Analysis of global AIDS situation and competition pattern in 2019

On October 25, 2019, Deng Hongkui research group of the joint center of life sciences of Peking University Tsinghua University, Chen Hu research group of the fifth medical center of the General Hospital of the PLA and Wu Hao research group of Beijing You'an Hospital Affiliated to the Capital Medical University, published in the New England Journal of medicine Medicine) published a research paper entitled "CRISPR edited stem cells in a patient with HIV and acute lymphocytic leukemia" which is the first case in the world to treat AIDS and leukemia patients with gene edited stem cells This study has opened a new window for the treatment of AIDS patients This paper will introduce the current situation and competition pattern of global AIDS treatment according to the existing anti HIV methods in the market and the latest research results The spread of HIV infection in the world has become a major global public health problem HIV is an infectious retrovirus, which can infect human immune cells and cause the decrease of immune cell level It mainly attacks the most important CD4T lymphocytes in the human immune system, making the human body easy to infect a variety of diseases, and can produce malignant tumors, with a high mortality Figure 1 Schematic diagram of HIV infection period At present, there is still a lack of effective cure for AIDS in the world, which can not be eradicated and needs lifelong treatment The current treatment goal is to inhibit virus replication in patients to the maximum extent and for a long time In clinic, HAART (cocktail therapy) is often used in combination therapy of multiple antiviral drugs Each drug has different mechanism of action or different links in the HIV replication cycle, so as to avoid the drug resistance produced by a single drug Table 1 action mechanism of some anti HIV drugs According to UNAIDS data, the number of people living with HIV and AIDS (HIV / AIDS) worldwide increased from 34.3 million at the end of 2013 to 37.9 million at the end of 2018, and the number of people living with HIV is still increasing year by year According to the data of China's CDC, the number of HIV / AIDS cases in China increased from 809000 at the end of 2013 to 1.25 million at the end of 2018, with the annual compound growth rate higher than the global level Figure 2 number of HIV / AIDS cases in the world and China from 2013 to 2018 Data source: UNAIDS, China CDC 1 Global market situation It is reported that the global market for anti HIV drugs has increased from US $22.9 billion in 2013 to US $34 billion in 2018, with an annual compound growth rate of over 8% It is estimated that the global market for anti HIV drugs will exceed US $45 billion in 2023 Figure 3 global market size of anti HIV drugs in 2013-2018 2 China's market It is reported that the market of anti HIV drugs in China has increased from 800 million yuan in 2013 to 2 billion yuan in 2018, with an annual compound growth rate of 21% It is estimated that the market of anti HIV drugs in China is expected to exceed 5 billion yuan in 2023 At present, China's anti HIV drug market is dominated by national free drugs (accounting for over 70%), and national free drugs include 8 of 20 HIV drugs, which are difficult to fully meet the needs of patients in the aspects of combination, interaction and patient specificity At that time, with the emergence of new drugs, the growth of residents' income and the expansion of the scope of medical insurance, the market of self financed anti HIV drugs will usher in rapid development Figure 4 market scale of anti HIV drugs in China from 2013 to 2018 5、 Analysis on the competition pattern of AIDS industry at home and abroad 1 Global anti HIV drug market The global anti HIV drug market has formed an oligopoly pattern with high concentration, among which Gilead company takes the leading position with a number of oral drugs, as shown in Figure 5 Figure 5 proportion of top 5 anti HIV drugs in global market in 2018 2 Anti HIV drug market in China China's market is quite different from the global market, mainly dominated by imported drugs and domestic generic drugs At the same time, the mainstream anti AIDS drugs are long-standing drugs on the market abroad Figure 6 proportion of top 5 anti HIV drugs in China's market in 2018 In 2017-2018, China has approved four new anti HIV drugs, among which ibovetam (trade name "aikoning") is the first original new drug for AIDS treatment in China and the first long-term HIV fusion inhibitor in the world, filling the gap of innovative anti HIV drugs in China Figure 7 policies and regulations on HIV prevention and control in recent years