Analysis report on the development trend of China's innovative medicine industry in 2020

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Overview of the development trend analysis report of China's innovative medicine industry in 2020:

With the in-depth implementation of 4+7 belt procurement, the generic drug industry has entered the era of low profit, and all major pharmaceutical companies have transformed into high-profit and high-risk innovative drug research, and innovative drug research and development has witnessed explosive growth.

The analysis report systematically reviewed the development status of the innovative medicine industry since 2018, deeply analyzed the development trend of the innovative medicine industry chain, and elaborated on the status quo of each link of the value chain of research and development, the core value activity of innovative medicine, in China.

The analysis through the PEST analysis on external innovation medicine industry policy, economic, social and technical environment of insight, and the innovation medicine leading enterprises hengrui pharmaceutical, 12 drug firms such as paekche China has carried on the analysis on the insight through value chain, insight into the core competitiveness, as well as the external opportunities and threats identified, help domestic innovation medicine enterprise clear industry for the future development trend, focusing on their own core competitiveness, comply with the trend, breakthrough the bottleneck itself, leapfrog development.

Key words: innovative medicine, research and development, value chain, development trend

Now let's take a look at the dry goods section of this report

I. industrial chain analysis

Upstream: API prospects are good, will become an important thrust of the pharmaceutical industry upgrade

In general, bulk API overcapacity, low prices; The capacity of characteristic API continues to expand, and the target is to target the original research drug whose patent expires. In terms of patented drug API, China's CMO ranks among the top in the world, with a growth rate of 20% ~ 30% in the future. China's API industry concentration degree is obvious, but the distribution of enterprises and products is unbalanced.

Midstream: pharmaceutical research and development continues to grow, biomedical will be the first to benefit from the development opportunities.

In order to control costs and improve efficiency, outsourcing of business links such as research, development, production and sales of innovative drugs will become the new normal, and the open cooperation mode dominated by outsourcing will become the core trend in the future.

Downstream: "two-vote system" policy continues to affect the future concentration of the pharmaceutical circulation industry will continue to increase.

Pharmaceutical commercial circulation industry in the short term is expected to be the competition pattern is the "national leading + area leading + remote retail" the competitive landscape, and finally formed "balkanization" national leading + place industry competition pattern, the big four leading enterprises of Chinese medicine, China resources respectively of medicine, Shanghai medicine and kyushu, market concentration will improve further.

Ii. Research and development value chain analysis

The core competency in the value chain will become the core competitiveness of pharmaceutical enterprises in innovative drug research and development.

As shown in the figure above, the first three activities are the core value activities of innovative drug research and development. As the market for innovative drugs explodes, numerous subcontractors will be created at each node of the value chain.

It is urgent to comb each segment of the core r&d activities of innovative drugs to help innovative drug companies to gain insight into their core competitiveness and build market advantages.

China's new drug discovery CRO started late, and its market size and penetration rate need to be improved. It is mainly concentrated in Beijing, Shanghai, guangdong and jiangsu, which are rich in innovation resources. In general, the overall market size of China's drug discovery CRO market is still small, and the penetration rate of drug discovery outsourcing service is still far behind that of the world. There is still a large growth space for the market size and penetration.

China's first pharmacokinetic research platform, tianjin new drug safety evaluation and research center, has been established and put into use. There is still a big gap between China's safety pharmacology research and that of the world. The research of drug toxicology in China is consistent with the international research practice of drug toxicology and the development level of new drug research and development in China.

At present, the main problems of Ⅰ phase of clinical trial are: Ⅰ phase of clinical trial institution number and distribution; Lack of collaborative organization, communication and cooperation between researchers, sponsors and CRO is difficult; The trial design was repetitive and inefficient, and the characteristics of Chinese patients were not taken into account in population screening and research. Domestic drug firms focus on develop improved drugs, rare Ⅰ period test new molecular entities.

The status quo of clinical stage Ⅱ, Ⅲ mainly are: the lack of clinical resources, uneven distribution; Low efficiency of GCP organization, imperfect system, long test cycle, lack of industry standard; Lack of talents, homogeneous competition, high cost of research and development; Patient resources are scarce and subject recruitment is difficult.

How to solve the above problems, please contact broad heng 028-85552755, get the full version of this analysis report.

