2020 domestic antibody new drug research and development pattern

In the first few years of 2010, domestic large-molecule drug research and development is still dominated by biosimilar, in 2012 began PD-1 as the representative of the tumor immune boom transmitted to the domestic, coupled with regulatory reform, capital market heating, domestic antibody new drug research and development rapidly erupted.
2015, the number of new antibody drug declarations reached double digits, reaching 40 in 2017 and 2018, and a record 81 this year.
this paper, some fusion protein drugs such as antibody fusion protein, IL-15, VEGF/FGF, VEGF/CR1 and other important new drugs were included.
260 new drugs, 178 are single-resistant, 38 are dual-resistant, and 25 are ADC drugs.
the initial double resistance is still controversial, mainly foreign listed double resistance is not successful.
But with the rise of tumor immunity, as well as a series of joint treatment breakthroughs, double resistance has become a domestic pharmaceutical companies must compete, where almost all IPOs have dual anti-pipeline, even if some are only before clinical.
trend is even more pronounced in terms of filings, with 11 declarations in 2019 and 16 this year.
ADC drug research and development at home and abroad was relatively sedimentary, Kadcyla's market performance was not too good, the demonstration effect affected the heat of the whole field.
2018, several ADC drugs have shown excellent results in resoccerable cancers.
the end of 2019, an ADC drug from E3, Astellas and Immunomedics was approved intensively and attracted many multinational pharmaceutical companies to join the competition.
ADC drugs soon ushered in a second wave of boom, domestic ADC drugs and valuations are also rising, such as Rongchang Bioport shares listed, the valuation of HK$37 billion, has exceeded Junshi Bio.
of dual resistance, the early days are mainly dual anti-technology platform company layout, such as Jiannenlong, Youzhiyou and so on.
In recent years, the protagonists of dual resistance to focus on the field of tumor immunity biotechnology companies, on the one hand, scFv, nanoantibodies, such as fusion does not need the bottom technology, the threshold is rapidly decreasing, on the other hand, foreign pharmaceutical companies in the tumor immunity of some joint breakthrough has become the focus of the layout of domestic pharmaceutical companies, such as PD-1 and VEGF, PD-1 and CTLA-4.
addition, CD47 dual resistance, CD3/CD20 dual resistance, PD-L1/4-1BB, etc. are also hot spots of competition.
some pharmaceutical companies have made bolder explorations and attempts, such as Enmu Bio's CD3/CD19/CD20 Triple Resistance, Thyme Pharmaceuticals' PD-L1/4-1BB/CD3/TAA Ivy Resistance, etc.
from the target pattern, on the one hand, many popular targets are repeating the excessive competition of PD-1, such as other immuno-test points, PCSK9, IL-17, IL-4R, CD47, Claudin 18. 2, some dual anti-target points show a similar trend, such as PD-L1/4-1BB, PD-(L)1/VEGF, PD-(L)1/CTLA-4, etc.
Of course, this trend has also forced pharmaceutical companies to try differentiated designs, such as Enmu Bio facing excessive competition to develop CD3/CD19/CD20 triple resistance, Doyle Bio facing PD-1/VEGF and PD-L1/TGF beta over-competitive development of PD-L1/VEGF/TGF beta tri-resistance.
from the enterprise competition pattern, Hengrui pharmaceutical declaration number is still far ahead, Xinda Bio followed.
Hengrui is currently declared to single resistance-based, Cynda is more immune test point of dual resistance, but Hengrui patent, dual-resistance research and development has been significantly accelerated, including 2:1 TCB dual resistance, CD3/CD20, VEGF/Ang2 and so on.
is less and more refined, self-research antibody declaration is not much, both resistance from Anjin's research and development pipeline.
, Zhongshan Kangfang, Tiantian biological and other research and development pipeline is quite distinctive, in the sub-circuit can occupy a certain advantage.
Shi Pharmaceutical Group, Qilu Pharmaceuticals, Colum Pharmaceuticals for the traditional pharmaceutical companies in the transformation of the more determined, through mergers and acquisitions, independent research and development to establish a wealth of research and development pipeline, and are very focused on the establishment of overseas research and development centers, research and development of new FIC drugs.
, Sun Yat-sen Kangfang, CorningErry, Baili Pharmaceuticals, Pumis Bio, etc. in the dual anti-field layout is clear, the progress is fast.
summary of the domestic antibody new drug competition pattern more and more complex, valuation bubble and homogenization competition forced enterprises in the layout and differentiation of greater efforts.
At the same time, there are more and more cases of transformation of original scientific research results, such as the antiviral antibodies developed by Meiwei Bio in cooperation with Tongji University, the antibodies of LILRB family receptors developed by Immune-Onc in collaboration with Zhang Chengcheng team, and the transformation of CD24 and CTLA-4 antibody-related studies by Professor Liu Yang of Anke.
these sparks will promote the domestic biopharmaceutical industry progress gradually show the trend of the original.
readers can reply to "260" at the public number to download statistics on new antibody drugs in China.