"2020 China Chemical Drug Research and Development Strength Ranking TOP100" was released!

Guide: 51 enterprises are new, innovative research and development is the "wing".
, China's market is occupied by a large number of raw materials, generic drugs and generic drugs, the lack of innovative drugs caused the industry attention.
Today, on the one hand, the policy actively guide, NMPA new drugs from acceptance to approval efficiency widely improved, new drugs on the market all the way green channel;
, the drug market is surging, watching enterprises catch up into the "accelerated era."
addition, from the medium to long-term development of the industry, on the one hand, the generic drug industry in the consistent evaluation driven by the drug price spiral, at the same time, concentration is also expected to significantly increase.
on the other hand, as the reform of drug administration continues, the rate of production capacity of the industry will be much faster than that of outstanding enterprises, and the industry will also present structural opportunities while changing dramaticly.
First, the promotion of "innovation as king" concept, reform ahead of the progress of innovative pharmaceutical enterprises, both with the ability to continue to launch varieties, the integration of API preparations and certain technical barriers of generic pharmaceutical enterprises, are expected to take this opportunity to achieve "the leftovers for the king."
September 10, 2020 Health Industry High Quality Development Conference and the 5th China Pharmaceutical Research and Development Innovation Summit (PDI) opened in Chongqing.
Conference announced the "2020 China Drug Research and Development Strength Rankings" series of lists, more than 100 domestic pharmaceutical industry backbone, innovation leading enterprises into the list of the most high-profile "2020 China's comprehensive drug research and development strength rankings", of which, as a sub-list Among the most important components, the "2020 China Chemical Drug Research and Development Strength Ranking TOP100" (hereinafter referred to as the "Chemical Drug List") not only represents the 2019 pharmaceutical industry's research and development strength of the peak strength, but also plays a leading role in the industry transformation, leading more enterprises to follow suit.
the scale of the pharmaceutical market has been growing steadily, leading enterprises have been sitting at the fore in recent years, the chemical agent industry is under structural change.
generic drugs by the consistency evaluation, collection and other policies, the advantages of the original drug has been significantly narrowed, profitability continues to decline, the future differentiation of chemical agent companies will be more obvious.
for pharmaceutical companies, the need for raw materials and research and development.
competition for raw materials for future chemical drugs, but also the competition of enterprise innovation and research and development.
companies can gain a price advantage by setting up their own production lines or acquiring them and placing them in their own production systems.
2019, the overall revenue of the chemical RAW pharmaceutical sector was RMB92,552 million, up 9.20% YoY, and the net profit attributable to the parent was RMB10.79 billion, up 67.24% YoY, while the net profit of non-attributive drugs was RMB6.334 billion, down 27.58% YoY.
2019, the overall revenue of the chemical agents sector was RMB323.456 billion, up 10.21% YoY, while the net profit attributable to the parent company was RMB17,167 million, down 23.49% YoY, and the net profit attributable to non-attributors was RMB12.178 billion, down 33.12% YoY.
(Data source: National Bureau of Statistics) From 2019, the overall revenue growth rate of chemical raw materials drugs is not high, mainly due to cyclical changes in raw materials, while the chemicals sector revenue growth rate is higher than the pharmaceutical manufacturing industry revenue growth rate (7.40%), but the profit growth rate is still lower than that of the pharmaceutical manufacturing industry during the same period.
data sources: National Bureau of Statistics, annual report of enterprises and other industries affected by the development of this year's "chemical drugs list" on the list of enterprises change more, but the top of the list is still occupied by leading enterprises, the top ten repeat rate of 90%, only "people Fu Pharmaceutical Group Co., Ltd." by "Stone Pharmaceutical Holdings Group Co., Ltd."
reason is that the two in 2019 chemical drug approval clinical and acceptance than last year's changes.
According to statistics from the Pharmaceutical Registration and Acceptance Database, a total of 40 acceptance numbers were accepted in 2019, down significantly from 54 in 2018, while stone drugs made significant progress in acceptance, and a total of 109 acceptance numbers were accepted in 2019, up more than 100 percent from 50 reception numbers in 2018.
People's Fu Pharmaceuticals 2018-2019 declaration number comparison data source: Pharmaceutical Data Stone Pharmaceutical Group 2018-2019 declaration quantity comparison data source: Drug intelligence data in addition, in terms of approval is similar to the above situation, in 2019 a total of 55 receiving numbers were approved, while Human Fu only 11 acceptance numbers.
And this "chemical drug list" ranked first Hengrui Pharmaceutical, with its strong research and development strength to lead the whole field, chemical drugs to accept clinical, acceptance of production, approval of clinical, production and research and development input and other data are at the top of the list, the United States and China is insufficient in 2019 Hengrui Pharmaceutical in the field of chemical drugs failed to have drugs approved for market.
