- In 14 years, xinlitai acquired Chengdu Jinkai, a biopharmaceutical enterprise, and started its own development and exploration in the field of biopharmaceuticals.
- 1、 Grantirel in sclerosis
- 2、 GLP-1 diabetes medication
- 3、 Tripatide
- 4、 Octreotide and leuprorelin and other tumor drugs
- 5、 Goserelin and other assisted reproductive products
In 14 years, xinlitai acquired Chengdu Jinkai, a biopharmaceutical enterprise, and started its own development and exploration in the field of biopharmaceuticals.
Jinkai is a biopharmaceutical company based on polypeptide technology, and polypeptides play an important role in the world’s biopharmaceuticals. Compared with the new upstarts of monoclonal antibodies, peptide biopharmaceuticals are much more low-key and mature.
In 2018, the global peptide drug market scale is about 22 billion US dollars, and the peptide drug market is on the rise as a whole, and has become an important direction for foreign pharmaceutical companies to develop new drugs. Pharmaceutical giants such as Pfizer, Merck, Roche, Lilly, Novartis, Sanofi, Bayer and other large multinational pharmaceutical enterprises have increased their investment in peptide drug research and development through independent research and acquisition, and have harvested a lot of listed drugs.
In recent years, the scale of peptide drugs in China has also shown an upward trend. In 2017, the market scale of peptide drugs (including growth hormone, insulin, etc.) in China reached 63 billion yuan. With the aging, the market demand will continue to expand, and there is still room for substantial growth of peptide drugs.
At present, peptide drugs cover all aspects of the disease. I have listed some major products. These products are mainly composed of glatirel, liraglutide, dulaglycopeptide, somaluptide, tripatide, exenatide, octreotide, leuprorelin and goserelin. These big products have sales of more than one billion dollars in the world. These products account for more than 50% of the total peptide product revenue.
1、 Grantirel in sclerosis
As an innovative polypeptide drug launched by TIVA in 1996, it is used to treat multiple sclerosis. It has increased from US $400 million in 1998 to US $4.3 billion in 2013, and continued to exceed US $4 billion in 2013-2016. It is one of the most important products of TIVA. After the patent expired in 2015, the market began to decline.
In 2018, the revenue of TIVA’s gratirel was only $2.36 billion, which was almost half of that of the peak of more than $4 billion. In 2015, Sandoz launched a generic drug, which had a great impact on it. Domestic Hanyu pharmaceutical and other enterprises have the raw material drug of glatirel, and generic drugs are also listed in the United States. In the future, this product in China will usher in a wave of biological similar drug listing climax.
2、 GLP-1 diabetes medication
In peptide products, GLP-1 occupies a very large market share. At present, Novo Nordisk’s liraglutide and somaluptide. Lilly’s duraglycopeptide and other products have a large market sales, and the old product exenatide (microspheres) also has some sales. In 2018, the sales volume of liraglutide in the Chinese market was about 600 million yuan, accounting for 87% of the whole GLP-1 drug market share and 1.3% of the total diabetes drug market in China, with a growth rate of 73%. Worldwide, Lilly’s dulaglycopeptide sales in 2018 are about $3.2 billion, and maintain a high growth rate of 58%.
Novo Nordisk’s liraglutide achieved a revenue of US $3.856 billion in 2018, and somaluptide completed US $285 million in the first year of its marketing. In the future, liraglutide, dulaglutide and somaluptide will become the top three long-acting GLP-1 in the world. The revenue of the three is expected to exceed $10 billion, reaching 40% of the revenue of the whole peptide products.
It also accounts for about 15% of the total market share of diabetes products. It is worth mentioning that dullarutin of xinlitai has started clinical practice, and almost all pharmaceutical companies in China are tracking liraglutide. In 4-5 years, liraglutide will be listed on the market. However, it is likely that there are only Lilly and xinlitai.
3、 Tripatide
There is not much to say about tripatide. In 18 years, Lilly still has 1.6 billion US dollars, with a decline of about 10%. This drug has been growing continuously in the international market for 16 years, reaching around 1.5 billion US dollars. It is a classic bone growth hormone. Tripatide of sinolite is expected to be available in the third quarter to the fourth quarter of 19.
4、 Octreotide and leuprorelin and other tumor drugs
As a result, the global sales of octreotide microspheres, such as octreotide and leucine microspheres, have been improved from the short-term efficacy of octreotide microspheres and other products in the world In 2018, octreotide microspheres had a sales volume of nearly 3 billion US dollars in China. Octreotide microspheres are mainly used in patients with gastrointestinal and pancreatic endocrine tumors. Vasoactive intestinal peptidoma. Glucagon tumor, etc.
Leuprorelin microsphere is the most popular product among all microsphere products, and also the only one with domestic products in China. Leuprorelin is a potent gonadotropin releasing hormone agonist. It is clinically used in the treatment of hormone dependent tumors, such as prostate cancer, breast cancer, hysteromyoma, endometriosis and so on.
Leuprorelin microspheres were developed by Takeda of Japan and listed in 1995. They are sold internationally by Takeda, Abbott, Abbott and Orion. Leuprorelin microsphere is the largest variety of microsphere products with sales of nearly $2.2 billion in 2018 only for Takeda and Abbott. Beijing Bonte and Shanghai Lizhu, two domestic enterprises, also had sales scale of 600-1 billion yuan in 2018, and the growth rate was very fast.
5、 Goserelin and other assisted reproductive products
In addition to Rosmarin, it is also a kind of reproductive hormone auxiliary products. There is about 10 billion market space for assisted reproduction in China. In addition to luteinizing hormone such as leuprorelin, peptide drugs such as recombinant human follicle stimulating hormone occupy the majority. Jinkai has a long-acting recombinant human ootropin in the clinic. This field is also one of the main application fields of peptide products.
From the above five points of analysis, peptide products are mainly concentrated in diabetes and cancer. Secondly, it has good performance in osteoporosis, sclerosis, assisted reproduction and other fields. The peptide products of xinlitai in clinic are mainly three of the above five categories: duraglycopeptide of diabetes mellitus, teriparatide of orthopedics and recombinant human long-acting ootropin of assisted reproduction.
In the field of cancer and sclerosis, clinical practice has not yet been carried out. I believe that similar products such as leuprorelin, glatirel and other similar products will be gradually deepened in the future. Jinkai is definitely the leader of polypeptide technology in China. In the future, we also hope to study the whole peptide products more thoroughly. More peptide drugs can also be put on the market.
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