China's innovative drug exports in 2026 start strong; the innovative drug industry chain may迎来 good opportunities for布局

GateUser-bd883c58 · 2026-03-30T09:59:00+00:00

Our country's innovative drugs have achieved a historic breakthrough, with 10 innovative drugs approved by 2026, and the biopharmaceutical industry has been elevated to an emerging pillar industry. Rongchang Biotech has obtained global authorization for four drugs, with a total transaction amount exceeding $12.6 billion, marking further development of Chinese pharmaceutical companies in the global market.

GateUser-bd883c58

2026-03-30 09:59:00

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Ask AI · Does Rongchang Biotech’s authorization of multiple drugs indicate a global breakthrough for Chinese pharmaceutical companies?

According to the National Medical Products Administration, in the first three months of this year, China’s total external licensing transactions for innovative drugs exceeded $60 billion, nearly half of the total for 2025. As of March 27, China has approved 10 innovative drugs in 2026, including 2 imported and 8 domestically produced. China’s innovative drugs have achieved historic breakthroughs, maintaining strong development momentum and potential.

The 2026 government work report proposed “building emerging pillar industries such as integrated circuits, aerospace, biopharmaceuticals, and low-altitude economy.” Compared to the 2025 report’s statement of “cultivating and expanding emerging industries and future industries,” the positioning of biopharmaceuticals has clearly been elevated, for the first time being classified as an “emerging pillar industry.” Guosheng Securities believes that for the pharmaceutical sector, this indicates that policy support for biopharmaceuticals has been further upgraded from “cultivating emerging tracks” to an “important pillar for economic growth and industrial upgrading.” Among these, innovative drugs—being the most core, high-value segment within biopharmaceuticals—have a particularly clear beneficiary direction.

According to the China Finance and Economics News (Cailianshe) theme database, among the relevant listed companies:

Rongchang Biotech has achieved global licensing for four core drugs: Viddesotan, Teteceps, RC28, and RC148. The total transaction value of these four drugs exceeds $12.6 billion.

Baiheng Medical has developed a differentiated R&D pipeline focusing on three major areas: oncology, autoimmune diseases, and pain. By the end of 2025, the company’s pipeline has over 15 projects, with 4 Category 1 new drug IND approvals and 11 Category 2 new drug IND approvals.

(Cailianshe)

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