Iii. Analysis of benchmark pharmaceutical enterprises

Among the 12 domestic key pharmaceutical enterprises selected by us, there are not only traditional large-scaled generic drug transformation pharmaceutical enterprises, but also biotechnology companies and traditional Chinese medicine transformation pharmaceutical enterprises, among which there is always one that you want to know.

With the arrival of the era of innovative medicine, the above-mentioned pharmaceutical companies happened to choose the strategy of independent research and development + cooperative research and development, for details, please contact bogrand hengrui 028-85552755, to find out.

Zhengda tianqing has obvious advantages in the field of liver diseases, with its generic drugs ranking first, but it has fewer hot targets and insufficient new drug reserves. Qilu pharmaceutical has obvious advantages in generic drugs, and its generic consistency has been evaluated in many categories, but it lacks pioneering star products. Yangzijiang pharmaceutical is an outstanding innovator of traditional Chinese medicine in China. Although it also distributes chemical and biological drugs, there are few big products in this kind of drug innovation. Beida pharmaceutical's flagship product ectinib is a milestone of domestic innovative medicine, but for many years, beida pharmaceutical relies heavily on ectinib, so the development of innovative drug products needs to be continuously strengthened.

In terms of innovative drug research and development, although the major pharmaceutical companies have different advantages in the research and development value chain, they all adopt the research and development model of "autonomy + cooperation". On the one hand, the core competitiveness of the enterprise can be increased by strengthening the talent and technology accumulation of the team. On the other hand, through the cooperation with CRO enterprises, scientific research institutions and enterprises, or patent introduction, sale, investment, acquisition and merger, etc., to carry out cooperative research and development, so as to enhance their own research and development strength, improve the efficiency of research and development, expand the product pipeline, in order to achieve product innovation.

Iv. Development trend of innovative medicine industry in 2020

Only foresight can win in the future, especially in business.

Based on detailed data and rigorous demonstration, we forecast the future development trend of the innovative medicine industry:

1. Industry pattern: the competition pattern of domestic innovative medicine tends to be head-on; Hot target competition is fierce, focusing on subdivision; Innovative medicine leans towards biotechnology.

2. The business model of the pharmaceutical industry will be diversified in the future; China will see a surge in clinical and market applications for innovative drugs; Intensive research and development, open innovation will become the mainstream.

3. China's clinical reform and technological progress will lead to a significant reduction in the r&d cycle of innovative drugs, as shown in: the clinical cycle is gradually shortened; The application of advanced technology will strongly promote the interdisciplinary cooperation of original research of new drugs. The research and development of new molecular entities, biological agents and biomarkers have become more important.

4. Under the influence of covid-19 epidemic, the development of antiviral drugs will usher in continuous opportunities; During the epidemic period, the process of clinical research and drug marketing approval was greatly shortened and became the future trend.

V. catalog of development trend analysis report of China's innovative medicine industry in 2020

I. overview of the innovative pharmaceutical industry

1.1 definition, classification and characteristics of innovative medicine

1.2 development history of innovative medicine at home and abroad

1.2.1 development history of biological innovative drugs

1.2.2 development history of chemical medicine innovation

1.3 overview of innovative pharmaceutical products

1.4 overview of domestic innovative medicine supply and demand

Ii. Overview of the innovative pharmaceutical industry chain

2.1 upstream: the prospect of API is good, which will become an important impetus for the upgrading of pharmaceutical industry

2.2 midstream: pharmaceutical r&d continues to grow, and biomedicine will be the first to benefit from the development opportunities

2.3 downstream: the "two-vote system" policy will continue to influence, and the concentration degree of the pharmaceutical circulation industry will continue to increase in the future

2.4 value chain of innovative drug r&d

Iii. Analysis of the current situation of the innovative pharmaceutical industry

3.1 analysis of policy environment

3.1.1 in medicine: priority review and approval, listing license holder system, consistency evaluation, and restriction of adjuvant drug use

3.1.2 medical treatment: medical price reform in public hospitals, abolition of drug mark-up and graded medical treatment

3.1.3 medical insurance: medical insurance fee control

3.1.4 circulation: 4+7 belt purchase, national drug price negotiation, two-vote system

3.2 analysis of economic environment

3.3 social environment analysis

3.3.1 China has a large population base

3.3.2 China's population structure is aging

3.3.3 China's aging society will promote the development of the pharmaceutical industry

3.3.4 strong demand for improvement of people's health

3.3.5 serious environmental pollution in China affects the health of residents

3.3.6 the prevalence of various diseases in China is high and tends to be younger

