新政策打消投资顾虑，跨国药企重金扩大上海创新药产能

Core Insights - The introduction of innovative drugs into the Chinese market is driving multinational pharmaceutical companies to explore local manufacturing, enhancing supply chain advantages and competitiveness in meeting local market demands [1][6]. Group 1: Investment and Expansion - Roche Pharmaceuticals announced an investment of 2.04 billion yuan to establish a new biopharmaceutical production base in Shanghai, aimed at strengthening its supply chain and local production capabilities [2]. - The new facility will focus on the localized production of the ophthalmic drug, Faricimab, which is the world's first approved bispecific antibody for ophthalmology, and is included in the national medical insurance [2]. - Daiichi Sankyo plans to invest approximately 1.1 billion yuan in Shanghai for a new ADC production facility to meet the growing demand for oncology products [2][3]. Group 2: Policy and Regulatory Environment - The National Medical Products Administration (NMPA) has initiated a pilot program for segmented production of biological products, allowing different stages of production to occur in various locations, enhancing flexibility for multinational companies [6][7]. - The pilot program aims to improve production efficiency and optimize industrial division of labor, facilitating international cooperation in the biopharmaceutical sector [6][7]. - Shanghai is actively implementing the segmented production pilot, with local authorities developing quality supervision measures for segmented production of biological products [9][10]. Group 3: Market Growth and Trends - The Chinese pharmaceutical market has experienced rapid expansion, with the core hospital market projected to reach 882.2 billion yuan by 2024, reflecting a compound annual growth rate of 3.3% [4]. - The share of innovative drugs in the core hospital market has increased from 21% in 2015 to 29% in 2024, with newly approved innovative drugs accounting for 10% of the overall pharmaceutical market by 2024 [4][10]. - The ongoing reforms in China's pharmaceutical regulatory environment are creating a conducive atmosphere for multinational companies to introduce innovative products and enhance local production capabilities [11].