A range of new domestic corona vaccines hastily approved for “booster shots” This change is happening in the marketFlying into the homes of ordinary people
“Kechuangban Daily” on December 5 (Reporter Jin Xiaomo) News that domestically produced new crown vaccines are intensively approved for marketing.
Following Shenzhou cells, on the evening of the 4th, Clover Bio-B (0297.HK) announced that the new crown vaccine (SCB-2019) (CpG 1018 / aluminum adjuvant)) (hereinafter referred to as: SCB-2019 ) was approved for inclusion in China Emergency Use.
On the 5th, a reporter from the “Kechuangban Daily” learned that the recombinant new coronavirus protein vaccine (Sf9 cells) developed by the West China Hospital of Sichuan University, Weixin, has also been approved for emergency use. On the same day, Wantai Biological announced that a new nasal influenza virus carrier coronary pneumonia vaccine was included in emergency use.
So far, more than ten new corona vaccine manufacturers have been approved for listing/emergency use in the Chinese market. At the same time, according to a previous investigation by a reporter from the “Kechuangban Daily”, as vaccination coverage gradually becomes saturated, the remaining market space for the new crown vaccine is also shrinking. The booster shot, and whether the second booster shot can be released (that is, the fourth shot of the vaccine) has become key to the valuation of the new crown vaccine.
▌The new crown vaccine for clover can be used for prevention at home
Judging from the data disclosed by Clover Bio, the biggest feature of SCB-2019 new crown vaccine compared to other vaccines is that it can significantly reduce family transmission of new crown, which can be used for family prevention.
In August, data from the SPECTRA phase II/III global clinical trial released by Clover Bio showed that compared to placebo subjects, those who received the SCB-2019 COVID-19 vaccine were 84% less likely to infect their cohabitants with the new crown. It is expected to “help control the spread of new crowns in the community”.
When used as a booster, SCB-2019 can induce 5-6 times higher levels of neutralizing antibodies (against the BA.5 variant subtype of Omicron and other variants of the Omicron Subtype).
▌Shanghai Pharmaceuticals has entered the game quietly
The other vaccine approved this time is the recombinant novel coronavirus protein vaccine (Sf9 cells) Wakexin developed by West China Hospital at Sichuan University.
This is the first recombinant protein new coronavirus protein vaccine produced by an insect cell technology platform approved for emergency use in China, and it is also the first new corona vaccine approved for emergency use led by a university in my country. Vaccine industrialization will be promoted by Chengdu Vesco Biological Co., Ltd.
According to public information, in November 2020, Chengdu Wesker Company completed the financing round A, in which West China Hospital and the team of scientists contributed with scientific and technological achievements, and Sichuan Development Emerging Industry Investment Co, Ltd and Shanghai Pharmaceuticals as investors co-leading, etc. Capital increase, investing nearly 300 million yuan in production line construction and clinical research.
According to Tianyancha, Shanghai Pharmaceuticals holds about 6.58% of Chengdu Wesker.
▌ “Needle-strengthening” market competition is heating up
So far, many listed companies including CanSino, Livzon Group, Emmy Vaccine, etc. have entered the new crown vaccine market More than ten types of new crown vaccines have been approved / emergency use in China, and the competition is fierce. Therefore, various companies have begun to compete for “added value” in addition to the effectiveness and safety of vaccines.
For example, CanSino has developed an “inhalable vaccine”; and Clover Bio claims that it can be applied to prevent family.
In addition, various vaccine manufacturers are still competing for their ability to go overseas. In this regard, a reporter from the “Kechuangban Daily” noticed that Clover Bio is also ahead.
In September 2022, Clover Bio and Gavi, the Global Alliance for Vaccines and Immunization, reviewed the pre-purchase agreement, The latter is expected to become one of the “bridges” for the export of Clover’s new crown vaccine Bio. provide.
According to the company’s announcement in October, the CDMO company cooperating with Clover Biotech has obtained EU GMP certification, and can supply directly to the EU market after obtaining EU marketing authorization.
“The technology transfer activities related to the production of the new corona vaccine at the CDMO production center have been completed in the third quarter of 2022, and registration applications are expected to be submitted to the European Medicines Agency and the World Health Organization in the fourth. quarter of 2022.” Clover Bio said.
It is worth noting that Clover Bio is continuously in the development of the new crown vaccine. In order to fully promote the research and development of the new crown vaccine, in June this year, cash-flow-strapped Clover Bio announced that it intended to suspend investment in three non-new crown pipelines under research, and plans to borrow 300 million US dollars for the future after the launch of the new crown vaccine. (For details, please refer to the previous report of “Kechuangban Daily”: Clover Biology: Once favored by Hillhouse because of the new crown pipeline, but now it is forced to shrink strategically and is in a dilemma )
As the competition in the “strengthening needles” market becomes fierce, will Clover Bio’s desperate move bring the expected benefits to the company? The Daily Science and Technology Innovation Board will continue to provide coverage.
Editor: Ni Yanhong
