Focusing on cancer prevention -20122 "Healthy China • 21CC" Outstanding Case Selection Campaign was officially launched

The 21st Century Business Herald reporter Wu Yinggang reported that the incidence of cancer in China continued to rise. In 2020, there were 4.57 million new cancers in China and more than 3 million deaths. At the same time, there are still many problems in policies and technical problems to be broken.

Fortunately, relevant national departments and enterprises are actively promoting solving related issues. On May 20, 2022, the General Office of the State Council issued the "Fourteenth Five -Year Plan" National Health Plan, which clearly required to improve the ability to prevent the comprehensive prevention and treatment of cancer and other diseases, and to expand the coverage of early treatment of cancer for early diagnosis. —— 2030) "Cancer prevention and control is one of the major actions. The speed of approval of the review and approval of China Innovation Pharmaceuticals is also increasing, the construction of relevant basic disciplines has steadily promoted, enterprises have increased investment in R & D, and the structure of drug use in my country has also changed significantly, and the proportion of innovative drugs has increased significantly.

At the same time, under policies and market trends such as national drug collection, medical insurance negotiations, and innovative drugs to the sea, innovation has become the main driving force for the development of tumor drugs, and in addition to drugs, my country's medical device market has compounded annual growth rate of more than 20%, and medical device innovation In the golden age, innovation equipment in the tumor field is also ushered in important development opportunities.

In this background of this industry, in order to show the company's research and development power, innovation, and overall solutions, promote the innovation and development of tumor diagnosis and treatment, and help the health China strategy. Follow (21cc) Excellent case selection activities are officially launched.

This time the "Healthy China • 21CC Follows (21CC)" excellent case selection activity focuses on the entire chain of prevention, diagnosis, treatment, and prognosis in the field of cancer diagnosis and treatment. Excellent cases (including medical device companies) and cancer diagnosis and treatment innovation annual outstanding characters in the year of diagnosis and treatment innovation enterprises are selected.

In order to ensure the professionalism, authority and persuasion of the selection activities, the 21st Century New Health Research Institute specially invited a number of well -known experts in the industry to serve as the judges of this excellent case selection. The value of the industry is equivalent, and the 21st Century New Health Research Institute also invited a number of professional media and industry institutions to serve as judges.

In the context of innovation -driven, find excellent tumor drug cases in professional evaluation dimensions

The Chinese tumor drug market is developing rapidly. According to Ferris Sanderian data, although the Chinese tumor market starts late, its growth potential is huge. It is expected to reach 367.2 billion yuan in 2024. From 2019 to 2024, the compound annual growth rate of the tumor drug market in China to 2024 It will reach 15.0%.

In addition, according to the sales data of the PDB National Sample Hospital Market (Non -National Hospital), from the perspective of growth trends, the anti -tumor drug market has grown steadily from 2012 to 2021, with a compound growth rate of 10.53%. The growth rate in 2019 reached its peak. 25%.

At the same time, with clinical needs as an innovation -driven, anti -tumor drugs are ushered in a new era of targeted and immunotherapy. Targeting small molecular drugs in 2021 National sample hospital sales were 8.37 billion yuan, and the compound growth rate from 2012 to 2021 was 24.56%. The sales of anti -cancer immunomaste in 2021 were 7.44 billion yuan, and the compound growth rate from 2012 to 2021 was 22.03%.

From the perspective of policy trends, the Chinese pharmaceutical industry is undergoing in -depth changes, and multiple factors promote the continuous innovation of tumor drugs.

According to the analysis of Donghai Securities Research Report, the seventh batch of drug collection prices have performed mildly compared to the previous few prices, which is better than expected. In addition, the Beijing Municipal Medical Insurance Bureau clarified DRG paid, and innovative medicines intending to be listed for nearly three years were paid separately to encourage the support of innovation. In the middle and long term, innovation development is the general trend and general direction of the pharmaceutical and biological industry.

At the same time, the adjustment of the medical insurance directory in 2022 will officially enter the negotiation/bidding stage in September to October. The Soochow Securities Research Institute analyzes that for domestic pharmaceutical companies, especially oncology drug production enterprises, the special negotiations of tumor drugs are both challenges and opportunities. The richer the innovative product line, the stronger the market competitiveness in the future.

In addition, CDE released the "Principles of the Clinical R & D Guidance of Anti -tumor Drugs with Clinical Value" in July 2021, sniper "pseudo -innovation", and encouraged "true innovation", and in 2022, "Medicine Trial Center Accelerated Innovation Pharmaceutical Pharmaceutical "Listing application procedures (trial)" and "one -arm clinical trials to support the application of applicable technical guidance principles for supporting anti -tumor drug listing applications (draft for comments)", etc., further encourage research and creation of new anti -tumor drugs.

It is also worth noting that with the increase in the innovation strength of domestic enterprises and the number of innovative drug listings, local pharmaceutical companies have begun to march to a wider international market -more than 50 pharmaceutical companies have gone to sea since 2022. But not all the way, how to focus on source innovation has become an important factor.

