Deuterium R & D track in China is "crowded" and will lose or earn in the future

[industry trends of pharmaceutical network] it is understood that the use of deuterium technology to develop new drugs has the characteristics of low R & D risk and high drug quality Deuterium drugs have the advantages of better efficacy, better pharmacokinetic properties, lower frequency of administration and lower incidence of adverse reactions In recent years, deuterium has attracted more and more attention in the pharmaceutical industry International pharmaceutical companies such as Pfizer, Novartis, Merck, AstraZeneca, Roche, Lilly and Bristol Myers Squibb are using deuterium as a shortcut for new drug research and development In the domestic market, Zejing pharmaceutical, Haichuang pharmaceutical, taijihongnuo, Zhengda Tianqing and other enterprises are also in the distribution of deuterium drugs Zejing pharmaceutical is committed to the research, development and production of new drugs in the fields of anti-tumor and blood diseases It is considered to be the third largest deuterium pharmaceutical company in the world after concert and auspex (acquired by Teva in 2015) It is understood that in the existing product pipeline of Zejing pharmaceutical, including donafinil, Jack TiNi and okatini, all belong to deuterium products, and the corresponding deuterium original research drugs are solafeni (Bayer), JAK inhibitor momelotinib (Gilead) and EGFR T790M inhibitor ositini (AstraZeneca) According to the public information of Haichuang pharmaceutical, Haichuang pharmaceutical can provide chemical synthesis services for all stages of drug research and development, including isotope labeled compounds such as deuterium compounds Among them, hc-1119 is an androgen receptor antagonist for the treatment of prostate cancer, and its active ingredient is deuterodenza Hc-1119 is also a drug developed by Haichuang pharmaceutical based on its global leading deuterium drug R & D technology platform According to Haichuang and hisic, hc-1119 is expected to be listed in China in 2020, and the market space in the future is expected to exceed 2 billion yuan It is understood that Haichuang pharmaceutical has rich experience in the project establishment, screening and clinical pathway development of deuterium drugs At the same time, the company has applied for the research and development of 105 drugs including deuterium substitute drug technology, which lays a good foundation for the research and development of innovative drugs According to the public information of taijihongnuo, taijihongnuo is a high-tech Sino foreign joint venture in biomedical research and development The new drug R & D projects carried out by the company include anti lung cancer, Hypolipidemia, Alzheimer's disease, leukemia, hepatitis C, breast cancer, etc., and anti lung cancer drugs have obtained technology transfer and technology sharing with other companies, and launched in-depth cooperation In the research and development of new anticancer drugs, mainly including deuterium dasatinib, deuterium generation of Pfizer CDK4 / 6 inhibitor palbociclib (pabxili), Pfizer ALK inhibitor kzotinib, etc According to the public information of Zhengda Tianqing, Zhengda Tianqing is an innovative pharmaceutical group enterprise integrating scientific research, production and sales, as well as a well-known domestic research, development and production base of liver health drugs The company also has some deuterium drugs According to the results of research and development of deuterium substitute of Zhengda Tianqing, for example, its new anti hepatitis C drug tqa-3326 entered phase I clinical trial in 2018, corresponding to the deuterium substitute developed on the basis of the listed anti hepatitis C drug dacatavir It is worth noting that although deuterium technology has many advantages, with the increasing number of pharmaceutical companies using this technology and the increasingly strict protection of original research drugs, it will be more difficult or more difficult to break through barriers in the future Industry analysts believe that deuterium drugs will be difficult to do in the future "There is a risk that deuterium drugs will achieve the expected effect, even if they are listed, they may still face lawsuits from the original researchers." Those who enter this area will lose money or earn more.