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[Pharmaceutical Network Market Analysis] In recent years, driven by policies, capital, and talents, China's innovative drugs have continuously entered the harvest period and embarked on the road of internationalization
.
From a policy point of view, innovative drugs are constantly being encouraged by favorable policies.
Among them, the "14th Five-Year Plan" for the Development of Pharmaceutical Industry pointed out that during the "14th Five-Year Plan" period, the industry-wide R&D investment will increase by more than 10% annually; by 2025, innovation The proportion of new sales of products in the incremental operating income of the whole industry has further increased
.
In addition, some industry sources said that medical insurance negotiations will shorten the life cycle of innovative drugs
.
At present, China has conducted five rounds of medical insurance drug negotiation for innovative drugs.
The average decline of innovative drugs selected for the first time is basically more than 50%
.
From a capital point of view, pharmaceutical financing incidents continue
.
Data shows that in 2021, there will be 533 domestic financing events, with an amount of 111.
3 billion yuan
.
In addition, emerging biotech companies continue to emerge, and the demand for financing is strong
.
It is reported that in 2022, pharmaceutical financing is still rising
.
According to statistics, on April 22, 2022, a total of 3 investment and financing events were disclosed in the medical and health field, involving 2 domestic companies and 1 foreign company, with a total financing of about 463 million yuan
.
Among them, Shengfang Pharmaceutical R&D has completed the A round of financing of 52 million US dollars, and cis-juhe Bio has completed the A round of financing of 100 million yuan
.
Judging from the current competitive landscape in the field of innovative drugs, biological drug targets are mostly concentrated on popular targets such as PD-1 and VEGF, and cell therapy is concentrated on CD19
.
On the innovative research and development track of PD-1, a new drug for the treatment of tumors, the competition of domestic innovative pharmaceutical companies has gradually shifted to overseas markets.
Among them, Innovent Bio, Junshi Bio, Affinity Bio, and BeiGene have successively applied to overseas markets.
List related products
.
For example, Junshi Bio announced that toripalimab, an anti-PD-1 monoclonal antibody developed by the company for the treatment of small cell lung cancer (SCLC), has been granted orphan drug designation by the U.
S.
Food and Drug Administration (FDA)
.
Analysts pointed out that the current domestic cell therapy drugs are starting in the first year and entering the harvest period
.
For example, in 2021, two domestically produced CAR-T drugs will be approved in China, with outstanding revenue-generating capabilities
.
In February this year, Innovent Bio's BCMACAR-T was approved by the FDA, and the first domestic cell therapy drug was successfully launched overseas
.
The FDA issued a draft CAR-T drug development to guide and further regulate the development of the technology
.
In addition, the ADC track is also very hot, and domestic companies are scrambling to deploy ADC drugs, and their targets are mostly focused on HER2
.
However, insiders said that under the ready-to-go situation, technological advantages will become the core competitiveness of enterprises
.
It is reported that Rongchang Bio’s overseas authorization of ADC drugs has benefited 2.
6 billion US dollars, setting a new record
.
In addition, Zhejiang Medicine recently issued an announcement that anti-HER2-ADC was approved for clinical trials
.
According to the announcement, Zhejiang Xinma Biopharmaceutical Co.
, Ltd.
, a subsidiary of the company, received the approval and issuance of the recombinant humanized anti-HER2 monoclonal antibody-AS269 conjugate (ARX788) for injection by the State Drug Administration (the original announcement was referred to as "anti-HER2- ADC") "Drug Clinical Trial Approval Notice", agreeing to conduct clinical trials for the treatment of HER2-expressing or mutated advanced solid tumors
.
Regarding the development of innovative drugs, some analysts pointed out that there are three major opportunities for innovative drugs at present.
One is the strong support of policies
.
Second, licensing cooperation (License) is increasingly active, and Chinese new drugs are constantly "going out" and "bringing in"
.
The third is the rise of pharmaceutical outsourcing (CXO) companies, which help shorten the time for new drug research and development, control research and development costs, and reduce risks
.
