Biopharmaceutical CDMO boom and worry.

In the era of horse-running circles, stags, some people have made a name for them, and some people are sad, the storyline always happens like this, biopharmaceutical CDMO industry is no exception.
domestic biopharmaceus CDMO market is absolutely rich to earn, but the pattern is diversified development, fish and dragon mixed.
addition to the drug-clearing creatures stand out and do not seem to see the ceiling, other peers are also in the process of increasing the code, and strive for the industry's second-old.
in terms of publicly disclosed revenue volumes, it is clear that The Pharmaceuticals have left their domestic rivals far behind and are not at all in an order of magnitude.
others, the increase was similar and below the 22.90 per cent increase in the CRO industry as a whole, a marked decrease from the previous year.
shows that the biopharmaceonce idMO industry, in addition to the boss continues to surge, several others are in the adjustment period, and gradually converge.
2017-2019 CDMO enterprise revenue (million yuan) Description: 1) Pharmaceutical bio-business scope including antibodies and fusion proteins and other biopharmaceutical discovery to CMC development and production of the entire industrial chain; 3) Kingsley Biopharmaceutical Development Services (New Brand GenScript ProBio, July 2020) includes the development and production of antibody drugs and gene cell therapy processes; 4) Sansheng Pharmaceuticals includes all the technical services related to the group's factories, mainly Zhangjiang plant and Italian plant; 5) Sansheng Guojian refers to the CDMO business of Zhangjiang plant.
Such a situation, on the one hand, lies in the siphon effect of pharmaceutical organisms, has been firmly grasping high-quality customers, on the other hand, other enterprises in the strength of difficult to enterprise and industry bosses, there is no obvious gap between the companies, so the formation of a melee scene, in the income has not significantly opened the gap.
, of course, Grigg Ingham (BI) looks high and low in China.
First, the pricing level of the international first-line CDMO is not easy for most domestic enterprises to bear;
01 entry: more players into the cake, although the biopharmace idMO market only the second position can be contested, or some people have joined the killing, after all, looking at such a large piece of cake, can always eat some.
2019, the following companies have been registered to compete in the CDMO industry.
, founded in January 2019, is a wholly owned subsidiary of Beijing Tianguang.
relying on the parent company's technology platform and research and development team, Huatian tian really Beijing Daxing biopharmaceutical base construction covering monoclonal antibody research and development and industrial production of the entire industrial chain platform.
as early as 2018, Tian guangshi strategy to take a stake in Doning Bio, its serum-free culture base business integration in the form of capital increase into Donin Bio, to become a strategic shareholder of Donin Bio.
this is another serum-free media plus CDMO business model.
other companies are Ascon, which has just completed a Rmb450m round of B financing, as well as Opumai, Geer and Kangsheng.
addition, it has to be mentioned that Tian Guangshi's unique deyan algae technology has been entered into clinical trials, the technology can enhance the antibody drug ADC anti-tumor activity.
, founded in April 2019, is located in Suzhou, behind the management of Shi Pharmaceutical Group.
General Manager Zhai Zhiwei is also the old river and lake, once was also the general manager of Wuhan Xikang.
this time as a senior professional manager, from the beginning to take care of Kang Nik Baio business, naturally is also familiar.
is this a rising star? Let's focus on it.
, Hangzhou Bay Biotech Valley officially opened in October 2019, with a total investment of 2 billion yuan, laying the foundation for the whole industrial chain project of Jianxin Original Biopharmaceuticals.
The project, led by successful serial entrepreneur Yu Guoliang, focuses on building innovative biopharmaceutical research and development institutions (Crown Comebo) and biopharmaceutical production platform (CDMO), forming biopharmaceutical related enterprise incubation clusters and integrating biopharmaceutical innovation funds.
phase of the project to build 8 2000L bioreactive devices, with commercial production capacity monoclonal antibody production line, and cell and gene therapy commercial production line.