3.3.7 China's rural areas have great potential for medical growth

3.3.8 technical environment analysis

3.4 technical environment analysis

Iv. Analysis of key domestic enterprises in innovative medicine industry

4.1 the weather is fine

4.4.1. SWOT analysis

4.1.2. R&d strategy

4.1.3. Analysis of core competitiveness

4.2 qilu pharmaceutical

4.2. 1A SWOT analysis

4.2.2. R&d strategy

4.2.3. Analysis of core competitiveness

4.3 jiangsu haosen pharmaceutical co., LTD

This SWOT analysis

4.3.2. R&d strategy

4.3.3. Analysis of core competitiveness

4.4 sichuan kelun pharmaceutical co., LTD

4.4.1. SWOT analysis

4.4.2. Research and development strategy

4.4.3. Analysis of core competitiveness

4.5 yangzijiang pharmaceutical co., LTD

4.5.1. SWOT analysis

4.5.2. R&d strategy

4.5.3. Analysis of core competitiveness

4.6 jiangsu hengrui pharmaceutical co., LTD

4.6.1. SWOT analysis

4.6.2. R&d strategy

4.6.3. Core competitiveness analysis

4.7 renfu medicine

4.7.1. SWOT analysis

4.7.2. R&d strategy

4.7.3. Analysis of core competitiveness

4.8 Shanghai fosun pharmaceutical co., LTD

4.8.1. SWOT analysis

4.8.2. R&d strategy

4.8.3. Analysis of core competitiveness

4.9 baiji China

4.9.1. SWOT analysis

4.9.2. R&d strategy

4.9.3. Analysis of core competitiveness

4.10 hisco pharmaceuticals

4.10.1. SWOT analysis

4.10.2. R&d strategy

4.10.3. Analysis of core competitiveness

4.11 shi yao group

4.11.1. SWOT analysis

4.11.2. R&d strategy

4.11.3. Analysis of core competitiveness

4.12 bayda pharmaceuticals

4.12.1. SWOT analysis

4.12.2. R&d strategy

4.12.3. Analysis of core competitiveness

4.13 horizontal comparison of key innovative pharmaceutical enterprises

V. competition pattern analysis of innovative pharmaceutical industry

5.1 existing competitors

5.2 potential competitors

5.2.1 API enterprise transformation

5.2.2 transformation of traditional Chinese medicine enterprises

5.2.3 transformation of other generic drug enterprises

5.3 bargaining power of the customer

5.4 bargaining power of suppliers

5.5 threat of substitutes

Vi. Development prospect and trend of innovative medicine industry

6.1 industry pattern

6.1.1 the competition pattern of domestic innovative medicine tends to be cephalic

6.1.2 talents and technical strength are gradually enhanced

6.1.3 hot targets have fierce competition and focus on segmented areas

6.1.4 innovative medicine is inclined to the field of biotechnology

6.1.5 intensive r&d and open innovation will become the mainstream

6.2 prospect of domestic innovative medicine

6.2.1 generic drug transformation enterprises pay more attention to marketing system

6.2.2 the business model of the pharmaceutical industry will present a diversified trend in the future

6.2.3 there will be a surge in clinical and market application of innovative drugs in China

6.2.4 in the future, the r&d investment of domestic pharmaceutical enterprises will increase substantially

6.3 clinical changes and technological progress in China will lead to a significant reduction in the r&d cycle of innovative drugs

6.3.1 the clinical cycle is gradually shortened

6.3.2 the application of advanced technology will strongly promote the in-depth interdisciplinary cooperation among the original research and development of new drugs

6.3.3 the research and development of new molecular entities, biological agents and biomarkers have become more important

6.4 in the reform of pharmaceutical circulation, commercial companies show a centralized trend

6.4.1 under the "two-vote system", grassroots layout becomes the focus of a new round of plunder by commercial companies.

6.4.2 under the impact of "two-vote system", commercial companies will transform from "distribution" to "service"

6.4.3 large commercial companies will speed up the integration of circulation markets in various provinces

6.5 COVID-19 trends under the influence of COVID-19

6.5.1 the research and development of antiviral drugs will be further expanded

6.5.2 clinical research and drug marketing approval process during the epidemic may become the future trend

6.5.3 Chinese medicine has the opportunity to go global

Seven,

For more information, please contact broad heng at 028-85552755 for the full version of this analysis report.

Contact number: 028-85552755