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Investment in the R & D investment of antibody drugs is hot and prosperous, there is a trap behind
Release time: 2016-09-18 & nbsp & nbsp & nbsp Source: Anonymous
  antibody drugs are strong with their targeting、Specific high features are considered to represent the direction of the development of new drugs,At present, it has become a recognized research and development hotspot in the pharmaceutical industry and the future & ldquo; potential stocks & rdquo;。
  
  The reporter query on the pharmaceutical clinical trial level and information publicity platform of my country,There are 84 records of registered antibody drug items,Participating in the company has an old -fashioned pharmaceutical company,There are also newly incoming crossrs。In the capital market,The concept of antibody drugs is also highly sought after。
 
  Capital chase
 
  August 25,Shanghai Bowei Biomedical Co., Ltd. announced that it has received 226 million yuan in Series A investment led by Jing Xuchuang Investment。This is an outsourced service company developed by a large -molecule drug for biomolecules,At the same time, it also develops independent innovation biopharmaceutical development。
 
  & ldquo; The company will have several antibody drug products in the next 2-3 years. ,Enter the clinical trial stage。& rdquo; Founder of Bowei Bio、Chairman Wang Shaoxiong said。
 
  Public information display,This company was established at the end of 2013,In May 2015, a new 1,700 square meter of R & D and test production base was built in Shanghai International Medical Park。but,The company's My stake betting appleadership My stake betting apptechnical team has multiple antibody drugs to successfully register,Previously, I also signed a contract with Tazhi to cooperate to develop PCSK9 target biopharmaceutical category 1 new medicine。
 
  Also in August,Lepu Medical announced the total equity of Shanghai Junshi Biological 4%at the price of 198 million yuan,This enters the field of antibody drugs。The invested Junshi Biology focuses on the development and industrialization of innovative monoclonal antibody drugs and other therapeutic protein drugs,Have 12 innovative products,Cover cardiovascular disease、Tumor and osteoporosis and other fields。Where,PD-1 is a national major new drug creation product,It is currently in the clinical phase I; PCSK9 products have been declared clinical; Ada Mumab has obtained clinical approval,The clinical clinical of Phase I will begin;。
 
  Another message display,Shanghai Fuhong Hanlin Biotechnology Co., Ltd. recently received $ 19 million in financing led by Huagai Capital,equivalent to RMB 128 million。The company was jointly established in December 2009 by Shanghai Fosun Pharmaceutical (Group) and the US Hanlin Biopharmaceutical Company,It is mainly committed to the application of cutting -edge technologies for single cloning antibody biological drugs、Bio -modified drugs and the research and development and industrialization of innovative antibody drugs。
 
  In just one month, several antibody drug companies located in different R & D stages obtained investment,enough to show that capital is optimistic about this field。
 
  & ldquo; From a global perspective,It is also a period of high -speed development of antibody drugs。& rdquo; Qian Tingyuan, president of Jingxu Venture Capital, believes,Chinese antibody drugs are still in the market cultivation period,But it has reached the eve of the outbreak。
 
  Recently,The 2015 China Biological Similar Medicine Development Report released by Thomson Reuters also believes,At present, China is the country with the largest number of biological drugs.,Among them, monoclonal antibodies have become the main areas of many Chinese companies competition,About 50%of the total biological similar medicines。
 
  Next cash cow
 
  & ldquo; In the best anti -tumor drugs sold in the world last year,stake online sports betting6 stake betting appare antibody drugs,Total sales exceeded 50 billion US dollars,The top three rankings are monoclonal antibodies。& rdquo; Industry experts said,antibody drugs have become the fastest category in the global drug market,and due to high specificity of antibody drugs、Features of high sensitivity,Market import period is far shorter than ordinary drugs,This means a shorter cost recovery period。
 
  Take Corbacis as an example,At the end of 2013, my country ’s first monoclonal antibody drug with global intellectual property rights & mdash; & mdash; Corbacci approved,March 2014,This product is officially listed and sold,Later, the company was listed on the Shenzhen Stock Exchange。
 