At present, the chemical agent plate has initially formed a leading effect, but it is worth noting that the collection of chemical enterprises far-reaching impact, listed companies want to base industry Evergreen must increase research and development to expand the product line, pay attention to the integration of API preparations.
the decline in the gross margin of chemical drugs is obvious, 51 enterprises fell down the list, 51 enterprises new data sources: Oriental Wealth Network, annual reports and public data collation Although the overall average gross margin of the pharmaceutical industry in previous years showed an upward trend, but most pharmaceutical companies said that the growth rate of "chemical agents" is not as fast as operating costs, indirectly leading to a decline in gross margins of some products, product inventory increased significantly.
same time, as the collection deepens, retail pharmacies and health care funding will be more and more closely linked, the trend led to some drugs will go to the angle of parity, gross margin again fell significantly.
Similars difficult to do is a certainty, under the industry changes, the 2020 list of chemical drugs than last year, 52 enterprises helplessly fell out of the list, while corresponding to 52 well-known enterprises into the new stage, glory on the list.
One of the most notable is Hutchison Whampoa Pharmaceuticals (Shanghai) Co., Ltd., which has fallen out of the list in 2017 and 2018, but has struggled this year to break into the top 20, ranking 15th in the Chemical Drugs List and 21st in the Overall List.
This may be mainly due to its breakthrough in the layout of new drugs in 2019, 2019 and Yellow Pharma two new class 1 drug applications clinical and approved, respectively, HMPL-306 and Sofantini capsules, and Sovantini capsules are currently on the market application, is currently in the drug review center review and approval stage.
under the influence of many policy conditions, such as centralized drug procurement and medical insurance negotiation, the pattern of pharmaceutical market is unpredictable.
on the one hand, the list of enterprises new and old alternating obviously, the degree of change is the largest in years;
the trend of approval of new drugs, 34 enterprises for the first time on the list of 2016-2019 chemical drugs and chemical drugs new drug approval trend data source: pharmaceutical data (acceptance number) combing the 2019 chemical drug declaration and acceptance data, learned that the 2019 chemical drug registration declaration significantly increased.
In which in the application for clinical and declared listing data, the number of new drugs increased year by year, but in 2019 the proportion of new drugs decreased compared to last year, which may be due to the declaration of clinical acceptance number growth is too large;
at the same time, the 2020 List of Chemical Drugs is therefore a natural emergence of a number of "raw faces", 34 first-time list enterprises (since the 2016 list released so far) in the acceptance and approval of chemical drugs clinical, production data are bright.
more than 50% of companies have a layout on Class 1 new drugs.
Data Source: In addition to pharmaceutical intelligence data, enterprises in the consistent evaluation and generic drugs 3 or 4 categories are also actively laid out, suddenly become the 2019 chemical drug industry's up-and-come- and innovative drug fire, the market's most effective feedback on policy.
Market Trends: Innovative research and development is "wing" no doubt, in recent years, with the deepening of the collection, the feedback given by the market is more and more obvious, for the pharmaceutical industry may have lingered in previous years, but this year's data can be said to be a new drug development on the "heart-stopping pill", chemical industry changes The following trend has been fully proved: 1. Industry concentration effect is fully reflected, strong Hengqiang, "imitation combination" gradually to "create imitation combination" change, there are no technical barriers to innovation, as well as non-competitive low-end generic pharmaceutical companies or will only be eliminated with the upward development of the industry.
2. Chemical pharmaceutical industry gradually towards the development of refinement, raw materials industry upward trend, the decline of the generic pharmaceutical industry has been shown, raw materials and innovative drugs and specialty generic drugs or will be the only way to the future chemical industry.
3. Biopharmaceity fire has become the focus area of the major enterprises competing for layout, so that many enterprises strategically turned to biopharmaceity research and development, the overall pattern of the industry differentiation and development is obvious.
4. Research and development investment as an important data to measure the innovation power of enterprises, macro is more willing to spend money on the enterprise, the better the development in recent years, the enterprise pattern and vision to a large extent determine the height of enterprises, at least now the strength of research and development, innovation leading, walking in the pharmaceutical industry in the forefront of the enterprise in the early years of forward-looking layout of innovative drugs.
pharmaceutical industry as an important part of China's pharmaceutical industry, accounting for more than half of China's total output value of the pharmaceutical industry.
the pace of industrial development, structural adjustment and transformation and upgrading need to be accelerated, which is of far-reaching significance for promoting the overall industrial level of the country from great strength to economic and social development.
role of the list is to help more enterprises find more effective ways of industrial change! Innovation, as the primary condition of industrial transformation, is the continuous pursuit of enterprises, but also the source of enterprise development, with the benchmark enterprises all the way to the thorns, open up the way forward.
later learn to stand on the shoulders of giants to think, will see farther, go farther! Attached: List of chemical drugs.