Uresearch：2022-2026全球CGT基因載體行業市場研究報告（34頁）.pdf

1、全球CGT基因載體行業市場研究報告（2022-2026）2022年10Uresearch?2!#$Uresearch%&()*+,#-./01234256%789$Uresearch./:;?ABC!#,DEFGHI$Uresearch,JKLMNOPQRS2TU!#-V:!#.WX%01YZ2KOL?_a01,bc%defg201hij/klmn,oUresearchp$Lq2rs2tu%vw$xy,zK|#.vw%rn?tun:UresearchK2Q/vw:!#.vw,;-V9K$:1Q“c!#.”*%+,UresearchK;g;:!3目錄一、基因載體行業基本概念與發展概況二、基因載體

2、在CGT產業鏈中的地位三、基因載體行業市場規模與競爭格局四、基因載體行業發展驅動因素及技術發展趨勢4基因載體?CGT?!#!$%&()*+!#!$%&()*+!#$%&Gene therapy:progress and predictions(Uresearch)*?別?別?5基因載體的作用?編?別?DNA?DNA?%&(,-%&(,-./01,./01,2!,-2!,-/0345457000-14000Da.5100000Da789:DNA;=;?3AB5CDE,AB5CDE,-FGHI,J-FGHI,J?KLM6?KLM6ABNOAP78QRAS5TUVAS5TUVAW5T.XV4Y5TQ

3、VZ/0_A.abcdA.abcdef%&5ghef%&5ghiI(%&iI(%&;jbkVjbkVA6lmnoNOpqrs3tn+Vuvwx1A.;5CN!45%&XW5|rGendicine(e”RVid5|5G/5CYescarta(Be”LV5r5SR5H/#/q%&3A.5NO5C5!$LentiGlobin(4Kymriah(B-ALLe”!e”!e”!e”!e”!Ye”!e”!=-NO5I5r5q%&S_G5q%&XW5Neovasculogen(=!#$%Uresearch)*G!x“,-G!x“,-8病毒載體?Ad?RV?AAV?LV?AAV?LV?Ad?RV?qqNe”Ne

4、”AAVe”e”Ade”e”LVe”e”RV!#!#18-26nm60-90nm80-130nm80-130nm$b%3$b%3&5kb8kb8-9kb8kb%&%&(DNA)(DNA(RNA(RNA|*r4Y4Yr5+E,H-./051e25C*5C33/4/rrr4Y56X56X!7-147865r9R3-4Q1-27862-47862-3786XX6U/10:T;5G/SR2-4Q2U2Ui=iirAAVGiGirii!#$%Uresearch)*?e”!ABCO?e”!ABCO9病毒載體?納?1?/?2?3?擴?/?/?10腺相關病毒載體（AAV）?Adeno-associated v

5、irus?AAV?DNA?養?AAV?rAAV?AAV?ITRs?納?!#$%&Gene-Editing Technologies Paired With Viral Vectors for Translational Research Into Neurodegenerative Diseases(Uresearch)*D-D-AAV%&lm)*+%&lm)*+11腺相關病毒載體（AAV）AAV?AAV?AAV?AAV?AAV?DNA?DNA?AAV!EjEj!#$%+,-./012Uresearch)*12腺相關病毒載體（AAV）?AAV?AAV?13?200?AAV?AAV?AAV?AA

6、V?AAV?AAV?13?AAV1-13?200?AAV2?AAV5?AAV8?AAV9?AAV?AAV?uniQure?Freeline?Vivet?Spark?REGENXBIO?AAV?AAV?FFGH#GH#AAV1IJKLMNIOKIPQGAAV24RPQIJSLTGUAAV3IJSLVUAAV44RPQIJUTAAV5VU4RPQWXYAAV6VKLAAV7IJSLAAV8SLU4RPQIJAAV9KLIJVVZSL4RPQAAV-RertoPQ+EAAV-DJSLVLAAV-DJ/8SLU4RPQIJAAV-RH10VKLIJ4RPQSL!#$%Uresearch)*GFGFAA

7、VGyzGyz13慢病毒載體（LV）?Lentivirus?LV?別?HIV?RNA?LV?RV?RV?LV?勵?勵?LV?LV?HIV-1?HIV-1?HIV-1?LV?徑?徑?LV?!#$%&Gene-Editing Technologies Paired With Viral Vectors for Translational Research Into Neurodegenerative Diseases(Uresearch)*D-D-AAV%&lm)*+%&lm)*+14慢病毒載體（LV）LV?LV?LV?DNA?DNA?DNA?DNA?mRNA?RNA?LV?RNA?LV!Ej!E

