Prevention and treatment of hepatitis B and activation of biopharmaceutical demand "mAb" or next generation drug gold mine

Recently, there have been incidents such as avian influenza and hepatitis B vaccine for children Biopharmaceutical Enterprises have become the focus of the market again, and the share prices of relevant companies have jumped Some experts pointed out that this also reflected people's expectation of biotechnology drugs to cure hepatitis B, tumors, autoimmune diseases and other major and difficult diseases According to reports, in the treatment of major diseases, the rapid development of monoclonal antibodies At present, McAb has become a "new gold mine" in the field of biopharmaceutical "Monoclonal antibody" has entered a high-speed development stage of monoclonal antibody drugs, that is, monoclonal antibody drugs This kind of medicine has high specificity, good curative effect and wide application It can be used to treat many kinds of major diseases For example, colon cancer, breast cancer, small cell lung cancer and other tumors, rheumatoid arthritis, ankylosing spondylitis, psoriasis and other immune diseases, as well as children's respiratory syncytial virus infection, viral infection and so on; these major diseases are mostly diseases that are difficult to cure with existing chemicals, so monoclonal antibodies represent the future of pharmaceutical research and development From the perspective of technology development maturity, biotechnological drugs are divided into three levels: the first level is conventional vaccines, blood products, etc.; the second level is recombinant proteins, monoclonal antibodies, etc.; the third level is cell therapy, gene therapy, etc On the whole, many product markets in the first tier have been saturated, most of the third tier products are still in the R & D stage, and it is difficult to industrialize in a short period of time, while the second tier of monoclonal antibody drugs is in the stage of gradually moving from R & D to industrialization, with various heavy-duty products emerging in an endless stream, and the sales of five products have exceeded 5 billion US dollars In the past 10 years, the global sales growth of monoclonal antibody drugs has nearly quadrupled the overall growth rate of the pharmaceutical market in the same period In 2011, the global market for monoclonal antibodies has reached 62.8 billion US dollars, and by 2015, the global market for monoclonal antibodies is expected to exceed 100 billion US dollars China's import of McAbs is a strategic emerging industry supported by China It is a branch of biopharmaceutical industry and has broad development space It is reported that the average annual growth rate of China's monoclonal antibody market is as high as 50%, which is one of the fastest growing pharmaceutical segments However, the overall level of McAb technology in China is still relatively weak, most products still need to be imported, the high-end market is almost controlled by foreign giants, and there is a huge space for domestic enterprises to replace The price of monoclonal antibody is expensive, and the price of one-time use can reach ten thousand yuan level It is a lucrative market segment in the pharmaceutical field Product breakthrough in the field of monoclonal antibody can often bring explosive growth to related companies For example, just 10 years after its establishment, China CITIC Guojian has become a promising biopharmaceutical enterprise in the industry by virtue of its technical advantages in the field of monoclonal antibodies, achieving a sales scale of more than 100 million yuan for several products Among the A-share companies, Lansheng shares (600826, stock bar) hold 15.18% of China CITIC Guojian shares At present, a number of domestic pharmaceutical enterprises have begun to actively layout in the field of monoclonal antibody Among the listed companies, Huashen group (000790, share bar) and Watson Biology (300142, share bar) are also involved in the field of monoclonal antibody.