Compared with Western developed countries, China's biopharmaceutical industry started late, but in recent years, with the support of favorable policies and the continuous breakthrough of key technologies for the development and production of biological products, the domestic biomedical industry has ushered in rapid development and great
growth potential.
According to Frost & Sullivan's statistics, the compound growth rate of China's biological drug market size from 2013 to 2017 has reached 26%, and it is predicted that this market size will reach 478.
5 billion yuan
by 2022.
Local pharmaceutical companies have transformed this field, and the demand for "dressup" in the future is strong! (Image source: Pharmaceutical Network)
In recent years, it can be seen that the research and development of biological macromolecules represented by antibody drugs has increased, and local pharmaceutical companies have also accelerated their transformation and actively joined the biological drug research and development track for layout
.
For example, under the background of rising costs, stricter supervision and increasing market competition pressure, many traditional Chinese medicine companies have chosen to transform into the field of
biological drugs.
Guilin Sanjin revealed in a survey on June 16 this year that under the premise of ensuring stable cash flow, it will focus on the development of biological drugs, chemical drugs and the cultivation
of great health.
Among them, in terms of transformation to biological drugs, it mentioned, "12-13 years of domestic biopharmaceuticals are also just starting, when there was a large number of talents doing biopharmaceuticals abroad to return to China to start a business, the talent is relatively surplus, the rise of domestic biopharmaceuticals The government's support is also very large, and the company believes that it is a better time to
intervene in biopharmaceuticals.
" ”
In June 2021, Zhenbao Island announced that it will invest 400 million yuan in Tris Pharmaceuticals, with ADC as its core product, and enter the field of
biological drugs.
It is reported that the company has been focusing on the biomedical field since 2018, during which the ADC track
was determined after visiting.
In the same month of the same year, Jiuzhitang revealed that the company was in a period of gear shift and transformation
.
It is reported that the company was established as early as 2018 and invested in the American regenerative medicine company Systemedica, which is mainly engaged in the research and development, production and clinical work
of allogeneic adult stem cells and related derivatives.
For example, pharmaceutical circulation enterprises have also accelerated the pace of innovation and transformation, and Shanghai Pharmaceutical has spent 1.
4 billion yuan to set up a joint venture company in 2019, and won 6 biological drugs such as the biosimilar BCD-021 of bevacizumab, which further accelerated its innovation and transformation
in the field of biomedicine.
In addition to the above pharmaceutical companies, as of now, a large number of pharmaceutical companies, including Hengrui Pharmaceutical, Xinda Biological, Junshi Biological, Fosun Pharmaceutical, as well as Chia Tai Tianqing, WuXi Biologics, Huahai Pharmaceutical and other pharmaceutical companies have laid out the field of
biological drugs.
According to Zhongkang CMH data, the total sales of China's hospital market in 2021 increased by 10.
1% year-on-year, of which the year-on-year growth rate of biological products was as high as 29%, far exceeding the year-on-year growth rate
of chemical drugs and proprietary Chinese medicines by 6% and 17%.
Based on this, the above institutions believe that as more pharmaceutical companies transform into the field of biological drugs, it will bring long-term and sustainable demand for repacking, which is expected to bring opportunities to the pharmaceutical equipment market, and the entire industry will also face upgrading, and related biological pharmaceutical equipment plates, local consumables, filler plates, etc.
may usher in growth space
.
The author understands that at present, many domestic pharmaceutical machine head enterprises have actively laid out in the field of biological drugs, continuously enriched the product echelon, improved the solution, and harvested the results
.
Among them, Chu Tian mentioned in the 2022 semi-annual report that the company has completed the equipment layout of the biopharmaceutical front-end stock solution preparation equipment and the production of gene and cell therapy drugs, and the company also listed this business sector as one
of the priorities for future development.
Under the continuous investment and layout, the revenue related to bioengineering solutions and stand-alone business of Chutian Technology in the first half of the year increased by 191.
29%
year-on-year.
Dongfulong in the field of domestic biopharmaceutical equipment is also one of the enterprises with rich product echelons, products covering biological fermentation tanks and reactors, biological separation and purification and ultrafiltration systems, etc.
In the field of consumables, the company has formed a perfect consumables program
in disposable bags (reaction bags with liquid bag storage bags), reagents (culture medium freeze storage and protection liquid), fillers, filtration (microfiltration deep ultrafiltration and nanofiltration), and hard packaging materials 。 It is reported that in the first half of this year, benefiting from the global development trend and production capacity construction of biological macromolecules such as antibodies and vaccines, the company's biological stock solution-related equipment has obtained more domestic and foreign market opportunities, and the overall solution capability of biological macromolecule equipment has continued to be improved
.
