Covid-19 oral medicine track is attracting more and more pharmaceutical enterprises.
On February 21, Shan Dong Kexing Bioproducts Co.Ltd(688136) announced that its wholly-owned subsidiary Shenzhen Kexing Pharmaceutical Co., Ltd. (hereinafter referred to as "Shenzhen Kexing") and Shenzhen Aetna Weisheng Pharmaceutical Co., Ltd. (hereinafter referred to as "Aetna Weiwei") signed the shan26 project cooperation agreement (hereinafter referred to as "cooperation agreement"), Aetna Wei authorizes Shenzhen Kexing to exclusively license the intellectual property rights, follow-up product R & D rights and commercialization rights of shen26 obtained or held by Shenzhen Kexing.
SHEN26 is a New Coronavirus polymerase (RdRp) inhibitor, which can inhibit viral nucleic acid synthesis to achieve antiviral effect. It can be used to treat COVID-19 and other viral infections. It has been completed in the laboratory development and is undergoing pre clinical pharmacy and process development.
racing covid-19 medicine track
"It has been more than two years since the covid-19 epidemic broke out. Covid-19 related tracks have experienced continuous expansion from protective articles to virus detection, vaccines and specific drugs. Specific drugs are considered to be the last puzzle on covid-19 related tracks, attracting many pharmaceutical enterprises to compete." Insiders told the Securities Daily.
The huge market space is also an important reason for major pharmaceutical enterprises to develop covid-19 specific drugs. Southwest Securities Co.Ltd(600369) it is estimated that the global oral covid-19 drug market will be billions to tens of billions of dollars, equivalent to nearly 100 billion yuan.
According to the statistics of Intranet, there are more than 20 covid-19 therapeutic drugs that have been listed or authorized for emergency use worldwide. For example, on November 4, 2021, the UK drug and Health Products Administration approved the listing of molnupiravir jointly developed by MSD and Ridgeback, which is the world's first oral antiviral drug approved for the treatment of mild and moderate covid-19 adult patients. On February 9, 2021, tengshengbo pharmaceutical announced that the combination therapy of the company's monoclonal antibody ambacizumab + romisvir mAb was approved for listing, and China's covid-19 drug also ushered in a breakthrough.
In addition, China's pioneering pharmaceutical, Shanghai Junshi Biosciences Co.Ltd(688180) , Frontier Biotechnologies Inc(688221) , Zhongsheng RuiChuang, Xiansheng pharmaceutical, Yunding Xinyao, Geli pharmaceutical and other enterprises are also orderly promoting the R & D of covid-19 oral medicine.
The aforementioned person said, "Covid-19 specific drugs have two main research and development paths: one is biological macromolecular drugs, mainly antibody drugs, and the other is small molecule drugs, which can inhibit virus immersion and replication, and have broad-spectrum effects on various mutant strains. The former has the characteristics of fast research and development, strong specificity, relatively small side effects and strong curative effect accuracy, while the latter has the characteristics of low cost and feasibility And good, suitable for a wide range of characteristics. "
Shen26, developed in cooperation with Aetna this time Shan Dong Kexing Bioproducts Co.Ltd(688136) is a small molecule compound. As a New Coronavirus polymerase (RdRp) inhibitor, SHEN26 has a high inhibitory activity on the proliferation of COVID-19 virus and its mutants in cells, the company said. In vitro antiviral activity test showed superior antiviral effect on Omicron mutant of covid-19 virus.
According to the announcement, shen26 project is carried out in the form of cooperative development. Shenzhen Kexing is mainly responsible for the clinical application, clinical research, listing application of shen26 in China and other regions around the world, the commercialization of shen26 in China and other regions around the world and the development of subsequent new indications. Aetna is mainly responsible for shen26 preclinical research and development, relevant intellectual property rights and patent applications, as well as subsequent supplementary research, registration and application, etc.
Up to now, SHEN26 has submitted relevant patent applications, and has been included in the 2021 annual New Coronavirus prevention and control New Coronavirus infection science and technology emergency response special project. It is a special key project of the national science and Technology Department's public safety risk prevention and control and emergency technology and equipment.
go to sea and seize the opportunity
For this cooperation, relevant people of Kexing biology said that the company has long had a layout in the field of antiviral, and the company's human interferon for injection α 1b is the first class I new drug of genetic engineering with independent intellectual property rights in China. It has broad-spectrum antiviral activity and has played an important role in the fight against SARS and the Middle East respiratory syndrome. On the "battlefield" against covid-19, α- Interferon is also an antiviral drug recommended by the National Health Council's New Coronavirus pneumonia diagnosis and treatment program. Therefore, in the fight against viral diseases, the company has never left the track.
"The follow-up development of shen26 will probably go to sea from the perspective of its introduction rhythm, speed and firmness. The main reason is that in addition to the continuous" internal volume "of Chinese pharmaceutical enterprises, it is more important that Shan Dong Kexing Bioproducts Co.Ltd(688136) has rich experience in overseas commercialization." The aforementioned insiders said that the drug going to sea should not only have teams and products, but also face the market and the experience of the commercial team in the market. Only with the support of many parties can the road of domestic drug export go smoothly and smoothly.
Since the successful opening of the overseas commercial market of the company's core product human erythropoietin (yipuding) in 1998, Shan Dong Kexing Bioproducts Co.Ltd(688136) has been deeply cultivated in the overseas market for more than 20 years, and has successively realized the overseas sales of two other core products human granulocyte stimulating factor (baitexi) and probiotics Clostridium butyricum (changlekang). Compared with the current situation that China Meheco Group Co.Ltd(600056) enterprises mainly export APIs overseas, Shan Dong Kexing Bioproducts Co.Ltd(688136) has realized the direct export of stock solutions and preparations in many overseas countries. At present Shan Dong Kexing Bioproducts Co.Ltd(688136) has passed the market access and sales of more than 30 countries and regions such as Brazil, the Philippines and Indonesia. It is a pioneer of peers going to sea.
Shan Dong Kexing Bioproducts Co.Ltd(688136) is promoting the overseas commercialization strategy. Through the "three high and one fast" standard of "high clinical value, high technical level, high international quality management and registration standards and rapid commercialization", promote the expansion of commercialization projects, further enhance the company's core competitiveness in the international market and realize the strategic value of overseas marketing platform.
In 2021, Shan Dong Kexing Bioproducts Co.Ltd(688136) officially introduced three sea going projects, including albumin Paclitaxel injection, which is known as the "cornerstone drug" of anti-tumor, infliximab, which has entered the United Nations covid-19 treatment solidarity experiment +, and bevacizumab, a heavyweight drug in the tumor industry.
\u3000\u3000 "Covid-19 vaccine + specific drugs are considered to be the best means of epidemic prevention and control. The industry expects the global covid-19 oral drug market to be billions to tens of billions of dollars. In view of the severe situation of overseas epidemic, covid-19 oral drug market has yet to be applied on a large scale, and the final market pattern will be a comprehensive implementation of R & D, industrialization and overseas commercialization of pharmaceutical enterprises that are constantly entering the market The test of strength. " Said the aforementioned market participants.
