The medical industry ushers in a critical period of transformation, and the six hot areas are favored

[trends of pharmaceutical network industry] the great health care industry is greatly affected by the progress of policies and innovative technologies In the past two years, the industry is undergoing great changes, which is very obvious from both the demand and supply sides Because of the huge changes in demand and supply, China's medical and health industry is undergoing fundamental changes and ushering in a critical period of transformation At this stage, no matter capital or enterprise, every step in the process of transformation and development is particularly important, and talents who can make a correct judgment on the situation can go further in this process For this reason, the author specially combed the investment and financing events of the global biomedical industry in 2018, the drug approval situation of China and the United States, and speculated that the six hot areas in the pharmaceutical field would be focused on in the future, so as to provide some references for practitioners in the future development direction Hot spots: antibody drugs: from 2014-2018 investment and financing data, antibody drugs \ targeted drugs, gene detection, immunotherapy and special disease drugs are currently the subdivision areas of great capital concern Among them, antibody drugs \ targeted drugs have been ranked the top of the investment and financing hot list with the financing amount of US $6.064 billion Since 2015, because a large number of returned scientists returned to China to start their own businesses, antibody drug R & D enterprises have sprung up So in the field of antibody drugs, we all focus on hot targets to develop, so the track is very crowded But if we can really make a new target discovered by the Chinese themselves, and make innovative antibody drugs based on the new target, we believe that many investors will be very willing to invest The second hot area: gene therapy With the emergence of better gene editing technology, as well as the breakthrough of virus vector in safety and industrial production, since 2012, nine gene therapy products in Europe and the United States have been on the market, while gene therapy has also been extended to ophthalmology, skeletal muscle diseases and other fields, and the industry ushered in a rapid development period In the future, gene therapy will also make breakthroughs in solid tumors, ucar-t and other aspects According to the data, in 2018, a total of 17 gene therapy companies in the world obtained financing, and capital invested US $1.7 billion in this field Although most of the investment and financing events take place overseas, we can also see that Lilly Asia, IDG and other investment institutions have quietly launched several rounds of layout in China Gene therapy has already set off a trend overseas, which is bound to quickly sweep the domestic market The third hot area: generic drugs The main investment opportunities are in complex generic drugs and innovative drugs According to data statistics, in the first half of 2018, among the top 100 drugs sold in the United States, 47 are small molecule drugs, of which only 11 are imitated in China Some varieties are difficult to be imitated due to the complex process technology At present, some domestic enterprises are carrying out localization development for related varieties The new preparation is mainly inhalation preparation, slow and controlled release preparation, microcrystalline and so on It has clinical advantages, high preparation technology difficulty, and higher development success rate compared with innovative drugs The fourth hot area: orphan drug / rare disease drug R & D is affected by many factors such as R & D difficulty, drug period, generic drugs and so on, while rare disease drug R & D often performs well due to less competition in policy protection Throughout the global market, FDA approved 59 new drugs in 2018, breaking the 20-year record Of the 59 new drugs, 34 were approved as orphan drugs With the increasing cost of R & D and the increasingly strict approval requirements, the research and development of rare disease drugs has become the choice of pharmaceutical companies A large number of pharmaceutical enterprises, such as Roche, Xinji pharmaceutical, BMS, Novartis, Aberdeen and Johnson & Johnson, have a considerable part of their R & D expenses for the research and development of rare disease drugs every year Evaluatepharma has predicted that the total sales volume of orphan drugs in the world is expected to reach US $209 billion in 2022, accounting for 21.4% in the prescription drug market (excluding generic drugs); the growth rate (the compound annual growth rate from 2017 to 2022 is 11.1%) will be twice that of the whole prescription drug market The fifth hot area: stem cell stem cell, also known as source cell and multi-purpose cell, is a kind of primitive cell group with self-renewal, high value-added and multiple differentiation potential, and is the progenitor cell that can be differentiated into various tissues and organs It has the characteristics of self-renewal, differentiation potential, low immunogenicity and good tissue fusion It is called "universal cell" in the medical field Stem cells are divided into upstream stem cell storage and downstream stem cell treatment The development status of products on the market and products under research shows that the effectiveness, safety and quality controllability of stem cell therapy have yet to be confirmed, and the development of the whole industry is still at an early stage At present, we can focus on brand specialized hospitals combining multiple stem cell therapies The sixth hot area: nucleic acid drugs, also known as nuclear caustic drugs, are various oligoribonucleotides (RNA) or oligodeoxyribonucleotides (DNA) with different functions, which mainly play a role at the gene level Nucleic acid drugs include aptamer, antigene, ribozyme, antisense nuclear acid and RNA interference agent Because of its specificity for pathogenic genes, that is to say, with specific targets and mechanisms of action, nucleic acid drugs have a wide range of application prospects At present, there are seven products on the market in the world There are few enterprises engaged in the research and development of nucleic acid drugs in China They are basically lincense in products from abroad, and the main indications are rare diseases But this is also the frontier of innovation in the pharmaceutical industry, which deserves attention.