北恒、驯鹿、纽福斯10多家GCT公司强势登榜,2022中国医药创新种子企业100强榜单发布!

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关键词: 医药榜单
资讯来源:E药经理人
发布时间: 2022-09-17

源头创新、前沿创新必须经历从无到有的过程。“中国医药创新种子企业100强”(下称“种子100强”)作为代表中国医药创新潜力的第一阵营,是中国医药产业转型升级,打造产业竞争力的重要后备力量,为产业挖掘创新潜力的同时,也给种子企业们提供了向阳生长的范本。


继重磅推出“2022年中国医药创新企业100强”(下称“创新100强”)榜单后,E药经理人再度重磅推出“种子100强”榜单, 以更全面真实地反映中国医药创新的现状和未来。这也是E药经理人第二次发布该榜单。
“种子100强”延续了“创新100强”的基本研究框架,是以创新根基、创新过程、创新成果为主要评价体系, 基于科睿唯安Derwent™专利数据及Cortellis™竞争情报和临床试验数据,通过对授权专利数量和专利施引总量、在研临床试验数量、获批与上市新药数量指标进行数据化处理,从5000多家中国药企中遴选而来。
它们的共同特点是: 大多成立时间不长,以Biotech公司为主,拥有独特的创新产品(技术),尚未登陆公开资本市场,不为大众所熟知,但俨然已经成为中国医药创新强大的后备军。

相比于“创新100强”,“种子100强”企业之间的竞争更加激烈,无论是从入榜的企业还是从企业的排名来看,都发生了不小的变化。比如第一届“种子100强”榜单中济民可信、索元生物、思路迪等10家Biotech因竞争力提升而冲进了“创新100强”榜单;迪哲医药、三叶草等Biotech则在这一年内完成了IPO上市。
一面是种子企业们的进阶,另一面是更多的新锐Biotech冲进“种子100强”。 比如小核酸领域的瑞博生物、mRNA领域的艾博生物、眼科基因疗法领域的纽福斯生物等各赛道的先锋企业强势登榜,他们中不乏一些已经或计划冲击IPO的Biotech。总体来看,今年新入榜的数十家企业在授权专利、专利施引、临床试验等各方面都有着不可小觑的潜力。
从整个“种子100强”榜单来看,上榜企业呈现了几个特点:
一是大多数Biotech聚焦于相对创新、相对热门的赛道, 比如细胞基因疗法领域有北恒生物、邦耀生物、艺妙神州、驯鹿生物、纽福斯生物等10多家Biotech;核酸疗法(瑞博生物、艾博生物、斯微生物等)、双特异性抗体(宜明昂科、科望生物等)、ADC(礼新医药等)、溶瘤病毒(亦诺微等)、AI制药(未知君生物等)多赛道开花。
二是从阶段上来说,“种子100强”企业大多都是各赛道成立不久的新星,大部分管线都处于早期研发阶段,经过概念验证的较少,但这些企业所研究的细分技术方向都相对前沿,因而需要资本的支持。比如北恒生物布局一代和二代通用型CAR-T疗法,团队师从宾夕法尼亚大学Carl June教授——基于CRISPR技术高效通用型CART技术核心发明人。尽管成立时间于2017年之后,但北恒生物建立、优化了通用型CART的工艺流程,技术领先同行,在该领域有绝对优势,目前管线中的大多数项目都未到IND阶段。
2021年下半年以来,创新药资本市场泡沫被刺破,Biotech们陷入融资困难的境地,对于没有临床项目的Biotech们更加艰难。但源头创新、前沿创新必须经历从无到有的过程,这一过程需要产业资本、机构资本各方面的扶持。
“种子100强”企业作为代表中国医药创新潜力的第一阵营,是中国医药产业转型升级,打造产业竞争力的重要后备力量,为产业挖掘创新潜力的同时给种子企业们提供广泛的渠道。

2022年11月2日~4日由中国医药企业管理协会、中国医药生物技术协会、中国农工民主党中央委员会办公厅主办、杭州市投资促进局主办的2022中国医药企业家科学家投资家大会(简称“启思会”)将在杭州举行。会上将隆重发布“2022中国医药创新种子企业100强榜单,并对入榜企业进行颁奖。

