专访医药魔方董事长周立运：中国创新药正从跟随走向源头创新，必须以真实世界数据支撑研发立项

Core Insights - The Chinese innovative drug market has experienced a significant transformation over the past decade, evolving from a focus on "virtual innovation" to "real research and development" due to policy reforms and market demands [5][6][7] - As of now, China accounts for 52.5% of the global innovative drug transaction volume, marking it as the largest market for new drug transactions [4][5] - The shift in transaction types from License-in to License-out indicates a growing global influence of Chinese pharmaceutical companies, with License-out transactions expected to reach 44% by 2024 [5][6] Industry Trends - The number of global pharmaceutical transactions has increased from 358 in 2015 to 743 in 2024, with a compound annual growth rate of 8%, while China's transactions surged from 55 to 213, with total transaction value rising from $3.1 billion to $57.1 billion [5][6] - The Chinese pharmaceutical industry is transitioning from being a "follower" to a "contributor" in global innovation, driven by both market demand and capital [6][7] Challenges and Solutions - The current state of the industry is marked by excessive internal competition, or "involution," which hinders true innovation [7][8] - To combat this, the industry must focus on protecting innovators and addressing market entry barriers, as well as improving data availability for clinical needs [8][9] - The lack of comprehensive epidemiological and disease burden data is a significant barrier to effective drug development, necessitating improvements in data collection and analysis [10][11] Future Directions - In the era of precision medicine, the development of detailed epidemiological data will be crucial for assessing market potential and guiding drug development decisions [11] - Companies need to understand the clinical pathways and unmet needs of patients to drive innovation and improve drug offerings [11]