Core Viewpoint - The report highlights the growth potential of the autoimmune disease drug market in China, with significant contributions from biopharmaceuticals, particularly in the treatment of psoriasis and ankylosing spondylitis [1][2]. Industry Summary - The Chinese autoimmune disease drug market is projected to reach 36.3 billion yuan by 2024, with biopharmaceuticals' market share expected to increase to 65.6% by 2030 [1]. - The psoriasis market is anticipated to reach 30.65 billion yuan by 2030, while the market for ankylosing spondylitis is expected to grow to approximately 46.3 billion yuan by 2030 [1]. - Current first-line treatments for autoimmune diseases primarily include glucocorticoids, immunosuppressants, and non-steroidal anti-inflammatory drugs, which have limitations such as short treatment duration and systemic side effects [1]. Company Summary - The company has a diverse product pipeline in the autoimmune monoclonal antibody sector, including QX001S (IL-23p40), the first approved biosimilar of ustekinumab in China, which significantly improves the clinical accessibility of psoriasis treatment [2]. - QX008N (TSLP) has completed Phase II enrollment for chronic obstructive pulmonary disease, leading the progress among domestic products [2]. - QX005N (IL-4Rα) has received breakthrough therapy designation and completed Phase III enrollment for nodular prurigo [2]. - QX002N (IL-17A) has completed Phase III trials for ankylosing spondylitis, with a BLA submission expected in the second half of 2025 [2]. - QX004N (IL-23p19) has shown significant efficacy and safety in treating psoriasis and has initiated Phase III trials [2]. - QX013N is the first c-kit targeted biopharmaceutical in China, having completed Phase I trials for chronic spontaneous urticaria [2].
港股异动 | 荃信生物-B(02509)午前涨超6% 公司自免单抗管线产品布局丰富 QX002N预计下半年提交BLA