医药行业周专题：DNA甲基化助力子宫内膜癌诊治

Industry Investment Rating - The report maintains a "Positive" rating for the pharmaceutical and biotechnology industry [6] Core Views - Endometrial cancer is a significant health burden in China, with the number of cases increasing from 24,300 in 1990 to 77,700 in 2022, ranking among the top 10 cancers in women [9][14] - Approximately 70% of endometrial cancer cases are diagnosed at an early stage with a 5-year survival rate of 95%, but 10-20% are diagnosed with metastasis, resulting in a 5-year survival rate of less than 20% [9][16] - Current screening methods, such as ultrasound, have limitations, particularly in premenopausal women, and there is a pressing need for new, non-invasive screening methods [9][18] - DNA methylation has been proven to have early diagnostic value for endometrial cancer, with 22 DNA methylation detection kits approved in China by November 2024 for various cancers, including endometrial cancer [9][21] - DNA methylation screening, using cervical or uterine brushes, is non-invasive and easy to implement, making it a promising tool for early detection [9][28] Investment Recommendations and Targets - Companies actively developing innovative products in the field of DNA methylation for endometrial cancer screening are recommended for attention, including Eddie Biotech (300685, Overweight), Shuoshi Biotech (688399, Overweight), and Kaipu Biotech (300639, Not Rated) [9][30] Directory Summary 1. Endometrial Cancer Disease Burden and Unmet Screening Needs - The incidence of endometrial cancer in China has risen significantly, with 77,700 cases in 2022, highlighting the need for early screening [14][16] - Current screening methods, such as ultrasound, are limited in effectiveness, especially for premenopausal women [18][19] 2. DNA Methylation as a Mature Tool for Endometrial Cancer Diagnosis and Treatment - DNA methylation is an emerging screening method with applications in multiple cancers, including endometrial cancer [21] - By November 2024, 22 DNA methylation detection kits had been approved in China for cancers such as colorectal, bladder, and liver cancer [21][22] - Research has confirmed the diagnostic value of DNA methylation for endometrial cancer, with specific genes (BHLHE22, CDO1, and CELF4) showing high sensitivity and specificity [26][28] 3. Investment Recommendations and Targets - The report recommends focusing on companies developing innovative DNA methylation-based products for endometrial cancer screening, such as Eddie Biotech, Shuoshi Biotech, and Kaipu Biotech [30]