In order to achieve import substitution, pharmaceutical enterprises are constantly strengthening independent research and development

【Pharmaceutical Network Market Analysis】At present, innovative research and development has become the mainstream direction of innovative pharmaceutical companies, and it is also promoting enterprises to achieve further high-quality development
.
Taking BeiGene as an example, in the third quarter of 2022, BeiGene performed very well in the commercialization of innovative drugs, and its product competitiveness continued to improve
.
Specifically, BeiGene's core product BTK inhibitor BRUKINSA ® (zebrutinib) achieved global sales of CNY 1.
065 billion
in the third quarter.
Among them, BRUKINSA's ® sales in the United States increased more than twofold year-on-year to 740 million yuan
.
In China, BRUKINSA ® achieved sales of CNY 270 million
in the third quarter.
Pharmaceutical equipment (Image source: Pharmaceutical Network) In addition, BeiGene's core self-developed product, the anti-PD-1 antibody Bezean ® (tislelizumab), continued to increase in the
third quarter.
In the quarter, Bazean's ® market sales in China reached 879 million yuan
.
From the performance of a single quarter, Bazean ® has achieved three consecutive quarters of growth
this year.
Under the general trend of pharmaceutical innovation, many domestic innovative drugs are currently seizing the time to enter the market, benefiting from this, the recent news about the approval of domestic innovative drugs for marketing and clinical approval is also constantly coming
.
For example, recently, the Class 1 innovative drug Linplisset tablets declared by Yingli Pharmaceutical were approved for marketing, and the indication is the treatment
of relapsed/refractory (R/R) follicular lymphoma (FL).
On November 9, Jiachen Xihai announced that the company's new drug JCXH-211 injection has been approved by the Center for Drug Evaluation (CDE) of the State Food and Drug Administration of China to carry out phase 1 clinical trials, and it is planned to develop the treatment of malignant solid tumors.
.
.
In addition to continuous efforts in innovative drugs, some pharmaceutical companies are accelerating the pace of research and development in generic drugs to seize the original research market
.
It is reported that Luye Pharmaceutical announced on November 10 that the company's holding subsidiary Boan Biotech independently developed denosumab injection (Boyoube) officially obtained the marketing approval of the National Medical Products Administration, public information shows that the denosumab antigen research enterprise is Amgen Company, which is a new RANKL inhibitor, is RANKL's fully humanized monoclonal IgG2 antibody, has a high affinity and specificity
for soluble, transmembrane forms of human RANKL 。 Prior to this, Jiangsu Kanghe Biopharmaceutical's paclitaxel (albumin-bound type) for injection has also been approved for production with generic Type 4, which is regarded as having been evaluated, becoming the sixth domestic enterprise
approved for this product.
The original research enterprise of the drug is an American Celgene company, whose domestic market share has fallen from more than 21% in 2019 to less than 1% in the first half of 2022, while the market share of domestic pharmaceutical companies such as CSPC Group and Hengrui Pharmaceutical has exceeded that of the original research
.
In order to achieve import substitution, pharmaceutical machinery companies are constantly strengthening independent research and development At present, more and more domestic pharmaceutical equipment manufacturers are also constantly strengthening independent research and development, cutting into the pharmaceutical industry chain from multiple links, and achieving import substitution
in all directions and fields.
For example, on October 17, Dongfulong issued an announcement that the China Securities Regulatory Commission had approved the company's registration application
for issuing shares to specific objects.
The company plans to raise an additional capital of no more than 3.
2 billion yuan, which is mainly used to increase the production capacity of pharmaceutical equipment and supplement working capital
.
It is reported that after the landing of Dongfulongding's additional fundraising and investment project, it can extend the company's industrial chain, build an integrated industrial ecology of CGT (cell and gene therapy) pharmaceutical equipment, instruments and consumables, change the market pattern dominated by the import of some CGT pharmaceutical equipment, seize the opportunity of import substitution, and continuously increase market share
in key areas.
On the same day, Ancai Hi-Tech replied to investors on the interactive platform that after the two phases of the pharmaceutical glass project in the company's Anyang base were put into operation, the annual production capacity is expected to be 10,000 tons
.
While accelerating the construction of the neutral borosilicate pharmaceutical glass project in Anyang base, the company will make full use of the resource advantages of Henan pharmaceutical glass market, cooperate with local governments to accelerate the integration of pharmaceutical glass tubes and glass bottles, expand the scale of pharmaceutical glass production capacity, extend the industrial chain, and create a new growth pole
for the company.
It is worth mentioning that at present, with the continuous improvement of the R&D strength of many pharmaceutical enterprises, many pharmaceutical companies also plan to increase the proportion of international revenue to meet the opportunity
of import substitution.
Among them, Chutian Technology plans to increase overseas sales by 30%-50% on the basis of this year in 2023, and expects the company to achieve overseas business revenue accounting for about 50% of total revenue around 2025, and strive to exceed domestic business income
around 2030.
Conclusion The industry expects that in the future, more and more enterprises in the pharmaceutical industry will better meet market demand through innovation and upgrading, and accelerate the pace
of import substitution.
Among them, the head domestic pharmaceutical machine enterprises with rich technical experience and R&D advantages will undoubtedly have more development opportunities
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.