The only problem is Chinese go

The only problem is Chinese gov regulation. Will Xi's administration forced a narrow margin business in China? Most likely, it'll be a global business subsidizing China consumption story. Not an interesting proposition given such valuation.

Innovative Drug Industry Trend Established, Advancing Global Commercialization

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Will Xi's administration forced a narrow margin business in China? Most likely, it'll be a global business subsidizing China consumption story. Not an interesting proposition given such valuation.</p></body></html>","text":"The only problem is Chinese gov regulation. Will Xi's administration forced a narrow margin business in China? Most likely, it'll be a global business subsidizing China consumption story. Not an interesting proposition given such valuation.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/487267039162432","repostId":1152572190,"repostType":2,"repost":{"id":"1152572190","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1758672755,"share":"https://ttm.financial/m/news/1152572190?lang=en_US&edition=fundamental","pubTime":"2025-09-24 08:12","market":"sh","language":"en","title":"Innovative Drug Industry Trend Established, Advancing Global Commercialization","url":"https://stock-news.laohu8.com/highlight/detail?id=1152572190","media":"Stock News","summary":"A research report indicates that China's innovative drug sector has established a pyramid-like structure led by frontrunner companies and supported by numerous high-quality enterprises, demonstrating...","content":"<p>A research report indicates that China's innovative drug sector has established a pyramid-like structure led by frontrunner companies and supported by numerous high-quality enterprises, demonstrating strong industry sustainability. The deepening collaboration between industry, academia, and research institutions is building momentum for First-in-Class (FIC) molecule development. China has emerged as one of the most efficient countries globally in the pathway from target validation to Investigational New Drug (IND) applications. This research and development efficiency combined with cost advantages will drive the industry toward developing molecules with higher innovation levels, which translates to greater commercial value.</p>\n<p>Investment recommendations include: ①Global blockbuster potential: BEIGENE (06160), SKB BIO-B (06990), INNOVENT BIO (01801), AKESO (09926), 3SBIO (01530), Bailing Tianheng (688506.SH), Xinluowei (300765.SZ), CSPC Pharmaceutical Group (01093), Hansoh Pharma (03692), China Biologic Products (01177), Yipinhong (300723.SZ), Yingent Bio (09606); ②Global Best-in-Class potential: Yifang Bio (688382.SH), Zelgen Bio (688266.SH), CStone Pharmaceuticals (01592), Yuandong Bio (688513.SH), CAR-T Bio (02171), Laekna (02105), Henlius (02696), Zai Lab (09688), Hutchmed (00013), Yaojie Ankang (02617), Jacobio (01167), Ascletis Pharma (01672); ③Domestic blockbusters: Schutai Shen (300204.SZ), Allist (688578.SH), Everest Medicines (01952), Hengrui Medicine (600276.SH), Beida Pharma (300558.SZ), Hua Medicine (02552); ④Asset value plays: Harbour BioMed (02142), Heyou (02256).</p>\n<p>Current Focus: Advancing Global Commercialization with Numerous Quality Projects Continuing to Drive Industry Growth</p>\n<p>China's innovative drug industry has developed a pyramid structure with leading enterprises at the forefront and substantial quality companies providing support, ensuring strong industry sustainability. The underlying logic of this cycle centers on Chinese innovative drugs in development possessing global competitiveness, with monetization shifting from domestic market expansion to international data generation and licensing transactions (license-out BD deals), opening up commercial opportunities and creating a healthier, more mature ecosystem that gradually enters a dual-driven phase of products and business models.</p>\n<p>Molecule quality represents the core element in business development deals, with BD completion serving as a starting point rather than an endpoint. Project licensing marks the beginning of global development, with subsequent project advancement potentially bringing continuous milestone revenues and sales sharing. \"Quality molecules\" with differentiated mechanisms or high clinical value remain the primary focus of international buyers. Chinese innovative drugs now possess global competitiveness and can enter licensing windows once they demonstrate advantageous early-stage data.</p>\n<p>Historical Perspective: China's Innovative Drug Industry Achievements and Global Competitiveness</p>\n<p>China's innovative drug sector has entered the industry monetization phase, driven by coordinated support across funding, policy, and talent dimensions. Funding aspect - achieved self-sustaining capability: Early innovative drug development received capital market support and now enters self-sustaining phases through BD licensing and drug commercialization. Policy aspect - comprehensive support for \"genuine innovation\": From top-level design to local implementation, forming synergy to comprehensively support innovation. Talent aspect - reasonable talent pipeline: Strategic-level plus execution-level coordinated deployment has become crucial for efficient implementation across all drug development stages, representing local Chinese biotech companies building their own sustainable R&D engines.