Volume purchase will be beneficial to the development of innovative drugs. These pharmaceutical companies may be favored

[market analysis of chinapharma.com] recently, the pilot joint procurement led by the state health insurance bureau held a symposium in Shanghai, and released a list of 33 consistency evaluation varieties for batch volume procurement According to the industry, the volume purchase of the State Medical Insurance Bureau reflects the change of the expenditure structure of medical insurance Under the guidance of the general office of the CPC Central Committee and the general office of the State Council to encourage innovation, the funds saved by volume purchase for medical insurance can support more and better innovative drugs to be included in the medical insurance, so as to achieve rapid volume release, that is, the medical insurance support for the development of innovative drugs will be strengthened In the future, innovative medicine will lead the pharmaceutical industry The industry said: "with the volume of procurement, medical insurance will be vacated to replace birds, leaving a huge development space for innovative medicine We believe that the volume procurement of the National Medical Insurance Bureau reflects the change of the expenditure structure of medical insurance Under the guidance of the general office of the CPC Central Committee and the general office of the State Council to encourage innovation, we believe that the funds saved by volume procurement for medical insurance can support more and better innovative drugs to be included in the medical insurance and achieve rapid volume release, that is to say, the medical insurance support for the development of innovative drugs will be strengthened We are still firmly optimistic about the development of domestic innovative drugs " For the development of innovative drugs, investors mainly recommend Hengrui pharmaceutical, Kelun pharmaceutical, tag pharmaceutical, Wuxi apptec and other enterprises Hengrui pharmaceutical has entered the harvest period of innovative drugs For a long time, Hengrui pharmaceutical adheres to the strategy of R & D innovation and continues to increase R & D investment In 2017, it reached 1.759 billion yuan, an increase of 48.53% year on year In the past 10 years, Hengrui pharmaceutical has undertaken 28 major special projects, obtained 6 new drug certificates and generation approvals, and applied for production of 2 class 1 new drugs
According to the industry, the R & D of innovative drugs of Hengrui pharmaceutical has begun to enter the peak of harvest The heavyweight varieties of PD-1 monoclonal antibody and rimazolum are in the process of market review There are more than 10 drugs in phase III clinical stage In the next few years, a large number of innovative drugs will be approved The proportion of innovative drugs in the company's product structure will be further improved and enter a new growth stage R & D innovation business gradually ushers in the harvest period R & D innovation is the third "engine" of Kelun pharmaceutical industry According to 2017 financial report, Kelun pharmaceutical has invested 2.746 billion in R & D and innovation since 2013 Among them, from 2015 to 2017, the R & D investment of Kelun pharmaceutical industry was 498 million yuan, 613 million yuan and 846 million yuan respectively, increasing year by year In the first half of 2018, the R & D and innovation efforts of Kelun pharmaceutical industry remained unchanged, with R & D investment of 502 million yuan, an increase of 27.89% over the same period of last year Up to now, Kelun pharmaceutical has invested more than 3.2 billion yuan in R & D In terms of innovative drug research, Kelun pharmaceutical strengthens the early involvement of global frontier projects and technologies; in terms of R & D platform construction, it strengthens the construction of innovation platform and accelerates the internationalization process It is reported that Kelun innovative drug has applied for one clinical application, obtained five CFDA innovative drug clinical approvals, and obtained one FDA innovative drug clinical approval; tiger medicine - "innovative cro" Tiger pharmaceutical is a contract research organization that focuses on providing professional services for the whole process of clinical trials for new drug research and development It is mainly engaged in the technical development, technical consultation, achievement transfer of pharmaceutical related industrial products and health-related industrial products, as well as the management, statistical analysis and translation of clinical trial data With more than 130 clinical trials of innovative drugs in China, tag pharmaceutical has been known as "innovative cro" Wuxi apptec - small molecule pharmaceutical R & D service enterprise Wuxi apptec is a large-scale small molecule pharmaceutical R & D service enterprise in China, which ranks first in the world The company has a large-scale and experienced small molecule new drug R & D team in the world, which conducts nearly 7000 chemical reactions every day and delivers more than 3 million compounds to customers, with obvious advantages in the field of synthetic chemistry At present, small molecule is still the main battlefield of new drug research and development, accounting for more than 60% of global pipelines, with sufficient market space At the same time, policies such as consistency evaluation and MAH are expected to provide sufficient growth momentum for domestic small molecule business.