Biopharmaceutical investment is seriously "involved" KRAS G12C hot targets are too crowded!

Biopharmaceuticals is an opportunity given by history to the Chinese pharmaceutical industry to lead the world.

Small molecule drugs have to try their luck in a haystack to screen out promising new drugs from thousands of compounds, and then perfect and optimize them on the research and development track.

my country's pharmaceutical industry has been tracking the biologic drugs that are popular in the field of monoclonal antibodies or CAR-T anti-tumor drugs.

The era of biopharmaceuticals is coming, and the opportunities are fair

Although biopharmaceuticals have been developed for more than 30 years, the transformation of the pharmaceutical industry has been slow and gradual, and the development is still extremely uneven

In addition to various popular anti-tumor antibody biological drugs, there are many opportunities to treat patients with many diseases with relatively simple and low-cost solutions

For example, there is no elevator in a 20-story high-rise building.

Although new mechanisms of biological drugs often produce surprising therapeutic effects on incurable diseases in the past, they are not necessarily linked to the high costs of pharmaceutical companies and patients

Biopharmaceuticals do not necessarily cost small to follow the trend, and it is not necessarily risky to follow the path of originality! If the research and development of original drugs is not carried out, generic drugs can only be used at low prices in the domestic market, and naturally they will lose their qualifications to compete in the vast international market

Over the years, innovative talents from all over the world (including graduates from Tsinghua University, Peking University, and University of Science and Technology) have flowed to the United States, and the United States also pays attention to the positive impact of R&D personnel from different sources on innovation, and actively recruits people with different backgrounds to join the innovation team

In contrast, China’s innovation system has many areas worthy of improvement.

1.

But when it comes to biopharmaceutical ideas and technologies, such as monoclonal antibodies, cell therapy, gene therapy, etc.

In an interview, Fu Xinyuan, Chairman of Ace Biotech, said: “Most of the entrepreneurs in China have worked in large companies (Europe and the United States).

The phenomenon described by Professor Fu Xinyuan can be observed in society.

The conditions of many recent entrepreneurial competitions are: "Returning to China for entrepreneurial intention or having returned to China for entrepreneurship for no more than 4 years"
.
May I ask if 4 years or more for one or two days will work, why not 5 years? Why doesn't domestic original biological drugs support, why must follow Europe and the United States, can't lead the trend? Why do innovations "foreigners can relax the age to 60"? What is the relationship between graduating from domestic colleges and universities, obtaining green cards from studying abroad, and returning to work in China?

China’s top leaders recently emphasized at the 20th Academician Conference of the Chinese Academy of Sciences, the 15th Academician Conference of the Academy of Engineering, and the 10th National Congress of the China Association for Science and Technology: Level innovative talents
.
"

Encourage innovation, don't artificially set up barriers, suppress and restrict talents! Regardless of gender, age, race, and nationality, as long as they are innovative talents, they should support the use of their ingenuity, produce products that can meet market needs and have strong competitiveness, and serve patients all over the world
.
Such similar recruitment conditions for research positions or thresholds for participating in innovation competitions appear to be fair and fair, but actually hinder innovation and kill innovative talents in the cradle
.
It fully shows that those who formulate personnel policies do not understand the characteristics of the industry and take it for granted
.

2.
The original innovation must have a "soul".
Only seeds can germinate and eventually become towering trees.

Original innovation must have a soul, which is manifested as a kind of intuition, inspiration, idea and confidence, so as to overcome all man-made obstructions and difficulties given by nature, and move forward bravely
.
It may be unsuccessful to have such an innovative soul, but it will not succeed without such an innovative soul!

Jobs is recognized as the soul of Apple.
His intuition and inspiration gave him a firm belief that Apple and Microsoft have shaped the development of computer hardware technology and software together, and only then has the data processing world of mankind today changed everything in the office
.
Jobs had a firm belief in the earliest period of the development of mobile phones, and moved everything about computers to mobile phones so that humans could have mobile offices
.
Although he did not imagine the level of development of mobile networks today, and today's mobile world is far beyond what Jobs imagined before his death, but we also know that this is all developed in the thinking and technology of Jobs's generation
.

"Remotely thinking" Jobs, who was a teenager, had computer ideas in his father's simple garage, and together with Bill Gates, who dropped out halfway, set off a revolution in computer software and hardware; as for "Jobs first, then mobile phones", there is no need to say more; Ma Skker is not an all-rounder who knows everything, but his original rocket recovery and electric cars are also very good examples
.
Therefore, even if you graduate from prestigious universities such as Harvard and Massachusetts, read a few more books or have a variety of high-end academic titles, have a foundation for innovation, and follow a pioneered path to improve or progress toward established goals, they are all good technologies.
Talents, but not necessarily original innovative talents
.

