分層醫學發展下生技製藥產業結構與商業模式之初探研究

An Exploratory Study on the Industry Landscape and Emerging Business Models under the Development of Stratified Medicine

魏凌鴻(Lin-Hung Wei)

指導教授 ： 李吉仁

國立臺灣大學/管理學院/高階公共管理組/碩士(2008年)

https://doi.org/10.6342/NTU.2008.03230

摘要

生物製藥產業在二十一世紀所面臨的一項最大挑戰將是發展藥物以提供臨床應用於特定族群病人。這些病人是依據不同的臨床分子生物指標進行分類，這種醫療模式我們稱之為「分層醫學」。這種從「明星藥」轉變成個人化醫療的趨勢，將大大改變未來藥物發展、行銷、以及處方的模式。顯然的，今日的大型製藥公司正面臨著全新的競爭實境，產業的景觀正逐漸轉變成傳統製藥公司高度不熟悉的情境。在這項探索性的研究裡，我們探討在逐漸分層的醫學發展下，它對製藥產業結構、獲利能力、競爭動態、及永續性的影響。我們預期，未來製藥產業的垂直專業化分工將成為趨勢，而目前的垂直整合製藥模式將逐漸式微，取而代之的將是各式不同的結盟及合作。我們設想在未來的製藥產業中，最大的參與者或許是知識管理公司，亦即疾病管理公司。

關鍵字

分層醫學 ； 製藥工業 ； 商業模式

並列摘要

One of the biggest challenges for the biopharmaceutical industry in the 21st century will be to develop and deliver drugs that matched with specific patient population characteristics using clinical biomarkers- which we call stratified medicine. This change from blockbuster medicine to personalized medicine will, to a large extent, influence the way that drugs are going to be developed, marketed and prescribed in the future. Apparently, Big Pharma today is facing new competitive realities. Their landscape is shifting in highly unfamiliar ways as traditional industry maps out. In this study, we review and discuss the economic implications of increasingly stratified medicines for industry structure, profitability, competitive dynamics and long-term sustainability. We envision vertical specialization will become the norm. The pharmaceutical industry will be vertically disintegrated by a wide variety of alliances and other collaborative enterprises. We wonder whether or not the biggest players in the pharmaceutical industry of the future would, in fact, be knowledge management companies, or perhaps disease management companies.

並列關鍵字

Stratified Medicine ； Pharmaceutical Industry ； Business Model.

參考文獻

Avidor, Y., Mabjeesh, N. J., & Matzkin, H. 2003. Biotechnology and drug discovery: from bench to bedside. Southern Medical Journal, 96(12), 1174-1186.

Burstein, H. J. 2005. The distinctive nature of HER2-positive breast cancers. New England Journal of Medicine, 353(16), 1652-1654.

Chanda, S. K., & Caldwell, J. S. 2003. Fulfilling the promise: drug discovery in the post-genomic era. Drug Discovery Today, 8(4), 168-174.

Cutler, D. M., 2007. The Demise of the Blockbuster? New England Journal of Medicine, 356(13), 1292-1293.

Danzon, P. M., Nicholson, S. & Pereira, N. S. 2005. Productivity in pharmaceutical- biotechnology R&D: the role of experience and alliances. Journal of Health Economics, 24, 317–339.