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In the first seven months of this year, 50 innovative drugs were approved for marketing in mainland China, surpassing the total number for the whole of last year.
According to reports by CCTV, during the '14th Five-Year Plan' period, the National Medical Products Administration (NMPA) approved a total of 210 innovative drugs, maintaining an accelerating growth trend. In terms of the pipeline for innovative drugs and the number of clinical trial projects, China ranks among the world's top, with pharmaceutical innovation demonstrating robust momentum. Data shows that in the first seven months of this year, the NMPA has already approved the market launch of 50 innovative drugs, surpassing the total of 48 from last year. Among the 50 newly approved drugs this year are several highly anticipated "star" products, including the mainland’s first stem cell therapy drug, new antiviral medications for influenza A, and treatments for rare diseases, offering new therapeutic options to address urgent clinical needs for patients.
Express News | The Ministry of Industry and Information Technology held a symposium for manufacturing enterprises in the pharmaceutical industry.
Significant Increase in Innovative Drug Revenue: The Pharmaceutical Industry Welcomes a New Logic
On August 30, 2023, Gelonghui reported that in the first half of 2025, the pharmaceutical industry has shaken off the gloom of the past few years to become one of the most outstanding sectors in the capital market. The core logic behind this is the rise of innovative drugs in China. In the first half of this year, the transaction amount for outbound business development (BD) of Chinese innovative drugs exceeded the total for the entire previous year. Recent semi-annual reports that have been intensively disclosed indicate that domestic innovative drugs are experiencing rapid revenue growth. Tianfeng Securities stated that looking back at the development of the Chinese innovative drug industry over the past decade, there have been significant breakthroughs in quantity, quality, and technology. Industrial Securities believes that currently, China's innovation...
Tariff negotiations exceeded expectations, and the Hong Kong stock market's Innovative Drugs Sector rebounded accordingly, with BEIGENE rising over 6%.
Gelonghui, May 13 | Overnight, the overall biotechnology Sector in the USA rose, with the affordable weight-loss drug company Hims increasing by nearly 6%. Eli Lilly and Co initially fell nearly 1.7% but then turned to growth. Today, the Innovative Drugs Sector in Hong Kong rebounded, with BEIGENE, 3SBIO, and REMEGEN rising by 6.89%, 5.53%, and 4.94% respectively. Trump signed an executive order, claiming to reduce USA drug prices by 50% to 80%, or even 90%. Analysts say the language of the executive order is vague, with almost no specific implementation details, believing the execution will be difficult and not as troubling as expected by pharmaceutical companies. Based on market performance, influenced by the USA's intention to impose tariffs on May 5.
Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.
As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.
The 2025 action plan to stabilize foreign investment specifically mentions the pharmaceutical sector, with Innovative Drugs rising against the trend.
On February 20, according to Gelonghui, today's A-shares in Hk had a slight pullback, with the Biomedical Sector initially rising. TIGERMED increased by over 8%, Joinn Laboratories and PHARMARON rose by over 6%, while WUXI APPTEC and WUXI BIO also saw gains, with Gede Pharmaceutical up more than 30%. In terms of news, the "2025 Action Plan for Stabilizing Foreign Investment" proposed to study and improve the open policies in the pharmaceutical field, facilitate the accelerated market entry of Innovative Drugs, optimize the bulk procurement of pharmaceuticals, further increase the predictability of medical instruments product procurement, and proposed the expansion of pilot programs in fields such as healthcare to promote the orderly opening of the Biomedical sector. Additionally, Gede Pharmaceutical's small molecule oral GLP-1R agonist.