86 protected varieties of traditional Chinese medicine have captured the market of 17 billion!

Recently, a number of exclusive products such as Jichuan Pharmaceutical and Shandong New Era Pharmaceutical have submitted applications for the protection of Chinese medicines, which once again aroused the market's attention to the protection of Chinese medicines
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According to data from Minet.
com, there are 86 protected varieties of traditional Chinese medicines in the protection period so far (statistics based on product name + company name)
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In recent years, the national level has strongly supported the development of traditional Chinese medicine.
More and more products are actively applying for the protection of traditional Chinese medicine.
The replacement of old and new is more frequent.
What is the current situation? We will analyze it in detail next
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New products have been added to the two categories of pediatrics and respiratory, and 800 million products have entered the market as soon as possible.
From 2022 to now, the NMPA official website has released two announcements on the protection of traditional Chinese medicines: On January 18, the Heilongjiang Zhenbaodao Pharmaceutical's Pediatric Resuqing Syrup was approved as the first The second-level protection of traditional Chinese medicine.
On April 1, Tianchang Yifan Pharmaceutical's Compound Yinhua Jiedu Granules was approved as the first second-level protection of traditional Chinese medicine
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According to data from Minet.
com, Pediatric Resuqing Syrup is a pediatric drug, and two companies have obtained approval.
Compound Yinhua Jiedu Granules are used for respiratory diseases, and only one company has obtained approval
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Table 1: Chinese patent medicine preparations that have submitted initial insurance applications since 2021 Source: NMPA official website Note: # is non-exclusive product data.
Statistics show that a total of 18 Chinese patent medicine preparations have submitted initial insurance applications since 2021.
At present, Compound Yinhua Jiedu Granules have been Approved, the remaining 17 products are exclusive products except for children's rhinitis tablets
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The 17 proprietary Chinese medicines are distributed in 8 categories, of which drugs for digestive system diseases, cardiovascular and cerebrovascular diseases, and drugs for musculoskeletal diseases are still the most popular categories, with 4, 3, and 3 products respectively
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Pudilan Anti-inflammatory Oral Liquid, Xiaoer Suqiao Qingre Granules, Yindan Xinnaotong Soft Capsules, Xianling Gubao Capsules, Shugan Jieyu Capsules, Sanqi Tongshu Capsules, Dalitong Granules, Henggu Bone Injury Healing Agent, etc.
8 exclusive products, with total sales of more than 100 million yuan in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) terminals and China's urban physical pharmacy terminals in 2020, belonging to the market Bestsellers on
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Figure 1: The sales of three major varieties of over 1 billion yuan in 2020 (unit: 10,000 yuan) Source: Minet database Jichuan Pharmaceutical Group's exclusive product Pudilan Anti-inflammatory Oral Liquid is a drug market of over 2 billion yuan for respiratory diseases Large varieties, with the gradual withdrawal of provincial medical insurance supplements, the sales of this product in public medical institutions have been affected to a certain extent, but the current situation of this product in the retail market has gradually recovered.
Lan Xiaoyan Oral Liquid is expected to grow at 2.
42% in physical pharmacy terminals in urban China
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The company's other exclusive product, Xiao'er Soy Qiao Qingre Granules, is a category B product of the 2021 National Medical Insurance Catalogue.
In the first half of 2021, the sales growth rate of terminal sales in China's public medical institutions will reach 24%, while the sales of terminal sales in physical pharmacies in Chinese cities are expected to increase throughout the year.
The growth rate is more than 36%
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As a leading product in the pediatric drug market, the brand strength of Xiaoer Soy Qiao Qingre Granules is constantly improving
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Yindan Xinnaotong Soft Capsule, the exclusive product of Guizhou Bailing Enterprise Group Pharmaceuticals, is a drug for cardiovascular and cerebrovascular diseases.
It is a category B variety of the 2021 National Medical Insurance Catalogue.
RMB 100 million, rising to RMB 1.
