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三期临床数据喜忧参半:PROTAC龙头Arvinas股价暴跌40%背后的技术突围与 ...
Arvinas的三期数据之争,本质是新兴技术从概念到产品的必经试炼。尽管挫折当前,但ESR1突变亚组的成功,标志着PROTAC首次在实体瘤中证实临床价值。对行业而言,这一事件亦传递出明确信号:在“靶点内卷”的创新药红海中,技术突破需与精准医疗深度结合——谁能锁定优势亚群并优化临床设计,谁方能笑到最后。
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