认知颠覆战,当Alnylam逼近4000亿

氨基观察
01 Aug

氨基观察-创新药组原创出品作者 | 武月RNAi疗法的商业奇迹,正在颠覆制药巨头的商业化霸权逻辑。Alnylam的RNAi疗法Amvuttra在针对转甲状腺蛋白介导的淀粉样心肌病(ATTR-CM)的新适应症获批后的首个季度,销售额直接起飞,达到4.92亿美元,同比增长114%,更是远超过分析师约3.65亿美元的预期。原本在市场预期中,Amvuttra与辉瑞的tafamidis疗效相差并不大,前者年...

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