印度製藥業潛力企業：傳統開發於醫藥產業被取代

傳統醫藥產業技術革新與創藥 (藥物開發) 在印度製藥企業僅剩零星。新世代企業誕生、從對製藥業沒有經驗的創業投資 (VC) 獲得資金並且開始挑戰創藥。

本報告針對印度新加入製藥／創藥業界的未來潛力企業進行分析、提供各企業概要與拿手分類、至目前的技術成果、業績、今後成長ソ可能性等調查分析。

Connexious：生技潛力企業 - 與其他潛力企業和創藥企業相同、經歷大風大浪後成長

• 技術平台
• 主要治療分類：糖尿病／代謝異常、非酒精性脂肪變性肝炎 (NASH)
• 主要里程碑
• 附錄1：糖尿病、囊腫纖維症網路生物平台
• 附錄2：新GPR40致效劑
• CNX-103：改善全身代謝狀況

Cellworks：活用專有虛擬原型平台、實施細胞、疾病的假想模擬、從以服務為主的企業成長為創藥企業

• 技術平台
• 研發線產品

Bugworks：驗證Cellworks虛擬技術平台上的模擬 - 透過BMP (Bugworks Microbial Platform) 結合功能蛋白體與高級半導體設計工學讓各種細菌系統成為可操作模式化

• 主要治療分類：嚴重的院內感染
• 技術平台
• 眼前課題：新目標＝新抗生素類別
• The GAIN Act

Tergene：一開始以病原為肺炎鍊球菌 (肺炎球菌) 的肺炎疫苗PPV (肺炎球菌多醣體型疫苗) 開發

• 開發策略與現況
• 長期計畫
• 疫苗市場

Traditionally Innovation and drug discovery had taken a back seat in the Indian pharma industry with a few blips here and there. However, there have a been a new generation of entrepreneurs who have who ventured into the drug discovery path backed by VC funding and no pharma heritage ! In this Outlook we highlight the names of some select innovation/drug discovery companies who have successfully raised funds to sustain the research, out-licensed some of their assets or are likely to do so in the next 2-3 years thereby rewarding their investors. . In this Outlook we have initiated coverage on Connexios, Bugworks, Cellworks, Tergene and hope that soon we will be able to expand the universe further.

Table of Contents

Company Analysis:

Connexious - Connexios has had a bumpy ride like most Rising stars/drug discovery.

Companies in the biotech sector:

• Technology Platform
• Therapy Focus-Diabetes/Metabolic Disorder and Non Alcoholic Steatohepatitis (NASH)
• Key Milestones

• Figure 1: PRODUCTS IN PIPELINE- DIABETES
• Figure 2: PRODUCTS IN PIPELINE FOR NASH
• Figure 3: OTHER PROGRAMS

• Appendix 1: Network Biology Platform for Diabetes and fibrosis
• Appendix:2 Novel GPR40 agonist

• CNX-103: Whole body improvement of metabolic health

• Table 1: Differences Between G-Protein Coupled receptor agonists
• Table 2: Pipeline Of Gpr Agonist For Treatment Of Type 2 Diabetes

Cellworks - Cellworks (CW) has evolved from a service based company to a drug discovery/development company on the strength of its proprietary Virtual Prototyping platform that allows simulation of cell types//disease in silico.

• Technology Platform
• Pipeline

• Figure 1: Simulation Based personalization
• Figure 2: Cellworks Therapeutic Programs

Bugworks - Bugworks is a validation of Cellworks simulation in silico Technology Platform where its Bugworks Microbial Platform (BMP) combines functional proteomics with sophisticated semiconductor designe engineering to model and manipulate various bacterial systems.

• Therapy focus- Serious Hospital Infection
• Technology Platform
• Need of the Hour- New Targets= New Antibiotic Class
• The GAIN Act

• Figure 1: Drug Development Success For Tb
• Figure 2: Going Way Froward : focus: Helathcare Associated Infections

Tergene - Tergene's first product in development is a vaccine for pneumonia caused by, Streptococcus pneumonia (pneumococcous). The available vaccine The Pneumococcal Polysaccharide Vaccines (PPV).

• Development Strategy and Status-
• Long term plans
• Vaccine Market

• Figure 1: sales of currently available vaccines for streptococcus pneumonia
• Figure 2: Ww Demand Forecast Of Vaccines For Streptococcus Pneumonia
• Figure 3: Vaccine Market