Step length, Tianshili, Yiling, Shenwei, etc. are transforming traditional Chinese medicine and can't go on?

In the development of China's pharmaceutical industry, traditional Chinese medicine enterprises are an indispensable force in the development of China's pharmaceutical industry A number of listed companies of traditional Chinese medicine are focusing on the halo of modern Chinese medicine, including Tianshili, Bubu pharmaceutical, Shenwei pharmaceutical, Yiling pharmaceutical, etc In the past industrial development, these enterprises have been the darling of the capital market for a long time They have been recognized by the secondary market and ranked among the top ten listed pharmaceutical companies in China However, with the continuous promotion of China's medical reform and the change of the internal and external environment of the whole market, traditional Chinese medicine is becoming the target of the public The secondary market also pays less and less attention to traditional Chinese medicine enterprises by means of foot voting From the perspective of the enterprise itself, these traditional Chinese medicine enterprises have not made much achievements in the field of traditional Chinese medicine Ten years ago, they were in charge of varieties or provided major sales for the whole company, but now they are still so Looking at their product lines, it is difficult to find that they have traditional Chinese medicine related R & D varieties in the reserve of follow-up products, and more attention has been turned to other fields From the perspective of the general trend of industry, although the State supports traditional Chinese medicine, for example, many varieties of traditional Chinese medicine have been included in the recently published catalogue of basic drugs, the prospect of the development of traditional Chinese medicine is rather bleak from the perspective of traditional Chinese medicine enterprises In many traditional Chinese medicine enterprises, there are few enterprises with high investment in R & d like Kangyuan pharmaceutical, most of which are less than 3% Even with high investment, it is difficult to achieve achievements in R & D therefore, we can see that most traditional Chinese medicine enterprises are more concerned about marketing than R & D
For the future, it is not hard to see that the enterprises that once focused on Modern Chinese medicine have less and less investment in the field of traditional Chinese medicine, but have turned their eyes to other fields through the accumulation of funds of traditional Chinese medicine, and the turn of these enterprises is making the road of modernization of traditional Chinese medicine to the end, and the "will there be a day when traditional Chinese medicine injection will die" proposed by the previous industry observers will also be It proves that "it will die out" 1 Step Pharma: turning to biopharmaceutical step Pharma issued a notice on September 11 this year announcing the strategic plan of biopharmaceutical, saying that it will make every effort to build the whole industry chain of biopharmaceutical, and constantly enhance the R & D strength of biopharmaceutical through the mode of building platform, attracting talents and seeking cooperation At the same time, step pharmaceutical will take advantage of different advantages of domestic and foreign capital markets to enter the domestic and foreign capital markets Of the 10 biological drugs under development announced this time, 8 are new drugs of category 1, 3 of which have entered the clinical stage, and the fastest one is expected to be launched in 2021 In fact, step has been ready for the layout of biopharmaceutical field As early as June 16, 2016, step established Luzhou step biopharmaceutical Co., Ltd with a land area of 300 mu After the completion of the base, it will be used for the industrial production of the company's biotechnology drugs, with clinical sample production and commercial production capacity Time goes further On July 31, 2015, step pharmaceutical established Beijing step new drug R & D Co., Ltd., which actively introduced a number of innovative biotechnology drugs with independent intellectual property rights in the early stage of R & D Of course, the transformation of step-by-step pharmaceutical is actually forced According to the latest China Daily, the company's revenue fell by 0.06% in the first half of 2018, and its net profit increased by 3.37% However, after deducting the non recurring profit and loss, the company's net profit dropped by 19.18% In the secondary market, step pharmaceutical's share price has also been reduced to a cut at the waist, leaving only a fraction of its peak Under such heavy pressure, it is reasonable for step pharmaceutical to transform into biopharmaceutical 2 Tianshili: Chinese medicine, chemical medicine and biological medicine are developing together The domestic Chinese medicine enterprises that make layout in biological medicine not only have step length pharmacy, but also have a lot of ink in biological medicine in recent years It is understood that Tianshili has been focusing on the research and development of biopharmaceuticals since 2000 After 18 years of exploration, it has successfully built an end-to-end research and development platform integrating research and development, production and sales, realizing the layout of leading research and development pipelines at home and abroad, and becoming a new driving force for development On October 29, Tianshili released the three quarter report that the company's operating revenue in the first three quarters was 13 billion yuan, an increase of 16.69% year on year, and the net profit attributable to shareholders of the listed company was 13.6 yuan, an increase of 20.24% year on year In addition to the stable growth of the original traditional Chinese medicine products, the growth of texeli in biological medicine was 200% to 180 million yuan
