Orient: DNA methylation helps in the diagnosis and treatment of endometrial cancer. Focus on related companies in the industry chain.

Orient released a research report stating that the burden of endometrial cancer in China is severe, and there is a relatively high demand for early screening and detection of endometrial cancer. However, the existing screening methods in China are lacking, and the discovery and promotion of new methods are urgently needed. Currently, DNA methylation has been proven to have value in the early auxiliary diagnosis of endometrial cancer, and has become one of the ways for early auxiliary diagnosis of various cancers, due to its advantages of being earlier and less invasive. It is recommended to pay attention to companies that actively introduce innovative products in this field. The main points of Orient are as follows: The burden of endometrial cancer in China is severe, and there has always been a demand for early screening and detection. According to statistics, the number of endometrial cancer cases in China has rapidly increased from 24,300 cases in 1990 to 77,000 cases in 2022, ranking among the top 10 female cancer incidence rates in China. Generally, endometrial cancer is more common in perimenopausal and postmenopausal women, with a high incidence age range of 50-54 years. In terms of prognosis, about 70% of patients are diagnosed in the early clinical stages, with a 5-year survival rate of 95%. However, 10%-20% of patients are already diagnosed with metastasis, with a 5-year survival rate of less than 20%. Therefore, there is a relatively high demand for early screening and detection of endometrial cancer. Existing screening methods are lacking, and the discovery and promotion of new methods are urgently needed. In terms of clinical symptoms, about 90% of endometrial cancer patients have abnormal uterine bleeding or postmenopausal vaginal bleeding. Early detection is particularly important, so screening and testing for asymptomatic/high-risk populations is necessary. Currently, ultrasound is the most commonly used clinical examination method, especially effective for screening postmenopausal patients, but has a lower predictive value in premenopausal women. Additionally, serology, cytology, and histological examinations all have certain diagnostic value, but none are good methods for widespread screening. It is worth noting that although histological examination is the diagnostic gold standard, as an invasive method of examination, it is difficult to be widely used for early screening. DNA methylation has been proven to have value in the early auxiliary diagnosis of endometrial cancer. DNA methylation is a key epigenetic regulation mechanism. Currently, DNA methylation has become one of the ways for early auxiliary diagnosis of various cancers, due to its advantages of being earlier and less invasive. As of November 2024, 22 DNA methylation test kits have been approved in China, which can be used for early diagnosis of colorectal cancer, bladder cancer, liver cancer, etc. In endometrial cancer, many studies have confirmed the value of DNA methylation in early auxiliary diagnosis, with sampling methods mainly using cervical or uterine cavity brushes, which are non-invasive, easy to accept, and implement, with significant advantages. Currently, 10%-20% of endometrial cancer patients in China are already diagnosed with metastasis, with a 5-year survival rate of less than 20%. Therefore, it is urgent to further improve the early screening and detection of endometrial cancer. From the current screening methods, ultrasound is the most common, but with lower predictive value in premenopausal women. Other methods are difficult to be widespread screening measures. DNA methylation, as a key epigenetic regulation mechanism, has been proven to have the potential for early auxiliary diagnosis of endometrial cancer and is also very easy to implement. Investment advice: It is recommended to pay attention to companies that actively introduce innovative products in this field: Amoy Diagnostics (300685.SZ), Jiangsu Bioperfectus Technologies Co., Ltd. (688399.SH), Guangdong Hybribio Biotech (300639.SZ), etc. Risk warning: risks of slow progress in new product research and development and listing, risks of intensified competition from similar products, risks of changes in assumptions affecting calculation results.