Report summary
The largest JPMorgan health care conference in the industry was held online, with the participation of international giants such as GSK, Pfizer and BMS, as well as many Chinese pharmaceutical enterprises. The speech content of 13 Chinese pharmaceutical enterprises was selected for a concise summary, including the pipeline layout and internationalization progress of Chinese pharmaceutical enterprises, the strategic planning, indication layout of biotech’s core products Key clinical time nodes in 2022, as well as unlisted companies with differentiated technologies.
Jiangsu Hengrui Medicine Co.Ltd(600276) through the way of self research + introduction, it has developed in multiple directions. On the basis of the troika, it has arranged tumors, self immune diseases, metabolic diseases and analgesia. The follow-up products of innovative drugs are continuous, and the seven indications related to innovative drugs are under listing application.
Baiji Shenzhou: focusing on zebutinib and tirelizhu, we work at the same time in hematoma and solid tumor, and the globalization of patients’ enrollment is extremely fast. With the globalization of sales force, China, the United States and Europe must have it, and Asia must have it. Only with money can we have confidence, and the key clinical time nodes in 2022 will be disclosed.
Cinda biology: the leader of PD-1 in China, with self rooted immunotherapy. Checkpoints such as PD-1, CTLA-4 and tigit are leading in China. The technical platform includes monoclonal antibody, double antibody, ADC, ISAC and polyclonal antibody. At the same time, small molecules, car-t and other products are introduced to expand the pipeline, and the clinical progress of 2022 related products is disclosed. Shanghai Junshi Biosciences Co.Ltd(688180) : PD-1 took the lead in arranging adjuvant therapy, neutralizing antibody + oral small molecule against covid-19 virus, and disclosed the clinical progress of corresponding drugs in 2022.
Legendary biology: car-t myeloma has excellent follow-up data. Continue to mine myeloma.
Tianjing biology: differentiated layout targets. CD73, CD47 and CD38 are clinically promoted in hematoma and solid tumor. It’s better to be a friend of PD-1 than to join PD-1, and disclose the clinical progress of relevant products in 2022.
Kangfang biology: ak104 cervical cancer has excellent curative effect. Continue to lay clinical research. Ak112 lung cancer has a high response rate. Prepare head-to-head pabolizumab.
Rongchang biology: etanercept and vidixitol have steadily promoted overseas clinical practice.
Kewang biology: turn cold tumors into heat and treat cancers with insufficient PD-1 response.
Deqi medicine: from license in to in-house, celinido’s indications cast a net.
Faith Medicine: gene drugs are effective in the treatment of hemophilia for a long time.
Zaiding medicine: meet the unmet drug needs of KRAS and met mutations in lung cancer.
