A run that can't be called a pause Where does the new Chinese medicine end up?

Pharmaceutical Network August 4th - More than 30,000 global research and development of new drugs, more than 10 billion U.S. dollars in research and development investment, as well as countless target design and arrangement combination. Behind
grand narrative is not only a reflection of the speed of China's new drug research and development and the global gradual integration, but also the "backwater war" facing China's innovative pharmaceutical companies collectively.
For the vast majority of innovative drug companies, it's a run that can't be called a pause.
after a tumultuous, fiery, oily moment, more entrepreneurs and scientists are becoming cautious and calm.
China's new drug research and development is going in what direction? Wang Xinzhong's answer is: differentiation.
as the chief scientific officer of Keystone Pharmaceuticals, Wang Xinzhong believes that new drug research and development has never been a match for quantity.
"China now has more than 50 PD-1 and PD-L1 antibodies, so how much is enough?" Is that enough? Do we need to do it again? "The problem that afflicts countless people in the industry is not so complicated: quantity is never important, it's about what your antibodies can do, what benefits you can do, and whether there's a significant difference."
Zhu's answer is the combination of drugs.
Zhu Weiping is the president of research and development of Sansheng Pharmaceutical Group and CSO, just a short time ago, Sansheng Pharmaceutical's exclusive "imitation combination" of anti-HER2 monoanti-innito monotenates in China was officially approved, and in the domestic first to break the monopoly situation of imported products in the anti-HER2 monoantinia market.
in Zhu's view, since each target is a potential target for anti-tumor treatment, how to achieve synergies through different targets is naturally the industry needs to challenge.
and Zhou Weichang's answer is the industry between the upstream and downstream coordination and cooperation.
Zhou Weichang is the executive director, executive vice president and chief technology officer of CDMO Pharmaceutical Sinbet, the hottest company in the industry.
Zhou Weichang lamented that two years ago, the industry was still discussing the global pharmaceutical TOP50 list of companies, but at the moment, top50 list already has four Chinese pharmaceutical companies, and we have begun to discuss when to enter the global top 15 topic.
in other words, the rapid approval of new drugs by upstream companies and the rapid release of new drugs in the market are undoubtedly great opportunities and challenges for downstream CDMO enterprises.
for CDMO enterprises, Capability and Capacity are two must build up the ability, and the pharmaceutical industry chain upstream and downstream need full coordination and cooperation, in order to better strive for global status.
This is the 2nd Global Biomedicine Frontier Technology and Policy and Regulation Conference held in Suzhou in July 2020, from a group of innovative pharmaceutical enterprises and industrial chain ecological enterprises of the cutting-edge discussion.
this one is sponsored by the New Drug Talent Club, the China Food and Drug Enterprise Quality and Safety Promotion Association, the Suzhou Industrial Park Management Committee, BioBAY Joint Special, Cytiva, Pharmaceutical Mingkang, Basaitu, IQVIA, Botten Shares, Lonza Longsha, Dongfulong Many other organizations co-organized the industry conference, attracted more than 2000 new drug talents to participate in the country, has become China's bio-pharmaceutical cutting-edge technology, a weather vane, in three days, focused on answering a question: in the current environment of innovation in China's pharmaceutical industry, how to stand in the front-line technology on the wind to develop new drugs? Obviously, for the specific direction of new drug research and development, different enterprises will be based on their own different characteristics, to make the most suitable for their own enterprise development of the best choice.
But for the vast majority of innovative drug companies, one thing is universal: no one dares to stop a little bit in such an industry-wide race for new drug research and development. "For any company, no matter what stage you're at, just stop, the company is definitely on its way to death,"
, according to Li Jing, chairman of The Drug Watanabe.
" and after a tumultuous and fiery moment, more and more entrepreneurs and scientists are becoming cautious and calm.
of course, as a long-time battlefield hunter, once the right target and the opportunity to find, will be decisive, without hesitation.
, so the golden age of new drug research and development in China may only really come now.
01 began to think in the rapids that there is no doubt that even in the context of the global epidemic of new crowns in 2020, the global fire for new drug research and development has not stalled.
before the New Crown outbreak, both globally and in China, the pace of new drug development was growing.
september 2019, lilac garden Insight Global New Drug Database data show that the number of new drugs in research and development has now exceeded 30,000 worldwide, reaching 32,128;
and according to Corey," in 2019, a total of 56 new molecular entities and biologic drugs will be approved for the first time worldwide, 24 major new product developments (i.e., new combination drugs, new formulations and new indications for listed drugs) will be rolled out worldwide, and 26 new products, including new chemical drugs, biologics, and new product expansions, will be approved worldwide.
in China, NMPA approved 53 new drugs in 2019, including 39 imported new drugs and 14 domestically produced new drugs.
