6 billion oseltamivir or competitor of welcome drug

6 billion oseltamivir may welcome domestically produced new drug competitors.

1.

Zhongsheng Pharmaceutical's 2020 semi-annual report shows that ZSP1273 tablets are the first domestic small molecule RNA polymerase inhibitor to treat influenza A that has completed a phase II clinical trial-a new anti-influenza drug with a brand-new target.

According to the announcement, ZSP1273 is a new type of drug developed by Zhongsheng Ruichuang for influenza A and human avian influenza.

In addition, ZSP1273 has a strong inhibitory effect on oseltamivir-resistant virus strains and highly pathogenic avian influenza viruses, and the combination with oseltamivir exhibits a highly synergistic effect.

ZSP1273 tablets have completed phase I and phase II clinical studies, and phase III clinical trials for the treatment of adult simple influenza A are currently being carried out to further confirm its efficacy and safety.

In order to facilitate the medication of special populations, including children and patients with dysphagia, Zhongsheng Ruichuang has developed ZSP1273 granules and obtained the approval of the State Food and Drug Administration to carry out clinical trials.

In addition, according to Cyber ​​Blue, the official website of Zhongsheng Ruichuang shows that ZSP1273 is one of the innovative drug R&D projects developed in cooperation with the team of Academician Zhong Nanshan.

Academician Zhong Nanshan, as the chief clinical researcher, introduced the results of the phase II clinical trial of ZSP1273 tablets, said that in the phase II clinical trial, when only 43% of the enrolled cases were completed, the 600mgQD group of ZSP1273 tablets was compared with the placebo group.

Some experts pointed out that the drug resistance of influenza virus, the high mutation rate of influenza virus and other factors have made the clinical urgent need for anti-influenza virus drugs with new mechanisms of action.

2.

As for anti-influenza virus drugs, there are three drugs currently on the market in my country: neuraminidase inhibitors, hemagglutinin inhibitors and M2 ion channel blockers.

Oseltamivir phosphate is currently the best-selling anti-influenza drug in China.

From 2015 to 2019, oseltamivir has maintained an annual growth rate of more than 50%, and it continues to rise-the growth rate from 2015 to 2019 was 54.

Dongyang Pharmaceutical has always occupied a dominant position.
With oseltamivir phosphate granules and oseltamivir phosphate capsules, Dongyang Pharmaceutical has won 93% of the market share of oseltamivir in China's public medical institutions in 2019.

According to the 2019 annual report of Dongyang Sun Pharmaceuticals, the turnover reached 6.
224 billion yuan, a year-on-year increase of 147.
9%.
Among them, the core product Kewei granules and Kewei capsules had a combined turnover of nearly 6 billion yuan, accounting for 95.
33% of the total turnover.
An increase of more than 150%.

However, it is worth noting that due to the impact of the 2020 epidemic, the terminal sales of oseltamivir in China's public medical institutions in the first half of the year were only 2.
4 billion yuan.

According to the 2020 semi-annual report of Dongyang Pharmaceutical, the turnover was RMB 2.
0837 billion, a decrease of 32.
2% from the same period in 2019.
The core product Kewei's sales were RMB 1,9677.
3 million, a decrease of 32.
9% from the same period in 2019, accounting for 94.
4% of the total turnover.

The semi-annual report pointed out that the core product Kewei is a prescription drug mainly sold in grade hospitals, and its sales volume has declined due to the impact of the new coronavirus pneumonia epidemic.

3.
Dongyang Sun Pharmaceutical actively enriches its product portfolio

As a major flu species with more than 6 billion yuan, the current application for oseltamivir is still hot, mainly for granules and capsules, as well as new dosage forms such as dry suspensions, sustained-release tablets, and orally disintegrating tablets.

To consolidate the market, Dongyang Sun Pharmaceuticals is also continuously expanding its dosage forms, including sustained-release tablets and dry suspensions.
Prior to this, Dongyang Sunshine Pharmaceuticals applied for the marketing application of 3 types of oseltamivir phosphate dry suspension, and the drug under development also includes oseltamivir phosphate sustained-release tablets, which is still innovating from the dosage form.

In addition, Dongyang Pharmaceutical is also actively developing market through external cooperation.
Previously, Dongyang Pharmaceutical, China Resources Pharmaceutical Commercial Group and Jointown signed a strategic cooperation framework agreement to establish a cooperative relationship and use each other’s channels and terminal networks to carry out product development.
Market Development.

While the sales of oseltamivir in public hospitals are declining due to the epidemic, the sales of urban pharmacies in China have increased due to changes in consumer habits.
It is expected that the growth rate of physical pharmacies in urban pharmacies in 2020 will reach 41%.
.

It may also be partly due to Dongyangyang Pharmaceutical’s active external cooperation and expansion of sales channels.
Meinenet predicts that Dongyang Pharmaceutical may capture more than 95% of oseltamivir in physical pharmacies in Chinese cities in 2020.

It is worth noting that Dongyang Pharmaceutical has been trying to get rid of its absolute dependence on a single product of oseltamivir and actively enrich its product portfolio.

The 2020 semi-annual report shows that Dongyang Pharmaceutical has obtained approval for the marketing of multiple generic drugs, including entecavir tablets, olanzapine orally disintegrating tablets and esomeprazole magnesium enteric-coated capsules.
In addition, its self-developed recombinant human insulin injection has been approved for marketing, marking Dongyang Pharmaceutical's entry into the biological medicine field.

Dongyang Pharmaceutical pointed out that as more products are approved for the market, the therapeutic areas covered by the product line will be further diversified, providing new growth momentum for medium and long-term development.