Annual sales of 2 billion is not enough! Tonghua Dongbao's territory of lowering blood sugar wants to add many powerful generals

On November 9, Tonghua Dongbao announced that the clinical trial application for the recombinant insulin raw material and injection developed by the company has been accepted On November 16, the company received the notice of acceptance of drug registration application for raw materials and injection of lilalutide It is reported that the above two products are the world's heavyweight new drugs for the treatment of diabetes, with an annual sales volume of nearly US $3 billion Tonghua Dongbao is a competitive enterprise in China's diabetes drug market The total sales volume of recombinant human insulin series products is nearly 2 billion yuan Can these heavy new products become a magic weapon for Tonghua Dongbao to expand its diabetes drug market in the future, 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 global sales of lieproline is nearly US $3 billion, and there is only one copy in China Figure 1: the global market sales of lieproline of Lilly company (unit: US $1 million) (data source: performance database of MNE) It is reported that recombinant insulin is a new type of insulin analogue, which has quick effect, shorter duration of action, and more in line with the insulin secretion curve during a physiological meal Its preparation, recombinant insulin injection, protamine zinc recombinant insulin mixture injection (25R) and protamine zinc recombinant insulin mixture injection (50R), can better control blood sugar and reduce low blood sugar The occurrence of blood sugar According to the data, the original manufacturer of recombined insulin is Lilly company of the United States The product of recombined insulin injection of the company is Humalog, which was approved by FDA in April 1996 and listed in China in 2005 The product of recombined zinc and Protamine Insulin Injection (25R) of the company is Humalog mix 25, which was approved by FDA in December 1999 It was approved by FDA for diabetes treatment in December 1999 and listed in China in 2008 According to the data of mienei.com, in the last three years, the sales volume of Lilly's lipro insulin in the global market has exceeded US $2 billion, and there is a slow rising trend In 2016, the global sales volume was US $2.769 billion, closer to the US $3 billion threshold Figure 2: Sales of insulin-related products of China's public medical institutions in 2016 (unit: 10000 yuan) (data source: minernet China public medical institutions terminal competition pattern database) At present, in addition to Lilly's lispro insulin injection, arginine zinc recombined lispro insulin mixed injection (25R) and arginine zinc recombined lispro insulin mixed injection (50R) in the domestic market, only Ganli pharmaceutical industry has obtained the production approval documents of recombined lispro insulin injection and arginine zinc recombined lispro insulin mixed injection (25R) In 2016, it was in China's urban public hospitals The total sales volume of insulin-related products in the terminal chemical drug market of county-level public hospitals, urban communities and township health centers (referred to as China's public medical institutions) exceeds 1.3 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 !im portant; word-wrap: break-word !im portant; "> the global sales of lilalutide has exceeded US $3 billion, and there is no domestic imitation of it Figure 3: global sales of lilalutide (diabetes) of Novo Nordisk company (unit: US $1 million) (data source: performance database of MNE, unit: US $1 million at real-time exchange rate) It is reported that lilalutide is a human glucagon like peptide-1 (GLP-1) analogue used to treat diabetes GLP-1 has a variety of physiological functions, including promoting insulin secretion dependent on blood glucose, protecting islet β cells, delaying gastric emptying and reducing appetite It is a new target of diabetes treatment in recent years The half-life of natural GLP-1 is too short, so prolonging the half-life is the main technological innovation point of the development of GLP-1 receptor agonists Lilalutide is an amidated GLP-1 receptor agonist, which not only reduces blood glucose level, but also avoids the risk of hypoglycemia Lilaluptide also has obvious weight loss effect At present, lilaluptide (trade name: saxenda) is also on the market The original research manufacturers of lilaluptide are Denmark and Nord, which were listed in the European Union in July 2009, in the United States in 2010 and in China in 2011 According to the data of minenet, in the last three years, the sales volume of lilalutide (diabetes) of Novo Nordisk company in the global market has a rapid growth trend, and the sales volume in 2016 has exceeded $3.1 billion Figure 4: Sales of lilalutide of Novo Nordisk in China's public medical institutions from 2013 to 2016 (unit: 10000 yuan) (data source: China's public medical institutions terminal competition pattern database of minenet) At present, no domestic manufacturer has been approved to produce relevant products except lilalutide injection imported by Novo Nordisk In recent four years, the sales volume of Novo Nordisk's lilalutide injection in the terminals of public medical institutions in China has been rising rapidly, and the sales volume in 2016 has declined, but it still remains at about 200 million yuan   none="shifuMouseDownStyle('shifu_bus_002')" style="margin: 1em auto; 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Im portant; "> Top 6 enterprises in diabetes drug market, Tonghua Dongbao wants to expand its territory again Figure 5: Top 20 pattern of end-user chemical diabetes drug manufacturers in China's public medical institutions in 2016 (data source: minenet China public medical institutions terminal competition pattern database) According to the data, Tonghua Dongbao Pharmaceutical Co., Ltd has ranked sixth in the top 20 end chemical diabetes drug manufacturers in China's public medical institutions in recent two years, with a market share of about 4% Table 1: Sales of recombinant human insulin series products of Tonghua Dongbao Pharmaceutical Co., Ltd in three terminals in 2016 (unit: 10000 yuan) (data source: minenet database) In 2016, the total sales of recombinant human insulin series products of Tonghua Dongbao Pharmaceutical Co., Ltd in the terminals of public medical institutions and retail pharmacies in cities of China were close to 2 billion yuan Among them, Tonghua Dongbao's flagship product 30 / 70 mixed recombinant human insulin injection ranked eighth in the top 20 of the end-user chemical drugs for diabetes in public medical institutions in 2016, and eleventh in the top 20 of the end-user chemical drugs for diabetes in urban retail pharmacies in China Table 2: details of newly approved clinical or manufactured diabetes drugs of Tonghua Dongbao in 2017 (source: announcement of listed company, statistics as of November 24, 2017) In recent years, Tonghua Dongbao has been committed to the research and development of products in the field of diabetes treatment, and constantly improving the market competitiveness As of November 24, this year, the company has approved one product for production and four products for clinical use These products have made great achievements in the international market Among them, insulin glargine, insulin dieteria and insulin lysoprotein are insulin analogues, lilalutide is an agonist and tragliptin succinate is a chemical oral antidiabetic drug The company said that the comprehensive promotion of the research and development of insulin analogues, as well as the development of a variety of chemical oral hypoglycemic drugs, will greatly enrich the company's product line and further consolidate the leading position of Tonghua Dongbao in the insulin production enterprises Source: public announcement of listed companies, Internet Database