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2022, accompanied by involution and anxiety
.
.
In 2023, look for sunshine and a way
out.
out.
In the face of the turbulent international environment and the continuous advancement of domestic medical reform policies, China's pharmaceutical industry is forging ahead under continuous pressure
.
With the consistency evaluation, MAH, centralized procurement, medical insurance negotiation,
A series of policies such as guided by clinical needs have been introduced one after another, the upstream and downstream of the domestic pharmaceutical industry has no obvious boundaries, the track is crowded, and there is only one year away from the involution, and most pharmaceutical companies are carrying out rapid transformation
such as API preparation integration and imitative combination.
Someone once said, "Only a director with a dream can make a really good work
.
" As a third-party pharmaceutical platform, PharmaFusion has always regarded "serving medical health and helping the transformation and innovation of medicine in major countries" as its biggest dream
.
.
" As a third-party pharmaceutical platform, PharmaFusion has always regarded "serving medical health and helping the transformation and innovation of medicine in major countries" as its biggest dream
.
Under the premise of meeting the requirements of epidemic prevention, the pharmaceutical finance circle has carefully organized more than 10 offline large-scale pharmaceutical innovation exchange meetings in 2022, covering major cities such as Shanghai, Suzhou, Hangzhou, Ningsui and Chengyu, and planned more than 100 online live broadcasts online through the video number Yaodingji, involving APIs, CXO, large and small molecule innovative drugs, cell and gene therapy, medical beauty and other sub-industries, covering all links of the industrial chain such as project establishment, R&D, declaration, production and commercialization.
The active and valuable sharing of industry experts has injected strong impetus
into China's pharmaceutical innovation.
into China's pharmaceutical innovation.
This year, we traveled all over the motherland and investigated hundreds of companies in various sub-industries, in order to try to find the next increment
in the era of involution.
Looking ahead to 2023, we have the following views on niche opportunities, which are for reference
only.
in the era of involution.
Looking ahead to 2023, we have the following views on niche opportunities, which are for reference
only.
1.
API/intermediates
API/intermediates
In addition to using new technologies such as continuous flow and synthetic biology to reduce costs, APIs/intermediates should be more open and diversified, and the MAH policy and the upstream and downstream of the industrial chain can be used to form a bundled relationship of equity and sharing to develop incremental business
.
2.
Generic drug CRO
Generic drug CRO
The sky is dead, and the yellow sky is standing
.
For generic drug CROs, the old model of simply selling services has come to an end, and new business models
such as selling approvals, joint MAH certificates, and equity sharing can be actively explored.
The profit model of equity sharing is that the company and the customer agree in the contract to retain the sales equity share of the drug after it is marketed, and the company can continuously and stably obtain income
in the form of sales equity sharing during the effective life cycle of the drug.
For example, Baicheng Pharmaceutical (301096), as of the first half of this year, the company has 51 R&D projects with sales equity sharing, and the revenue of the equity sharing sector increased by 145.
14% over the same period of the previous year, of which the valsartan amlodipine tablet project jointly invested with Garden Pharmaceutical had an equity share of 30.
4003 million yuan in the first half of 2022, with very good
income.
3.
Generic drug companies
Generic drug companies
In the context of centralized procurement, the "survival" of generic drug companies is the first goal, for the internal, production, research and development and other links must be moved, so that every capillary can make money; To open the platform to the outside world, we can join enterprises to do some 2 types of varieties, strengthen the cooperation of API enterprises, and actively promote the integration of
API preparations.
It will be in the fine, not in the much
.
In terms of products, it is necessary to make differentiated value varieties, such as Xuantai, Jiudian, Yizhong, etc.
to achieve explosive items, and it is also very moisturizing
.
.
4.
Innovative drugs
Innovative drugs
For innovative drugs, China has entered a "new era of benchmarking global high-quality development" based on clinical needs, and the chain reaction brought about by the improvement of innovation thresholds includes pipeline optimization, innovation upgrading and product competition pattern optimization
.
To avoid involution, you can focus on the following aspects:
• 1.
Single targets are crowded, and the potential for combined drugs is large
.
PD-1 combination therapy
Phase 1 is single-agent, and Phase 2 begins to tap the potential of combination therapy
• 2.
Preparation delivery technology innovation, precision delivery
Make the drug more precise
from the perspective of delivery.
• 3.
The future is not just medicine, but solutions
In the era of precision medicine, IVD, companion diagnosis, stem cells, vaccines, large and small molecules, traditional Chinese medicine, AI big data, wearable devices, etc.
can be combined to achieve prevention and treatment to make a set of solutions to treat diseases before they occur
.
• 4.
From drug selection to drug selection (patient grouping)
Doing innovation starts with disease grouping
.
Summary
SummaryGeneral Secretary Xi Jinping has repeatedly emphasized "strategic self-confidence": "Resist pressure, practice internal strength, and stand firm, there is no hurdle
that cannot be overcome.
" "For those in the pharmaceutical industry, they should also have such confidence
.
In the face of involution, not lying flat, to actively look for the next increment, is the attitude
that experienced medicine people should have.
China's pharmaceutical industry has always developed in overcoming challenges, growing in the baptism of wind and rain, and growing
through trials.
In the next journey, not afraid of wind and rain, the pharmaceutical circle will always stand with you, work together to forge ahead, and create a better future
for medicine in major countries.
