With the outbreak of domestic new drugs, what impact will it have on pharmaceutical companies?

[ Focus on Chemical Machinery and Equipment Network ] In recent years, under the background of favorable policies and continuous improvement of science and technology, China's innovative drugs are ushering in a "golden development period".
The number of approved innovative drugs continues to increase, and the quality is also increasing.

Under the tide of innovation, domestic new drugs explode
 

According to data, from September 12th to September 25th, 31 varieties of domestically-made new drugs obtained implied approval for clinical trials.
Among them, 25 are Class 1 innovative drugs.
During the same period, 28 clinical applications of domestic new drugs were accepted by CDE, and 18 of them were category 1 innovative drugs.

 

On the whole, in the context of the continuous emergence and rapid growth of China's emerging innovative drug companies, pharmaceutical companies are deploying product pipelines around diversified strategies, which is making China's innovative drug research and development a situation of contention.
In addition to the continuous increase in the number of varieties, it can be seen from the relevant data that the product pipeline layout strategies of different companies also have their own focus.
For example, Zai Lab pays attention to the introduction of products in the late pipeline, which can be commercialized more quickly, while the distribution of the research and development stage of Baiji pipeline is relatively balanced.

 

　　However, it is worth noting that from the perspective of innovation layout, listed companies are researching innovative drugs mainly in the fields of anti-tumor, anti-infective drugs, immune system drugs, and cardiovascular drugs.
Among them, the anti-tumor field can be said to be the main track for innovation by pharmaceutical companies.
There are 161 research-innovative drugs concentrated in this field, accounting for approximately 52% of the A-share listed companies' research-innovative drugs.

 

　　Industry insiders believe that the competition of innovative anti-tumor drugs will be volatile.
Even for innovative drugs, with the increase in the number of approved drugs and the acceleration of product iteration, it is inevitable that there is a risk of being eliminated by the market.
Therefore, how to avoid the homogeneity of innovation will be an urgent problem in the development of domestically-made innovative drugs.

 

　　With the explosion of domestically produced new drugs, can pharmaceutical machinery companies usher in good news?
 

　　At present, under the general trend of innovation, some industry experts predict that with the refinement of the priority review regulations for innovative drugs and breakthrough drugs, the drug review time will be further shortened, and the next three years may be the explosive period for the launch of innovative drugs in China.

 

　　In this context, as the technology and equipment support for pharmaceutical companies' drug development and production, the industry generally believes that it will also face huge development opportunities.
After all, when pharmaceutical companies want to transform the field of biomedicine or other innovative drugs, the demand for equipment will definitely change.
In particular, there will be more requirements for sterile equipment and microbiological testing equipment, as well as equipment efficiency.

 

　　It is understood that in order to seize the opportunities under the tide of innovation of pharmaceutical companies, current pharmaceutical companies are actively improving and upgrading equipment in accordance with the new needs and new requirements of pharmaceutical companies.
For example, in terms of production capacity, it is to further improve the automation and intelligence level of equipment to ensure production capacity and meet the needs of enterprises for efficient production and low-cost; in addition, under the background of the industry's growing "green" environmental protection development concept, pharmaceutical machinery Companies are constantly optimizing the structure of equipment, and through technological innovation, to help save energy and reduce consumption, and green development.

 

　　In addition, for pharmaceutical equipment manufacturers, the options for scalable overall solutions that can support the commercial production of drugs are still very limited.
In order to solve this problem, many pharmaceutical machinery companies are also transforming and upgrading from a single equipment supplier to a solution provider.
Such as Singapore and Horse Pharmaceuticals is advancing the pharmaceutical equipment industrialization project, which will be officially put into operation at the end of this year.
It is reported that after the start of the project, the technological innovation of Xinma Pharmaceutical will be further upgraded, and at the same time, a full industrial chain of solid preparations-laboratory, customized, production-type, and closed-type production lines will be formed, which will become a stable and reliable solid for domestic and foreign customers.
A complete solution provider for preparation equipment.

 

　　Concluding remarks
 

　　Generally speaking, in the context of the rapid development of innovative drugs, my country's pharmaceutical equipment industry will also usher in more opportunities.
But opportunities often coexist with challenges.
With the continuous development of the pharmaceutical machinery industry, it can be seen that the future pharmaceutical machinery industry will accelerate the upgrade, and market competition will also intensify.
Therefore, pharmaceutical machinery companies need to accelerate the improvement of their comprehensive capabilities in technology, R&D, innovation, and services in order to usher in new growth points under the fierce pharmaceutical industry reform in the future.

 

　　Original title: What impact will the outbreak of domestically produced new drugs have on pharmaceutical companies?