In the tenth batch of national procurement, aspirin has become the focus. The core reason is that in this batch of centralized procurement, the price of enteric-coated aspirin tablets is as low as 3 cents a piece. The market is worried that excessive pursuit of low prices in centralized procurement may hurt companies, after all, this will affect profits; at the same time, it may also cause drug quality problems, and some media even lead the rhythm: “Do you dare to take drugs that cost 3 cents a piece in centralized procurement?” The market’s concerns are understandable, but most of the emotions may be redundant. First of all, due to the simple synthesis process and cheap raw materials, the cost of aspirin itself is not high. In Europe and the United States, the unit price of aspirin is basically in “cents”. The article “What is the level of 3 cents ...
Gilead has been in Mercury retrograde in the past two years. Apart from long-acting HIV therapy, there is almost no good news, especially in the anti-tumor field where Gilead continues to increase its layout. It can even be said that the harder it tries, the more disappointed it is. Not only has it suffered a lot in the layout of TIGIT, but since this year, Trodelvy has failed in clinical trials, resulting in a high probability that the $21 billion acquisition of Immunomedics will be difficult to recover, and the $4.9 billion investment in the CD47 field is even more lost. Of course, even after paying a huge tuition fee, Gilead is still fighting for growth, active in the field of tumor BD, betting on new products and new technologies. At present, compared with these earlier bets, Gilead obviously hopes to win again with CAR-T. Recently, the clinical data of ...
Cell storage has never been a new topic. In the promotion of cell storage, these precious biological resources, from stem cells to immune cells, can be stored in case of emergency through freezing, and play a key role in treating diseases, delaying aging and even regenerative medicine. Simply put, storing your own cells is an investment in future health, although this is expensive. “The most expensive unit price is 176,000 yuan, and it is stored for 20 years,” Shanghai Cell Therapy Group, which applied for an IPO on the Hong Kong stock market, revealed to us the tip of the iceberg of the cell storage business. Relying on the cell storage business, Shanghai Cell Therapy Group earns 600 million yuan a year and supports the company’s IPO. So, what is the clinical value of cell storage? What kind of business is this? The reason why it is called “the first ...
On December 12, Xinghao Pharmaceutical announced that its subsidiary, Guangdong Xinghao Pharmaceutical Co., Ltd., participated in the bidding process organized by the Joint Procurement Office for the tenth batch of national centralized drug procurement. The company’s product, Naloxone Hydrochloride Injection, is expected to win the bid in this centralized procurement, with an intended bid price of 1.37 yuan per vial. It is reported that Naloxone Hydrochloride Injection is an opioid receptor antagonist used to counteract respiratory depression caused by opioid drugs in narcotic anesthesia and to promote patient awakening, as well as to rescue individuals from acute ethanol poisoning. Xinghao Pharmaceutical stated that if the company subsequently signs a procurement contract and implements it, this will further expand the sales of related products, increase market share, enhance the company’s brand influence, and have a positive impact on the company’s future operating performance. https://finance.eastmoney.com/a/202412133267927671.html
Financial Associated Press, December 13 – Huahai Pharmaceutical (600521) released a notice regarding the acceptance of its subsidiary’s application for drug marketing authorization. The company’s wholly-owned subsidiary, Zhejiang Huahai Biotechnology Co., Ltd., has recently received the “Acceptance Notice” issued by the National Medical Products Administration for the application for the domestic production registration of adalimumab injection. This medication is primarily used to treat rheumatoid arthritis, ankylosing spondylitis, psoriasis, and other conditions, and is classified as a Class 3.3 therapeutic biological product. To date, the company has invested approximately 193 million yuan in research and development for this project. According to estimates from Frost & Sullivan, the sales revenue of adalimumab biosimilars in China is expected to grow from approximately 2.2 billion yuan in 2022 to approximately 4.851 billion yuan in 2023, with the market size projected to reach 11.5 billion yuan by 2030. This acceptance marks the entry of the ...
