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Chinese Language Podcast: 创新药美国获批, AI新药研发, 三季度业绩和中美峰会

Regulatory Trends, AI Drug Discovery, US-China Dialog

Executive Summary

Topics in this latest Chinese-language podcast include the US approval of Chinese innovative drugs including Junshi’s anti-PD-1 antibody toripalimab, Sanofi’s deal with BioMap for AI-powered drug discovery, Chinese companies' third-quarter results and the Biden-Xi summit on the sidelines of APEC and its implications for bilateral regulatory dialog.

The US Food and Drug Administration recently granted approvals to several novel drugs originating from China, including toripalimab from Shanghai Junshi Biosciences Co., Ltd., which has become the first "Made in China" immuno-oncology drug to gain US approval.  (Also see "Riding US Approval, Junshi, Coherus Swing For PD-1 Combo Therapy Partnerships" - Scrip, 3 Nov, 2023.)

Scrip editors Brian Yang and Dexter Yan discuss the significance of these and other recent developments in this new Chinese-language podcast. 

Artificial intelligence-aided drug discovery has seen much discussion but scant concrete deals so far. But Sanofi has signed a collaboration with Baidu-backed BioMap to use large language models, machine learning and a database comprising billions of proteins to aid hit discovery and lead optimization.

Sanofi, in what it says is a bid to become an "AI-powered" big pharma, is planning to also plug in its own data to the models, although the process will require patience and tweaks along the way, BioMap told Scrip in a recent interview. (Also see "Sanofi AI Drug Discovery Deal Bolsters Baidu-Backed Startup BioMap" - Scrip, 9 Nov, 2023.)

Amid China’s massive year-long anti-corruption campaign, how are domestic innovative drug makers doing in terms of key product sales? BeiGene, Ltd., Junshi and Innovent Biologics, Inc. all reported third-quarter results, including sales of PD-1 drugs, which provided some indications.

The results were mixed - while BeiGene and Junshi reported a negative impact, Innovent saw its PD-1 franchise continue to deliver.

Finally, Chinese President Xi Jinping and US President Joe Biden met in person for the first time in a year on the sidelines of the recent Asia Pacific Economic Cooperation (APEC) forum in San Francisco. Brian and Dexter discuss the current status of regulatory dialog between the countries. (Also see "China-US Health Regulatory Dialogue In Crosshairs Amid Biden-Xi Summit" - Pink Sheet, 15 Nov, 2023.)

China has also applied for membership of the PIC/S pharmaceutical quality forum and what can the US FDA do to further stalled bilateral collaboration?

最近一些中国药企研发的创新药获得美国FDA的批准,将在美国上市。这些产品的成功有何特点?

 

赛诺菲和百图生物最近达成人工智能辅助新药研发的合作,赛诺菲主要的目标是什么?百图生物在AI大语言模型方面有哪些特点?

为什么大药企对于人工智能仍然不是十分热衷和看好?

 

第三季度主要中国药企财务表现有哪些新的趋势?根据公开的财务报表,从7月开始的全国医药领域腐败问题集中整治工作对这些公司的营收带来了哪些影响?

 

最新举行的中美领袖峰会,对于中美健康监管领域合作有哪些潜在利好?中国药监局申请加入PIC/S对于双方合作有哪些可能的影响?

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