30 billion was chopped down by Hengrui, Chia Tai Tianqing over 1 billion innovative drugs and then overweight

Recently, the highly anticipated 2021 version of the National Medical Insurance Catalogue was officially released.
Data shows that the total number of drugs in the adjusted catalogue is 2,860, with Western medicine accounting for nearly 52%, Chinese patent medicine accounting for 48%, and 892 Chinese herbal decoction pieces.
The new catalog will be formally implemented on January 1 next year
.
What major products have been added to the new catalog? Which new adaptations can be favored by medical insurance? In recent years, domestically-made innovative drugs have sprung up, and medical insurance has become the best "escort".
In which areas, the data can be answered one by one
.
The new medical insurance catalogue is hotly released.
These "billion-level" products will welcome a major outbreak.
Every time the medical insurance catalog is adjusted, new drugs are the focus of the market.
It is reported that the adjustment of the national medical insurance catalogue has added a total of 507 medicines for 4 consecutive years.
And this adjustment directly adds 7 drugs, and the negotiation adds 67 drugs.
It is estimated that by 2022, it can reduce the burden of patients by more than 30 billion yuan
.
Of the 7 newly added drugs, 4 are drugs that have been included in the 2018 edition of the National Essential Drug List.
According to data from Meinenet, Citicoline Sodium and Sodium Chloride Injection, Citicoline Sodium Glucose Injection, and Isosorbide Dinitrate Ester Sodium Chloride Injection and Isosorbide Nitrate Glucose Injection in 2020 will not exceed 100 million yuan in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as Chinese public medical institutions).
However, from a clinical point of view, Citicoline Sodium Chloride Injection and Citicoline Sodium Glucose Injection are mainly used for acute head injury and disturbance of consciousness after brain surgery.
Isosorbide Mononitrate Sodium Chloride The injection and isosorbide dinitrate glucose injection are suitable for the treatment of angina pectoris and congestive heart failure.
After being included in medical insurance, it will be a great benefit for emergency and severe patients
.
In addition, the 3 directly added drugs are all new products approved after 2018
.
At present, 4 pharmaceutical companies have obtained approval for ibuprofen injection, involving Chengdu Yuandong Biotechnology, Jilin Sihuan Pharmaceutical, Hangzhou Minsheng Pharmaceutical, and Chengdu Better Pharmaceutical.
In 2020, the terminal sales of public medical institutions in China will exceed 1.
2 100 million yuan, the growth rate was as high as 183.
89% in the first half of 2021; the original bendamustine hydrochloride for injection was approved for import in 2018, and domestic generic drugs have risen in 2019.
Chia Tai Tianqing Pharmaceutical Group, Jianjin Pharmaceutical, Sichuan Hui Uni-Pharmaceuticals and Simcere Pharmaceuticals have obtained approvals.
The sales of this product in physical pharmacies in Chinese cities will be close to 100 million yuan in 2020, and it is expected to exceed 140 million yuan in 2021
.
The companies currently approved for glycopyrrolate injection involve Jiangsu Hengrui Pharmaceutical, Chengdu Yuandong Biopharmaceutical, and Guangdong Jiabo Pharmaceutical
.
The 67 newly negotiated varieties involved 26 original research drugs.
Multinational giants Pfizer, Johnson & Johnson, Gilead, Eli Lilly, and Roche are on the list.
Four of these newly added original research drugs have exceeded 100 million yuan in retail sales.
After entering the medical insurance catalog, it is expected to exert efforts in the hospital terminal to achieve rapid increase in multiple channels
.
Table 1: Original research drugs with terminal sales of more than 100 million yuan in physical pharmacies in Chinese cities.
Source: Meinenet.
Terminal layout of physical pharmacies in Chinese cities.
Note: The above-mentioned products have not yet announced the medical insurance payment standard.
The first-line treatment of locally advanced or metastatic non-small cell lung cancer (NSCLC) patients with factor receptor (EGFR) exon 19 deletion mutation or exon 21 L858R substitution mutation.
Terminal sales in physical pharmacies in Chinese cities will be 1.
1 in 2020 100 million yuan, with a growth rate of 240%
.
Johnson & Johnson's daratumumab is the world's first monoclonal antibody that targets CD38.
In 2020, the terminal sales of physical pharmacies in Chinese cities will be 160 million yuan, a growth rate of 242%
.
The company’s other blockbuster product, Usnumab injection, can be used to treat psoriasis and Crohn’s disease.
In 2020, the terminal sales of physical pharmacies in Chinese cities will be 130 million yuan, a growth rate of more than 200%.
