Home-made cell therapy equipment ushered in a golden age with broad development space

Compared with traditional chemical drugs and antibody drugs, cell therapy has the advantages of single treatment and long-term benefits, and it has greater application potential in the treatment of rare diseases and tumors
.
In recent years, cell therapy at home and abroad has been surging, and the enthusiasm for research and development of enterprises is high
.
Chinese-made cell therapy equipment has ushered in a golden age, with broad room for development (picture source: Pharmaceutical Network) At present, two cell therapy drugs have been approved for marketing in China, namely, Fosun Kate’s CAR-T cell therapy product Yiqi Lilunsai Injections, as well as the CAR-T product of WuXi Giant Nuo targeting CD19, Ruiji Orenza injection
.
In addition, with the increasing number of domestic entrants such as Genxi Biological and Yongtai Biological, follow-up domestic CART cell therapy products are expected to be approved for marketing one after another
.
According to incomplete statistics, there are currently more than 30 CAR-T products declared clinically in China
.
In this context, domestic cell therapy will enter a period of rapid development, and the market space is expected to continue to expand
.
According to Frost & Sullivan’s estimates, China’s cell therapy market space will grow from 1.
3 billion yuan in 2021 to 58.
4 billion yuan in 2030, with an average annual growth rate of 53%.
Among them, the CART cell therapy market space will increase from 2 in 2021.
-300 million yuan increased to 28.
7 billion yuan in 2030
.
The industry believes that the development of domestic cell therapy will also bring opportunities to related supply chain industries.
For example, the upstream cell therapy equipment industry has broad development space
.
On the one hand, as the domestic cell therapy research and development enthusiasm continues to rise, and the product continues to advance, the scale of commercialization continues to expand.
The demand for cell therapy equipment for enterprises will continue to expand, which is expected to drive the accelerated expansion of the equipment market; on the other hand, in Against the background of rising costs of pharmaceutical companies, coupled with the continuous updating and upgrading of domestic equipment and technology, and policies to encourage and support the development of domestic equipment, domestic cell therapy equipment such as isolators and other equipment markets have a large room for substitution
.
In general, domestically produced cell therapy equipment is expected to usher in a golden age, and domestic giants with first-mover advantages and a certain early customer base may gain development opportunities
.
Recently, some domestic equipment giants have also received close attention from institutions
.
For example, Tailin Biotechnology released a record of investor relations activities on September 15, and the company received surveys from four institutions including Dacheng Fund and Huachuang Securities.
During the questioning session, investors paid attention to how much space the company has in the field of cell and gene therapy.

.
According to reports, the company’s main business is the R&D, manufacturing and sales of microbial detection and control technology system products, organic matter analysis instruments and other pharmaceutical equipment.
The main products are various consumables for microbial detection technology series, isolation technology series, and sterilization technology series.
Instruments and equipment
.
On September 7th, a total of 23 institutions investigated Tailin Biology, focusing on the research and development history of key cell therapy equipment, the market space of cell therapy equipment, and the main technical barriers of the company's products
.
In terms of technical barriers, Tailin Biological said that a complete cell therapy equipment integrates the functional components required for cell preparation processes, and can replace traditional GMP clean rooms to complete cell separation, purification, induction activation, culture, observation, collection and other processes.
Steps
.
The company stated that it has strong technology research and development and product innovation capabilities, and has core technologies such as intelligent isolator control and hydrogen peroxide flash vaporization
.
Individualized and modular design can be carried out according to customer needs, and multiple or even all processes of cell therapy can be integrated to achieve closed or semi-closed aseptic operations to meet different cell preparation process requirements
.
In addition, Tofflon recently stated on the interactive platform that in the field of cell therapy, the company provides overall solutions for the preparation and production of immune cells, stem cells, tumor cell vaccines, and genetic drugs
.
The semi-annual report for 2021 shows that the company achieved revenue of 1.
81 billion yuan, a year-on-year increase of 52%; realized net profit attributable to the parent of 340 million yuan, a year-on-year increase of 98%
.
The analysis believes that the interim report is in line with expectations, mainly due to the rapid growth of the company's biomedicine and cell therapy equipment consumables
.
It is understood that in terms of cell therapy, Tofflon has identified cell therapy as a key investment direction as early as 2015; in 2019, the company initially has the ability to provide overall cell therapy solutions, and achieved revenue of 126 million yuan in the first half of 2021, a year-on-year increase of 64%
.