AbbVie, AZ, Pfizer and other giants are under pressure: forging future competitiveness, where is the bet?

On January 17, Pfizer revealed that it is establishing a partnership with the French company Novartis to develop an oral drug therapy against the new coronavirus to enhance future competitiveness

At the beginning of 2022, the "sense of crisis" of multinational pharmaceutical companies is more urgent: Merck cooperated with Absci in early January, planning to use the latter's artificial intelligence-driven drug innovation platform for drug development.

Tens of billions of "patent cliff" forced

What is the prospect of JAK inhibitors?

AbbVie recently released a forecast that by 2025, the total sales of the above two products is expected to reach 15 billion US dollars, and it can be seen that AbbVie has high hopes for it

In fact, in the past two years, safety issues have emerged one after another with JAK inhibitors: in December 2021, in addition to AbbVie's Rinvoq, Pfizer's Xeljanz and Eli Lilly's Olumiant are also required to use new safety warnings and restrictions label

Nonetheless, JAK inhibitors remain in the spotlight

From the perspective of patents, BMS has been greatly affected by it in the past two years

Facing a more severe challenge is Amgen, with nine of its star products whose patents expire between 2021 and 2030

Due to these common pressures, pharmaceutical giants have chosen to lay out new directions

A number of dual-resistance projects have fallen into the sand

Multinational pharmaceutical companies do fancy "subtraction"

Double antibodies and nucleic acid drugs are not all smooth sailings, as the hot track for multinational pharmaceutical companies to focus on

However, not long ago, the double antibody field encountered setbacks one after another: following the clinical failure of Merck's double antibody, Eli Lilly terminated the clinical development of two double antibody products, namely PD-L1/TIM-3 double antibody LY3321367 and IL-23 /CGRP double antibody project

The research and development of double antibody remains unabated

In 2022, precise breakthrough should be another common feature of the strategic contraction of multinational pharmaceutical companies

Another big change is AstraZeneca (AZ).

On December 31, 2021, Junshi and AZ agreed to "break up", and Junshi withdrew the right to promote Toripalimab injection as agreed in the original agreement

In general, due to the reconstruction of the global pharmaceutical environment, multinational pharmaceutical companies have adjusted their strategies and talent structures on a large scale, and a new round of future strategic layout competition has quietly kicked off
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