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1、1,Biopharmaceutical Industry,Mar.2009 OCI,In china and world wide,Briefs:,Biopharmaceutical enjoy a high growth rate world widely Biotech is essential for drug innovationChina has established favorable environment for biopharma firms With a solid and rapid progress Chinas biofirms have prepared for
2、making blockbusters,2,Index,Global biopharmaceutical status:Market capacity and growthInnovations,development cycleM&A dealsChina biopharmaceutical conditions:StructureMarket capacity and growthDriving forces&environmentAdvancement Weakness and opportunitiesAppendix,3,Biotech growth is much higher t
3、han traditional pharmaceuticals,Revenue:billion USD,%GROWTH,Global Biotech Sales and Growth(US$),Source:IMS Health,MIDAS,MAT Dec 2007,Global Biotech Market Reached$75Bn in 2007,4,Number of NMEs*first launched worldwide 1990-2006,Source:CMR international,NMEs Total,Biological NME is Crucial for Drug
4、Innovations,*new molecular entities(NMEs),5,Biotechnology approach,Target discoveryand early validation,Lead discovery,Lead optimization,Transition todevelopment,Development,=3-5 years in discovery,3 yearsin development,Pharmacology,Biology,Chemistry,Traditional approach,Development,Target discovery
5、,Target validation,Lead discovery,Lead optimization,Transition todevelopment,12 years,13 years,0.51 year,24 years,12 years,=612 years in discovery,3-4 years indevelopment,Biopharmaceutical,Traditional pharmaceutical,Biotechnology Reduces Drug Discovery Circle Time,6,Biotechnology Medicines Trends In
6、 Development(USA)*,*Some medicine are listed in more than one category,By Therapeutic Category*,By Product Category*,Total 633 biopharmaceuticals under clinical trail or wait for FDA approval in year 2008,Sources:PhRMA 2009,7,Biotech Dominates 2008 Pharma M&A Deal making,Total 150 Deals Announced wo
7、rth USD 93.7 Billion world wide in 2008,8,Biopharmaceutical Industry in China,9,Chinas Pharmaceutical Industry,Source:Datamonitor,(%share,by value),Share of biopharmaceutical in Asia Pacific 2007,10,China Biopharma Market Value 2003-2007,Source:Datamonitor,Revenue:million USD,CAGR:18.2%,The market o
8、f Chinas biopharmaceutical industry is gradually expanding duo to Chinas rapid economic growth,peoples higher income,increasing understanding and demand of biopharmaceutical.,Growth%,11,China Biotech Industry in 2008,12,China Biopharma Market Value Forecast:2007-2012,CAGR:24.7%,anticipated CAGR of 2
9、4.7%for the five-year period 2007-2012,Source:Datamonitor,Revenue:million USD,Growth%,13,Driving forces for Chinese biopharma industry,Big and profitable marketMore than 400 biogeneric manufacturersOver 300 biopharmaceutical innovation firmsChinese biotherapeutics enjoy a growth rate of 30%with high
10、 marginExported$478 million per year at a growth rate of 54%Government encourages biologic innovator productsBiopharmaceutics has been included in Priority list for National Economic DevelopmentChinas“863”and other program funding promising R&D projectsBuild biological high-tech parkIP rights protec
11、tion has been strengthenedCapital infusionThe industry is witnessing a surge of mergers,acquisitions and partnerships between domestic and multinational big pharmas and small biopharmas.,14,Advancement of Chinese biotech firms,The earliest traditional Vaccine provider(CNBG)1919In 1989 China marketed
12、 its first genetically engineered drug:recombinant human interferon alpha 1bThe first to complete clinical trail for a vaccine for SARs and avain flu.Commercialized the first gene therapy product:rh-Adeno P53 in 2004Has developed 30 biotech drugs,more than 150 biopharmaceuticals in pipeline include
13、35 innovative products at clinical trail stageLaunched the worlds first rh-Endosatin(Endu)for treatment of non-small-cell lung cancerOver 40 new“Class 1”biopharmaceuticals are expected to complete clinical trails,Traditional vaccine&blood products:Follow-on genericsR&D oriented:Domestic Blockbuster:
14、International,Blockbusters?,15,16,Sample of innovative products in China Biofirms Pipeline,17,Size:Financing:R&D:Production:Management and,Weakness of Chinese biotfirms,Chinese biotech firms need to overcome many weaknesses:,In general,Chinese biotech firms are smallMost companies dont have sufficie
15、nt funds to foster intensive R&D and facility upgrades90%of these firms focus on the development and production of follow-on biologicsSo far,no Chinese biopharma has managed to obtain Western GMP certifications or WHO prequalificationMany companies do not have managers with international managerial
16、or marketing experience.,Marketing:,18,China biofirms Collaborations and Partnerships,2008年有限公司与赛富亚洲投资基金等共同向翰宇首期投入深圳翰宇药业1500 万美元从事多肽药物的研究与开发深圳翰宇正与Teva、Hospira、Apotex、Biocon、Chemo、DKSH 等知名药企展开合作,2006年南京先声出资2亿购买天津麦德津80%的股权拥有了抗肿瘤I类生物药“恩度”的专利权“恩度”2006年上市，07年销售额超过2个亿，08年估计6个亿,（”恩度”2005年拿到生产许可证，南京先声购买天津麦德
17、津是在2006年接触到谈判仅用了半年多，竞标企业估计50多个，包括淡马锡）,2007年绿叶制药9940万元收购维信北京大学生物科技公司43%股权,2008年GSK出资3133万美元与海王英特龙成立合资公司从事创新疫苗的开发,19,Appendix：,Major biogenerics in China(Table A B)Top ten biofirms Top ten biotherapeutic areasTop ten bio-medicinesSample of newly approved innovative bio-medicine in year 2007,20,Table A.Major biogenerics in China,Table B.Major biogenerics in China,21,http:/,22,http:/,23,http:/,24,2007年全球批准的新生物技术类药品,资料来源：FDA官方网站，上海医药杂志,
