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The pharmaceutical industry is an important industry related to the national economy and people's livelihood, and is also a key area for the country to develop strategic emerging industries.
It is closely related to people's vital interests such as life, health and quality of life
.
In recent years, the overall development momentum of China's pharmaceutical industry has been good
.
And a series of policies are still accelerating the development of China's pharmaceutical industry
.
The analysis believes that under this background, China's pharmaceutical industry will also present three new development trends while ushering in a period of policy dividend opportunities in the future
.
The development of China's pharmaceutical industry will present three new trends (picture source: Pharmaceutical Network).
One is the gradual upgrading of innovation, and the number of license-out projects will increase
.
According to the author's understanding, in recent years, the domestic innovative drug industry has developed in full swing, and in the context of fierce market competition, more and more companies have begun to go global
.
According to incomplete statistics, since 2021, the number of overseas authorized transactions by local pharmaceutical companies has exceeded 30, involving pharmaceutical companies such as BeiGene, Rongchang Biotechnology, and Livzon Group
.
From the point of view of the single transaction amount, the transaction amount reached a new high during the year
.
Among them, Rongchang Biologics has the highest amount.
On August 8, 2021, Rongchang Biologics reached a cooperation agreement with Seattle Genes to develop and commercialize its new ADC drug, vedicitumumab.
The transaction amount was as high as US$2.
6 billion
.
It is worth mentioning that Rongchang Bio will receive a gradient sales commission from the high single-digit to more than ten percent of the net sales of Vidicuzumab in the Seattle gene region
.
The amount of this transaction set a record for the overseas authorized transactions of a single-variety local innovative drug company
.
In addition, BeiGene and Novartis also reached a large-scale deal
.
In January of this year, BeiGene authorized Novartis to develop, manufacture and commercialize tislelizumab in North America, Europe and Japan, and the transaction amounted to US$2.
2 billion
.
Industry analysts believe that with the rise of domestic innovative pharmaceutical companies, more and more independent research and development companies will be recognized by international companies; at the same time, in the context of escalating domestic pharmaceutical competition, local pharmaceutical companies will also "go overseas" in the future.
Will become the general trend
.
Second, the integration and collaboration between enterprises will continue to increase
.
At present, with the continuous advancement of medical reform, the enthusiasm for innovation of domestic pharmaceutical companies has been ignited, and a large number of companies have devoted themselves to the research and development of innovative drugs
.
However, it is worth noting that with the continuous progress of drug centralized procurement and medical insurance negotiations, continued drug price reductions have also become a trend
.
Affected by this, the pharmaceutical industry began to set off a wave of cooperation
.
It is reported that since the beginning of this year, the cooperation between pharmaceutical companies has been very frequent.
For example, the cooperation between local pharmaceutical companies and innovative pharmaceutical companies, innovative pharmaceutical companies and multinational pharmaceutical companies, and large and small companies are increasing and involve cooperation.
The amount is huge
.
Taking Hengrui as an example, in August, after Hengrui Pharmaceuticals and Wanchun Pharmaceutical reached a cooperation of over 1 billion yuan; then on November 21, Hengrui Pharmaceuticals issued an announcement stating that it had reached approximately 1.
3 billion yuan with CStone Pharmaceuticals.
The strategic cooperation agreement of CStone Pharmaceuticals introduced CS1002, an anti-CTLA-4 monoclonal antibody
.
The industry believes that through cooperation, companies can achieve greater mutual complementarity, risk sharing, flexibly mobilize resources from both parties, better promote R&D, accelerate the commercialization process, and benefit more patients; therefore, with China’s innovation With the development of medicines and the increasing R&D efforts of enterprises, there will be more and more cases of cooperation between domestic pharmaceutical companies in the future
.
The third is that pharmaceutical companies will accelerate their integration with digitalization
.
In recent years, as digitalization and intelligence have gradually become emerging forces in the transformation and upgrading of China's medical system, its integration and innovation with the pharmaceutical industry has also begun to become a new industry trend
.
It is understood that since this year alone, many companies have already made arrangements for digital transformation
.
For example, Shanghai Youlin Pharmaceutical Technology Co.
, Ltd.
has previously announced that it has completed an A+ round of financing of more than 100 million yuan
.
According to the announcement, after this round of financing, the funds obtained by Clinical Medicine will be used to accelerate the development and deployment of digital clinical trial systems and the expansion of professional clinical service teams
.
In addition, Kelun Pharmaceutical has also signed a cooperation agreement with Dipu Technology on the digital intelligence of medicine.
The two parties will focus on lean management to help Kelun build a multi-faceted digital and intelligent medicine platform.
.
In addition, BeiGene has also chosen to "hand in hand" with 1yao.
com, and clearly stated that it will cooperate around "Internet + medical health" to create doctor-patient communication, disease course management, and online and offline DTP delivery for Chinese cancer patients.
The whole-process digital "medicine + medicine" service model
.
On the whole, domestic pharmaceutical companies are currently using digital technology to accelerate digital transformation
.
In this regard, analysts pointed out that with the continuous progress and development of technology, in order to promote the high-quality development of the pharmaceutical industry, digital transformation will become an inevitable challenge for pharmaceutical companies and a major development direction in the future
.
