Sanofi's return to the top 10 global new drug research and development landscape has changed?

According to the latest data from Pharmaprojects, as of January 2021, the number of new drugs under research worldwide is 18,582, a year-on-year increase of 4.
76%
.
The drug information under research included in the Pharmaprojects database specifically refers to drug research and development projects currently under research, including pre-clinical research projects, clinical research projects, registration review projects, and new indications that are already on the market.
Drugs
.
Under the influence of the new crown epidemic, what are the changes in the roles played by large and small pharmaceutical companies in the development of new drugs?
Large pharmaceutical companies
self-research is very important, mergers and acquisitions are still sharp edge
TOP10 seat change: analysis of the rise and fall in
2021, the top five pharmaceutical companies in the number of drugs under research are Novartis, Roche, Takeda, Bristol-Myers Squibb, Merck, and drugs under research.
The numbers are 232, 227, 199, 177 and 176 respectively
.
Novartis has ranked first in the number of drugs under research in the world for five consecutive years
.
Compared with other companies, Novartis's advantage is still that its self-developed products account for a higher proportion
.
According to statistics, Novartis has 145 self-developed drugs in 2021, accounting for 62.
5%, and self-developed drugs account for the highest proportion among TOP5 companies
.
Roche ranked second, with the number of drugs under research increasing from 174 in 2020 to 227 in 2021, with a net increase of 53
.
In 2020, Roche made 3 acquisitions: Promedior, Foundation Medicine and Inflazome
.
However, the rise of Roche cannot be entirely attributed to these relatively small acquisitions.
In 2020, Roche only added 10 drugs through these three acquisitions
.
Analysis of the data is not difficult to see that Roche’s investment in self-developed products has resulted in a substantial increase in the number of varieties of R&D lines
.
Takeda's ranking declined slightly, from the second place in 2020 to the third place, but the number of drugs under research has not changed significantly
.
The ranking of BMS dropped from the 3rd place in 2020 to the 4th place, and the number of drugs under research was reduced from 189 in 2020 to 177
.
Merck’s ranking has risen from 8th to 5th in 2020, and the number of drugs under research has increased from 157 in 2020 to 176
.
With its two acquisitions of Theracon and Array BioPharma in 2019, Pfizer ranked sixth
.
Johnson & Johnson dropped from No.
4 in 2020 to No.
7, and the number of drugs under study dropped from 182 in 2020 to 162
.
Sanofi returned to the TOP10, rising from 11th to 10th in 2020
.
In 2019, Sanofi sorted out and integrated the company's product lines, which caused the number of drugs under research to decline from 192 in 2019 to 137 in 2020, a decrease of 29%
.

　　The number of mergers and acquisitions has grown against the trend: more than the previous two years, the
most obvious rise in the ranking is AbbVie, which has risen from 16th to 8th in 2020, and the number of drugs under research has increased from 89 to 160.
An increase of 79.
8%
.
This is related to a merger and acquisition transaction completed by AbbVie in 2020
.
In May 2020, AbbVie announced that it had completed the acquisition of Allergan
.
This is also the largest M&A transaction in the pharmaceutical industry in 2020.
The combined company will include a number of leading fields, such as immunology, hematology, medical aesthetics, neuroscience, women's health , eye care and virology
.
A diversified portfolio of listed products will drive AbbVie's existing growth platform and is expected to usher in a high growth rate in the next ten years
.
Among the TOP10 companies , other related M&A transactions are relatively calm: Novartis acquired The Medicines with a transaction value of approximately US$9.
7 billion; Takeda acquired PvP Biologics; BMS acquired Forbius and MyoKardia; Merck acquired ArQule; Johnson & Johnson acquired TARIS Biomedical and Momenta Pharmaceuticals; Sanofi acquired Synthorx and Principia Biopharma
.
Except for ArQule, these acquired companies are all small pharmaceutical companies
.
Judging from the current situation, face-to-face negotiation activities may not be as long as in previous years, and IPO activities have become more difficult.
However, in 2021, the strategy of large companies to obtain development through mergers and acquisitions of small companies will continue, and the "buy on demand" model of pharmaceutical companies may once again Began to become popular
.
According to statistics, the number of M&A transactions in 2020 will be more than in the previous two years, and a total of 142 M&A activities will be completed in 2020
.

　　TOP25 new entrants, disappeared, and counter-attackers are
ranked 23rd, 24th, and 25th among the three newly entered TOP25 companies in 2021 in the ranking of TOP25 companies.
Servier, Regeneron, and CSL Limited
.
In addition, 3 companies disappeared from this TOP25 ranking, namely Allergan (which has been acquired by AbbVie), Lee's Pharmaceutical, and Yuhan from South Korea
.
Among them, Lee’s Pharmacy, headquartered in Hong Kong, ranked 21st in the TOP25 list last year and was the first Chinese company to enter the TOP25 ranking; South Korea’s Yuhan Company ranked 23rd in the TOP25 list last year, with self-developed drugs Accounted for as high as 79.
2%
.
But this year, the rankings of these two companies fell out of TOP25 again
.
In addition, Gilead has increased the scale of drugs under research from 73 in 2020 to 95 through the purchase of immune drugs, and the ranking has also risen from 22nd in 2020 to 16th this year
.