Sinumumab injection (intravenous infusion) is also included in the new medical insurance
.
In terms of drugs for rare diseases, Amgen's iloyuumab injection has successfully entered medical insurance.
This product is the first approved targeted lipid-lowering drug in China.
In 2020, the terminal sales of physical pharmacies in Chinese cities will be 140 million yuan
.
In addition, Bojian’s Nosinagen Sodium Injection, which has been hyped up by public opinion, has also successfully entered medical insurance.
This product is the world’s first SMA (spinal muscular atrophy) precision targeted therapy, as well as Takeda treatment.
The concentrated solution for agalsidase alpha injection for Bray’s disease, and Bojian’s Fampridine Sustained-Release Tablets for the treatment of multiple sclerosis have also been successfully negotiated.
These original blockbuster new drugs will enter the medical insurance through negotiations, and Chinese patients will have more good drugs to choose from
.
Forty-seven domestic exclusive products were newly added to medical insurance through negotiations, and Hengrui became the biggest winner.
There were 1 first generic drug and 3 new class 1 drugs for the negotiation; Renfu Medicine and Yangtze River also had 1 first imitation, 1 1 Negotiations for a class of new drugs were successful
.
In addition, it is worth noting that clotrimazole vaginal swelling suppositories and perfluoropropane human albumin microspheres for injection did not appear on the preliminary form review list earlier.
The subsequent development trends of these two domestic exclusive products are worthy of attention
.
Table 2: Some products with sales exceeding 100 million yuan and new indications included in the new version of the catalog.
Source: Minet.
com.
China's public medical institutions terminal competition pattern.
Note: The red is the new content.
The payment standard for Jinhua Qinggan Granules is 8.
9 yuan per bag.
With the rapid advancement of the medical reform, the adjustment of the medical insurance catalogue has entered a stage of normalization.
The new drugs that have entered the medical insurance catalogue have gained opportunities for rapid growth, and some have grown into varieties with more than 1 billion yuan
.
Zhengda Tianqing Pharmaceutical Group’s Anlotinib Hydrochloride Capsules entered the medical insurance list through negotiations in 2018, and sales in 2020 have exceeded 3.
3 billion yuan; Jiangsu Hengrui Pharmaceutical’s Apatinib mesylate tablets entered the medical insurance through negotiations in 2017 Catalog, sales in 2020 have exceeded 2.
2 billion yuan; Cinda Bio’s Sintilimab injection entered the medical insurance catalog through negotiations in 2019, and sales in 2020 have exceeded 1.
9 billion yuan; Betta Pharmaceutical’s Icotin Hydrochloride Nipples entered the medical insurance catalog through negotiations in 2016, and sales in 2020 are close to 1.
8 billion yuan; Merck’s cetuximab injection also entered the medical insurance catalog through negotiations in 2018, with sales exceeding 1.
5 billion yuan in 2020
.
In addition, the sales of Novartis’ sacubatril and valsartan sodium tablets and BeiGene’s tislelizumab injection in 2020 will also reach the level of 500 million yuan and 300 million yuan, and the growth rate in the first half of 2021 will be as high as 267.
30% and 939.
67%.
These blockbuster products and potential products have achieved good clinical results.
The new indications are included in medical insurance, which can not only expand the group of drug patients, but also further increase the overall sales of the products
.
Domestically-made innovative drugs ride the wind and waves, and improved dosage forms are even more powerful.
Table 4: New domestic-made drugs newly added to medical insurance during the negotiation (unit: yuan/tablet, bottle, bottle) Source: Meinnet.
com MED2.
0 Chinese drug review database 47 newly-negotiated domestic-made drugs Among the drugs, 26 are domestic new drugs, of which category 1 new drugs (including category 1.
5) account for 24, and two improved new drugs are exceptionally dazzling.
From the time of approval, 20 have been approved for marketing since 2020.
It is foreseeable that in the future, the pace of domestically-made innovative drugs entering medical insurance and realizing market value will become faster and faster, which will help companies withdraw funds to further assist R&D and innovation
.
Innovative drugs, Hengrui's three major category 1 new drugs, have obvious clinical advantages.
Fluzoparib capsules are PARP inhibitors, and they entered medical insurance simultaneously with BeiGene Pamipali Capsules.
The future competitive landscape will be reshuffled; Hytrapapax ethanolamine Tablets are used for the treatment of adult patients with severe aplastic anemia (SAA) who have poor efficacy on immunosuppressive therapy (IST), and remazolam tosylate for injection is approved for sedation in gastroscopy and colonoscopy
.
