Under the increasing pressure of new drug research and development, pharmaceutical companies have begun to adjust the layout of innovation pipelines

【Pharmaceutical Network Market Analysis】Innovative drugs have the characteristics of "high risk, high investment, high return", in the past, investors "did not care" about the long return period and high R&D investment, because they were optimistic that the return could meet expectations
.
However, the current innovative drug environment has changed, and some of the many targets involved in all clinically developed drugs around the world are concentrated on some particularly crowded targets; And in the context of successive setbacks in the safety, efficacy and commerce of some new drugs, it is also making some investors start to be discouraged and rational in R&D innovation
.
Recently, news showed that Pfizer is planning to reduce early research
on rare diseases.
The company said it would "externalize" most of its early-stage rare disease programs in neurology and cardiology, as well as gene therapy programs that have not yet entered clinical trials, and that late-stage rare disease drug candidates will not be affected
by the decision.
A relevant person in charge of the company has said that the company will focus on non-viral vector gene therapy in the future, which may include mRNA-based therapy
.
Traditional viral vector-based gene therapies were once the brightest new thing in biotechnology, but have faced safety, efficacy and commercial setbacks
in recent years.
In addition to the above enterprises, in fact, domestic pharmaceutical companies are also focusing on the main business and selecting innovation tracks
by cutting production bases and R&D pipelines.
For example, many pharmaceutical companies such as Betta Pharmaceutical, Harbour Pharmaceutical, and Hutchison Pharmaceutical announced the suspension or termination of new drug research and development projects
last year.
Among them, Hutchison announced that in response to the current challenging market conditions affecting the global biopharmaceutical industry, the company is actively making a strategic shift to focus on the most cutting-edge drugs
in its internal development pipeline that are most likely to drive near-term value 。 According to the announcement, Hutchison's strategic adjustments mainly include: prioritizing its late-stage registration studies and regulatory approvals for the marketing of these drugs, especially the global registration of fruquintinib; Some early-stage research will no longer be prioritized for internal development, while certain other projects will consider external business opportunities; Seek potential partners to commercialize their drugs outside of China; Streamline your organization, redeploy key talent to support registration studies, regulatory filings, and more
.
Analysts believe that there are many situations to consider
in the layout of the product development pipeline.
For example, whether the development ability and clinical research ability of the product in the later stage can ensure the successful completion of clinical research and registration of the product; After completing the registration, whether there is sufficient commercialization capacity, and if a business partner is selected for commercialization, whether the strategic goals of commercialization of both parties are consistent
.
Failure in any one link can lead to failure
.
In the future, as new drug research and development becomes more and more difficult and costly, the industry believes that more and more pharmaceutical companies will adjust their overall strategies
based on the company's situation.
At the same time, the selected R&D pipeline may also usher in adjustments, which will have synergy with the original products or align with the strategic direction
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.