Aosaikang's 8 innovative drugs force 834 million to enter endoscopic diagnosis and treatment equipment

Medical News, July 19, recently, Osaikang announced the acquisition of Videkang for 834 million yuan, to enter the endoscopic diagnosis and treatment equipment market, forming a "drug + device" layout in the digestive tract field
.
The company is the company with the most reviews of PPI injections in China and has a leading market share in the anti-peptic ulcer drug market
.
At present, the company has 15 varieties that have been evaluated (8 as the first), 8 varieties have won the bidding for national sourcing; 12 newly registered varieties are on the road, 9 varieties are competing for the first imitation; 8 innovative drugs are under development, and the third-generation EGFR-TKI, Claudin 18.
2 monoclonal antibody and new anti-G-resistant bacteria are dazzling
.

Throw 834 million! Entering the field of endoscopic diagnosis and treatment equipment
On July 13, Osaikon issued an announcement stating that Osaikon announced that it intends to purchase 60% equity of Jiangsu Weidekang Medical through the issuance of shares and cash payment
.
The transaction was evaluated using the income method.
The valuation of the entire equity value of Videkang Medical’s shareholders was 1.
391 billion yuan, and the corresponding 60% equity value was 834.
6 million yuan.
The two parties finally determined the transaction price to be 834 million yuan
.
According to performance commitments, Videkang Medical’s net profit from 2021 to 2023 will be no less than 100 million yuan, 120 million yuan, and 144 million yuan, respectively
.
Videkang Medical specializes in the research and development, production and sales of medical equipment in the field of digestive endoscopy .
It has two brand series products, "Jiuhong" and "Videkang", and has a high market reputation and brand in the endoscope diagnosis and treatment equipment industry.
Influence
.
Aosaikang has been focusing on the field of digestive tract.
There are 6 PPI products listed in China covering 5 of them, all of which are the first domestically produced or the first batch of listings in the same period
.
Meinenet data shows that in the terminal anti-peptic ulcer drug market in China’s urban public hospitals , county-level public hospitals, urban community centers, and township health centers (referred to as China public medical institutions), Osaikang has a long-term market share.

.
After the completion of the transaction, Aosaikang will enter the field of endoscopic diagnosis and treatment equipment, further broaden the company's business layout in the field of digestive tract diagnosis and treatment, and initially form a "drug + device" industrial chain layout
.

