Li Haode: Can WuXi Junuo break through the blockade of foreign raw materials when the first domestically-developed CAR-T is successfully approved? _ Oriental Fortune Network

On September 3, WuXi Giant Nuo (02126) CAR-T product Reggio Lense injection was approved for marketing in China, ranking second in China and sixth in the world to be approved CAR-T products. Compared with the traditional treatment plan, CAR-T therapy has a shorter treatment time, shortening the 8-month treatment time of traditional therapy to two weeks. CAR-T therapy is a “radical” therapy through transplantation of T cells, which can treat patients with relapsed or refractory tumors and middle-aged and elderly patients that are difficult to achieve by traditional therapies. Reggio Lense injection has excellent clinical performance in CAR-T products: In the phase II trial for diffuse large B-cell lymphoma, the objective response rate and complete remission rate of Reggio Lense injection reached 73% and 73% respectively. 53%, exceeding the average level of competing products.

At present, the commercialization of WuXi Junuo has begun. According to the management, a team of 100 people has been formed to start sales in 50-100 hospitals. Since there are basically no competitors in the market, commercialization is currently proceeding smoothly. At the same time, because the product price is much higher than that of the conventional medical insurance catalogue drugs, it is basically impossible to be affected by the volume purchase policy in the future.

The biggest problem facing WuXi Giant Nuo is that the price is too high and the target market is too small. The reason for the high prices is that a large number of key raw materials come from abroad. WuXi Giant Nuo also has a corresponding cost reduction plan. Short-term reduction of waste in the production process. In the mid-term, cost savings through self-produced plasmids and viral vectors. The long-term strategy is to innovate in the process of producing CAR-T cells and change the raw materials.The author thinks this is feasible, because there are also domestic plasmid virus vectors, such asJiankai TechnologyWhen the plasmid leader emerges, WuXi Juno will be able to break through the foreign raw material blockade, whether through self-research or cooperation.

(Source: Phoenix.com Hong Kong stocks)

Article source: Phoenix.com Hong Kong stocks

Editor in charge: DF552

Original title: Li Haode: Can WuXi Junuo, the first domestically-developed CAR-T successfully approved, break through the foreign raw material blockade?