It can be seen from the reports of many pharmaceutical companies that through continuous investment in research and development, a number of pharmaceutical companies have achieved great results in innovative drugs and made a considerable contribution
to the growth of performance in the first half of the year.
For example, on August 31, Simcere Pharmaceutical released its 2022 semi-annual report showing that the revenue of innovative drugs in the first half of the year was 1.
767 billion yuan, an increase of 44.
8% year-on-year, accounting for 65.
4% of the total revenue of 2.
700 billion yuan, a record high
.
On August 31, China Biopharmaceutical Disclosed that the role of innovative drugs in the first half of the year became more and more obvious in pulling its performance, with a total revenue of 3.
49 billion yuan, accounting for 22.
9% of the total revenue of 15.
19 billion yuan, an increase of 14.
2%
year-on-year.
Domestic innovative drugs have entered the harvest period, and the competition in these popular tracks will intensify (Source: Pharmaceutical Network)
In addition, Hansen Pharmaceutical also disclosed in its semi-annual report that the revenue of innovative drugs was about RMB2.
321 billion, an increase of about 84.
8% year-on-year, and the proportion of innovative drugs in revenue increased sharply from about 28.
5% in the same period of 2021 to about 52.
3%.
In this regard, the industry said that research and development is the cornerstone of the development of innovative pharmaceutical enterprises, and it is also its core competitiveness
.
Therefore, with the continuous investment of many pharmaceutical companies in research and development, the innovative achievements are gradually achieving multi-point flowering
.
It is worth noting that while the listing of domestic new drugs continues to accelerate, some tracks are also showing more and more broad development space
.
1.
PD-(L)1 track
.
Since the first domestic PD-1 was approved for listing in December 2018, in less than three years, the PD-(L)1 market has welcomed more than a dozen products
.
It is worth noting that according to the data, there are currently more than 5600 clinical trials evaluating PD1/PDL1 monoclonal antibody as monotherapy or in combination with other therapies, of which more than 4800 are active
.
The industry believes that pharmaceutical companies are piling up in the PD-(L)1 field, which is undoubtedly optimistic about its development prospects
.
It is understood that with the disclosure of semi-annual reports by major pharmaceutical companies, a number of companies with PD-1 products on sale have disclosed sales report cards of related products, and the overall performance is very eye-catching
.
For example, on August 30, BeiGene's semi-annual report showed that in the first half of the year, Bai Zean's ® market sales in China reached 1.
251 billion yuan, an increase of 56.
3%
year-on-year.
On August 30, Junshi Bio's tripletimab achieved revenue of about 298 million yuan in the domestic market in the first half of the year
.
Among them, the sales revenue in the first quarter increased by about 212%
compared with the fourth quarter of 2021.
Sales revenue in the second quarter was still up about 70%
from the first quarter.
In addition, the PD-1 monoclonal antibody Pison approved by Kangfang Bio in the fourth quarter of 2021 also achieved good results in the first half of this year, with product sales of about 300 million yuan in the first half of the year.
.
.
2.
CAR-T
.
Due to the huge market potential of CAR-T therapy, a large number of pharmaceutical companies have begun to deploy
in China in recent years.
It is understood that there are already 3 domestic CAR-T products that have been commercialized, and there are many pharmaceutical companies on the track, such as Keji Pharmaceutical, Reindeer Biology, and Genxi Biology, which are promoting CAR-T-related research and development
.
It is worth mentioning that a number of domestic CAR-T products have also been commercialized, and many of them have performed well
from the perspective of sales.
For example, in the first half of this year, Fosun Pharma's Sales of Cedar Chiorence reached 48 million US dollars, or about 330 million yuan
.
CAR-T Therapy CARVYKTI, a legendary biologics owned by Kingsway Biologics, generated net trade sales of approximately US$24 million, or approximately $162 million, for the quarter ended June 30, 2022
.
3.
ADC
.
In recent years, ADC drugs have become a hot research direction
.
At present, the enterprises that are among the ADC drugs in China include Rongcheng Biologics, Xinma Biologics, Hengrui Pharmaceutical, Haosen Pharmaceutical, Qilu Pharmaceutical, Junshi Biological, Dongyao Pharmaceutical, Shanghai Pharmaceutical, Lixin Pharmaceutical, Kangming Biotech, Tasly Biological, Fuhong Henlin, Haizheng Pharmaceutical, Kelun Pharmaceutical, BeiGene and many other pharmaceutical companies
.
According to the research report of Southwest Securities, there are more than 170 ADCs in China, of which more than
60 have entered the clinical stage.
From the above, it can be clearly seen that the entire ADC drug market is hot
.
However, it should be noted that with the increasing number of competitors, some targets are gradually "inner volume", data statistics show that as of June 2022, domestic companies have declared a total of 64 ADC new drug clinical trials, mostly concentrated in
HER2, Trop-2 and other targets.
epilogue
epilogue
In general, with the release of favorable policies for pharmaceutical innovation, the increase in capital, and the increase in R&D investment of pharmaceutical companies, the innovative drug industry will usher in vigorous development
.
But at the same time, the situation of some popular targets will become more and more serious
.
In this regard, the industry believes that the "inner volume" is an inevitable process
for Chinese biomedicine to move towards the road of innovation and to the global market.
In the face of the phenomenon of piling up, we should start with First-in-class and Best-in-class, and accelerate the pace of
international layout.
In fact, at present, a large number of domestic pharmaceutical companies have focused on the development of First-in-class and Best-in-class in order to gain competitiveness
in the subdivision track.
For example, a large number of domestic pharmaceutical companies, including Di Zhe Pharmaceutical and Baili Tianheng, have been focusing on the development of FIC and BIC to find new growth opportunities
.