At present, Tianshili has successively constructed a comprehensive platform for early development, production and preparation of biopharmaceuticals to clinical development through major investment initiatives such as Tianshili chuangshijie (Tianjin) biopharmaceutical Co., Ltd., Shanghai Saiyuan Biotechnology Co., Ltd., and tianshizhen Biotechnology (Tianjin) Co., Ltd merging Tianjing Biotechnology (Shanghai) Co., Ltd., and laid out a comprehensive platform including antibody drugs There are many biomedical subdivision fields, such as biology, recombinant protein, therapeutic vaccine, etc In addition, the bio pharmaceutical platform was reorganized and renamed as "Tianshili biology" to become the largest unicorn in pre IPO round of domestic bio pharmaceutical field, which is ready to go to Hong Kong for listing In addition, according to the third quarter report of Tianshili, the first three quarters of Tianshili increased by 17.3% to 1.08 billion yuan in chemical medicine compared with the same period last year Tianshili's success in chemical medicine mainly includes anti-tumor drugs, cardiovascular drugs, spiritual drugs and liver protection drugs Among them, the sales growth rate of temozolomide, the main drug, reached 20% in 2017 Tadalafil, gefitinib and other drugs have been reported for production It is expected that the growth rate of the chemical industry will remain within the range of 15% - 20% in the future 3 Yiling pharmaceutical industry: internationalization of chemicals on the evening of October 28, Yiling pharmaceutical industry released a notice that the brief application for new drugs of felodipine sustained release tablets declared by its wholly-owned subsidiary Yiling Wanzhou International Pharmaceutical to FDA has been approved This product is the third FDA approved product of Yiling pharmaceutical industry, and it is also the first sustained-release product exported by the company Felodipine sustained release tablet is a dihydropyridine calcium channel antagonist, which can be used alone or in combination with other antihypertensive drugs In 2017, the total market of felodipine in China's public medical institutions was 2.023 billion yuan, of which the sales of sustained-release tablets was 1.634 billion yuan In terms of internationalization, Yiling pharmaceutical industry has always been ahead of domestic Chinese medicine enterprises For example, Lianhua Qingwen capsule of Yiling pharmaceutical industry is the first compound Chinese medicine officially approved by the US FDA to treat colds and influenza in the world This product not only has the killing effect on influenza A H1N1 and H3N2 virus, but also has the obvious inhibiting effect on other influenza viruses such as parainfluenza, SARS, avian influenza, hand, foot, mouth, herpes and so on
In fact, in order to connect with the world, Yiling pharmaceutical industry began to layout the international pharmaceutical industry as early as 2009, and established an international R & D, quality, production and marketing team Senior managers have many years of rich experience in the European and American market, with long-term working background and professional experience of multinational pharmaceutical companies, and strong market analysis in the European and American generic pharmaceutical market Ability, R & D ability, production management ability, product planning ability and marketing ability As can be seen from the company's official website, Yiling pharmaceutical is led by Yiling Wanzhou International Pharmaceutical, a wholly-owned subsidiary of Yiling pharmaceutical, which has completed the declaration of nine products to the FDA, three of which have been approved It includes felodipine sustained-release tablets for the treatment of hypertension The product was approved by the US FDA in October 2018, and is the first approved sustained-release product in Yiling pharmaceutical industry It marks that Yiling pharmaceutical has entered the global antihypertensive market with nearly 30 billion US dollars capacity In addition, acyclovir tablets mainly used for the treatment of herpes virus infection produced by Yiling Pharmaceutical Co., Ltd have also been approved by the FDA for listing in March 2018, and ciprofloxacin tablets, a broad-spectrum antibacterial drug, have also been approved by the FDA for listing on June 27 Industry insiders pointed out that the two drugs are common drugs with huge market space In 2017, the sales of acyclovir tablets in the U.S market was about 21.73 million dollars, and the sales of ciprofloxacin tablets in the U.S market was about 26.9 million dollars 4 Shenwei pharmaceutical: Shenwei pharmaceutical, a giant of retail pharmacy, has taken another path in the process of transformation Shenwei Pharmaceutical Group is a large-scale comprehensive enterprise group with modern traditional Chinese medicine as its main business Its main business covers the upstream and downstream industrial chains of traditional Chinese medicine planting, Chinese patent medicine research, extraction, production and marketing It is a professional manufacturer of modern traditional Chinese medicine injection, soft capsule and granule The sales network covers more than 30 provinces, cities and autonomous regions, and the products are exported in batches At present, Shenwei pharmaceutical industry has made a positive layout in retail, including the establishment of a chain of Shenwei pharmacy Shenwei pharmacy is an important part of the retail sector of Shenwei group, which has been gradually distributed since 2015 On August 20, 2015, the company successfully acquired 41 stores under Hebei metallurgical chain drugstore Up to now, no matter in terms of sales revenue and normative profitability, there has been a substantial increase and improvement This small test of M & A is a successful case On November 2, 2016, Shenwei chain pharmacy and Hebei Hengtai Pharmaceutical Co., Ltd reached a strategic cooperation The two sides jointly built a large-scale chain enterprise with a sales scale of more than 3 billion yuan, and promoted the development of Hebei regional pharmaceutical chain to scale up and standardize As of the end of June 2018, Shenwei Pharmaceutical Co., Ltd has covered 150000 pharmacies, including 100000 chain pharmacies and 50000 monomer pharmacies, an increase of 10000 and 5000 respectively compared with the beginning of 2017.