Global cancer cases will be rapid growth Chinese anticancer drug market is huge 
 
 
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    Of listed companies, which pharmaceutical company has research and development strength in antitumor medicine? Have a good market share in this area? According to figures from the world cancer report 2014, the global cancer cases will be rapid growth, from 2012 in 14 million, will be increasing year by year in 2025 to 19 million, and China of new cancer cases ranked the first place. 

    According to the voice of the economy "trading live" report, last week (June 7) American society of clinical oncology meeting ended in June, in this annual conference, each big pharmaceutical companies are drying out their own star products.
 
    Antitumor drug development in China, by contrast, strength is weak, imported anti-tumor medicine occupy a significant portion of the domestic market. But the international pharmaceutical giant has not stopped, in March 2015, the global leading pharmaceutical companies bristol-myers squibb and domestic ding pharmaceutical co., LTD., announced that the two sides reached a strategic alliance, joint development in our country treatment of hepatocellular carcinoma (HCC) preparation - cloth Nebuchadnezzar. Eli lilly has announced and Germany reached a cooperation agreement, biotechnology companies to jointly develop new type of tumor therapy.
 
    Of listed companies, which pharmaceutical company has research and development strength in antitumor medicine? Have a good market share in this area? According to figures from the world cancer report 2014, the global cancer cases will be rapid growth, from 2012 in 14 million, will be increasing year by year in 2025 to 19 million, and China of new cancer cases ranked the first place. Antitumor drug market in China at present have how old? Huarong pharmaceutical industry researcher Zhang Ke securities but is analyzed and interpreted.
 
    According to Zhang Ke however, size is about 83.765 billion, 2014, was only 28.986 billion, 2008, which is basic compound growth rate from 2008 to 2014, from 17% to 18%.
 
    International pharmaceutical giant and domestic pharmaceutical products in the field of competitive? Zhang Ke however said, chemical medicine in cancer drug class, our country has lagged far behind the international, the country's only generic drugs, pharmaceutical enterprise is given priority to with the first copy of enterprises are very few.
 
    In recent five years, the global antitumor drug market compound growth rate of 7.6%, significantly higher than the average growth rate of 4.3% of the global drug market. Domestic enterprises have the ability to research and development of enterprises like Watson biological and hengrui pharmaceutical, new products over the past few years has many market share?
 
    Zhang Ke however said, hengrui most research and development strength, Watson for major vaccine, so in terms of tumor drug intervention is just open, so it hasn't product now. Cisco's two main hengrui and sea, they walk in the forefront, in its chemical generics market occupancy rate, hengrui proportion is larger. In 2014, it had a blockbuster, the method for approval, it is $1 billion in foreign markets, now it is in the domestic approval indications has two, one is the cancer of the stomach, 2 it is cancer of the liver, the two indications in the country has a great prospect, because patients more.
 
    Targeted drugs are currently the most advanced drugs used to treat cancer, is developed for cancer gene, able to identify specific genes on tumor cells, can suppress the growth of cancer cells, is an important developing direction of antitumor drugs. Jiangsu Wu Zhongyou targeted drug recombinant vascular endothelial inhibition and degrees. The sea king biological have targeted drug research and development of a lyophilized dosage form and industry. Research and development of drugs into huge, very time-consuming, the businesses in the targeted drugs if there is a market for return on investment?
 
    Zhang Ke however, said that so far has not been a real success, r&d investment, after all, is quite long, and don't necessarily have the result after a cast. But now looking forward to Chinese enterprises to go out, o method for Nepal is one of them.
 
    Production of antineoplastic agent of listed companies, there are several background of company capital strength, such as "Renaissance" of fosun medicine, with the international pharmaceutical companies to introduce four treatment of tumor and class wind pass monoclonal antibody drug, "China resources" China resources keep company 83.68% stake spittor biochemical is sit pad anti-cancer drug HuaChan injection, can be used to, early tumor, chronic hepatitis b and other disease treatment. These large capital support of listed companies in pharmaceutical research and development, marketing, whether has the edge?
 
    To this, Zhang Ke said sure. Because drug development must first have input, not without their invested capital, capital strength, was chosen as the first and second is good products, to become a benefit.
 
    In anti-tumor medicine research and development, some companies into the Chinese native medicine ingredient, hainan sea medicine (000566) - anti-tumor drugs series leading products, grain (paclitaxel injection) is the company's main profit products, domestic leading antitumor drug sales were the highest paclitaxel. Chinese medicine anti-tumor medicine at present market prospects?
 
    According to Zhang Ke however, antitumor drugs of traditional Chinese medicine is now in terms of market share is lower, but its growth rate is soon, like purple shirt alcohol injection in hainan, it is the company's sales revenue is more than 2000 last year, is this a small a variety, the largest varieties should be a kind of auxiliary tumor, like yi hundred pharmaceutical eddy injection, the product sales income over $10 last year. This a few products are proprietary Chinese medicine, there are still great varieties, and now the country's support for proprietary Chinese medicine, with grants certain tilt in the pharmaceutical and health care. From the point of the future, Chinese medicine anti-tumor medicine in the future are relatively wide prospect of market.
 
    In terms of patent invalidation and for generic drugs, double heron drug fast, koren pharmaceutical products, generic drugs can bring enterprise how much growth space? Zhang Ke however says, is in generic ways as long as it is your first first copy, gross margin is also quite large. Hengrui, for example, it is the key areas of tumor, and it is given priority to with the first copy, gross margin was 82.38% last year, profitability as the original research of the enterprise.
 
    If use to pick stocks thinking to understand, as the independent research and development of enterprises, they may exist some risk, it is better to do some generic drugs, and my movements are relatively fast, probably a larger space in the future. Zhang Ke however said, because the original like Pfizer, roche, they encountered in the research and development in the field of chemical medicine basic bottleneck. Is a blockbuster products, each a patent expires, the share price will fall, is because there is no top to new products.
 
    And some of the introduction of drugs. Such as anke biotechnology introduction of antitumor drug, is a kind of compound antitumor drugs. Then carries is consistent pharmaceutical (000028), a subsidiary of thousands and the world's second largest sign a sole agency agreement antibody drugs production enterprise, will introduce 9 single drug class, there are 4-5 antitumor medicine. Many of these agents to corporate earnings have? Zhang Ke however believe that as long as it is a blockbuster products, can bring a subversive influence and change. Bianco, introduced in the biological compound, for example, the original chemical medicine is prescribed preparations, unilateral evaluation already, so all the drug giants are began to do the kind of compound preparation. For gonow began taking compound line, this medicine is a blockbuster, income proportion will gradually increase, likely will replace other varieties of closed than major become a biggest proportion.
 
    If the investors in the field to the interception of individual stocks, investment opportunities to mining, how should choose? Zhang Ke advice, first of all should choose categories in the field of treatment, there are three types of medication can produce large varieties, is the number one cause of tumor direction, the second is the heart head blood-vessel, the third class is diabetes. Antitumor, for example, the key is the development trend of the development of targeted drugs, so choose in targeted drugs, targeted experience, this product must be a blockbuster.