Sales myth of novel coronavirus drugs

The hitherto unknown changes turn the world upside down by COVID-19’s outbreak.

Some biological pharmaceutical enterprises that have made the best of the times have seized the opportunity and made unprecedented breakthroughs in the history of the company.

The market value of Moderna and biontech exceeds US $100 billion, and Pfizer, the “cosmic pharmaceutical company”, has developed a new mRNA crown vaccine tozinameran (bnt162b2) jointly with biontech After returning to its peak, the company’s total revenue reached a staggering US $33.5 billion in the first half of the year, which will re ascend to the top 1 among global pharmaceutical enterprises.

The revenue of bnt162b2 in the first half of the year reached US $11.3 billion, and the annual revenue in 2021 is expected to reach US $33.5 billion, which may create a sales myth that the latter can no longer match in the history of global drug sales.

In China, Aibo biology with mRNA concept is also in the ascendant In less than four months, it completed a round C financing with a total amount of more than US $700 million, which broke the single financing record before the IPO of Chinese biomedical companies.

Driven by the treatment of novel coronavirus drug prochloramide, the share price of Kaifa pharmaceutical rose all the way, from 7 yuan to 77 Yuan…

According to the medical magic cube nextpharma database, it has been approved and tightened by regulatory authorities in China, the United States, Europe, Japan and other countries Emergency use authorization (EUA) /There are up to 20 drugs temporarily supplied for the prevention / treatment of novel coronavirus diseases, including 11 vaccines, 3 neutralizing antibodies and 6 other products.

Drugs used for the prevention and treatment of novel coronavirus in China, the United States, Europe and Japan note: India approved the first novel coronavirus DNA vaccine zycov-d on August 20.

From the mid year performance disclosed by the enterprise, the total sales revenue of these novel coronavirus drugs in the first half of 2021 was US $27.8 billion (excluding Sinopharm Zhongsheng and Beijing Kexing Zhongwei).

In terms of vaccines, Pfizer’s mRNA vaccine sales revenue is US $11.3 billion, Moderna sales revenue is US $5.93 billion, AstraZeneca / Kangtai biology is US $1.17 billion, Zhifei biology is US $818 million (5.3 billion), and kangxinuo is US $318 million (2.06 billion) , Johnson & Johnson USD 264 million.

In terms of neutralizing antibodies, Roche / Regency USD 3.51 billion and Lilly / Junshi USD 960 million (FDA has recently resumed the distribution of this product in the United States, and the sales revenue is expected to increase significantly in the second half of the year).

GSK / vir neutralizing antibodies USD 22 million (GBP 16 million) In the first half of the year, the sales revenue of redcivir of Gilead was USD 2.285 billion.

Note: biontech was responsible for vaccine sales in Germany and Turkey, and obtained profit sharing and sales mileage of USD 5.844 billion from Pfizer; Kexing did not disclose the sales revenue of inactivated vaccine Kelaifu, but the network information analysis speculated that the net profit of Xinguan vaccine in the first half of the year reached RMB 34-40 billion; Fosun Pharmaceutical With a revenue of 500 million yuan, under such an attractive market return, the development of novel coronavirus therapeutic drugs around the world is also in full swing, including the vaccine, neutralizing antibody and oral drug projects of several Chinese companies, which are also accelerating towards the goal of phase III and listing.

Some Chinese companies are developing the novel coronavirus drug Aibo biology / Watson biological mRNA vaccine arcovaxarcovax, which was originally opened by Aibo biology On May 11, 2020, Watson biology and Aibo biology reached a cooperation on jointly developing this vaccine.

Arcovax is encapsulated by lipid nanoparticles and targets the RBD region of sars-cov-2 spinous process protein.100 μ G dose can induce high level neutralizing antibody, 1000 μ G dose without obvious adverse reaction.

Single or two doses of arcov immunization can stimulate strong antibody and T cell response against various epidemic sars-cov-2 strains in mice and non-human primates.

Aibo biology / Watson biology has carried out phase III clinical research of arcovax abroad in May this year, and carried out phase III clinical research in China on July 21 this year.

Inovio / adivisin DNA vaccine ino-4800in O-4800 was developed by AI diweixin in cooperation with inovio.

AI diweixin has the exclusive right to develop, manufacture and commercialize ino-48001 in Greater China.

Preliminary experimental data show that inovio has excellent safety and immunogenicity, balanced humoral and cellular immune response.

In addition, DNA vaccine also has industrial advantages in stability and production capacity.

On January 4 this year, inovi in the United States O company and Adi Weixin reached a further cooperation and licensing agreement on ino-4800.

According to the agreement, ADI Weixin authorized inovio to use the large-scale production and preparation technology and patent of DNA vaccine for its global production of novel coronavirus DNA vaccine and other candidate vaccine products, and granted inovio pharmaceutical the right to sublicense to other overseas cdmo and other production partners for quantity Produce a novel coronavirus DNA vaccine.

At present, the vaccine has launched a global multicenter phase III clinical study.

The novel coronavirus vaccine scb-2019scb-2019 of clover recombinant protein is a trimer tag for biological application of clover © (protein trimerization) technology platform developed scb-2019 antigen (a stable trimeric structure fusion protein based on sars-cov-2 virus S protein) The recombinant protein novel coronavirus vaccine with cpg1018 adjuvant and aluminum hydroxide adjuvant was added.

The global critical phase II / III clinical trial spectra of scb-2019 completed the enrollment of middle-aged and elderly subjects as planned on July 6.

It is expected to release the vaccine effectiveness data in the third quarter of 2021 and submit conditional approval applications to EMA, nmpa and who.

Today, on June 30, GAVI   China has already signed a 414 million dose of recombinant protein candidate vaccine supply agreement with clover bio.

The New Coronavirus recombinant protein vaccine V-01V-01 has been launched since July 2020.

It is a new protein recombinant vaccine developed by Li Zhu mzhu and the Institute of Biophysics, Chinese Academy of Sciences.

LMC monoclonal antibody has recently been sent to Philippines FDA The phase III clinical trial application submitted has been approved, and the first subject was successfully enrolled in the Philippines on August 25, 2021.

At present, lizumab has submitted phase III clinical trial applications to more than 10 countries around the world.

Tengshengbo drug neutralizing antibodies brii-196 / brii-198brii-196 and brii-198 are non competitive sars-cov-2 monoclonal neutralizing antibodies obtained from convalescent covid-19 patients In particular, genetic engineering techniques have been applied to reduce the risk of antibody mediated dependent enhancement and prolong the plasma half-life for more lasting therapeutic effects.

Their non overlapping epitope binding regions provide high neutralizing activity against sars-cov-2.

Preliminary in vitro evidence shows that they are effective against virus variants originally found in the United Kingdom, South Africa, Brazil and India It has sustained antiviral activity.

The phase II trial of brii-196 / brii-198 combination therapy in China is in progress, led by academician Zhong Nanshan.

On August 5, tengshengbo announced that the phase III activ-2 study of brii-196 / brii-198 combination therapy has completed the enrollment of 846 subjects in research centers in the United States, Brazil, South Africa, Mexico and Argentina..