The boom and worry of biopharmaceutical CDMO.

Wen . . . Hua Yiwen in the running horse circle, the era of stags, some people have become famous, but also some people are sad, the storyline is always happening like this, biopharmaceutical CDMO industry is no exception.
the domestic biopharmaceutical CDMO market is absolutely rich to earn, but the pattern is diversified development, fish and dragon mixed.
addition to the drug-like creatures stand out and seem to see no ceiling, other peers are also in addition to the code, and strive for the industry's second-
in terms of the amount of publicly disclosed revenue, it is clear that The Drug Ethnys have left other domestic rivals far behind and not in an order of magnitude at all.
others, the increase was similar and was lower than the 22.90 per cent increase in the CRO industry as a whole, a marked decline from the previous year.
shows that the biopharmaceutical CDMO industry, in addition to the boss continues to make rapid progress, several other are in the adjustment period, and gradually converge.
2017-2019 CDMO Enterprise Revenue (10,000 Yuan) Description: 1) The scope of pharmaceutical biopharmaceutical business includes antibody and fusion protein and other biopharmaceutical discovery to CMC development and production industry-wide industry chain; Drug and gene cell therapy process development and production; Kingsley financial data used in US dollars, where the exchange rate for 2017-2019 is CONVERTed to RMB at 6.7518, 6.6174 and 6.8985, respectively; 4) Sansheng Pharmaceuticals includes all of the Group's plant-related technical services, mainly Zhangjiang and Italian plants;
A situation, on the one hand, the siphon effect of drug-ming organisms, has been firmly grasped by high-quality customers, on the other hand, other enterprises in the strength of difficult to reach the industry leader, there is no obvious gap between the various, so the formation of a melee scene, in the income also did not significantly open the gap.
, of course, Burglinger Ingehan (BI) is high and low in China.
First, the pricing level of international first-line CDMO is not easy for most domestic enterprises to bear;
01 into the game: more players into the cake although the biopharmaceutical CDMO market only the second position can be contested, or someone has joined the killing, after all, looking at such a large piece of cake, always can eat some.
2019, the following companies have been registered to compete in the CDMO industry.
Tianshi Tianshi tianshi was founded in January 2019, is a wholly-owned subsidiary of Beijing Tianguangshi.
relying on the parent company's technology platform and research and development team, Hua litian real Beijing Daxing biopharmaceutical base construction covering monoclonal antibody research and development and industrial production of the entire industrial chain platform.
as early as 2018, Tianguangshi strategic stake in Donin Bio, its serum-free culture meth business integration in the form of capital increase into Donin Bio, become a strategic shareholder of Donin Bio.
is another serum-free media-and-CDMO business model.
other companies in the world include Auscon, which has just completed a Rmb450m round of B financing, as well as Opmeyer, Rogge Bio and Kangyu Bio.
addition, it has to be mentioned that Tianguangshi's unique anti-algal sugar technology has been projected into clinical trials, the technology can enhance the antibody drug ADCC anti-tumor activity.
, founded in April 2019, is located in Suzhou and is owned by Stone Pharmaceuticals Group.
General Manager Zhai Zhiwei is also the old Jianghu, once also the general manager of Wuhan Xikang.
this time as a senior professional manager, from the beginning to take care of Kang-Bai-O business, naturally is also familiar with the light.
is this a rising star? Let's focus on it.
2019, Hangzhou Bay Biotech Valley officially opened, with a total investment of 2 billion yuan Jianxin Force Biopharmaceutical Industry Chain Project.
The project, led by successful serial entrepreneur Yu Guoliang, focuses on the creation of innovative biopharmaceutical research and development institutions (Coronation Mbebo) and biopharmaceutical production platforms (CDMO), forming biopharmaceutical-related business incubation clusters and integrating biopharmaceutical innovation funds.
the first phase of the project to build 8 2000L bioreators, with commercial production capacity monoclonal antibody production line, and cell and gene therapy commercial production line.