Among the leading domestic echelons, Hausen, Renfu, and Yangzijiang have also lived up to expectations, each with a Class 1 new drug successfully negotiated
.
Imitenofovir tablets are the first original oral hepatitis B antiviral drug in China, remazolam besylate for injection versus Hengrui's remazolam tosylate for injection, and levornidazole phosphate for injection Disodium is the latest generation of nitroimidazole anti-infective drugs
.
In addition, the strength of BioTech pharmaceutical companies is quickly being demonstrated.
The negotiation of Rongchang Pharmaceutical's Class 1 new drug for systemic lupus erythematosus and the first domestically-made ADC product vedicitumumab for injection has been successful; The industry’s enovirin tablets, Nuocheng Jianhua’s abutinib tablets, Iris’s vometinib mesylate tablets, and Zejing’s donafenib tosylate tablets are all dazzling new stars.

.
In this catalogue adjustment, there is also a domestic new drug that has attracted controversy and attention.
The mannite sodium capsule of the Green Valley Group is used to treat mild to moderate Alzheimer's disease.
After being approved for listing in 2019, it will be available in physical pharmacies in Chinese cities.
The sales of the company are very hot, reaching 250 million yuan in 2020.
This time the negotiation has finally succeeded in entering the medical insurance, and the strength can be verified in the hospital market in the future
.
In recent years, the research and development of improved new drugs has been extremely hot, and the number of approved products on the market has also been increasing year by year.
On the one hand, it is relatively less difficult to develop new drugs than Class 1 new drugs, and on the other hand, it is more difficult than generic drugs.
High technical and professional barriers, and a longer life cycle
.
Among the new domestic drugs newly added in this negotiation, Luye Medicine’s risperidone microspheres (II) for injection and Tefeng Pharmaceutical’s chloral hydrate/syrup combination packaging are both approved products in 2021, and they are also large-variety new dosage forms.
After entering the medical insurance, it will improve the patient’s medication experience and further expand the patient population.
At the same time, it will also give more positive signals to R&D companies.
I believe that in the future, it will stimulate more companies to deploy and improve the field of new drugs
.
Meinenet data shows that since 2018, more than 10 improved new drugs have been reported for production and are under review, involving domestic star pharmaceutical companies such as Qilu, Puli, and CSPC
.
It is the goal of medical reform to vacate cages and change birds.
In the future, more domestic Class 1 new drugs and improved new drugs will enter the medical insurance catalog, which will not only benefit patients, but also give pharmaceutical companies better feedback
.
The "dual-channel" relay has entered a period of rapid advancement.
Looking back on the past five rounds of innovative drug medical insurance negotiations, price reduction is the main theme.
The market and industry have a certain degree of concern about the future of innovative drugs, but from the past few years As a result, the average price reductions of relevant drugs that participated in the medical insurance negotiations from 2017 to 2020 and successfully reached 44%, 57%, 61%, and 51% respectively, while the average price reduction this time was 61.
7%, which shows that the medical insurance bureau's price reduction standards have been maintained.
In a more rational range
.
For pharmaceutical companies, it appears to be a "substantial price cut", but it has shortened the time from launching to medical insurance for innovative drugs.
Data shows that it took 4-9 years for new drugs to enter medical insurance in 2017, and it was shortened to 1 in 2019.
-8 years, further compressed to 0.
5-5 years in 2020
.
Data from the new catalog shows that more products will be approved and entered into medical insurance in 2021 than in previous years
.
Table 5: 2021H1 sales of over 100 million new national talk products with a growth rate of more than 100% Source: Mi Nei.
com China's public medical institutions terminal competition pattern.
According to data from Mi Nei.
In the first half of the year, sales increased by more than 100%
.
Contrary to the perception of "frequently cut prices and suppress the industry", the Medical Insurance Bureau has actually been "encouraging the industry
.
" The “dual-channel” new policy implemented this year will further promote the landing of innovative drugs and achieve rapid penetration of hospitals and pharmacies.
This is not only conducive to domestic new drugs, but also attractive to imported original research drugs
.
Compared with Guocai, foreign companies have a more positive attitude towards national medical insurance negotiations, because they have also seen the huge market prospects of Guodian drugs
.
Source: Meinenet database Note: Meinenet China's urban entity pharmacy terminal competition pattern database is an enlarged version of urban entity pharmacies that covers 293 prefectures and cities across the country (excluding county and rural entity pharmacies), and continuously monitors all categories Database
.
The above sales are calculated based on the average retail price of the product at the terminal
.