, founded in November 2019, also started out as a serum-free culture base business and quickly expanded into the CDMO field, announcing the construction of a production site in Taicang in March 2020.
start-up team can be described as a luxury configuration.
, Zhao Xiaojian has accumulated extensive experience in media development and has worked in mainstream multinational companies in media, while Scott M. Wheelwright is also a Chinese general, playing an important role in the early creation of Xinda Bio; Werner previously played a key role in the rise of CDMO international giant Grigg Ingham, and was even the founder.
, founded in December 2019, is a wholly owned subsidiary of Health Hall Group in Hangzhou.
company's legal representative is Liang Qibin, who previously set up Suqiao Bio after leaving Mei Berry and received huge financing.
but left after less than two years in office.
this time back to the tree, regrouping, must be full of ambition.
addition to this, there are the following enterprises are previously missed, also introduced here.
Taikang Bio, founded in July 2008, is a subsidiary of Meiwei Bio, located in China Pharmaceutical City, Taizhou.
addition to independent research and development, the company also co-built a biomedical professional CRO/CMO service platform with Taizhou National Pharmaceutical High-technology Zone.
In April 2020, Meiwei Bio-Declaration Department completed a round of financing of up to 1.97 billion yuan A, the announcement shows that the first variety is expected to be listed in 2020, by 2023, the number of products listed will reach more than 4.
expected that in the future, Taizhou plant is mainly responsible for the production of independent products.
founded in December 2014, the core team is from international giant Lonza, which covers the development and production of one-stop CMC services for biologics from DNA to BLA.
addition to the mammalian cell culture platforms that their peers are working on, the company can also build microbial fermentation systems, a new force for microbial platforms that have emerged after Bei yi protein and Yaohai organisms.
based on the reputation of the Longsha team in the United States in the international microbial platform technology, the Bibo team may represent the international level in the field of microbial fermentation, its performance is worthy of attention.
, the company also provides research and development services for gene therapy programs and claims to have experience in research and development services in this area for MNC.
should say that Bieber Bio's biopharmaceutical CDMO business looks comprehensive.
, of course, the company's biggest bright spot may be the large-scale commercial bioreacter technology of 20,000 liters per can.
mentioned before, will there be more than 10,000 liters of stainless steel bioreacters? In order to ensure global supply capacity and cost control requirements, major international biopharmaceutical companies and mainstream CDMO companies are equipped with large-scale stainless steel bioreacters, more than 10,000 liters of scale for commercial production has become an international mainstream trend.
the future, the continued growth of the Chinese market and the participation of Chinese companies in international competition, coupled with the stormy trend of bio-similar drug collection, the use of large-scale bioreactive reactors in line with international standards for commercial production is an inevitable trend.
Baifan Bio Was founded in October 2016 and is a wholly owned subsidiary of Guilin Sanjin Pharmaceuticals.
This is following the overall acquisition of Baobo Bio in 2013, Guilin Sanjin in the field of biopharmaceity major initiatives, resulting in baoboat focused on project projects and early research, Baifan focused on process development and production operations of the strategic layout.
as a production base, in order to meet the production needs of their own products at the same time, surplus capacity to undertake CDMO business.
company's unique NONCROSTM cross-production platform to meet the compliance requirements of multi-product co-production, the overall operating efficiency is high, the cost advantage is obvious, in 2020 put into operation scale of 6 2000L reactors.
Military Science and Ltd. is a wholly-owned subsidiary of Junke Huayuan, established in November 2016.
since the reform of the system, the Military Academy of Medical Sciences has spun off its previous business with enterprises for social operation.
company to the Chinese Academy of Military Medical Sciences and the National Engineering Research Center for Protein Drugs as the base, in the domestic new drug research and development industry belongs to a gold signboard.
military science is a world-class level in quality inspection and protein analysis, with strong technical capabilities in chemical and chemical analysis, structural corrobody and biological activity analysis.
's core team comes from Baodao Taiwan's Cossison Pharmaceuticals, a single-strain antibody drug business from parent company United Asia-Pacific, which was established in 2013 and focuses on the development and manufacture of innovative single-strain antibody drugs.
