Zhongxin Health 丨 Innovation medicine ＂goes to the sea＂, who made it？

　　China News Service, March 25 (Reporter Zhang Ni) In 2023, it was regarded as the first year of “going to sea” by the industry as a domestic innovative drug.This year, the issues of domestic pharmaceutical companies have continued to increase, and even refresh the down payment record.

　　Opportunities and risks coexist in overseas markets.In 2023, how many people are happy?From the performance announced by major enterprises, it can be glimpsed.

　　Innovative medicine “goes to the sea”, who made it?

　　In late February, Baiji Shenzhou announced the fourth quarter of 2023 and the annual US stock performance report, and the A -share performance Express in 2023.The US stock performance report shows that in the fourth quarter of 2023, the total revenue was US $ 634.4 million, and the total annual revenue was US $ 2.5 billion.

　　It is worth noting that the financial report of Baiji Shenzhou shows that the BTK inhibitors (commodity name: Baiyueze) developed by BTK inhibitors (product name: Baiyueze) developed.Including overseas markets, in 2023 Zibutini’s global sales reached 1.3 billion US dollars, an increase of 129%year -on -year.

　　In February, Junshi Biological Disclosure 2023 Express Report.During the reporting period, the company realized operating income of RMB 1.54 billion, an increase of 5.96%year -on -year.Last year, Junshi’s PD-1 Tripley Midticope Injection (Commodity Name: Takiyi) Nasopharyngeal Cancer Indication Certificate was approved in the United States. In the performance Express, “sales revenue continued to grow” to describe Takuya’s performance.

　　Cinda Bio also recently announced its performance saying that sales in 2023 reached RMB 6.206 billion, a year -on -year increase of 36.2%.The annual product revenue was 5.728 billion yuan, an increase of 38.4%year -on -year.Its performance announcement also mentioned that the Xindi Lilitab (product name: Dabu Shu) continued to maintain a strong sales performance and a solid market leading position.

　　Looking at last year, the original innovative medicine was approved in the United States. In 2023, revenue increased by 97%to US $ 838 million, and its net income was US $ 101 million.Its self -developed drug (American product name: FRUZAQLA) obtained the first US Food and Drug Administration (FDA) approval and obtained $ 15.1 million in market sales in the United States.

　　However, the innovative medicine “going to the sea” also faces uncertainty.Yifan Medicine previously released the 2023 performance forecast. It is expected to lose 382 million to 650 million yuan in 2023, and the profit of 191 million yuan was profitable in the same period last year.

　　Its trailer mentioned that in 2023, the F-627 (Aberg Setting α injection solution) independently developed by the company’s holding subsidiary Yiyi has successfully approved in China and the United States, but the global market competition pattern and competition situation occurred significantly.Changes (increased number of competitive products and decline in the price of competitive products) show adverse effects. It is expected that the recovery amount in the future will not be expected to lead to impairment. The final impairment amount will be determined and audited by the assessment agencies and accounting firms hired by the company.

　　Some companies have narrowed their losses and “burning money” effective?

　　In addition to the sales data of various pharmaceutical companies in 2023, another point of attention is that some of the previous companies that have continued to “burn money” have narrowed their losses.

　　For example, Baiji Shenzhou, known as the “King of R & D Investment”, rose to US $ 1.7786 billion in 2023, accounting for the big head of operating expenses.Although Baiji Shenzhou is still in a loss in 2023, the loss of losses throughout the year has narrowed significantly throughout the year.According to external analysis, the company was only “one step away.”

　　Baiji Shenzhou also emphasized that in the fourth quarter of 2023 and throughout the year, the United States is the company with the highest revenue of the company. The total revenue of the market is US $ 313.2 million and US $ 1.1 billion, respectively.Dollar.

　　Cinda Bio had a loss of RMB 1.028 billion during the year, a loss of 52.8%compared with 2.179 billion yuan in 2022.However, unlike Baiji Shenzhou, the R & D expenditure in Cinda Bio was about 2.23 billion yuan in 2023, a significant reduction from 2.87 billion yuan in 2022.

　　Junshi Biological said that during the reporting period, indicators such as business losses and total losses decreased compared with the same period last year. It is mainly because the company has strengthened various expenses while increasing operating income, optimized resource allocation, and focused on more potential R & D pipelines.

　　Keywords in 2024: Upper New

　　Either wins or losses. In 2024, the innovative medicines written into the government work report or ushered in a new round of outbreak.

　　For enterprises, continuous research and development and promotion of “new” have become the main task.

　　Just in the middle of this month, Baiji Shenzhou issued an announcement saying that the US Food and Drug Administration (FDA) has approved the Rayleyzumab (Chinese product name: Baizean; English product name: Tevimbra) as a single medicine treatment.After receiving system chemotherapy (excluding PD-1/L1 inhibitors), adult patients who are not removed or metastasized with altogenic esophageal squamous cell carcinoma (ESCC).

　　In the annual performance announcement, Cinda Bio said that lung cancer targeted innovative drugs KRAS G12C and other ROS1 (ROS1) are expected to be approved for listing in 2024.

　　Data from multiple professional platforms also show that in 2024, the Chinese pharmaceutical BD (business expansion) transaction ushered in the “opening of the door.”

　　Of course, some multinational pharmaceutical giants also keenly smelled opportunities.

　　In February of this year, Astrakang officially announced that Shanghai has become its fifth largest global strategic center, and simultaneously released the “Shanghai Biomedical Innovation Enterprise 2024 Cooperation Plan”.It is said that the plan will help 30 Shanghai outstanding enterprises to go to sea and continue to promote cross -border cooperation and exchanges between pharmaceutical innovation.

　　As Astrakang’s global CEO Su Boke said, China plays a vital role in the global medical care industry.Essence