隨著歐美醫(yī)藥市場的飽和,,越來越多的生物醫(yī)藥巨頭開始把目光投向了以中國為代表的新興市場。諾華,、輝瑞等生物醫(yī)藥巨頭早已經(jīng)在中國做出自己的布局,。中國有句老話--強龍不壓地頭蛇。要迅速進入這個龐大的市場,,最好的方法莫過于和中國本土生物醫(yī)藥公司展開合作,,這也是制藥巨頭阿斯利康公司的策略。
最近,,藥明康德公司和阿斯利康旗下Medlmmune公司公布了雙方共同開發(fā)的治療風(fēng)濕性關(guān)節(jié)炎IL-7單抗藥物MEDI5117在中國上市申請的時間表,。MEDI5117是阿斯利康公司專門為中國市場設(shè)計的IL-7單抗藥物。藥明康德公司和Medlmmune公司雙方對這一藥物享有同等權(quán)利,,不過,,中國CFDA批準MEDI5117上市后,Medlmmune會享有優(yōu)先收購藥明康德手中股份的權(quán)利,。目前雙方已經(jīng)于去年十二月向CFDA提交這一藥物的上市申請,,預(yù)計CFDA將于今年年底做出最終決定。
作為目前國內(nèi)最大的CRO企業(yè)之一,,藥明康德也希望抓住這次難得的機遇,,擴大公司在海內(nèi)外的影響力。近年來,,藥明康德公司逐漸不再滿足于單一的CRO業(yè)務(wù),,而是選擇在中國醫(yī)藥市場上深耕細作。立足于廣闊的中國市場,,藥明康德希望將自己打造為所有跨國醫(yī)藥公司進入中國市場的首選合作伙伴,!此次與阿斯利康公司的合作無疑也使藥明康德距實現(xiàn)這一愿望又近一步。
與此同時,,藥明康德公司2015年的營收預(yù)計將在7億9千萬美元-8億美元之間,,比2014年增長了18%。而為了完成這一目標,,藥明康德公司計劃今年花費兩億美元用于資本運作,,規(guī)模是去年的兩倍,這其中就包括擴大公司的藥物生產(chǎn)設(shè)施和擴大公司的基因組學(xué)業(yè)務(wù),。
詳細英文報道:
Partners WuXi PharmaTech ($WX) and AstraZeneca's ($AZN) MedImmune are on schedule with a rheumatoid arthritis-treating antibody designed for the Chinese market, as the country's regulators have accepted their application.
The injection, MEDI5117, is an interleukin-7 antibody designed to tamp down the inflammation at the heart of autoimmune diseases like arthritis. The pair are developing the drug through a joint venture launched in 2012, maintaining equal ownership until the drug reaches the market, at which point AZ would have the option to buy out its partner. The JV submitted MEDI5117 to the Chinese FDA in December, and, with the application's acceptance, WuXi and MedImmune expect to get a final decision this year.
AstraZeneca cut the cord on an osteoarthritic pain program for MEDI5117 last year but preserved the antibody's Chinese ambitions, relying on WuXi to handle development and manufacturing.
MEDI5117 presents a significant bit of potential revenue for the fast-growing CRO, which has augmented its traditional offerings with a few risk-sharing drug development deals. WuXi's long-stated goal is to become the go-to partner for any drugmaker looking to break into the Chinese market, and its relationship with AstraZeneca could light the way for more collaborations, CEO Ge Li said.
"This initiative showcases WuXi's capabilities as a gateway for developing novel biologics in China," Li said in a statement.
Meanwhile, the CRO is forecasting 2015 revenue between $790 million and $800 million, good for 18% annual growth at midpoint. To get there, WuXi is planning to spend up to $200 million on capital projects, nearly double last year's budget, building new manufacturing outposts in China and expanding the company's genomics heft with new lab capacity.