A bold outlook for innovative drugs in 2022

1.
The wealthy Big pahrma + small and medium-sized biomedical companies stock market crash ≈ the era of big mergers and acquisitions

The epidemic has brought a lot of cash flow to Big pahrma, and the pattern has also changed to some extent.
Those who benefit from the epidemic hope to buy more pipelines, and those who have not benefited much from the epidemic want to buy pipelines to change the pattern or need to overcome the patent cliff
.

The global drug landscape caused by the new crown epidemic will undergo real changes in 2022.

Source: Evaluate

Evaluate did not predict the new crown drug, but analysts predict that Pfizer will reach 101.

In addition to Pfizer Paxlovid, there will be a bunch of other new crown products that will reveal data in 2022.

Source: Evaluate

The XBI index and IBB index in the biomedical field of the U.

Big pharma, which holds a large amount of cash flow, and the stock market crash of small and medium-sized biotech listed companies, together means that there will be a major change in the landscape, and mergers and acquisitions will be more frequent.

2.

It is important to know that not only domestic companies are playing, but Big pharma's products are also accelerating their entry into the domestic market.

So everyone is internationalizing, and internationalization has to say two stages of R&D and commercialization.

3.

In the bear market, most funds pursue defensive attributes.

Finally, make a bold guess.

Biotech companies or biopharma companies that have a large amount of cash flow and commercialized products are worthy of attention.

In addition to biotech, Bigpharma, a domestic imitation and innovation transformation, has relatively greater opportunities.