</p>\n<p>Future Outlook: Enhanced Innovation Levels Will Further Expand Commercial Value Space</p>\n<p>Industry-academia-research collaboration continues deepening, building momentum for FIC molecule development. China has become one of the world's most efficient countries in the target validation to IND pathway. This R&D efficiency and cost advantage will propel the industry toward developing higher innovation-level molecules, with greater innovation translating to higher commercial value.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Innovative Drug Industry Trend Established, Advancing Global Commercialization</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInnovative Drug Industry Trend Established, Advancing Global Commercialization\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-09-24 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A research report indicates that China's innovative drug sector has established a pyramid-like structure led by frontrunner companies and supported by numerous high-quality enterprises, demonstrating strong industry sustainability. The deepening collaboration between industry, academia, and research institutions is building momentum for First-in-Class (FIC) molecule development. China has emerged as one of the most efficient countries globally in the pathway from target validation to Investigational New Drug (IND) applications. This research and development efficiency combined with cost advantages will drive the industry toward developing molecules with higher innovation levels, which translates to greater commercial value.</p>\n<p>Investment recommendations include: ①Global blockbuster potential: BEIGENE (06160), SKB BIO-B (06990), INNOVENT BIO (01801), AKESO (09926), 3SBIO (01530), Bailing Tianheng (688506.SH), Xinluowei (300765.SZ), CSPC Pharmaceutical Group (01093), Hansoh Pharma (03692), China Biologic Products (01177), Yipinhong (300723.SZ), Yingent Bio (09606); ②Global Best-in-Class potential: Yifang Bio (688382.SH), Zelgen Bio (688266.SH), CStone Pharmaceuticals (01592), Yuandong Bio (688513.SH), CAR-T Bio (02171), Laekna (02105), Henlius (02696), Zai Lab (09688), Hutchmed (00013), Yaojie Ankang (02617), Jacobio (01167), Ascletis Pharma (01672); ③Domestic blockbusters: Schutai Shen (300204.SZ), Allist (688578.SH), Everest Medicines (01952), Hengrui Medicine (600276.SH), Beida Pharma (300558.SZ), Hua Medicine (02552); ④Asset value plays: Harbour BioMed (02142), Heyou (02256).</p>\n<p>Current Focus: Advancing Global Commercialization with Numerous Quality Projects Continuing to Drive Industry Growth</p>\n<p>China's innovative drug industry has developed a pyramid structure with leading enterprises at the forefront and substantial quality companies providing support, ensuring strong industry sustainability. The underlying logic of this cycle centers on Chinese innovative drugs in development possessing global competitiveness, with monetization shifting from domestic market expansion to international data generation and licensing transactions (license-out BD deals), opening up commercial opportunities and creating a healthier, more mature ecosystem that gradually enters a dual-driven phase of products and business models.</p>\n<p>Molecule quality represents the core element in business development deals, with BD completion serving as a starting point rather than an endpoint. Project licensing marks the beginning of global development, with subsequent project advancement potentially bringing continuous milestone revenues and sales sharing. \"Quality molecules\" with differentiated mechanisms or high clinical value remain the primary focus of international buyers. Chinese innovative drugs now possess global competitiveness and can enter licensing windows once they demonstrate advantageous early-stage data.</p>\n<p>Historical Perspective: China's Innovative Drug Industry Achievements and Global Competitiveness</p>\n<p>China's innovative drug sector has entered the industry monetization phase, driven by coordinated support across funding, policy, and talent dimensions. Funding aspect - achieved self-sustaining capability: Early innovative drug development received capital market support and now enters self-sustaining phases through BD licensing and drug commercialization. Policy aspect - comprehensive support for \"genuine innovation\": From top-level design to local implementation, forming synergy to comprehensively support innovation. Talent aspect - reasonable talent pipeline: Strategic-level plus execution-level coordinated deployment has become crucial for efficient implementation across all drug development stages, representing local Chinese biotech companies building their own sustainable R&D engines.</p>\n<p>Future Outlook: Enhanced Innovation Levels Will Further Expand Commercial Value Space</p>\n<p>Industry-academia-research collaboration continues deepening, building momentum for FIC molecule development. China has become one of the world's most efficient countries in the target validation to IND pathway. This R&D efficiency and cost advantage will propel the industry toward developing higher innovation-level molecules, with greater innovation translating to higher commercial value.