On January 26, Novo Nordisk's oral semaglutide tablets were approved for marketing in China for the treatment of type 2 diabetes, which is the first oral GLP-1 receptor agonist approved for marketing in China.
Since the end of 2022, due to its good efficacy, semaglutide has become a popular overseas weight-loss drug, and the product is in short supply, and more and more pharmaceutical companies around the world have joined the research and development of GLP-1 drugs.
Glucagon-like peptide (GLP-1) receptor agonists belong to incretin drugs, which have blood sugar regulating effects and are mainly used in the indications of diabetes and obesity.
Peptides are a class of compounds formed by the connection of multiple amino acids through peptide bonds, and are bioactive substances that affect various cellular functions.
Peptide drugs combine the advantages of small molecule chemical drugs and large molecule biological drugs:
Peptide drugs have high biological activity and strong specificity, and the products after degradation are amino acids, which are excreted from the body through the liver and kidney, and there is almost no ***
From the perspective of the global use of peptide drugs, diabetes and anti-tumor are still the main areas, and with the rapid growth of GLP-1 drugs, the use scale of obesity indications has been further expanded.
It mainly includes: upstream API and reagent consumables manufacturers; midstream peptide CDMO manufacturers; Downstream peptide pharmaceutical companies.
1) Domestic peptide API manufacturers include:Sirnaomics, Nuotai Biotech, Hanyu Pharmaceutical
2) Reagent consumables manufacturers:Haofan Biotechnology, Navitas Technology, Lanxiao Technology
Haofan Biology: Mainly engaged in peptide synthesis reagents, general-purpose molecular building blocks, protein reagents and other businesses.
Lanxiao Technology: Mainly engaged in adsorption and ion exchange resins and adsorption, exchange and separation system devices, the world's leading peptide solid-phase synthesis carrier.
Navitas Technologies: Mainly engaged in high-performance nano microsphere materials, products are used for drug separation and purification. The company's ion exchange chromatography media and silica gel chromatography packing materials are used in the separation and purification process of peptide drugs.
Peptide CDMOs are mainly divided into two categories:
1) Expanded to the field of peptide CDMO by peptide API companies through technology accumulation, including:Sirnaomics, Nuotai Biotech, Hanyu Pharmaceutical
Nuotai Biotech: Focusing on peptide drugs and small molecule chemical drugs CDMO, peptide APIs are facing the global market, and the self-developed GLP-1 receptor agonist injection is about to be clinically conducted.
Sirnaomics Bio: CDMO service provider of peptide innovative drugs, including peptide APIs, peptide preparations and peptide CXOs, the company's liraglutide APIs and injections project is currently in the clinical trial stage.
Hanyu Pharmaceuticals: Peptide drug R&D and production enterprises, including peptide preparations, peptide APIs, customized peptides and beauty peptides.
Puli Pharmaceutical: Mainly engaged in the R&D and production of chemical APIs and pharmaceutical preparations, and successfully developed semaglutide APIs using synthetic biology technology.
2) Expand from the traditional small molecule CDMO business to the peptide field, including:WuXi AppTec, Gloria Young, Jiuzhou Pharmaceutical