The biomacromolecule drug industry is in the ascendant, and equipment will receive more attention

Recently, Hanteng Bio, a biomacromolecular drug CDMO company, announced that it has completed the acquisition of FyoniBio GmbH, a German company, which mainly provides cell line construction and macromolecular drug process development for global customers through proprietary GEX cell lines and GlycoBody technologies.
, mass spectrometry and biological analysis, clinical biological testing and other macromolecular drug development outsourcing services
.
Through this acquisition, it means that Hanteng Bio has taken an important step in the international development
.
The biomacromolecular drug industry is in the ascendant, and equipment will receive more attention (Photo source: Pharmaceutical Network) Medicines for the prevention, treatment and diagnosis of human diseases prepared from biological materials such as microorganisms, cells and various animal and human tissues and liquids obtained through technology
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The 21st century is seen as the era of biomedicine, and the global R&D focus is shifting from small molecules to macromolecules
.
The integrated data shows that the global CDMO market size in 2019 reached 92 billion US dollars, of which small molecule CDMO accounted for nearly 80%, and macromolecule CDMO only about 20%
.
However, in terms of growth rate, the growth rate of the macromolecule CDMO industry is 27.
45%, and the small molecule is only 12%
.
With the rapid development of the biopharmaceutical market, pharmaceutical companies continue to increase investment in research and development.
The industry expects that by 2022, the proportion of macromolecule CDMOs will increase from 28% in 2019 to 35%
.
At present, although the domestic CDMO industry is still dominated by small-molecule CDMO companies, the field of macromolecular drugs in China has risen rapidly since around 2016, and the development momentum has become stronger in the past two years.
ADC drugs, double antibodies, CAR-T Drugs and other developments are in full swing
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The industry predicts that, like the global trend, the proportion of macromolecule CDMOs in China will continue to increase in the future.
It is expected that the proportion of macromolecule CDMOs in China will increase to 52% by 2023, exceeding the proportion of small molecule drugs
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In recent years, domestic macromolecular drugs have also attracted capital attention, and market financing has been hot
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Statistics show that in 2021, there will be more than 370 financings in the field of biomedicine, and more than 90% of pharmaceutical companies have obtained financing of over 100 million yuan.
From the perspective of subdivisions, they are mainly concentrated in the fields of small molecule drugs, macromolecular drugs, and cell therapy.

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Among them, in the field of macromolecular drugs, in 2021, there will be 85 investment and financing events in the field of macromolecular drugs in China, an increase of 26 cases compared with 2020, and the investment and financing amount will reach 21.
245 billion yuan
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In addition, the development of science and technology has also provided more support for the research and development of biological macromolecular drugs, such as artificial intelligence (AI) that has emerged in recent years
.
Looking at the domestic market, companies including Xinhua Biotech are currently working on building an AI-driven intelligent macromolecule drug development platform to improve the quality and efficiency of macromolecule drug research and development
.
It is understood that Xinhua Biotechnology focuses on AI in tumor immunotherapy and other fields that face huge unmet medical needs.
In January this year, the company also obtained a pre-A round of financing of 100 million yuan for AI computing and biological platform expansion, The expansion of the talent team and the promotion of self-research projects
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In general, the macromolecule CDMO industry is in the ascendant
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It is worth mentioning that, compared with small-molecule drugs, macromolecular drugs have large molecular weights and complex structures, which means that production and preparation face greater challenges
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Market participants believe that with the rise of the domestic macromolecule drug research and development boom, the market will pay more attention to the related macromolecule equipment industry, and powerful domestic pharmaceutical machine companies are expected to gain new opportunities
.
It is understood that some pharmaceutical machine giants such as Tofflon have achieved results through early deployment in the field of macromolecular equipment
.
The company's divisions can provide biomacromolecule pharmaceutical customers with overall solutions from core process equipment, upstream and downstream process system integration, biological liquid preparation, sub-packaging and packaging, pharmaceutical environmental protection to engineering general contracting
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Since 2020, with the rapid development and capacity building of biomacromolecular drugs such as antibodies and vaccines, the company's biological stock solution related equipment has gained more domestic and foreign market opportunities, and the overall solution capability of biomacromolecule equipment has been improved.

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The 2021 semi-annual report shows that in the first half of the year, the company's bioengineering stand-alone and system revenue accounted for 22.
13% of the company's operating income, a year-on-year increase of 602.
40%
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Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
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