Recently, according to the notice issued by the National Organization Drug Joint Procurement Office, the results of the seventh batch of national centralized procurement of drugs were implemented in November, and 60 kinds of drugs were selected in this centralized procurement, with an average price reduction of 48%, involving 31 treatment categories, and it is expected to save 18.
5 billion yuan
per year according to the agreed procurement volume.
The industry said that with the normalization of the centralized procurement policy, the generic drug market is expected to shrink, and innovative drugs are expected to usher in greater market prospects
.
At the same time, the main focus of the second half of the pharmaceutical industry is undoubtedly high-quality innovative drug companies
.
Analysts pointed out that the research and development of innovative drugs takes a long time, the investment is large, and the industry threshold is a typical R&D-driven industry, and if enterprises want to win in long-term competition, R&D investment and pipeline layout are important reference indicators
.
In terms of drug R&D pipelines, Hengrui Pharmaceutical has 105, CSPC Group has 64, China Biotech Group has 60, Fosun Pharma has 55, Junshi Biologics has 47, and BeiGene has 42
.
Among them, Hengrui heavy warehouse tumor, the research and development varieties basically cover liver cancer, gastric cancer, prostate cancer, ovarian cancer, cervical cancer and other high-incidence tumors in China, especially in the field of lung cancer and breast cancer research and development pipeline, the dominant position is very prominent
.
For example, from the perspective of the first three quarters of this year, Hengrui Pharmaceutical's R&D expenses have reached 3.
498 billion yuan, and it is estimated that with the new development expenditure in the current period, its R&D investment has exceeded 4.
5 billion yuan, accounting for 28.
3%
of revenue.
With heavy investment, Hengrui Pharmaceutical's innovative drugs have gradually ushered in the harvest period
.
For example, at the end of June 2022, the androgen receptor (AR) inhibitor revilutamide (trade name Iridun) independently developed by Hengrui Pharmaceutical was approved by the State Food and Drug Administration for the treatment of patients with metastatic hormone-sensitive prostate cancer (mHSPC) with high tumor burden
.
Less than a month after being on the market, the first prescription
for the drug was issued in July this year.
So far, Arion has issued 700 prescriptions
in nearly 30 provinces and municipalities.
At the same time, Hengrui Pharmaceutical also revealed that in the third quarter of 2022, Hengrui Pharmaceutical's research and development of a number of innovative drugs has made progress
.
In addition, as a pharmaceutical company on a par with Hengrui, Fosun Pharma invested a total of 3.
761 billion yuan in R&D in the first three quarters of this year, a year-on-year increase of 19.
36%, and its proportion in revenue rose to 11.
9%.
Among them, R&D expenses were 2.
849 billion yuan, a year-on-year increase of 435 million yuan, an increase of 18.
02%, and the R&D intensity continued to increase
.
It is reported that with the continuous increase in R&D investment, Fosun Pharma has also made new progress
in its products under development.
For example, in October 2022, the marketing registration application for the third indication of its joint venture Fosun Kate's CAR-T cell therapy product iKaida (Aquilenxel injection) was accepted and included in the list of
priority review varieties.
In the field of oncology drugs, as of October 30, 2022, the marketing applications for three indications of Fosun Pharma's PD-1 drug hansiform (serplulimab injection) have been successively accepted by the State Food and Drug Administration.
Hanqu You (trastuzumab for injection) was approved for marketing in Australia in
July 2022.
In addition, the investment in R&D of companies such as BeiGene, Salubris and Kelun Pharmaceutical is also worth paying attention
to.
In the first half of this year, BeiGene's R&D expenditure reached 5.
016 billion yuan, a year-on-year increase of 20.
82%; Salubris' R&D expenses in the first three quarters soared 67% year-on-year to 358 million, accounting for 14% of revenue; Kelun Pharmaceutical's R&D expenditure in the first three quarters was 1.
204 billion yuan, becoming one of the few innovative drug companies
with a research and development of more than 1 billion.
It is reported that BRUKINSA is BeiGene's leading product
.
Since the beginning of this year, BRUKINSA's sales have grown strongly, with global sales totaling 1.
514 billion yuan in the first half of the year, compared with 417 million yuan
in the same period last year.
In addition, according to an announcement from BeiGene on November 2, the European Commission (EC) has granted marketing authorization to BRUKINSA (zebrutinib capsules) for the treatment of adult patients
with relapsed/refractory marginal zone lymphoma who have received at least one prior anti-CD20 therapy.
According to the industry, BeiGene's revenue in the first half of this year was only 4.
2 billion.
But BeiGene's huge investment has given it a place
in the competition for innovative drugs in China.
At present, Salubris has more than 20 innovative drugs under development, of which at least 6 are in phase III clinical and NDA stages, and can be marketed; As of the first half of this year, Kelun Pharmaceutical has 14 innovative drug clinical projects, focusing on malignant tumors, liver diseases, cardiovascular, anesthesia and analgesia, autoimmunity and other fields
.
It is understood that in recent years, the state has introduced a series of policies such as optimizing the review and approval system, launching "major new drug creation", and simplifying clinical trial approval procedures, promoting the upgrading and transformation of the domestic pharmaceutical industry from generic drugs to innovative drugs, and encouraging more new drugs with clinical value to quickly enter the clinical stage
.
Driven by a series of favorable policies, the number of innovative drugs approved is increasing, and the domestic market has broad
prospects.
As shown in the "2021 Drug Evaluation Report", in 2021, the Drug Evaluation Center of the State Food and Drug Administration approved or recommended the approval of 1,628 applications for the registration of innovative drugs, a year-on-year increase of 67.
32%.
The number of approved marketing authorization applications for innovative drugs was 69, a year-on-year increase of 130%.
The industry said that with the increase of policies, the development of the innovative drug industry will accelerate, and high-quality innovative drug companies will usher in more opportunities
.
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"Share to:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body).
appendChild(createElement('script')).
src='http://bdimg.
share.
baidu.
com/static/api/js/share.
js?v=89860593.
js?cdnversion='+~(-new Date()/36e5)]; 
