Cell gene therapy: cell and gene therapy (cell therapy in a broad sense, excluding stem cells without gene modification) is a method of using gene therapy vectors to transduce exogenous therapeutic genes into cells, and then through the transcription and translation of exogenous genes, change the original gene expression of cells to treat diseases. Its action modes generally include: ① replacing pathogenic genes with normal genes; ② Inactivate pathogenic genes; ③ Introduce new or modified genes.
Gene therapy cro and cdmo: cro refers to providing outsourcing services for pharmaceutical enterprises, scientific research institutions and other entities engaged in new drug R & D or pilot basic research. Cdmo mainly refers to providing process development, amplification and verification, Ind application, clinical phase I-III and commercial production services for new drug research and development.
CGT cdmo market scale and industry pattern: from 2018 to 2022, the cdmo market scale increased from 870 million yuan to 3.26 billion yuan, with a compound annual growth rate of 39.3%; From the perspective of industry competition pattern, among the global gene therapy cdmo enterprises, Lonza and other foreign enterprises account for half of the revenue, and China Pharmaceutical mingshengji ranks second.
Oxford biomedica: pioneer of lentivirus vector. Lentivector ® Lentivirus vector delivery technology builds an industrial moat with a wide range of cooperation projects. At present, the income mainly comes from cdmo business income and relevant royalties.
Lonza: Global cdmo leader. As one of the pioneers in cdmo industry, Lonza has obvious first mover advantages. From API intermediates in the early stage to small molecule cdmo business, and then to develop emerging biopharmaceutical and cell and gene therapy cdmo business in the later stage, give full play to the advantages of the platform based on years of technology accumulation, and provide drug R & D and production services for customers of pharmaceutical companies and biotechnology companies abroad.
Heyuan biology: the company focuses on the field of gene therapy and provides: ① vector products such as plasmid, adeno-associated virus and lentivirus; ② Oncolytic herpes virus, oncolytic pox virus and other oncolytic virus products; ③ Technical research, process development and GMP production services of car-t and other cell therapy products; The proportion of the company’s gene therapy cdmo service revenue in the main business revenue increased from 29.79% in 2018 to 73.13% from January to June 2021, with rapid development.
Kingsley is vigorous: it is mainly committed to providing end-to-end cdmo services from target development to commercial production for gene and cell therapy (GCT) drugs, vaccine and biological drug discovery, antibody protein drugs, etc. Kingsley bio’s revenue increased by 78% to $40.4 million in 2020. Among them, the income of antibody drugs increased by 78% in 2020; Cdmo service revenue of gene and cell therapy increased by 148% year-on-year, showing great development potential.
Yao mingshengji: Wuxi Apptec Co.Ltd(603259) its cdmo focusing on cell and gene therapy. From the perspective of revenue, Yaoming Shengji achieved a revenue of 1.026 billion yuan in 2021, a year-on-year decrease of 2.79%. The ctdmo business of cell and gene therapy in China grew rapidly, realizing a year-on-year increase of 87%, which partially alleviated the impact of the delayed declaration of customer products on the market and covid-19 epidemic in the business in the United States.
