In 2022, the R&D investment in the innovative drug industry will continue to increase, and analysts pointed out that with the recovery of industry policies in 2023, the epidemic control and broadband will just need to release the demand for diagnosis and treatment, and the field of innovative drugs may usher in the Davis double-click
.
Some institutions believe that in 2023, the subdivision of innovative drugs can pay attention to: 1) enterprises with solid platform technical capabilities, relatively high certainty of clinical progress, and new varieties that have been listed one after another, such as Akeso-B, Innovent Biologics, etc.
; 2) Large varieties enter the medical insurance volume, commercialization is expected to exceed expectations, and there are enterprises with overseas expectations, such as BeiGene-U
.
Taking Akeso as an example, the company currently has 3 self-developed products on the market
.
In addition, from the perspective of the company's R&D pipeline, Akeso has more than 30 innovative drug pipelines for the treatment of tumors, autoimmune, inflammation, metabolic diseases and other major diseases, with 5 products currently in phase III and later stages, and 13 pipelines in critical/phase III clinical stages
.
In recent years, Akeso's R&D expenditure has remained high, with R&D expenses of HK$1.
37 billion in 2021 and RMB595 million in the first half of 2022, compared to RMB564 million
in the same period last year.
The author learned that recently, Akeso issued an announcement that it will grant Summit Therapeutics the exclusive license to develop and commercialize Ivosi (PD-1/VEGF bispecific antibody) in the United States, Canada, Europe and Japan
.
According to the agreement, Akeso will receive up to 5 billion US dollars in transaction amount, which also sets a new record
for the amount of license out of China's innovative drugs this year.
In addition, on December 6, Akeso announced its intention to issue ordinary shares
to be listed on the Science and Technology Innovation Board of the Shanghai Stock Exchange and traded in RMB.
This also means that Akeso is expected to become the sixth Chinese innovative drug company
to return to the science and technology innovation board from Hong Kong stocks after Junshi Biologics, CanSino Biologics, BeiGene, Remegen Biologics and InnoCare.
Industry insiders predict that by then, Akeso's cash on hand is expected to exceed 8 billion yuan, which will ensure the company's operating needs
for at least 5 years.
Let's take a look at Innovent Biologics, in addition to the 7 new drugs that have been mass-produced, there are currently 25 new drugs currently under development, focusing on the track of 100 billion anti-tumor drugs, Seprutinib has submitted a marketing application, 5 new drugs are in the key clinical stage, entering the rapid harvest period
of the pipeline.
According to the data, since the birth of the first commercial product, Innovent Biologics' annual product revenue has increased from 1 billion yuan to 4 billion yuan in three years, and the company's commercialization capabilities have been continuously verified, and the commercial product portfolio has continued to expand
.
The agency predicts that the company will have a number of market concerns about the market approval and clinical trial progress in 2022-23, believing that if it can be cashed, it will provide support for the stock price, including: 1) the launch of new drugs: the non-small cell lung cancer drug Sepaptinib may be approved; 2) Key clinical progress: IBI-362 (obesity and type 2 diabetes drugs), IBI-351 (oncology drugs), and IBI-112 (psoriasis drugs) are expected to enter key phase 2/3 clinical trials; 3) Clinical trial key data readout: It is expected to publish preliminary data of IBI-939 (for non-small cell lung cancer), updated data of IBI-322 (for Hodgkin lymphoma), updated data of IBI-326 (for CAR-T therapy), updated data of IBI-310 (for cervical cancer), and phase 2 clinical data
of IBI-302 (for improving vision and retinal edema).
It is reported that on December 15, Innovent Biologics announced that the Group and LG Chem Life Sciences (hereinafter referred to as "LG Chem"), a subsidiary of LG Chem, have reached a strategic cooperation and licensing agreement
on the late-stage clinical innovative drug Tigulixotat (LG R&D code: LC350189, Group R&D code: IBI-350), a new non-purine analogue xanthine oxidase inhibitor (XOI) for the treatment of hyperuricemia in gout patients.
Under the terms of the agreement, the Group will acquire exclusive development and commercialization rights for Tigulixostat in China
.
BeiGene is a global innovative drug company
focused on oncology drug development.
In December 2021, BeiGene was listed on the Science and Technology Innovation Board, becoming the first biopharmaceutical company
in China to achieve "N+H+A" listing.
According to the 2022 BeiGene Interim Report, the company has a research team of more than 800 people and has successfully advanced 14 preclinical drugs to the clinical stage
.
Meanwhile, BeiGene currently has more
than 50 preclinical research programs.
BeiGene has historically invested heavily in R&D
.
Financial report data shows that from 2019 to 2021, its R&D expenses were US$927 million, US$1.
295 billion and US$1.
459 billion, accounting for about 216%, 420% and 124%
of the revenue of the year, respectively.
Because of its great efforts in research and development, BeiGene has successfully launched and commercialized
three self-developed drugs, BRUKINSA (zebrutinib), Baizeran (tislelizumab), and Parkway (pamiparib).
In addition, during the 2022 American Society of Hematology (ASH) Annual Meeting on December 14, BeiGene announced the end-of-stage analysis of progression-free survival (PFS) in the global Phase 3 head-to-head ALPINE trial of the self-developed BTK inhibitor zebrutinib
.
The data showed that in addition to better efficacy, zebratinib also showed higher safety and tolerability
.
Data show that as of the end of the third quarter of this year, the global sales of zebratinib have exceeded 2.
5 billion yuan
.
Among them, the sales in the United States reached 1.
755 billion yuan, and the domestic sales reached 725 million yuan
.
The agency said that driven by technology and capital, innovative drugs and new therapies are emerging one after another, and the verification of the drugability of innovative drugs or the reading of key clinical trial data, high-amount authorized cooperation, and exceeding expected sales volume are expected to become direct stock price catalysts
.
The medical insurance negotiations of innovative drugs will help accelerate the volume of large varieties in the domestic market, while overseas cooperation, clinical internationalization progress and even overseas listing will bring more market attention and industry excess revenue
to the innovative drug sector.
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"share:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body).
appendChild(createElement('script')).
src='http://bdimg.
share.
baidu.
com/static/api/js/share.
js?v=89860593.
js?cdnversion='+~(-new Date()/36e5)]; 