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159992":"创新药","601162":"天风证券","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","BK1500":"做空集合股","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","01801":"信达生物","06978":"永泰生物-B","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","BK0276":"资本市场","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","BK1588":"回港中概股","LU1720050803.USD":"安联全方位中国股票基金","BK1161":"生物科技","BK1593":"医美概念股","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","06160":"百济神州","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","09926":"康方生物","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","BK1574":"生物医药B类股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","06990":"科伦博泰生物-B","BK1583":"高瓴概念","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","01530":"三生制药","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1589":"北水核心资产"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152572190","content_text":"A research report indicates that China's innovative drug sector has established a pyramid-like structure led by frontrunner companies and supported by numerous high-quality enterprises, demonstrating strong industry sustainability. The deepening collaboration between industry, academia, and research institutions is building momentum for First-in-Class (FIC) molecule development. China has emerged as one of the most efficient countries globally in the pathway from target validation to Investigational New Drug (IND) applications. This research and development efficiency combined with cost advantages will drive the industry toward developing molecules with higher innovation levels, which translates to greater commercial value.\nInvestment recommendations include: ①Global blockbuster potential: BEIGENE (06160), SKB BIO-B (06990), INNOVENT BIO (01801), AKESO (09926), 3SBIO (01530), Bailing Tianheng (688506.SH), Xinluowei (300765.SZ), CSPC Pharmaceutical Group (01093), Hansoh Pharma (03692), China Biologic Products (01177), Yipinhong (300723.SZ), Yingent Bio (09606); ②Global Best-in-Class potential: Yifang Bio (688382.SH), Zelgen Bio (688266.SH), CStone Pharmaceuticals (01592), Yuandong Bio (688513.SH), CAR-T Bio (02171), Laekna (02105), Henlius (02696), Zai Lab (09688), Hutchmed (00013), Yaojie Ankang (02617), Jacobio (01167), Ascletis Pharma (01672); ③Domestic blockbusters: Schutai Shen (300204.SZ), Allist (688578.SH), Everest Medicines (01952), Hengrui Medicine (600276.SH), Beida Pharma (300558.SZ), Hua Medicine (02552); ④Asset value plays: Harbour BioMed (02142), Heyou (02256).\nCurrent Focus: Advancing Global Commercialization with Numerous Quality Projects Continuing to Drive Industry Growth\nChina's innovative drug industry has developed a pyramid structure with leading enterprises at the forefront and substantial quality companies providing support, ensuring strong industry sustainability. The underlying logic of this cycle centers on Chinese innovative drugs in development possessing global competitiveness, with monetization shifting from domestic market expansion to international data generation and licensing transactions (license-out BD deals), opening up commercial opportunities and creating a healthier, more mature ecosystem that gradually enters a dual-driven phase of products and business models.\nMolecule quality represents the core element in business development deals, with BD completion serving as a starting point rather than an endpoint. Project licensing marks the beginning of global development, with subsequent project advancement potentially bringing continuous milestone revenues and sales sharing. \"Quality molecules\" with differentiated mechanisms or high clinical value remain the primary focus of international buyers. Chinese innovative drugs now possess global competitiveness and can enter licensing windows once they demonstrate advantageous early-stage data.\nHistorical Perspective: China's Innovative Drug Industry Achievements and Global Competitiveness\nChina's innovative drug sector has entered the industry monetization phase, driven by coordinated support across funding, policy, and talent dimensions. Funding aspect - achieved self-sustaining capability: Early innovative drug development received capital market support and now enters self-sustaining phases through BD licensing and drug commercialization. Policy aspect - comprehensive support for \"genuine innovation\": From top-level design to local implementation, forming synergy to comprehensively support innovation. Talent aspect - reasonable talent pipeline: Strategic-level plus execution-level coordinated deployment has become crucial for efficient implementation across all drug development stages, representing local Chinese biotech companies building their own sustainable R&D engines.\nFuture Outlook: Enhanced Innovation Levels Will Further Expand Commercial Value Space\nIndustry-academia-research collaboration continues deepening, building momentum for FIC molecule development. China has become one of the world's most efficient countries in the target validation to IND pathway. This R&D efficiency and cost advantage will propel the industry toward developing higher innovation-level molecules, with greater innovation translating to higher commercial value.","news_type":1,"symbols_score_info":{"159992":1,"601162":1,"06160":1,"06978":1,"01530":1,"01801":1,"06990":1,"09926":1}},"isVote":1,"tweetType":1,"viewCount":388,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":206,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/487267039162432"}