Healthcare: Looking forward to the great era of innovation To recommend 11 shares

the features, logic and main conclusions of this report In 2011 we released the first innovation drug in-depth report of the market , three years has passed, the market for the investment opportunities for innovative drugs opportunities more and more attention, domestic innovation drug research and development environment is gradually improving, industry atmosphere is becoming more and more intense Based on the report three years ago, this report further analyzes the latest developments in the field of international innovative medicines, and focuses on the changes in China's innovative drug environment over the past three years We expect a better domestic innovation drug development environment, but the three-year change is really beyond our expectations We believe that the time for china's innovative drug research and development is gradually maturing, in the near future is expected to usher in the era of innovation drug development, can focus on the layout of the in the field of innovative pharmaceutical research and development, led by Hengrui Pharmaceuticals
the investment
opportunities of the company's .　　Inspiration from the international field of innovative medicine, but where is the way? From the perspective of international research and development dynamics, the number of new drugs market in 2013 reached a record high, nearly doubled in the past decade, more and more new drugs have been developed, new anti-cancer drugs are still hot spots, biological drug research and development is growing rapidly
; However, the trend is that the domestic policy environment is gradually improving.　　Domestic innovative drug research and development: three years of obvious environmental improvement, the big era is coming from a policy point of view, three years of good times, from a non-policy point of view, a number of factors indicate that the innovation drug research and development environment in recent years continued to improve: 1) the financial aspect, three years of pharmaceutical R and D investment continued to increase, large enterprises more investment; In terms of the rise of the entrepreneurial boom of talents, 3) industry chain, THE RAPID development of CRO, CMO, China's innovative pharmaceutical enterprises are rapidly learning the developed countries before the market of innovative drugs pre-clinical research, clinical research and other formal operation methods and advanced experience, accelerate the development of China's innovative medicine field; 4) economic benefits, innovative drugs can be said to be the first time in China's obvious profit-making effect.　　Grasp the development trend of China's innovative medicine field, look forward to the innovation era, Hengrui Medicine and other industries worthy of focus on the development trend of drug research and development, China's innovative drug research and development time gradually mature, is expected to gradually become the global drug innovation center, biological drug research and development will become the star sub-field in the next few years, Chinese medicine resources will become an important source of innovative drugs; From the point of view, imitation will continue to develop, innovation and imitation in the future is expected to coexist, encouraging innovation will be the trend of future policy, from the perspective of the research and development system, enterprise-oriented innovation research and development pattern is forming, research and development park driven by research and development innovation has been formed, domestic enterprises and multinational pharmaceutical enterprises to develop cooperation may become a trend of future innovation drug research and development.　　We believe that the time for innovative drug research and development is gradually ripe, Hengrui Pharmaceuticals, Jiangsu Howsen in the research and development advantages of innovative drugs far ahead of other enterprises, worthy of focus Other listed companies that have a layout in the field of innovative drugs
such as Haizheng, Hesco, Enhua, Yu Heng, Collum, Lizhu, Tianshili, Manfu, Jingxin, etc., deserve continuous follow-up attention.　　Risk Warning: The progress of the approval and listing of innovative drugs by the relevant listed companies is lower than expected.　　View the full text of this report PDF Responsible Editor: Magina