"Next-generation" group breaks through Kangmei, 19 pharmaceutical companies break into the top 500

Medicine Network July 29th - Ten years of great change, five years a small change. On July 27,
, the Fortune China 500 listed companies released the top 500 listed companies in the past year, with total operating income of Rmb50.5 trillion, up 11 per cent from the previous year and more than half of 2019 GDP, and net profit of Rmb4,200bn, up 16 per cent from the previous year.
this year, the biopharmaceutical industry has become a well-deserved investment in the "top" industry.
but as a pharmaceutical person, have to admit that despite the 19 pharmaceutical companies shortlisted, but the pharmaceutical industry is still the "side-by-side" industry.
top20, there is no pharmaceutical-related enterprises.
although there has been no major change in the whole, the type of finalists is quietly changing.
such a change, is the current development of the domestic pharmaceutical industry the most true microcosm.
pharmaceutical business still maintains a star-studded state, the finalists of the pharmaceutical industry enterprises have changed the times, from the past chinese medicine to the present chemical drugs, biological drugs, from advertising "soft competitiveness" to research and development "hard nuclear era."
in such a transformation, some enterprises disappeared, some enterprises emerged, and as a "sub-new generation" force quickly advanced.
2018, Ha Pharmaceutical Group, Tongrentang disappeared from the list at the same time, to some extent representing the decline of the old industrial pharmaceutical companies and the old name;
these pharmaceutical companies retreat behind the scenes is an inevitable event of chance, is the "cage for birds" a key link.
2019, HengRui, Shi medicine, Collon have entered the field, at that time is the "bottom three brothers."
but like a catfish, the lake will never be quiet again.
by 2020, you can see Hengrui advance 77 times to 393rd, PK lost people Fu Medicine, TianshiLi a group of "regular slots", forced China's biopharmaceuticals.
's simultaneous entry of Stone Pharmaceutical group also rose 44 places, and China's biopharmaceuticals rose 19 places, ahead of other pharmaceutical commercial enterprises.
these changes are not only in the pharmaceutical industry, but also in the fortunes of China's top 500 ecology is also awe-inspiring to rivals.
it is obvious that, to Hengrui, secondary, stone medicine-based bigpharma has formed a group, as the "next generation" force to lead the pharmaceutical industry to carry out an industry-wide breakthrough.
01 disappeared the mystery of pharmaceutical companies ten years ago, Kangmei, step, Tongren tang can only look up to China's top 500, then, the State Pharmaceutical Holdings or the 48th, as the pharmaceutical industry "first seedling" reflects the pharmaceutical industry in the industry's position.
of course, at that time, Kazakhstan is still an industrial strong hand, with 220 ranked in the top 500 in the upper and middle, as well as the pharmaceutical industry 5th, this position is now Guangzhou Baiyunshan.
later, because through the integration of the same pharmaceutical industry, The National Pharmaceutical Group, such as the State Pharmaceutical Holdings to sit first, and rose to the top 30.
similar to China Resources's 39 and Shuanghe into China Resources Pharmaceutical Group.
Guangzhou Baiyunshan also achieved a big step forward through merger and acquisition integration, completed the merger of Guangzhou Pharma and Wang Laoji in 2018, climbed 137 places in 2019 and 55 places in 2020.
but there are also some enterprises in the middle of the disappearance, such as Fosun Pharma, Haizheng Pharmaceuticals, Health Yuan, Northeast Pharmaceutical Group, once a decade ago 500 enterprises, but now are gone.
, the Northeast Pharmaceutical Group and Harpharma Group's "fade-out", reflecting the Northeast Pharmaceutical Old Industrial Base's Great Recession, which is a decade or more of "warm-water boiled frog-style" recession history.
Northeast Pharmaceutical son-in-the-
is a rare "old age" chemical pharmaceutical enterprises, founded in 1946, when known as the cradle of the new Chinese chemical and pharmaceutical industry, from the primary API all the way to the glorious era of antibiotics. After
market economy, in the northeast overall decline of the environment, the transformation of difficulties, once in trouble, in 2018 through mixed reform to introduce Liaoning Fangda Group.
Ha Pharmaceutical Group was also the leader of the pharmaceutical industry at that time, then the drug group to advertising "bombing" so that the country know the existence of the six drug factories, can be described as the marketing industry "textbook" case.
and now the pharmaceutical industry is no longer the "single product for the king, marketing for the king" era, is belonging to the hard nuclear competitiveness of research and development innovation era, so the era of kazakhstan medicine has naturally passed.
to a decade ago, ha pharmaceutical group's annual revenue of more than 12.5 billion yuan, and Hengrui Pharmaceuticals only 3.7 billion yuan, the volume of nearly four times.