Therefore, from the perspective of the market and policy trends, innovation is the main driving force for the development of tumor drugs at this stage. In this context, in 2022, "Healthy China • 21 Cancer Concern (21cc)" excellent case selection activities will be collected and selected for four selection and selection. Excellent cases of anticancer drugs, including excellent innovative anti -cancer drug cases (listed), excellent potential anti -cancer innovative drug cases (clinical research products), excellent commercial value cases, and excellent cancer overall solutions (joint therapy ) Case. In order to ensure the scientific and professionalism of solicitation and selection, the 21st Century New Health Research Institute has set specific scoring dimensions for each type of case, such as excellent innovative anti -cancer drug cases (listed) main scoring dimensions include indications innovation and treatment. Plan innovation, dosage innovation, breakthrough resistance, innovative compounds (including macromolecules); the main scoring dimension of the major potential anti -cancer innovation drugs (clinical research products) includes the mainstream market new drug process NDA stage Sino -US Daily Clinical, etc.), priority review, breakthrough therapy (variety), and not clinically did not meet the needs of the clinic (filling the exclusive listing of Chinese gaps and China's launch).

The device industry has entered the development period of gold, looking for an excellent case for tumor diagnosis and treatment

While the tumor drug market is growing rapidly, my country's medical device market is also rapidly expanding. Data show that from 2017 to 2021, the market size of the Chinese medical device industry continued to increase, from 443.5 billion yuan to 964 billion yuan, with a compound growth rate of 21.47%. It is estimated that in 2022, the Chinese medical device industry will maintain the existing growth rate, the market size will reach 1171 billion yuan, and the development of the industry will reach a new level.

Compared with medicines, my country's medical device industry may have unique advantages. According to the analysis of Haitong Securities Research Report, when our PD-1 is still following foreign companies for clinical promotion, innovative equipment such as intervention of valves, absorbable brackets, and magnetic control capsule endoscopes have been the first to be listed in the country. Promoting, from a certain perspective, equipment innovation has led drug innovation.

According to statistics, from 2009 to 2019, US stocks were born ten times more than ten times the market value of more than $ 10 billion in pharmaceutical stocks, 8 of which were innovative equipment stocks, including intuitive surgery (Da Vinci surgery robot) and Illumina (gene sequencing instrument (gene sequencing instrument) ), Dekang Medical (non -invasive dynamic blood glucose monitor), Aiqi Company (hidden beauty), etc. In contrast, in China, only one equipment stocks in the top ten in the past ten years.

The reason behind it is not the lack of demand in the equipment market, but in the past conditions. With the domestic entertainment involved in the heart valve, absorbable stent, and magnetic control capsule endoscopy, foreign companies have been approved. The current domestic equipment innovation has entered the golden age.

Domestic policies will also further accelerate the pace of innovation in the field of medical device. For example, the newly revised "Regulations on the Supervision and Administration of Medical Device" implemented from June 1, 2021, stipulates that the state formulates the planning and policy of the medical device industry, and incorporates the innovation of medical device into the development of development. The focus is on the review and approval of innovative medical devices, and support the clinical promotion and use of innovative medical devices. In December 2021, 10 departments including the Ministry of Industry and Information Technology and the National Health and Health Commission jointly issued the "Fourteenth Five -Year Plan" Medical Equipment Industry Development Plan ". Improvement, etc.

In addition, the collection of high -value medical consumables has continued to advance. Following the coronary stent and artificial joints, the national collection of orthopedic spine consumables has officially started. In multiple fields, some analysis believes that the collection means that a type of product enters the era of low profit margins, and the innovation space and necessity will be reduced. Enterprises will be forced to enter other fields for innovation and breakthroughs.

From the perspective of specific fields, innovative medical devices in the field of tumor are ushered in development opportunities. According to analysis of the Soochow Securities Institute, a variety of targeted drugs in anti -cancer are rapidly capacity, driving the rapid development of the market segment of precision medical molecular diagnosis of tumors.

At present, there are many target targets for anticancer drugs, including EGFR, HER2, JAK, TKI, BTK and other targets. With the diagnosis, the drug efficiency of tumor drugs can be improved, the risk of drug use and monitoring diagnosis and treatment process can be improved. With the advancement of tax reduction policies and anti -cancer drug negotiations, the sales of targeted drugs will continue to grow. With the diagnosis, it has gradually become an auxiliary variety with tumor drugs with rigid demand.

In addition, according to relevant predictions, the size of my country's tumor intervention instruments will increase from 10.91 billion to 17.57 billion, with a compound annual growth rate of 12.7%; the development space in the field of treatment medical equipment is large. There are only a handful of medical institutions; in addition, large -scale medical equipment such as CT and MRI are common equipment for tumor diagnosis and treatment. The development of high -end products, replacement of medium and low -end products, and the development of AI medical imaging have promoted the continuous growth of the market.

Therefore, in order to promote the development of innovative medical device in the field of tumor, the excellent case selection activity of "Healthy China • 21cc Cancer Integration (21CC)" in 2022 will solicit and select "Excellent Cases of Medical Devices of the Year", including innovative cancer diagnosis and treatment medical equipment excellent cases (Listed) and potentially heavy -duty cancer diagnosis and treatment medical equipment excellent cases (clinically under research).

- END -