As a key industry in the 14th Five-Year Plan, the biopharmaceutical industry is supported by favorable policies, and the clinical demand for biological drugs is becoming increasingly urgent, making the domestic biopharmaceutical industry develop actively, including antibodies, gene drugs and other hot areas are being deployed by more and more pharmaceutical companies by biological pharmaceutical companies, and the future potential is huge
.
Pharmaceutical industry (Image source: Pharma.
com)
Antibodies, gene drugs, etc.
are developing rapidly
Antibody drugs include monoclonal antibodies, bispecific antibodies, antibody conjugate drugs (ADC), etc.
, domestic antibody drugs have developed rapidly, and blockbuster products for the treatment of tumors and autoimmune diseases have been approved for marketing, and research in the fields of infection, metabolic diseases, neurodegenerative diseases has also continued to deepen.
In 2021, CDE accepted a total of 1,053 antibody drug applications, an increase of 99.
8%
over 2020.
Among them, PD-1/PD-L1 immunotherapy is a new class of anti-cancer immunotherapy that has set off the transformation of tumor and cancer treatment, and the market size is huge, according to Frost & Sullivan's forecast, the market size of PD1/PDL1 drugs can reach 78.
9 billion US dollars in 2030, and the domestic market size is expected to reach 13.
1 billion US dollars
.
However, with more and more pharmaceutical companies entering the market, the competition in the track has become very fierce
.
ADC is a complex drug produced by coupling small molecule drugs with tumor cell lethality to monoclonal antibodies through linkers, which has become an emerging therapy in the field of tumor targeted therapy
because of its high precision and significant therapeutic effect.
The industry expects the drug market to exceed $50 billion in
the future.
Gene drugs are also one of the hot drug development fields today, mainly including genetic disease treatment viruses, oncolytic viruses, gene editing drugs, mRNA drugs, oligonucleotide drugs, etc
.
Data show that in recent years, the global gene drug market has continued to grow, since 2021 or maintain a growth rate of more than 65%, and the market size is expected to exceed 30 billion US dollars
by 2025.
Although domestic gene drugs started late, they have developed rapidly, and it is expected that the future space is also very broad
.
In 2021, CDE accepted a total of 59 cell and gene therapy drug applications, an increase of 195%
over 2020.
The bioreactor market is rising
Bioreactors play an important role in antibody production, hybridoma production, CHO cell production and inoculum expansion, and with the rapid development of the upstream industry, China's bioreactor market is expected to rise
day by day.
Bioreactor is a device system that uses the biological functions of enzymes or organisms (such as microorganisms) to carry out biochemical reactions in vitro, mainly including stainless steel bioreactors and disposable bioreactors
.
Compared with traditional reactors, single-use reactors save time and risk in multiple steps such as cleaning and verification, so they have been favored
by the market in recent years.
Relevant data show that the current global disposable bioreactor market revenue is about 1 billion to 2 billion US dollars, and it is expected to reach 3 billion to 4 billion US dollars by 2025, with an average annual growth rate of about 20%, exceeding the growth rate
of global bioreactors (including disposable and stainless steel).
From the perspective of market structure, China's bioreactor market has long been occupied by imported manufacturers, and domestic enterprises account for a relatively low
proportion.
According to Frost & Sullivan, in 2021, bioreactors provided by domestic companies accounted for only 27.
7%
of China's bioreactor market.
At present, domestic enterprises have actively deployed
in the field of one-time reaction systems.
For example, Chutian Technology mentioned in the performance forecast released in January this year that the company focuses on the development of biopharmaceutical equipment, and has basically completed the layout of biopharmaceutical front-end equipment, including stainless steel reactors, disposable reactors and their consumables, separation and purification chromatography systems, stock solution preparation, biological macromolecular microsphere fillers, etc
.
Dongfulong also revealed to the media that the company has both stainless steel bioreactors and disposable bioreactor products
.
As domestic enterprises continue to improve their independent research and development capabilities and overcome one technical difficulty after another, the future domestic replacement of bioreactors has broad
prospects.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.
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