U.S. $765 million to support Kodak 6 well-known pharmaceutical companies to expand production of raw materials competition to open?

Clearly, after the new crown outbreak, a battle for the API market has begun.
in February, Sanofi announced plans to merge six of its API production sites in Europe to create an independent API production company that would form the world's second-largest API production business.
to balance Europe's dependence on Asian API.
China, the world's largest supplier of ESSENTIAL drugs, provides key ingredients to global drugmakers.
but from the perspective of the specialty API industry, high value-added APIs are still mostly concentrated in India, Europe.
China Medical and Health Products Import and Export Chamber of Commerce data show that in 2019, China has a total of 12,462 enterprises operating API export business, an increase of 1056 compared with the same period last year, the number of business entrepreneurs has maintained growth for six consecutive years, almost all private enterprises.
and the main exports are concentrated in Asia, Europe, North America, the three major markets, accounting for 89% of China's total exports of API.
and now in the main export market tightening at the same time, the domestic strict project approval, as well as the promotion of drug consistency evaluation, the survival of the fittest industry will accelerate, the industry leader will be further enhanced.
the way out for API companies is worrying.
01 market competition opens up China's advantage in the global pharmaceutical industry chain is the production and supply of upstream API, especially low value-added bulk API, China's EXPORT of API close to the world's API market share of 20%.
India is China's largest export destination for API, accounting for 8% and 16.8% of China's API exports in 2019.
data show that more than 60 percent of the raw materials used in India's production of drugs come from China.
dependence on certain types of API, such as antibiotics, is close to 100%.
however, a battle for the API market began to unfold as a result of the outbreak of the new crown outbreak.
first Europe has to balance its dependence on Asian APIs.
China Medical Insurance Chamber of Commerce data show that in 2019, China's exports of raw materials to Europe 207.63 million tons, the value of 9.461 billion U.S. dollars, up 14.1% YoY, the volume and amount of our API exports accounted for 20.52 percent and 28.09%, accounting for a basically stable.
exports to the EU reached US$8.281 billion, up 12.36 percent year-on-year.
Germany, the Netherlands, Italy and Spain are among the top 10 countries for the destination of china's API exports.
China's exports to the European Union of raw materials to anti-infective, amino acids, vitamins, tetracycline and so on.
to improve Europe's over-reliance on essential sage in Asia in an effort to alleviate drug shortages during the outbreak.
In February, Sanofi announced plans to merge six of its API production sites in Europe to create an independent API production company, making it the world's second-largest API production business.
Sanofi said it currently employs more than 3,000 people and expects sales of up to 1 billion euros by 2022.
the API market is growing at a 6 per cent rate, the new company will quickly unlock its growth potential.
, Sanofi has considered applying for a listing for the company, which will then hold a 30 per cent stake to boost its investment capacity.
Since the outbreak in the United States, the Trump administration has sought to move away from its dependence on foreign drug production chains and encourage U.S. companies to produce drugs and raw materials at home.
currently, Americans consume about 40 percent of the world's generic raw materials, but less than 10 percent of generic production takes place in the United States.
the United States is The second largest destination for China's API exports.
but affected by Sino-US trade friction, imports of Chinese API in 2019 amounted to US$4.215 billion, a decrease of 1.23% YoY, and is the only country in the top 10 countries with negative growth in the list of API exporters.
I exported 665.4 million tons of raw materials, a decrease of 10.99 percent year-on-year, while the average export price increased by 10.96 percent year-on-year. On March 15,
, U.S. Congressman Earl L. Buddy Carter said in an interview with Fox News that the Congressman's office is working on legislation to encourage companies to return to the U.S. to move factories back to the U.S.
Trump issued an order in May that would allow the DFC to fund control the new crown spread and strengthen any related domestic drug production supply chains.
the U.S. is offering the loan with the goal of reducing dependence on drug imports from countries such as India.
in May, the Trump administration signed an $812 million contract with a U.S. drugmaker.
on July 28th, under the Defense Production Act, the U.S. government announced a $765 million loan to Kodak to produce essential drug ingredients defined by the FDA as a national shortage.
this is the first time Kodak has received such a loan, mainly to help the United States to treat various diseases of the production of drugs, reducing the United States dependence on foreign drugs.
, according to Mr. Trump, "this is a breakthrough in bringing the pharmaceutical industry back to the United States."
Kodak's $765 million loan support may be just the beginning, and the U.S. is considering funding about 30 companies to fight the new virus and protect public health.
