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With the announcement of the Hong Kong stocks' 2020 results coming to an end, the R&D investment capacity of various pharmaceutical companies has also surfaced.
As more and more innovative drug companies have landed on the Hong Kong Stock Exchange in recent years, the development of the domestic innovative drug market has become the focus of attention.
What details are revealed behind the "transcript" under this special year?
R&D investment continues to increase "Innovation" will continue to lead the development of the industry
As medical improvement enters the deep water zone, pharmaceutical companies regard innovative R&D as their core development strategy.
According to McKinsey's 2018 "Break the Cocoon and Become a Butterfly: Transformation of Chinese Pharmaceutical Companies", China's contribution to global pharmaceutical R&D has risen to 4-8%, entering the second echelon of global R&D.
After two years, the contribution rate of R&D investment of Chinese pharmaceutical companies may continue to rise.
Judging from the disclosed financial data for 2020, the R&D expenditures of various pharmaceutical companies are continuously increasing.
According to statistics from WIND, in the pharmaceutical sector of the Hong Kong stock market, Corning Jerry, Simcere, Zai Lab, and BeiGene have achieved significant growth in R&D expenditures.
Specifically, Corning Jereh will spend 331 million yuan in research and development in 2020, a significant increase of nearly 99% over 2019.
As a pharmaceutical company listed on the Hong Kong Stock Exchange in the fourth quarter of 2020, Simcere Pharmaceuticals, with its R&D expenses of 1.
142 billion yuan in 2020, increased by 59.
4% year-on-year, it is among the TOP 20 list of R&D investment in the pharmaceutical sector of Hong Kong stocks.
In addition, Zai Lab and BeiGene continue to invest heavily in R&D.
In 2020, R&D investment will be 1.
463 billion yuan and 8.
509 billion yuan, representing a year-on-year increase of 57% and 38% respectively.
The increase in R&D expenditures of these companies is mainly used for key clinical trials, R&D costs related to prepayments for authorized drug candidates, and development costs related to cooperation with other companies.
Chart 1: 2020 Top 20 R&D Companies in the Pharmaceutical Sector of Hong Kong Stocks
Data source: official website of each company, compiled by Gelonghui
Simcere Pharmaceutical: Innovation-driven, clinical progress continues to advance
As a result of increasing R&D investment, many innovative pharmaceutical companies have begun to taste the joy of post-marketing.
According to Simcere's annual report, the proportion of its sales revenue from innovative drugs in its total revenue in the same period is increasing year by year, reaching 45.
1% in 2020.
In 2020, Simcere Pharmaceuticals had a total of 3 drugs approved for listing, of which Including: the first class of innovative drug, "Beijing" (edaravone dextrozol injection concentrated solution) was approved for marketing and entered the 2020 national new medical insurance catalog, and the imported innovative drug Enrexu (abatacept injection) was approved for marketing , And Aijiewei (tofacitib citrate tablets) were approved for marketing and entered the 2020 National New Medical Insurance Catalog.
In addition, the company has obtained 5 clinical approvals/clinical implied licenses, 1 new indications for new indications for marketed innovative drugs, and 2 product approvals for consistency evaluation.
After the announcement of the annual report, Simcere Pharmaceuticals successively announced the concentrated implementation of multiple innovative drug R&D projects in the focus area.
This also means that the company’s differentiated R&D layout in the oncology and neurological fields will be more complete, and the future revenue of innovative drugs will account for Ratio will continue to improve.
1.
A global innovative drug for cerebral edema AQP4 obtained clinical tacit approval to solve high clinical unmet needs
In the field of central nervous system therapy, Simcere already has a portfolio of innovative drugs and branded products occupying a leading position in the market.
SIM-307 is a small molecule Aquaporin 4 inhibitor introduced by Simcere Pharmaceuticals from Aeromics.
It has obtained positive results in Phase I clinical trials in the United States.
In November 2019, Simcere Pharmaceuticals Cooperated with Aeromics to jointly develop and commercialize the drug in Greater China (including Mainland China, Hong Kong, Macau and Taiwan).
On April 14, Simcere Pharmaceuticals announced that the clinical trial application of the drug SIM-307 for the treatment of acute ischemic stroke complicated by cerebral edema was approved by the State Food and Drug Administration.
From the perspective of market space, this indication has a broad market space.
The current experimental research on AQP4 has fully confirmed its role in the formation and resolution of cerebral edema.
2.
2.
Trilaciclib (trade name: COSELA) is a "First-in-Class" small molecule short-acting CDK4/6 inhibitor discovered and developed by G1 Therapeutics in the United States.
It is worth looking forward to, Trilaciclib is exploring other indications such as triple-negative breast cancer (TNBC), colorectal cancer (CRC), etc.
Currently, Trilaciclib's two clinical trial applications for small cell lung cancer and colorectal cancer in China were approved in January and April this year, respectively.
summary
According to public information, as of November 2020, domestic biopharmaceutical companies have conducted 133 rounds of financing, far exceeding the data of 81 rounds of financing for the entire year of 2019, and the total amount of financing has exceeded 80 billion yuan.
In 2020, dozens of biotechnology companies will successively land on the Hong Kong Stock Exchange and the Science and Technology Innovation Edition, and the scenery is endless.
Today, Simcere has continuously increased its investment in innovative R&D through "independent research and development + external cooperation".