h-8 rounded-full flex items-center justify-center mr-2">远</span>
|
||
长期路径（2025-2030）
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-hourglass-half text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-blue-800">2025-2026</h4>
|
||
<p class="text-gray-700">血液检测<strong>替代PET成为早筛金标准</strong>，渗透率从<strong>5%→50%</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-indigo-50 p-4 rounded-lg border-l-4 border-indigo-500">
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-hourglass-half text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-indigo-800">2027-2028</h4>
|
||
<p class="text-gray-700">单抗药物<strong>医保降价至5万元/年</strong>，患者渗透率从<strong>1%→10%</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-hourglass-half text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-purple-800">2029-2030</h4>
|
||
<p class="text-gray-700"><strong>多靶点药物</strong>（Aβ+Tau联合疗法）上市，市场规模突破<strong>300亿元</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-green-500 mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||
<div class="bg-gradient-to-br from-gray-50 to-blue-50 p-6 rounded-lg">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="text-center">
|
||
<div class="bg-blue-100 text-blue-800 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
|
||
<i class="fas fa-industry text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-blue-800 mb-3">上游</h4>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<p class="text-gray-700">原料药（华海药业）</p>
|
||
<p class="text-gray-700">检测设备（联影医疗）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-purple-100 text-purple-800 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
|
||
<i class="fas fa-cogs text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-purple-800 mb-3">中游</h4>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<p class="text-gray-700 font-semibold mb-2">药物</p>
|
||
<p class="text-gray-700 text-sm">恒瑞医药（SHR-1707单抗）</p>
|
||
<p class="text-gray-700 text-sm">通化金马（琥珀八氢氨吖啶）</p>
|
||
<p class="text-gray-700 font-semibold mt-3 mb-2">诊断</p>
|
||
<p class="text-gray-700 text-sm">诺唯赞（血液检测）</p>
|
||
<p class="text-gray-700 text-sm">东诚药业（PET示踪剂）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-100 text-green-800 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
|
||
<i class="fas fa-store text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-green-800 mb-3">下游</h4>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<p class="text-gray-700">金域医学（第三方检测）</p>
|
||
<p class="text-gray-700">平安好医生（线上早筛）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">业务进展</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">恒瑞医药</td>
|
||
<td class="py-3 px-4 text-gray-700">SHR-1707单抗<strong>Ib期临床</strong>，国内进度最快</td>
|
||
<td class="py-3 px-4 text-gray-700">管线最全（肿瘤+神经退行性疾病）</td>
|
||
<td class="py-3 px-4 text-gray-700">临床数据不及预期</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">通化金马</td>
|
||
<td class="py-3 px-4 text-gray-700">琥珀八氢氨吖啶片<strong>NDA已受理</strong>，III期疗效<strong>优于多奈哌齐</strong></td>
|
||
<td class="py-3 px-4 text-gray-700">中药协同+医保降价预期</td>
|
||
<td class="py-3 px-4 text-gray-700">集采降价压力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">诺唯赞</td>
|
||
<td class="py-3 px-4 text-gray-700">血液检测试剂盒<strong>已获12省收费编码</strong>，灵敏度<strong>90%</strong></td>
|
||
<td class="py-3 px-4 text-gray-700">技术领先（单分子免疫）+渠道下沉</td>
|
||
<td class="py-3 px-4 text-gray-700">竞争加剧（亚辉龙、热景生物）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">东诚药业</td>
|
||
<td class="py-3 px-4 text-gray-700">APN-1607（Tau-PET）<strong>III期完成</strong>，国内唯一</td>
|
||
<td class="py-3 px-4 text-gray-700">核药平台稀缺性</td>
|
||
<td class="py-3 px-4 text-gray-700">设备普及度低</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 p-5 rounded-lg border border-green-200">
|
||
<h4 class="font-bold text-green-800 mb-3 flex items-center">
|
||
<i class="fas fa-check-circle text-green-600 mr-2"></i>数据印证
|
||
</h4>
|
||
<ul class="text-gray-700 space-y-2">
|
||
<li>仑卡奈单抗2024年Q2中国销售额<strong>0.41亿美元</strong>（卫材财报），验证<strong>支付能力</strong></li>
|
||
<li>诺唯赞检测试剂盒<strong>毛利率80%</strong>（路演数据），验证<strong>盈利模型</strong></li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-red-50 p-5 rounded-lg border border-red-200">
|
||
<h4 class="font-bold text-red-800 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-2"></i>风险信号
|
||
</h4>
|
||
<ul class="text-gray-700 space-y-2">
|
||
<li>先声药业<strong>终止AD药物研发</strong>（2025年6月），提示<strong>靶点选择风险</strong></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-shield-alt text-yellow-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-red-50 p-5 rounded-lg border border-red-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-red-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-microscope"></i>
|
||
</div>
|
||
<h3 class="font-bold text-red-800">技术风险</h3>
|
||
</div>
|
||
<ul class="text-gray-700 space-y-2">
|
||
<li><strong>血液检测标准化不足</strong>：不同公司p-tau217检测结果差异<strong>>20%</strong>（需多中心验证）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 p-5 rounded-lg border border-orange-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-orange-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-shopping-cart"></i>
|
||
</div>
|
||
<h3 class="font-bold text-orange-800">商业化风险</h3>
|
||
</div>
|
||
<ul class="text-gray-700 space-y-2">
|
||
<li><strong>单抗药物依从性</strong>：需<strong>每两周静脉注射</strong>，患者脱落率<strong>30%</strong>（礼来数据）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 p-5 rounded-lg border border-yellow-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-yellow-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-balance-scale"></i>
|
||
</div>
|
||
<h3 class="font-bold text-yellow-800">政策风险</h3>
|
||
</div>
|
||
<ul class="text-gray-700 space-y-2">
|
||
<li><strong>医保谈判降价</strong>：仑卡奈单抗若纳入医保，价格或降至<strong>5万元/年</strong>（降幅<strong>70%</strong>）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-indigo-500 mr-3"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">金域医学</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">诺唯赞</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">热景生物</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">亚辉龙</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">北陆药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">东诚药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">诊断材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">通化金马</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">复星医药</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">恒瑞医药</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">新华制药</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">康恩贝</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
||
</tr>
|
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<tr class="bg-gray-50">
|
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<td class="py-3 px-4 font-medium text-gray-900">海正药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">治疗药物</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">卫材中国预计其治疗早期阿尔茨海默症药物将于今年下半年在中国上市，但诊断不足等因素影响首批患者数量有限</td>
|
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