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"Inijuan" is becoming a widely mentioned hot word on the Internet.
Its original meaning refers to the phenomenon that human society stagnates or cannot be transformed into another advanced model after reaching a certain form of development at a stage of development
.
Later, it was applied to some industry phenomena to describe the involution caused by excessive competition in the industry
.
This is also happening in the field of domestic innovative drugs
.
Some popular tracks such as ADC drugs and PD-1 products are becoming more and more "involved", more and more companies are entering the game, and the amount of fundraising and financing is also increasing, and the competition is fierce
.
The track of innovative drugs is getting more and more "involved" Since the approval of Teriplimumab, there have been more and more players on the PD1 monoclonal antibody track.
The current competition of PD-1 can be described as "involved"
.
The four domestically-produced PD1, which account for the highest market share, have entered medical insurance negotiations.
Under the influence of medical insurance, sales of some PD-1 inhibitors have increased rapidly, but some PD-1 inhibitors have not performed as expected
.
In addition, many new indications for products have also participated in the new round of medical insurance negotiations that started not long ago.
The price reduction of PD1 products has become a trend, and the competition will become more intense in the future
.
According to statistics, there have been 85 Chinese companies in China that have developed or co-developed PD-1 products.
It is expected that 15 PD-1 monoclonal antibodies will be listed in the next 2-3 years.
Under the general trend of price reduction, whether the company can recover the cost is one thing.
Big problem
.
Antibody-conjugated drug (ADC) is a combination drug that combines the advantages of precise targeting of antibody drugs and high-efficiency killing of small molecule cytotoxic drugs.
Compared with other tumor therapies, it has better curative effect and broad market prospects.
This has also made recent years The domestic ADC drug research and development enthusiasm is high, and its enthusiasm is no less than that of PD-1 monoclonal antibody
.
With the continuous breakthroughs in key technologies, the domestic ADC drug research and development enthusiasm has continued to increase, attracting continuous investment in enterprises and capital.
At present, there are many traditional companies on the track such as Hengrui Pharmaceutical, Kelun Pharmaceutical, Qilu Pharmaceutical, CSPC, as well as BeiGene, Emerging companies such as Junshi Biology and Genting Xinyao
.
At the same time, domestic companies such as Genting Xinyao, Qilu Pharmaceutical, Lepu Bio, Cinda Bio, etc.
have frequent license in/out transactions with foreign companies, and the enthusiasm for research and development continues to rise.
.
Data shows that at least 32 domestic companies have deployed ADC drug research and development, involving 23 targets (including HER2, Trop2, CD30, Claudin 18.
2, Nectin-4, CD79, etc.
), and a total of 67 ADC drug products are under development (among them 40 ADC drugs from 25 companies have entered clinical trials)
.
However, most of the popular targets are concentrated in HER2 and Trop2.
With the advancement of clinical trials, follow-up products will gradually enter the harvest period, triggering more intense competition
.
Where should pharmaceutical companies go? The industry believes that the status quo of "inward-rolling innovation" in some innovative drug tracks is mainly due to insufficient investment in the research and development of high-end innovative drugs by local pharmaceutical companies
.
Therefore, pharmaceutical companies should increase the intensity of R&D investment, make real innovations, rather than "false innovations", and avoid squeezing in the "shortcut" track
.
In fact, in July this year, the National Center for Drug Evaluation released the "Guidelines for Clinical Value-Oriented Anti-tumor Drug Clinical Research and Development" for soliciting comments, proposing that the future domestic innovative drug application for new drug clinical trials should be in line with existing plans.
The best drugs are compared, otherwise they cannot be marketed, and the document is also fighting against ineffective innovations
.
Going to sea is another route
.
For example, in the field of PD-1 drugs, "going abroad" has become a new choice for such products to expand the market
.
In addition to Junshi Biology, BeiGene, Xinda Biology, Hengrui Pharmaceuticals, etc.
, through cooperation with foreign pharmaceutical companies, license their products to overseas, actively explore overseas markets, and enhance competitiveness
.
