Peptide industry in-depth report: patent cliff creates industry opportunities

Peptide drugs meet the patent cliff and create industry opportunities With the expiration of patents for multiple peptide heavyweight products, generics will usher in a wave of opportunities In China, there are a large number of cancer patients and chronic disease patients, and there is still a large growth space for peptide drugs in these treatment fields Although there is a certain gap between Chinese manufacturers and international giants in peptide innovative drugs, some domestic manufacturers have a high level in peptide APIs, It also has a great prospect to develop the downstream peptide generic drugs by using the advantages of self-produced APIs In addition, with the expiration of peptide drug patents, the R & D and production of generic drugs will drive the growth of upstream APIs, and API manufacturers will also benefit from this The market of peptide drugs is growing rapidly, and there is still a large space for growth In recent years, the compound growth rate of the global peptide drug market is more than 12%, higher than the overall drug market, with a market scale of nearly 20 billion US dollars It is estimated that it will reach 254 US dollars by 2018, among which there are many large varieties with a level of more than 1 billion US dollars, such as gratiray, lilaluptide, etc The overall scale of peptide drugs is still small, but with the maturity of synthesis technology and the development of preparation technology, peptide drugs have a larger development space Compared with the developed countries, there is still a big gap in peptide drug industry in China, and the product structure is also different At present, the proportion of immune enhancement products in peptide drug market in China is large, such as thymopentin, thymus method, etc., while the share of anti-tumor, diabetes, rare diseases and other varieties is small, the market is not mature, and there is a great development space The new dosage forms and long-acting preparations of polypeptide drugs are the future development direction At present, the polypeptide drugs are mostly injection type, and the frequency of administration is high, so the patients' compliance is poor Through the development of new dosage forms and long-term preparations, it is of great benefit to the promotion of polypeptide drugs At the same time, high-end preparations have certain technical barriers and have greater competitive advantages compared with ordinary dosage forms Investment strategy Polypeptide drugs have the characteristics of high yield, strong specificity, small side effects, etc through increasing the way of administration of polypeptide drugs and the development of long-term dosage forms, polypeptide drugs have great development prospects.