  Although Kanghong Pharmaceutical Company's annual report has not been exposed to Corbisp's sales data,But because of the income of its biological product business, there is only a variety contribution of Campici.,The financial report posted from the company can easily calculate the market curve of Copperp,The product sold more than 74 million yuan in 9 months of the year.,Sales in 2015 increased rapidly to 267 million yuan,The proportion of operating income of Kanghong Pharmaceuticals exceeds 1/10。The financial report released in the first half of this year,The semi -annual sales of this product reached 224 million yuan,It has approached the performance of the whole year last year。
 
  It is understood,Research on multiple new indications of Corbisp,such as diabetic macular edema (DME)、Newborn vascular pathological myopia (PM)、Pathological myopia secondary leverans neolobin (MCNV) are already in Phase III clinical or completion of phase III clinical,Increase in the increase of new indications will further enlarge the market of the product。
 
  When Corbacisp was launched,The Chinese market already has Novartis Mipido for sale,Corbisp is not the only monoclonal anti -anti -drug drug in the treatment field,But still achieved amazing development speed。A person engaged in industry analysis told reporters,In 2015, the global sales of thunder bead monoclonal anti -anti -anti -global sales reached 3.641 billion US dollars,It is a veritable & ldquo; heavy bomb & rdquo; medicine。
 
  & ldquo; With the patent of the early monoclonal resistance,Domestic rolls in the development and imitation of antibody My stake betting appdrugs。stake online sports betting& rdquo;,In addition to clone antibodies,Connect the antibody and cytotoxic drugs through the coupling,Antibody puppet medicine that enhances the role of cytotoxic drugs to attack cancer cells while playing an antibody -targeted effect,and dual -functional antibodies (double -specific antibodies)、antibody FC fusion protein, etc. It is also a hot spot in the development of hotspots。
 
  & ldquo; The market for antibody drugs is far from saturated。& rdquo; The above person thinks。
 
  The trap behind prosperity
 
  The reporter query on the pharmaceutical clinical trial level and information publicity platform of my country,There are 84 records of registered antibody drug items,Including completed、The clinical items are being recruited and will start,The field of treatment involved includes malignant tumors、Systemic lupus erythematosus、Systemic lupus erythematosus、Mattipitability、Non -Hodgkin lymph tumor、Regenerative disorder anemia、Chronic B lymphocytic leukemia、Ankylosing spondylitis, etc.,Among them, the most treatment of advanced malignant tumors,Followed by rheumatoid arthritis。
 
  & ldquo; The current monoclonal development is a large number of concentrated in advanced tumors、physical tumor, etc.,Developed varieties are mostly based on categorian drugs that are about to expire,For example, Ada Mipida、Bevarzab、Tushuzumab, etc.。& rdquo; Industry experts worry,At present, as many as 20 companies developed Ada Mipido biomedical drugs,Different stages across clinical to clinical,or may repeat the phenomenon of & lsquo; phenomenon & rsquo;。
 
  Not to mention,At present, the cost of approval of biotechnology is high,Basic new drug registration process,Even the comparative clinical study of the original drugs needs to be carried out,The cost of large -scale production antibodies in China does not have obvious advantages compared to the original research,There are more uncertain factors during the development process。If there are too many homogeneous products,It also means greater business risks for enterprises。
 
  But there are also opinions thinking,Although more than a dozen antibody drugs have been approved in China,But in fact, the demand for antibody drugs in China is still in one from scratch,The stage that has not yet been satisfied,In particular, there are still a lot of need for domestic alternatives。
 
  There are still many Stake Sports Bettingstake sports betting appdifficulties in the development of innovative products。For example, bilateral antibodies,There are very large challenges in the production of patent medicine and scale,and my country still has a certain gap with the world's advanced level。
 
  & ldquo; When choosing the target at the time,Bowei is in the reserve project library、Process control、CMC (Chemistry Manufacturn and Control) management specifications are very characteristic,At the same time, the leadership team has experienced multiple antibody drugs to successfully go public,This will greatly reduce business risks。& rdquo; Qian Tingwang explained its investment logic,& ldquo; There may be a process of big waves and sand in the field of antibody,But as far as the current industry situation is concerned,Enterprises should cooperate more than competition,Like GenMab、XCENCOR, etc.、Novartis and other pharmaceutical companies reached a cooperation agreement,Co -developed。