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The big guys get together and increase their positions, and the growth white horse directly points to the market value of 100 billion

 Last Update: 2022-08-20
 Source: Internet
 Author: User

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Biotech is going through the test of life and death in the cold winter of capital, and the old top pharmaceutical companies are facing the double squeeze of Biotech and centralized procurement, and they have also experienced unforgettable pains

It can be seen from this semi-annual report that Huadong Medicine has rebuilt itself, stepped out of the quagmire of centralized procurement, and returned as a white horse!

Huadong Medicine's revenue in the first half of the year was 18.

In the past three years, Huadong Medicine has demonstrated tenacious survival resilience, reshaped the company's core competitiveness in the face of adversity, and finally entered the harvest period for its international innovation and transformation

This was a thrilling reversal, and the degree of reversal was unexpected.

Top ten shareholders of Huadong Medicine as of June 30, 2022

01 Medical beauty ranks first in the camp

The revenue of Huadong Medicine’s medical beauty segment quietly surpassed that of Amic in Q1 this year

In the first half of this year, the medical beauty business achieved a total operating income of 897 million yuan (excluding internal offsetting factors), an increase of 130.

Domestic medical aesthetics: Xin Keli Aesthetics, a wholly-owned subsidiary, is mainly responsible for the promotion and sales of Ellansé, a girl needle, in China.

Domestic medical beauty:

International Aesthetic Medicine: Sinclair, a wholly-owned subsidiary of British Sinclair, as the main body of Huadong Medicine’s global aesthetic medicine operation, achieved a consolidated operating income of 63.

International medical beauty:

Huadong Medicine's domestic medical beauty product research and development and registration

02 Innovative drugs form three major matrices

The core subsidiary of the pharmaceutical industry, Zhongmei Huadong, has an operating income of 2.

In the first half of the year, the R&D investment of the pharmaceutical industry was 580 million yuan, a year-on-year increase of 34.

Huadong Medicine has accelerated its innovative layout and has also become a major player in the ADC and autoimmunity fields

Hypoglycemic / weight loss series explosion models:

The complete layout of the ADC field: ADC drugs have shown strong efficacy in tumor treatment, and are expected to replicate the miracle of PD-1, while maintaining a differentiated competitive landscape

The complete layout of the ADC field:

The world's first ADC drug candidate HDM2002 (Mirvetuximab) for folate receptor alpha (FRα)-positive ovarian cancer has been submitted and accepted by the company's partner ImmunoGen, Inc.
to the FDA.
The target date for the FDA's decision is 2022 November 28, 2019
.
The drug's Phase I clinical trial PK pharmacokinetics study in China has completed the enrollment of all subjects, and the Pre-BLA application has been submitted to CDE in July
.

HDM2002 is used to treat platinum-resistant ovarian cancer with high FRα expression
.
Ovarian cancer is considered to be the most dangerous type of gynecological malignancy, with nearly 300,000 new cases of ovarian cancer and more than 150,000 deaths worldwide each year
.
According to the "Analysis of the Epidemiological Situation of Malignant Tumors in China in 2015" and the statistics of Global Cancer from 2015 to 2020, there will be about 55,000 new ovarian cancer patients in China in 2020, and the incidence rate will increase slowly every year.
It is estimated that the new patient group will reach 5.
8 in 2031.
Among them, advanced patients accounted for about 70%, folate receptor positive patients accounted for 85%, and high expression patients accounted for 32%
.

Due to the lack of effective diagnostic methods, most ovarian cancer patients are diagnosed at an advanced stage.
At present, the main treatment regimen for these patients consists of single-agent platinum-based chemotherapy, but the efficacy is limited and the side effects are severe.
The recurrence rate is as high as 85%
.
It can be seen that the current need for effective treatment regimens for patients with recurrent platinum resistance has not been addressed
.
The good safety of Mirvetuximab Soravtansine in clinical trials and the potential of combination therapy with other drugs will fill the gap in the treatment of advanced platinum-resistant ovarian cancer patients after the market
.
According to the Huatai Securities Research Report, Mirvetuximab has expanded its indications from platinum-resistant ovarian cancer forward, and is expected to usher in a chemotherapy-free era for ovarian cancer
.

