The policy raises the "cooling card"? Three directions under the internal volume ran out of the head pharmaceutical company 2.0

Recently, CDE issued a “Notice on Publicly Soliciting Opinions on the Guiding Principles for Clinical Research and Development of Anti-tumor Drugs Oriented by Clinical Value” (hereinafter referred to as the Guiding Principles).

Are the real gold pharmaceutical companies on the gold track not popular? Regardless of the rise and fall of the stock prices of the secondary market pharmaceutical companies, but in terms of guiding principles, it is timely, and it is also good for innovative pharmaceutical companies and leading pharmaceutical companies

Taking the popular targets of PD-1/PD-L1 and CAR-T as an example, according to incomplete statistics, the number of domestic PD-1/PD-L1 has been marketed and the number of pipeline varieties under research is 84.

It is true that antibody drugs are currently one of the most gold-producing drugs, and the global antibody drug market will reach a new high in 2020, reaching US$155 billion

2020 global sales of 2 billion antibody drugs

In China, the target PD-1/PD-L1 ranked first in the terminal sales of China's public medical institutions in the first half of 2020, with a sales amount exceeding 3 billion yuan

Repeated research, no matter the best track will be crowded

Direction 1: Double Antibody

Look at the domestic leading companies from the double antibodies and ADCs in scarce areas that may enter the outbreak period in the next 5 years or so

According to incomplete statistics, there are currently only 3 dual-antibody drugs on the market in the world, and most of the other 218 dual-antibody products are still in phase I clinical trials

Clinical applications for double antibodies accepted by CDE in 2020

Direction 2: ADC

Currently, the only ADC drugs on the market in China are Roche’s KADCYLA and Takeda Pharmaceutical’s ADCETRIS.

ADC clinical applications accepted by CDE in 2020

For pharmaceutical companies such as Corning Jereh, Rongchang, Biotech, and Toyao that have advanced R&D progress, as well as leading companies with strong strength and rapid deployment in frontier targets, such as Hengrui, Cinda, Zhejiang Pharmaceuticals, etc.

Direction 3: FAST

The original First cannot appear on a large scale for the time being, fast becomes the key to entry, whether it is an old target, a new target, a popular target, an unpopular target, or not a First, 2nd and 3rd are also tickets to guarantee the qualifications of the table.
For the 5 players outside, you have to worry about the old tickets in your hand
.
In this regard, CXOs such as veteran Hengrui, Hansen, rising star Baekje, Zai Lab, and accelerator WuXi Taige are all game participants
.

The top three inventory of the progress of the targets of interest

RET

RET has strong exclusivity and can independently drive the occurrence of various cancers including non-small cell lung cancer and thyroid cancer
.
For this target, two drugs have been approved for marketing, namely the famous "star drugs" Presitinib (BLU-667) and Serpatinib (LOXO-292)
.
New drugs under development in China are used for the treatment of patients with resistance of this type or two drugs, such as the second-generation RET inhibitor SY-5007 controlled by the first drug
.

Source: Medical Rubik's Cube Database

FGFR

The importance of FGFR in the treatment of cancers such as cholangiocarcinoma and urothelial carcinoma has been widely recognized, and subsequent further studies have also confirmed that FGFR is a target in many types of cancer, including gastric cancer.
There is also potential in treatment
.

Source: Medical Rubik's Cube Database

FAK

Focal adhesion kinase (FAK) is a non-receptor tyrosine kinase, which is related to the malignant degree of tumors.
Its activation and overexpression may shorten the survival time of various cancer patients, including triple-negative breast cancer, and may also lead to Patients develop resistance to conventional treatment options
.
More and more studies have shown that FAK and its homolog Pyk2 can be used as a target for targeted therapy
.

Source: Medical Rubik's Cube Database

ALK

ALK is one of the most classic "diamond" mutations.
Its targeted therapy drugs have shown excellent efficacy in the treatment of various cancers represented by non-small cell lung cancer.
The median overall survival of the "1 2" sequential program The period can reach an astonishing 88.
4 months
.
Launched domestic market and carried out targeted clinical trials to compensate for the inadequacy of the first-generation ALK inhibitor crizotinib into the brain, and to target the ALK inhibitors of drug-resistant mutation subtypes
.

Source: Medical Rubik's Cube Database

to sum up

Based on the "voice of patients", policy-oriented, holding scarce targets in hand, stuck in the front row, and calmly treating the crowded track, real gold pharmaceutical companies can be concealed, and the leading pharmaceutical company 2.
0 will end.
Will stand out
.
As the old saying goes, gold always shines
.