Global drug R & D pipeline trend report: tumor pipeline accounts for 29%, and start-ups account for most of the country

On April 23, 2019, iqvia, the integrated information technology and medical service provider, released the annual report "the changing landscape of research and development", which combed the global drugs under research from the perspectives of innovation, drug growth drivers and clinical trial productivity improvement Biobeat1 collated and compiled the contents of clinical drug pipeline development in the report, aiming to explore the development trend of global drug pipeline from the focus of global drug pipeline diseases, pipeline progress, research enterprises, capital investment, etc In the past four years, the number of clinical late stage pipelines has steadily increased In 2009-2018, the later stage R & D pipelines in different disease fields are defined as late stage clinical pipelines In 2018, the number of clinical pipelines in the later stage reached 2891, 11% higher than that in 2017, 39% higher than that in 2013, and the compound growth rate from 2013 to 2018 was about 7% The pipeline in the late stage of cancer drugs increased by 63% in 2013-2018, accounting for 40% of the total pipeline growth By 2018, the pipeline of cancer products accounted for 29% Neurologic diseases or other behavioral diseases mainly include spinal muscular atrophy, cognitive impairment, insomnia and epilepsy The drug pipeline of these diseases accounted for 8% of the total drug pipeline in 2018 During 2013-2018, the drug pipeline increased by 41% In 2018 alone, 33 new drug pipelines were added In the field of infectious diseases, despite the failure of some pipeline research and development between 2017 and 2018, the research in this field is still very active In the past five years, the pipeline of infectious disease drugs increased by 12% in the later period, accounting for 7% of the total pipeline in the later period In the past five years, GI drug late pipeline has increased by 42%, accounting for 6% of the total late pipeline The increase of these pipelines mainly depends on the increase of the number of pipelines in the later stage of non-alcoholic steatohepatitis (NASH) At present, the total number of Nash drugs in GI pipeline is 32, there are 12 rare drugs Crohn's disease and 19 ulcerative colitis The number of analgesic drugs increased by 52% in late 2013-2018, 36 of which are non narcotic drugs, because the government has implemented control over opioids since the opioid crisis The pipeline in the late stage of skin diseases has increased by 61% since 2013, among which 19 kinds of biological drugs are used to treat psoriasis These drugs include not only traditional glucocorticoids, but also new targeted drugs such as sumil In the late stage of nervous system diseases, 47% of the pipelines are related to Alzheimer's disease, including small molecule drugs and biological drugs Although the number of vaccine pipelines did not increase in late clinical stage, it still maintained a certain share in the main pipeline The number of late vaccine pipelines in 2018 decreased by 4% compared with 2013, which is equivalent to that in 2017 The number of next-generation biotherapy drug pipelines in different disease areas increased rapidly from 2009 to 2018 We defined the next-generation biotherapy drug (NGB) as cell, gene and nucleotide drugs, and Ngb only accounted for 10% of the later development pipeline, However, since 2015, as a new way of disease treatment, Ngb has gained more and more attention and investment in recent years The number of pipelines has doubled from 120 in 2015 to 269 at the end of 2018 At present, the latest development of Ngb is that nearly 80% of Ngb pipelines are in clinical phase II In 2018, three NGBs will be listed, and less than 20 NGBs are expected to be listed Analgesics include a series of gene targeted drugs, including two RNAi drugs successfully marketed for the treatment of hereditary transthyroxine amylotrophy (hattr) Among the 17 blood diseases, 13 are gene therapy, including hemophilia and thalassemia; two are gene editing drugs, one of which uses crispr-cas9 technology to treat thalassemia and sickle cell anemia There are 18 NGBs in nervous system diseases such as multiple sclerosis, Parkinson's disease, amyotrophic lateral sclerosis, Alzheimer's disease and other neuromuscular disorders, and this number was only 5 in 2009 The Ngb pipeline of nervous system diseases mainly focuses on Parkinson's disease, Alzheimer's disease and spinal muscular atrophy In 2018, there were 98 NGBs in the field of tumor, followed by 23 in the field of Ophthalmology Following the successful listing of the first ophthalmic gene therapy drug luxturna, global pharmaceutical companies also accelerated their pace to promote the research and development of Ngb in the field of retinal pigmentosa and color blindness Pipeline growth points in the late clinical stage mainly come from the pipeline growth of specific diseases in the subdivisions Since 2017, the number of pipeline changes in the late research and development of specific diseases In 2018, there were 2891 kinds of drugs in the late