中国生物制药行业分析报告

TEL[phone]FAX010685583702001420022----TEL[phone]FAX[phone]I..........................................2..............................2..............................8II............................................11...............................11.......................12...........................12.....................12.......................................12III.................................13.............................................13.......................13.................................14IV...........................15...............................................15...........................................15.......................................15.......................................15.......................................16V...................................16...............................................16.....................................16...............................................16.......17VI..............................17.........................17.............................18...................................19----TEL[phone]FAX[phone]I19723015proteinsantibodiesnucleicacidsglucotherapeuticscellortissuebasedtherapeutics1999302790%cytokineshormonesclottingfactorstissueplasminogenactivators[antigens(vaccines)](growthfactors)interfereonscolonystimulatingfactorsAmgenepogen(epogen,epoetinalfa,erythopoietinEPO)1989FDA1991HIVzidovudineEpogen199917.6199813.827OrthoBiotechProcrit1999EpogenAmgenEPOOrthoBiotechProcritHIV19924.7199813.6EPO1988----TEL[phone]FAX[phone]AmgenGeneticsInstitute14001995AmgenOrthoBiotechOrthoProcrit20004AmgenUS5,955,422AmgenEpogen-(novelerythopoesis-stimulatingproteinNESP)NESP1-3199912Amgen(FDA)(EMEA)IIAmgen--G-CSF(Neupogenfilgrastim)19912FDA1996HIVAmgenSD/011999III(HBV)(HCV)HBVHCVSchering-PloughIntronA(--2b)ICNPharmaceuticalsHBVHCV19996.5Schering-PloughRebetron[RebetolribavirenIntronA]199861999519995.3IntronAPeg-IntronHCV-Schering-PloughBetaferon--1aBerlexLaboratorisBetaseron1993FDA/MS1995BiogenAvonex--1a19961997FDA/SeronoRebif(--1a)----TEL[phone]FAX[phone]insulinHGHfollicle-stimulatinghormoneHumulin1982FDAGenentechEliLilly199910Lilly80%NovoNordiskNovolinNovoRapidVelosulin65%PharmaciaGenotopin198719953.8819994.61EliLillyHumatrope1996somatotropin199719993.00Genentech:Protropin(somatren),Nutropin(somatropin)NutropinAQsomatropin2NovoNordiskNorditropin198819992.321995FDAGenentech1997BioTechnologyGeneralCorporationBioTropin1995GenentechSeronoSaizen1996FDA19999100GenentechHGH19994Genentech5000HGHGenentechCalifornia1999112rFSHSeronoGonal-F(follitropin-)1995199819993.487199843%SeronoFSH[Metrodin(R)-HP]41%1.9871.40320006Gonal-FFDAgonatropin200010SeronoOvidrelFDA2001DNAhCG----TEL[phone]FAX[phone]TPAGenentechActivase(alteplase)1987FDAAMI199019963ActivaseIVIIIGenentechTPATNKase(tenectaplase)20005FDA5MAbs19982607008FDAReoPro(abciximab)Centocor199519994.4710CentocorRemicade(infliximab)Crohn19991.46199911FDAmethotrexate6.00GenentechHerceptin(trastuzumab)IDECRituxan(rituximab)Herceptin1998FDA19991.8847.5-10Rituxan1997FDAB-19992.794200050%780038%1.03Synagis(palivizumab)MedImmune1998619999FDAEMEA----TEL[phone]FAX[phone](RSV)19992.9320003.48Johnson&JohnsonOrthocloneOKT3,LigandPharmaceuticalsSimulectRocheZenapax19991NovoNordiskNovoMix30Aldurazyme-L-iduronidaseBioMarinGenzyme(mucopolysaccaridosis-I)CelltechGroupConneticsConXn(rh-relaxin)IIIIIIII/IIIIIantithrombinIIIGenzymeIII(heparin)III200131NCEs720012001Actelion2001bosentan,tracleerSciosBNesiritide(Natrecor)102001LyllyXigris(drotrecogin)----TEL[phone]FAX[phone]FDAC20%Amgen2001Immunexanakinra(kineret)-1darbepotin(aranesp)AmgenAranesp2001Schering-PloughPEG-IntronPEG-IntronPEG-2bPEGSchering-PloughRochePEG-2apeginterferon-2a,Pegasys2002Berlex/IlexCampath(alemtuzumab)BTCD52BProthericDigiFab(digoxinimmunefab)GlaxoSmithKlineTwinrix(hepatitisA+hepatitisBvaccine)2002AbbottD2E7(adalimumab)GenentechXanelim(efalizumab)AmgenAranespKineret2002GSKCorixaBexxar(tositumomab)131ICD20BCD20BBIIIIdecZivalin(ibritumomabtiuxetan)CD20-90----TEL[phone]FAX[phone]GenzymeFabrazyme-Fabry-FabrazymeTKAReplagalFabry-AagalsidasealfaEllyLilly1982199920%41010020020003695004611%618%LahmanbratherCommerzbankLahmanbratherAmgen,Genentech,ImcloneGileadSciencesMedarexAbgenixCATCommerzbank20019----TEL[phone]FAX0106855837020012001Amgen160ImmunexAmgen730Genentex280AmgenAstraZeneca784Pharmacia552Schering-Plough550Aventis531AmgenImmunexEnbrel(etancercept)EnbrelImmunex1999Enbrel2001Enbrel7.582005Enbrel30ImmunexAmgenGenentech200122200027%36%17.43rituximab(rituxan)84%8.19trastuzumab(herceptin)3.4726%20055IND4BLA4620032002CAT5500DrugRoyalty(DRC)CAT1990CAT6----TEL[phone]FAX[phone]adalimumab(D2E7)AbbottIII-MerlinBiociencesChistopherEvans200065%(NDA)2001121007OrphanDrugs201982200056%1983OrphanDrugAct7600020090019931999GenezymeIcerezyme19995Amgen----TEL[phone]FAX[phone]vitravene.II10080181996(TPO)----TEL[phone]FAX[phone]r-SK1998,----TEL[phone]FAX0