默沙东公司高管近日表示，其明星抗癌药Keytruda面临专利独占权到期的影响，更类似于"缓坡而非断崖式"的冲击。该高管预测，在经历短暂的销售小幅下滑后，这款重磅药物将很快重回强劲增长轨道。
这一比喻形象地描绘了Keytruda在专利保护期满后的发展轨迹。与市场对生物类似药冲击的普遍担忧不同，默沙东管理层展现出对产品生命周期管理的信心。他们预计销售额仅会出现温和回调，随后便能凭借市场拓展和适应症扩大实现复苏。
业内分析指出，Keytruda作为全球最畅销的PD-1抑制剂，其市场地位短期内难以被完全替代。即便面临专利到期，该药物在多个癌种治疗指南中的核心地位，以及默沙东建立的完善市场体系，都将为业绩提供有力支撑。
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