暗流涌动:GRAIL股价因FDA会议文件公布而飙升

投资观察
Sep 22

周一,GRAIL公司股价大幅攀升34%,此轮涨势源于美国食品药品监督管理局(FDA)在周四顾问委员会会议前夕发布了一系列文件。这些文件将对FDA是否批准该公司研发的多癌种血液检测产品起到决定性作用。

Galleri检测技术的原理在于捕捉肿瘤脱落至血液中的DNA所携带的化学标记。该检测不仅能提示癌症信号的存在,还能预判癌症所处的器官位置。自2021年起,GRAIL便以处方形式销售此产品,但FDA至今尚未批准任何一款用于筛查多种癌症的检测手段。

在一项囊括逾2.5万名美国成年人的研究中,Galleri对健康人群的误报率为0.15%。然而,该检测对多数癌症病例未能及时发现。无论是上述美国研究,还是在涉及约14.2万人的英国试验中,Galleri仅能捕捉到约三分之一在一年内确诊的癌症病例。在英国试验里,对于最早期的I期癌症,其检出率仅为14%。FDA已就此向顾问专家征询意见,核心问题在于:这些数据是否足以支撑将Galleri定性为"早期检测"工具?

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