At present, with the deepening of the aging of the population, various diseases have received special attention. With the continuous advancement of the "Healthy China Strategy" and the continuous progress of cutting-edge technology, people pay more attention to physical health, and the demand for safe and effective methods and needs continues to increase. Nowadays, scientific and technological innovation has injected new impetus into the biomedical industryThe biomedical industry has ushered in an era of rapid development。Since the beginning of 2024, the pharmaceutical industry has become more popular, driven by policies and cutting-edge technologyComing up strongly
In recent years, the country's attention and support have further promoted the high-quality development of the biomedical industry, and relevant policies have been formulated in various places, providing financial support and preferential policies, providing a good environment for the R&D and production of biomedical enterprises.
And most importantly,New technologies have brought new opportunities to the biomedical industrywithThe application and promotion of big data, AI large models and other technologies in the medical field has accelerated the pharmaceutical industry, and hospitals and research institutions can better manage and analyze patients' health data and improve medical efficiency and accuracy. Under the impact of emerging technologies, traditional medical treatments such as "looking, hearing, asking, and cutting" have been replacedPersonalized medicine, digital health,High-end medical equipmentThe biosimilar market is the presentVery hotSegments
In recent years, China has made many efforts to provide policy support and guidance in the biomedical industry from various dimensions such as industry norms, technology development, regional planning, and access thresholds. The main relevant policies are as follows:
In December 2023, the ** Economic Work Conference put forward nine specific measures for economic work in 2024. The first of these clearly requires the creation of a number of strategic emerging industries such as biomanufacturing, and the opening up of new tracks for future industries such as life sciences. "It is necessary to promote industrial innovation with scientific and technological innovation, especially to promote new industries, new models and new kinetic energy with disruptive technologies and cutting-edge technologies".The biomedical industry is one of the most likely areas for disruptive innovation. At the same time, the biomedical industry is an important part of biomanufacturing and an important basic support for the development and progress of life sciences.
Back inDuring the "Eleventh Five-Year Plan" periodChina began to put forward the concept of biological industry and biomedicine, and quickly formed three comprehensive biomedical industry bases in the Yangtze River Delta, the Pearl River Delta and the Bohai Rim region. During the "Twelfth Five-Year Plan" periodHenan and Hubei in the central region of China, and Sichuan and Chongqing in the western region also show a good industrial foundation, showing super-focused and characteristic development. During the "13th Five-Year Plan" periodThe state will vigorously develop the biomedical industry as a pillar industry of the national economy. During the "14th Five-Year Plan" periodThe national policy focuses on strengthening the national strategic scientific and technological strength, tackling key problems in the frontier fields of science and technology, including gene and biotechnology in the scope of frontier fields, and the integrated innovation and development of the biomedical industry and the new generation of information technology industry continue to advance.
Recently, based on the development of the global biomedical industry and China's key research, combined with the situation facing the future development of China's biomedical industry from now to 2035, the well-known pharmaceutical industry research center in the industry saidChina's biomedical industry needs to be focused on and vigorously supported in the futureInnovative breakthroughsfield”。Specifically, the following frontier areas have attracted the attention of capital:
Ophthalmic high-value consumables:Domestic manufacturers are accelerating breakthroughs, and import substitution can be expected. According to Frost & Sullivan data, the scale of China's ophthalmic medical device market will move towards more than 20 billion yuan in 2023Ophthalmic diagnostic and ** equipment accounted for the largest proportion, reaching 503%；Ophthalmic consumables accounted for 445%；Ophthalmic technical services accounted for 52%。The data illustrates,Capital marketsMore and more attentionOphthalmic instruments and equipment,The size of its market space is actually quite considerable. In recent years, domestic enterprises represented by Aibo Nord have continued to innovate and open a breakthrough for domestic substitution. Leading enterprises accelerate the research and development of projects with independent intellectual property rights, such as ophthalmic medical devices, ophthalmic diagnosis and treatment, ophthalmic technology, etc., and carry out various clinical trials.