3.
Innovative biopharmaceuticals do not wait or imitate tracking, relying on innovative talents to open up new fields

Original ideas can only be with or without
.
A good industry system must select such talents with advanced consciousness and original ideas to lead the development of the entire industry across the era
.

It is hard to imagine that there is an intermediate state, and even if there is an intermediate state, it is an imitation tracking
.
Even if there are professionals with various titles, especially those who only research and write SCI papers in universities, and even those who are experienced and qualified in traditional drug research and development, they rarely have a deep understanding of biopharmaceuticals, and it is difficult to mention any foresight.
Sexual advice
.
Participating in the innovation pharmaceutical conference or each pre-competition speech emphasizes that China's basic investment is insufficient, the "new targets" discovered are not enough, the time for innovation has not arrived, and there is no way to "stuck your neck"
.

For them, innovation must be spent huge sums of money, and how many years will it take for basic research to keep pace with the United States
.
This has resulted in insufficient original thinking, incapable of making breakthroughs in scientific research and technology, and forming a general situation of seniority and formalism.
In fact, there is no deep understanding of the general trend of the industry.
Not only does it have no guiding effect on the development of the industry, but on the contrary.
Is harmful
.

Basic scientific research requires high investment and time; training future generations of scientific and technical personnel also requires patience, but this is not the reason why biopharmaceutical innovation cannot be carried out immediately: after the 1940s to the 1980s, the development of molecular biology has been It provided a solid theoretical foundation and R&D and production tools for biopharmaceuticals; then molecular biology theories and methods entered the medical field, which greatly promoted the understanding of the molecular mechanism of diseases.
These are public academic achievements
.
I have not kept up with the progress of the scientific and technological era, and I cannot understand the physiological and pathological processes at the molecular level.
Therefore, I cannot put forward original ideas and drug action mechanisms in the field of biopharmaceuticals.
It is because my knowledge is aging and my knowledge is too weak to keep up with the times.
Can blame others or even other countries
.

The inability of the industry system to adapt to the development of biopharmaceuticals is first manifested in that knowledge cannot keep up with the times, including authoritative scholars, professional universities and research institutes, reports on the optimal time for important conferences often remind people of the work 20 or 30 years ago, and talk about the present Most of his work is imitated, at most tracking is very close, and there is no idea of ​​differentiated development as a professional
.
The second point is the selection of talents.
Choose the "geniuses" who have the most famous primary schools, middle schools and universities and have published the most SCI papers.
The government departments will give the world academia a life and work that is far superior to ordinary scientific and technological workers.
Remuneration, I hope that such biopharmaceutical technology will lead the world
.

Technological talents need to grow in fertile soil, but they can't help them! Choose to obey the laws of nature.
Starting to grow fast in the greenhouse will not necessarily end up growing the tallest and strongest, with many fruits! A large number of seedlings must stand the test of storms and rains under the same conditions, and they are the real talents.
Talents are not the number of NSC papers published, but they must have a broad vision and a lofty pattern, and they must be able to solve specific problems and keep moving toward their goals.
Forward
.
Only such talents can lead the trend and take on important responsibilities!

4.
Decision makers with capital and voice do not understand that biopharmaceuticals are the reason why they can only follow the trend and imitate

The national leader also said: "A series of problems such as China's weak original innovation capabilities need to continue to work hard to solve them
.
"

It is said that the number of doctors in life sciences cultivated in our country every year is the world's first, but why is it not reflected in the original biopharmaceuticals, and it is also the world's first?

At present, some stakeholders inside and outside the system say that China's biopharmaceutical industry has embarked on a path of originality, ranking second in the world
.
It is too dreamy to say that generic drugs are not bad, and that the original second is too dreamy, and not many people believe it
.
For example, Switzerland, which has a land area of ​​only more than 40,000 square kilometers, a population close to Hangzhou, and innovative drug giant Novartis and Roche Roche lead a group of original drug small and medium-sized enterprises, does not necessarily dare to say that it is second in the world! While we look around, most of the domestic small and medium-sized pharmaceutical companies are in urgent need of transformation, but we do not know where the way forward is.
There are many tracking, generic drugs, and expansion of new drugs, but how can we achieve the second place in innovation?

Various biopharmaceutical project competitions are constantly invited and lively, but every time they participate in the project roadshow, those celebrities in investment and research medicine sitting on the judges' seats do not have a good understanding of the professional issues of biopharmaceuticals, and have never mentioned anything in science and technology.
Valuable question
.
Especially those who hold funds that can more or less affect the development of the project, openly for the so-called "performance" to require innovative drug research and development to follow their "logic": imitation tracking is best, not innovation, especially not original
.
Such a system will only applaud imitation tracking projects, and innovations will also be despised or ignored and eliminated
.

