Investment in medical stocks focuses on the top ten directions

"Made in China 2025" proposes to develop new products for chemical drugs, traditional Chinese medicines and biotechnology drugs for major diseases, focusing on new mechanisms and new target chemical drugs, antibody drugs, antibody-conjugated drugs, new structural proteins and peptide drugs, and new vaccines. Innovative Chinese medicine and personalized treatment drugs with outstanding clinical advantages. We will improve the innovation capability and industrialization level of medical devices, and focus on the development of high-performance medical equipment such as imaging equipment and medical robots, high-value medical consumables such as fully degradable vascular stents, and mobile medical products such as wearable and remote medical treatment. Breakthrough and application of new technologies such as biological 3D printing and induced pluripotent stem cells.

We can focus on the following ten directions of medical investment:

First, Internet medical

The new application of the Internet in the medical industry includes health education, medical information inquiry, electronic health records, disease risk assessment, online disease consultation, electronic prescription, remote consultation, and remote treatment and rehabilitation using the Internet as a carrier and technology. Various forms of health butler service.

Second, wearable devices

A wearable device is a portable device that is worn directly on the body or integrated into the user's clothing or accessories. Wearable devices are not only a hardware device, but also powerful functions through software support, data interaction, and cloud interaction. Wearable devices will make a big difference in our lives and perceptions.

In 2012, due to the appearance of Google Glass, we entered the era of smart wearable devices. In addition to interactive features, more people use such devices to track their health. According to a survey, among the many needs of users, the “Pedometer” function ranks first, and the “Heart Rate” and “Blood Pressure Monitor” ranks very high.

Third, the surgical robot

Surgical robots are not really automated robots, they provide useful mechanized help to the surgery. These machines still require the surgeon to manipulate them and enter commands for them. The control methods for these surgical robots are remote control and voice activation.

The robotic surgery system is a complex that integrates many modern high-tech means. Mainly used in cardiac surgery and prostatectomy. Surgeons can operate the machine away from the operating table, which is completely different from the traditional surgical concept and is a well-deserved revolutionary surgical tool in the field of minimally invasive surgery in the world.

Fourth, biological 3D printing technology

3D bioprinters use a layer of bio-structural blocks to create real living tissue. It has two printheads, one for up to tens of thousands of individual somatic cells, called "bio-ink" and the other for "bio-paper." The so-called bio-paper is actually a gel whose main component is water, and can be used as a scaffold for cell growth. The 3D bioprinter uses cells from the patient's own body so there is no rejection.

V. New mechanisms and new targets for chemical drugs

The binding site between the drug and the organism's biological macromolecules is a drug target. Among the existing drugs, more than 50% of the drugs use receptors as targets, and the receptors become the most important and important targets; more than 20% of the drugs use enzymes as targets, especially enzyme inhibitors. It has a special status in clinical application; about 6% of drugs use ion channels as targets; 3% of drugs use nucleic acids as targets; 20% of drugs have yet to be further studied. Targeted drugs have become a new trend in drug development due to their high efficiency and low toxicity.

Sixth, antibody drugs and antibody-conjugated drugs

An antibody is an immunoglobulin produced by the body under the stimulation of an antigenic substance, and it can prevent and treat diseases by combining it with a heterologous substance such as bacteria, viruses or toxins. The first generation of antibody drugs originated from animal multivalent antiserum and was mainly used for early passive immunotherapy of some bacterial infectious diseases. Second generation antibody drugs are monoclonal antibodies and derivatives thereof prepared by hybridoma technology. At present, the development of antibody drugs has entered the third generation, namely the era of genetic engineering antibodies.

Seven new structural proteins and peptide drugs

Polypeptide and protein biopharmaceuticals include: amino acids and their derivatives, peptides and protein drugs, enzymes and coenzymes, nucleic acids and their degradants and derivatives, carbohydrates, lipids, cell growth factors And biologic drugs.

Eight, new vaccine

The new vaccine is a vaccine developed by modern bioengineering technology such as biochemical synthesis technology, artificial mutation technology, molecular microbiology technology, genetic engineering technology, etc., including recombinant live vector vaccine, accounting vaccine, T cell vaccine, and dendritic cell vaccine.

Nine, fully degradable vascular stent

The fully degradable stent, known as the "fourth revolution" of coronary intervention, is expected to dominate the coronary stent market for the next decade. At present, only a few multinational companies in the world have mastered the technology of the stent. During the period after stent implantation, the stenotic vessels are mechanically supported, and the drug is released to prevent restenosis. Then the stent is slowly degraded and completely absorbed by the tissue, and the vascular structure and the systolic function are completely restored to the natural state. .

X. Induced pluripotent stem cells

Induced pluripotent stem cells (ips stem cells) were originally a cell type similar to embryonic stem cells obtained by Japanese scientists in 2006 using a viral vector to transfer a combination of four transcription factors into differentiated somatic cells and reprogramming them. iPS stem cells have been successfully differentiated into neuronal cells, glial cells, cardiovascular cells, and primordial germ cells in vitro. Proprietary stem cells can be prepared from the patient's own somatic cells, so there is no problem with immune rejection.

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