Annual inventory of over 100 new drug transactions!

2021 is coming to an end, and China's biomedical industry will also end its one-year journey and open the next chapter
.
During this year, Chinese innovative pharmaceutical companies are also moving forward.

In addition to science and innovation, cooperation is another theme

According to public statistics, as of December 24, 2021, Chinese biomedical companies disclosed more than 100 authorized transactions related to innovative drugs
.
Looking at these new drug transactions, it can be seen that the amount of overseas authorization of China's independent research and development of innovative drugs continues to set new records, the new trend of "license-in" is emerging, and new drug transactions between Chinese companies have become more active

.

The amount of overseas authorization for independent research and development of innovative drugs in China continues to set new records, the new trend of “license-in” appears, and new drug transactions between Chinese companies are more active

Highlight 1: Overseas authorization of local new drugs is blooming

Highlight 1: Overseas authorization of local new drugs is blooming

According to incomplete statistics, in 2021, at least 20 Chinese companies will license their independently developed innovative drugs to overseas companies
.
These authorized cooperation not only mean that China's innovative drugs have been recognized by overseas companies, but also will greatly accelerate the speed of local innovative drugs benefiting patients around the world

.

In 2021, at least 20 Chinese companies will license their independently developed innovative drugs to overseas companies

After BeiGene and Novartis achieved scientific breakthroughs in tumor immunotherapy represented by PD-1/PD-L1 inhibitors, a series of research and development results have also blossomed in China, and more and more products under research have been obtained overseas Recognition and cooperation

This authorized cooperation of Rongchang Biotech not only represents the recognition of local ADCs by large pharmaceutical companies, but also represents the considerable R&D prospects in this field, which will attract more innovative therapies to be developed and born.

To continue the development, production and promotion of BeiGene's TIGIT inhibitor ociperlimab in North America, Europe and Japan

Nuocheng Jianhua Allis Pharmaceutical Beijing Tide Pharmaceutical

Another case worthy of attention is the collaboration between Rieger Pharmaceuticals and Eli Lilly and Company.
The two parties will jointly develop innovative therapies for metabolic diseases in the next few years
.
This is one of the few cooperation cases in the field of metabolic diseases among Chinese companies in overseas authorized cooperation cases in 2021.

The potential cooperation amount is as high as 1.

Regal Pharmaceutical

In addition, as rare diseases and neurological diseases have attracted more and more attention in recent years, cooperation in the authorization of new drugs in related treatment fields has also been quite active
.
For example , Suoyuan Biopharmaceuticals and Aytu Biopharma have reached a global license agreement on the development of DB102 for the treatment of rare genetic diseases such as Vascular Ehlers-Danglos Syndrome (vEDS), which is a small molecule serine/threonine kinase inhibitor; Luye Pharma has entered into cooperation with a number of overseas companies on its product for the treatment of Alzheimer's disease

.

Suoyuan Bio- Green Leaf Pharmaceutical

Highlight 2: "license-in" new trend appears

Highlight 2: "license-in" new trend appears

"License-in" is an effective way for pharmaceutical companies to cover cutting-edge innovative technologies, expand product pipelines, and benefit patients from existing innovations
.
In 2021, under the general trend of global cooperation, Chinese companies are also continuing to introduce innovative products

.

And gradually show new characteristics

According to statistics, a number of innovative products introduced from overseas within this year have quickly started clinical development in China.
For example, Zai Lab introduced a MET/SRC/CSF1R inhibitor for USD 360 million in January.
It was approved for clinical use in China in September; the EZH2 methyltransferase inhibitor , which was introduced by Hutchison Medicine for over US$300 million in August, was declared for clinical use in China in December and was accepted .
Further, Simcere year introduced PI3K / mTOR pathway inhibitor paxalisib, treating Alzheimer's disease as well as small molecule peptide glutamyl cyclotransferase PQ912 inhibitors, have been declared clinically in China .

Zai Lab Hutchison Pharmaceuticals EZH2 methyltransferase inhibitor Simcere Pharmaceuticals

In addition to the authorized cooperation for a certain product, more and more cooperation has begun to focus on a certain technology or a certain treatment field
.
For example, in June of this year, Zai Lab reached a US$1.
45 billion cooperation with Macrogenics to obtain the rights to 4 bispecific molecules based on CD3 or CD47; Hansen Pharmaceuticals reached a cooperation on siRNA therapy twice this year, thus cutting into this In the field of research and development, the two cooperation amounts are expected to exceed US$1.
75 billion; BeiGene and Strand Therapeutics have reached a cooperation to develop solid tumor tumor immunotherapy based on a new generation of multifunctional mRNA technology; Genting Xinyao and Providence Therapeutics have reached a cooperation.
The content of the cooperation includes Genting Xinyao uses the latter's mRNA technology platform to develop mRNA products globally
.