Jin Pharmaceutical (600488) announced that its subsidiary, Jin Pharma Peace (Tianjin) Pharmaceutical Co., Ltd., has recently received approval from the National Medical Products Administration (NMPA) for its potassium chloride injection, successfully passing the consistency evaluation for the quality and efficacy of generic drugs. This medication is classified as a category A product under the national medical insurance system and is primarily used to treat and prevent hypokalemia, making it suitable for patients who cannot take potassium supplements orally. As of now, Jin Pharma Peace has invested approximately 4.93 million yuan in research and development for the potassium chloride injection project. According to market data, the domestic sales revenue for potassium chloride injection was 612 million yuan in 2022 and 661 million yuan in 2023. With the successful completion of the consistency evaluation, the market competitiveness of this product is expected to improve, and medical institutions are likely to prioritize the ...
MNC Roche took out a “machete”. In Roche’s 2024Q2 PPT presentation, there are 5 pipelines in the anti-infection pipeline echelon, 4 of which are Ruzotolimod (TLR7 agonist), Xalnesiran (small interfering RNA), PDL1 LNA and HBsAg monoclonal antibody, all of which are in Phase I and II clinical trials. When it comes to the presentation of 2024Q3, the situation has changed. Roche cut off the above 4 pipelines with the target indication of hepatitis B at one time. The company did not give a specific reason for the “clearance”. The most speculation in the market is that the clinical pipeline data is “unsatisfactory + Roche streamlines the pipeline to focus its energy and investment on core areas”. However, for Roche, the anti-infection sector has always been a relatively marginal module of the company. In the key drivers introduced by the company in 2024Q2 after 2025, the molecules of the anti-infection (hepatitis ...
On December 11, according to the official website of CDE, Xinlitai’s Class 1 imported chemical drug DD01 injection obtained implicit approval for clinical trials and is intended to be used for weight management in obese adult patients or overweight patients with one or more weight-related risk factors (such as hypertension, type 2 diabetes or dyslipidemia). DD01 is a long-acting GLP-1R/GCGR dual agonist. In September 2021, Xinlitai introduced the drug from South Korea’s D&D Company for a total amount of no more than US$27 million. According to Xinlitai’s announcement, DD01 selectively activates GLP-1 receptors and GCGR receptors, excites downstream pathways, and produces biological effects such as lowering blood sugar, lowering body weight, lowering liver fat, lowering serum cholesterol, and improving liver function. Preclinical experimental studies have shown that compared with semaglutide, DD01 can not only achieve similar blood sugar lowering effects, but also has more obvious effects on improving fat metabolism ...
AstraZeneca recently announced that its PD-L1 monoclonal antibody Imfinzi has been approved by the FDA in the United States for the treatment of adult patients with limited-stage small cell lung cancer (LS-SCLC) whose disease has not progressed after concurrent platinum chemotherapy and radiotherapy, becoming the world’s first and only immunotherapy for LS-SCLC. In the ADRIATIC Phase III clinical trial, the average overall survival (OS) of the Imfinzi group was 55.9 months, and that of the placebo group was 33.4 months, a full 22.5 months increase. This is a very groundbreaking progress, breaking the LS-SCLC treatment bottleneck of more than 30 years. AstraZeneca “dug up the gold mine”, and its lung cancer treatment map has been further expanded. Expanding the lung cancer drug map Before 2000, there were only three means of treating lung cancer: chemotherapy, radiotherapy and surgery, especially for patients with advanced lung cancer, who had limited options. It ...
According to a news report on December 10, ChipScreen Biotech announced that its wholly-owned subsidiary, Chengdu ChipScreen Pharmaceuticals Co., Ltd., recently received the Acceptance Notice for the clinical trial registration of domestically-produced drugs issued by the National Medical Products Administration (NMPA) Drug Review Center. The clinical trial application for CS12088 has been accepted by the NMPA Drug Review Center. CS12088 is classified as an HBV core assembly modulator, featuring significant antiviral activity, liver-targeting characteristics, and good safety and tolerability. This medication works by interfering with the assembly of the HBV core, blocking the packaging of the viral pre-genomic RNA into the core, which in turn inhibits the replication of HBV DNA and suppresses the production of mature viral particles. The company will actively advance this research and development project and will strictly comply with relevant regulations to timely fulfill its disclosure obligations regarding the subsequent progress of the project. https://finance.eastmoney.com/a/202412103264202237.html
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