According to incomplete statistics, in 2022, the number of cross-border license-ins of domestic pharmaceutical companies will exceed 70
.
From the perspective of disease field distribution, the fields of oncology, infection, neuroscience, autoimmunity and other fields that were active in License in 2021 will still be hot areas
in 2022.
Among them, driven by tumor immunology and caused by continuous breakthroughs, the field of tumor treatment has undoubtedly become the most traded field
in the past few years.
2022 saw a lot of success in oncology, with 15 deals involving oncology therapeutics
.
Among them, East China Medicine performed very
brightly.
On February 28, 2022, Huadong Pharmaceutical announced that it signed an equity investment agreement and an exclusive product licensing agreement
with Heidelberg Pharma AG (hereinafter referred to as "Heidelberg Pharma"), a German listed company 。 Huadong Pharmaceutical will subscribe for the public additional shares of Heidelberg Pharma at a price of 6.
44 euros per share and acquire part of the equity of the counterparty, and finally acquire a total of 35% of the equity of Heidelberg Pharma, becoming its second largest shareholder with an equity investment of 105 million euros
.
Huadong Medicine made it clear that the cooperation with Heidelberg Pharma introduced a variety of ADC innovative products, further enriched the company's innovative product pipeline in the field of oncology, and achieved a differentiated and in-depth layout
in the ADC field.
In addition, it is worth mentioning that on November 15, 2022, Huadong Medicine also announced that its US partner ImmunoGen, Inc.
has announced that its world's first (first-in-class) ADC drug ELAHERE (mirvetuximab soravtansine-gynx, R&D code: IMGN853, HDM2002) for the treatment of platinum-resistant ovarian cancer Obtained accelerated marketing approval from the US Food and Drug Administration (FDA
).
ELAHERE thus becomes the first U.
S.
FDA approved ADC drug for platinum-resistant ovarian cancer for the treatment of adult patients with platinum-resistant ovarian epithelial carcinoma, fallopian tube carcinoma or primary peritoneal cancer who are folate receptor α (FRα)-positive and have previously received a 1- to 3-line systemic regimen
.
ELAHERE's accelerated listing approval in the United States has had a positive impact
on its approval in China.
Huadong Medicine said that the company will continue to fully carry out the clinical development and registration of this product in China to promote its early benefit to Chinese ovarian cancer patients
.
In addition to the field of oncology treatment, in fact, the ophthalmology field was also particularly hot in the past year
.
It is understood that this is mainly in recent years, with the aging of the population and the acceleration of the pace of life, lifestyle changes, the popularization of electronic products and other factors have caused the increase in eye load, the incidence of various ophthalmic diseases has increased; In order to meet the vast and continuous market demand for ophthalmic treatment, many companies have begun to increase their layout in this field
.
For example, in mid-November, Zhaoke Eye announced that it had reached an exclusive distribution agreement
for TONO-i in Greater China with South Korean company C&V Tech.
It said that TONO-i will be an important part of the company's glaucoma medical product portfolio to fill the demand gap
of low diagnosis and treatment rates in China.
On November 10, the class 5.
1 new drug levofloxacin dexamethasone eye drops introduced by Zhaoke Ophthalmology has also been declared for marketing
in China.
This is an innovative drug with the development code NTC010 introduced by the company from NTC, which is intended to be developed for the prevention and treatment of inflammation and infection
after cataract surgery.
The drug has been approved for marketing
overseas.
In addition, on October 28, Zhaoke Ophthalmology also announced that partner Vyluma announced the positive results
of the phase III CHAMP study of NVK002 for myopia progression in children.
It is understood that NVK002 is a new topical eye solution for controlling the progression of myopia in children and adolescents (3 to 17 years old), which can successfully solve the instability of low-concentration atropine, and the product does not contain preservatives, and the expected shelf life is more than 24 months
.
It is worth mentioning that in the face of the huge market, in addition to pharmaceutical companies, the capital market has not missed the opportunity
to nugget.
In recent years, a number of investment institutions, including Sequoia China, Hillhouse Investment, Gao Tejia, Zhengxin Valley Capital, etc.
, have participated in the layout
of the field of ophthalmic treatment.
The industry believes that according to the current industry development trend, the ophthalmic treatment track will continue to become the darling
of the capital market in the future.
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