The world's first innovative drug for self-avoidance: In February this year, Huadong Medicine obtained the exclusive license of two innovative products of self-avoidance, ARCALYST® and Mavrilimumab, from the US-listed pharmaceutical company Kiniksa in 24 Asia-Pacific countries and regions
.
Among them, Mavrilimumab is used for GM-CSF-related cardiovascular disease, ARCALYST® has been approved by the FDA for the treatment of cold pyridine-associated periodic syndrome (CAPS), IL-1 receptor antagonist deficiency (DIRA) and and Recurrent pericarditis is the only FDA-approved drug for the treatment of recurrent pericarditis for people 12 years of age and older
.
The adaptability of ARCALYST® in the treatment of CAPS has been included in the "Clinical Urgently Needed Overseas New Drug List (First Batch)" by CDE
.
In response to this urgently needed list, the Center for Drug Evaluation has established a special channel to speed up the review.
For varieties that have not yet been declared, they can directly submit a marketing application and communicate with the Center for Drug Evaluation at any time
.
Huadong Medicine has submitted a Pre-BLA application for ARCALYST® for the treatment of CAPS to CDE in July this year, and plans to submit a BLA application in China in the second half of this year
.

The world's first innovative drug for self-immunity:

Huadong Medicine's main innovative drug and biosimilar R&D pipeline map

03 The new king of synthetic biology

In 2021, the total amount of financing in the field of synthetic biology will be about 18 billion US dollars, which is the hottest track
.
Bio-manufactured products can cover 70% of chemically-manufactured products, facing a broad market space development potential
.
According to CB Insights analysis data, the synthetic biology market is expected to reach US$18.
9 billion by 2024, with a compound growth rate of 28.
8% from 2019 to 2024
.

Huadong Medicine’s industrial microbiology revenue in the first half of the year increased by 31% year-on-year (418 million yuan in 2021, a year-on-year increase of 69.
2%).
Due to the impact of the domestic epidemic, some sales contracts have been delayed, and there is potential for accelerated growth in the second half of the year
.

Huadong Medicine has been deeply involved in the field of industrial microorganisms for more than 40 years.
It has three microbial R&D platforms of Sino-US Huadong, Huida Biology and Huiyi Biology, and five industrial bases in Hangzhou Xiangfuqiao, Qiantang New District, Jiangsu Jiuyang, Meiqi Health, and Meihua Hi-Tech.
, has the largest fermentation monomer workshop in Zhejiang Province and the industry-leading microbial drug production capacity.
The research and development capabilities cover all stages of strain construction, metabolic regulation, separation and purification, enzyme catalysis, and synthetic modification
.

Synthetic biology capabilities are evolving at full speed, expanding the application field of microbial technology horizontally, and seizing the tens of billions of nucleic acid drugs market
.

396 million yuan to acquire a 60% stake in Huaren Technology to form a comprehensive production layout of nucleic acid drugs and upstream raw materials for diagnosis
.
In the field of nucleotide raw materials for in vitro detection, due to the difficulty of purification and high biological quality requirements, currently only a few companies including Huaren Technology can achieve commercial supply in China
.

According to CIC data, the global sales of small nucleic acid drugs are expected to exceed US$10 billion by 2025, of which RNAi therapy is expected to reach US$4.
5 billion by 2025, with a compound growth rate of 66%
.

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Locking in long-term certainty, the first comprehensive pharmaceutical company with a market value of over 100 billion in Zhejiang Province is expected to be born
.

This is an inspirational story
.

There are endless generational changes in hypoglycemic/weight loss drugs and medical and aesthetic products.
ADC drugs and synthetic biology are on the eve of the industrial explosion.
The multi-engine structure remodeled by Huadong Medicine can not only support the stability of performance, but also provide long-term driving force.

.
Three years of bloody transformation, one day reversal of lore! Huadong Medicine has returned from Nirvana, and the medical industry has since reappeared as the strongest growth white horse
.

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