YAOJI TECHNOLOGY(SZ:002605)2022-12-06 11:28Group 1: Industry Overview - The tumor immunotherapy market is rapidly developing, with a projected market size of $35 billion by 2020, becoming a primary method for treating malignant tumors [1] - The CAR-T therapy (CTL019) has shown promising results in treating refractory acute lymphoblastic leukemia (ALL) and is expected to receive FDA approval in 2017 [2] - China has seen a significant increase in CAR-T clinical trials, nearing the number in the U.S., with a higher number of trials for non-B cell tumors [2] Group 2: Company Strategy and Advantages - The company aims to leverage its strong technical foundation in CAR-T and TCR-T therapies, focusing on clinical trials and collaborations with hospitals [3] - The establishment of a research center in the U.S. will help the company stay updated with international advancements in tumor immunology [5] - The company has a comprehensive approach to developing TCR-T therapies, including identifying new tumor antigen targets and applying for patents [5] Group 3: Clinical Development and Challenges - The company is cautious about safety and efficacy before initiating clinical trials, ensuring thorough validation of target reliability [6] - The patient population for cancer treatments varies, with specific cancer types representing 20%-100% of cases [6] - The costs associated with CAR-T and TCR-T therapies are currently comparable to traditional treatments, with some regions allowing insurance coverage [4] Group 4: Future Directions - The company is exploring opportunities in the "big health" sector, focusing on cancer treatment and precision medicine [7] - There is an emphasis on innovation and collaboration with companies that represent future development directions in healthcare [7]