Industry: 2022 may be an important year for Chinese innovative drugs to be launched overseas

Looking back at 2021, the domestic innovative medicine industry has ushered in rapid development under a series of favorable factors such as favorable policies, talent influx, capital overweight, etc.
Looking forward to 2022, the industry is generally optimistic about the development of China's innovative drugs in 2022, and believes that next year will be the same.
An important year for domestically-made innovative drugs to be launched overseas
.
In terms of policies, with the continuous acceleration of new drug review and approval, and the promotion of major new drug creation projects and national key research and development plans, China has harvested a batch of new drugs with obvious clinical value and meeting clinical needs in 2021, bringing good news to patients
.
On July 2, CDE issued the “Notice Concerning the Public Solicitation of "Guiding Principles for Clinical Research and Development of Anti-tumor Drugs Oriented by Clinical Value", which was also interpreted by some market participants as a bad news for the pharmaceutical industry and would be beneficial to innovative drug companies.
a huge boost
.
At the same time, Central Purchasing, health care negotiations to carry out further reduce the price of drugs, pharmaceutical companies Forced innovation and upgrading
.
the industry is expected, with innovative drugs into the health insurance, Jicai speed continuous improvement, innovation and drug development The commercialization chain is expected to be quickly opened up
.
In terms of talents, with the momentum of domestic innovative drugs, a large number of high-level talents have returned from multinational pharmaceutical companies to local innovative drug companies
.
Among them, many former AstraZeneca executives have returned.
The development of local innovative drug companies
.
For example, according to recent news, Yin Min, AstraZeneca China's original oncology business unit, will join BeiGene in January 2022 as the chief commercial officer of Greater China.
At the same time, he will become BeiGene China’s leadership team and Member of the Global Executive Committee; In November, Du Haochen, the former vice president of AstraZeneca China and the head of the county business department, officially joined BeiGene as the head of the broad market; September 22, AstraZeneca's former Eastern RGM, sales consultant Committee Chairman Zhang Anwei joined Luoxin Group as the general manager of Luoxin's direct sales of innovative drugs and vice president of the group; on August 3, Dong Lijun, the former general manager of AstraZeneca China's digestion and full product development business department, served as Luo Xin's Deputy general manager, he also serves as the company's executive vice president and chief operating officer (COO)
.
In terms of capital, as the pharmaceutical innovation environment improves, domestic innovative drugs continue to rise, and there will be continuous investment and financing news in the domestic innovative drug field in 2021
.
For example, according to the news on September 26, Yinuo Pharmaceutical announced that it has completed tens of millions of US dollars in Series B financing.
This round of financing was led by the Shanghai Biomedical Fund.
Shanlan Capital, Tiliang Investment, Huasai Zhikang and Shangshi Tianxin followed Investment, the old shareholder Zhang Ke led the additional investment; September 13 news, Yinming Biotechnology announced that it has recently completed nearly 50 million US dollars in A+ round of financing
.
As Ming Bio's original investors Gaorong Capital, Jingcheng Capital, and Huacheng Venture Capital continued to make additional investments, the new investors Franciscan Capital, Yixian E-commerce, Haisong Capital, Efeng Capital, and Taixin Capital were added to this round of financing
.
In addition, with the continuous improvement of the strength of local innovative drug companies, the cooperation between leading companies and multinational pharmaceutical companies and even local pharmaceutical companies has become more frequent
.
For example, BeiGene recently announced that it has reached over US$2 billion in cooperation with Novartis Pharmaceuticals Group.
The two parties will jointly develop, produce and commercialize BeiGene’s TIGIT inhibitor ociperlimab in North America, Europe and Japan; December 13, Germany Qi Pharmaceuticals announced that it will join hands with Bristol-Myers Squibb to develop a combination therapy; on December 10, Rieger Pharmaceuticals and Eli Lilly and Company jointly announced that they have reached a research cooperation and patent license agreement.
The two parties will have clinical trials in the next few years.
Close cooperation in pre-drug development, clinical research and commercialization to jointly develop innovative therapies for metabolic diseases
.
Recently, the CITIC Construction Investment Research Report pointed out that it continues to be optimistic about the internationalization of leading innovative pharmaceutical companies.
At present, leading companies have begun to establish global R&D and clinical teams.
It is also an important path to establish strategic cooperation with large multinational pharmaceutical companies
.
2022 is expected to be an important year for Chinese innovative drugs to be launched overseas
.
In 2021, the amount of investment and financing of innovative medicines at home and abroad will continue to grow, and innovation is the continuing theme of medicine
.
At the same time, Gloria and Proton announced large orders one after another, and the transfer of the CDMO industry to China continued to advance
.
It is recommended to pay attention to companies with a high degree of internationalization and emerging high-growth CGT tracks
.