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批发采购成本318万劝退绝大多数!癌症疫苗为何这么贵?_我的网站

在这世界的角落

一 |     

A view of the Seoul skyline Photo: VCG
    A view of the Seoul skyline Photo: VCG
South Korea is grappling with scorching heat waves this summer, with temperatures soaring above 40 C in its capital city of Seoul for the first time since 2018. The extreme weather has dominated newspaper headlines lately, which has wreaked havoc on the people's health and agricultural production there.
For instance, with mass die-offs at the country's fish farms and catches declining, seafood prices are trending higher, according to South Korean media reports. Meanwhile, South Korean consumers' demand for cooling products is surging.
Against this backdrop, the unique strengths of China-South Korea economic and trade cooperation - characterized by flexible responses and regional short-chain supply arrangements - have been fully demonstrated.
Unlike countries in Europe and elsewhere in the West, or regions that rely on long-distance transportation, China and South Korea share geographical proximity and mature cross-border logistics system. Built through years of in-depth industrial collaboration, their circulation network drastically shortens supply chain routes and turnover cycles, delivering vital response in time of need. 
Since the onset of the summer heat waves, a diverse array of Chinese-made goods - frozen beverages, portable handheld fans, pet cooling accessories and others - has flowed to the South Korean market. The rapid replenishment has provided relief to South Koreans grappling with soaring temperatures.
The "cool" trade that has blossomed between the two countries is fundamentally a story of mutual benefit and complementary strengths. While Chinese cooling supplies enter the South Korean market, Chinese consumers' demand for South Korean summer cosmetics and personal care products is heating up too. These two seemingly separate trade flows essentially reflect the deep-seated trade complementarity between the two neighbors.
Since the beginning of summer, "cool-feeling" cosmetics have become a shopping hit among Chinese consumers. Many South Korean products, featuring lightweight textures, durability and sweat-proof performance, have won growing market popularity.
The two-way trade flow is rooted in the alignment of the two countries' industrial structures and consumer needs, allowing both consumers to access what they require in the trade of "cool products" and achieve mutually beneficial outcomes.
The structural underpinnings of this synergy run deep. China's strength in agricultural production, cold‑chain infrastructure, and large‑scale manufacturing complements South Korea's prowess in beauty product research and development, good quality control and sophisticated brand operation. Most importantly, their geographical proximity allows such industrial complementarity to flourish.
From a broader perspective, global climate change seems to continue interfering with economic life in increasingly unpredictable ways. Caught in this dual pressure of escalating climate shock and global industrial restructuring, the significance of regional economic cooperation is being redefined. It is no longer limited to expanding market access and cutting operational costs; instead, it is deeply tied to safeguarding people's basic livelihoods in time of sudden unexpected disruptions.
The shortened transportation window brought by geographical proximity boosts the supply chain's response speed, enabling it to swiftly counter market volatility triggered by sudden emergencies.
The deep industrial integration that China and South Korea have nurtured over the past decades across sectors including electronics, beauty, agricultural products and cold-chain logistics has laid an exceptionally solid foundation for bilateral cooperation.
Currently, global supply chains are facing shocks from geopolitical conflicts, rising trade barriers as well as surging extreme weather patterns, leaving many long-distance global supply chains increasingly fragile and prone to sudden breakdowns.
The short-chain cooperation between China and South Korea has demonstrated that, in the era of growing uncertainties in the world, tapping deeper into regional industrial complementary advantages and building more stable and flexible cross-border industrial and supply chains is both an efficient choice to reduce circulation costs and a practical path to fend off risks to ensure industrial stability and protect people's livelihood.

二 |     8月26日消息,近期,莫德纳与默沙东联合研发的个性化mRNA癌症疫苗Intismeran三期临床传出积极结果,给无数饱受病痛折磨的患者带来了新的希望

三 |     然而据华尔街投行William Blair测算,这款药的批发采购成本高达47.5万美元,约合人民币318万元,这无疑将劝退绝大多数病患,那么为何它会这么贵?     和可以大批量生产的普通疫苗不一样,这款属于一人一药的定制化疗法,是价格居高不下的核心原因。     据了解,每位患者需要先取出肿瘤组织做基因测序,解析独有的基因突变,依靠AI算法筛选可激活免疫的新抗原,再专门为这名患者设计、合成专属mRNA 序列,完成脂质纳米颗粒包裹以及全套GMP质量检测。    整套流程耗时6-9周,不存在规模化量产,相当于每一位患者都对应一套独立的生产流程,没有办法靠大批量生产摊薄成本,单患者直接生产成本就达到数十万美元。     同时mRNA 分子化学性质不稳定,生产、运输、存储都有严苛低温冷链要求,进一步抬高供应链开销。    从适用人群来看,现阶段该疫苗主要面向手术后的高危黑色素瘤患者,该病症属于相对小众癌种,全球每年新发病例三十余万,受众基数有限,同样的研发投入分摊到少量患者身上,进一步推高单位治疗成本。    值得注意的是,临床试验当中该疫苗不能单独使用,必须搭配高价PD-1药物K药联合治疗,如果算上联合用药,患者整体治疗负担还会继续增加。

四 |     此外还需说明,不少人存在认知误区,这款疫苗并非晚期癌症的救命特效药,它是术后辅助治疗手段,作用是清除体内微小残留病灶,降低癌症复发、转移风险,无法直接消灭已经形成的实体肿瘤。

五 |     业内表示,参考CAR-T细胞疗法的发展路径,未来随着自动化产线普及、抗原预测算法迭代、拓展更多癌种适应症,长期看价格存在下行空间,但就短期而言,高昂的成本,注定绝大多数普通患者难以负担,距离大范围普及还有很长的距离。              

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