细胞和基因疗法投资:投资者观点的演变和未来前景
Maximiliano Kunze-Küllmer1, Asthika Goonewardene2, Sven Kili3
1EVast Bio Inc., Miami, Florida, USA; Cells for Cells S.A., Santiago, Chile; Consorcio Regenero S.A., Santiago, Chile.
Cytotherapy
|March 14, 2024
概括
投资者对细胞和基因疗法 (CGT) 的兴趣正在增长,亚洲的资金增加,转向基因编辑和全基因疗法. 竞争是投资的主要障碍.
科学领域:
- 生物技术是生物技术.
- 投资格局 投资格局
- 治疗开发的治疗方法
背景情况:
- 国际细胞和基因治疗学会的商业发展和财务小组委员会在2021年对投资者进行了调查.
- 这项研究建立在2018年的一项调查之上,旨在追踪细胞和基因治疗 (CGT) 中不断变化的投资者行为.
研究的目的:
- 了解投资者对资助CGT企业的态度和行为.
- 确定CGT投资策略的趋势和转变.
主要方法:
- 2021年底对投资界进行的一项广泛调查.
- 与2018年调查进行纵向比较,以分析投资者行为的变化.
主要成果:
- 大多数投资者都是在北美和欧洲活跃的专家,自2018年以来,在中国和日本的活动增加.
- 专用于CGT公司的投资组合比例有所增加.
- 基因编辑技术是投资者最引人注目的新型CGT领域.
结论:
- 临床重要数据仍然是投资的关键驱动力.
- 其他药物模式的竞争现在是主要障碍,超过了2018年注意到的安全问题.
- 制造业和扩大规模的挑战是越来越突出的问题.
- 投资者预计将增加对异质CGT产品和异质CGT产品的投资.
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