8、j!#$%+,-.342Uresearch)*15非病毒載體?擴?DNA?編?終?DNA?16質粒DNA?DNA?別?DNA?內?DNA?DNA?AAV?LV?=DNAmjmj!#$%Uresearch)*?DNA?PCR?擴?DNA?17e”!-j_ab基因載體生產工藝?GMP?USP?DSP?擴?擴?!#$%56-734(Uresearch)*e”!-jcdab18病毒構建主要方式?GMP?勵?abababefabefxxgXgXhiqC%&e”=#8jvwe”kl=Xmn,aop-e”!5?HEK293/q=rstuhvD-=mndwH5xiy%&tabNO5z|r5WXt1vD-=CX

9、5zG/4t2xuGMP=8jB=t3x$15TFvw=DNA#Yt4T6_“tsE%&”5f+%&5|cqC%&t1sER%&”qC%&5B=O=rx35-It+5RxArI#ASX1:t2+HTdr _5i6_“t!#$%Uresearch)*gX#OgX#O19細胞擴增培養主要方式abababefabefxxcd“cd“jN:y-S=abI1“:-k35sEkN“+E386kp3t&hCGMP5cd“T6-5Gk65z_6kt2ab6Xx=8365Irt3cd“j-$F“%51ABt_“_“CG!“%5“#.“=58jcd“5QE1cdt1_“j6-0-5x#/t1I5z1F_+XAS8

10、-18Ut2_“+%H-SjF“%5GI511t2XAW5“jcd“!#$%Uresearch)*cd“_“Ocd“_“O?擴?擴?GMP?HEK293?20病毒載體培養下游工藝?內?納?納?200L-500L?100-200mL?20-30%?21基因載體在CGT產業鏈的地位?CGT?勵?CGT?CGT?CGT?內?勵?CGT?卻?CXO?CGT?編?CGT?%&!j%&!jCGT(o!W(o!W!#$%Uresearch;4!#$%&()CGT*+,-!.$/01!20134*5CXO567CRO8CDMO9:*5;,?A9BC!2ADEFGH&()FI(WCGT*+16HJKLMNOPQ

11、MR&QSMR&TUVR&WXR&22基因載體的應用需求?CGT?CGT?CGT?CGT?擴?CGT?編?別?CRO?CDMO?CXO?GMP?CMO?CDMO?23全球CGT基因載體市場規模?TALEN?CRISPR?CGT?2021?CGT?102.53?2026?319.39?擴?25.52%?CGT?2021?63.60?擴?2026?95.25?CGT?2021?38.93?擴?2026?224.14?擴?40%?CGT%&!%&!2016201720182019202020212022E2023E2024E2025E2026E臨床試驗及商業化生產12.6815.2319.1424.

12、6030.1938.9353.8678.97114.28161.60224.14基礎研究40.0043.5249.1454.6359.4063.6070.6375.7381.2688.6695.2552.6858.7568.2879.2289.59102.53124.49154.69195.54250.26319.3989#$%Uresearch242016201720182019202020212022E2023E2024E2025E2026E非病毒載體15.1216.9219.8723.2926.6030.7638.5249.3664.3584.93111.78病毒載體37.5641.83

13、48.4255.9462.9871.7785.97105.33131.19165.33207.60全球CGT基因載體市場規模?CGT?2021?CGT?2021?71.77?擴?2026?207.60?擴?23.67%?2021?30.76?擴?2026?111.78?擴?30%?52.6858.7568.2879.2289.59102.53124.49154.69195.54250.26319.39AACGT%&!%&!89#$%Uresearch70%30%65%35%病毒載體非病毒載體?2021?20262021:2026:A:ACGT%&!O%&!O89#$%Uresearch2520

14、16201720182019202020212022E2023E2024E2025E2026E其它地區5.276.176.837.468.159.0911.7816.5720.3224.7832.95中國5.275.587.179.1110.3012.4115.9622.1030.4742.1258.30歐洲15.8118.8021.8525.0228.1331.8236.1041.4450.7964.4278.58美國26.3428.2032.4337.6343.0049.2160.6574.5893.96118.93149.55全球CGT基因載體市場規模?CGT?2021?49.21?31

15、.82?12.41?12.10%?2026?149.55?78.58?58.30?46.83%?24.60%?18.25%?52.6858.7568.2879.2289.59102.53124.49154.69195.54250.26319.39AACGT%&!%&!89#$%Uresearch262016201720182019202020212022E2023E2024E2025E2026E臨床試驗及商業化生產1.351.532.122.973.634.907.1511.6118.2727.8341.79基礎研究3.924.055.056.156.687.518.8210.4912.211

