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    Home > Medical News > Latest Medical News > Carlyle's 1.775 billion brand-name Xinlitai, in the research pipeline by the giant recognition! Is a market capitalisation of $40 billion just the starting point?

    Carlyle's 1.775 billion brand-name Xinlitai, in the research pipeline by the giant recognition! Is a market capitalisation of $40 billion just the starting point?

    • Last Update: 2020-09-22
    • Source: Internet
    • Author: User
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    Guide: Xinlitai research and development pipeline approved by overseas private equity organizations, share transfer of 1.775 billion.
    . On September 1, The Company's controlling shareholder, Hong Kong Reliance Pacific, transferred to CITIC Lyon Asset Management Co., Ltd. a total of 52.3 million unlimited shares of the Company's outstanding shares (5% of the Company's total share capital) through an agreement transfer.
    price per share was 33.94 yuan per share, the total transfer price of the shares was approximately 1.775 billion yuan.
    as of the close of the A-shares on September 1, The latest share price of Xinlitai was 38.79 yuan, at which price the transfer price was discounted by 12.5%.
    s announcement showed that Citic Lyons was funded by CARoam Holdings.
    and CARoam Holdings is a project company set up by Carlyle Asia Phase 5 of carlyle's group to transfer a 5% stake in the listed company.
    may have friends who don't yet know what kind of curry agency Carlyle is, here's the Cop: Carlyle Group, formerly known as Carlisle Group, founded in 1987 by David M. Rubenstein Is a Washington, D.C.-based private equity firm with major businesses including corporate mergers, real estate, leveraged finance and venture capital, with investments in the defense, consumer retail, energy, healthcare, technology, telecommunications, media and transportation industries.
    more than $80 billion in assets under management, giving investors an average annual return of 35 per cent, known as the "Presidential Club".
    Xinlitai introduced Carlyle this time, I personally have a few feelings: 1, Carlyle for Reliance Tetra is very suitable strategic shareholders, Carlyle's international resources can promote the global layout of the company's pipeline; Under the wave of pharmaceutical enterprises transformation and innovation, Xinlitai can be said to be the first to obtain international capital equity affirmation, this turn and layout ability will also become a scarce core competitiveness;
    to say that the company's most attractive place is in the pipeline layout of this piece, I believe Carlyle values this, the following emphasis is to occupy half of the new drug pipeline.
    1, cardiovascular field (1) hypertension drug iteration Xinlitan is the company's first innovative drug, 17 years first into health care, 18, 19 years sales of 100 million, 350 million, respectively, this year is expected to rapidly release to about 800 million.
    can be seen from the pipeline chart, S086 hypertension adaptation has started Phase II clinical, according to clinical trial design, is expected to enter Phase III clinical next year, and there are 2 hypertension complex before clinical.
    Because the dose of Reliantan is 240 mg, if the patient produces resistance or antihypertensive effect is not good, may not be able to continue to increase, and the next three innovative products are expected to form a high blood pressure product line with Reliantan in the future, Reliantan pressure reduction can not, on the replacement, but also further extended the company's patent period in the field of hypertension, to maximize the benefits.
    (2) the iteration of heart failure drugs and the synergy of hypertension S086 heart failure adaptation II.
    In 2020, the International Society for Hypertension (ISH) issued practical guidelines for the management of hypertension for use worldwide, which made significant adjustments to the treatment of hypertension combined heart failure, and for the first time proposed ARNI as a first-line treatment for hypertension combined heart failure, so S086 is expected to replace ACEI/ARB in patients with hypertension combined heart failure on the basis of the market of Reliantan in the future.
    S086 co-target drug Shakuba quarthan has been described by the medical community as "the first drug in 10 years to disrupt an existing treatment programme after a heart failure treatment programme has not changed for 10 years".
    recently announced that the U.S. Food and Drug Administration (FDA) has accepted a new drug application (SNDA) for the treatment of HFpEF patients with sakum sodium tablets.
    Since there is currently no approved drug for the treatment of HFpEF, if approved by the FDA, shakuba quarthan sodium tablets will be the first drug to treat the disease and the only one for both types of chronic heart failure The drug, HFpEF and HFrEF, is expected to stand on the giant's shoulder, becoming the second and possibly the second drug to be used in both HFpEF and HFrEF.
    another heavyweight drug with global intellectual property rights, JK07, is currently in phase I clinical phase in the United States, while applications for clinical trials in China have been accepted.
    To date, no drug has been able to treat heart failure by directly improving the structure and function of myocardial cells, and JK07 can regulate cell growth and differentiation by activating tyrosine kinase proteins (HER3, HER4), including playing an important role in the normal development and function of the nervous system and heart.
    JK07 is expected to become a globally influential anti-heart failure drug after S086.
    (3) the exploration of antilipidants PCSK9 and its inhibitors in the industry is regarded as a major advance in the field of fat reduction after statins.
    the world's first listed PCSK9 inhibitor, Evolocumab, developed for Amgen, was approved for domestic listing in 2018 and in January 2019 became the first PCSK9 inhibitor in China to reduce the risk of cardiovascular events.
    However, the price of Iloyu monoantigen is very expensive, do not consider the factors that may give drugs, according to the winning bid price, the price of a month's medication is close to 4000 yuan, the ability of domestic patients to pay to be tested.
    S092 developed by Xinlitai is a small molecule PCSK9 inhibitor, there is no small molecule drug market with the same target, there are very large technical difficulties, high failure rate, need to continue to follow up and observe! (4) The iteration of anticoagulant drug Taijia is the core variety of Xinlitai in the generic period, and has accumulated a large number of channels and expert resources.
