{"id":649121,"date":"2026-07-08T18:38:56","date_gmt":"2026-07-09T01:38:56","guid":{"rendered":"https:\/\/nai500.com\/?p=649121"},"modified":"2026-07-08T18:38:56","modified_gmt":"2026-07-09T01:38:56","slug":"%e9%ab%98%e6%ba%a2%e5%83%b9%e6%94%b6%e8%b3%bc-crinetics-%e8%82%a1%e5%83%b9%e5%89%b5%e6%96%b0%e9%ab%98%ef%bc%8cvertex-%e9%82%84%e8%83%bd%e8%b2%b7%e5%97%8e%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/%e9%ab%98%e6%ba%a2%e5%83%b9%e6%94%b6%e8%b3%bc-crinetics-%e8%82%a1%e5%83%b9%e5%89%b5%e6%96%b0%e9%ab%98%ef%bc%8cvertex-%e9%82%84%e8%83%bd%e8%b2%b7%e5%97%8e%ef%bc%9f\/","title":{"rendered":"\u9ad8\u6ea2\u50f9\u6536\u8cfc Crinetics + \u80a1\u50f9\u5275\u65b0\u9ad8\uff0cVertex \u9084\u80fd\u8cb7\u55ce\uff1f"},"content":{"rendered":"

\u6700\u8fd1\uff0c\u5168\u7403\u7f55\u898b\u75c5\u85e5\u4f01\u9f8d\u982d Vertex Pharmaceuticals\uff08VRTX\uff09<\/a>\u5ba3\u4f48\u4ee5\u5168\u73fe\u91d1\u65b9\u5f0f\u6536\u8cfc\u5167\u5206\u6ccc\u85e5\u4f01 Crinetics Pharmaceuticals\uff08CRNX\uff09<\/a>\uff0c\u4ea4\u6613\u7e3d\u80a1\u6b0a\u50f9\u503c\u9054 100 \u5104\u7f8e\u5143\uff0c\u6ea2\u50f9\u5e45\u5ea6\u63a5\u8fd1\u7ffb\u500d\u3002\u5c31\u5728\u4e26\u8cfc\u6d88\u606f\u843d\u5730\u524d\u5f8c\uff0cVertex \u80a1\u50f9\u525b\u525b\u5275\u4e0b 533.67 \u7f8e\u5143\u7684\u6b77\u53f2\u65b0\u9ad8\uff0c\u5e74\u5167\u7d2f\u8a08\u6f32\u5e45\u8fd1 17%\uff0c\u5927\u5e45\u8dd1\u8d0f\u6a19\u666e 500 \u6307\u6578\u3002<\/p>\n

\u4e00\u908a\u662f\u5927\u624b\u7b46\u4e26\u8cfc\u62d3\u5bec\u7ba1\u7dda\u908a\u754c\uff0c\u4e00\u908a\u662f\u80a1\u50f9\u9ad8\u4f4d\u3001\u4f30\u503c\u62ac\u5347\uff0c\u7576\u4e0b\u7684 Vertex \u7a76\u7adf\u662f\u52a0\u5009\u826f\u6a5f\u9084\u662f\u4f30\u503c\u898b\u9802\uff1f<\/p>\n

\u767e\u5104\u6ea2\u50f9\u4e26\u8cfc\uff0c\u88dc\u9f4a\u5167\u5206\u6ccc\u96d9\u91cd\u78c5\u7ba1\u7dda<\/h2>\n

\u6839\u64da\u96d9\u65b9\u806f\u5408\u516c\u544a\uff0cVertex \u5c07\u4ee5\u6bcf\u80a1 85 \u7f8e\u5143\u5168\u73fe\u91d1\u6536\u8cfc Crinetics \u5168\u90e8\u80a1\u4efd\uff0c\u5c0d\u61c9\u7e3d\u80a1\u6b0a\u50f9\u503c\u7d04 100 \u5104\u7f8e\u5143\uff0c\u6263\u9664 Crinetics \u8cec\u9762\u73fe\u91d1\u53ca\u77ed\u671f\u6295\u8cc7\u5f8c\uff0c\u6de8\u4ea4\u6613\u5c0d\u50f9\u7d04 88 \u5104\u7f8e\u5143\u3002\u8a72\u50f9\u683c\u8f03\u6d88\u606f\u516c\u4f48\u524d\u6536\u76e4\u50f9\u6ea2\u50f9\u8fd1 100%\uff0c\u4ea4\u6613\u5df2\u7372\u96d9\u65b9\u8463\u4e8b\u6703\u4e00\u81f4\u6279\u51c6\uff0c\u9810\u8a08 2026 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u5b8c\u6210\u4ea4\u5272\u3002<\/p>\n

