In the era of micro-profits, pharmaceutical companies accelerate the transformation to make a living!

"Pharmaceutical network industry dynamics" with the third batch of national tender results announced, the industry generally believes that generic drugs "micro-profit era" has arrived! From the very competitive diabetes drug metformin, of which 0.25g specifications of metformin hydrochloride slow release tablets, reported a low price of nearly 1 cent;
, generic generics without technical barriers will gradually return to manufacturing profit levels, and the era of "high gross margins" for generics is coming to an end.
then, how can pharmaceutical companies make a living? Industry experts said that in recent years, with the deepening of pharmaceutical reform, the transition to innovative drugs has become the consensus of the industry and enterprises.
Zhengda Tianqing related to the person in charge has publicly said that, with the expansion of the national volume of procurement, the future of generic drugs into the era of micro-profits, and high-tech barriers to generic drugs and innovative drugs will become the research and development direction of pharmaceutical companies.
, 70 percent of the company's new 2019 products are innovative drugs.
addition, a number of innovative pharmaceutical enterprises represented by Hengrui Pharmaceuticals have also begun to enter the innovation harvest period, the performance maintained a stable growth, continue to outperform the overall.
Such as Hengrui Pharmaceutical's 2019 annual report shows that the total operating income for the full year was RMB23,289 million, up 33.70% YoY, and net profit attributable to shareholders of listed companies was RMB5,328 million, up 31.05% YoY.
addition, it has a number of preparations on the market overseas, a number of products are allowed to conduct clinical trials overseas, and has independent research and development of innovative drugs licensed overseas.
47th in the 2019 Global Pharmaceutical Companies Top 50 list published in the American Journal of Pharmaceutical Managers, henrui Pharmaceuticals is one of two Chinese companies to make the list for the first time.
current innovation is the trend, but different enterprises in different directions.
understand that at present from the target point of view, in addition to the existing PD-1, EGFR, HER2 and so on, CTLA-4, CD20, MDM2 and so on also began to become a hot spot.
From the point of view of adaptation, the epidemic-related drugs are the current air mouth, but the clinical number of anti-tumor drugs accounted for more than 50% of all new drugs clinical, is still a hot circuit, and rare diseases and the number of base drugs increased significantly and reached more than 10%, may become the next hot area.
, in terms of type, dual resistance, ADC drugs may also take over the banner of single resistance, in which PROTAC drugs are even expected to lead to the revival of small molecule drugs.
, it is worth noting that as pharmaceutical companies have promoted the development of innovative drugs, the disadvantages of stacking hot targets have begun to gradually appear.
PD-1 as an example, as a broad-spectrum anti-tumor therapy, it has attracted many domestic and foreign pharmaceutical companies.
last year, a total of five PD-1 drugs were approved for the market, two of which were imported and three were domestic.
addition, there are a large number of enterprises are being laid out.
, industry experts say that antibody and target research is too concentrated, industry development is inevitable.
but capable pharmaceutical companies, should be as far as possible in the target selection, molecular screening, according to the actual situation of the domestic industry, differentiated positioning, in order to truly through innovation to find more development opportunities.