after the new crown outbreak, with "people's hope" Redsewe as the representative of antiviral drugs in almost every enterprise as the focus of technology, Corey Weian in 2020 China Antiviral Drug Innovation Conference provided a set of data show that the current clinical research on antiviral drugs has more than 2600, of which 192 are in the clinical phase of three.
obviously, the gradual formation of the innovation atmosphere and the increasingly perfect innovation industry ecology, so that both China and the world, are in the rapid flow of innovative drugs.
the existence of such a torrent is by no means a one-day effort.
should say that since the drug review reform in 2015, this current has begun to appear, and for a considerable period of time to show the trend of flowering, burning oil.
a lot of money flowed to new drug companies, and a large number of new companies springing up, but at the same time, a large number of similar target choices, similar business models and immature grass-roots teams began to take root in the industry. "We're seeing hundreds of specific platforms that are basically the same, because they're all the same targets, and that's a challenge,"
.
" when it comes to the development of bispecific antibodies, Zhu said so.
when grand visions and castles in the sky are everywhere, it's important to reflect on the torrent when the real output doesn't seem to be as smooth as it seems.
but fortunately, in the moment, especially after the outbreak, it is clear that more and more entrepreneurs are really thinking about what innovation means and what is really decisive for the life of the business in the current innovation ecosystem.
for example, entrepreneurs are paying more attention to "efficacy" than the discovery of new targets and the exploration of new therapies.
at the closed-door meeting of China's new drug research and development leaders in Jinji Lake, a basic view of consensus is that there is a growing need to tangle with the nature of first-in-class, but from the perspective of solving medical needs for patients.
this also directly extends the impact of the development path of new drugs, "the essence of drugs is to cure the disease and save people, there is no clinical value is the fundamental of drug innovation, otherwise they will not be able to obtain living space."
new drug development must make a breakthrough in clinical value.
" and, on the other hand, more and more companies are becoming more cautious about exploring new indications or areas.
take the previously-watched CAR-T therapy, a breakthrough technology that has shown great potential and possibilities in the treatment of hematomas, but it is unclear whether it will play a similar role in solid tumors.
, however, in previous years, attempts to apply CAR-T to solid tumors have been common, and there is a "great leap forward".
and in the conference, from several domestic CAR-T leading innovative pharmaceutical companies can clearly feel that the more head enterprises, the more in the field of adaptation and treatment of the expansion of the stable, rather than bold venture.
"Even in the field of hematoma, there are many things that need to be done, such as how to reduce complications and sudden safety, how to expand indications, whether CAR-T is still like a blood tumor in a solid tumor, " said Fan Xiaohu, chief scientific officer of the nanjing legend.
"02 can not call the suspension of the run no doubt, in the increasingly competitive market environment of innovative drug research and development, how to speed up the pace of innovative drug research and development, ahead of time to occupy the market, is every new drug research and development workers have to think about the problem.
but it must also be noted that, no matter what time, the "head enterprise" that can be at the top of the industry is destined to be a minority.
for the industry, the performance of these head companies represents the state most innovative drug companies want to achieve eventually, but for the vast majority of those that linger in the middle of the team, the challenges they face are not the same as those of the head companies.
for example the production and commercialization of products.
at the moment, CDMO is becoming a mainstream model in the industry.
on the one hand, there are companies that choose to build their own capacity, which either has plenty of money and doesn't mind spending money on capacity construction or, for other reasons, choosing to produce it.
but on the other hand, there are also a large number of enterprises choose to outsource production, so as to achieve professional division of labor and the ultimate benefits to maximize.
especially for the head of enterprises, whether it is self-built or outsourced, it does not seem to be a matter of great expense.
but for most innovative biopharmaceutical companies that are still in their early stages, whether to contract their business to CDMO is a real choice.
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in the process, this decision is a very difficult thing for me.
" Yiming Anke Chairman and General Manager Tian Wenzhi at the meeting said a lot of enterprises' internal concerns.
, for example, investment.
although in the same investment environment, but some enterprises can get financing, and some enterprises are even in a difficult state.
", "I serve a total of seven companies, one of which is a public company, the only question they are considering is how to spend the fund raised by The Company.
and the remaining six are thinking, how to get enough bullets for their own business.
" in the new drug project investment and financing and trading cooperation sub-forum, there are investors on the scene said.
this situation is particularly evident in this year's outbreak, in the eyes of the investor.
": "The financing environment is now Davis's double kill.
is the problem of the outbreak, and there is the tightening of funds, with less water upstream and more caution.
", in its view, the introduction of the board has also led to a lot of institutional investment preferences, and LPs will force investment institutions to put more money into projects that may have capital arbitrage value in the short term.
in this case, the uneven drought and flood is a natural thing.
But for businesses, it's clear that it's a running away, no matter what the environment is.
the path of new drug development has always been blocked and long, and these short- or medium-term difficulties are basically a problem that must be confronted head-on.
targets, clinical, capital, intellectual property, production and commercialization, any link will have a key impact on the ultimate direction of new drug research and development.
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