Trend of A-share and Hong Kong stock innovative medicine plate this week
In the third week of December 2021, a total of 7 stocks rose and 40 stocks fell in the innovative drug sector in mainland and Hong Kong. Among them, the top three gainers are Yunding xinyao-b (+ 19.12%), Hunan Nucien Pharmaceutical Co.Ltd(688189) (+ 6.15%), and platinum pharmaceutical-b (+ 3.48%) (- 16.89%). This week, the A-share innovative drug sector fell by 2.97%, underperforming the CSI 300 index by 0.98pp, and biomedicine fell by 3.55%. In the past six months, the A-share innovative drug sector fell by 23.32%, underperforming the CSI 300 index by 20.49pp, and biomedicine fell by 20.06%. This week, the Hong Kong stock innovative drug sector fell by 4.96%, underperforming the Hang Seng Index by 1.61pp, and Hang Seng healthcare fell by 8.81%. In the past six months, the Hong Kong stock innovative drug sector fell by 8.81% Fell 31.89%, underperformed the Hang Seng Index by 11.3pp, and Hang Seng healthcare fell 45.4% in total.
Progress of key innovative drugs in China
In December, 8 new drugs were approved for marketing in China. This week, 6 new drugs were approved for the first time, and 1 innovative drug was approved for new indications. They are aifluconazole of Japan scientific research Pharmaceutical Co., Ltd, Zl-2401 p-toluenesulfonate (tablet / injection) of zaiding pharmaceutical, Huzhen Qingfeng of Yili pharmaceutical, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Jieyu Chufan capsule, aisaconazole sulfate jointly developed by Estella pharmaceutical and Brasilia pharmaceutical, Switzerland, celinisol of deqi pharmaceutical and ametinib mesylate tablets of hausen pharmaceutical were approved as new indications.
Progress of overseas key innovative drugs
In December, four new drugs were approved by FDA. Two new drugs were approved this week: dartislaodt of edenbridgepharmaceuticals and tezeperumab of AstraZeneca.
Weekly topic – cldn18 2. R & D Progress
CLDN18. 2 is expressed in a variety of tumors. According to different literature reports, it is expressed in 20% ~ 87% of patients with gastric cancer, 18% of patients with esophageal adenocarcinoma, 60% of patients with pancreatic ductal adenocarcinoma and 33% of patients with pancreatic acinar cell carcinoma. Because there are fewer specific targets in gastric cancer and pancreatic cancer, and there is no particularly good treatment at present, CLDN18. 2 as a potential target for gastric cancer and pancreatic cancer, the current clinical research focuses on these two cancer types. There are 75 cldn18 in the world 2. The project is under research. Monoclonal antibody and car-t account for 25% respectively, and ADC and double antibody account for 20% respectively. Chinese enterprises are keen on cldn18 2. The leading enterprises of 62 projects are located in China. Among Chinese enterprises, the anti-cldn18 of Rongchang biology has made rapid progress Antibody coupled drugs are in phase II clinical stage. Anti cldn18 of Lixin medicine 2 monoclonal antibody and ADC are in phase I / II clinical, cart cell therapy of Keji pharmaceutical is in phase I / II clinical, and anti-cldn18 of Beijing Aosaikang Pharmaceutical Co.Ltd(002755) 2 monoclonal antibody is in phase I / II clinical stage.
Progress of global key innovative drug transactions this week
There were 24 key transactions in the world this week, and 10 key transactions with disclosed amount. Lilly, Bristol Myers Squibb, baonovartis, Qilu pharmaceutical, Haosen pharmaceutical and AstraZeneca all have transactions.
Risk warning: expected risk of drug price reduction; The implementation progress of medical reform policy is lower than the expected risk; Risk of R & D failure.
