High incidence of cancer drug companies seize the highland of cellular immunotherapy

[China Pharmaceutical network industry trends] it is understood that the traditional treatment methods of cancer, such as surgery, radiotherapy and drug treatment, have certain limitations With the development of medicine, immunotherapy has become another breakthrough therapy of tumor treatment China is the second largest pharmaceutical market in the world except the United States With the high incidence of cancer diseases, it has become a consensus in the industry to find new treatment technologies and products Industry insiders believe that the field of cell immunotherapy in China is mixed, some non-conforming treatment methods damage the interests of patients, and bring controversy to cell immunotherapy, expecting more clear guiding principles, so that the industry will usher in real development opportunities Guangzhou Internet hospital has been put into use The Internet hospital agglomerates medical service resources through mobile Internet, big data and other scientific and technological means, forming a medical treatment pattern of "first diagnosis at the grassroots level, two-way referral, acute and slow treatment, upper and lower linkage" At the same time, it will also realize the health care service that the majority of patients and the public can enjoy without leaving the home through new medical services such as family doctors, online diagnosis and treatment, and remote consultation, so as to save the medical cost and non-medical cost of patients In 2016, Wuxi Pharmaceutical Co., Ltd announced the establishment of Shanghai yaomingjunuo Biotechnology Co., Ltd in China with Juno therapeutics (NASDAQ: Juno), a global tumor cell immunotherapy enterprise On January 9 and 10, tricellular group and Fosun Pharmaceutical successively announced their involvement in cell immunotherapy On January 9, US west coast time, triplets group and Valeant, a global biomedical enterprise, reached an equity acquisition agreement in San Francisco to acquire 100% of the equity of dendreon, a US biomedical company owned by Valeant, which will become the owner of Provenge, a prostate cancer cell immunotherapy company, and become one of the world's leading medical highlands It is reported that the acquisition transaction amount is $819 million In 2016, Provenge's profit is about $120 million, with a P / E ratio of about 8 times In the future, it has a huge application prospect in China, Asia and Europe On January 10, Fosun Pharmaceutical announced that it plans to introduce kte-c19, a car-t treatment product of kitepharma (NASDAQ: kite), in mainland China, Hong Kong and Macao through its wholly-owned subsidiary to establish a Sino foreign joint venture, so as to bring treatment means for patients with lymphoid cancer It is understood that the traditional treatment of cancer, such as surgery, radiotherapy and drug treatment, has some limitations With the development of medicine, immunotherapy has become another breakthrough therapy of tumor treatment T-cell immunotherapy is at the forefront in the field of cancer treatment Kte-c19, the main product of kitepharma, is a chimeric antigen receptor (car) T-cell treatment product in research, which is used to treat relapsed and refractory B-cell lymphoma and leukemia At present, it is still in the stage of clinical research and development This product is also the product to be introduced in this cooperation Kitepharma is a clinical stage biopharmaceutical company dedicated to developing new cancer immunotherapy products and focusing on autotransplantation cell therapy (eacttm) to repair the immune system's ability to recognize and eliminate tumors The Sino foreign joint venture will be registered and established in Shanghai According to the terms of the agreement, Fosun Pharmaceutical plans to make a cash contribution of US $20 million, kitepharma's price is US $20 million based on the right to use its products and know-how, each accounting for 50% of the equity of the joint venture Fosun Pharmaceutical will pay another US $40 million to the joint venture for related and technical expenses, and the joint venture will pay US $35 million milestone payment to kitepharma and sales commission for kte-c19 products according to the R & D progress and market situation In December 2016, kitepharma announced that it had submitted a biological product license application (BLA) to the U.S Food and Drug Administration (FDA) to apply for the treatment of kte-c19 as a refractory invasive B cell NHL patient in a rolling way In the future, the joint venture may continue to introduce follow-up products under development by kitepharma Coincidentally, Juno therapeutics established a new company with Wuxi apptec, which also aims to develop innovative cellular immunotherapy for patients with blood and solid tumors Ariebell degrun, President and executive officer of kitepharma, said that the establishment of the joint venture accelerated kitepharma's access to the Chinese market, helped expand the company's global influence, and expected the two companies to work together to meet the huge unmet treatment needs of the Chinese market "There is a huge unmet demand in the field of cancer treatment in China, and this cooperation is of great significance, marking an important and strategic step for Fosun Pharmaceutical to establish a T-cell immunotherapy platform in China." Chen Qiyu, chairman of Fosun Pharmaceutical, said that kitepharma's tumor immune cell treatment products have significant synergy with Fosun Pharmaceutical's existing products Chen Qiyu said that innovative R & D has entered the medical era Fosun Pharmaceutical has continued to increase R & D investment in recent years, and the target of R & D innovation has gradually focused on this Especially in solving cancer problems, Fosun Pharmaceutical is closely following the global cutting-edge technology, and is committed to providing patients with comprehensive and excellent diagnosis and treatment technology   As early as 2009, Fosun Pharma has arranged the research and development of monoclonal antibody drugs At present, Fosun Pharma has become a leading enterprise in the domestic industry In many cancer fields, such as lymph cancer and breast cancer, Fosun Pharma's monoclonal antibody research and development platform Fuhong Hanlin has made important progress in research and development Its varieties of non Hodgkin's lymphoma indications and the second varieties of breast cancer indications have been studied Enter the third phase of clinical stage The first kte-c19 introduced this time will be highly complementary to the monoclonal antibody drugs targeting CD20, covering the whole B-cell lymphoma treatment stage, providing complete solutions for Chinese patients From the perspective of cooperation mode, Wuxi apptec and Juno have the same equity in Wuxi Juno Yaomingjuno has the right to choose Juno product line for development and commercialization in China after achieving the development milestone; for this reason, Juno company will obtain corresponding advance payment or equivalent equity, mileage payment and sales commission According to public information, the five-year survival rate of a variety of cancer species with high incidence in China is lower than that in the United States According to the prediction, nearly 73000 cases of newly diagnosed non-Hodgkin's lymphoma (NHL) are newly diagnosed in China every year, among which the large proportion type of diffuse large B-cell lymphoma is one of the lymphoma with a large number of patients, invasion and rapid development The clinical selection of refractory patients is very limited, with huge unmet needs Kte-c19, which was first introduced in this time, has made global clinical progress It is hoped that it will be approved by the US FDA first, and provide a solution that can greatly improve the overall remission rate for this type of lymphoma patients Cellular immunotherapy is expected to become an innovation in the field of tumor treatment after surgery, chemotherapy, radiotherapy and targeted treatment From the perspective of market scale, CIC Industrial Research Center predicts that the market scale of car-t and tcr-t tumor cellular immunotherapy will reach 135 billion yuan by 2020.