Under the license in fever, pharmaceutical companies must avoid "false innovations"

In recent years, with the introduction of a series of domestic medical reform policies, such as the consistency evaluation of generic drugs, centralized procurement, etc.
, the survival rules of the entire pharmaceutical industry have begun to undergo tremendous changes, and more and more pharmaceutical companies are trying to enhance their competitiveness.
, Began to transform into new drug research and development
.
However, it is worth noting that the innovation of China's entire pharmaceutical industry is still relatively weak, and there are still a small number of truly innovative companies, and most of them are imitating
.
In this context, in order to accelerate the improvement of innovation, traditional pharmaceutical companies have begun to transform models in many ways.
The more classic ones include acquisition of new companies, independent research and development, introduction of projects, cooperation with other companies, and establishment of subsidiaries.

.
Among them, under the background that the country encourages innovation, the license in model has become the trend of innovation for domestic pharmaceutical companies in recent years
.
According to incomplete statistics, since 2021, the number of domestic innovative drug license in projects has exceeded 90, of which more than 30 transactions exceeded 100 million U.
S.
dollars, and 14 exceeded 300 million U.
S.
dollars
.
But at the same time, industry analysis also pointed out that a large number of Chinese pharmaceutical companies are currently seeking to innovate through license-in, which is causing two major drawbacks
.
On the one hand, the cost of introducing innovative drugs from overseas is getting higher and higher
.
In fact, this can be seen from the current continuous breakthroughs in the transaction amount of domestic pharmaceutical companies
.
On the other hand, it is causing the homogenization of domestic innovative drugs to become more and more serious
.
For example, CAR-T cell therapy products that are relatively hot in recent years, the CAR-T projects currently under clinical research mainly focus on popular targets such as CD19, CD20, CD22, GPC3, and BCMA.
Among them, China uses CD19 as the target.
Of CAR-T clinical trials accounted for more than 40%
.
In addition, PD-1 is also a hot area where pharmaceutical companies get together seriously
.
For example, on July 5, the listing application for the new drug of Lepu Biologics PD-1 Putrizumab was accepted by the State Food and Drug Administration, and it became the 9th domestically-made PD-1 that was declared for marketing.

.
Prior to this, the PD-1 (L1) that has been listed on the domestic market, including Cinda Bio, Hengrui Pharmaceuticals, BeiGene, Merck and Roche's related products, have also been approved for new indications
.
On the whole, the industry believes that the innovation of China's entire pharmaceutical industry is still relatively weak, and there are not many truly innovative companies.
Most of them are imitating, and they are still lacking in market competitiveness
.
In this regard, analysts believe that "License in" is not a simple purchase.
First of all, it still requires the enterprise itself to have a higher level of technology
.
After all, only if you have the ability, can you understand the project, know the quality of the project, and then continue to support the future with the help of research and development capabilities
.
At present, for companies, the industry believes that they still need to continuously improve the level of innovation and focus on the clinical value of drugs in order to move towards a good future
.
It is necessary to accelerate the development of independent innovation to overcome the dilemmas of me-too, me-better, biosimilar, and fast follow, and transform from license in to license out, and from the current high degree of homogeneity to differentiated unmet clinical needs
.