What enlightenment does the new policy bring to the upstream pharmaceutical equipment industry if it severely reduces the "pseudo-innovation" of domestic innovative drugs?

After more than a year of adjustment, the innovative drug sector has finally ushered in a rebound
since this year's National Day.
In July 2021, the Center for Drug Review and Approval (CDE) of the State Food and Drug Administration issued the "Guidelines for Clinical R&D of Antitumor Drugs Oriented by Clinical Value" and the "Technical Requirements for Common Issues in Pharmacy at the Pre-marketing Conference of Innovative Chemical Drugs", the core content of which is to require the research and development of new drugs to be "centered on patient needs and guided by clinical value", which is also a direct factor
in the subsequent overturning of the A-share pharmaceutical sector 。 Behind the "pseudo-innovation" of domestic innovative drugs severely affected by the new policy, it directly refers to the problems of domestic innovative drug targets, the proliferation of "Me-too", low-level duplication, and lack of real innovation, forcing domestic pharmaceutical companies to increase research and development efforts and make real innovative drugs that meet the clinical needs of patients, so that the innovative drug industry can develop
in the direction of standardization and high quality 。 Pharmaceutical equipment industry (Image source: Pharmaceutical Network) Looking at the pharmaceutical equipment industry in the upstream of medicine, there are also chaotic problems - enterprise pseudo-innovation is emerging one after another, the awareness of intellectual property protection is generally weak, the end-to-end localization and independent and controllable implementation are not enough, and they are unwilling to invest in research for a long time, and they still want to take shortcuts
。 The industry pointed out that due to the difficulty of market supervision, some bad drug manufacturers in order to quickly win over customers, do not hesitate to copy or copy the products and technologies of the original manufacturers on the market, and adopt the way of impersonation and OEM to sell products at lower prices, which not only deceives customers, but also brings reputational losses to the original manufacturers, dampens their enthusiasm for innovation, and is not conducive to the high-quality development of
the entire industry.
"Many customers will shop around, and some purchase products copied from bad manufacturers, the stability is not high enough, and the failures are
frequent.
And the configuration, specifications and materials of these products and the original products may be different, so maintenance has become a problem, and in many cases it cannot be repaired at all
.
The well-experienced medicine machine said
.
The pharmaceutical machinery and equipment industry is a technology-intensive industry, and intellectual property rights are the key for pharmaceutical machinery enterprises to ensure their core technologies and rights
.
From the perspective of the development of the entire industry, China's pharmaceutical equipment industry started late and the technology is weak, but with the rapid development of the pharmaceutical industry and the release of a series of policies favorable to the development of domestic pharmaceutical machines, the level of domestic pharmaceutical machines has been continuously improved, and the industry has gradually developed from being completely subject to people to imitation innovation, and then constantly developing
in the direction of independent innovation 。 At present, the domestic pharmaceutical equipment industry is ushering in a new round of development opportunities, on the one hand, the rapid development of the biopharmaceutical industry has brought about the expansion of demand for high-end pharmaceutical equipment and consumables; On the other hand, the replacement opportunity of imported pharmaceutical machines has arrived, since 2020, under the background of the delay in the delivery of imported pharmaceutical machines, domestic pharmaceutical machines with good performance and stable operation have won the favor of the market, gradually changing the view of pharmaceutical factories "foreign moon is relatively round", which is expected to bring greater replacement space
to the domestic pharmaceutical equipment industry.
In the face of opportunities, domestic pharmaceutical machinery enterprises need to abandon the idea of taking shortcuts such as plagiarism and imitation, continuously strengthen R&D investment, achieve independent innovation, and create high-end pharmaceutical products with independent intellectual property rights, in order to catch up with imported equipment and help the high-quality development of
China's pharmaceutical industry.
"The domestic pharmaceutical equipment industry takes the road from large to strong, innovation must be faced, domestic small and medium-sized pharmaceutical enterprises should be on par with the head enterprises, strengthen intellectual property awareness, improve their own innovation ability, of course, this aspect is also inseparable from the further improvement
of the market supervision system.
" Industry insiders said
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.