The innovation of pharmaceutical companies has begun to roll in, and differentiated development will become the key to breaking the game

Recently, the Center for Drug Evaluation (CDE) of the State Drug Administration released the "Annual Report on the Current Status of Clinical Trials for New Drug Registration in China (2020)" (hereinafter referred to as the "Report")
.
"Report" data shows that in 2020, the drug clinical trial registration and information disclosure platform will register a total of 2602 clinical trials, and the top 10 targets of registered clinical drugs are PD-1, CYP51A1, VEGFR, PD-L1, DNA, EGFR , Microrubule, HER2, GLP-1R, JAK1, the total number of varieties is as many as 389, accounting for more than 10%
.
Among them, it is worth noting that more than 60 clinical trials have been carried out for targets such as VEGFR and PD-L1
.
For example, PD-1, which has always been sought after by enterprises, has nearly 100 clinical trials
.
The analysis believes that under the background of the normalization of medical insurance national talks and centralized drug procurement, such a phenomenon of clustering of innovative products and increasing homogeneity competition will cause more and more companies to choose to reduce prices to compete for the market, which is not conducive to innovative drugs.
The healthy development of the industry
.
Taking PD-1 as an example, Cinda reduced the annual treatment cost of "Daboshu" to less than 100,000 in 2019, and took the lead in passing medical insurance negotiations.
The PD-1 drugs of Hengrui Medicine, BeiGene, and Junshi Bio Qiqi also entered the medical insurance list through negotiations, and the annual treatment cost has been reduced to 50,000 yuan
.
And this week, PD-1 enters the 2021 medical insurance negotiations again.
The industry predicts that the average annual treatment cost of domestically-made PD-1 may be reduced to less than 35,000 yuan after this negotiation
.
It can be clearly seen from the above that the homogeneity of innovation in pharmaceutical companies, and the high degree of duplication of products and product lines under development, will obviously hinder the high-quality development of the domestic innovative drug industry and enterprises
.
Industry analysts believe that the reason is that, on the one hand, the accumulation of basic research on new drug creation in my country is relatively weak, the layout of applied basic research is insufficient, and the basic research results such as new targets, new mechanisms and new methods are lacking; on the other hand, it is lacking.
A series of basic research and applied basic research based on new drug achievement
.
The superposition of multiple factors has caused the research and development of many innovative drugs in China to only target “tracking innovation” with known foreign targets.
The status quo of independent research and development projects is not easy to appear, and the homogeneity is serious
.
In this regard, the industry has proposed that it is necessary to solve the problem of "innovation of pharmaceutical companies" through various efforts
.
Among them, for enterprises, it is necessary to boldly try new innovation models, apply new technologies, improve R&D efficiency, and reduce R&D costs; for policies, it is necessary to establish a win-win and innovative payment system to continue to cultivate pharmaceutical innovation groups with long-term innovation motivation.
; For capital, we must be brave enough to support the revolution in research and development of disruptive technologies
.
In fact, it is worth mentioning that more and more pharmaceutical companies are actually paying more and more attention to the issue of homogenization of innovation and are already adjusting their strategies
.
If a considerable number of innovative pharmaceutical companies are laying out R&D pipelines with "clinical value" as the guide, for example, Corning Jereh's upcoming global headline subcutaneous injection of PD-L1 inhibitor KN035 (Envolimab) is already in the dosage form.
Optimize the way of administration to help patients alleviate the pain of treatment
.
In addition, although Hengrui and other traditional pharmaceutical companies have lost their first-mover advantage in R&D, they are also increasing their competitiveness by continuously increasing market promotion
.
In addition, some companies are accelerating the expansion of product indications.
For example, Jiahe Biologics has focused its PD-1 monoclonal antibody product development strategy on differentiated indications in the Chinese market
.