Medical network - on November 18, as the development of China's pharmaceutical industry the first type planning, the pharmaceutical industry development planning guide recently by the official launch the six ministries and commissions of the state, to guide our country medicine industry from large to strong change and the improvement of drug quality. Quality and consistency evaluation of curative effect, industry consolidation acceleration as well as promoting the international competitiveness, will become the next big events in the development of Chinese pharmaceutical industry.
The industry believe that in this background, with outstanding research and development ability or the steady performance of drug firms worth investors to focus on.
Medical advances five keywords
The guide basic forecast for the next five years the path of the medicine industry development direction, innovation, quality, integration, green, internationalization become the next Chinese pharmaceutical industry from large to strong five keywords.
Improve the r&d is the important path to realize innovation. The guide want to 2020, more than the size of the whole industry enterprise r&d intensity of 2% or more. In fact, r&d investment of the multinational drug companies are generally in more than 10%.
The guide is put forward, through the construction of pharmaceutical manufacturing innovation center, small micro enterprise innovation service platform, the pharmaceutical industry venture capital plan, pharmaceutical research and development platform, data and public resources for further research and development innovation to provide a benign development of ecosystem. First of all, around a common industry development, and the key technical problems in cooperation and achieve 10-15 key technological breakthroughs. Second, guide social capital to set up more than 50 medicine industry venture capital fund, the total scale of 10 billion yuan of above.
Generics consistency between therapeutic effect and quality evaluation is an important approach to improve the quality of medicines. "Guide" requirement during the period of planning, the complete consistency of oral solid preparation of national essential drug evaluation task. As the country's attention, this was written in the book of "twelfth five-year" plan of the important tasks is expected to be completed during the period of "much starker choices-and graver consequences-in". In addition, foster a batch of sales of more than 2 billion yuan of large variety is also the focus of the planning, the purpose is to change the situation of the development of product homogeneity, low market concentration, promote the quality and safety level improvement and industrial upgrading.
The international competitiveness of ascension is an important step in the Chinese agents from big to strong. The guide mentioned preparations international strategy include: support to build a batch of high standard production base, for during the period of "much starker choices-and graver consequences-in" through Europe and the United States GMP certification reached more than 100, and now only more than 60. Can achieve 3-5 new drugs and more than 200 chemical generic drugs on the market in developed countries. At the same time, the support of the guide or invest in overseas chemical drug substances, preparations for the purchase of a business, Chinese herbal medicine production base, promote the international cooperation capacity, make full use of environmental resources abroad, better serve the local market.
The guide is an obvious trend in accelerate industry consolidation, constantly improve the industry concentration, realize green development. Goal is to 2020, the top 100 enterprise main business income accounted for 10% increase, large enterprise leading role to further strengthen to the industry development.
Support the development of precision medical treatment
The guide support gene sequencing, tumor immunotherapy, stem cell therapy, drug with the development of the new medical technology such as diagnosis, precision medical treatment.
Deputy director of the Beijing genomics institute, Chinese academy of sciences, the original yu jun told the China securities journal reporter, precision medical treatment is based on individual health, along with the development of genome sequencing and bioinformatics and big data science cross application and development of new medical concepts and medical model. Its essence is through the genome and proteome omics frontier technology, technology and medicine for large samples with a specific disease types for the analysis and identification of biomarkers, validation and application, thus accurate to find the cause of the disease and treatment targets, and the different status and process of a kind of disease for precise classification, finally realizes the individualized precise treatment for patients with disease and specific purposes, improve the benefit of disease diagnosis and treatment and prevention.
National health development planning commission KeJiaoSi officials told China securities journal reporter, Mr Obama in February 2015, offered the precise medical plan in the state of the union, however, the central panel immediately the relevant ministries and commissions of the state, the central leadership instructions led by ministry of science and technology and the Beijing genomics institute, Chinese academy of sciences research. Since then, the development planning commission, ministry of science and technology sector organizations such as expert argumentation, agreed that now develop accurate medical research is the important opportunity of the medical community, and then puts forward the Chinese version of precision medical plan.
Precision medical treatment includes three levels, level between high.if, geometric series more difficult.
Basic level: gene sequencing. Both cell therapy and gene therapy, the first thing to disease diagnosed by gene sequencing to design scheme. At the same time, in the process of implementation of precision medical scheme, need a lot of cellular and molecular level of detection. Therefore, gene sequencing is the basis of precision medical treatment. Gene sequencing tools are divided into sequencers and reagents, belongs to the typical manufacturing, general medical device companies can conveniently in sequencing equipment production, related target is not difficult to find.
Medium level: the cellular immune therapy. Higher than the sequencing equipment technical level, mainly through to strengthen the function of the immune cells and defect repair, improve immune cells "combat". The technology to treat cancer effect is very good, but operation is difficult, for patients with physical demand is higher, not large area promotion.
The highest level: gene editing. Cancer is essentially a human gene mutations in the cell division is out of control, resulting in life a system crash. Gene editing is mutated genes of cancer cells in patients with batch transformation, make it become the normal cells and cure cancer.
Focus on corporate r&d strength
Since 2015, the pharmaceutical industry policy concentration, "the guide" has been explicitly support innovation drugs and generic drugs research and development, realize the industry from large to strong. In the health care of exertion is more and more big environment, investors should focus on excellent research and development ability or the steady performance of pharmaceutical companies.
Galaxy securities, medical researchers Li Pingzhu believes that the current situation of pharmaceutical industry in China is the original innovation ability is not strong, weak basic research and translational research, the high quality innovation less; Product quality upgrading tasks pressing, chemical generic drugs, medicines and proprietary Chinese medicine, medical equipment, accessories packaging materials in the fields of quality standards and quality level to be improved; Industry concentration degree is low, enterprise, small, scattered, product homogeneity and redundant construction. Therefore, in the long run, "medicine" this piece of investment need to select excellent r&d ability or performance of drug companies can continue to stable growth.
Large stock medicine researcher jin-yang zhang thinks, "guide" in the field of several major development put forward the development direction, biological pharmaceutical industry, focus on the development of antibodies, recombinant proteins, vaccines, nucleic acid drug. Chemical medicine aspect, on the one hand, encourage enterprises to follow international frontier medical development and strengthening independent innovation research and development of new drugs; On the other hand to speed up the generic drug development, improve the patients' drug accessibility, strengthen the research and development of high-end preparation at the same time, promote the product reached the international advanced standard. These two areas, the test drug firms develop ability, investors can from these niche mining drug firms have innovation ability.
In addition, the abroad in the field of precision medical part of the already obtained relatively good results of clinical trials as PD - 1 sheet resistance against melanoma has listed, CAR - T technology in the clinical trials on the acute lymphoblastic leukemia is pretty good. In these two aspects, the domestic has made good progress. Hengrui pharmaceutical independent research and development of PD - 1 single drug resistance has won the approval documents of clinical trials have been sold overseas relevant rights and interests, guangzhou pharmaceutical industry independent research and development of equilibrium PD - 1 single drug resistance have been eating drug safety administration. |