\u9019\u7b46\u6536\u8cfc\u7684\u6838\u5fc3\u50f9\u503c\u5728\u65bc\u5169\u6b3e\u91cd\u78c5\u7d1a\u5167\u5206\u6ccc\u85e5\u7269\u8cc7\u7522\u3002\u5176\u4e00\u70ba\u5df2\u4e0a\u5e02\u7522\u54c1 Palsonify\uff0c\u662f\u5168\u7403\u9996\u6b3e\u4e14\u552f\u4e00\u4e00\u6b3e\u6bcf\u65e5\u53e3\u670d\u4e00\u6b21\u7684\u6210\u4eba\u80a2\u7aef\u80a5\u5927\u75c7\u6cbb\u7642\u85e5\u7269\uff0c2025 \u5e74 9 \u6708\u7372 FDA \u6279\u51c6\u30012026 \u5e74 4 \u6708\u62ff\u4e0b\u6b50\u76df\u4e0a\u5e02\u8a31\u53ef\uff0c\u4e0a\u5e02\u9996\u500b\u5b8c\u6574\u5b63\u5ea6\u5373\u5be6\u73fe 1070 \u842c\u7f8e\u5143\u71df\u6536\uff0c\u6191\u85c9\u53e3\u670d\u5291\u578b\u512a\u52e2\u5feb\u901f\u66ff\u4ee3\u539f\u6709\u6ce8\u5c04\u5291\u5e02\u5834\u3002<\/p>\n

\u5176\u4e8c\u70ba\u6838\u5fc3\u5728\u7814\u7ba1\u7dda atumelnant\uff0c\u91dd\u5c0d\u5148\u5929\u6027\u814e\u4e0a\u817a\u589e\u751f\uff08CAH\uff09\u5df2\u8655\u65bc III \u671f\u81e8\u5e8a\u5f8c\u671f\uff0c\u540c\u6642\u5177\u5099\u62d3\u5c55\u5eab\u6b23\u7d9c\u5408\u5f81\u9069\u61c9\u75c7\u7684\u6f5b\u529b\u3002\u6a5f\u69cb\u9810\u8a08\uff0c\u82e5\u96d9\u9069\u61c9\u75c7\u5747\u6210\u529f\u7372\u6279\uff0cPalsonify \u8207 atumelnant \u5408\u8a08\u5e74\u92b7\u552e\u5cf0\u503c\u6709\u671b\u7a81\u7834 50 \u5104\u7f8e\u5143\uff0c\u6210\u70ba Vertex \u56ca\u6027\u7e96\u7dad\u5316\u4e4b\u5916\u7684\u5168\u65b0\u589e\u9577\u66f2\u7dda\u3002<\/p>\n

Vertex \u9996\u5e2d\u57f7\u884c\u5b98 Reshma Kewalramani \u8868\u793a\uff0c\u516c\u53f8\u5c07\u4f9d\u8a17\u81ea\u8eab\u5728\u7f55\u898b\u75c5\u9818\u57df\u7684\u5546\u696d\u5316\u7d93\u9a57\u52a0\u901f Palsonify \u7684\u5168\u7403\u653e\u91cf\uff0c\u4e26\u63a8\u52d5 atumelnant \u5118\u5feb\u843d\u5730\u3002\u8cc7\u91d1\u5c64\u9762\uff0cVertex \u4e00\u5b63\u5ea6\u672b\u624b\u63e1\u8d85 55 \u5104\u7f8e\u5143\u73fe\u91d1\uff0c\u540c\u6642\u5df2\u7372\u5f97\u7f8e\u9280\u3001\u6469\u6839\u58eb\u4e39\u5229\u63d0\u4f9b\u7684 45 \u5104\u7f8e\u5143\u904e\u6a4b\u8cb8\u6b3e\uff0c\u5168\u984d\u8986\u84cb\u6536\u8cfc\u5c0d\u50f9\uff0c\u8ca1\u52d9\u98a8\u96aa\u53ef\u63a7\u3002<\/p>\n