16 billion in 2020.
In the first half of 2021, the growth rate of terminals in public medical institutions in China is 10.
13%.
It is expected that the growth rate of terminals in physical pharmacies in Chinese cities will reach 14.
07% in the whole year.
The market potential can be expected
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In recent years, national policies support and encourage the development of traditional Chinese medicine, and the regulations on protected varieties of traditional Chinese medicine formulated to improve the quality of traditional Chinese medicine varieties, protect the legitimate rights and interests of traditional Chinese medicine manufacturers, and promote the development of traditional Chinese medicine business have also received more and more attention and support from enterprises.

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Judging from the current situation, more and more best-selling products are actively filing applications to join the ranks of protected varieties of traditional Chinese medicines and become "Chinese medicine business cards", further improving the level of traditional Chinese medicine in my country
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86 "under protection" varieties cover a market of 17 billion yuan, with the most exclusive cardiovascular and cerebrovascular products Figure 2: Distribution of 86 protected traditional Chinese medicine varieties within the protection period Up to now, there are a total of 86 protected traditional Chinese medicine varieties within the protection period , distributed in 12 categories, basically covering the entire Chinese patent medicine market.
In 2020, the total market size of Chinese public medical institutions and Chinese urban physical pharmacy terminals will exceed 17 billion yuan
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Exclusive products account for more than 80%: 72 exclusive products are mostly concentrated in cardiovascular and cerebrovascular diseases, accounting for 16, followed by musculoskeletal diseases accounting for 10, digestive system diseases accounting for 9, respiratory diseases, urinary 8 medicines for systemic diseases, 7 medicines for paediatrics, 6 medicines for gynecology, 3 medicines for ENT, 2 medicines for qi and blood, dermatology medicines, nervous system disease medicines, and tumor disease medicines each.
1
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Table 2: The first-level protected varieties during the protection period, Zhangzhou Pien Tze Huang Pharmaceutical's exclusive products Pien Tze Huang, Yunnan Baiyao Group's exclusive products Yunnan Baiyao and Yunnan Baiyao Capsules are the first-level protected varieties, and the remaining 69 exclusive second-level protected varieties include 42 were protected for the first time
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According to relevant regulations, the second-level protected varieties can be extended for seven years after the expiration of the protection period, and these products will be the core products in the queue of TCM protected varieties for a period of time in the future
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From the perspective of enterprises, Chongqing Xi'an Pharmaceutical has 3, Guangzhou Poinsettia Pharmaceutical, Shanghai Huanghai Pharmaceutical, and Shenwei Pharmaceutical Group each have 2
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23 medical terminal products sold over 100 million yuan in half a year, and the two major products of Zhenbaodao showed their power.
Statistics show that there are 23 protected traditional Chinese medicine varieties in the protection period.
In the first half of 2021, the terminal sales of Chinese public medical institutions exceeded 100 million yuan, of which 17 for an exclusive product
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Among the 6 non-exclusive products, Xuesaitong (freeze-dried) for injection by Harbin Zhenbao Pharmaceutical (a subsidiary of Zhenbao Island) is a Grade 2 protected product.
The sales of this product in the terminals of public medical institutions in China in the first half of 2021 exceeded 900 million yuan.
, with a growth rate of 38.
65%
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From the perspective of channel structure, this product occupies the largest proportion in county-level public hospitals, while the share of urban community centers continues to grow, which shows that the product is actively sinking into the market
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Jiangxi Puzheng Pharmaceutical's safflower Xiaoyao tablets and Shanxi Deyuantang Pharmaceutical's safflower yellow for injection also recorded double-digit growth in the first half of 2021, with sales of 200 million yuan and 350 million yuan respectively
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Table 3: In the first half of 2021, the exclusive Chinese medicine protection variety with sales of over 100 million yuan in Chinese public medical institutions is Harbin Zhenbao Pharmaceutical's exclusive product Xueshuantong capsule, which has grown rapidly in recent years.