, however, in Sun's choice to firmly follow the path of research and development, the results have been doomed.
2019 Hengrui's revenue is 23.2 billion yuan, while The drug is 11.8 billion yuan, the market value difference is even greater, Hengrui has exceeded 500 billion yuan, Kazakhstan medicine less than 10 billion yuan.
and Kangmei, step, Tongren Tang is nearly a decade through their own efforts to squeeze into the top 500, but it is difficult to squeeze into easy to stick to.
Kangmei is a careless full plate of all lost, if not false, or Chinese herbal medicine, Chinese medicine tablets leading enterprises, will not be infamous.
Tongrentang's decline is partly due to the old "powerless" moaning, in China, "old age" enterprises are few and far between.
a set of survey data show that the average life expectancy of private enterprises in China is only 3.7 years, the average life expectancy of small and medium-sized enterprises is only 2.5 years.
Tongrentang is a hundred-year-old enterprises mainly operating Chinese medicine, such as Angong ox yellow pills, ox yellow qingxin pills and so on.
in the past two years because of various quality events by public opinion, reputation also lost a lot.
results were also disappointing, with revenue growth continuing to decline in 2011 to a negative year-on-year growth of 6.56 per cent.
and step-by-step pharmaceuticals have some objective factors, such as policy promotion.
may 2019, the injection was kicked out of the national health insurance catalog because it was listed as a state-level surveillance drug in July last year, the core product of its subsidiary, Four Long Pharmaceuticals, which lost 109.92 percent year-on-year.
for step, auxiliary drug monitoring catalog, Chinese medicine injections and other policy impact is not small.
sales of three major products, Danhong injections, brain-heart capsules and stable particles, have been shrinking since 2017.
the company's core varieties of Danhong injection, guhong injection and other injection varieties are hidden.
02 Innovative pharmaceutical companies group killed into the ranking quickly climbed in the circulation of business-based fortune 500 pharmaceutical companies, these three innovative pharmaceutical companies can be said to be in the last five years of "Fortune" China's top 500 in a clear stream.
China Biopharmaceuticals increased from 410 in 2016 to 377.
Hengrui and Ishiguro are the top 500 rookies, both of whom are finalists in 2019.
Hengrui was ranked 470 when he was shortlisted in 2019, and quickly climbed 54 places to 416 in 2020.
Stone PharmaceuticalGroup, ranked 462th in 2019, has jumped to 418 this year, up 44 places.
whether it is China Biopharmaceuticals, or Hengrui and Shipharmaceutical, can become among the top 500, and become a leader in pharmaceutical companies, thanks in large part to its years of deep cultivation and layout in the field of innovative pharmaceuticals.
as the research and development benchmark of domestic pharmaceutical companies, China Biopharmaceuticals is about to enter a new round of harvest period.
, according to its financial results, China's bio-research and development investment in 2019 reached 2.65 billion yuan.
about 40 varieties in its research and development pipeline are in the production stage, PD-1 monoanti-resist, Adamu monoantithing, recombinant coagulation eight factors are expected to be listed in 2020-2021.
, China's biopharmaceutical imitation and heavy strategic results, the potential variety of many, is expected to be 2020-2022 each year is expected to be listed more than 10 new products.
2019, 28 products such as Chinese biopharmaceuticals, such as nadoamine capsules, acetate abitron tablets, and anarotinib, were approved by the Fda.
19 products through (as approved) consistency evaluation.
2019, China's biopharmaceutical anti-tumor products revenue has reached 5.43 billion yuan, accounting for 22.4% of its revenue, its single heavyweight variety Anrotini contributed more than 2.8 billion yuan of revenue.
in the expansion of the Alliance area of the volume procurement, China Biopharma took the ryavastatin calcium tablets, ubersatin hydrochloroquine tablets, gifitinib tablets, methfonate imartinib capsules, fluorobilfenester injections.
February 2020, China's biopharmaceutical heavy-duty inhaling agent varieties Budinide mixed suspension has been approved, industry insiders believe that the approval of the drug is expected to open the import alternative curtain, the first year of the market is expected to contribute 5 to 1 billion yuan in revenue, the peak is expected to be close to 2 billion yuan, and its reserve heavy-duty varieties of sametritika pine powder inhaler is also expected to be approved within 1 to 2 years.
