Innovative medicine ushers in the golden window, the future of good enterprises will stand out

Pharmaceutical Network Market Analysis: With the introduction of the policy of "conformity evaluation" and "4 plus 7" with volume procurement, pharmaceutical enterprises will be forced to focus on innovation, the 2019 medical insurance negotiations will also include a number of innovative drugs into the health insurance, will inspire more enterprises;
In addition, with the science and technology board, Hong Kong stock main board to allow unprofitable biotechnology companies listed, there are also a large number of innovative pharmaceutical companies piled into the capital marketFrom the Hong Kong stock market, the 2019 hong Kong pharmaceutical sector listed 19 companies, including biopharmaceutical companies have 9The industry believes that innovative drugs ushered in the golden window, the major pharmaceutical companies are accelerating the process of pharmaceutical innovation, the future of good enterprises will stand out
Some industry sources pointed out that the current market-promising innovative pharmaceutical companies are five years ago to carry out innovative pharmaceutical layout of enterprises, such as China biopharmaceuticalsThe follow-up development will be the enterprise gradually through the product iteration, channel pipeline depth, to maintain its core competitive advantage in the field of major diseases, which requires investors to pay more forward-looking attention to the company's research and development
There are also industry insiders believe that the 2019 version of the health insurance catalog dynamic adjustment is conducive to the timely integration of innovative drugs into the rapid release of health insurance, which is optimistic about innovative pharmaceutical enterprises including Hengrui Pharmaceuticals, Cinda Bio, Kanghong Pharmaceuticals, Sansheng Pharmaceuticals, Lizhu Group and so on
On the whole, China's innovative pharmaceutical industry has a very broad prospectIn fact, the author also learned that there are many multinational pharmaceutical companies at the top even firmly believe that China in the next 5 to 10 years there will be a number of potential local innovative pharmaceutical companies
At the same time, because of the long time-consuming, high risk, long-term return characteristics of new drug research and development, so in order to improve research and development efficiency, reduce research and development costs and risks, some pharmaceutical companies will choose to new drug research and development process of different stages of outsourcing to professional companies, new drug research and development outsourcing industry will usher in good development opportunities, and therefore investors are optimistic
The industry believes that the pharmaceutical research and development outsourcing industry is a long-term cyclical industry, with the new drug research and development heat continues to rise, pharmaceutical research and development outsourcing industry will usher in a good time for development"CRO enterprises are to help the development of innovative drugs, as long as the development of innovative pharmaceutical enterprises are very good, these enterprises will not be worse in the futureIt is understood that pharmaceutical research and development services in the field of new drug research and development in the field of customer service stage, can be divided into contract research and development services (CRO), contract production services / contract production research and development services (CMO/ CDMO), respectively, corresponding to the field of new drug research and development of preclinical research and clinical research, customized production and research and development services and other industrial chain of different linksAccording to the estimates of F.S., the market size of China's clinical CRO in 2019 is 30.5 billion yuan, and the annual growth rate is expected to be 32.9% in 2018-2023
At the same time, the future of the CRO industry concentration will continue to improve, may form a number of large-scale head enterprises, such as Zhaoyan new drugs, drug Ming Kangde, Kanglong into and so onIn the long run, pharmaceutical outsourcing enterprises in addition to providing high-quality research and development and production services in the stage of specialization, may also need to continue to expand the industrial chain around customer demand, to provide customers with more services, in order to be more competitive.