In 2022, a large number of domestic innovative drugs will gradually usher in the harvest period!

In recent years, as policies such as centralized procurement have forced the pharmaceutical industry to innovate and upgrade, domestic pharmaceutical companies have continued to increase their R&D investment, and their innovation capabilities have continued to improve.
Coupled with the acceleration of new drug approval and review, the number of domestic innovative drugs on the market has continued to grow.
By 2021 In the first half of the year, 19 domestic innovative drugs have been approved for marketing
.
In 2022, a large number of domestic innovative drugs will gradually usher in the harvest period
.
For example, according to recent news, Zhangjiang-based Junshi Bio, Chi-Med, Henlius and Antengene Pharmaceuticals have been approved for innovative drugs.
The four products are adalimumab injection, fruquintinib, and Hanlikang.
And XPOVIO, the indications are mainly used for the treatment of rheumatoid arthritis, tumors and other fields
.
Among them, Chi-Med’s fruquintinib is the first self-innovative oncology drug to be marketed in Macau based on the approval of the State Food and Drug Administration, and Antengene’s XPOVIO is the first XPO1 inhibitor approved for marketing in Singapore.
Relevant patients bring new treatment options
.
Hengrui Medicine announced on the evening of January 3 that the company's new breast cancer drug Dalcelix and a new class 1 hypoglycemic drug, Henggliflozin, have been approved by the State Food and Drug Administration
.
Among them, Darcieri is the first self-developed CDK4/6 inhibitor in China, which will bring benefits to the majority of HR+/HER2- breast cancer patients after the launch
.
Henggliflozin is the first domestically-made innovative SGLT2 inhibitor approved so far, and its indication is to improve blood sugar control in adult patients with type 2 diabetes
.
It is reported that Hengrui Medicine's Glipidin tablets are still in the development of compound preparations with metformin and DPP4 inhibitors, and it is expected to provide more diversified options for clinical application of diabetic patients in the future
.
Up to now, the number of innovative drugs approved for marketing by Hengrui Medicine has increased to 10
.
In addition, Hengrui Medicine has more than 50 innovative drugs under clinical development, and more than 240 clinical trials are carried out at home and abroad, forming an echeloned and rich product pipeline, and innovative drugs are gradually ushering in the harvest period
.
With the advancement of the research and development of innovative drugs in China, Fosun Pharma's innovative products have gradually entered the harvest period.
In recent years, the company's new drug launch news has continued, covering small molecules, biological drugs, and cell therapy.

.
At present, the company has 18 self-developed small molecule innovative drugs, 21 self-developed bio-innovative drugs, 14 self-developed biosimilar drugs, 13 licensed and imported innovative drugs, etc.
There are more than 70 major projects under development, and they are in different research and development.
stage
.
Behind the continuous innovation of major pharmaceutical companies, it means huge investment in research and development
.
Statistics show that in 2021H1, the R&D expenses of Hengrui Medicine, Fosun Pharma, Junshi Bio, and Innovent Bio have increased by 38.
48%, 30.
78%, 33.
62%, and 29% year-on-year, respectively
.
Among them, Hengrui Pharmaceutical, Fosun Pharmaceutical, CSPC, and Hansen Pharmaceutical R&D expense ratio (or the ratio of R&D expense to finished drug revenue) has reached 19.
42%, 11.
31%, 14.
4% and 15.
6%
.
In 2022, as the innovative drugs of a large number of domestic pharmaceutical companies enter the harvest period, the industry expects that some pharmaceutical companies are expected to account for more than 50% of the revenue of innovative drugs in the next one or two years, driving strong performance growth
.
It is reported that as of the first half of 2021, Hengrui Pharmaceutical's innovative drug business accounted for about 40% of the company's revenue, and Hansoh's innovative drug revenue accounted for about 30% in the first half of 2021
.
In addition, Fosun Pharma mentioned in its 2021 semi-annual report that newly listed varieties have contributed significantly to driving performance, and the proportion of revenue is about 17.
3%
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.