华道生物董事长余学军：破局“天价药”和产业技术“卡脖子”

Core Viewpoint - The core viewpoint emphasizes the necessity for Chinese companies to achieve independent control over industry technology and drug pricing to make cell therapies more accessible to the public [1][5]. Group 1: Company Overview - Huadao (Shanghai) Biopharmaceutical Co., Ltd. aims to develop affordable medications, which is reflected in the company's name [4]. - The company plans to apply for the market approval of its first drug within the year and aims to launch a cell therapy with complete independent intellectual property rights by 2026 [4]. Group 2: Industry Challenges - The development of cell therapies has faced significant challenges, particularly regarding high costs that prevent many patients from accessing treatments [5]. - Since the launch of China's first CAR-T drug in 2021, fewer than 1,000 patients have been treated, while over 200,000 blood cancer patients await treatment annually [5]. - The reliance on foreign technology for production systems has limited domestic companies' production capacity, with no company currently able to cure more than 300 patients annually [5]. Group 3: Technological Development - Huadao Biopharmaceutical focuses on core production technologies, including equipment, reagents, and consumables necessary for cell therapy production [5]. - The company has undergone a comprehensive technological upgrade over two years after completing its first phase of clinical trials in 2021 and has initiated the second phase of clinical trials for its first drug in 2023 [5].