[Transfer] 88 people!Well -known pharmaceutical companies will close the tumor company
Author:Yaizhi.com Time:2022.07.21
[Transfer] 88 people! Well -known pharmaceutical companies will close the tumor company
Source: Sai Blue/Xiaochun Tao Tao
01
Guards "withdraw" tumor company
Recently, Wei Cai disclosed a plan to permanently close its tumor -based subsidiary H3 Biometine. It is expected that 88 people will be fired, and 79 of them will be abolished by September 15. Guardian said that H3's work will be transferred to DHBL (deep human biology learning organization).
According to Weifu official website, H3 Biomedicine was established in 2010. It is located in Cambridge, Massachusetts, USA. It focuses on discovering and developing accurate tumor treatment methods. Wei Quan said in the email that closing H3 is a difficult decision. "Since its establishment in 2010, H3 has been an important innovation discovery platform and development engine. At present, 4 IND has been submitted. Clinical verification of the H3B-6545 concept. "
In recent years, multinational pharmaceutical companies have been adjusted under market pressure, but the situation of cutting tumor teams is still relatively rare. It is worth noting that this is just the beginning of the adjustment of the health material series.
On July 15th, the Wei Materials announced that it had reformed its global research and development (R & D) organization from the original corporate group structure to a new R & D organization with the concept of DHBL (deep human biology). From July 15, 2022, 2022 Effective.
Wei Qi said that this adjustment aims to create innovative and efficient next -generation drug discovery. The discovery and development of DHBL drugs defined as data -driven drug discovery, and expects to transform neurodegenerated diseases/cancer into cure diseases.
On the other hand, Wei Materials emphasized that LECANEMAB, the new Alzheimer's new drug developed with BIOGEN, is the most important project. Clinical development, supervision, medical care, value and acquisition, marketing and alliance management functions, under the leadership of global AD officials, reorganized as Alzheimer's disease and brain health (ADBH).
The announcement shows that this new organization will be fully launched on October 1, 2022, and the stages will transition in stages. With this transition, the business group, oncology business group, drug development center, and HHC data creation center of the Weifu neurological disease will be dissolved.
Regarding the decision -making of the tumor team, Zhao Jiazhen, the director of the market, said that the possibility of giving up the overall tumor line is unlikely, and structural adjustment may be caused by various reasons. There are also many speculations in the industry. For example, it may be due to the input cost exceeding expectations, changes in tumor line executives, adjustment of personnel, and research and development progress. The priority of the resource is made.
Shi Lichen, a well -known strategic marketing expert, told the author that in the statement of the Wei Materials, there was no explanation of the project's stay. Therefore, even if some subsidiaries and R & D organizations were closed, it did not mean that the R & D pipeline of the subsidiary was not needed. It is integrated into other organizational structures.
"It may be due to the more efficient research and development efficiency consideration. When the enterprise reduces costs and increases efficiency, the internal structure will be adjusted, and the system and combination method will change. This is normal."
02
The patented cliff has arrived, and the impact of generic drugs is obvious
On July 12, the seventh batch of national mining bids was opened, and the average price of drugs was planned to be selected by 48%. The overall decline was the most milder in previous national mining. In contrast, the price decrease of the first -line targeting Daluninibinib of liver cancer was significantly prominent. Essence
It is understood that Lunari Capsule has 7 companies including the first priority of the ancestor pharmaceutical, the Angry Kang, the Zhengdian Qing, and the Qilu Pharmaceutical. Compared with the price limit of 108 yuan/piece, it decreases by 97%.
Zhao Jiazhen pointed out that with the continuous advancement of the procurement of band volume, the proportion of integrated drugs in the hospital will continue to increase in the future, and tumor drugs are high in the proportion of drugs in tertiary hospitals. Therefore The decision -making of multinational pharmaceutical companies will also be affected by collecting policies.
Lenvetinib is a heavy product of Wei Materials, and the market in the Lenndononi capsule accounts for 99%. From 2018 to 2020, Lenvetini's domestic sales were 199 million yuan, 853 million yuan, and 1.097 billion yuan, respectively.
