Looking forward to 2020: innovative drugs may be rapidly released and market sales will continue to grow

[pharmaceutical network market analysis] in recent years, China has been accelerating the review and approval, which has driven the development of domestic innovative pharmaceutical enterprises and the innovation investment and transformation of traditional pharmaceutical enterprises It is reported that in 2019, regulatory agencies of various countries still gave a positive "green light" signal, and more innovative drugs were listed Not only in the field of tumor, rare diseases and biological similar drugs are also frequently approved for marketing As of December 31, 2019, NMPA approved more than 50 new drugs, including more than ten new domestic drugs, accounting for over 20%: local innovation enterprises are becoming new forces in the field of biopharmaceutical industry in China Looking forward to 2020, a number of fund institutions believe that the pharmaceutical industry can still be used as a better track for investment layout in the next few years, innovative drugs will be rapidly released, and future market sales will continue to grow Some investors pointed out that in terms of investment, they focused on innovative drug enterprises and in vitro diagnostic enterprises In terms of innovative drugs, domestic drugs are mainly generic drugs, and the market scale of innovative drugs is still small With the support of policies, innovative drugs based on clinical needs will be rapidly released, and market sales will continue to grow in the future "In 2020, companies with low valuation and investment value may be selected In particular, we are optimistic about innovative drugs and innovative drug industry chain, medical consumer services, generic pharmaceutical industry and the micro molecular field represented by medical devices " Have fund manager to say In the future, innovative pharmaceutical enterprises are gradually maintaining their core competitive advantage in the field of serious diseases through product iteration and in-depth distribution of sales channels, with great development potential For the layout of innovative drugs, many pharmaceutical companies said that the future will be the focus of the company For example, in response to the investor's suggestion about the company's current progress in the research and development of innovative drugs, the Secretary of the board of directors of an enterprise said that the development of innovative drugs is the company's future focus area, and the company is actively promoting In recent years, the relevant policies of the pharmaceutical industry have been constantly introduced For example, with the pilot and implementation of a series of policies, such as volume purchase, listing permit holder system, drug approval reform, etc., the innovative pharmaceutical industry has also ushered in a climax of development Looking back to 2019, 53 innovative drugs were listed in China, including 12 domestic innovative drugs and 41 imported innovative drugs In addition to the high-profile drug PD-1 / PD-L1 inhibitors, the innovative drugs on the market also include 8 rare disease drugs, 15 chronic disease related drugs and 3 vaccines In addition, some insiders said that in addition to the policy factors, the high-end talent return, capital injection and the opening of scientific and technological innovation board are also contributing to the rapid development of China's innovative drug industry "There are three main factors for the development of China's innovative pharmaceutical enterprises: first, the regulatory policy must be scientific, reasonable, transparent and stable; second, strict intellectual property protection must be provided, because the R & D cycle of drugs is long and the investment volume is large, the enthusiasm of drug R & D must be protected; third, there is a reasonable payment system." The person mentioned Since 2020, some pharmaceutical companies have also begun to release good news of major breakthroughs in innovative drugs For example, in the evening of February 3, 2020, resurlogix Corp of Canada, a joint-stock subsidiary of Shenzhen hiprec Pharmaceutical Group Co., Ltd., announced that rvx-208 (apabetalone), a cardiovascular and cerebrovascular drug developed by it, had been awarded the breakthrough therapy by the US Food and Drug Administration (FDA) Design), which is combined with nursing standards including high-intensity statins, can be used for secondary prevention of major adverse cardiovascular events in patients with type II diabetes and early acute coronary syndrome It is reported that at present, hipre has a number of clinical mid late pipeline varieties Relevant staff said they are confident in its investment and layout of innovative drugs