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2. 2008 12% 13% 14% 61% 50% 3. 4. 2008 () 100% 80% 60% 1.3% 2.8% 11.2% 16.3% 25.4% 26.8% 784 135 40% 20% 62.1% 54.1% 0% 2003 2008 1,295 2,612 2009 7 21 3
5. 2008 2007 () 1 2 2 1 3 3 4 5 5 7 6 9 7 6 8 4 9 8 10 16 2009 7 21 4
1995 6. 2006 2007 1 7.62% 9.42% 2 8.48% 7.14% 3-5.31% 5.04% 4 4.46% 4.36% 5 3.28% 3.68% 6 3.11% 3.14% 7 3.48% 3.08% 8 2.78% 2.72% 9 3.12% 2.24% 10 2.13% 2.19% 25-30% 7. 5-2009 7 21 5
8. 1,600 1,400 1,200 1,000 800 600 400 200 0 2003 2004 2005 2006 2007 2008 60% 45% 30% 15% 0% 9. 2008 10% 7% 9% 28% 8% 38% 2009 7 21 6
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12. 13. 2007 600 500 400 300% 250% 200% 18% 2% 2% 1% 43% 300 150% 200 100% 100 50% 0 0% 2003 2004 2005 2006 2007 2008 34% 5- - 2006 10% 14. - 2,000 1,600 1,200 800 400 160% 120% 80% 40% 0% 0 2000 2001 2002 2003 2004 2005 2006 2007 2008-40% 2009 7 21 8
15. 16. 2007 500 400 300 50% 40% 30% 2% 11% 1% 1% 2% 37% 200 100 20% 10% 16% 0 0% 2003 2004 2005 2006 2007 2008 30% ( ) 5-1.1 1.2 08 17. 160 140 120 100 80 60 40 20 0 2005 2006 2007 2008 2009 7 21 9
5-05 08 1.5 07 08 1 18. 1,200 1,000 800 600 400 200 0 2003 2004 2005 2006 2007 2008 120% 100% 80% 60% 40% 20% 0% 5- S1 2009 7 21 10
19. 20. ( ) 300 240 180 120 60 100% 80% 60% 40% 20% 0 2003 2004 2005 2006 2007 2008 0% 2009 7 21 11
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26. 2009 2009 2010 2011 / 2012 PEX168 2012 HHPG-19K 2013 SHR110008 / 2013 SHR1020 / 2013 DPP-/ 2013 SHR1086 VEGFR / 2014 SHR116958 / 2014 2009 7 21 16
2-3 OTC 09 500-600 08 OTC 27. 2000 300 OTC 200 () 2009 7 21 17
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08 1.8 09 1 1.2 2009 7 21 20
15% 30. 2007 2008 2009E 2010E 2011E 1,981 2,393 2,924 3,565 4,277 (%) 37.9 20.8 22.2 21.9 20.0 (%) 80.5 83.3 83.2 83.2 83.5 1,150 1,479 1,787 2,125 2,522 (%) 43.8 28.6 20.8 18.9 18.7 360 410 465 524 589 (%) 16.1 13.9 13.5 12.5 12.5 450 560 683 820 984 (%) 40.6 24.4 22.0 20.0 20.0 120 139 167 192 221 (%) 0.0 15.8 20.0 15.0 15.0 110 147 191 239 299 (%) 120.0 33.6 30.0 25.0 25.0 75 104 140 183 228 (%) - 38.7 35.0 30.0 25.0 235 297 448 603 772 (%) 11.9 12.4 15.3 16.9 18.2 65 107 128 154 185 (%) 30.0 64.6 20.0 20.0 20.0 30 80 128 192 259 (%) - 166.7 60.0 50.0 35.0-27 95 142 191 (%) - - 250.0 50.0 35.0 280 297 321 346 374 (%) 11.1 6.1 8.0 8.0 8.0 (%) 41.4 40.4 40.0 40.0 40.0 (%) 20.6 14.3 15.0 14.8 14.8 (%) 0.2 0.2 0.0 (0.0) (0.1) 2009 7 21 21
2009-2011 1.08 1.31 1.57 20% 21% 21% 33 28 23 10 33 43.00 31. () ( ) () 2008 2009E 2010E 2011E 2008 2009E 2010E 2011E 002262.SZ 13.66 0.23 0.34 0.48 0.65 59.4 39.9 28.2 20.9 002004.SZ 22.85 0.67 0.84 0.92 1.15 34.1 27.2 24.9 19.9 600267.SS 16.69 0.43 0.57 0.73 0.92 38.8 29.3 22.9 18.2 600521.SS 14.76 0.50 0.70 0.88 1.20 29.5 21.0 16.7 12.3 40.5 29.4 23.2 17.8 600161.SS 23.80 0.27 0.44 0.55 0.68 88.4 54.3 43.4 35.1 002007.SZ 34.78 0.83 0.79 1.07 1.41 42.1 44.2 32.7 24.8 002022.SZ 18.58 0.41 0.56 0.75 0.96 45.9 33.2 24.8 19.4 000538.SZ 36.69 0.87 1.14 1.53 1.90 42.6 32.5 24.2 19.5 600511.SS 18.23 0.40 0.51 0.65 0.81 45.0 35.4 28.0 22.6 52.8 39.9 30.6 24.3 600276.SS 36.00 0.68 1.08 1.31 1.57 52.8 33.3 27.6 22.9 2009 7 20 2009 7 21 22
1,200 700 130.3-305.4/10 39.5-248.7/10 2020 550 400 10-20% 2007 IMS 15% 2012 800 32. 33. () 500 30% 8,000 15% 400 300 200 20% 10% 7,000 6,000 5,000 4,000 12% 9% 6% 3% 100 2004 2005 2006 2007 2008 0% 3,000 2001 2002 2003 2004 2005 2006 2007 2008 0% 2009 7 21 23