Those investors and the "logic" of operating a business that "marketing costs are much higher than R&D costs" are difficult to understand
.
How much money is needed to invest in the same target for hundreds of investment projects? Isn't it about throwing money into the ocean to follow suit in the fierce red ocean? Such a swarm of funds for investment is just that you don’t have to bear the responsibility, and the performance will be good? Why can't we come up with a little research and development of original innovative drugs? Moreover, it is an evil way to talk about economic value without the medical value of the project itself for the patient's disease
.
These people are accustomed to fighting and internal friction.
They know some generic drugs.
I hope they have a deep understanding of original projects and can be forward-looking and make wise suggestions.
This is too difficult for them
.
It is not surprising that each time the questioning project has progressed to that point, several clinical phases
.

Biopharmaceuticals can also act through the mechanism of targets, but innovative biopharmaceuticals can not adopt the "targets" of traditional small molecule chemical drugs as the first strategy, and the overall thinking and path of research and development can be completely different
.
If you don’t know the characteristics of this era of the pharmaceutical industry, you cannot correctly control the development direction of biopharmaceuticals.
How to be the judges of the biopharmaceutical project competition?

And if the original project is clinically done, do you still look for them to seek investment? No wonder Jack Ma was cold-eyed when looking for investment all over the world
.
Consider that investors might have asked Jack Ma a similar question at that time, but why was Sun Zhengyi of SoftBank Group able to invest in Alibaba decisively?

Investors have passed the college entrance examination and entered the investment field.
They follow the investment rules and financial indicators they have learned.
They do not talk about value judgments and the real needs of patients, or only use outdated and old knowledge to measure today's new and original This is very common in biopharmaceuticals, and there is no risk in doing so
.
But Sun Zhengyi is not such a person.
His vision allows him to reap the dividends of historical development at a very low price: it has brought changes in the production and sales of consumer goods to China, and the world's Alibaba was born, and he has also received the response.
Amazing rewards
.

This article is to put forward my own views and suggestions on the development of China's pharmaceutical industry under the premise of centralized drug procurement and price reduction, not to offend the judges of the major competitions
.
The judges are also the executors of specific rules and cannot help themselves
.
What needs to be changed is the industry system, which separates originality from investment and production, and unifies the interests and innovation needs represented by investors
.

Biopharmaceutical investments are all invested in projects with the same target.
They go public on the Science and Technology Innovation Board in a swarm, and play word games are said to be original.
In fact, they are serious "involution" and self-consuming behavior
.
Are lessons like PD-1/PD-L1 not profound yet? Now monoclonal antibodies, bispecifics, and even more specificities are also predictable: Although there are good reasons for improvement and innovation under the premise of such a platform, and the cost is minimal, almost all of them are on the competitive track of anti-tumor monoclonal antibodies.
, The essence is to track the serious performance of imitation plot
.
Recently, similar scenarios with monoclonal antibody drugs have appeared in the fields of CAR-T and gene therapy.
Various science and technology development parks have rushed to invest huge amounts of money on the same target or technology platform.
Especially the expensive CAR-T therapy is not yet known who will pay for it.
Can it be fruitful? At present, the domestic KRAS G12C inhibitor research and development is as hot as the PD-1/PD-L1 antibody, and there is a high probability that the historical scene will be repeated! When will the "involution" type "civil war" end? This is not only a waste of huge sums of money, but the key is to miss the opportunities that the times have given to the development of the pharmaceutical industry
.

Low-cost tracking imitation can quickly meet the needs of the majority of patients, which is also an urgent need in a society like ours that is not wealthy
.
Therefore, it is not that it cannot be imitated or innovated on the basis of imitation, but it is emphasized that mainstream and large pharmaceutical companies must develop innovative biologics for diseases and patients that have no cures in the past in this turbulent era, and set an example for small enterprises to transform and improve.
Cultivating talents, the company itself is also innovating and expanding in the process of transformation, becoming a powerful competitor in the international pharmaceutical market
.

If most industries in the country can do this, it will only be a matter of time before the low- and middle-income trap can be overcome!

The main body of innovation in Europe and the United States is small and micro enterprises led by scientists.
In fact, the domestic system is not linked to the system, and the idea of ​​innovation will never be supported by funds
.

5.
Academic exchanges should be equal, promote innovation, and should not be cronyism and suppress dissidents by title and status

What is innovative talent? Of course, to be able to innovate is to innovate talents
.
Regardless of whether there is a title of "innovative talent", innovation requires suitable working conditions and environment to give full play to energy, and innovative talents will give back to the society with innovative theories or products
.

In recent years, a new industry has emerged, that is, intermediary companies
.
There are many good intermediary companies.
This is indisputable.
The bridge of communication between government departments, investors, and R&D personnel with no market experience is steadfastly built.
There is no need to say too much
.