Its original meaning refers to the phenomenon that human society stagnates or cannot be transformed into another advanced model after reaching a certain form of development at a stage of development
.
Later, it was applied to some industry phenomena to describe the involution caused by excessive competition in the industry
.
This is also happening in the field of domestic innovative drugs
.
Some popular tracks such as ADC drugs and PD-1 products are becoming more and more "involved", more and more companies are entering the game, and the amount of fundraising and financing is also increasing, and the competition is fierce
.
The track of innovative drugs is getting more and more "involved" Since the approval of Teriplimumab, there have been more and more players on the PD1 monoclonal antibody track.
The current competition of PD-1 can be described as "involved"
.
The four domestically-produced PD1, which account for the highest market share, have entered medical insurance negotiations.
Under the influence of medical insurance, sales of some PD-1 inhibitors have increased rapidly, but some PD-1 inhibitors have not performed as expected
.
In addition, many new indications for products have also participated in the new round of medical insurance negotiations that started not long ago.
The price reduction of PD1 products has become a trend, and the competition will become more intense in the future
.
According to statistics, there have been 85 Chinese companies in China that have developed or co-developed PD-1 products.
It is expected that 15 PD-1 monoclonal antibodies will be listed in the next 2-3 years.
Under the general trend of price reduction, whether the company can recover the cost is one thing.
Big problem
.
Antibody-conjugated drug (ADC) is a combination drug that combines the advantages of precise targeting of antibody drugs and high-efficiency killing of small molecule cytotoxic drugs.
Compared with other tumor therapies, it has better curative effect and broad market prospects.
This has also made recent years The domestic ADC drug research and development enthusiasm is high, and its enthusiasm is no less than that of PD-1 monoclonal antibody
.
With the continuous breakthroughs in key technologies, the domestic ADC drug research and development enthusiasm has continued to increase, attracting continuous investment in enterprises and capital.
At present, there are many traditional companies on the track such as Hengrui Pharmaceutical, Kelun Pharmaceutical, Qilu Pharmaceutical, CSPC, as well as BeiGene, Emerging companies such as Junshi Biology and Genting Xinyao
.
At the same time, domestic companies such as Genting Xinyao, Qilu Pharmaceutical, Lepu Bio, Cinda Bio, etc.
have frequent license in/out transactions with foreign companies, and the enthusiasm for research and development continues to rise.
.
Data shows that at least 32 domestic companies have deployed ADC drug research and development, involving 23 targets (including HER2, Trop2, CD30, Claudin 18.
2, Nectin-4, CD79, etc.
), and a total of 67 ADC drug products are under development (among them 40 ADC drugs from 25 companies have entered clinical trials)
.
However, most of the popular targets are concentrated in HER2 and Trop2.
With the advancement of clinical trials, follow-up products will gradually enter the harvest period, triggering more intense competition
.
Where should pharmaceutical companies go? The industry believes that the status quo of "inward-rolling innovation" in some innovative drug tracks is mainly due to insufficient investment in the research and development of high-end innovative drugs by local pharmaceutical companies
.
Therefore, pharmaceutical companies should increase the intensity of R&D investment, make real innovations, rather than "false innovations", and avoid squeezing in the "shortcut" track
.
In fact, in July this year, the National Center for Drug Evaluation released the "Guidelines for Clinical Value-Oriented Anti-tumor Drug Clinical Research and Development" for soliciting comments, proposing that the future domestic innovative drug application for new drug clinical trials should be in line with existing plans.
The best drugs are compared, otherwise they cannot be marketed, and the document is also fighting against ineffective innovations
.
Going to sea is another route
.
For example, in the field of PD-1 drugs, "going abroad" has become a new choice for such products to expand the market
.
In addition to Junshi Biology, BeiGene, Xinda Biology, Hengrui Pharmaceuticals, etc.
, through cooperation with foreign pharmaceutical companies, license their products to overseas, actively explore overseas markets, and enhance competitiveness
.