34. 15 () 2008 2007 2006 2005 2004 1 481.89 417.07 347.72 288.51 241.74 2 338.49 337.9 353.22 327.88 306.53 3 312.71 289.3 248.91 223.04 195.27 4 272.67 242.83 213.09 188.42 167.98 5 265.25 257.51 242.2 232.04 219.72 6 II 228.75 194.47 164.94 143.63 121.36 7 228.53 207.87 182.24 163.85 146.93 8 203.36 197.81 207.07 199.37 206.46 9 169.12 152.64 130.97 117.62 115.78 10 159.33 133.2 106.87 88.37 67.36 11 136.33 119.69 106.78 98.92 89.7 12 HIV 122.34 107.4 92.86 83.67 74.97 13 114.59 129.59 139.71 124.62 116.05 14 111.61 104.72 91.38 87.55 81.38 15 106.06 96.08 82.87 84.35 81.88 2003-2008 42.7% 2008 67.7% 35. 70 60 50 40 30 20 10 0 2003 2004 2005 2006 2007 2008 70% 60% 50% 40% 30% 20% 10% 0% 2009 7 21 24
36. 2005-2008 0% 20% 40% 60% 80% 100% 120% 140% 37. 2008 9.5% 10.6% 14.2% 16.3% 7.9% 8.4% 33.2% 2009 7 21 25
38. 2006 2007 1 13.00% 12.56% 2 8.14% 7.30% 3 6.72% 7.03% 4 6.66% 6.22% 5 6.35% 5.20% 6 4.11% 3.98% 7 3.67% 3.70% 8 3.69% 3.59% 9 3.37% 3.12% 10 3.46% 2.92% 11 2.33% 2.45% 12 1.91% 2.18% 13 2.28% 2.17% 14 1.96% 2.05% 15-2 2.23% 1.63% 16 1.92% 1.63% 17 1.40% 1.49% 18 1.24% 1.43% 19 1.75% 1.29% 20 1.48% 1.23% 2008 17 2008 6.1-2008 5.89 2008 8.68 2008 2.87 2.83 2009 7 21 26
DNA 2008 7.57 4.41 - DNA DAN DAN RNA S 2008 4.49 2.13 GnRH () GnRH 2008 4.22 2009 7 21 27
1997 2001 20 2005-2008 98.3% 124.3% 4 2011 39. /Biogen 1997 /Biogen 2000 1998 2002 2001 2002 2002 2004 Imclone 2003 2005 2004 2005 2004 Imclone 2005 2005 2005 2006 2006 2006 2006 2007 2008 2007 2008 2009 7 21 28
40. 2008 2.5 2.12 2.0 1.5 1.0 1.14 0.95 0.89 2.05 1.39 1.19 0.5 0.0 0.12 41. 2008 8,000 7,327 7,000 6,000 5,000 4,000 3,000 2,000 841 1,000 357 48 0 (Rituximab) CD20 95% B / B CD20 B CHOP 2002 (Mabthera) 18,900 / 12 2008 2.12 54.3 2009 7 21 29
42. 2.5 2.0 1.5 1.0 0.5 100% 80% 60% 40% 20% 0.0 2003 2004 2005 2006 2007 2008 0% (Trastuzumab) DNA -2 2002 (Herceptin) 25,800 /2008 1.14 46.7 43. 1.2 1.0 0.8 240% 200% 160% 0.6 0.4 0.2 0.0 2003 2004 2005 2006 2007 2008 120% 80% 40% 0% 2009 7 21 30
(Cetuximab) IgG1 2003 (Erbitux) 4,700 / 3-4 2008 9,500 26 (Imatinib) bcr-abl c-kit 2002 (GLIVEC) 25,500 / 2008 8,900 36.7 (Gefitinib) 2004 16,500 2008 2.05 2.65 2009 7 21 31
44. 2.5 2.0 1.5 1.0 0.5 250% 200% 150% 100% 50% 0.0 2005 2006 2007 2008 0% (Erlotinib) 2006 (Tarceva) 19,800 2008 1.39 11.2 (Sorafenib) RAF Fms 3 2005 Nexavar 25,192 ( 1-2 ) 2008 1.19 6.5 2009 7 21 32
(Sunitinib) Fms 3 1 2008 (Sutent) 13,100 2008 1,200 8.5 ( ) () 2005 (NP ) /2008 2.4 ( p53 ) 5 p53 p53 P53 P53 ( 5 ) 2006 5 E1B E3 2009 7 21 33
() 2008 2009 7 21 34
45. 46. 2009 7 21 35
47. 1540 Valerius Cordus 1772 Priestley 1831 Guthrie, Liebig Soubeiran 1842 Long 1845 Wells 1846 William T.G. Morton 1847 James Young Simpson 1884 Koller (Cocaine) 1885 William Stewart Halsted 1887 Hewitt 1898 Bier 1901 Catelin Licard 1902 (Baraiturates) Fisher 1904 Einhorn (Procaine) 1920 Magill Rowbotham 1934 Lundy Pentothal 1942 Griffth Johnson 1953 Krantz Lu Fluroxene 1963 Ross Tuell Compound 347 Ethrane 1966 Virtus Ethrane ( ) 2009 7 21 36
85% 1% 2009 7 21 37
() () () / () 80% 2009 7 21 38
48. - 20 15-20 2009 7 21 39
- 30-60 15-20 5 15 30 1 15 2009 7 21 40
() 20 80 40 1996 ZENECA 15% 4 () 10% 49. 9% 14% 10% 11% 56% 2009 7 21 41
50. 1 2 3 4 5 6 7 8 9 10 1996 FDA 1998 2009 7 21 42
10 10-12 2009 7 21 43
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