However, there are also many intermediary companies that are keen to engage in social circles, eat at all levels of government and parks, and slaughter ordinary scientific and technical personnel.
Each event is a level display: giving "big coffee" various superhuman treatments, under the spotlight Tout each other, speculate the concepts, and chase international hot spots (CAR-T, gene therapy, popular targets.
.
.
), there is no project scientific principle, reasoning logic and technical details that everyone needs; ordinary researchers even speak Roadshows also have to bear the cost of coming to the conference, not to mention the expensive participation fees for ordinary audiences
.
The science and technology activities that should be open to encourage everyone to participate in, let them engage in closed-door exchanges that require a certain identity to participate
.
Online and offline just turned around those translated articles and a few industry news, never expressing one's own views, speaking and arguing for the truth, real discussions and conflicting views
.
How can such an academic atmosphere become a trend in the field of science and technology characterized by openness?

The newly emerging scientific and technological fields like biopharmaceuticals that integrate various disciplines do not and do not need any authority.
They only need far-sighted original ideas and technological innovation, and they need to make progress through continuous learning and exploration
.
The phenomenon of showing colorful academic hats, superior status, and overwhelming others can only hinder the development of innovative biopharmaceuticals, and hinder and suppress the ability of truly original talents
.
Even if the real young talents have whimsical ideas, if they are not given the opportunity and occasion to fully express, they will gradually "become everyone"
.

Only when everyone speaks freely and discussing issues on the basis of fairness and justice can inspire innovation and originality; fake talents who wear various academic laurels who are only appreciated by leaders naturally dare not appear on stage (unfortunately, domestic conferences are polite first, challenge The authority is rare); the entire industry can be vigorous, and the role of genuine original talents in leading the trend can be displayed and brought into play
.

6.
I hope that the country will reform the industry investment system and bring strong development momentum to the real innovation of biopharmaceuticals

Our country's innovation capability is a distance away from the United States.
If we impose various unreasonable restrictions on innovation and completely control investment by outsiders, the result will be no originality
.
Managers and investors, wearing a variety of "innovative" academic official hats, will find all kinds of reasons why they cannot innovate, and then follow the trend of investment, play with concepts, and speculate on themes.
At most, they are just micro-innovation or even pseudo-innovation
.

It is no longer the initial exploration stage of biopharmaceuticals in the 1980s, and it is clear that most industry resources will be transformed into biopharmaceuticals
.
There are some conventions in the current industry system.
For example, letting people who don’t understand technology manage investment is "blind and touch the elephant.
" The direct consequence is to bypass the path of original biopharmaceuticals.
; The second side effect is the misconception that biopharmaceuticals are risky, time-consuming, and have a low success rate
.
These make it difficult for small and medium-sized pharmaceutical companies looking for transformation opportunities to make correct decisions.
They dare not step into new fields like biopharmaceuticals and stay in the wait-and-see stage, which obviously hinders the development of the national and local pharmaceutical industry
.

Therefore, in order for the national pharmaceutical industry to adapt to the era on a larger scale and scope, transform biopharmaceuticals, and at the same time expand talent employment channels for low, medium and high-tech talents, management and research and development that have grown up under the traditional small-molecule drug system People need time to understand the biopharmaceutical process
.
It is hoped that personnel with experience in traditional drug development can take the initiative to accept new ideas and shorten this time as much as possible
.
In addition, drugs must be safe and effective regardless of their large, small molecules or other forms.
This is unchanged
.
Therefore, the experience of traditional pharmacists can also play a significant role in the biopharmaceutical process, especially in animal trials and clinical phases
.

In particular, I hope that the country can improve the industry system and rules that are not conducive to the development of productivity, so that talents who understand biopharmaceuticals and investment can join the ranks of judges; let people with innovative ideas and traditional practical experience combine to make our pharmaceutical companies innovate In the next few hundred years, the product will be able to cross the world and heal people of all skin tones regardless of yellow, white or black
.

Innovation has always been a life of nine deaths, but we must have the pride of "being good in the heart, even though it is nine deaths, we still have no regrets"
.

Fortunately, to make biopharmaceuticals now, there is no need for the self-sacrifice spirit of Professor Tu Youyou’s ancestors to test drugs.
In reality, the success rate of well-designed biopharmaceutical projects is also higher than the probability of "nine deaths" (10%), living in such a turbulent era.
, Don’t "face the frontiers of world science and technology, face the main economic battlefield, face the country’s major needs, and face the people’s lives and health," when will we still have to wait for innovation and entrepreneurship immediately? !

We must be full of confidence and pride, ride on the big ship of this era of biopharmaceuticals, fully participate in international competition, strengthen China's pharmaceutical industry, and move towards the goal of meeting the expectations of human healthy life in the magnificent blue ocean of original and innovative drugs
.

It is also fully prepared to lead the next transformation of the pharmaceutical industry
.