\u80a1\u50f9\u5275\u6b77\u53f2\u65b0\u9ad8\uff0c\u65b0\u820a\u589e\u9577\u52d5\u80fd\u5207\u63db<\/h2>\n

\u4f5c\u70ba\u56ca\u6027\u7e96\u7dad\u5316\u6cbb\u7642\u9818\u57df\u7684\u7d55\u5c0d\u9f8d\u982d\uff0cVertex \u662f\u4eca\u5e74\u7f8e\u80a1\u91ab\u85e5\u677f\u584a\u7684\u6838\u5fc3\u5f37\u52e2\u6a19\u7684\u3002\u622a\u81f3 7 \u6708 7 \u65e5\u6536\u76e4\uff0c\u516c\u53f8\u80a1\u50f9\u5831 522.25 \u7f8e\u5143\uff0c\u7e3d\u5e02\u503c\u9054 1325.5 \u5104\u7f8e\u5143\uff0c\u76e4\u4e2d\u6700\u9ad8\u89f8\u53ca 533.67 \u7f8e\u5143\u7684\u6b77\u53f2\u65b0\u9ad8\uff0c\u5e74\u5167\u7d2f\u8a08\u6f32\u5e45\u7d04 17%\uff0c\u986f\u8457\u8dd1\u8d0f\u6a19\u666e 500 \u540c\u671f\u7d04 10% \u7684\u8868\u73fe\u3002<\/p>\n

\u80a1\u50f9\u8d70\u5f37\u7684\u5e95\u5c64\u908f\u8f2f\uff0c\u662f\u5e02\u5834\u5c0d\u5176\u7b2c\u4e8c\u589e\u9577\u66f2\u7dda\u7684\u9810\u671f\u6b63\u5728\u5347\u6eab\u3002\u8fd1\u5e74\u4f86\uff0c\u516c\u53f8\u6838\u5fc3\u56ca\u6027\u7e96\u7dad\u5316\u696d\u52d9\u589e\u901f\u9010\u6b65\u56de\u843d\uff0c2026 \u5e74\u4e00\u5b63\u5ea6\u71df\u6536\u540c\u6bd4\u50c5\u589e\u9577 8.3% \u81f3 29.9 \u5104\u7f8e\u5143\uff0c\u50b3\u7d71\u696d\u52d9\u9032\u5165\u5e73\u7a69\u671f\u3002\u800c\u7576\u524d\u5e02\u5834\u7684\u589e\u9577\u4fe1\u5fc3\uff0c\u4e3b\u8981\u4f86\u81ea\u4e09\u5927\u589e\u91cf\uff1a<\/p>\n

    \n
  • \u57fa\u56e0\u7642\u6cd5 Casgevy \u8655\u65bc\u4e0a\u5e02\u521d\u671f\uff0c\u5168\u7403\u5546\u696d\u5316\u653e\u91cf\u4ecd\u5728\u722c\u5761\uff1b<\/li>\n
  • \u975e\u963f\u7247\u985e\u6b62\u75db\u85e5 Journavx \u7372\u6279\u6eff\u4e00\u5e74\uff0c\u5e02\u5834\u6ef2\u900f\u6301\u7e8c\u63d0\u5347\uff1b<\/li>\n
  • \u672c\u6b21\u6536\u8cfc\u843d\u5730\u5f8c\uff0c\u5167\u5206\u6ccc\u7ba1\u7dda\u5c07\u76f4\u63a5\u8ca2\u737b\u71df\u6536\u8207\u9577\u671f\u589e\u9577\u7a7a\u9593\u3002<\/li>\n<\/ul>\n

    \u5f9e\u6a5f\u69cb\u614b\u5ea6\u4f86\u770b\uff0c\u76ee\u524d\u83ef\u723e\u8857\u5206\u6790\u5e2b\u5c0d Vertex \u666e\u904d\u504f\u6a02\u89c0\uff0c21 \u5bb6\u6a5f\u69cb\u7d66\u51fa\u8cb7\u5165\u8a55\u7d1a\uff0c\u5e73\u5747\u76ee\u6a19\u50f9\u7d04 557 \u7f8e\u5143\uff0c\u8f03\u7576\u524d\u80a1\u50f9\u4ecd\u6709\u8fd1 7% \u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n

    \u4f30\u503c\u8655\u65bc\u9ad8\u4f4d\uff0c\u77ed\u671f\u6027\u50f9\u6bd4\u5b58\u7591<\/h2>\n

