癌症免疫疗法：个性化治疗驱动精准抗癌进一步发展 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the cancer immunotherapy industry. Core Insights - The cancer immunotherapy market is complex and diverse, primarily dominated by global pharmaceutical giants through technological innovation and market positioning, while small biotech companies are rapidly emerging in specific fields. The industry is concentrated in North America, Europe, and the Asia-Pacific region, with high market concentration expected to diversify due to technological advancements and market expansion. Future developments in gene editing and nanotechnology, along with increased mergers and collaborations, will continue to influence market dynamics. Despite current high market concentration, the emergence of new companies and technologies may gradually disrupt the existing landscape [4]. Industry Definition - Cancer immunotherapy is a novel treatment method that stimulates and activates the patient's immune system to combat cancer. It utilizes the immune system to generate or amplify anti-cancer immune responses, effectively identifying and eliminating malignant cells. The primary methods include immune checkpoint inhibitors, adoptive cell therapy, and cancer vaccines [5][6]. Industry Classification - The cancer immunotherapy industry can be classified based on therapy types, including immune checkpoint inhibitors, CAR-T cell therapy, cancer vaccines, and monoclonal antibodies [5]. Industry Characteristics - The industry is characterized by high R&D costs and technical barriers, intense market competition, rapid technological updates, and strict policy support and regulation [7][9]. Development Stages - The development of cancer immunotherapy has gone through four stages: 1. Emergence Stage (1970s-1990s): Marked the beginning of basic research and the approval of early drugs like interferon-alpha. 2. Initiation Stage (2000s-2010s): Witnessed breakthroughs in immune checkpoint inhibitors, expanding clinical applications. 3. Rapid Development Stage (2010s-2020s): Significant advancements in CAR-T cell therapy and the approval of innovative therapies. 4. Maturity Stage (2020s onwards): Cancer immunotherapy has become a crucial part of cancer treatment, with rapid market growth expected to continue [4][10][13]. Market Size - From 2019 to 2023, the market size of the cancer immunotherapy industry grew from 4.891 billion RMB to 21.785 billion RMB, with a compound annual growth rate (CAGR) of 45.28%. It is projected to grow from 29.802 billion RMB to 79.639 billion RMB from 2024 to 2028, with a CAGR of 27.86% [24]. Competitive Landscape - The competitive landscape of the cancer immunotherapy industry is rapidly evolving, with global pharmaceutical giants dominating through strong R&D capabilities and market positioning. However, small biotech companies and startups are emerging by focusing on innovation and rapid response. The industry is characterized by frequent mergers and collaborations, promoting technological and market integration. Despite high current market concentration, the landscape is expected to become more diverse and dynamic with the development of new technologies and the entry of emerging companies [30][31]. Key Players - Leading companies in the first tier include BeiGene, Innovent Biologics, and Hengrui Medicine, which are at the forefront of immune checkpoint inhibitors and CAR-T cell therapies. The second tier includes companies like Eucure Biopharma and Zai Lab, while the third tier consists of companies like Beigene and Rongchang Biotech, which are engaged in cutting-edge research and technology exploration [30][33]. Policy Support - Various governments have introduced supportive policies to promote the development of cancer immunotherapy, such as the FDA's "Breakthrough Therapy Designation" and China's "Priority Review and Approval System," which significantly shorten the approval time for new drugs [9][26].