Traditional VS Freshmen: Who Qualifies as an Innovative Pharmaceutical Company?

Through the fog, how are the major pharmaceutical companies actually performing in the terminal market? Are the core varieties innovative? In the current "cold winter" of medicine, how should we calm down and view the valuation and development prospects of the pharmaceutical industry reasonably?

Since 2022, nascent biotech pharmaceutical companies represented by Hong Kong stock 18A have been falling and falling, and those rising against the trend have mostly succeeded in commercializing their new crown expectations rather than blockbuster products; on the other hand, traditional pharmaceutical companies represented by Hengrui have also stopp.

I saw a set of data two days a.

Therefore, the author prefers to call it that we are experiencing a "fog" in the pharmaceutical indust.

Traditional VS Freshmen: Each Leading the Way

Today, aside from capital and expectations, we simply analyze the competitive landscape and product power of mainstream pharmaceutical companies from the perspective of da.

It can be seen that the established pharmaceutical companies still have obvious advantages in the retail market, and the explosive power of new pharmaceutical companies should not be underestimat.

Among the above-mentioned companies, Junshi Biotech has the lowest quarterly sales, which is only 44 million yu.

Among the established pharmaceutical companies, Yangzijiang, Hengrui and Huadong Pharmaceutical have achieved revenue of hundreds of millions, which is an order of magnitude ahead of the nascent biote.

In contrast, the market share of traditional Chinese medicine companies is not particularly high, and Pien Tze Huang's sales are not as good as those of Xinda and Baek.

By subdividing the sales revenue into specific varieties, the gap between Yangzijiang Pharmaceuticals and Hengrui suddenly widen.

According to the official data disclosed by Yangzijiang, the company currently has at least 9 innovative drugs under development; but the objective situation is that only one class 1 new drug has been listed since 201 Xu Jingren has passed away, and the traditional medicine marketing model, which was in the hands of his generation, is also agi.

China, the United States and East China did not analyze too mu.

Sichuan Kelun’s TOP 1 and TOP2 drugs are both injection formulatio.

The shackles of the infusion faucet have not been broken, but the injections can be sold in retail pharmacies, which reflects the success of the company’s marketing strate.

In contrast, the best-selling products of new biotech companies are mainly biological drugs, mostly PD-1 monoclonal antibodies and other biosimilar dru.

PD-1 is worthy of being a training ground for biote.

BeiGene’s tislelizumab is 228 million yuan, Cinda’s sintilimab is 250 million yuan, and Junshi’s toripalimab is 44 million yu.

10,000 yuan (370 million yuan for Hengrui's camrelizumab), from research and development, production, sales to in-hospital and out-of-hospital markets, it has really trained several leading biotech companies in Chi.

Table 2: Top 5 best-selling drugs of various pharmaceutical companies

Others are no longer analyzed too mu.

There are many details in the tab.

If you are interested, you can take a look for yourse.

Simple data, through random arrangement and combination, can find a lot of log.

Finally, the main purpose of this article is to discuss the competitive situation and product power of the pharmaceutical industry through objective data analys.

The overall situation is still very good, and it will be better in the futu.

I hope that everyone in the industry will strengthen their confidence, go through the fog, and "keep the clouds and see the mo.

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