According to the 2020 financial report, its Chinese pharmaceutical business rose, mainly thanks to the pull of products such as Llitinib and Aigaburin. However, after the seventh batch of national minions, it is expected that the sale of the navigininibinib will be hit to a certain extent. And this is actually a microcosm of the current dilemma of the health material.
In the Chinese market, except for the Lenamiibi, the patent of Weibalblin also expired in 2019. According to Cortellis prediction, the global sales of Avirin sulfonic acid are expected to reach US $ 435 million in 2021, and the market potential is large. According to drug Rongyun data, there are currently nearly 10 in China with Wayan Pharmaceuticals, Borui Pharmaceutical, Hao Yuan Pharmaceutical and other nearly 10 companies. Pharmaceutical companies have the layout of Aigaburin.
From the perspective of the global market, according to the 2020 financial report of the Wei Materials, the revenue of the health materials in Japan, the United States, and China is the top three. Detini and other products have declined. It is worth noting that the decline in sales of Prilein is mainly impacted by generic drugs. It is understood that in recent years, Japan and China have launched policies for generic drug replacement. The Japanese government has stated that it will achieve 80%of the generic drug replacement rate in 2020, which will make companies relying on old products survival will face a huge crisis.
Nowadays, Wei Materials is facing severe imitation drug shocks in the two major markets of Japan and China. If you want to save it in the crisis, you must transform in time.
03
The unique transformation of "internal research" pharmaceutical companies
In recent years, the structure of multinational pharmaceutical companies has been frequently adjusted, and at the same time, it has also brought corresponding team reduction. For example, Novartis announced the plan to cut up to 8,000 jobs worldwide; Sanofi also stated that 6,000 people will be dismissed in 2022. However, from the perspective of the adjustment direction of major pharmaceutical companies, most of them are to reduce mature products such as cardiovascular and focus on the development of tumor drugs.
The choice of Wei Materials "not taking ordinary roads" may be related to its development route -industry insiders generally believe that Wei Materials is a minority of companies that mainly rely on their own research and development. Products also cooperate with other multinational pharmaceutical companies. This operation model is actually more like an emerging Biotech company.
For example, in 2021, the ADC of Health Materials has cooperated billions of dollars in ADC and BMS. Guard materials and BMS will be in Asia -Pacific countries (including Japan, China), the United States, Canada, Europe (including the European Union and the United Kingdom) and Russia. Co-developing and commercialized Morab-202, BMS will pay $ 650 million to Wei Materials.
Looking at the business layout of the health materials in the past, it can be seen that its pipeline is mainly concentrated in the field of neuropathy and tumor drugs that belong to Alzheimer's disease. Now under the pressure of performance, the health material shrinks the tumor business, and the drug -pulling Alzheimer's drug drugs In terms of strategic position, Zhao Jiazhen said that it may be considered from the perspective of differentiated competition. After all, there are not many companies that currently lay out Alzheimer's disease, and pharmaceutical companies are scrambling to deploy tumor drugs.
At present, there is a view in the industry that the product layout of multinational pharmaceutical companies is more long -term. It looks at the market for decades, and local pharmaceutical companies may pay attention to the market within five years.
In this regard, Zhao Jiazhen said that every R & D strategy of foreign companies, including each new product, did a large area of research before research and development, and found a regular third -party company to make professional analysis reports. With advantages.
Furthermore, foreign companies have discovered the development of human epidemiology in 10 years and 20 years earlier, which may not be seen by domestic pharmaceutical companies at this stage. For example, the tumor field has been a blue ocean market for multinational pharmaceutical companies in the past, but in recent years, including domestic companies, including domestic companies, have also stared at this cake, which has basically become the Red Sea market.
Nowadays, the trend of the adjustment of the security material architecture is worthy of our attention, but the final result is still unknown, and specific analysis is required while reference. Shi Lichen emphasized that domestic pharmaceutical companies are still in the initial stage in research and development, which is different from the development stage of foreign companies, and their strategic layouts are also different.
Zhao Jiazhen pointed out that, compared with the tumor group, Alzheimer's disease is still a minority, and it is unlikely to become the next air.
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