In recent years, with the rapid development of the domestic biopharmaceutical industry and fierce market competition, pharmaceutical companies have accelerated their deployment, including promoting clinical pipelines and commercialization strategies after products are launched, such as large-scale production under the background of medical insurance cost control
.
From the public information, it can be seen that a large number of local pharmaceutical companies, including Innovent Bio, Junshi Bio, Henlius, Hongri Pharmaceutical, and Porton, are expanding their production capacity one after another
.
Some pharmaceutical companies have already tasted the "sweetness" of expanding production
.
On August 18, Henlius released the results announcement for the first half of 2022
.
During the reporting period, the company's operating income was 1.
289 billion yuan, a year-on-year increase of 103.
5%; the loss during the period was about 252 million yuan, a year-on-year decrease of 142 million yuan, mainly due to the successive commercialization of core products and the continuous expansion of sales
.
Judging from the commercialized product line, up to now, Henlius has a total of 5 products approved for marketing, namely rituximab (Hanlikang), trastuzumab (Hanquyou), adalimumab Monoclonal antibody (Handayuan), bevacizumab (Hambetai) 4 biosimilars, and innovative drug PD-1 inhibitor slulimumab (Hans-shaped)
.
Among them, the breast cancer drug trastuzumab (Hanquyou), which was approved for marketing in China in August 2020, has brought dazzling sales results to Henlius.
In the first half of 2022, the drug will be sold in China The amount is 800 million yuan, approaching the annual sales of 2021, up 178.
2% year-on-year
.
In addition, based on the cooperation with Acoord, Hanquyou also obtained 12.
5 million yuan in overseas sales revenue and 2.
4 million yuan in overseas licensing revenue
.
In addition, the oncology drug slulimumab (Hans-shaped), which was approved for listing in March this year and quickly achieved commercial supply and reached the first-line market, also brought performance points to the company
.
During the reporting period, Hansi obtained sales income of 76.
9 million yuan
.
Although this data is not as bright as the PD-1 sintilimab (Daboshu) and other products of Innovent, the company mentioned that the reason is due to limited production capacity
.
In addition to the Hans-like shape, in fact, in 2019, the company's Hanlikang also experienced limited production capacity after its listing
.
In order to break the bottleneck of production capacity, Henlius started the layout of expanding production capacity
.
It is understood that the total commercial production capacity of Henlius has doubled to 48,000L in the first half of this year
.
In May of this year, Henlius announced that the company has received the “Approval Notice for Supplementary Drug Application” issued by the State Food and Drug Administration for Hanquyou, which means that the 24,000L production capacity of Songjiang Base (1) can be fully applied to Hanquyou.
commercial production
.
Previously, the company's production base in Xuhui has a commercial production capacity of 24,000L and has obtained GMP certification in China and the EU.
This approval indicates that Henlius has successfully broken through the bottleneck of commercial production capacity and provided strong support for the company's commercial products
.
In addition, the Songjiang Base (II) Phase I project, which is under construction at the same time, has a total designed production capacity of 96,000L.
After full completion, it can meet the commercial production needs of more than 20 innovative products and provide continuous support for the global distribution and expansion of products
.
It can be seen from the semi-annual report transcript that the company has broken through the production capacity limit and achieved smooth commercialization progress
.
The report shows that, in order to ensure the stable supply of medicines, Henlius arranged for employees to close the factory to maintain the normal operation of the production base.
During the period, the first batch of commercial products was successfully released from the Xuhui base only 4 working days after Hans’s license was approved, and Songjiang Base (1) has quickly completed the first batch of large-scale shipments of Hanquyou after being approved for commercial production
.
