2022中国生命科学与医疗行业现状及展望.docx

《2022中国生命科学与医疗行业现状及展望.docx》由会员分享，可在线阅读，更多相关《2022中国生命科学与医疗行业现状及展望.docx（29页珍藏版）》请在第一文库网上搜索。

1、2022中国生命科学与医疗行业现状及展望德勤(Deloitte)发布了2022年全球生命科学行业展望报告。尽管过去一年生命科学行业的估值参差不齐，但该行业的基本表现和前景是乐观的。许多公司的增长受到COVID-19疗法的推动。随着生命科学公司继续转型，德勤预计该行业将进一步增长。部分公司(尤其是那些工作方式受限的公司)正在摆脱疫情的影响，采用数字优先模式。随着数字化转型加速生命科学价值链的每个环节，那些在疫情前就进行了大量数字投资的企业正中受益。2022年，有远见的领导者将继续推动投资于长期的战略数字目标使用自动化、智能工厂和人工智能来变革制造业，并使用新技术来建立供应链弹性。不确定的时期将需

2、要对企业敏捷性做出更大的承诺。虚拟和混合工作的新世界需要灵活性，在不久的将来，大多数生命科学公司仍需适应新规范和竞争激烈的人才格局。重新构想以企业和工作文化为重点的工作是CEO的战略重点，满足人们的需求以及以人为本的工作场所体验变得至关重要。在过去两年，生命科学领域和利益相关方开展了前所未有的合作。为了患者的利益，每个人都被动员起来，包括世界各地数字化共享研究的监管机构。在接下来的一年里，更多以患者为中心、共同创造的体验将不断发展,使患者在整个旅程和决策过程中成为更平等的合作伙伴，并帮助生命科学提供更好、更个性化的结果。德勤预计由患者推动的临床试验将更加多样化。2022年，数据驱动的科学家们将

3、凭借新的见解来源和真实世界的证据，解决曾经被认为难以解决的疾病问题。COVID-19疫苗和细胞和基因背后的mRNA技术疗法等科学突破在未来有许多潜在的用例。为加快COVID-19疫苗和治疗产品而采用的新工艺现在也被用于加快其他药物和治疗的开发。随着企业面临更严格的信息披露和新的全球标准，ESG预计将在2022年继续处于前沿和中心地位。监管机构、投资者和客户将密切关注生命科学的进展。在未来的一年里，预计生命科学领袖们将重点关注该部门的实质性ESG因素，如药品的获取、药品定价、环境可持续性、健康和种族平等以及领导力的多样性。这种变化将持续至2022年及以后。许多生命科学公司都经历了增长，并且拥有更

4、强大的资产负债表来进行投资。有了大量的数据收集和分析工具做基础，生命科学公司将大规模采用数字化。Deloitte2022 Global Life Sciences Outlook | Digitalization at scale: Delivering or the promise of scienceContentsIntroductionAccelerating R&D productivity and industry collaboraTransforming the patient experienceTransforming the talent experienceRegula

5、tory: Mastering external forcesThe digital enterprise at scale: A CEO imperative for 2Future-proofing manufacturing and supply chainsEnvironmental Social, and Governance (ESG): AnotheContactsLearn moreEndnotesIntroductionWhile valuations for the life sciences sector in this pasc year have been mixed

6、, the underlsector is healthy. We saw many companies growth buoyed by COVID-19 Eherapeutics, anfairly immune to some of rhe pandemic impacts initially feared (e.g.z stowdown in patientanticipate further growth in the industry as life sciences companies continue to transforrSome companies, especially

7、 those with limited legacy ways of working, are coming out ofmodel and challenging norms across their enterprise. Those that made significant digitalare benefitting from heir bold vision as digital transformation accelerates every part of tlvisionary headers will continue to drive invesrments focuse

8、d on long-term, strategic digitssmart factories, and artificial intelligence to transform manufacturing and using new techresilience.Uncertain rimes will require a greater commitment to enterprise agility. The new world offlexibility, and most life sciences companies v/ill still be adjusting to new

9、norms and a highnear future. Reimagining work with a focus on corporate and working culture is a CEO strof humansand human-centered experience in the workplacehas never been more irThe last tv/o years of the pandemic saw unprecedented collaboration across life scienceswas mobilized in the interest o

10、f patients, including regulatory agencies around the worldnext year, more patient-centric, co-created experiences will evolve to make patients monthroughout their journeys and help life sciences deliver better more personalized outcorclinical trials driven by patients and a greater focus on health e

11、quity, enabled by decentreIn 2022, data-driven scientists, armed with new sources of insights and real-world eviderdiseases that were once thought intractable.2 Scientific breakthroughs, like the mRNA tecvaccines and cell and gene therapies, have many potential use-cases for the future. The rCOVID-1

12、9 vaccines and therapeutic products are now also being applied to speed up thetreatmentsand companies cannot revert back to old ways.Accelerating R&D product1industry collaboration2022 Global Life Sciences OutlookImpact on timelinesWhile some worded that lite sciences companies would see a negative

13、impact on tiTielimmore bullisn aoou： the degree of change life sciences companies wer e going to embraceAt large, timelines didrft change.What are typical rimelines? Research conducted by Cowen analyzed the performance of “over more mac 15,000 clinical trials across nve categories. The E：me period a

14、nalyzed was Pipeline pace?: Average rime to reach approval, ainiosi 5 years Recruiting speed: Average Eime to enroll patients m rrals, a!most 19 months R&D efficiency (2016-2021): Average R&D spend per active 5aL US$35 million, US566 nref ect a proclivity co in-hcerise late stage assets) Trial push-

15、outs: Average percentage of trials not decayed, 52% Delay duration： Average change in primary completion rate, 57-day delay4If we ；ook at the results tor recru cmg speed, (see figure 1)S for example, che da:a show hecompany and rherapeudc area. While it may take only atjout 4 months co enro. healthy cn-ion:ns to enroll participants for studies concerning ulcers and he gastroinrestinal craciFigure 1: Trial recr