Population aging is the basic national condition of our country for a long period of time to come, and it is facing such prominent situations and characteristics
as a large number, a fast speed, a large difference, and a heavy task.
By the end of 2021, the national elderly population aged 60 and above will reach 267 million, and it is expected that during the "14th Five-Year Plan" period, the total number of elderly people aged 60 and above will exceed 300 million
.
By about 2035, the elderly population aged 60 and above will exceed 400 million, entering the stage
of severe aging.
With the acceleration of aging, it will bring challenges to the supply of public services and the sustainable development of the social security system, and at the same time, it will directly stimulate the growth
of demand for old-age services and product innovation (including innovative drugs, new devices, etc.
).
At present, the domestic innovative drugs suitable for the needs of the elderly are still seriously insufficient, the variety of innovative medical equipment products is not rich enough, and the services such as medical care are not convenient and diverse, and the industrial blue ocean needs to be opened up
urgently.
Under the acceleration of aging, it may stimulate drugs and devices to accelerate innovation and upgrading (Source: Pharmaceutical Network)
The demand for innovative drugs will continue to increase in the future
The demand for innovative drugs will continue to increase in the future
After the human body enters old age, the function declines, including cardiovascular and cerebrovascular diseases, diabetes, tumors and other diseases will increase, and the demand for related treatment new drugs will also increase
.
Some securities people have pointed out that anti-tumor drugs, cardiovascular and cerebrovascular drugs and diet drugs are the three types of drugs
most needed by the elderly.
Among them, the market demand for anti-tumor drugs is huge, the current global anti-tumor drug market size is about 50 billion US dollars, in China, there is also a huge market
of steady growth.
According to the data, the size of China's oncology drug market has approached 200 billion yuan in 2020 and is expected to reach 284.
5 billion yuan by 2022.
The market size of China's cardiovascular and cerebrovascular disease drugs has reached 206 billion yuan in 2018, and it is expected that this market size will continue to grow to 286.
3 billion yuan by 2023.
Pharmaceutical companies with a keen sense of smell have long been actively deployed in these fields, among them, Novartis, Pfizer, Sanofi and other multinational pharmaceutical companies layout is significantly earlier and deeper, in recent years, with the promotion of China's new pharmaceutical policies such as collection and medical insurance, a large number of pharmaceutical companies such as Hengrui and Fosun Pharma have emerged in China to transform to the direction of innovation to accelerate the development
of new drugs.
However, at present, local pharmaceutical companies mainly focus on me too, me-better, in the competition of products, the popular track represented by PD-1 is crowded, piled up research and development, homogenization is serious, and the development of First-In-Class and Best-In-Class drugs is obviously insufficient
.
In view of the serious problem of homogenization competition in domestic drug research and development, CDE has introduced a new policy for the research and development of anti-tumor drugs, which puts forward higher requirements for the research and development of anti-tumor drugs, encourages the development of truly innovative drugs, and cracks down on "pseudo-innovation"
.
The industry believes that in the context of the intensification of population aging, as well as the landing of the CDE New Deal, pharmaceutical company development will return to the value of innovation itself, in the face of the blue ocean of the market, local pharmaceutical companies should strengthen innovation, continue to increase investment in research and development, and do good drugs and new drugs
that can be used by elderly patients.
Devices will accelerate innovation and upgrading
Devices will accelerate innovation and upgrading
Under the acceleration of aging, more demands and higher requirements
are put forward for equipment.
However, China's medical device industry started late, the core technology is weak, some high-end medical device products still mainly rely on imports, and the domestic production rate is relatively low
.
In order to support the innovative development of domestic medical devices, the national level has issued a series of favorable policies to encourage the localization of medical devices to promote the innovative development and localization of
medical devices.
Up to now, the State Food and Drug Administration has approved the registration and listing of 173 innovative medical devices, mainly involving cardiovascular intervention, IVD, medical imaging, peripheral intervention, surgical robots, auxiliary diagnostic software, tumor treatment and other fields
.
The rise of a new generation of artificial intelligence technology has brought great opportunities
for the development of the medical device industry.
At present, China's artificial intelligence medical device industry is in a stage of rapid growth, the technical level and product capabilities continue to mature, and the commercial application has also continued to make breakthroughs, but there are still problems such as
the independent innovation ability of key links is still weak, and the supporting environment needs to be improved.
In order to make up for the industrial shortcomings of artificial intelligence medical devices, in December 2021, the Ministry of Industry and Information Technology and other departments issued the "Notice on Organizing the Unveiling of Innovative Tasks of Artificial Intelligence Medical Devices", setting up 8 major unveiling tasks for smart products and supporting the environment, or further encouraging domestic artificial intelligence medical devices to accelerate the pace
of innovation and upgrading.
The industry believes that with the upgrading of the industry, medical devices are undoubtedly one of the golden tracks in the
future.
With the acceleration of domestic substitution, there will be a lot of space in the field of high-end medical devices
.
