The launch of new domestic drugs is continuing to accelerate, and these types of drugs have become a hot track!

[Pharmaceutical Network Market Analysis] With the normalization of national procurement of drugs and the continuous advancement of medical insurance negotiations, the competition pattern of the domestic pharmaceutical market has undergone significant change.
While the "involution" of the generic drug market has intensified, a large number of pharmaceutical companies have begun to accelerate Transformation and transformation to compete for the blue ocean of the innovative drug marke.
In this context, domestic new drugs began to emerge in the industr.
Incomplete statistics show that in the first half of 2022, the China Food and Drug Administration approved a total of 29 new drugs, including 18 chemical drugs, 10 biological products (covering monoclonal antibodies, vaccines) and 1 traditional Chinese medicin.
 The launch of new domestic drugs is continuing to accelerate, and these types of drugs have become a hot track! (Photo source: Pharmaceutical Network) In addition, in the first half of the year, CDE also accepted 789 clinical applications for new drugs (calculated by acceptance number, the same below), of which 407 have been approved for clinical use (implicit license.
Industry analysts believe that on the whole, the launch of new domestic drugs will continue to accelerate, and the three major tracks will be favored by pharmaceutical companies, with an increasingly broad market development spac.
According to PD-(L)1 data, in China, the market size of PD-(L)1 is close to 30 billion yuan in 2021, and is expected to reach 64 billion yuan in 2023, and is expected to grow to 98 billion yuan by 203.Facing the huge market prospects, the enthusiasm for the research and development of PD-(L)1 drugs by pharmaceutical companies has continued to rise in recent year.
Incomplete statistics show that as of February 2021, there are 154 PD-1 mAbs under research in the world, of which 85 of the 154 PD-1s in the world are developed or jointly developed by Chinese companies, accounting for 55.
At present, in addition to 4 imported drugs, there are 10 domestic PD-1 drugs, and the coverage of indications has been relatively comprehensiv.
However, it should be noted that the industry expects that the field will face a lot of competitive pressure as new drugs continue to be launche.

It is understood that the market has boldly made predictions about the future of PD-1 in the 100 billion market, but with the successive listing of domestic PD-1s, price wars have started one after another, and PD-1 has gradually entered the "annual fee of 10,000 yuan.
Yuan" er.
The newly listed Kangfang Bio/Chia Tai Tianqing's piamprilumab, under the conditions of charitable donations and other conditions, has an annual cost of as low as 19,500 yuan per yea.
In this context, domestic pharmaceutical companies have begun to target oversea.
In this regard, the industry predicts that in the future, the domestic PD-(L)1 with cost-effective advantages may become the "catfish" in the overseas market and gain a certain market shar.
CAR-T Due to the great potential of cell gene therapy in cancer treatment, the market prospect of CAR-T cell therapy is becoming more and more clear in recent year.
At the same time, pharmaceutical companies are exploring the field of CAR-T cell therap.
It also started to accelerat.
In China, more than 20 pharmaceutical companies have deployed CAR-T therapy, including Fosun Kite, WuXi Junuo, Legend Bio, Keji Bio, Reindeer Medical, Sibiman Bio, and Innovent Bi.
Since the beginning of this year, many companies have disclosed new breakthroughs in CAR-T therap.
For example, Fosun Pharma’s CAR-T cell therapy product Yikaida (Aquilence Injection) has been put into clinical use in Marc.
Before the end of February 2022, the product has also been included in urban Huimin Insurance and more than 40 commercial insurances in 23 provinces and cities across the countr.
The number of registered treatment centers has reached 75, and about 100 patients have entered the treatment proces.
In addition to the above-mentioned products, as of November 2021, the number of CAR-T clinical trials conducted in China has also exceeded 500, ranking among the top in the worl.

This fully shows that the current enthusiasm of domestic pharmaceutical companies to explore CAR-T therapy is rising, and more achievements are about to be ushered i.
The industry predicts that, following this trend, with the opening of the first year of cell therapy in China and the continuous influx of capital, the entire CAR-T cell therapy market in the industry will grow at an annual rate of 22%, and will be worth $23 billion by 202.ADC ADC drugs, namely antibody-conjugated drugs, refer to innovative drugs composed of antibodies, toxins and linker.
In recent years, ADC drugs have become a popular research directio.
At present, there are many companies in the domestic ADC drug industry, including Rongcheng Bio, Xinma Bio, Hengrui Medicine, Hansoh Pharmaceutical, Qilu Pharmaceutical, Junshi Biotechnology, TOT BIOPHARM, Shanghai Pharmaceuticals, Lixin Pharmaceutical, Cumming Biomedical, Tasly Bio, Fuhong Henlius, Hisun Pharmaceutical, Ying En Bio, Kelun Pharmaceutical, BeiGene,et.
At present, some companies have ADC products developed and liste.
According to industry statistics, together with the Goxatuzumab (Trop2 ADC) of Genting Xinyao, which was approved some time ago, 5 ADCs have been approved for marketing in China, targeting CD30, HER2, CD22, and Trop-2.In addition, according to the research report of Southwest Securities, there are more than 170 ADCs under research in China, of which more than 60 have entered the clinical stag.
It can be clearly seen from the above that the entire ADC drug market is ho.
However, it should be noted that with the increasing number of competitors, some targets have become very "crowded.
Statistics show that as of June 2022, domestic companies have filed a total of 64 new ADC drug clinical trials, mostly focusing on HER2, Trop- 2 on the targe.

In this regard, analysts believe that in order to gain more market space in the future, pharmaceutical companies need to break through differentiation to consolidate their own advantages; at the same time, they need to use cooperation to accelerate product development and commercializatio.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyon.