中国创新药 正从“快速追随者”迈向“首创创新者”

Group 1 - The core viewpoint emphasizes the support for the development of innovative drugs and medical devices as outlined in the recent proposal by the Central Committee of the Communist Party of China for the 15th Five-Year Plan [1] - China's innovative drug sector is gaining attention in the capital market, with multiple companies and research teams demonstrating impressive independent research capabilities and licensing innovations globally [1] - The transition from being a "Fast Follower" to a "First-in-Class" innovator reflects China's gradual evolution in pharmaceutical innovation, moving away from merely following global trends [1] Group 2 - The integration of biotechnology and AI is significantly enhancing the ability to treat previously untreatable diseases, with gene editing emerging as a transformative technology in disease intervention [2] - AI advancements are reshaping drug development by enabling rapid discovery of potential patterns through big data analysis and improving efficiency and success rates in research [3][4] - The recognition of AI's value in solving fundamental scientific problems, as evidenced by the 2024 Nobel Prize in Chemistry awarded for breakthroughs in protein structure prediction, is expected to further drive AI applications in life sciences [4][8] Group 3 - The traditional model of being a "Fast Follower" has led to intense competition and price wars in the Chinese pharmaceutical market, highlighting the limitations of over-reliance on following established players [4][5] - Recent years have seen a shift towards original drug development, with many companies that previously focused on generics now investing in innovative drug research, marking a transition towards "First-in-Class" innovation [5] - The high-risk, high-investment nature of innovative drug development necessitates a collaborative approach involving policy and capital support to foster a sustainable innovation ecosystem [5]