Pharmaceutical companies have entered the adjustment period, and several major segments are still receiving attention!

【Pharmaceutical Network Market Analysis】Affected by the epidemic, collection and other factors, the downward pressure on the pharmaceutical industry has begun, most pharmaceutical companies have a hard time, and the decline in the volume and valuation space of the entire industry is obvious
.
However, in the industry's view, in the past, the valuation of the entire biomedical industry was high, and it is normal for pharmaceutical companies to enter the adjustment period
.
And from the perspective of segmentation, there are still many tracks worth paying attention to, such as innovative drugs, medical devices, life science services and medical equipment consumables
.
The industry pointed out that the current market focus will be different from before, for example, in the field of innovative drugs, the focus will be biased towards the focus track that is doing very well in the segment, such as nucleic acid drugs
。 It is understood that nucleic acid drugs can break through the limitations of small molecule drugs and antibody drug target protein drugmaking, has unique advantages, and the field of indications continues to expand, small nucleic acid drugs from genetic diseases to chronic diseases to expand, in recent years, with the continuous breakthrough of core technologies such as chemical modification and delivery systems, as well as favorable policies and active capital, the market potential of nucleic acid drugs has emerged, and the development of the industry is in the ascendant
.
Innovative medical devices In the field of medical devices, the industry believes that innovative enterprises in the fields of imaging and supporting equipment, cardiovascular devices, surgical robots, minimally invasive surgery and orthopedic devices are worthy of attention
.
Recently, the results of the national mining of the spine have landed, and the decline is expected to be slightly better than expected
.
Zhongtai Securities said in the research report that on the whole, under the continuous improvement of demand driven by the wave of population aging, domestic enterprises are expected to continue to benefit from the increase in market concentration and import substitution, and it is recommended to pay attention to the head enterprises
with rich product lines and continuous improvement of comprehensive competitiveness.
The state also encourages and supports the development of innovative medical device industry
.
At the beginning of September, the National Medical Security Bureau said in a reply that the focus of centralized procurement is on some high-value consumables varieties with large clinical usage, more mature clinical use, higher procurement amount, and more adequate market competition, while the clinical use of innovative medical devices is not yet mature, the amount of use is temporarily difficult to predict, and it is still difficult to implement the method
of carrying volume.
The industry believes that from the signal of the Medical Insurance Bureau, innovative devices can enjoy the dividend period of non-collection, and a certain space is left outside the collection to support innovation
.
Life science services and consumables In the field of life science services and consumables, China's life science field research started late, imported manufacturers accounted for the main high-end market share, and domestic enterprises were concentrated in the low-end product market
.
With the continuous increase of research and development of domestic enterprises and the improvement of independent production capacity, it will continue to break through the neck link of foreign cards, and it is expected to usher in a good development
.
According to industry forecasts, the global market size of life science services and products will grow from $12 billion in 2021 to $30 billion in 2028, with a CAGR of 14%
in 2021-2028.
AI Pharmaceutical In addition, such as the AI pharmaceutical track is also receiving more and more attention from capital, and the industry has ushered in explosive growth
.
At present, not only listed pharmaceutical companies and medical institutions have entered the AI pharmaceutical track, but also high-efficiency colleges and universities and some large technology manufacturers are also competing to lay out the AI pharmaceutical field
.
Artificial intelligence + pharmaceutical research and development aims at the pain points of high research and development costs, difficult target screening, and high research and development failure rate of traditional pharmaceuticals, with the improvement of efficiency and success rate as a breakthrough to empower new drug research and development, and the industry is expected to bring major changes
to the new drug industry.
Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.