Cell**:Cells represent an important frontier and paradigm shift in biotechnology, employing living cells to dynamically perform complex biological functions compared to traditional small molecule drugs and biologics, providing a more diverse choice of options for key cellular functions and processes. At present, cells have been applied in many fields, especially those diseases that are difficult or not suitable for traditional diseases, such as blood system diseases, immune system diseases, nervous system diseases, etc. With the deepening of the understanding of different living cell biology, more and more clinical trials are exploring new cells**, not only focusing on exploring more cell types with unique biological functions, but also further expanding the range of applications of cells**.
Immuno-Oncology:According to statistics, oncology is one of the hottest areas of drug development in the world. Among them, tumor immunity aims to control and kill tumor cells by stimulating or rebuilding the body's immune system, showing strong potential, which is considered to be the third revolution in the history of tumor after traditional and targeted, as well as an important development direction of tumor in the future. With the continuous emergence of new technologies and new methods, the interdisciplinary integration is becoming increasingly close, and tumor immunity has ushered in rapid development, bringing new choices for patients with advanced malignant tumors. However, due to the heterogeneity of tumors and the differences in individual immune environments, immune responses sometimes only occur in a small number of patients, and adverse events are not the same, and there are still many unsolved problems in tumor immunity.
Genetic**:Gene is a biomedical model based on changing human genetic material, which intervenes and intervenes in the occurrence and development of diseases through gene-level manipulation, and then carries out disease development, which has shown potential in a variety of diseases related to gene variation. Genes are generally divided into in vivo genes and in vitro genes, and in vivo genes include naked nucleic acids, viral vectors, oncolytic viruses, lipid nanoparticles (LNP) and other forms of direct injection. In vitro genes are the form of infusion of genetically modified cells in vitro, including genetically modified hematopoietic stem cells, chimeric antigen receptor T (CAR-T) cells, etc., which can also be referred to as cells and genes**.
Neurological Field:Neurological disease is a major health problem facing the world, one of the leading causes of disability worldwide, and the second leading cause of death worldwide after cardiovascular disease. Neurological diseases are mainly divided into two types: neurological diseases and neuropsychiatric diseases. Neurological disorders are cognitive and motor dysfunction caused by damage to neurons and nerves. Neuropsychiatric disorders are characterized by behavioral and emotional disorders, such as anxiety, depression, and addiction. At present, there are still many limitations in the diagnosis and treatment of neurological diseases, which have brought a heavy burden to patients, families and society, and it is urgent for all sectors of society to increase the investment of relevant resources to improve the standard of care.
PROTAC Technology:Protein degradation targeting chimera (PROTAC) is the use of the ubiquitin-proteasome system (UPP), a natural protein degradation system in cells, to achieve the degradation of target proteins (POIs). PROTACs are heterobifunctional small molecule compounds with a ligand that binds to a target protein on one end and an e3 ligase on the other, linked by a linker. The PROTAC molecule binds to the target protein and the E3 ligase to form a ternary complex that tags the target protein with ubiquitin, thereby degrading the target protein with the help of the UPP system. This catalytic mechanism of action and event-driven pharmacology distinguishes PROTACs from classical small molecule inhibitors with a wider range of action, higher activity, and the ability to target "undruggable" targets, which is considered a revolutionary technology for small molecule drugs.
The history of PROTAC technology.
With the rapid development of biotechnology, the gap between China and developed countries is gradually narrowing, and the domestic industrial chain of various emerging biotechnology drugs is gradually taking shape. At present, China's biotechnology drugs are ushering in an unprecedented window of opportunity, and it is expected that more unicorn companies will emerge in the future to actively seize industry opportunities and participate in international competition.
Info**: Compilation.
Some data and charts**: Qianzhan Industry Research Institute, Pharmaceutical Finance Circle, Frost & Sullivan, Shanghai Biomedical Science and Technology Development Center, Eyecolor Ophthalmology.com