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Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.
The U.S. bioterrorism law has undergone significant changes, the CRO concept has launched a major counterattack, and WuXi AppTec is excited!
Industry pessimistic expectations may improve.
JACOS-B (01167.HK) presented initial clinical data on the BET inhibitor JAB-8263 for the treatment of myelofibrosis at the 66th annual conference of hematology in 2024 in the usa.
On December 9, Gelonghui reported that Jianghe Science-B (01167.HK) announced that it showcased preliminary data from a phase I clinical trial of the BET inhibitor JAB-8263 for treating myelofibrosis (MF) at the 66th American Society of Hematology (ASH) Annual Meeting in San Diego, California, in 2024. The data showed that JAB-8263 has good tolerance, with a recommended dose of 0.3 mg (daily administration) for phase II. The initial efficacy data for JAB-8263 monotherapy for the indication of myelofibrosis is encouraging, with most patients experiencing spleen shrinkage.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
Jacobio Pharmaceuticals Completes Dosing for Anti-Cancer Drug Clinical Trial in China
Jaccase (01167) initiated the first clinical study of pan-KRAS inhibitor.
Gilead initiates the first clinical study of pan-KRAS inhibitors.
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