In recent years, with the acceleration of the review and approval of innovative Chinese medicine drugs and the implementation of a number of substantial favorable policies for traditional Chinese medicine, China's innovative drug industry has developed rapidly, and the approval of new drugs has been increasing, since 2017, a total of 19 innovative traditional Chinese medicine drugs have been approved, of which 8 products have been approved for marketing in 2021, a record number
.
The research report released by Guosheng Securities on October 30 pointed out that innovative Chinese medicines have high enthusiasm and high probability of entering medical insurance, and the "price for volume" is imminent
.
Most of the 6 innovative Chinese medicines that have been included in the medical insurance catalogue have achieved "volume for price", coupled with a low base, the sales in 2022H1 were +902%~+5637%
year-on-year.
In 2022, the medical insurance negotiation rules are more favorable to innovative varieties, and the decline will be relatively moderated
.
Zheshang Securities also recently released a research report saying that the path for new traditional Chinese medicines, especially innovative traditional Chinese medicine drugs, to enter medical insurance is relatively smooth, and the bank believes that the combination of access and payment policies will help subsequent new traditional Chinese medicine drugs to quickly achieve volume
in hospitals.
Innovation is inseparable from the support of R&D investment, in this regard, the industry is generally optimistic about the traditional Chinese medicine enterprises that gnaw the "hard bones" of research and development, such as Kangyuan Pharmaceutical, Yiling Pharmaceutical, Jianmin Group, Fangsheng Pharmaceutical, etc
.
Among them, Kangyuan Pharmaceutical has a research team composed of about 400 scientific researchers to continuously promote the research and development of
new products.
As of the first half of 2022, the company has obtained 4 clinical trial notices and 1 production approval for traditional Chinese
medicines.
According to the third quarter report of 2022, in the first three quarters of this year, the company's R&D investment was 437 million yuan, and the year-on-year growth rate of R&D expenses was 29.
78%.
It is understood that the company's musculoskeletal painkiller gel was included in medical insurance at the end of 2020, and has achieved rapid volume in 2022, with revenue in the first three quarters of this year increasing by 554%
year-on-year.
With R&D investment of 552 million yuan in the first three quarters of this year, the company's main business is the research and development, production and sales of patented innovative traditional Chinese medicines, and is currently developing a series of patented traditional Chinese medicines
with independent intellectual property rights around six major types of diseases 。 In terms of the research and development of innovative traditional Chinese medicines, the company is currently applying for new drugs for the treatment of diabetic retinopathy, Luotong tablets for the treatment of rheumatoid arthritis, Chai Huang Choleretic capsules for the treatment of chronic cholecystitis, and Yuping Tongjiao tablets for the treatment of allergic rhinitis have completed phase II.
clinical research of new drugs, and phase III.
clinical research is being carried out; The treatment of children's colds in children Lianhua Qinggan granules has completed phase II clinical release
.
Although Jianmin Group's R&D expenses are not high, the year-on-year growth rate of R&D expenses in the first three quarters of this year has exceeded 60%, reaching 84.
7%.
Recently, the company reported that its Class 1.
1 TCM innovative drug Tongxi Granules was approved for clinical trials
.
Since 2018, the company's digestive system patent medicine has been approved for marketing 3 products, all of which are reported as new drugs, mainly gastric drugs (gastritis, ulcer) and diabetes drugs
.
Fangsheng Pharmaceutical revealed in the investor relations activity record form released on November 2 that the company has continued to focus on the development of innovative traditional Chinese medicine since 2021, and the company currently has deep R&D reserves for innovative traditional Chinese medicine, and the company has varieties under research such as leech dragon tong tablets, Yiqi tumor elimination granules, hemostatic pain granules and nonlitong granules, among which nonlitong granules have been declared and registered
.
The company said that it will continue to promote the optimization and adjustment of non-core businesses, better focus on the core business of innovative traditional Chinese medicine, seize historical development opportunities, and achieve steady development
of the company.
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