Review of new drug market this week: from March 7, 2022 to March 11, 2022, the top 5 enterprises in the new drug sector: Frontier Biotechnologies Inc(688221) (+ 13.6%), Shanghai Junshi Biosciences Co.Ltd(688180) (+ 6.6%), Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) (+ 6.1%), gakos (+ 5.2%) and legendary Biology (+ 2.0%); The top 5 enterprises with decline: Keji Pharmaceutical (- 25.8%), Hehuang Pharmaceutical (- 25.1%), kangnaide (- 23.4%), Geli Pharmaceutical (- 21.5%), Tianjing Biology (- 20.8%)
Key analysis of new drug industry this week:
The 2022 annual meeting of the American Association for cancer research (AACR) will be held from April 8 to 13 central time. As one of the most influential tumor science events in the world, it will gather the latest research results in the field of cancer every year. Chinese enterprises actively participated in the meeting. According to statistics, at least 14 Chinese enterprises were selected for the annual meeting, including Tianyan pharmaceutical, Xiansheng pharmaceutical, Deqi pharmaceutical, Corning Jerry, Yasheng pharmaceutical, Genxi biology, Tianjing biology, Geli pharmaceutical, Hehuang pharmaceutical, nuocheng Jianhua, kangfang biology, Betta Pharmaceuticals Co.Ltd(300558) , Baiji Shenzhou, Xinda pharmaceutical, Qilu pharmaceutical, etc.
According to the published AACR summary, the above-mentioned enterprises will announce a number of preclinical / clinical research results of their new anti-tumor drugs at the annual meeting. There are a wide variety of action targets of each new drug, and a number of studies are combined drugs, creating more possibilities for the selection of tumor treatment drugs in the future.
At present, more than 20 international academic conferences in the field of tumor treatment are held worldwide every year. From the perspective of scale, global influence, academic recognition and other dimensions, for China Meheco Group Co.Ltd(600056) enterprises, the most important cancer academic conferences in these academic conferences are ASCO (annual meeting of American Society of Clinical Oncology), ESMO (annual meeting of European Society of Oncology), and CSCO (annual meeting of Chinese Society of Clinical Oncology).
Approval & acceptance of new drugs this week:
This week, 8 new drugs or new indications of new drugs were approved for listing in China, 77 new drugs were approved ind, 22 new drugs ind and 4 new drugs NDA were accepted.
Top 3 of China’s new drug industry this week focuses on:
(1) on March 11, Baiji Shenzhou announced that the new indication of PD-1 tirelizumab was approved for the treatment of previously treated, locally advanced unresectable or metastatic highly microsatellite unstable (MSI-H) or mismatch repair deficient (dmmr) solid tumors.
(2) on March 9, Bio-Thera Solutions Ltd(688177) announced that the treatment of solid tumors with bat8006 for injection of class 1 new drug was approved by the State Drug Administration. Bat8006 is a targeted folate receptor developed by Bio-Thera Solutions Ltd(688177) company α （ FR α） Antibody drug conjugate (ADC) is intended to be developed for the treatment of solid tumors.
(3) on March 9, China Meheco Group Co.Ltd(600056) announced that it had reached a cooperation with Pfizer to be responsible for the covid-19 virus treatment drug paxlovid of Pfizer in 2022 ™ Business operation in the Chinese mainland market.
Top 3 of overseas new drug industry this week focuses on:
(1) in March 11th, AstraZeneca announced that its PARP inhibitor, Ola Pali, which was jointly developed with Mercedes, has been approved by FDA for adjuvant treatment of HER2 negative high-risk early breast cancer patients with BRCA germline mutation (gBRCAm). These patients have received chemotherapy before or after operation.
(2) on March 10, AstraZeneca announced that azd8233 injection had obtained an implied license for a clinical trial and was publicized in the drug evaluation center (CDE) of the State Food and Drug Administration of China to be developed for the treatment of hypercholesterolemia. Public information shows that azd8233 is an antisense oligonucleotide therapy (ASO) targeting PCSK9, which was jointly developed by AstraZeneca and Ionis pharmaceuticals.
(3) on March 8, German Merck announced that its declared enpatoran was approved clinically in China, and the indication was systemic lupus erythematosus (SLE). Public information shows that enpatoran is a potential “first in class” oral TLR 7 / 8 inhibitor developed by Merck, Germany. It plans to develop indications for the treatment of cutaneous lupus erythematosus and systemic lupus erythematosus. At present, it is in the stage of phase 2 clinical research overseas.
Risk warning: the risk that the progress of clinical trials is less than expected, the risk that the results of clinical trials are less than expected, and the risk of changes in medical policies.
