"Tumor cake" of 100 billion US dollars, shared by strong pharmaceutical enterprises

In recent years, with the continuous rise of cancer incidence rate worldwide, anti-cancer drugs have become a major market segment in the pharmaceutical field, and also the focus of drug innovation and research The industry forecasts that in the next five years, anti-tumor drugs will still occupy a dominant position in the global market sales It is predicted that by 2022, the scale of anti-tumor drug market is expected to grow to US $192 billion, with a compound annual growth rate of 12.7% In terms of cancer drug varieties in China, with the acceleration of new drug approval and review, in the first half of 2019, CDE undertook 3901 acceptance numbers Among the 145 new chemical drugs declared in the field of new drugs, about half of them are antineoplastic drugs, with 60 varieties in total In terms of market sales, the data shows that the average annual growth rate of China's anti-tumor drug market is 16.0% in 2012-2017, and the sales volume in the field of anti-tumor drugs in domestic key cities reached 26.459 billion yuan in 2018, up 8.88% year on year In the next few years, the sales curve of anti-tumor drug market will continue to rise It can be seen that anti-tumor drugs are also the future competition of Chinese pharmaceutical enterprises Since this year, many pharmaceutical companies have been in the layout of anti-tumor drug market For example, on May 20, the anti-tumor generic drug gefitinib developed by Zhengda Tianqing Pharmaceutical Group obtained the drug registration approval issued by the national drug regulatory agency (nmpa), which made the domestic gefitinib manufacturers form a three pronged grid of AstraZeneca, Qilu pharmaceutical and Zhengda Tianqing On November 1, Baiji Shenzhou announced that it has reached a global strategic cooperation relationship with Amgen, a biopharmaceutical giant It is reported that Amgen will purchase 20.5% of Baiji Shenzhou stock with about $2.7 billion in cash According to the cooperation agreement, Baiji Shenzhou, led by Hillhouse capital in the whole process, has obtained the development and commercial rights of mature tumor products of amjin company, such as xgeva (desurmab), kyperolis (kafezomib) and bispecific antibody drug blincyto (bilintomolobib) in China Baiji Shenzhou has five or seven years of commercial operation in China on these three products During this period, both parties will share the profits or losses equally After the commercialization period expires, Baiji Shenzhou will have the right to retain a product and obtain a royalty for an additional 5 years of sales in China for the unreserved product It is understood that xgeva was approved for treatment of giant cell tumor of bone in China in 2019, and is currently developing for prevention of bone related complications in patients with bone metastasis cancer In terms of the Chinese market, kyprolis is mainly used to treat patients with multiple myeloma, while blincyto is mainly used to treat the clinical development projects of patients with relapsed or refractory adult acute lymphoblastic leukemia, both of which are currently in the late stage of development In addition, Baiji Shenzhou and amjin will jointly develop 20 tumor pipeline drugs under research for solid tumors and haematomas around the world, including small molecule targeted drugs such as amg510, an inhibitor of krasg12c under research, as well as bispecific t-cell-combined anti-body immunotherapy After this cooperation, more than 30 anti-tumor drug R & D product pipelines of Baiji Shenzhou will be expanded It can be said that this cooperation is a strong "marriage" between two leading enterprises in the field of biotechnology in China and the United States The industry believes that as a local Chinese pharmaceutical enterprise, Baiji Shenzhou has made remarkable achievements in the innovation of biological drugs, and two global excellent anti-tumor innovative drugs are expected to obtain new drug approval in China, the United States and Europe.