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With the rapid development of the pharmaceutical market and continuous support of policies, the pharmaceutical industry has become one of the key directions in the industry in recent years
.
Judging from the investment and financing data of the pharmaceutical industry, from January to September this year, the amount of investment and financing was equivalent to that of the entire year of last year, and the financing growth rate has also reached a record high
.
From the perspective of the industry, in the context of the continued improvement of the pharmaceutical industry, there will still be huge investment opportunities in the pharmaceutical industry in 2022
.
Specifically, investment opportunities in at least five sub-sectors, including innovative drugs, innovative medical devices, medical services, medical consumption, and CXO, are worthy of attention
.
Among them, the upstream supply chain, innovative medical equipment, and CXO are the subdivisions that the industry recommends to focus on
.
It is understood
.
The supply chain of the upstream pharmaceutical industry, including raw materials, pharmaceutical equipment, consumables, equipment, IVD and life science services
.
Industry insiders believe that, as an upstream track, under the influence of the good development situation of the pharmaceutical industry, there will also be huge development opportunities in these fields
.
In the field of innovative drugs and innovative devices, due to the influence of policies and the external environment, the internal differentiation of the pharmaceutical sector has become increasingly obvious
.
The analysis believes that in the medium and long term, the development logic of high-prosperity sub-sectors such as innovative drugs is better and more certain
.
In this context, innovation is expected to be one of the core logics of pharmaceutical investment in the next 5-10 years.
With the support of measures such as the optimization and adjustment of the medical insurance structure and green approval channels, relevant innovative pharmaceutical companies will also be increasingly recognized by the market
.
However, the industry also pointed out that the internationalization of innovative drugs and innovative device leading companies will be a point that investors need to pay attention to
.
It is understood that in the past five to ten years, the biomedical industry, especially innovative drugs and innovative device companies, has reached a critical stage of transformation and upgrading through the accumulation of capital and talents
.
In this context, internationalization will become a key point that requires everyone to make breakthroughs in the future
.
In addition, in terms of medical outsourcing, including CRO and CDMO, in fact, it has always been a long-term optimistic track in the industry.
.
In the past 10 years, the global pharmaceutical outsourcing leaders have long outperformed the pharmaceutical index.
Many major innovations have occurred in some small and medium-sized enterprises, and the penetration rate of pharmaceutical outsourcing of these companies is obviously relatively high
.
In this regard, industry analysts believe that under the continuous adjustment of the domestic medical insurance drug catalog, the entire innovative drug market will enter a healthy and sustainable development
.
Affected by this, the increasing demand for innovative drug research and development will prompt the demand for domestic R&D and production outsourcing service companies to continue to increase.
It is recommended to pay attention to excellent companies on the CXO track
.
In general, from the perspective of investment, investors must look at the future; the definite growth in the future will be a matter of particular concern to investors
.
Therefore, under the condition that the long-term promotion logic of the procurement of drugs and consumables remains unchanged, the industry recommends that investors continue to focus on the innovative drug industry chain, high-end medical devices, medical services and medical consumption, and explore the second-tier with relatively low valuations.
Blue chip
.
.
Judging from the investment and financing data of the pharmaceutical industry, from January to September this year, the amount of investment and financing was equivalent to that of the entire year of last year, and the financing growth rate has also reached a record high
.
From the perspective of the industry, in the context of the continued improvement of the pharmaceutical industry, there will still be huge investment opportunities in the pharmaceutical industry in 2022
.
Specifically, investment opportunities in at least five sub-sectors, including innovative drugs, innovative medical devices, medical services, medical consumption, and CXO, are worthy of attention
.
Among them, the upstream supply chain, innovative medical equipment, and CXO are the subdivisions that the industry recommends to focus on
.
It is understood
.
The supply chain of the upstream pharmaceutical industry, including raw materials, pharmaceutical equipment, consumables, equipment, IVD and life science services
.
Industry insiders believe that, as an upstream track, under the influence of the good development situation of the pharmaceutical industry, there will also be huge development opportunities in these fields
.
In the field of innovative drugs and innovative devices, due to the influence of policies and the external environment, the internal differentiation of the pharmaceutical sector has become increasingly obvious
.
The analysis believes that in the medium and long term, the development logic of high-prosperity sub-sectors such as innovative drugs is better and more certain
.
In this context, innovation is expected to be one of the core logics of pharmaceutical investment in the next 5-10 years.
With the support of measures such as the optimization and adjustment of the medical insurance structure and green approval channels, relevant innovative pharmaceutical companies will also be increasingly recognized by the market
.
However, the industry also pointed out that the internationalization of innovative drugs and innovative device leading companies will be a point that investors need to pay attention to
.
It is understood that in the past five to ten years, the biomedical industry, especially innovative drugs and innovative device companies, has reached a critical stage of transformation and upgrading through the accumulation of capital and talents
.
In this context, internationalization will become a key point that requires everyone to make breakthroughs in the future
.
In addition, in terms of medical outsourcing, including CRO and CDMO, in fact, it has always been a long-term optimistic track in the industry.
.
In the past 10 years, the global pharmaceutical outsourcing leaders have long outperformed the pharmaceutical index.
Many major innovations have occurred in some small and medium-sized enterprises, and the penetration rate of pharmaceutical outsourcing of these companies is obviously relatively high
.
In this regard, industry analysts believe that under the continuous adjustment of the domestic medical insurance drug catalog, the entire innovative drug market will enter a healthy and sustainable development
.
Affected by this, the increasing demand for innovative drug research and development will prompt the demand for domestic R&D and production outsourcing service companies to continue to increase.
It is recommended to pay attention to excellent companies on the CXO track
.
In general, from the perspective of investment, investors must look at the future; the definite growth in the future will be a matter of particular concern to investors
.
Therefore, under the condition that the long-term promotion logic of the procurement of drugs and consumables remains unchanged, the industry recommends that investors continue to focus on the innovative drug industry chain, high-end medical devices, medical services and medical consumption, and explore the second-tier with relatively low valuations.
Blue chip
.