　　15 varieties have been reviewed! PPI injection takes the lead
So far, Osaikang has 15 varieties (24 product regulations) passed/deemed to pass the consistency evaluation, of which there are 6 anti-tumor and immune modulators, digestive system and metabolic drugs
.
Except for deferasirox dispersible tablets and saxagliptin tablets, the other varieties are injections
.
Among the 15 reviewed varieties, 8 were the first to be reviewed.
4 varieties including deferasirox dispersible tablets, posaconazole injection, dexrazoxane for injection, and omeprazole sodium for injection are temporarily exclusive to Osaican Overrated
.
As a leading enterprise in the field of proton pump inhibitor (PPI) injections , Omeprazole sodium for injection, Lansoprazole for injection, Pantoprazole sodium for injection, Esomeprazole sodium for injection, etc.
4 PPI models have been reviewed, of which the first 3 models are the first to be reviewed, and are the most reviewed companies for PPI injections in China
.
Osaikang passed/deemedly passed the consistency evaluation varieties Source: Meinenet MED2.
0 Chinese Drug Evaluation Database At present, Aosaiken still has 8 varieties of consistency evaluation applications under review and approval, including dexrazoxane for injection, Four varieties of pemetrexed disodium for injection, palonosetron hydrochloride injection, and nedaplatin for injection have been partially evaluated
.
Oxaliplatin for injection and rabeprazole sodium for injection have not yet been reviewed by companies.
Osaican will compete with many companies for the first review
.
Osaikang Consistency Evaluation Drugs Under Review
Source: Meinenet MED2.
0 Chinese Drug Evaluation Database.
In the fifth batch of centralized procurement, all 6 products shortlisted by Osaikang won the bids, including saxagliptin tablets, esomeprazole sodium for injection, and blue for injection Soprazole, docetaxel injection, decitabine for injection, palonosetron hydrochloride injection
.
Among the PPI products, three products including pantoprazole injection, esomeprazole (esomeprazole) injection, and lansoprazole injection have been included in the national centralized procurement, and Osaican has been selected as the winner
.
The source of the selection of the national centralized procurement of Osaikang: Shanghai Sunshine Pharmaceutical Purchasing Network
　　9 major varieties are the first to imitate! 8 innovative drugs are eye-
catching.
In recent years, Osaikang has continued to increase its R&D investment and intensity.
In 2020, the R&D investment will be 408 million yuan, accounting for 10.
79% of its main operating revenue
.
The company focuses on the four major therapeutic areas of digestion, tumors, drug-resistant infections, and chronic diseases, and has initially completed the structural adjustment from “primary imitation, combined with imitation and innovation” to “innovative drugs as the mainstay and high-end first imitation drugs as the supplement”
.
In terms of high-end first generic drugs, the company is currently reviewing 10 varieties that are reported for production under the new registration classification, and they will be deemed to have passed the consistency evaluation after being approved for production
.
In addition, three types of clinical applications for imitations of Fnettopitampalonosetron for injection and drafloxacin for injection have been approved
.
The source of the new registration classification generic drugs of Osaikang to be marketed: Meinenet MED2.
0 China Drug Evaluation Database Among the 12 high-end first generic drugs, 9 varieties have not yet been approved for the first imitation (including the first imitation of the dosage form)
.
Among them, there are 5 varieties including Ceritinib Capsules, Fornetopitampalonosetron for Injection, Eltrodopal Ethanolamine Tablets, D-Rabeprazole Sodium for Injection, and Levopantoprazole Sodium for Injection The first declaration by Osaikang, with a high probability of winning the first imitation
.
It is worth noting that Osaican’s PPI injections, Levopantoprazole Sodium for Injection, D-Rabeprazole Sodium for Injection, and Polymyxin E Sodium Methanesulfonate for Antibacterial Injection, are expected to be approved for marketing in the second half of this year.

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In terms of innovative drugs, Aosaikang has disclosed 8 innovative drugs that are focused on research, including innovative drugs for small molecule targeted chemistry and innovative biologic drugs in the field of tumor immunity
.
Among them, the improved new drug dexlansoprazole for injection has been submitted for marketing application, dextro-lipoic acid tromethamine injection is in phase II clinical trials, and the new class 1 drug ASK120067 tablets are in phase III clinical trials
.
ASK0912 is a cyclic peptide antibiotic, which has broad-spectrum activity against severely drug-resistant gram-negative bacteria, and can treat a variety of gram-negative drug-resistant bacteria infections.
The current preclinical research progress Promptly, it is expected to submit an IND application within one year
.
ASKB589 is a monoclonal antibody targeting Claudin 18.
2, and 50%-60% of the population with this target in gastric cancer patients has a bright therapeutic prospect
.
Dexlansoprazole for injection is intended to be used for the treatment of acute upper gastrointestinal bleeding and other diseases that are not suitable for oral therapy.
Compared with L-body and racemate, R-lansoprazole has stronger acid suppressing effect and longer lasting
.
According to data from Menet.
com, the sales of terminal lansoprazole injections in China's public medical institutions will exceed 2 billion yuan in 2020
.
ASK120067 tablets are third-generation EGFR-TKIs for the treatment of non-small cell lung cancer.
It is expected to submit an NDA application in the second half of this year
.
Three third-generation EGFR-TKIs have been approved in China, including AstraZeneca’s Osimertinib, Hausen Pharmaceutical’s Ametinib and Iris' Vometinib
.
According to data from Meinenet, AstraZeneca’s global sales of osimertinib will be US$4.
328 billion in 2020
.
At present, Befortinib of Betta Pharmaceuticals and Avitinib of Aisen Biologics are under review.
ASK120067 tablets are expected to become the 4th/5th domestically produced third-generation EGFR-TKI
.

　　Data source: Mynet database, company announcement.
Statistics are as of July 15th.
If there are any errors or omissions, please correct me!