, founded in November 2019, also started out as a serum-free methyl business and quickly expanded into CDMO, announcing the construction of a production site in Taicang in March 2020.
the company's founding team can be said to be luxurious configuration.
, Zhao Xiaojian has extensive experience in media development and has worked in the mainstream multinational enterprises of the medium; Wheelwright is also a Chinese tong, playing an important role in the early creation of TheInda Creatures, and Rolf G. Werner has previously played a key role in the rise of CDMO international giant Blinger Ingehan, even as a founder.
Yuddor Bio-Yuddor Bio was established in December 2019 and is a wholly owned subsidiary of the Health Hall Group in Hangzhou.
legal representative of the company is Liang Qibin, who previously set up Suqiao Bio in a high-profile company after leaving Mayberry and received huge financing.
but left after less than two years on the job.
this time back to the tree, re-start, must be full of ambition.
addition to this, there are the following enterprises are previously missing, here also introduced.
Taikang Bio-Taikang Bio was founded in July 2008 in China Pharmaceutical City, Taizhou, and is a subsidiary of Mayweather Bio.
in addition to independent research and development, but also with Taizhou National Pharmaceutical High-speed Zone to build a biomedical professional CRO/CMO service platform.
April 2020, Mayweather Bio-Propaganda completed a round of financing of up to 1.97 billion yuan, the announcement shows that the first variety is expected to be listed in 2020, by 2023, the number of listed products will reach more than 4.
the future, Taizhou plant is mainly responsible for the production of its own products.
biobio biobio bio,2014, the core team is from international giant Lonza, which provides one-stop CMC development and production services from DNA to BLA.
addition to the mammalian cell culture platforms that our peers are working on, the company can also build microbial fermentation systems, a new force in the microbial platforms that have emerged after Bei Yi protein and Yaohai organisms.
based on the U.S. Longsha team's reputation for international microbial platform technology, the Bieber team may represent the international level of microbial fermentation, and its performance deserves attention.
, the company also provides research and development services for gene therapy programs and claims to have experience in developing services for MNC in this area.
should say that Bibo Bio's biopharmaceutical CDMO business looks comprehensive.
, of course, the company's biggest bright spot may be a 20,000-litre single-can large-scale commercial bioreator technology.
mentioned earlier, will there be stainless steel bioreactors of more than 10,000 litres in size? In order to ensure global supply capacity and cost control requirements, major international biopharmaceutical companies and mainstream CDMO companies will be equipped with large-scale stainless steel bioreators, more than 10,000 liters for commercial production has become the international mainstream trend.
the future, the continued growth of the Chinese market and the participation of Chinese companies in international competition, coupled with the trend of bio-similar drug collection, the use of large-scale bioreators in line with international standards for commercial production is an inevitable trend.
Baifan Bio-White Sail Bio was established in October 2016 and is a wholly owned subsidiary of Guilin Sanjin Pharmaceuticals.
This is a major move by Guilin Sanjin to enter the field of biopharmaceuticals following the overall acquisition of Baobao Bio in 2013, resulting in Baobao focusing on project projects and early research, and Baifan focusing on the strategic layout of process development and production operations.
as a production base, in order to meet the production needs of their own products at the same time, surplus production capacity to undertake CDMO business.
company's unique NONCROSTM cross-production platform to meet the compliance requirements of multi-product co-production, the overall operating efficiency is high, the cost advantage is obvious, in 2020 the production scale of 6 2000L reactors.
,000-owned subsidiary of the Military Science and Society, was established in November 2016.
since the reform of the system, the military medical academy of the original cooperation with enterprises have been spun off to carry out social operations.
company to the Chinese Academy of Military Medical Sciences and the National Engineering Research Center for Protein Drugs as the base, in the domestic new drug research and development industry belongs to a gold signboard.
is a world-class level in quality inspection and protein analysis, and has strong technical capabilities in physical and chemical analysis, structural corroboration and biological activity analysis.