2017 to enter Chinese mainland, in Yangzhou to establish process research and development and manufacturing production platform.
this is another Taiwanese biopharmaceutical CDMO company to develop on the mainland, following the previous Hikang.
Taiwan's biopharmaceus industry started earlier than the mainland and has trained a large number of talents.
with the development situation of the mainland in recent years far superior to that of Taiwan, a large number of biopharmaceutical talents, with their excellent technical strength, international knowledge structure and similar cultural awareness, have flocked to the mainland in search of development opportunities.
founded in April 2018, the company's core team is mainly from Xinda Bio, Roche and other biopharmaceutical companies, the team includes PD-1, a number of new pharmaceutical products and biosimilar products from research and development, PCPV to commercial experience.
company has its own research and development media capabilities, irrigation technology platform and ADC drug development and production platform.
Zhi hen biological establishment 2 years cumulative orders of more than 400 million yuan, more than 20 partners, has successfully completed the Sino-Australian IND declaration project 4, has been in clinical drug delivery project 2, customer re-signing rate of more than 90%.
company has a number of 200 L, 500 L and 2000 L disposable raw liquid production lines.
's current 50,000-litre plant, including several 2,000-litre and 4,000-litre production lines, will go into production by the end of 2021 to provide commercial production services to more biopharmaceutical companies.
02 Chaos: Touching the bottom line of the industry Roughly enough, there are already more than 40 CDMO companies engaged in antibodies and fusion protein drugs, and many voices in the industry have expressed concern about overcapacity.
, it's not going to be a back-and-forth, and there are still new businesses joining the melee.
the same time, from the demand side, the capital market concentrated funds on the head of innovative pharmaceutical companies, and head enterprises like to entrust the project to the head CDMO enterprises.
, there may be more and more "monks", and "porridge" seems to be less and less such a bleak situation.
, some enterprises may start to be unable to survive, especially before the big publicity, the sound of a huge, the plate spread too large, gradually unsustainable.
addition, some of the practices of some enterprises touch the bottom line of the industry, chaos, people shudder.
/Dingkang: Where does Hi-Kang come from? Jiuding Integrity is based on the foundation of Taiwan JHL Biotech was established in 2012, and in June 2013 entered the mainland in Wuhan to set up Hikang Bio.
company has two main businesses, biosics and CDMO.
production site in Guanggu, Wuhan, opened in November 2014 and was completed in February 2016, the world's first biopharmaceutical plant using KUBio, a modular biopharmaceutical solution for GE Medical.
With its technical strength and operational level in line with international standards, Hikang Bio was once regarded as a rising star in the industry, not only a long-term partner of Baiji Shenzhou, but also won the favor of Sanofi.
5, 2016, Sanofi and Hicom bio announced a strategic alliance partnership.
under the agreement, Sanofi will invest $80 million to buy a 12% stake in Hikang Bio for T$90 a share.
addition, Sanofi will pay an advance of $21 million for an exclusive interest in Lytoxi monobial-like drugs and Hi-Kang Bios.
the partnership, Hicom bio will receive milestone payments of up to $236 million.
, Hicom bio will lead the development, registration and production of the drug, and Sanofi will be responsible for the commercial operation of the drug in China.
until 2018, everything seems to be going well, but there is a hint of unease.
On the one hand, Lytoxi monobial-like drugs were launched in Phase III clinical trials in China and are in phase III clinical studies in Europe, and on the other hand, four former employees of Genentech were accused of stealing technical secrets and providing them to Hikang, the original researcher of Lytoxi monosants.
court indictment states that in 2013, the suspect worked at Hi-Kang for four weeks as a gene-tek technician using a laptop issued by Genentek, and then continued to collect technical secrets and provide them to Hi-Kang.
September 2019, Shikang reached an out-of-court settlement with Genentek, which will stop developing and producing Genente's fist products, including lysoxi monoantigen.
fire at the gate of the city, and the fish in the pond.