    \u5118\u7ba1\u57fa\u672c\u9762\u8207\u7ba1\u7dda\u908f\u8f2f\u624e\u5be6\uff0c\u4f46\u7ad9\u5728\u6b77\u53f2\u65b0\u9ad8\u7684\u80a1\u50f9\u4f4d\u7f6e\uff0c\u4f30\u503c\u6c34\u5e73\u5df2\u6210\u70ba\u6295\u8cc7\u8005\u9032\u5834\u7684\u6838\u5fc3\u9867\u616e\u3002<\/p>\n

    \u622a\u81f3 7 \u6708 7 \u65e5\uff0cVertex \u6efe\u52d5\u5e02\u76c8\u7387\uff08TTM\uff09\u7d04 31 \u500d\uff0c\u986f\u8457\u9ad8\u65bc\u6a19\u666e 500 \u5e73\u5747 25 \u500d\u7684\u4f30\u503c\u6c34\u5e73\uff0c\u4e5f\u9ad8\u65bc\u751f\u7269\u88fd\u85e5\u884c\u696d\u5e73\u5747 21.9 \u500d\u7684\u9060\u671f\u5e02\u76c8\u7387\u3002\u66f4\u80fd\u53cd\u6620\u589e\u9577\u6027\u50f9\u6bd4\u7684 PEG \u6307\u6a19\u7d04\u70ba 2.01\uff0c\u9060\u9ad8\u65bc 1.0 \u7684 \u201c\u5408\u7406\u4f30\u503c\u95be\u503c\u201d\uff0c\u4e5f\u9ad8\u51fa\u884c\u696d\u5e73\u5747 1.73 \u7684\u6c34\u5e73\u3002\u9019\u610f\u5473\u8457\u7576\u524d\u80a1\u50f9\u5df2\u7d93\u63d0\u524d\u5b9a\u50f9\u4e86\u672a\u4f86\u4e94\u5e74\u7684\u696d\u7e3e\u589e\u9577\u9810\u671f\uff0c\u5373\u4fbf\u4e26\u8cfc\u5e36\u4f86\u65b0\u589e\u91cf\uff0c\u4e5f\u53ef\u80fd\u88ab\u73fe\u6709\u9ad8\u4f30\u503c\u90e8\u5206\u6d88\u5316\u3002<\/p>\n

    \u9664\u6b64\u4e4b\u5916\uff0c\u9019\u7b46\u9ad8\u6ea2\u50f9\u6536\u8cfc\u4ecd\u5b58\u4e0d\u78ba\u5b9a\u6027\uff1aatumelnant \u5c1a\u672a\u5b8c\u6210 III \u671f\u81e8\u5e8a\uff0c\u5b58\u5728\u7814\u767c\u5931\u6557\u6216\u6578\u64da\u4e0d\u53ca\u9810\u671f\u7684\u98a8\u96aa\uff1bPalsonify \u4f5c\u70ba\u7f55\u898b\u75c5\u85e5\u7269\uff0c\u60a3\u8005\u7fa4\u9ad4\u898f\u6a21\u6709\u9650\uff0c\u653e\u91cf\u901f\u5ea6\u80fd\u5426\u9054\u5230\u5e02\u5834\u9810\u671f\u4ecd\u5f85\u9a57\u8b49\uff1b\u540c\u6642\u767e\u5104\u7d1a\u4e26\u8cfc\u5f8c\u7684\u5718\u968a\u8207\u7ba1\u7dda\u6574\u5408\uff0c\u4e5f\u53ef\u80fd\u5f71\u97ff\u6700\u7d42\u6536\u76ca\u514c\u73fe\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u6700\u8fd1\uff0c\u5168\u7403\u7f55\u898b\u75c5\u85e5\u4f01\u9f8d\u982d Vertex Pharmaceuticals\uff08VRTX\uff09\u5ba3\u4f48\u4ee5\u5168\u73fe\u91d1\u65b9\u5f0f\u6536\u8cfc\u5167\u5206\u6ccc\u85e5 […]<\/p>\n","protected":false},"author":27,"featured_media":485314,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[793,809,563,564],"class_list":["post-649121","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-793","tag-809","tag--zh-hant","tag-564","sectors-life-science-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649121","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=649121"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649121\/revisions"}],"predecessor-version":[{"id":649124,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649121\/revisions\/649124"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/485314"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=649121"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=649121"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=649121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}