Many popular target drugs are favored by capital. Domestic pharmaceutical companies are relatively concentrated in the research and development of target drugs such as EGFR, PD-1/PD-L1, HER2, CD19, and VEGFR2. Among them, 60 are EFGR research and development companies, 33 are HER2, and 155 are PD-1/PD-L (including Clinical stage and marketing).
The development of drugs with the same target has resulted in a situation where only a few companies can meet the market demand, but dozens of companies are competing. The homogeneity of the drugs is obvious, the efficacy is not significantly improved, and the The inherently limited clinical resources will result in a slower progress in enrolling patients with other anti-cancer drugs.
Among them, capital played a role in fueling the flames. "Standing on the shoulders of giants is always easier to succeed." Cheng Jie believes that due to capital's aversion to risk and the level of basic scientific research in China still needs to be improved, for these investors, investing in some mature, already profitable Capable companies are more secure.
Domestic entrepreneurs are also more inclined to develop molecules with clear mechanisms and clear targets that can be made into drugs.
This behavior of copying other people's successful cases is more like "waiting for the rabbit", but it seems that the "rabbit" is not so easy to be picked up again.
Get together to invest in popular target pharmaceutical companies. In the end, many companies competed, and corporate profit margins fell. After the drugs were launched, problems occurred in recovering R&D costs, and the virtuous circle was difficult to continue. The consequence is that areas that might have been “high value-added and profitable” have become serious value depressions with “over-investment and product homogeneity”. If the development of new drugs is homogeneous competition, speed is the key. Pay attention to the two "3s", that is, 3 years. The time behind the first marketed drug is not more than 3 years. The top 3 varieties exceed this range, and the clinical value is greatly reduced. , Often less than 1/10 of the original drug. The State Food and Drug Administration has repeatedly warned against homogenous competition, and the standard for listing on the Science and Technology Innovation Board in Article 5 has repeatedly emphasized innovation. This seems not enough to arouse everyone's enthusiasm. In fact, getting together in developed countries in Europe and the United States may have appeared, but at present there is rarely such a high proportion of homogeneous competition in China. Tuition fees are too high and the price is too high to calm people down.
