NO.1 National Medical Products Administration: Support the introduction of original drugs for domestic production

On February 20, according to the WeChat official account of the State Food and Drug Administration, Huang Guo, the deputy director of the State Food and Drug Administration, recently led a team to Shandong for research. Huang Guo emphasized that the National Medical Products Administration attaches great importance to the research and development of innovative drugs and external cooperation. The drug regulatory authorities will further optimize the review and approval process, support the introduction of original drugs for domestic production, and enhance the confidence of multinational enterprises in investing and developing in China; At the same time, relevant policies will be continuously improved to support and guide domestic enterprises, research and development institutions, etc. to increase the research and development of innovative drugs and high-quality generic drugs, and actively participate in competition in both domestic and international markets.

Comment: This statement has a positive impact on both multinational pharmaceutical companies and the domestic pharmaceutical industry. For multinational pharmaceutical companies, actively introducing original research drugs into domestic production will receive support from regulatory authorities and improve drug access efficiency; For the domestic pharmaceutical industry, this policy helps to promote domestic pharmaceutical companies to enhance their innovation capabilities, improve production technology and quality standards.

NO.2 The National Healthcare Security Administration will organize a "centralized procurement open day" activity

On February 20, according to the WeChat official account of the National Health Insurance Bureau, in order to better understand the quality and safety of centrally purchased drugs and further improve the transparency of the production of centrally purchased drugs, the National Health Insurance Bureau plans to hold the first phase of the "Open Day of Centralized Purchasing · Access to Selected Enterprises" activity on February 28, inviting the public to go to relevant centrally purchased drug production enterprises, visiting the drug production process on the spot, and having discussions and exchanges on the production and operation of enterprises. The first phase of the activity entered the enterprise name of Beijing Fuyuan Pharmaceutical Co., Ltd. The National Healthcare Security Administration stated that it will also organize "open days for centralized procurement" from time to time, inviting the public to visit and exchange ideas with manufacturers of centralized procurement drugs, consumables, and equipment.

Comment: The quality of centrally purchased drugs is related to the safety of the public's lives. The National Healthcare Security Administration held the "Centralized Procurement Open Day" event, aiming to increase the transparency and social supervision of drug production. This interactive form helps to enhance public trust in centrally purchased drugs.

NO.3 Yingsi Intelligent and Hepo Pharmaceutical will jointly promote AI driven antibody drug research and development

On February 20th, Yingsi Intelligent and Hebao Pharmaceutical announced a strategic cooperation, which will leverage their respective technological advantages in antibody discovery and artificial intelligence to accelerate the research and development process of new therapeutic antibodies. According to the cooperation agreement, both parties will combine leading technology platforms, proprietary datasets, and rich experience in antibody development in the platinum pharmaceutical industry with the technological advantages of Yingsi Intelligence in building an integrated AI driven drug development platform to jointly promote the development of AI empowered antibody discovery algorithms and applications.

Comment: By combining advanced machine learning models with biological expertise, AI is expected to provide innovative solutions in predicting antibody structures, identifying binding sites, and designing candidate drugs with stronger specificity, efficacy, and safety. Among them, high-quality datasets and wet experimental validation are essential key supports for developing such proprietary artificial intelligence tools.

NO.4 AstraZeneca to acquire Farbo in China for approximately $160 million

On February 20th, AstraZeneca reached an agreement with Farnborough Limited to acquire Farnborough China for approximately $160 million. According to the terms of the agreement, Farbojin will receive an enterprise value of $85 million, as well as approximately $75 million in cash held by Farbojin China at the time of transaction delivery, totaling approximately $160 million. The transaction is expected to be completed for delivery by mid-2025, subject to customary delivery conditions including regulatory scrutiny in China. After completion of the delivery, AstraZeneca will acquire all rights of Rosuvastatin in China. Farbojin reserves its rights to Rosuvastatin in the United States and markets not authorized to Astellas.

Comment: AstraZeneca's acquisition of Farbor in China will further enrich AstraZeneca's existing product portfolio in China and demonstrate AstraZeneca's strategic determination to continue investing in the Chinese market. However, it should be noted that the integration risks brought by mergers and acquisitions cannot be ignored. In addition, the indications for using Rosuvastatin to treat anemia caused by chemotherapy have not been approved in China, and its commercial value still needs to be verified.

NO.5 Huadong Pharmaceutical: Wholly owned subsidiary receives notification of acceptance of marketing authorization application for Degu insulin injection

On February 20, Huadong Pharmaceutical announced that its wholly-owned subsidiary, Zhongmei Huadong, had received the Notice of Acceptance issued by the State Food and Drug Administration, and the application for marketing license of Degu Insulin Injection for the treatment of adult type 2 diabetes declared by Zhongmei Huadong had been accepted. Degu insulin is a long-acting insulin analog with a unique molecular structure and mechanism of action. It has a prolonged action time, provides stable basal insulin, low blood glucose variability and hypoglycemia risk, good safety, and flexible administration time.

Comment: The acceptance of the application for the marketing license of Degu insulin injection, a subsidiary of East China Pharmaceutical, is a key progress in the company's product pipeline, which helps to enrich its product layout in the field of diabetes treatment. In the capital market, this news may have a positive impact on investor sentiment, but attention still needs to be paid to the actual efficacy and commercial performance of drugs after they are launched.

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