From the perspective of authorization cooperation, the data shows that as of the end of November 2021, there were 122 license-ins of domestic pharmaceutical companies, a year-on-year increase of 72%
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
From a policy point of view, innovative drugs are constantly being encouraged by favorable policies.
Among them, the "14th Five-Year Plan" for the Development of Pharmaceutical Industry pointed out that during the "14th Five-Year Plan" period, the industry-wide R&D investment will increase by more than 10% annually; by 2025, innovation The proportion of new sales of products in the incremental operating income of the whole industry has further increased
.
In addition, some industry sources said that medical insurance negotiations will shorten the life cycle of innovative drugs
.
At present, China has conducted five rounds of medical insurance drug negotiation for innovative drugs.
The average decline of innovative drugs selected for the first time is basically more than 50%
.
From a capital point of view, pharmaceutical financing incidents continue
.
Data shows that in 2021, there will be 533 domestic financing events, with an amount of 111.
3 billion yuan
.
In addition, emerging biotech companies continue to emerge, and the demand for financing is strong
.
It is reported that in 2022, pharmaceutical financing is still rising
.
According to statistics, on April 22, 2022, a total of 3 investment and financing events were disclosed in the medical and health field, involving 2 domestic companies and 1 foreign company, with a total financing of about 463 million yuan
.
Among them, Shengfang Pharmaceutical R&D has completed the A round of financing of 52 million US dollars, and cis-juhe Bio has completed the A round of financing of 100 million yuan
.
Judging from the current competitive landscape in the field of innovative drugs, biological drug targets are mostly concentrated on popular targets such as PD-1 and VEGF, and cell therapy is concentrated on CD19
.
On the innovative research and development track of PD-1, a new drug for the treatment of tumors, the competition of domestic innovative pharmaceutical companies has gradually shifted to overseas markets.
Among them, Innovent Bio, Junshi Bio, Affinity Bio, and BeiGene have successively applied to overseas markets.
List related products
.
For example, Junshi Bio announced that toripalimab, an anti-PD-1 monoclonal antibody developed by the company for the treatment of small cell lung cancer (SCLC), has been granted orphan drug designation by the U.
S.
Food and Drug Administration (FDA)
.
Analysts pointed out that the current domestic cell therapy drugs are starting in the first year and entering the harvest period
.
For example, in 2021, two domestically produced CAR-T drugs will be approved in China, with outstanding revenue-generating capabilities
.
In February this year, Innovent Bio's BCMACAR-T was approved by the FDA, and the first domestic cell therapy drug was successfully launched overseas
.
The FDA issued a draft CAR-T drug development to guide and further regulate the development of the technology
.
In addition, the ADC track is also very hot, and domestic companies are scrambling to deploy ADC drugs, and their targets are mostly focused on HER2
.
However, insiders said that under the ready-to-go situation, technological advantages will become the core competitiveness of enterprises
.
It is reported that Rongchang Bio’s overseas authorization of ADC drugs has benefited 2.
6 billion US dollars, setting a new record
.
In addition, Zhejiang Medicine recently issued an announcement that anti-HER2-ADC was approved for clinical trials
.
According to the announcement, Zhejiang Xinma Biopharmaceutical Co.
, Ltd.
, a subsidiary of the company, received the approval and issuance of the recombinant humanized anti-HER2 monoclonal antibody-AS269 conjugate (ARX788) for injection by the State Drug Administration (the original announcement was referred to as "anti-HER2- ADC") "Drug Clinical Trial Approval Notice", agreeing to conduct clinical trials for the treatment of HER2-expressing or mutated advanced solid tumors
.
Regarding the development of innovative drugs, some analysts pointed out that there are three major opportunities for innovative drugs at present.
One is the strong support of policies
.
Second, licensing cooperation (License) is increasingly active, and Chinese new drugs are constantly "going out" and "bringing in"
.
The third is the rise of pharmaceutical outsourcing (CXO) companies, which help shorten the time for new drug research and development, control research and development costs, and reduce risks
.
From the perspective of authorization cooperation, the data shows that as of the end of November 2021, there were 122 license-ins of domestic pharmaceutical companies, a year-on-year increase of 72%
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