    However, with the advance of the national collection, the Taijia Alliance set to lose the bid, the price of the original research Bolivi dropped significantly, and Tyga's revenue is expected to fall sharply from about 3.2 billion sales in 2018 to about 1.3 billion this year.
    anticoagulant innovative drugs can be successfully marketed, it is expected to continue to use the accumulated brand influence and channels, expert resources, to achieve rapid release.
    (5) Cardiovascular drug reserves rich in addition to the above layout, Xinlitai in the cardiovascular field also laid out 2 class 1 small molecular drugs, 1 class 2 small molecular drugs and 1 class 1 biological drugs, innovative drug reserves rich, the future is expected to become the leading innovation in the cardiovascular field! 2, the field of nephrology (1) nephrology and hypertension synergetic Ennas he will be in the expert resources, extension department and target patients and other aspects of a high degree of synergy with TheinItan.
    according to the Guidelines for The Rational Use of Hypertension (Version 2), ARB is the preferred drug for hypertension combined with chronic kidney disease.
    In addition to hypertension patients, ARB drugs are also widely used in nephrology in non-hypertension patients, is one of the most widely used protein-lowering urine treatment options in renal medicine, playing an important role in delaying the progress of CKD.
    It is known that the only protein-lowering ARB drugs written in the U.S. are chlorosatan and Ebersatan, while Theinitan and chlorosatan are the main pharmaceutical ingredients that prove the effectiveness of cretacen-lowering urine proteins on the side.
    According to management, about 30% of the market in Xinlitan comes from the nephrology department, while about 10% of the sales staff of Xinlitai comes from the field of nephropathy, which will play an active role in enninchi's promotion in the future.
    with Thein Leytain covering more and more patients with hypertension combined with CKD over the past two years, it is believed that there is a high degree of synergy with the promotion of later Ennas.
    (2) Potential synergy between nephrology and heart failure According to the World Health Organization, about half of CHF (chronic heart failure) patients are anemia, which is clinically common, and in the 2017 ACC/AHA/HFSA Heart Failure Guidelines Update, anemia was listed as an important combination of heart failure and hypertension and sleep apnea.
    , anemia is an independent risk factor for death in CHF patients, almost doubles mortality.
    A study found that shakuba quercetin improved anemia in CRS patients and observed improvements in serum cysteine levels, possibly due to improved renal function, and few significant adverse reactions were found in the study.
    , S086 is expected to continue to stand on giant's shoulders and play a potential synergy with the nephrology market as these findings are further confirmed in broader clinical trials.
    3, diabetes drug iterative company is currently in Phase III. Clinical compound glutatin belongs to the new oral DPP-4 inhibitor class of sugar-lowering drugs, with the advantage of not inducing hypoglycemia, and oral, DPP-4 inhibitors in the latest 2017 edition of diabetes prevention and treatment guidelines as a secondary treatment drug recommended to use, become one of the main anti-sugar drugs.
    diabetics are a progressive disease, and GLP-1 permeable astigtors, as a transitional therapy between oral antisaccharides and insulin therapy, have a biological effect of slowing the progression of the disease, so the company's layout of biosaccharide biosynthetics can continue to open up the market on the basis of compound gretin, enriching the company's product pipeline in the field of diabetes.
    , the company has an innovative small molecule drug in the clinical pre-clinical, worth looking forward to! The restructuring of Sev-bFGF2/dF injection technology acquired by the company is difficult and requires continuous follow-up.
    4, orthopaedic drug iteration company around Therpa peptide iteration of 3 different needle products.
    has now been listed as a short-acting tetrapa peptide pair with a freeze-dried powder needle in the standard joint Cyrel, and a Terripaptide injection (water needle, injection pen) pair that can be tested for BE.
    The layout of these two needles is sufficient to face the possibility of bio-similar drug collection in the future, and the long-acting tetrapaptide, which is about to enter Phase III clinical trials, is expected to gain compliance advantage by virtue of weekly injections, and is expected to avoid the impact of collection.
    recombinant anti-RANKL all-human monoclonal antibody injection is an emerging bone absorption inhibitor drug, which is expected to be released on the basis of the market of the Tetrapa peptide product group.
    At the same time, the company laid out a small molecular osteoarthritis innovation drug, a small molecular orthopaedic innovative drug and an orthopaedic bio-similar drug, reflecting The confidence of the field of orthopaedics and determination! 5, cancer drug bend over-the-top Xinlitai's current layout in the field of cancer, in addition to the Creta race and the introduction of the United States nana, did not squeeze the current hot and crowded track, reflecting the company's strong strategic strength.
    contrary, the company has a different way, through the United States Institute layout of dual resistance and other advanced technology is expected to achieve corner oversized, it is admirable! Unlike the domestic focus on drug rate, the American Academy will try to explore the cutting-edge innovation, is the future market value of Xinlitai into the first tier of the imagination source! To sum up, Xinlitai's innovative drug pipeline layout is systemic, not a stick in the east and west, the synergy between drugs and drugs and technology iterative relationship is very obvious.
    present, Xinlitai has basically transitioned from high-end generic drugs to me-too new drugs, in the future I look forward to the company's further successful transformation to me-better or even FIC! (To view the minutes of Xinlitai's past research meetings, move to planets.)
    ) From: Gazelle, Saul Wong, Company Announcement.
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