Trend of A-share and Hong Kong stock innovative drug sector this week
In the third week of December 2021, a total of 7 stocks in the innovative drug sector in mainland and Hong Kong rose and 40 stocks fell. 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%). The top three declines were tengshengbo pharmaceutical-b (- 22.74%), Cinda Biology (- 18.63%) and Corning Jerry pharmaceutical-b (- 16.89%). This week, the A-share innovative medicine sector fell 2.97%, underperforming the CSI 300 index by 0.98pp, and biomedicine fell 3.55%. Over the past six months, A-share innovative drugs have fallen by 23.32%, underperforming the Shanghai and Shenzhen 300 index by 20.49pp, and biomedicine has fallen by 20.06%. This week, the innovative drug sector of Hong Kong stocks fell 4.96%, underperforming the Hang Seng Index by 1.61pp, and Hang Seng healthcare fell 8.81%. Over the past six months, innovative drugs in Hong Kong stocks have fallen by 31.89%, underperforming the Hang Seng Index by 11.3pp, and Hang Seng health care has fallen by 45.4%.
Progress of key innovative drugs in China
In December, a total of 8 new drugs were approved for marketing in China. This week, six new drugs were approved for the first time, and one innovative drug was approved for new indications. They are efaconazole from Japan scientific research Pharmaceutical Co., Ltd., zl-2401 p-toluenesulfonate (tablet / injection) from zaiding Pharmaceutical Co., Ltd., Huzhen Qingfeng from Yili Pharmaceutical Co., Ltd., Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Jieyu Chufan capsule, aisaconazole sulfate jointly developed by anstelai Pharmaceutical Co., Ltd. and Barcelona Pharmaceutical Co., Ltd., seliniso from Deqi pharmaceutical Co., Ltd. and ametinib mesylate tablets from hausen Pharmaceutical Co., Ltd. have been approved as a new indication.
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 special topic – cldn18 2. Research and development progress
\u3000\u3000CLDN18. 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. Since there are few specific targets in gastric cancer and pancreatic cancer, and there is no particularly good treatment at present, cldn18 As a potential target in gastric cancer and pancreatic cancer, the current clinical research also focuses on these two kinds of cancer. 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 2 antibody coupled drugs, 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.