In addition to the authorized cooperation for a certain product, more and more cooperation has begun to focus on a certain technology or a certain treatment field
.
Hansen Pharmaceutical BeiGene Genting Sunshine

In addition, "license-in" transactions in the field of rare diseases are also increasingly active
.
This year, Beihai Kangcheng has successively introduced three products for the treatment of rare diseases, namely: the new liver-targeted adeno-associated virus (AAV) sL65 capsid, which is used for the development of gene therapy for Fabry disease and Pompe disease and other indications.
; The gene editing therapy LB-001, which is under investigation for the treatment of methylmalonic acidemia, and the targeted sodium-dependent bile acid transporter (ASBT) drug maralixibat, which is being evaluated for the treatment of various cholestatic liver diseases
.
Langyu Group and its subsidiary Langhua Pharmaceutical have introduced imcivree, a treatment drug for a series of rare genetic obesity diseases, and a new drug for the treatment of congenital adrenal hyperplasia and pediatric adrenal insufficiency
.

Beihai Kangcheng Langyu Group and its subsidiary Langhua Pharmaceutical

Highlight 3: Active new drug transactions among Chinese companies

Highlight 3: Active new drug transactions among Chinese companies

In the case of Chinese companies' innovative drug transactions in 2021, one phenomenon that has to be mentioned is the active performance of new drug license transactions between Chinese companies
.
According to incomplete statistics, there are at least 20 relevant cases
.
This also means that when Chinese new drugs choose to introduce products, they begin to focus more on local innovative drugs.
For example, Hengrui Pharmaceuticals, Cinda Biological, and CSPC have all introduced innovative products from local companies this year.
At the same time, Chinese companies Through cooperation in development, commercialization, etc.
, more innovative therapies are brought to patients faster
.

It also means that when Chinese new drugs choose to introduce products, they begin to focus more on local innovative drugs.

Looking at these cooperation cases, on the one hand, the transaction amount has reached a new high.
For example, Jichuan Pharmaceutical and Tianjing Biotech reached a strategic cooperation of 2.
016 billion yuan on Etan growth hormone, which set a new high for similar transactions in the global pediatric medicine field in recent years; BeiGene Shenzhou and Wei Li Zhibo reached a US$770 million global authorized cooperation on anti-LAG-3 antibodies.
The transaction amount has also been at the forefront of new drug cooperation between Chinese companies in recent years
.

Jichuan Pharmaceutical and Tianjing Bio -BeiGene and Weilizhibo

On the other hand, the cooperation model is also more diversified
.
Letter Dasheng was announced Yasheng medicine expand multi-level strategic cooperation, including joint commercial third-generation BCR-ABL inhibitor imatinib Ao Leiba, in research and Bcl-2 inhibitor APG-2575 with anti-CD20 mAb Rituximab injection and the anti-CD47 monoclonal antibody IBI188 under development will start clinical cooperation.
In addition, Innovent will also subscribe for new shares and warrants from Yasheng Pharmaceutical
.
According to public information, the cooperation between Hengrui Pharmaceuticals and Wanchun Bulin, Yingli Pharmaceuticals, and Tianguangshi Biology, which are subsidiaries of Wanchun Pharmaceuticals, will also be a cooperation model of product licensing + equity investment in 2021
.

Letter Dasheng was announced Yasheng medicine Hengrui Medicine products authorized equity +

In addition, compared with the traditional self-built complete commercialization team, Chinese biomedical companies began to focus more on cooperation, and through cooperation to give play to their respective advantages, so as to develop more combination therapies, or rapid innovative products Commercialization for the benefit of patients
.
For example, in the above-mentioned cooperation between Tianjing Biological and Jichuan Pharmaceutical, Jichuan Pharmaceutical has broad coverage and rich experience in the commercialization of pediatric drugs.
Dr.
Zang Jingwu, the founder and chairman of Tianjing Biological, once accepted WuXi PharmaTech.
The content team said in an interview that the company's strategy is to find the strongest pediatric channel to cooperate and use the advantages of both parties to maximize the value of the product, rather than building a sales team from scratch
.

In addition to the aforementioned cases, there are actually many other new drug authorization cooperations in 2021, and I will not introduce them here
.
We hope that cooperation can be used to accelerate the birth of innovative therapies and better benefit patients
.