Domestic pharmaceutical companies compete for the blue ocean of the innovative drug market, and multiple tracks will become the focus of competition

【Pharmaceutical Network Market Analysis】With the normalization of national procurement of drugs and the continuous advancement of medical insurance negotiations, the competition pattern of the domestic pharmaceutical market has undergone obvious changes, and a large number of pharmaceutical companies have begun to accelerate their transformation and transformation, competing for the blue ocean
of the innovative drug market.
In this context, the launch of new drugs and new drugs in China is accelerating
.
The data shows that in 2022, 50 innovative drugs will be approved for marketing in China, and although there is a big gap between the batch in 2021 (82 models), it is basically the same
as in 2018 (53 models), 2019 (54 models) and 2020 (49 models).
The industry believes that from the currently approved innovative drugs, it can be clearly found that pharmaceutical companies prefer some tracks, and in the long run, these tracks may also be favored by domestic pharmaceutical companies in the future and become the main battlefield
of market competition 。 Domestic pharmaceutical companies compete for the blue ocean of innovative drugs, and multiple tracks will become the focus of competition (Image source: Pharmaceutical Network) Anti-tumor drugs Of the 50 innovative drugs approved for marketing in 2022, 22 are anti-tumor innovative drugs, with indications concentrated in neuroblastoma, lung cancer, lymphoma, thyroid cancer, solid tumor, prostate cancer, cervical cancer, breast cancer and other cancers, and 7 are monoclonal antibody/dual antibody drugs, which are Celestumab's natutumab, Eli Lilly/Innovent Biologics' ramoximumab, Shenzhou Cell's repatumab, Lepu Biologics' putelimab, Akeso's cardunilimab, Genting Xinyao/Immunomedics' gorsatuzumab, and Henlius' serplulimab
.
In this regard, the industry believes that tumor treatment has obviously become one of the key areas of development of domestic and foreign pharmaceutical companies, and many domestic pharmaceutical companies will accelerate the research and development and application
of new anti-tumor drugs.
In this context, innovations are expected to continue to emerge.

However, as new drugs continue to be launched, the field will also face great competitive pressure
.
In fact, with the current domestic PD-1 products on the market, price wars have been launched
one after another.
Traditional Chinese Medicine In recent years, the important value of Chinese medicine has been increasingly recognized and accepted
by Chinese people and even the world.
At the same time, the research and development of new traditional Chinese medicine drugs has also ushered in a new period of development, and more and more new drugs are emerging
.
Data show that in 2021, more than ten innovative traditional Chinese medicine drugs, such as lung cleansing and detoxification granules, kidney nourishing and calming tablets, Yiqi tongqiao pills, and Yinqiao clear heat tablets, were intensively approved for marketing
.
In 2022, CDE data statistics show that in the first three quarters alone, a total of 45 new Chinese medicine drug acceptance numbers have been undertaken
.
Among them, it is worth mentioning that in the last half of 2022, 4 new Chinese medicine drugs were approved for marketing
one after another.
Including Hunan Anbang Pharmaceutical Co.
, Ltd.
's traditional Chinese medicine new compound preparation Qi Jiao Jing Meadation Granules, Hangzhou Kangbei Pharmaceutical Co.
, Ltd.
Huangshu Sunflower Total Flavonoid Extract and Huangshu Sunflower Total Flavonoid Oral Patch, Kangyuan Pharmaceutical Linggui Shugan Granules, Xinjiang Huachun Biopharmaceutical Ginseng Kidney Supplement Capsules
.
Analysts said that with the blessing of policies, long-term opportunities for innovative drugs in traditional Chinese medicine are emerging
.
It is reported that at present, many traditional Chinese medicine enterprises such as Panlong Pharmaceutical and Guizhou Bailing have adopted the method of cooperation with large hospitals to carry out the cooperative development of new drugs for in-hospital preparations, and some enterprises such as Ling Pharmaceutical rely on the hospitals under the parent company to carry out the transformation
of in-hospital preparations.
In the future, under the continuous layout of enterprises, more new breakthroughs
are expected in the field of innovative traditional Chinese medicine.
From the perspective of therapeutic fields, although the new drugs approved last year are still mostly anti-tumor products, rare disease drugs have gradually become the therapeutic areas
with more approved new drugs.
The analysis believes that a large number of rare disease drugs have been approved in recent years, mainly due to favorable policies and the acceleration
of review and review.
For example, in 2021, the Center for Drug Evaluation issued the Technical Guidelines for Clinical R&D of Rare Disease Drugs, encouraging more pharmaceutical companies to participate in the research and development of rare diseases
.
In 2022, CDE successively issued the "Technical Guidelines for Clinical Research and Development of Rare Disease Drugs" and "Statistical Guidelines for Clinical Research of Rare Disease Drugs (Trial)".
.
.
From the perspective of the concern of the state and relevant departments for the population of rare disease patients, the importance of the rare disease drug track will continue to increase in the future, and it has long-term development potential
.
In this context, the number of domestic enterprises entering the field will continue to increase, and new drugs will continue to emerge, providing more new drug options
for domestic patients.
Ophthalmic drugs At present, with its steady growth, the ophthalmic treatment market has become the key area
of the strategic layout of many pharmaceutical companies at home and abroad.
For example, Johnson & Johnson CEO Joaquin Duato said that the company will look for opportunities to merge or acquire some companies to add value
to its focus areas such as eye care.
In China, the ophthalmology market potential has also been very huge, the data shows that the overall size of the domestic ophthalmology market has reached 170 billion yuan, in the future, with the expansion of domestic consumption and the improvement of residents' disposable income level, it is expected that the willingness of residents to visit and pay for medical services will continue to grow, which is expected to benefit the ophthalmic medical service industry
in the long term.
Institutional recommendation, investors can pay attention to Aier Ophthalmology, Aibo Medical, Huaxia Ophthalmology, etc
.
However, it should be noted that although under the efforts of many enterprises, the ophthalmic treatment track has entered a stage of rapid development, and the results are constantly emerging, but on the whole, the current progress of basic research related to ophthalmic diseases in China is still relatively slow, and the research and development of drugs is also concentrated on new processes and new dosage forms, and the indications are mainly concentrated in glaucoma and high intraocular pressure
.
Therefore, in the future, relevant enterprises still need to accelerate
the exploration and innovation of targets.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.