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Chinese-Language Podcast: 聊聊七月生物制药热门话题

Hot Topic Chat

Executive Summary

Join our China-based content team for this latest Chinese-language podcast episode discussing selected hot topics impacting the biopharma industry in China, including a homegrown COVID-19 antiviral approval, ADC deals and cross-strait tensions and their impact on the biotech sector. 

Brian Yang and Dexter Yan discuss recent hot topics in China's biopharma industry in the latest episode of this new podcast series (Chinese-language description and story links below).

On 25 July, China approved the first domestically-originated oral antiviral for COVID-19, azvudine, developed by Henan Genuine Biotech. The approval marked the first homegrown competitor to Pfizer Inc.’s Paxlovid (nirmatrelvir plus ritonavir). What do the clinical study results so far say about the drug, re-purposed from its use in HIV and which gained Chinese approval merely a year ago, and what does the approval mean for other domestic COVID drug developers?

Also in July, two Chinese biologics companies signed deals to license their antibody-drug conjugates to Merck & Co., Inc. and Elevation Oncology, Inc. What's behind the rise of Sichuan Kelun Pharmaceutical Co Ltd. and CSPC Pharmaceutical Group Limited, which have come seemingly out of nowhere to sign major deals with foreign partners?

Meanwhile, geopolitical tensions in Asia have escalated sharply following US House Speaker Nancy Pelosi’s recent visit to Taiwan, sparking concerns about the possible impact on cross-strait collaborations in the health and pharma sector. What are some of the past collaboration agreements and where are current events potentially leading to in the near future?

If you have any suggestions, ideas or comments for topics for this podcast, please contact the authors via the addresses in the byline box above.



首当其冲的就是新冠口服新药的国内药企首个批准。河南真实生物的阿兹武丁获得药监部门的批准 。

这个新药去年夏天刚刚获得了治疗艾滋病病毒感染的治疗,如今的新冠治疗获批,也是在提交申请后两周就获批 (Also see "China Clears HIV Oral Antiviral For COVID, Vows More Drug Approvals" - Pink Sheet, 26 Jul, 2022.)。最新公开的临床试验结果对于本土研发的新药意味着什么?与辉瑞的Paxlovid相比,真实生物已经在俄罗斯,中国和巴西进行三期临床试验 (Also see "Mixed Results For China’s First Home-Grown COVID Antiviral" - Scrip, 8 Aug, 2022.),目前的结果表明了哪些迹象?

此外,7月流火,生物制药也火了ADC。 药物抗体偶联。两家中国药企石药和科伦药业与美国的药企Elevation和默沙东达成了license out的合作。中国抗体研发的创新实力可见一斑 (Also see "Chinese Biotechs Partner Up 18.2-Targeting ADCs Amid Intense Domestic Competition" - Scrip, 28 Jul, 2022.)。


最后,海峡两岸局势骤然紧张,健康产业的合作,在2010年就已经签订,近年来随着临床试验的蓬勃开展,许多药企和研发合同组织CRO公司在台湾开展业务 (Also see "China-US Tensions Rise Sharply On Pelosi Visit, Will Biotech Get Burned?" - Scrip, 3 Aug, 2022.),目前的紧张局势对于药企和健康产业有哪些影响,未来会是怎样?



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