2 billion yuan of research and development costs, up 49.1% year-on-year, fully reflects the determination of Shipharma Group in the development of new drugs.
it is understood that stone pharmaceutical group since the 1990s the introduction of a large amount of money Enbipu began, then decided to embark on the road of scientific research innovation transformation and upgrading.
data show that in 2019, the company's listed company revenue of 22.1 billion yuan, up 24.8% year-on-year.
, innovative pharmaceutical products maintained a strong growth momentum, with sales revenue of RMB12,975 million, up 48.4%, accounting for nearly 60% of the overall revenue of the listed portion in 2019.
in 2019 China's public medical institutions terminal sales of more than 1 billion brands and growth rate of more than 50% of the 12 chemical drug brands, stone pharmaceutical group four "explosive" white protein binding injection with yew alcohol (commodity name: Keaili), polyethyl glycolrecombined human granulated cell stimulation injection agent (commodity) Name: Zin Yuli), hydrochloric acid polyroubi star lipid body injection (commodity name: domexin), sodium phenosic chloride injection (commodity name: Enbipu) listed among them, of which Keili, Zin Yuli, Domexin3 for anti-tumor drugs, Enbipu for cardiovascular disease medication.
clearly, Stone Pharmaceuticals' anti-tumor drugs have emerged and his hematopoietic capabilities are strong, with sales of anti-tumor drugs up 148.8 percent in 2019.
industry insiders said that its fist product Synbyamp's 2019 sales revenue reached 5.6 billion yuan, albumin yew alcohol reached 1.6 billion yuan.
obviously, ishiguro group anti-tumor drugs and cardiovascular disease drugs have formed a group of "twin engines."
, its 2019 financial results show that stone pharmaceutical group has more than 30 kinds of products sold over 100 million.
and Hengrui has spent more than 10% annually on research and development since 2011.
2019 Hengrui's research and development expenses were RMB3.896 billion, up 45.9% YoY, accounting for 16.73% of operating income.
hengrui Pharma currently has more than 3,400 research and development staff, in the United States, Japan and China have research and development centers.
innovative drugs are iriseb, apamine, thiaphin, pyridine, carellizumab and toluene-sulphate.
in the development of innovative drugs, Hengrui has basically formed an annual application for innovative drugs clinical, every 1-2 years there is a healthy development trend of innovative drug market.
Hengrui's research and development of key projects are still Carelli Pearl monosar, pyridine and fluoropyri parly, SHR6390 and SHR3680, involving pd-1, PARP, CDK4/6, AR and other popular targets.
in business, its anti-tumor business in 2019 revenue reached 10,576 million yuan, up 43.02 percent year-on-year, accounting for 45.4 percent of total revenue ratio, the business segment has become the largest share of Hengrui, the first Hengrui revenue exceeded 10 billion yuan.
2019 Hengrui has obtained 12 batches of innovative pharmaceutical preparations and 11 batch batches for the production of generic pharmaceutical preparations.
obtained the approval of the consistency evaluation of 2 varieties and completed the consistent evaluation and declaration of 8 products.
by the end of 2019, a total of 27 varieties of Hengrui Pharmaceuticals have been included in the base drug catalog and 74 are included in the health insurance catalogue.
in January this year, the state organization organized the second batch of 33 drugs in the volume procurement, Hengrui Pharmaceuticals has four products (acetate abitron tablets, hydrochloric acid quatride slow release tablets, digio capsules, injection with yew alcohol) winning the bid.
June this year, The PD-1 inhibitor CarelliZumab, developed by Hengrui Pharmaceuticals, was officially approved for treatment in the field of lung cancer and esophageal cancer, the first domestic PD-1 inhibitor approved for lung cancer and esophageal cancer in China.
according to Tianfeng Securities Research Institute estimates, the company's PD-1 first-line NSCLC indications market space is expected to reach 5.77 billion yuan, second-line esophageal scale cancer indications market space is also expected to reach 1.96 billion yuan.
another Collum pharmaceutical stake, which made its first 500 with Hengrui and Ishiguro in 2019, ranking 496th, but unfortunately has yet to make the shortlist this year.
clearly, The Coran Pharmaceuticals still has work to do to secure a place in the Fortune 500.
believe that as more and more innovative drugs realize the transformation from enterprise blood transfusion to for enterprise blood production, there will be more innovative pharmaceutical companies in the Fortune 500 in the future.
and has established a fortune of the top 500 of these three innovative pharmaceutical companies, will continue to rise in the thorns.
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