16、4.2916.51中國CGT基因載體市場規模?2021?CGT?12.41?CRO?CDMO?2026?58.30?擴?36.27%?CGT?2021?7.51?擴?2026?16.51?CGT?2021?4.90?擴?2026?41.79?5.275.587.179.1110.3012.4115.9622.1030.4742.1258.3044CGT%&!%&!89#$%Uresearch272016201720182019202020212022E2023E2024E2025E2026E非病毒載體1.511.612.092.683.063.724.947.0510.0314.3020.41

17、病毒載體3.763.975.086.437.248.6811.0215.0520.4527.8337.905.275.587.179.1110.3012.4115.9622.1030.4742.1258.30中國CGT基因載體市場規模2021?CGT?2021?8.68?擴?2026?37.90?擴?34.27%?2021?3.72?擴?2026?20.41?擴?40%?4A4ACGT%&!%&!89#$%Uresearch28基因載體行業主要國外企業-%-%Lonzaz!(iPSCNKMSC$!CD34+hPSCPQ-1+Gaj5!(CAR-T5Ne”5e”55e”ab81GMP-5OG5T

18、INDBLA!t2021:5Lonza170CDMO#400B#qtCCGT:5LonzaCjHoustonPortsmouthGeleen/MaastrichtNL#!a74K#E1,000$atCatalent=e”!Ne”e”e”e”e”(CAR-TTCRNKTILMIL%&(6)-4K58j=DNAe”!-Ej#/*BWI14K8je”!1-Montgomery8je”!-=DNA-Ej#/*Houstona+8j(s-,XGosseliesa+8j=DNA#(s1-tThermo Fisher-Brammer Bio(CAR-TTCR-TNKDCY5!(MSCESCiPSCY5e”!

19、e”e”Ne”e”5.e”5=%&Alachuaa+58je”!8Cambridgea+#Lexingtona+8je”!IIIR1-,XGosseliesa+8je”!-Seneffea+8je”!#1-/Stevenagea+hj2023:8(stOxford BioMedicae”!e”Ne”e”%&/0Oxboxa+8je”!-5:84,000/139,000/1234t!#$%:;34(Uresearch)*29基因載體行業主要國內企業-%-%56/0-)78=DNAm#%&f9mYCRISPR78CRISPR/gDNA9Y-,:;565u78#%&(?-,2!;!$CD1=GMP-

20、t2021:12U556=-EF6=1GMP-GCHI5JK:434,000m2qO=L#e”!L578=GMP-Ge”GMP-GYt#-=e”Ne”e”Y!,-5.e”.e”.e”YB3.e”CAR-T(Non-INDIND-CMCI-IIIRGMP-Yt#-o15000m2%&(457,000m2%&(GMP-5DO1=D3e”!D2CAR-TD3D#1MDth$5j;N8Om2-jkR45IPVhk33GMPD#2,000L0tQR-%jAAV%&(CDMOOGMPAAV=-AAV/*s8!STAAV%&UVAAV%&EAAV shRNAW=XYt2022:3U5QR-Y=F-Alpha

21、TM293AAVr58jNe”AAVGMP1-5Zh6_293-!+Jr10T;5HT6/_-1-xt,-%=DNAae”!e”AAVY#(sab8#GMP-t,-%bC4/Fca+544da+oaL59da+oL56da+o-Lt4a+38O9,00046,000jqGMPkh5H8j61%&(,-5kPV2024:lmt!#$%:;34(Uresearch)*30基因載體行業發展驅動因素（一）?CGT?擴?CGT?CGT?CGT?2025?300?2020-2025?CAGR?70%?CGT?擴?ASGCT?2022?6?2,024?2021?1,835?擴?189?CGT?ARM?2022?8?CGT?37?16?2022?2023?1,29626923627714122482443251482258248288臨床前臨床I期臨床II期臨床III期預注冊2021 Q22021 Q42022 Q22021 Q2-2022 Q2C%&(C%&(89#$%ASGCT(Uresearch)*31基因載體行業發展驅動因素（二）?別?勵?+?CGT?CGT?CGT?+?CGT?2016?CGT?CGT?徑?2035?“?徑?“?徑?32基因載體行業技術發展趨勢?CGT?內?1?勵?AAV?2?3?+?33!#$%&()*+!#$%&()*+34