"Pharmaceutical Network Market Analysis" Bispecific antibody refers to an artificial antibody containing two specific antigen binding sites, which can interact with both target cells and functional cells (generally T cells) to mediate a series of immune reactionsCompared with monoantigens, bispecific antibodies add a specific antigen binding site, which has the advantages of high specificity, strong targeting, high yield, good stability, low dosage and few toxic side effects, so the advantages of treatment are very significantIn recent years, its huge therapeutic potential is making bispecific antibodies the "new darling" of new drug research and development investment.
In fact, there has been a major outbreak in the development pipeline for bispecific antibodies over the years, with more than 85 bispecific antibodies in the pipeline as of March 2019, according to a review published last year in Nature Reviews Drug DiscoveryRecently, there are many pharmaceutical companies in this area spent a lot of money to add code into the bureau, within a week there are 3 major cooperation.
On June 11, AbbVie and Genmab jointly announced that they had reached a broad research and development partnership to jointly develop Three Next-Generation Bispecific Antibody Products of Genmab, including its main candidate, EpcoritamabUnder the agreement, AbbVie will pay $750 million in advance payments to Genmab and a total of $3.15 billion in development, registration and sales milestone payments.
On June 9, Sanofi and Corning-Jerry announced that they had signed an agreement to reach a strategic partnership: to jointly advance clinical trials of bispecific antibody KN026 and Docetaxel in combination with Docetaxel for HER2-positive breast cancer patientsAfter reaching a specific clinical milestone, Sanofi will have the right to negotiate the introduction of KN026 within the exclusive period.
On the same day, Roche announced a research and development partnership with Innoventopoulos (HK) Limited, a wholly owned subsidiary of Cinda Bio, focusing on research, clinical development and commercialization of a number of bispecific antibody and cell therapy products that will be used directly in blood and solid tumor therapy.
From the above, it can be seen that the double-resistant market huge market potential, is attracting more and more enterprises plus code layoutData show that as of the end of February 2020, there were 109 clinically entered clinical (except Chinese mainland) clinical double-resistance projects, with a Chinese mainland of 36In April last year, Nature released a figure of 96Frost Sullivan predicts that by 2025, the growth rate of the dual-resistant research and development pipeline will reach three times that of conventional mono-drugs, and the market will reach US$8 billion (ABOUT RMB56 billion) as new dual-resistant drugs enter the market and more indications have been approved for dual-resistant approval.
In fact, the huge market potential is justified in attracting pharmaceutical companies into the marketAt present, although there is no bispecific antibody drug approved for market in China, but there is no shortage of players The introduction faction, represented by Baiji Shenzhou and Reding Medicine, has occupied some seats in the development of the domestic double resistance There are independent research and development of the pie running in front, such as just listed in Hong Kong shares kangfang bio, as well as last year's Hong Kong stock listing of Corning Jerry, are the potential players of domestic dual-resistance development, its research and development progress is ranked in a ladder, and in the corresponding target in the global progress.
For example, Corning Jerry has two phase 2 clinical double resistance, KN046 and KN026, KN046 targeted PD-L1/CTLA-4, is currently conducting Phase II clinical trials in China and the United States And Kangfang biology now has a dual-resistance product has entered the clinical phase 2, AK104 target PD-1/CTLA-4 It is understood that Kangfang Bio will be this year at the Annual Meeting of the American Association for Cancer Research (AACR2020) to announce the AK104 combined chemotherapy first-line treatment of advanced gastric cancer or gastroesophageal combination adenocarcinoma Ib/II preliminary results.
Overall, the progress of domestic development on a ladder is Corning Jerry, Baiji Shenzhou, Kangfang biological; It is worth noting, however, that most of these companies are in the early stages of research products and are concentrated in the direction of the tumor, so that we can foresee that the future global bispecific antibody market competition will be extremely fierce.