2026年中国胃癌抗体药行业洞察报告差异化靶点布局与技术平台迭代共同突围抗体药物偶联物疗法（精华版）

Investment Rating - The report does not explicitly state an investment rating for the gastric cancer antibody drug industry Core Insights - The gastric cancer antibody drug industry is transitioning from a "single treatment paradigm" to a "layered, combinatorial, and platform-based" approach, with clinical decision-making increasingly relying on key biomarkers for stratification [2][3] - The industry is characterized by a multi-technical route landscape, where traditional monoclonal antibodies remain foundational, while new forms like bispecific antibodies and antibody-drug conjugates (ADCs) enrich the product spectrum [2][3] - The evolution of the industry focuses on enhancing treatment efficiency through clinical evidence and stratified pathways, while reducing uncertainty in R&D and delivery through technological platforms and industrial capabilities [3][4] Summary by Sections Overview of Gastric Cancer in China - Gastric cancer is a prevalent and deadly disease, primarily affecting middle-aged and elderly patients, with a significant proportion diagnosed at advanced stages, leading to prolonged treatment cycles and increased management needs [13][27] - The disease burden is substantial, with 358,672 new cases and 260,372 deaths reported in 2024, ranking gastric cancer as the fifth most common and third deadliest cancer in China [15][27] Industry Value Chain and Supply System - The industry value chain is driven by molecular stratification and technological platform iteration, encompassing R&D registration, CMC scaling, and quality system construction [35][36] - Upstream, the focus is on key raw material localization and cost reduction, with a notable 40-50% decrease in Protein A resin prices, which significantly lowers purification costs [43][45] - Midstream, the emphasis is on enhancing quality systems and registration processes to mitigate filing risks, while downstream, diagnostic loops and reimbursement access facilitate volume ramp-up [39][40] Competitive Landscape - The competition in the gastric cancer antibody drug industry is shifting from "efficacy comparison" to "population stratification," where target positivity rates determine market potential and volume growth [20][41] - The report highlights that the core competition will increasingly focus on evidence quality, platform capabilities, commercialization execution, and stable supply [3][4] Future Growth Drivers - Future growth is expected to be driven by diversified technology routes that enhance coverage and accessibility, with a significant focus on the integration of diagnostic capabilities and reimbursement mechanisms [39][41] - The report indicates that the potential patient population for targeted therapies is substantial, with CLDN18.2 positivity rates at 54.39%, PD-L1 at 38.86%, and HER2 at 11.47%, indicating a robust market for precision medicine in gastric cancer [41][42]