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In the past, the domestic macromolecular new drug research and development pattern was generally sorted out once a year.
Now, as the research and development pattern is changing faster and faster, our sorting cycle is appropriately shortened
.
From the trend of tumor immunity led by PD-1, to the intensive regulatory reforms launched in 2015 in China, to the science and technology innovation board and the new Hong Kong stock market regulations, which provide a convenient exit path, in recent years, domestic new macromolecular drugs have achieved exponential growth, from From the single digits in 2014 to nearly 200 a year now (excluding CAR-T and other cell therapies)
From the category point of view, more than half of the monoclonal antibodies, double antibodies and ADC accounted for 30%, and nano antibodies and cytokines are also on the eve of the outbreak
.
With popular targets such as PD-1, CD47, and Claudin 18.
2 quickly entering excessive competition, differentiation has become an inevitable choice for latecomers
.
New antibody drugs such as double antibodies and ADCs have become important paths for differentiated innovation
From the perspective of corporate competition, traditional pharmaceutical companies such as Hengrui Pharmaceuticals, Qilu Pharmaceuticals, CSPC, Kelun Pharmaceuticals, and Chia Tai Tianqing have been resolute in their transformations.
Since the spin-off of Borui Biologics from Hisun, it has also been in an explosive growth stage.
.
Among the companies established separately by mature pharmaceutical companies or machinery companies, Fuhong Henlius, Lepu Biological, Zhixiang Jintai, Huabo Biological, and Maiwei Biological are also actively deploying in the field of macromolecular new drugs
In the field of double antibodies, Cinda Bio, BeiGene, Kangfang Bio, Bailey Pharmaceutical, Youzhiyou, Pumis, Anmai Bio, Qilu Pharmaceutical, Immune Onco, Corning Jerry, Connoa, Wei Li Zhibo Waiting for a large number of companies in the layout
.
Six of the 7 dual antibodies of Cinda Biosystems are built around PD-(L)1.
In terms of ADC, Hengrui started to declare intensively this year and has already declared 6 new ADC drugs in total
.
Lepu Biology, Rongchang Biology, Duoxi Biology, Kelun Pharmaceutical, CSPC, etc.
Summarize
Summarize After PD-1, similar windows of opportunity have become fewer and fewer
.
On the one hand, there are more and more pharmaceutical companies and innovative biotechs entering the game.