Kodak has extensive industrial facilities, including 16 million square feet of manufacturing space, laboratories, warehouses and offices, 88 mass-produced reactors, on-site power plants and steam supplies, and a long experience in organic chemical manufacturing.
Kodak looks forward to enabling the company to "get up and running quickly" with its existing infrastructure.
Kodak plans to produce up to 25 percent of the API used in generic drugs, and expects large-scale production within 3-4 years, so that the production of pharmaceutical raw materials will account for 30 to 40 percent of its business.
02 6 listed pharmaceutical companies to expand the API epidemic, Kodak in the United States to produce API, Sanofi in Europe to buy API pharmaceutical, it seems a bit counter-trend.
in fact, since 1990, the production of API began to gradually shift from Europe and the United States, especially in the United States, most generic drug companies do not have their own API production workshop, mainly rely on imports.
china and India have become major producers and exporters of basic API in this wave of transfer.
described in one sentence: India is a well-deserved "generic drug" big country, and China is a large country of generic raw materials. more than 60 per cent of Indian generics are exported to developed countries such as the Us, Europe and Japan, and nearly 40 per cent of the generics sold in US stores come from India, according to a
set of data.
60 per cent of India's API comes from China, where exports of API account for 20 per cent of the global API market.

therefore, the current stage of the API "competition", mainly characteristic systed.
at present, in the field of specialty API industry, the United States, Europe and other developed countries still dominate, especially the high value-added patented pharmaceutical raw materials.
in recent years, with the development of domestic innovative drugs, the government attaches importance to and support the specialising API industry, many API enterprises continue to increase the layout, improve the level of production technology, become the main role of this "battle".
the shortage of API was exposed after the outbreak.
the United States, Europe, India pharmaceutical companies have taken action, domestic pharmaceutical companies are no exception, especially in the case of the expansion of financing channels, a number of pharmaceutical companies intend to expand the production of raw materials through fixed increases or listing. On July 30,
, Aoxiang Pharmaceuticals again submitted a fixed increase plan, to raise 420 million yuan for the construction of specialty apiandand and key pharmaceutical intermediate synthase production base, the original amount of 350 million yuan.
the products of this project mainly include 5 API products and 7 pharmaceutical intermediateproducts, 5 API products are latanprostatin nitrate, non-bustatin, apixaban, sodium sodium sodium, midazolam.
, Latanprosin is the market for glaucoma drug TOP1 drugs, for the domestic hospital glaucoma clinical treatment of the first-line drug, the original research manufacturer is Pfizer.
non-bus is an antigout drug, forward-looking industrial research institute data show that in 2018 China's public medical institutions terminal non-busthe sales of 1.087 billion yuan, up 140.44 percent year-on-year, accounting for the largest share of the domestic gout market (more than 50%).
apixaban is also the global sales of small molecule drugs, Shumore sodium glucan is a heavy bomb-level narcotic new drugs, raw materials preparation technology is difficult, high quality control requirements, high technical barriers.
and the mature medicine corresponding to the mimitapri hydrochloride, at present, only the original research drug.
summary, The apion in this project, mainly sales of large varieties, and apitic technology difficult new drug varieties.
similar to Aoxiang Pharmaceuticals, this year's A-shares also have Ang Likang, Guangshengtang and Fuxiang Pharmaceuticals submitted plans to expand the production of raw materials.
, the largest refinancing amount is Fuxiang Pharmaceuticals, which intends to raise 1.064 billion yuan for the construction project of high-efficiency Pernan class antibiotics, with an annual output of 616 tons of Nave intermediate projects, respectively, involving antibiotics, antiviral products.
followed by An Likang and Guangshengtang, both plan to raise funds in a non-public offering of about 500 million yuan, of which, Anlikon plans to be used for annual output of 5 tons of doso tea base, 20 tons of potassium hydroxide and other raw materials projects;
it is worth noting that three of the four enterprises are pharmaceutical companies that are integrated with raw material preparations.
this means that pharmaceutical companies to expand the production of API projects, there may be another layer of consideration, that is, the domestic implementation of the drug centralized procurement bidding policy, in particular, the drug companies to test the cost control capacity.
, in addition, there are drug companies that are going public to boost their capital. On July 29,
, Ishiguro Announced that it was considering the possibility of splitting its integrated platform for apiandic and medical materials and listing it independently Chinese mainland.
and recently listed in Hong Kong shares of domestic heparin raw materials leading enterprises heparin prior.
.