It is closely related to people's vital interests such as life, health and quality of life
.
In recent years, the overall development momentum of China's pharmaceutical industry has been good
.
And a series of policies are still accelerating the development of China's pharmaceutical industry
.
The analysis believes that under this background, China's pharmaceutical industry will also present three new development trends while ushering in a period of policy dividend opportunities in the future
.
The development of China's pharmaceutical industry will present three new trends (picture source: Pharmaceutical Network).
One is the gradual upgrading of innovation, and the number of license-out projects will increase
.
According to the author's understanding, in recent years, the domestic innovative drug industry has developed in full swing, and in the context of fierce market competition, more and more companies have begun to go global
.
According to incomplete statistics, since 2021, the number of overseas authorized transactions by local pharmaceutical companies has exceeded 30, involving pharmaceutical companies such as BeiGene, Rongchang Biotechnology, and Livzon Group
.
From the point of view of the single transaction amount, the transaction amount reached a new high during the year
.
Among them, Rongchang Biologics has the highest amount.
On August 8, 2021, Rongchang Biologics reached a cooperation agreement with Seattle Genes to develop and commercialize its new ADC drug, vedicitumumab.
The transaction amount was as high as US$2.
6 billion
.
It is worth mentioning that Rongchang Bio will receive a gradient sales commission from the high single-digit to more than ten percent of the net sales of Vidicuzumab in the Seattle gene region
.
The amount of this transaction set a record for the overseas authorized transactions of a single-variety local innovative drug company
.
In addition, BeiGene and Novartis also reached a large-scale deal
.
In January of this year, BeiGene authorized Novartis to develop, manufacture and commercialize tislelizumab in North America, Europe and Japan, and the transaction amounted to US$2.
2 billion
.
Industry analysts believe that with the rise of domestic innovative pharmaceutical companies, more and more independent research and development companies will be recognized by international companies; at the same time, in the context of escalating domestic pharmaceutical competition, local pharmaceutical companies will also "go overseas" in the future.
Will become the general trend
.
Second, the integration and collaboration between enterprises will continue to increase
.
At present, with the continuous advancement of medical reform, the enthusiasm for innovation of domestic pharmaceutical companies has been ignited, and a large number of companies have devoted themselves to the research and development of innovative drugs
.
However, it is worth noting that with the continuous progress of drug centralized procurement and medical insurance negotiations, continued drug price reductions have also become a trend
.
Affected by this, the pharmaceutical industry began to set off a wave of cooperation
.
It is reported that since the beginning of this year, the cooperation between pharmaceutical companies has been very frequent.
For example, the cooperation between local pharmaceutical companies and innovative pharmaceutical companies, innovative pharmaceutical companies and multinational pharmaceutical companies, and large and small companies are increasing and involve cooperation.
The amount is huge
.
Taking Hengrui as an example, in August, after Hengrui Pharmaceuticals and Wanchun Pharmaceutical reached a cooperation of over 1 billion yuan; then on November 21, Hengrui Pharmaceuticals issued an announcement stating that it had reached approximately 1.
3 billion yuan with CStone Pharmaceuticals.
The strategic cooperation agreement of CStone Pharmaceuticals introduced CS1002, an anti-CTLA-4 monoclonal antibody
.
The industry believes that through cooperation, companies can achieve greater mutual complementarity, risk sharing, flexibly mobilize resources from both parties, better promote R&D, accelerate the commercialization process, and benefit more patients; therefore, with China’s innovation With the development of medicines and the increasing R&D efforts of enterprises, there will be more and more cases of cooperation between domestic pharmaceutical companies in the future
.
The third is that pharmaceutical companies will accelerate their integration with digitalization
.
In recent years, as digitalization and intelligence have gradually become emerging forces in the transformation and upgrading of China's medical system, its integration and innovation with the pharmaceutical industry has also begun to become a new industry trend
.
It is understood that since this year alone, many companies have already made arrangements for digital transformation
.
For example, Shanghai Youlin Pharmaceutical Technology Co.
, Ltd.
has previously announced that it has completed an A+ round of financing of more than 100 million yuan
.
According to the announcement, after this round of financing, the funds obtained by Clinical Medicine will be used to accelerate the development and deployment of digital clinical trial systems and the expansion of professional clinical service teams
.
In addition, Kelun Pharmaceutical has also signed a cooperation agreement with Dipu Technology on the digital intelligence of medicine.
The two parties will focus on lean management to help Kelun build a multi-faceted digital and intelligent medicine platform.
.
In addition, BeiGene has also chosen to "hand in hand" with 1yao.
com, and clearly stated that it will cooperate around "Internet + medical health" to create doctor-patient communication, disease course management, and online and offline DTP delivery for Chinese cancer patients.
The whole-process digital "medicine + medicine" service model
.
On the whole, domestic pharmaceutical companies are currently using digital technology to accelerate digital transformation
.
In this regard, analysts pointed out that with the continuous progress and development of technology, in order to promote the high-quality development of the pharmaceutical industry, digital transformation will become an inevitable challenge for pharmaceutical companies and a major development direction in the future
.