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href="https://mp.weixin.qq.com/s?__biz=MjM5NzY2MDQwMg==&amp;mid=2650236616&amp;idx=1&amp;sn=96e1f89e320a23170ffcf80ce144db05&amp;scene=21#wechat_redirect" style="font-size: 16px;"><span style="font-size: 16px;">后浪涌现,“15后”药企雄踞TOP20,占比四分之三,GCT疗法占得主流,“种子100”榜单首次公开</span></a></section><p style="margin: 8px 16px 24px;"><a data-linktype="2" href="https://mp.weixin.qq.com/s?__biz=MjM5NzY2MDQwMg==&amp;mid=2650284187&amp;idx=1&amp;sn=25e9333c0a1152e98eae2f4314304dbf&amp;scene=21#wechat_redirect" style="font-size: 16px;"><span style="font-size: 16px;">【重磅】2022中国医药创新企业100强榜单发布!</span></a></p><section data-mpa-template="t" mpa-from-tpl="t"><section arial="" auto="" data-mpa-template="t" gb="" helvetica="" justify="" mp-original-font-size="17" mp-original-line-height="27.200000762939453" mpa-from-tpl="t" neue="" none="" normal="" sans="" sans-serif="" sc="" style="margin: 0px;padding: 0px;outline: 0px;max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;caret-color: 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data-w="20" style="display: block;"/></section></section><section data-mid="" mpa-from-tpl="t" style="background: rgb(221, 238, 255);border-radius: 5px;width: 100%;"><section data-mid="" mpa-from-tpl="t" style="background: rgb(255, 255, 255);border-radius: 5px;border-width: 2px;border-style: solid;border-color: rgb(96, 171, 244);transform: translate(-4px, -4px);width: 100%;padding: 18px 14px 14px;"><section mpa-from-tpl="t" pingfang="" rgb="" sc="" style="font-size: 14px;font-family: PingFangSC-Regular, "><a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=1329546637190053889#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="集采">集采</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2524111628532072450#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" 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textvalue="信达生物">信达</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544590181916622849#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="君实生物">君实</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544585872470589442#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="翰森药业">翰森</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544582078437408769#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="和黄医药">和黄医药</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544579510114074625#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="齐鲁制药">齐鲁</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544576482548006914#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="上海医药">上海医药</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544547194276823041#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="复宏汉霖 ">复宏汉霖 </a>| <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544513391323922433#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="康方生物">康方生物</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544508021641723904#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="贝达药业">贝达</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544505607786217475#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="荣昌生物">荣昌</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544502514336022528#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="科兴生物">科兴生物</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544500276960051203#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="泽璟制药 ">泽璟制药 </a>| <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544480073601662976#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="复星医药">复星医药</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544476682708205570#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="海思科">海思科</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544475063186767873#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="再鼎医药">再鼎</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544472077194641411#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="基石药业">基石</a></section><section mpa-from-tpl="t" pingfang="" rgb="" sc="" style="font-size: 14px;font-family: PingFangSC-Regular, "><a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544468948059308032#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="跨国药企50强榜单">跨国药企50强榜单</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2525499353856360448#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="辉瑞">辉瑞</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544337377843101696#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="艾伯维">艾伯维</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544458395727314945#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="诺华">诺华</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544322445047119872#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="强生">强生</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544281114442612738#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="罗氏">罗氏</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544274388439941121&amp;token=1651664226&amp;lang=zh_CN#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="BMS">BMS</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544225056730791939#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="默克">默克</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544209589681143815#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="赛诺菲 ">赛诺菲 </a>| <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544204085294678017&amp;token=1651664226&amp;lang=zh_CN#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="AZ">AZ</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544198939940634625#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="GSK">GSK</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2544191503892627460#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="武田">武田</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2538504788850917376#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="吉利德科学 ">吉利德科学 </a>| <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537251633039294466#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="礼来">礼来</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537245766214631425#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="安进">安进</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537081876386299905#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="诺和诺德">诺和诺德</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537079207651328001#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="拜耳">拜耳</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537075698780487681#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="莫德纳">莫德纳</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537074591702335490&amp;token=1651664226&amp;lang=zh_CN#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="BI">BI</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537068696020860930#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="晖致">晖致</a> | <a data-linktype="2" href="https://mp.weixin.qq.com/mp/appmsgalbum?__biz=MjM5NzY2MDQwMg==&amp;action=getalbum&amp;album_id=2537043663475064837#wechat_redirect" imgdata="null" imgurl="" linktype="text" tab="innerlink" target="_blank" textvalue="再生元">再生元</a><span arial="" center="" gb="" helvetica="" neue="" rgb="" sans="" sans-serif="" sc="" style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, " ui="" yahei=""/></section></section></section></section></section></section></section></div>