The number of cancer patients in China is large, the number of cancer patients has exceeded 7 million, and with the aging of the population, the number of new cancer patients continues to grow, it is expected that the number of new patients in China will reach 4.
8 million in 2022, and the number of new patients will reach 5.
2 million
by 2025.
In the face of cancer, the majority of patients are facing huge unmet clinical treatment needs, which also brings a broad market space
to the field of anti-cancer treatment.
Since 2010, immunotherapy has rapidly become an emerging and promising cancer treatment technology with its advantages of specifically attacking cancer cells and side effects being significantly smaller than chemotherapy, which has attracted much attention
from the industry.
Data show that the scale of China's tumor immunotherapy market was 14.
8 billion yuan in 2020, and it is expected to grow to 88.
9 billion yuan
in 2025 at a compound annual growth rate of 43%.
According to statistics, there are currently more than 20 companies in the field of immunotherapy in the A-share market, including Hengrui Pharmaceutical, Fosun Pharmaceutical, Porton Co.
, Ltd.
, Zhaoyan New Drug, Huahai Pharmaceutical, Anke Biotechnology, etc
.
Recently, another pharmaceutical company focusing on CAR-T technology intends to be listed on the science and technology innovation board
.
News on October 18, the IPO application of Shanghai Hengrun Dasheng Biotechnology Co.
, Ltd.
(hereinafter referred to as "Hengrun Dasheng") was accepted
by the Shanghai Stock Exchange.
The company plans to issue no more than 50 million shares and raise 2.
539 billion yuan in this IPO, which will be used for "tumor immune cell therapy product research and development projects", "headquarters and industrialization base (phase I) projects" and supplementary working capital
.
According to the prospectus, Hengrun Tatsen mainly focuses on the treatment of malignant hematological diseases and solid tumors, and its main research is Car-T technology in immune cell therapy, that is, by genetically modifying patients' T cells so that they can kill cancer cells in the body
.
At present, the company has 10 drugs under development, including a total of 6 drugs using Car-T technology, which are respectively aimed at different diseases such as B-cell non-Hodgkin lymphoma, leukemia, kidney cancer, etc.
, of which the HR001 drug research and development for the treatment of "relapsed/refractory B-cell non-Hodgkin lymphoma (r/rB-NHL)" has made rapid progress, has entered the phase II clinical registration link, and is expected to submit a new drug marketing application
in 2023.
However, because the relevant products are in the clinical stage and have not been commercialized, there is almost no operating income during the reporting period, and there are even net losses
of 117 million yuan, 103 million yuan and 193 million yuan from 2019 to 2021.
The industry believes that there are not many
drugs on the market that use Car-T as the core technology and have obtained marketing approval.
As of October 19, 2022, only JW Therapeutics' Carteta and Fosun Kate's Yikaida have been approved for marketing in the Chinese market, and in addition, the marketing application of Keji Pharmaceutical's fully human anti-autologous BCMA CAR-T cell candidate for the treatment of relapsed/refractory multiple myeloma has been accepted, and it is expected to become the third innovative drug
with Car-T as the core technology in China.
If Hengrun Dasheng and its drugs can be successfully listed, it will become the first company on the science and technology innovation board to have CAR-T listed drugs
.
It is worth mentioning that in addition to whether it can pass follow-up clinical trials and marketing, the uncertainty of commercialization is also a problem
in front of Hengrun Dasheng.
From the perspective of the pricing of drugs in the market CAR-T technology, they are often millions, and the group that can accept this high-priced therapy is limited
.
According to the "2022 National Basic Medical Insurance, Work-Related Injury Insurance and Maternity Insurance Drug List Adjustment Through the Preliminary Form Review of 199 Drugs" released by the National Medical Insurance Bureau on September 17, JW Therapeutics Carteyda (relma-cel injection) has entered the preliminary review list, but the industry believes that the possibility of the product entering medical insurance in the short term is not very large
.
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