1. The proportion of innovative drugs is increasing year by year. On July 23rd, official website, the State Administration of Pharmaceutical Products, showed that the application for listing of Lanvartinib Mesylate Capsules declared by the voice according to four generic drugs was approved by the Food and Drug Administration. Ranvartinib is a multi-target kinase inhibitor, which inhibits tumor growth by blocking a series of regulatory factors in tumor cells, including vascular endothelial growth factor receptor VEGFR 1-3, fibroblast growth factor receptor FGFR 1-4 and platelet-derived growth factors PDGFRα, KIT and RET.
2. On June 2nd, according to the news from official website, the State Administration of Medical Supplies, the application of four kinds of imitation toluenesulfonic acid relying on Saban tablets submitted by the voice was accepted, and it is expected to become the first generic drug. Edozaban tosylate can be used to treat stroke and prevent systemic embolism in patients with atrial fibrillation. Developed by Japanese junior * * *, the global sales in 2020 will reach 154 1000 billion yen (about1400 million US dollars). It is believed that this universal product will be a useful supplement to the central nervous system of simcere. Simcere's generic drug production efficiency is considerable. In 2020, * * * submitted six applications for the listing of generic drugs, including nifedipine controlled-release tablets, piperacillin capsules, Esteban tablets, bendamustine hydrochloride for injection, mycophenolate mofetil capsules and profenovir fumarate tablets.
3. In April this year, the State Administration of Medical Supplies officially accepted the application for listing of capotinib tablets, which was the first time that capotinib submitted its application for listing in China, and the voice was the first manufacturer to apply for listing. However, as a pharmaceutical company that is rapidly transforming into an innovation-driven and R&D-driven company, simcere's real focus is not on generic drugs. The proportion of innovative drug revenue in the total revenue of the same period increased year by year, and the proportion of 20 18, 20 19 and 2020 was 25.5%, 32.9% and 45. 1% respectively.
4. simcere focuses on three major therapeutic areas, including cancer diseases, central nervous system diseases and autoimmune diseases. In the listed product matrix, all three major therapeutic areas have heavy innovative drugs to support performance. Increasing the sales ratio of innovative drugs has also become the core strategy of voice.
5. However, although the revenue proportion of innovative drugs is getting higher and higher, the road to the transformation of the voice is still not smooth enough. In 2020, the performance recorded a significant decline, with the total annual revenue of 4.59 billion yuan, down 65,438+00.5% year-on-year; The net profit was 664 million yuan, down 33.8%. Among them, the income from combined drugs for tumor diseases was 654.38+25.5 million yuan, accounting for 27.8% of the total income; The income of combined drugs for central nervous system diseases was 704 million yuan, accounting for15.6%; The income from combined medication for autoimmune diseases was11190,000 yuan, accounting for 24.8%. The product portfolio income in other fields is165438+52 million yuan, accounting for 25.6%. The main reason for the decline in performance may still be the old problems encountered by many traditional pharmaceutical companies in innovation and transformation. The research and development cycle of innovative drugs is long, which leads to the lack of follow-up products and weak growth of listed products. Fortunately, to solve this long-standing problem, many traditional pharmaceutical companies seem to have reached a * * * understanding, that is, relying on admission to accelerate the landing of innovative drugs, and the voice is no exception.