Peger Bio-B (02565) teamed up with Tengrui Pharmaceuticals and Ali Health to accelerate the opening of commercial links with Patacang, and market volume is ready to go

The Zhitong Finance App learned that on July 17, Peger Bio-B (02565), Shanghai Tengrui Pharmaceutical Co., Ltd. and Ali Health (00241) formally signed a strategic cooperation agreement in Hangzhou. The three parties will make full use of their respective advantages in innovative drug research and development, professional commercialization and digital medical services to jointly promote online accessibility and patient services for the Class 1 innovative drug Pidacang® (generic name: vipernatide injection) originally developed in China.

Patacan® has been approved for the treatment of type 2 diabetes in adults. According to the cooperation arrangement, Ali Health will rely on full-link service capabilities such as online consultation, prescription circulation, pharmacist review, professional delivery and medication guidance to expand the online diagnosis, treatment and patient service scenarios of Paidacan®.

This cooperation means that on the basis of Tengrui Pharmaceutical's promotion of national market access, academic promotion, channel construction and terminal coverage, Pidacang® is further connected to the digital medical platform, and online patient entry and long-term medication service capabilities are being completed at an accelerated pace.

As a result, Peger Biotech, Tengrui Pharmaceuticals and Alibaba Health have formed a clear division of expertise: Peger Biotech is responsible for innovative research and development, medical support, product supply and quality management; Tengrui Pharmaceuticals is responsible for nationwide commercialization; and Alibaba Health provides digital diagnosis, treatment, prescriptions, and patient service support.

With the gradual connection between the R&D side, promotion side, and digital medical side, Pidacang® is accelerating from approval and marketing to clinical use, patient access, and commercial deployment.

Offline promotion is superimposed on digital medical treatment, and the formation of key commercial links is accelerated

The approval of innovative drugs for marketing is only the beginning of value transformation. Hospital access, doctors' education, terminal coverage, prescription acceptance, and continuous patient medication services only really determine the speed at which products are approved to large-scale commercialization.

According to the tripartite division of labor, Tengrui Pharmaceutical will rely on its professional promotion and channel resources to promote the entry and coverage of Paidacang® in medical institutions, retail terminals and primary markets across the country.

Through a digital medical platform, Ali Health will provide patients with service support from online consultation, prescription circulation, pharmacist review to professional delivery and medication guidance, further opening up an online link from diagnosis and treatment to medication use.

This means that Patacom® is forming a more malleable commercialization path:

Offline, professional commercialization teams promote hospital access and terminal coverage, and online digital medical platforms expand diagnosis, treatment, prescription and patient service scenarios. Peger Biotech continues to provide R&D, medicine, supply and quality assurance.

For type 2 diabetics who require long-term follow-up and continuous medication, the significance of internet medical treatment is not only to add a channel for drug purchase, but also to improve the convenience of follow-up, prescription acceptance, and long-term medication use.

The combination of offline professional promotion and online digital services is expected to shorten the distance between approval and marketing of Pidacang® to widespread clinical application, and lay the foundation for further expanding patient coverage, improving the sustainability of medication use, and achieving multi-scenario dosage in advance.

Moving from “effective sugar reduction” to “long-term persistence”, pointing directly to the core pain points of chronic disease treatment

The current competition in the GLP-1 market is no longer just a comparison of short-term sugar reduction amplitudes; it also depends on whether patients can successfully start treatment, stick to medication for a long time, and continue to benefit from stable comprehensive metabolism.

Patacan® was independently developed by Peger Biotech after more than 10 years. It is a long-term GLP-1 receptor agonist administered once a week. It has received major special support from the country's “13th Five-Year Plan” major new drug creation technology, and has obtained a number of domestic and foreign invention patents.

The product uses a fixed therapeutic dose of 0.97 mg. Patients can directly use the therapeutic dose from the first dose without going through the titration process of gradually increasing the dose, so as to achieve “the first dose to reach the therapeutic dose”.

This design can simplify doctors' prescriptions and patient education processes, and reduce the management burden caused by repeated dose adjustments during the initial treatment phase. For diabetics requiring long-term treatment, the simpler the plan and the better the tolerability, the more conducive it is to form a continuous and standardized medication habit.

More importantly, the product value of Patacan® is not limited to short-term sugar reduction. Clinical studies have shown that the glycemic control effect of monotherapy continued until 52 weeks, and the decline remained stable and there was no rebound; at the same time, it had good gastrointestinal tolerance, and showed comprehensive benefits in terms of body weight, blood pressure, blood lipids, and pancreatic islet function.

This makes Patacan® clearly positioned around long-term diabetes management:

The start is simpler, long-term sugar control is more stable, the tolerance experience is more friendly, and takes into account multiple metabolic management.

For chronic disease products, whether patients can persist for a long time is directly related to prescription retention, continued medication use, and the scale of subsequent commercialization. With the gradual rollout of the national professional promotion system and digital medical services, the clinical differentiation of Pidacang® is expected to be further transformed into doctors' recognition, patient acceptance, and commercialization growth.

Minimalist drug delivery design to further expand out-of-hospital and digital medical scenarios

In terms of administration experience, Pidacan® uses a pre-filled concealed needle injection pen with a single injection volume of only 0.3 mL, and is equipped with an injection reminder and anti-roll design.

The combination of weekly, dose-free titration, microinjections, and hidden needles makes the product a clear label in terms of the convenience of long-term medication use.

The treatment cycle for diabetes is long, and the number of patients is huge. Whether the product can lower the operating threshold, reduce the psychological burden on injections, and adapt to in-hospital, out-of-hospital and home use scenarios often affects its real-world acceptance and long-term compliance.

Pidacan® also simplifies treatment plans and injection procedures, which not only helps doctors carry out patient education, but also fits the Internet medical treatment, out-of-hospital retail and long-term home medicine scenarios, providing more possibilities for the product to break through a single in-hospital channel and expand patient coverage.

The three parties' key capabilities converge at an accelerated pace, and Pidacan is ready to go

Judging from the pace of commercialization, Pidacom® has completed key steps such as product approval and nationwide commercialization cooperation. Tengrui Pharmaceuticals is promoting market access, professional promotion, channel construction and terminal coverage, while Ali Health is further supplementing online consultation, prescription circulation, pharmacist review, professional distribution, and patient service capabilities.

The core elements required to commercialize Patacom® are gradually converging:

A differentiated product foundation has been formed, a national professional promotion network has been launched at an accelerated pace, access to medical institutions and terminals continues to advance, and digital patient portals have been further opened.

Compared with simply relying on traditional in-hospital markets, the collaboration between professional commercial networks and digital medical platforms enables Pidacang® to simultaneously cover multiple scenarios such as hospital diagnosis and treatment, out-of-hospital drug purchases, and online patient services, and also provides a channel foundation for reaching patients faster in the early stages of product launch.

In the next phase, the market's focus on Pidacang® will shift from “whether the product can be approved” to the speed of dosage brought about by hospital coverage, doctors' prescriptions, continuous patient medication use, and online and offline collaboration.

For Peger Biotech, the strategic cooperation reached with Tengrui Pharmaceuticals and Ali Health has not only further improved the commercialization of Paidacan®, but also sent a more clear signal:

With the gradual convergence of product differentiation, national promotion networks, and digital patient portals, Pidacom® is accelerating from the preparation stage for commercialization to the real market verification stage, and the subsequent release is ready to go.