60 billion anti-tumor drugs market, the first imitation of "Xinwei" is expected to further rush

Recently, CFDA food and drug audit and Inspection Center released the work trend, saying that the first batch of generic drug conformity assessment varieties had been started due to on-site inspection on November 23 Some securities companies have made relevant predictions, and the first batch of on-site inspection involves 13 varieties of about 9 pharmaceutical companies in 6 provinces Among them, imatinib mesylate from Haosen, Jiangsu Province is a popular variety, and it is expected to obtain the first batch of consistency evaluation! Imatinib belongs to the protease inhibitors of cancer drugs What is the market situation of imatinib? And listen to the author together   none="shifuMouseDownStyle('shifu_bus_002')" style="margin: 1em auto; padding: 0px; max-width: 100%; color: rgb(62, 62, 62); font-family: "Hiragino Sans GB", "Microsoft YaHei", Arial, sans-serif; font-size: 16px; line-height: 25.6px; widows: 1; border-style: none none solid; text-align: center; border-bottom-width: 1px; border-bottom-color: rgb(0, 0, 0); box-sizing: border-box !im portant; word-wrap: break-word !im portant; The incidence rate of cancer is increasing, and is expected to replace cardiovascular diseases as the world's leading cause of death In this context, the world anti-cancer drug market is growing rapidly In a few years, the sales volume of the global anti-cancer drug market has doubled, greatly exceeding the growth of other drugs According to the data of minenet, anti-tumor chemicals are divided into 9 categories: anti metabolism drugs, plant alkaloids and other natural drugs, monoclonal antibodies, protein kinase inhibitors, platinum compounds, cytotoxin antibiotics and related substances, alkylating agents, antidotes for anti-tumor treatment and other anti-tumor drugs Among them, monoclonal antibodies and protein kinase inhibitors are tumor targeted drugs, and they are also two kinds of anti-tumor drugs with strong development momentum Table 1: Sales of antineoplastics in public medical institutions of China in 2016 Data source: intelligent version of minenet advanced database (the same below) It is worth mentioning that at present, the vast majority of protease inhibitors are TiNi antineoplastics According to the data of mienei.com, in 2016, the market scale of anti-tumor drugs in China's public medical institutions terminals (including urban public hospitals, county-level public hospitals, urban community centers, township hospitals) reached 57.31 billion yuan (the domestic market scale has exceeded 60 billion yuan) Among them, the sales of protease inhibitors reached 6.63 billion yuan, an increase of 15.59% year on year, ranking fourth in the pattern of anti-tumor chemicals, with a market share of 11.57%   none="shifuMouseDownStyle('shifu_bus_002')" style="margin: 1em auto; padding: 0px; max-width: 100%; color: rgb(62, 62, 62); font-family: "Hiragino Sans GB", "Microsoft YaHei", Arial, sans-serif; font-size: 16px; line-height: 25.6px; widows: 1; border-style: none none solid; text-align: center; border-bottom-width: 1px; Border bottom color: rgb (0, 0, 0); box sizing: border box! 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Im portant; "> imatinib: TiNi no.1-tini, or tyrosine kinase inhibitors (PTKs), is a small protein kinase inhibitor, which has the function of blocking one or more protein kinases At present, most of the varieties are antineoplastic drugs Table 2: imatinib, the top 10 protein kinase inhibitor in China's public medical institutions, originally manufactured by Novartis, entered the Chinese market in 2002, with indications of chronic myeloid leukemia and malignant gastrointestinal stromal tumor Because of its wide anti-cancer spectrum, high targeting, significant curative effect, small adverse reactions and many other clinical advantages, the whole TiNi drugs have gradually become the first-line drugs in the treatment of various tumors According to the data of minenet, imatinib was the largest protease inhibitor in the market in 2016, with sales of 1.92 billion yuan, up 9.17% year-on-year and market share of 28.92% In addition, in 2016, the sales scale of imatinib reached 1.06 billion yuan in China's urban retail drugstore terminals, from which it is estimated that the total domestic market of imatinib reached about 3 billion yuan   none="shifuMouseDownStyle('shifu_bus_002')" style="margin: 1em auto; padding: 0px; max-width: 100%; color: rgb(62, 62, 62); font-family: "Hiragino Sans GB", "Microsoft YaHei", Arial, sans-serif; font-size: 16px; line-height: 25.6px; widows: 1; border-style: none none solid; text-align: center; border-bottom-width: 1px; Border bottom color: rgb (0, 0, 0); box sizing: border box! 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Im portant; "> the first imitation of domestic imatinib: Jiangsu Haosen Xinwei in April 2013, the patent protection of the original research drug imatinib in China expired, and then imatinib began to seize the market in China Jiangsu Haosen took the lead in the research and development of imatinib mesylate tablet, which was listed in 2013 with the trade name of Xinwei; Zhengda Tianqing pharmaceutical group followed closely with imatinib mesylate capsule, which was listed in 2014 with the trade name of genico; imatinib mesylate tablet of Shiyao group was also listed in 2015 with the trade name of nolinin Figure 1: brand pattern of imatinib mesylate in public medical institutions of China in 2016 According to the data of minenet, imatinib market in public medical institutions of China was divided by four enterprises in 2016 Among them, Novartis's Gleevec (sales volume of RMB 1.54 billion) has the highest market share of 80.29%, Jiangsu Haosen's Xinwei (sales volume of RMB 210 million) has a market share of 10.97%, Zhengda Tianqing's genico (sales volume of RMB 160 million) has a market share of 8.53%, and Ouyi's nolinin has a market share of 0.21% Figure 2: 2013-2016 sales of imatinib mesylate in Haosen, Jiangsu Province (unit: 10000 yuan) Since its listing in 2013, imatinib mesylate in Haosen, Jiangsu Province has witnessed rapid growth and huge market potential in the future If imatinib mesylate of Haosen in Jiangsu Province can pass the consistency evaluation of generic drugs successfully, it will further narrow the market gap with the original manufacturers   none="shifuMouseDownStyle('shifu_bus_002')" style="margin: 1em auto; padding: 0px; max-width: 100%; color: rgb(62, 62, 62); font-family: "Hiragino Sans GB", "Microsoft YaHei", Arial, sans-serif; font-size: 16px; line-height: 25.6px; widows: 1; border-style: none none solid; text-align: center; border-bottom-width: 1px; border-bottom-color: rgb(0, 0, 0); box-sizing: border-box !im portant; word-wrap: break-word !im portant; "> Jiangsu Haosen: holding 12 over 100 million varieties Table 4: Sales of main varieties of Jiangsu Haosen, a public medical institution in China in 2016 (unit: 10000 yuan) Founded in 1995, Jiangsu Haosen Pharmaceutical Co., Ltd has developed into an innovative pharmaceutical group integrating chemical and biological drug research, pharmaceutical intermediates, API synthesis, preparation manufacturing and product sales It is mainly engaged in the research, development, production and sales of five categories of drugs, including antibiotics, antitumor drugs, gastrointestinal drugs, endocrinic drugs and psychiatric drugs It is the most innovative medicine in China One of the pharmaceutical enterprises According to the data of minenet, in 2016, there were 12 over 100 million varieties in China's public medical institutions, including imatinib mesylate and olanzapine, which are expected to enter the first batch of on-site inspection Olanzapine, a kind of psychostatic, is mainly used to treat schizophrenia and other psychosis with serious positive symptoms (such as delusion and hallucination) It is also the pillar product of Jiangsu Haosen pharmaceutical industry In 2016, the sales scale of public medical institutions in China exceeded 2 billion yuan Source: minenet database, Shenwan Hongyuan Duzhou pharmaceutical team