Specialist
Former Project Director at Fiveplus Gene Technology Co Ltd
Agenda
- China’s gene and cell therapy CDMO industry competitive landscape, plus Fiveplus Gene’s technology and market tiers
- AAV (adeno-associated virus) vector market demand growth, plus Fiveplus Gene’s scientific research and industrial project experience
- Fiveplus Gene’s client acquisition, main client and order types and growth rates
- Technique, quality control and production capacity competencies
Questions
1.
What is the competitive landscape like among major Chinese gene and cell therapy CDMOs including Fiveplus Gene, OBiO Technology, Genscript Biotech and Wuxi Advanced Therapies (Wuxi ATU)? Can you divide those major players into different competitive tiers? What advantages or disadvantages do they have in the development and manufacturing of gene, cell and viral therapies?
2.
Can you update us on the supply-demand dynamics for gene and cell therapies in China? What are the growth drivers of China’s gene and cell therapy CDMO market?
3.
Do you think there will be overcapacity in China’s gene and cell therapy CDMO market in the next few years? Will Chinese gene and cell therapy CDMOs continue to receive a lot of orders and maintain growth?
4.
What percentage of the orders received by Chinese gene and cell therapy CDMOs are for laboratory-scale production and what percentage are for commercial-scale production?
5.
Can you talk more about the demand dynamics and growth drivers of the AAV vector market? AAV vectors can be used in gene therapies for indications such as eye diseases, DMD (duchenne muscular dystrophy) and osteoarthritis. Which indication contributes the most to the growth of the AAV vector market?
6.
Can you give us some examples to explain the number of AAV vectors needed for different types of gene therapy drugs? What is the amount of AAV vectors used in each batch of gene therapy drugs produced at the laboratory scale?
7.
What are the advantages of gene and cell therapy CDMOs? How much cost can biotech companies save by cooperating with CDMOs instead of engaging in development and manufacturing on their own? What are the core competencies of Fiveplus Gene in the AAV vector-mediated gene therapy CDMO field?
8.
What percentage of biotech companies outsource the development and manufacturing of gene and cell therapies to CDMOs?
9.
At what stage do biotech companies outsource gene and cell therapy development and manufacturing projects to CDMOs?
10.
What’s the development trend of the number of clients and order volume of Fiveplus Gene?
11.
What are clients’ main considerations when choosing a domestic CDMO supplier? Can you compare the core competencies of Fiveplus Gene and other CDMO companies in the AAV field?
12.
Are there any differences in laboratory-scale and commercial-scale production orders in terms of techniques and production capacity?
13.
What’s the cycle for delivery for laboratory-scale production orders? Do clients of Fiveplus Gene have to queue for production? For example, if a client places an order now, how long will it wait before receiving the products?
14.
Could Fiveplus Gene’s production capacity planning fulfil clients’ orders a few years ago? What was the production capacity utilisation rate? Is the company expected to increase its production capacity in the coming years?
15.
Can you talk about the talent shortage in the gene and cell therapy CDMO industry? Which types of talent are in larger demand? Can you comment on Fiveplus Gene’s talent team?
16.
Fiveplus Gene entered the field early, and OBiO Technology has been growing fast in recent years. How do you find the two companies? What’s driving OBiO Technology’s fast growth?
17.
Which of the two companies can better develop in the current market? In your opinion, which one is more promising in the medium and long term?
18.
What are Fiveplus Gene’s major weaknesses in terms of the technical system, management system and marketing? What problems should Fiveplus Gene solve immediately?
19.
Could you elaborate on the policy dynamics or changes in the evaluation standards of gene therapies issued by domestic regulatory authorities or drug evaluation authorities? Which aspects regarding viral vectors do the authorities pay most attention to?
20.
How will these changes in regulations and evaluation standards influence the CDMO industry? What new challenges may virus CDMOs face?
21.
How do you anticipate the prospect of the domestic gene and cell therapy CDMO industry? How much do you expect the market to expand in the next few years? How much can leading players such as Fiveplus Gene and OBiO Technology expand their business volumes in the next few years?
22.
You mentioned earlier that Porton Biologics was a traditional small molecule CDMO. Will companies with a similar business volume as Porton Biologics become strong competitors of Fiveplus Gene and OBiO Technology in the middle to long run? What do industry participants think of Porton Biologics’ market performance? Do they expect the company to grow in the next few years?
23.
Does any of the upstream processes in the CDMO industry have a low import substitution rate and rely on overseas suppliers?
24.
As per your marketing experience at Fiveplus Gene, what market development strategies have Fiveplus Gene adopted over the past few years? For example, what are its client development and pricing adjustment strategies?