's core team from Baodao Taiwan's Cogeneration Pharmaceuticals, from the parent company of the single-plant antibody pharmaceutical business was established in 2013, focusing on innovative single-plant antibody drug development and manufacturing.
entered the Chinese mainland 2017 and established a process research and development and manufacturing production platform in Yangzhou.
is another Taiwanese biopharmaceutical CDMO company to develop on the mainland, following the previous Xikang.
's biopharmaceutical industry started earlier than the mainland, but also trained a large number of talent.
with the development situation of the mainland in recent years far better than that of Taiwan, a large number of biopharmaceutical talents with their excellent technical strength, international knowledge structure and similar cultural awareness, have flocked to the mainland to seek development opportunities.
founded in April 2018, the company's core team is mainly from Xinda Bio, Roche and other biopharmaceutical companies, the team has a number of new pharmaceutical products including PD-1 and biosimilar products from research and development, PCPV to commercialization of practical experience.
has its own research and development media capabilities, irrigation technology platform and ADC drug development and production platform.
Zhi-Hen Bio set up 2 years cumulative orders of more than 400 million yuan, more than 20 partners, has successfully completed the Sino-US Australia IND declaration project 4, has been in the clinical drug delivery project 2, customer re-signing rate of more than 90%.
company has a number of 200 L, 500 L and 2000 L disposable raw liquid production lines.
50,000-litre large-scale plant, including several 2,000-litre and 4,000-litre production lines, will be operational by the end of 2021 to provide commercial production services to more biopharmaceutical companies.
02 chaos: touch the industry's bottom line pain rough, engaged in antibodies and fusion protein drugs CDMO enterprises have more than 40, there are many voices in the industry expressed concern about overcapacity.
, however, it won't be a let-down, and new businesses continue to join the melee.
meanwhile, from the demand side, capital markets are focusing their money on head-to-head innovative drug companies, which like to entrust projects to head CDMO companies.
, there may be more and more "monks", and "porridge" seems to be less and less such a bleak situation.
, then, some enterprises may start to be unable to sustain, especially before the big publicity, the sound, the plate spread too large, gradually unsustainable.
addition, some of the practices of some enterprises touch the bottom line of the industry, chaos, people shudder.
Xikang / Dingkang: Where does The Magpie come from? Jiuding Integrity is based on the foundation of Taiwan JHL Biotech was established in 2012, and in June 2013 entered the mainland in Wuhan to set up Xikang Bio.
company has two main businesses, biosealth and CDMO.
production site in Guanggu, Wuhan, opened in November 2014 and was completed in February 2016, the world's first biopharmaceutical plant using GE Medical Modular Biopharmaceutical Solution KUBio.
with its technical strength and operational level in line with international standards, Xikang Bio was once considered a rising star in the industry, not only a long-term partner of Baiji Shenzhou, but also won the favor of Sanofi.
5, 2016, Sanofi and Synopoulos announced a strategic alliance partnership.
under the agreement, Sanofi will invest $80 million to buy a 12 percent stake in Xikang Bio for T$90 a share.
addition, Sanofi will make an advance payment of $21 million to obtain an exclusive interest in the products being developed by Lycody mono-anti-biosycods and the Magpie Biosycods.
the partnership, the company will receive a milestone payment of up to $236 million.
the partnership, Synopoulos will lead the development, registration and production of the drug, and Sanofi will be responsible for the commercial operation of the drug in China.
until 2018, everything seems to be going well, but there's a hint of concern that makes you feel a little uneasy.
On the one hand, Lycody monosycellids were launched in Phase III clinical trials in China and in phase III clinical studies in Europe, and on the other hand, four former employees of Genentech were accused of stealing technical secrets and providing them to Syczyk, the original researcher of lycody monoplasm.
court indictment says the suspect worked for four weeks at Synyk as a Genentak technician in 2013, then continued to collect technical secrets and provide them to Himkang.
September 2019, Xikang reached an out-of-court settlement with Genenteke, which will stop developing and producing Genentax's fist products, including lycody monocytoplasm.
fire at the gate of the city, and the fish in the pond.
means that Sanofi's early investment in the Magpies has all been over.
meanwhile, for the Magpies themselves.