clinical stage, including the most drugs in the tumor field, 849 kinds, up 138 kinds from 2017 Neurodrug pipeline mainly covers the treatment of behavioral health diseases, including depression, mental diseases, ADHD, drug addiction and drug dependence This series of pipelines also proves the addiction crisis brought by opioids In 2018, there were only nine more non narcotic analgesics Of course, much of that is due to the government's control of opioids There are 23 kinds of ALS and other musculoskeletal drugs, 7 of which are als and 4 are Huntington's chorea Despite the strong market demand for new antibiotics and antiviral drugs, the infectious disease drug pipeline in 2018 is lower than that in 2017 GI pipelines include both conventional drugs, such as anti ulcer drugs, and orphan drugs for rare diseases, and drugs for specific diseases, such as Nash, and the number of these pipelines is also growing 18% of GI pipelines in 2018 are related to Nash, up slightly from 14% in 2017 Nash pipeline also reflects that the drug is still in short supply Potential Nash therapies include drug therapy, stem cell therapy and RNAi therapy There are more and more pipelines in dermatology, and the pipelines are more focused on specific diseases In 2018, there were 14 kinds of biological products in the pipeline of Dermatology, twice the number in 2017, and the pipeline also included bio generic drugs The number of pipelines under research for viral hepatitis has decreased, which may be due to the fact that some of these drugs have been put on the market recently The emerging biopharmaceutical companies now account for more than 70% of the total R & D pipelines According to the later pipeline percentage divided by company size, iqvia first classifies the pharmaceutical companies into large pharmaceutical companies, medium-sized pharmaceutical companies, small pharmaceutical companies and emerging biopharmaceutical companies Large pharmaceutical companies refer to those companies with annual sales of more than 10 billion US dollars, while emerging biopharmaceutical companies refer to biopharmaceutical companies with annual R & D investment of less than 200 million US dollars and revenue of less than 500 million US dollars The proportion of R & D pipelines of emerging biopharmaceutical companies increased from 61% in 2008 to 72% in 2018 In the past 10 years, the vigorous development of biotechnology has given birth to a large number of new biopharmaceutical companies, and many new drugs have entered the clinical trial stage The squeezed share is the R & D pipeline of large pharmaceutical companies In 10 years, the R & D pipeline of large pharmaceutical companies dropped from 31% to 20% The growth of emerging biopharmaceutical companies is driven by smaller emerging biopharmaceutical companies Tumor and orphan drugs are the fastest growing areas, among which the most active ones are these companies And, increasingly, they don't need to cooperate or be acquired to develop their innovative drugs Although most of the assets of emerging biopharmaceutical companies will be sold or licensed before launching new products, 47% of the new drugs launched in the United States in 2018 are provided by emerging biopharmaceutical companies Since 2013, the absolute number of research drug pipelines of emerging biopharmaceutical companies has increased by 37% It is not difficult to predict that the number of listed drugs of these companies will continue to grow in the next five years The volume and number of transactions of venture capital activities in the field of life sciences in the United States continue to rise The volume and number of transactions of venture capital in the United States (unit: US $1 billion) and the number of transactions in 2018, the United States completed 1308 Life Sciences venture capital transactions, with a total amount of more than US $23 billion The volume of venture capital transactions in life sciences has increased dramatically in the past five years, with a compound annual growth rate of 19% These investments in healthcare innovation are moving into the broader disease landscape Venture capital transactions have been growing steadily since 2007, with a decline in 2016, partly due to the uncertainty of the US election Despite the decline in 2016, the number of transactions has rebounded since then, rising 15% in 2018 to a peak, with the volume of transactions in 2018 doubling from 2016 The growth in 2018 was due in part to the strong momentum of public offerings, including seven of the top 10 IPOs in the fourth quarter from the healthcare sector In 2018, for the first time, the R & D expenditure of large pharmaceutical enterprises exceeded US $100 billion In 2018, the R & D expenditure of the world's top 15 pharmaceutical enterprises exceeded US $100 billion for the first time, an increase of 32% over the past five years Large pharmaceutical companies reported a significant increase in total spending from 2013-2018, with a five-year CAGR of 6% In the same period, the proportion of R & D in sales of large pharmaceutical companies increased In 2018, R & D accounted for 19% of total sales, up from 16% in 2013.