% growth rate, sales exceeded 100 million yuan for the first time, and there is still a 50.
38% growth in the first half of 2021.
This product has become another potential product of Zhenbao Island in the cardiovascular and cerebrovascular disease drug market, helping the company to accelerate its market ranking
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In addition, Shandong Kampo Pharmaceutical’s exclusive product, Compound Huangbai Liquid Coating, has promising potential.
This product is the only protected Chinese medicine product in the protection period for dermatology drugs.
In 2018, the sales volume in China’s public medical institutions exceeded 300 million for the first time.
Yuan, and then maintained steady growth, with a growth rate of more than 76% in the first half of 2021
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The retail market of Pien Tze Huang has hit the 1 billion mark, and this patch continues to rise.
Table 4: 2021E in China's urban physical pharmacies terminal sales of exclusive Chinese medicine protection varieties exceeding 100 million yuan are expected to exceed 100 million yuan in sales in China's urban physical pharmacies in 2021 And the number of protected traditional Chinese medicine varieties still in the protection period is not many, but the advantage is that "the essence is not expensive", 7 products are exclusive, and 2 of them have maintained steady growth in recent years
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Figure 3: Sales of Pien Tze Huang in physical pharmacy terminals in cities in China in recent years (unit: RMB 10,000) Pien Tze Huang is a supplementary category of 3 provinces.
Although there is a risk of being revoked by medical insurance, the main battlefield of this product is in retail terminals.
Therefore, the degree of impact is not high
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In recent years, the sales scale of Pien Tze Huang in physical pharmacy terminals in cities in China has continued to rise.
In 2021, the sales are expected to be close to 960 million yuan.
If this trend is maintained, it will be able to break through the 1 billion yuan mark in 2022
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The company said that it is continuing to strengthen the secondary development of Pien Tze Huang.
Currently, Phase II clinical trials for unresectable primary liver cancer indications are in progress, and clinical studies such as the treatment of chronic hepatitis B fibrosis are also being actively promoted.

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With the gradual expansion of the product indications, the market space is expected to further expand
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Figure 4: Sales of Tongluo Qutong Ointment in China's urban physical pharmacy terminals in recent years (unit: 10,000 yuan) Tongluo Qutong Ointment is an exclusive product of Henan Lingrui Pharmaceutical, and it is also a TOP5 brand of Chinese urban physical pharmacy terminal patches
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In recent years, the company has accelerated the increase in the coverage of this product in chain pharmacies, and further increased the sales scale of the product through combined sales and other models
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In 2020, Tongluo Qutong ointment exceeded the 200 million yuan mark in physical pharmacy terminals in Chinese cities, and is expected to increase by 3.
79% in 2021
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Conclusion China's regulations on the protection of traditional Chinese medicine varieties have been implemented since 1993, and have played a very important role in improving the quality of traditional Chinese medicine varieties, protecting the legitimate rights and interests of traditional Chinese medicine manufacturers, and promoting the development of traditional Chinese medicine
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In recent years, the state has continuously improved the quality requirements of traditional Chinese medicines, and the evaluation has become more and more strict, and as more and more products have expired, the overall number of protected varieties of traditional Chinese medicines has shown a downward trend
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The good news is that in recent years, more and more enterprises have continuously improved their product protection awareness and are willing to actively submit protection applications, including some large varieties and exclusive products that have already been listed
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With the joint efforts of everyone, the protected varieties of traditional Chinese medicine will become an important business card in the development of traditional Chinese medicine in China
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Source: NMPA official website, Minet database Note: Minet China's urban physical pharmacy terminal competition pattern database is an enlarged version of physical pharmacies covering 297 cities and above cities across the country (excluding county and rural physical pharmacies), and continuous monitoring of all categories.
A database of urban brick-and-mortar pharmacies
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The above sales are calculated based on the average retail price of the product in the terminal
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The statistics are as of April 15, if there are any omissions, please correct me!