The listing of 27 domestically-made innovative drugs involves Hengrui, Baekje, Hausen...

The approval of domestically-made innovative drugs for the market shows a blowout trend.

01 27 blockbuster drugs were launched

Recently, Cyberlan learned at the Fifth China Pharmaceutical Regulatory Science Conference that there were 27 innovative drugs approved in January-September 2021, which has far exceeded the number of innovative drugs approved in 2020

Including cyclopofol injection, enovirin tablets, haitropopaethanolamine tablets, haibomaibu tablets, savotinib tablets, levoornidazole phosphate disodium phosphate for injection and other blockbuster drugs, involving tumors and vaccines There are many well-known pharmaceutical companies such as Hengrui, Baekje, Hausen and other well-known pharmaceutical companies in the clinical urgent need for therapeutic drugs in fields such as rare diseases

Frost & Sullivan's independent market research report analysis pointed out that with the centralized procurement of generic drugs and the inclusion of innovative drugs in the new medical insurance, the Chinese pharmaceutical market is transforming to an innovation-driven market

From the perspective of domestic pharmaceutical companies, investment in innovative R&D continues to rise

Taking Hengrui Medicine as an example, according to the latest announcement, the third quarter achieved a net profit of 1.

In addition to Hengrui, other pharmaceutical companies are also increasing their investment in innovative research and development

02 There are still difficulties in the development of innovative drugs

It is undeniable that despite the vigorous development of innovative drugs, there are still difficulties in the development of innovative drugs

At the Fifth China Pharmaceutical Supervision Science Conference, Liu Changxiao, an academician of the Chinese Academy of Engineering, believed that the current enterprise innovation is too eager for quick success and quick profit, and innovation is risky, and not every step can be successful

Academician Liu Changxiao analyzed the reasons for the failure of new drug development, which is divided into two stages: 2016-2018 of the reasons for the failure of new drug development, effectiveness accounted for 79%, strategic accounted for 13%, and commercial accounted for 7%; 2019 -Among the causes of clinical failure in 2020, 60% of clinical endpoints do not meet the expected target, 30% of effectiveness failures caused by targets, and 10% of safety issues.

Judging from the research and development results of pharmaceutical companies in recent years, failure is still inevitable

In addition, the clustering of targets is also the current dilemma facing corporate innovation

As a relatively mature target, PD-1 is inevitable for pharmaceutical companies to enter the game

It can be seen that, whether it is R&D or target overheating, the development of innovative drugs will inevitably face certain difficulties

03 How do pharmaceutical companies do well in innovation

In recent years, with the advancement of sound pharmaceutical policies, the country has ushered in a major trend of innovation

At the Fifth China Pharmaceutical Supervision Science Conference, Academician Liu Changxiao believes that in the research and development of new drugs, the influencing factors of the synergy between society, the environment, and the government cannot be ignored

In addition, the current cooperative development between companies is also considered to be another way for pharmaceutical companies to innovate
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Essence Securities analysis pointed out that the cooperative development of pharmaceutical companies can reduce the number of developments of similar drugs and optimize the competitive landscape
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Cooperation between companies is expected to further advance and clarify the division of labor among domestic innovative pharmaceutical companies.
A group of companies with original innovation capabilities will focus more on cutting-edge technology development.
Under this new drug development trend, China is expected to achieve First-in-class in the future.
Drug development
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The continuous approval of innovative drugs for the domestic market is self-evident.
In addition to achieving breakthroughs in the field of major diseases to benefit patients, it can also reduce dependence on foreign new drugs
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For companies, the successful research and development of a drug will also bring rich returns to the company, which also leads to the knock-on effect that most companies are willing to invest in it
.

Although there are still difficulties in the development of innovative drugs in the future, as Academician Liu Changxiao said, "the road to innovative drugs is long and long, and I will search from top to bottom", the future of domestic pharmaceutical companies will also have a broader prospect for innovation and development
.