Pharmaceutical companies are stepping up their layout, and the localization process of gene cell drugs will accelerate

【Pharmaceutical Network Market Analysis】 Due to clinical advantages, in recent years, the research and development of cell gene therapy drugs (CGT) is very hot
.
Driven by technology, capital and policy, the global gene therapy industry is heating up rapidly, and a large number of gene therapy drug research and development has entered the clinical stage
.
The number of clinical trials of gene therapy in China has also exceeded 300.

It is expected that the clinical stage trials of gene therapy will continue to increase in the future, and the pipeline is mainly concentrated in the field of oncology, accounting for more than 50%.

Some insiders said that cell therapy is one of the hot tracks in China's biomedical research and development, which has long-term investment value
.
On this track, many pharmaceutical companies are stepping up their layout and constantly promoting the localization process
.
For example, Yimiao Shenzhou recently completed hundreds of millions of yuan in D+ round of strategic financing, it is reported that its current round of financing funds will be used to support the company's independent intellectual property rights CAR-T cell therapy product IM19 new drug application application, accelerate the commercialization process, and promote the drug to be approved
as soon as possible.
At the same time, this financing will accelerate the research and development layout of a new generation of gene cell drug technology platform, expand new therapeutic fields of gene cell drugs, and create an internationally competitive independent gene cell drug research and development and industrialization innovation platform
.
According to the industry, the total financing amount of Yimiao Shenzhou this year has exceeded 500 million yuan, which will accelerate the listing process
of domestic gene cell drugs.
According to Yimiao Shenzhou, in the past year, its team has made multiple breakthroughs through continuous innovation and in-depth layout of key new technologies in the field of gene cells, and a number of CAR-T products for the treatment of malignant tumors have successively entered the clinical trial stage
.
Nowadays, with the continuous development of clinical trials and the approval of products, cell and gene therapy (CGT) has ushered in the commercialization stage
of the industry.
Data show that at present, nearly 20 cell and gene therapy drugs have been approved for marketing in the world, covering rare genetic diseases, tumors, chronic diseases and other fields
.
Among domestic enterprises, JW Therapeutics, Legend Biologics and Fosun Kite have all been approved for marketing of CAR-T products, and 3SBio, Sibiman Biologics, Keji Pharmaceutical, Innovent Biologics, etc.
also have CAR-T therapies
.
At present, 6 gene therapy products are in clinical phase III.
and 3 products are in phase II, and the treatment areas are mostly focused on cancer and rare diseases
.
According to data analysis, the market size of CAR-T therapy in China will continue to expand, and by 2030, this market is expected to grow from 200 million yuan in 2021 to 28.
9 billion yuan
.
The era of chasing deer is coming, and the competition for the commercialization of CAR-T therapy in China will gradually begin
.
It is understood that cell therapy technology innovation has also been continuously supported
by policies.
For example, in order to further promote the innovation and industrial development of cell therapy science and technology in Shanghai, accelerate the construction of an internationally influential biomedical industry innovation highland, and make every effort to build a world-class biomedical industry cluster, Shanghai recently issued the "Shanghai Action Plan for Promoting Cell Therapy Science and Technology Innovation and Industrial Development (2022-2024)", the plan pointed out that by 2024, Shanghai's cell therapy science and technology innovation source ability will be significantly enhanced, clinical research and transformation application will be significantly accelerated, and innovation resource elements will be efficiently allocated.
The industrial energy level has been greatly improved, and the industrial scale has reached 10 billion yuan
.
The industry said that the exploration of domestic cell gene therapy from technological innovation to industrialization and commercialization has begun
.
It is believed that with the support of policies and the upgrading of new technologies, cell therapy drugs will continue to achieve new breakthroughs
.
At the same time, the industry also pointed out that due to the complex technical mechanism and higher requirements for process development, regulatory compliance, industrialization experience, etc.
, this field is more dependent on CDMO and has strong
sustainability.
In this context, the cell and gene therapy CDMO industry will also usher in a good market prospect.

According to statistics, the global gene therapy CDMO market is expected to reach $7.
86 billion
by 2025.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.