2025年中国医疗大健康行业调研简报-20251126

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The cell therapy industry is a precision medicine strategy that involves the infusion of modified or expanded cells to treat diseases or repair tissues, leveraging the inherent functions and plasticity of cells to intervene in disease mechanisms [2] - Immune cell therapy is categorized into two main systems: immune cell therapy and stem cell therapy, with CAR-T, TCR-T, and NK cell therapies being the core focus due to their advanced technology and dense global research pipelines [3] Summary by Sections Cell Therapy Logic - Cell therapy involves using autologous or allogeneic cell materials that are modified and reintroduced into patients to combat diseases or repair tissues [2] Immune Cell Therapy Classification - Immune cell therapy is divided into CAR-T therapy, TCR-T therapy, and NK cell therapy, among others, with CAR-T therapy being the most prominent due to its technological maturity and extensive research pipeline [3] CAR-T Therapy Advantages - CAR-T therapy allows T cells to recognize and eliminate tumor cells without being restricted by MHC expression levels, making it particularly effective for hematological malignancies [9][10] - The therapy targets specific proteins such as CD19, BCMA, and CD22, with ongoing research expanding into solid tumors [11] TCR-T Therapy Advantages - TCR-T therapy can recognize a broader range of antigens, including intracellular ones, thus providing an advantage in targeting complex tumor types [15][16] - It is particularly effective against various solid tumors, with ongoing research focusing on multiple target antigens [17] Global Solid Tumor Incidence and Market Size - The number of global solid tumor cases is projected to increase from 16.5 million in 2019 to 19.2 million by 2024, with a compound annual growth rate (CAGR) of 2.8% [22] - The market for immune cell therapy targeting solid tumors is expected to grow from $1.19 billion in 2019 to $4.35 billion by 2024, with a CAGR of 29.6% [25] Non-Solid Tumor Treatment Market - The market for immune cell therapies targeting non-tumor diseases, such as autoimmune diseases and viral infections, is projected to reach $1.36 billion by 2030, with a CAGR of 83.9% from 2027 to 2030 [32]