Domestic antibody new drug research and development pattern: 2020

Guide: As of May 31, 2020, NMPA has received a total of 200 applications for clinical trials of new domestic antibody drugsAs of May 31, 2020, NMPA has received a total of 200 applications for clinical trials of new domestic antibody drugsThis includes individual IL-15, SIRP alpha fusion protein, etc., because it is a new hot spot of tumor immunotherapy, so it has done statistical analysis together200 new antibody drugs involving 91 pharmaceutical companies, Hengrui Pharmaceuticals ranked first, the number of declared up to 15, covering single-resistance, double-resistance, ADC, IL-15 fusion proteinCinda bio declaration 10, mainly mono-resistance and double resistanceFu Hong Hanxuan and Zhongshan Kangfang declared 7 paragraphsTraditional pharmaceutical enterprises or medical enterprises, Lepu, Collum, stone drug layout is relatively fast, through mergers and acquisitions or cooperation, quickly set up antibody drug research and development pipelineQilu Pharmaceuticals relies mainly on in-house research and development and has established MabPair as a unique technology platformPD-1 target is undoubtedly a big hit, the cumulative declaration of 54 (the proportion of all new antibody drugs is not good more than a quarter): of which 42 single anti- and 12-type double-resistanceHengrui Pharmaceuticals, Fuhong Hanxuan, Keystone Pharmaceuticals, Lepu Bio, Junshi Bio, Waiyu Pharmaceuticals/Huai Yue Bio/YuYi Health (three brands of the same system), Baiji Shenzhou, Ruiyang Bio and other pharmaceutical companies at the same time declared PD-1 antibodies and PD-L1 antibodiesImmune test ingress became the next wave, with inhibitor antibodies and agonizing antibodies both the focus of competition, and the combination of double antibodies emergingoriginal new drug or Fast FollowfastFollow is absolutely mainstream because the vast majority of antibody new drug research and development companies are not derived from basic researchAlthough some scientists are involved in the wave of biopharmaceutical entrepreneurship, but the "title entrepreneurship" mainlySuch as Wang Xiaodong, Shi Yigong, Dong Chen, etc., outside of entrepreneurship is still in universities or research institutes, start-up companies and their research is not much relatedBaiji Shenzhou, Nocheng Jianhua, Xinkanghe (IL-17A/F, IL-25, B7-H3 are not FIC drugs) and so on still to FastFollow and do differentiated competition as the main modelWhether a scientist's part-time start-up is conducive to the development of the domestic biopharmaceutical industry, because it generally has little to do with its research (full-time entrepreneurship is certainly encouraging, and really valuable transformational research is possible) Whether this part-time entrepreneurial model involves the translation of scientific research resources in the system, whether it is beneficial to the transformation, whether it compresses the living space of the general venture company, and whether it is conducive to fair competition at the same time, there are indeed some original innovative research biotechnology companies, such as Anke Immuno (CD24-Fc, Guangzhou and Suzhou and the United States), Anjisheng (orthopaedic drugs, Guangzhou), Immune-Onc (LILRB1-5, Chinese scientists, base mainly in the United States), but these are not the domestic industrial environment trained Liu Yang, Professor Zheng Pan and others of Angke Immunity have decades of research in CD24 and CTLA-4 target sites The founder of Azisense, Dr Huazhu, is the head of research and development of Axon's original orthopaedic drugs, which has developed heavy-bomb drugs such as RNAKL antibodies and scleochas The founder of Immune-Onc, Liao Xiaoling, a senior scientist at the original GeneTek, started with Professor Zhang Chengcheng of the University of Texas Southwestern Medical Center to build a rich research and development pipeline around MDSC-regulated LILRB1-5, LAIR-1 and other targets Only these start-ups have chosen to develop simultaneously in China and the United States, but in the future they may become an important innovation leader in the domestic biopharmaceutical industry summary for a long time to predict, Follow Fast and do differentiated innovation is still the mainstream of the domestic biopharmaceutical industry This follow and differentiation, enough to shorten the similar drugs at home and abroad marketed applications of the generation difference, to meet the high quality and low-cost drug demand of the Chinese people At the same time, the sea return entrepreneurial talent also from the development side-oriented, to the present appear some discovery side of the core talent, although still a very small number, but will stir up the entire biopharmaceutical industry innovation environment