　　The
　　increase in the status of small pharmaceutical companies may not necessarily be “within one's hands.
”
Acquisition of specific drug projects or technologies through mergers and acquisitions of small pharmaceutical companies has become an important way for large pharmaceutical companies to survive and develop in recent years
.
Does this mean that small pharmaceutical companies can only choose to do nothing when they face the pressure of acquisition by large pharmaceutical companies?
　　TOP10 , TOP25 concentration decreased
TOP10, TOP25 enterprises in the proportion of the number of drug research in the industry, reflecting the large pharmaceutical companies can change the overall contribution to the industry
.
The TOP10 industry concentration has dropped from more than 13% in 2011 to 5.
27% in 2021, which is lower than 5.
40% in 2020
.
The situation for TOP25 companies is similar, with industry concentration falling from 18.
3% in 2011 to 9.
36% in 2021, which is lower than 9.
47% in 2020
.

　　A record number of new builds and an increase in disappearances.

On the other hand, the number of pharmaceutical companies with drug projects under research in the world continues to increase, from 1,198 in 2001 to 5,099 in 2021
.
In terms of growth rate, the number of global pharmaceutical companies will increase by 5.
9% in 2021, a decrease from the 11.
4% increase in 2020
.


The increase in the number of global pharmaceutical companies is mainly dependent on the increase in newly established R&D companies
.
In the past year, the number of newly established pharmaceutical and biotechnology R&D companies broke the historical record, reaching 1,055.
This also means that more than one-fifth of the companies in 2020 are new entrants, compared with the previous year.
The number is only 809
.
Considering that the actual number of new companies in 2021 is only 283, this means that in the past year, 772 companies have disappeared due to mergers, write-offs, failures and other reasons, while in 2020 the number was only 316
.

　　The R&D contribution of small pharmaceutical companies continues to increase
.
The explosive growth of newly established R&D companies has not been reflected in the changes in the number of small pharmaceutical companies
.
According to statistics, the number of companies with only one drug under research is consistent with the 2020 statistics, both of 1,849; the number of companies with two drugs under research is 733; the proportion of the two is 50.
6%
.
In comparison, the number of these small pharmaceutical R&D companies in 2020 is 2,584, accounting for 53.
7%
.
Overall, the number of drugs developed by small pharmaceutical R&D companies with one or two drugs under development continues to increase in the number of new drugs under research worldwide
.

　　Geographical distribution
　　China’s unabated momentum is the only bright spot.
In
2021, the geographic distribution of pharmaceutical R&D companies (headquarters) will not change significantly from 2020
.
The US market still accounts for half of the global pharmaceutical R&D companies, accounting for 46%, which is the same as in 2020
.
Europe's share also continues to remain at around 25%
.
Among them, the proportion of France remained basically unchanged (3%); the proportion of Germany has increased, from 2% in 2020 to 3%; the proportion of the United Kingdom has declined, from 6% in 2020 to 5%
.
In addition, Canada’s share continues to remain at about 4%
.
As the main source of power for global new drug research and development, the share of the United States and Europe has remained basically unchanged, while the share of Asia has increased from 24% in 2020 to 25% in 2021
.
Among them, China continues to maintain its position as the world's second largest pharmaceutical research and development country
.
In 2021, the number of new drug R&D companies headquartered in China accounted for the proportion of global drug R&D companies, which has increased from 8% in 2020 to 9%
.
The number of Chinese new drug companies engaged in new drug research and development included in the Pharmaprojects database has increased from 422 in 2020 to 522, a net increase of 100, an increase of 23%; in 2020, the increase was 41%, and the number of companies was 121.
Home
.
The proportion of companies in the rest of the Asia-Pacific region and Japan remained basically unchanged, at 13% and 3%, respectively
.
Judging from the actual geographical distribution of pharmaceutical R&D projects in 2021, the United States accounted for the largest proportion, about 55%, and about 10,260 drugs out of 18,582 drugs under research have had experience in research and development in the United States
.
Surprisingly, about one-sixth of the drugs have been developed in China, and some projects were developed in China even 10 years ago
.
In the European market, the UK is still the main region for drug trials, followed by Germany and France
.
In Asia, the Japanese market is an important new drug research and development area, but only 7% of drugs have been developed in Japan
.
On the whole, except for China to maintain growth, the pharmaceutical industries in other countries or regions have basically maintained their previous status
.