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Looking back at 2021, the medical and health industry will grow rapidly
.
The data shows that from January to November 2021, the growth rate of operating income and total profit of the medical and health industry has achieved substantial growth, of which the operating income has reached 2,609.
460 billion yuan, a year-on-year increase of 18.
59%; the total profit has reached 540.
350 billion yuan, a year-on-year increase of 1.
78%.
%
.
So, how will the medical and health industry develop in 2022? The industry believes that the industry's prosperity is still expected to continue to rise this year, mainly driven by the following factors
.
On the one hand, favorable policies continue to promote the development of the medical and health industry
.
On November 19, 2021, the Center for Drug Evaluation of the State Food and Drug Administration issued the "Guidelines for Clinical Research and Development of Antitumor Drugs Oriented to Clinical Value" (hereinafter referred to as the "Guiding Principles"), which clearly stated that the development of future antitumor drugs should be determined from From the direction of research and development to the conduct of clinical trials, the principles of drug development based on clinical needs and clinical value should be implemented
.
This also means that pharmaceutical innovation and research and development will reach a new level, and some scattered, inefficient, and repetitive low-level innovations will be eliminated, and pharmaceutical companies will be forced to carry out real innovation
.
In addition, six batches of centralized drug procurement have been carried out so far, and the scope of centralized procurement has continued to expand.
Currently, the seventh batch is also on the horizon
.
Centralized procurement will further force the pharmaceutical industry to speed up innovation and upgrading through the principle of exchanging price for quantity
.
According to the "14th Five-Year Plan for National Medical Insurance", by 2025, there will be 500 national and provincial drug collections, 5 types of high-value medical consumables, and public hospitals will purchase through provincial collection platforms.
The amount of varieties accounted for 90%, and the amount of purchases of high-value consumables accounted for 80%
.
On the other hand, under the influence of policies and other factors, the sub-sectors of the pharmaceutical industry are clearly differentiated
.
In the first 11 months of 2021, the three segments of biological products, medical services and medical devices in the sub-sectors saw rapid growth in revenue, with growth rates of 39.
99%, 35.
79% and 26.
75% respectively
.
In addition, the prosperity of sub-industries such as CXO and APIs is also relatively high.
.
Looking forward to 2022, the industry expects that as the performance fluctuation factors subside, the pharmaceutical industry is expected to usher in valuation repair after Q1 in 2022
.
For the opportunities in 2022, the industry's more optimistic direction is "innovation + globalization"
.
Among them, in terms of innovation, for example, the upstream equipment, consumables, biological reagents and upstream raw material markets of the biopharmaceutical industry have broad growth potential, and domestic enterprises are expected to accelerate the pace of import substitution and win more market shares
.
In terms of globalization, domestic medical devices, domestic innovative drugs, etc.
are expected to achieve new achievements in international layout this year
.
For example, in the field of medical devices, domestic medical device companies represented by Mindray Medical and Zhende Medical have accounted for more than 70% of their overseas revenue in 2020.
The company's overseas revenue is expected to grow further
.
In the field of domestic innovative drugs, as the innovative capabilities of Chinese pharmaceutical companies are initially recognized by overseas giant pharmaceutical companies, domestic innovative drugs are accelerating their introduction to overseas listings through authorization
.
According to Huahai Pharmaceutical's annual report data, the number of ANDAs approved by Chinese companies reached 96 in 2020, a significant increase from about 10 in 2011
.
The industry expects that as more domestic drugs are exported overseas this year, it will bring greater market opportunities for related companies
.
In addition, driven by multiple factors such as favorable policies, CRO and CDMO orders will continue to shift to China
.
Data shows that China's overall CRO market is about 52.
2 billion yuan in 2020, and it is expected to reach 158.
3 billion yuan by 2025, with a five-year CAGR of 26%
.
.
The data shows that from January to November 2021, the growth rate of operating income and total profit of the medical and health industry has achieved substantial growth, of which the operating income has reached 2,609.
460 billion yuan, a year-on-year increase of 18.
59%; the total profit has reached 540.
350 billion yuan, a year-on-year increase of 1.
78%.
%
.
So, how will the medical and health industry develop in 2022? The industry believes that the industry's prosperity is still expected to continue to rise this year, mainly driven by the following factors
.
On the one hand, favorable policies continue to promote the development of the medical and health industry
.
On November 19, 2021, the Center for Drug Evaluation of the State Food and Drug Administration issued the "Guidelines for Clinical Research and Development of Antitumor Drugs Oriented to Clinical Value" (hereinafter referred to as the "Guiding Principles"), which clearly stated that the development of future antitumor drugs should be determined from From the direction of research and development to the conduct of clinical trials, the principles of drug development based on clinical needs and clinical value should be implemented
.
This also means that pharmaceutical innovation and research and development will reach a new level, and some scattered, inefficient, and repetitive low-level innovations will be eliminated, and pharmaceutical companies will be forced to carry out real innovation
.
In addition, six batches of centralized drug procurement have been carried out so far, and the scope of centralized procurement has continued to expand.
Currently, the seventh batch is also on the horizon
.
Centralized procurement will further force the pharmaceutical industry to speed up innovation and upgrading through the principle of exchanging price for quantity
.
According to the "14th Five-Year Plan for National Medical Insurance", by 2025, there will be 500 national and provincial drug collections, 5 types of high-value medical consumables, and public hospitals will purchase through provincial collection platforms.
The amount of varieties accounted for 90%, and the amount of purchases of high-value consumables accounted for 80%
.
On the other hand, under the influence of policies and other factors, the sub-sectors of the pharmaceutical industry are clearly differentiated
.
In the first 11 months of 2021, the three segments of biological products, medical services and medical devices in the sub-sectors saw rapid growth in revenue, with growth rates of 39.
99%, 35.
79% and 26.
75% respectively
.
In addition, the prosperity of sub-industries such as CXO and APIs is also relatively high.
.
Looking forward to 2022, the industry expects that as the performance fluctuation factors subside, the pharmaceutical industry is expected to usher in valuation repair after Q1 in 2022
.
For the opportunities in 2022, the industry's more optimistic direction is "innovation + globalization"
.
Among them, in terms of innovation, for example, the upstream equipment, consumables, biological reagents and upstream raw material markets of the biopharmaceutical industry have broad growth potential, and domestic enterprises are expected to accelerate the pace of import substitution and win more market shares
.
In terms of globalization, domestic medical devices, domestic innovative drugs, etc.
are expected to achieve new achievements in international layout this year
.
For example, in the field of medical devices, domestic medical device companies represented by Mindray Medical and Zhende Medical have accounted for more than 70% of their overseas revenue in 2020.
The company's overseas revenue is expected to grow further
.
In the field of domestic innovative drugs, as the innovative capabilities of Chinese pharmaceutical companies are initially recognized by overseas giant pharmaceutical companies, domestic innovative drugs are accelerating their introduction to overseas listings through authorization
.
According to Huahai Pharmaceutical's annual report data, the number of ANDAs approved by Chinese companies reached 96 in 2020, a significant increase from about 10 in 2011
.
The industry expects that as more domestic drugs are exported overseas this year, it will bring greater market opportunities for related companies
.
In addition, driven by multiple factors such as favorable policies, CRO and CDMO orders will continue to shift to China
.
Data shows that China's overall CRO market is about 52.
2 billion yuan in 2020, and it is expected to reach 158.
3 billion yuan by 2025, with a five-year CAGR of 26%
.
