2022年3月，国家药监局颁布《人工智能医疗器械注册审查指导原则》，对人工智能医疗器械类型进行界定，并对人工智能医疗器械生存周期过程，包括需求分析、数据收集、算法设计、验证确认、更新控制等环节做出了规定，并提供了16类技术考量因素，对AI医疗器械划定完成进一步规范，同年9月，上海市第十五届人民代表大会常务委员会第四十四次会议通过《上海市促进人工智能产业发展条例》并于10月1日实施，作为人工智能领域首部省级地方性法规，鼓励AI医疗发展。

2024 年 ASCO GI 和 ASCO GU 会议召开，多项成果引人注目 ASCO GI 和 ASCO GU 分别于 1 月 18 日和 1 月 25 日开幕。海外创新药中，enfortumab vedotin（EV）一线治疗 UC 表现出色，NiPi 组合再创佳绩，tiragolumab 治疗 ESCC 的 III 期研究结果积极。两大会议上有近 70 项 国产创新药的临床成果入选（不计入仅披露临床设计的项目），其中维迪西妥单抗、CT041、戈来雷塞、ASKB589 等的早期临床数据靓丽。我们继续看好国产创新药前景，基于：1）国产 ADC 数据惊艳，彰显其成为成为肿瘤治疗新基石疗法的潜力与国内药企在该领域的全球市场竞争力；2）多项国产创新药披露优秀美国临床数据，国内药企出海能力持续提升；3）国产创新药在胰腺癌等未满足需求大但满足度低的领域中带来新的突破希望。

Meal replacement products are calorie-controlled, pre-packaged products such as bars and beverages, which can be consumed instead of a heavy meal. Meal replacement products have many nutritional benefits. Moreover, they are affordable and convenient. Initially, meal replacement products were used by the elderly population, but now they are being marketed to adults. Major brands are also carrying out several marketing activities to create more awareness about meal replacement products.

Ewing's sarcoma is a cancerous tumor that arises in the bone or soft tissue. There are different types of Ewing's sarcoma; the most common type is Ewing's sarcoma of bone. Monotherapy and combination therapy are used to treat Ewing's sarcoma. Currently, monotherapy involves treatment with chemotherapeutics, whereas combination therapy involves treatment with chemotherapeutics in combination with radiation therapy.

Functional chewing gum imparts several health benefits upon consumption, unlike traditional chewing gum, which is mainly consumed as a confectionary product. The several health benefits of functional chewing gum make it highly demanded among consumers across the world.

The term dermatology laser is used to describe a type of high-energy laser designed for medical procedures within the dermatology field. Dermatological lasers use a particular wavelength of light to precisely target and penetrate a particular layer of the skin. This allows for the precise treatment of a variety of skin conditions, such as improved skin appearance, the treatment of skin diseases, the removal of unwanted hair, the removal of tattoos, the reduction of wrinkles, scars, and other skin blemishes. The use of a particular type of laser depends on the intended treatment and the target area of the body.

The global ED drugs market consists of drugs indicated for the treatment of ED. These drugs include oral, topical, and other formulations, available both as prescription drugs and over-the-counter (OTC) drugs. Oral drugs were the first class of drugs that were developed for the treatment of ED. They hold a major share of the market because of their relative ease of administration. Topical drugs, sublingual, injectables, and suppositories, which have recently entered the market, hold small market shares.

RSV市场下游需求充足，市场空间广阔：呼吸道合胞病毒（Respiratory Syncytial Virus, RSV）属肺炎病毒科正肺病毒属，婴幼儿和老年人为其易 感人群，是世界范围内5岁以下儿童呼吸道感染最常见病原体之一。由于RSV流行会造成较大医疗和社会负担，且原有治疗手段具有有效性不足、副作用大及成本高昂的缺点，将使RSV疫苗接种需求不断攀升。60年以来，抗原选择错误导致RSV疫苗研发道路受阻，近年基于Pre-F抗原的开发使之重入研发的快车道。2023年，GSK和辉瑞的两款RSV疫苗相继上市，上市首年总销售额便突破10亿美元，显示其下游需求的旺盛以及未来旷阔的市场空间。目前全球范围内RSV研发热度高涨，而国内企业大部分产品仍处于临床前阶段，仅有艾棣维欣的重组蛋白RSV疫苗 (AEO11佐剂)AD110已经进入临床二期。

2023 年，国家药品监督管理局（NMPA）共批准了 85 款新药（新药统计范围为首次在国内获批的 1 类、3.1 类、5.1 类化学药品和生物制品），其中包括 62 款化学药品（占比 72.9%）以及 23 款生物制品（占比 27.1%）。与往年相比，2023 年 NMPA 批准新药数量显著上涨，为近 6 年最高。2023 年国产新药获批 29 款，相比 2022 年显著增长。

国内糖尿病患者人群多，外资占据大部分市场份额。根据IDF发布的《2021全球糖尿病地图》显示，我国1.4亿糖尿病人。根据诺和诺德公告显示，2022年我国胰岛素市场空间约136亿元。根据2021年集采报量结果来看，诺和诺德、赛诺菲、礼来分别占据三代胰岛素医院报量的58%、14%、12%。