Children's medicine market is just a superficial view? The latest battle report of 8 major pharmaceutical companies reveals the truth

Wonderful content the second child era has given new opportunities to children's medicine market Both policy support and market orientation are promoting the development of children's medicine At present, the proportion of children's medicine business in the market is different, so it is difficult to judge the real situation of children's medicine market only through the overall operation data of the company Looking through the annual reports of eight popular children's drug manufacturers in the A-share market, it can be seen from the performance in 2016 that the revenue of seven drug companies is positive growth, but the net profit of five drug companies has declined Is winter really so sudden? Next, let's take a closer look at the latest battle reports of the eight pharmaceutical companies and uncover the secret together In 2016, Jichuan pharmaceutical realized an operating revenue of 4.678 billion yuan, an increase of 24.15% over the previous year, and a net profit of 934 million yuan, an increase of 36.06% over the same period It is mainly due to the continuous growth of sales revenue of products such as Pudilan Xiaoyan oral liquid, rabeprazole sodium enteric coated capsule, xiaoerdaiqiaoqingre granules, etc., the initial success of the integration of the pharmaceutical industry of dongke, and the effective control of the growth of the company's sales expense, management expense and financial expense In recent two years, the growth rate of the pediatric business revenue of Jichuan pharmaceutical industry is relatively fast In 2016, the business revenue of this sector has exceeded 671 million yuan, with the growth rate climbing to 35.92% The gross profit rate has slightly declined, still around 86% The growth of the company's operating revenue of paediatric industrial products is mainly due to the growth of the sales revenue of xiaoerbaqiaoqingre granules Xiaoerbaqiqingre granules is the exclusive variety of Jichuan pharmaceutical industry, with medical insurance of class B, which is mainly used for the treatment of children's rheumatic fever and cold According to the data of minenet, in 2013-2015, in the top 20 pattern of pediatric cold medicine brands of Chinese patent medicine 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), Jichuan pharmaceutical's pediatric douqiaoqingre granules ranked first, with a market share of about 30% In 2016, Hansen pharmaceutical realized an operating revenue of 798 million yuan, an increase of 2.22% over the previous year, and a net profit of 85 million yuan, a decrease of 13.40% over the same period The main product of Hansen pharmaceutical is Simotang oral liquid Its main function is to smooth the flow of Qi, reduce adverse reactions, eliminate accumulation and relieve pain It can be used for infantile milk stagnation, anorexia, abdominal distention, abdominal pain, diarrhea or constipation; It can also be used for middle-aged and old people with qi stagnation, food accumulation, fullness of the abdomen, abdominal pain and constipation It can promote the recovery of gastrointestinal function after abdominal operation It also has a good effect in the treatment of jaundice and hyperbilirubinemia, viral enteritis, constipation type irritable bowel syndrome, toxic enteroparalysis, etc According to the annual report data, the product's revenue in 2016 exceeded 400 million yuan, accounting for 50.37% of the company's total revenue According to the data of minenet, in the last three years, in the top 20 pattern of pediatric anorexia medicine brands of Chinese public medical institutions, Simotang oral liquid ranks first with a market share of more than 30%; while in the top 10 products of pediatric anorexia medicine of Chinese urban retail pharmacies in 2015, it ranks second with a market share of 14.83% Hansen pharmaceutical said that it will further optimize the product structure, vigorously promote and sell the main products such as Simotang, tap potential products, and form a product echelon; at the same time, it will increase new product marketing investment, establish a new product model hospital market, build a new marketing system, and achieve new product sales breakthrough Kangzhi pharmaceutical realized an operating revenue of 471 million yuan in 2016, an increase of 15.06% over the same period last year, and a net profit of 460 million yuan, a decrease of 32.32% over the same period last year At present, the company produces and operates more than 30 kinds of children's drugs, including antipyretic series, cold series, anti infection series, expectorant and cough series, anti allergy series, diarrhea and digestion series, vitamins and so on In 2016, the revenue of Kangzhi children's medicine business grew rapidly, with a growth rate of 136.18%, which has exceeded 300 million yuan Among them, children's diarrhea and digestion series are the best-selling series in the company's children's medication, accounting for 35.41% of the operating revenue In 2016, the operating revenue was 167 million yuan, an increase of 1365.45% year on year In 2016, the operating revenue of Jianmin group reached 2.364 billion yuan, up 3.61% year on year, and the net profit was 65 million yuan, down 24.38% year on year In the past two years, the operating revenue of the pediatric business of Jianmin group has remained at about 290 million yuan, accounting for 12% of the company's total revenue in 2016 The main products are Longmu Zhuanggu granules, Xiaoer baotaikang granules, Xiaoer Xuanfei Zhike granules, etc Longmu Zhuanggu Granule is the exclusive product of Jianmin group, which is a best-selling product in the retail market In 2015, the top 10 pediatric supplements in Chinese urban retail pharmacies ranked first with more than 90% market share Paediatric baotaikang granules is another best-selling paediatric drug of the company, ranking eighth in the top 20 brand pattern of Chinese patent medicine paediatric cough and expectorant drugs in public medical institutions of China in 2015 Xiaoer Xuanfei Zhike granule is a national second-class Protected Traditional Chinese medicine Jianmin group said that at present, the development of new drugs is progressing smoothly Pediatric products such as Xiaoer Dijin Zhixie granules and azithromycin slow-release dry suspension have obtained clinical approval documents, among which azithromycin slow-release dry suspension is the first one in China In addition, the research work of Xiaoer benmi granules has also been started Yabao pharmaceutical industry focuses on building children's health brand in the pharmaceutical industry Meanwhile, it has formed a relatively complete product layout in the treatment areas with the largest scale and growth power in the domestic drug market, such as cardio cerebrovascular, digestive system and anti-tumor In 2016, the company achieved an operating revenue of 1.806 billion yuan, down 12.56% compared with the same period last year; its net profit was 22.52 million yuan, down 89.86% compared with the same period last year In 2016, the company's pediatric business revenue was only 261 million yuan, down nearly 60% The company's leading paediatric product is Ding gui'er umbilical patch According to the data in the annual report, the sales volume of the product decreased by more than 52% in 2016   There are many kinds of pediatric products in ybao pharmaceutical company Besides the leading products, the children's diarrhea paste, infantile diarrhea powder, Coix bud and spleen gel and Lacidophilin Tablets are used as the main products, children's Qingyan Antipyretic Oral Liquid, Xiao Er Ke Chuan ling oral liquid, Xiao Er Fei re Ke Chuan granule, children's Amphenol yellow Nalin granule, nutritional supplement medicine and zinc gluconate Take liquid and calcium gluconate oral liquid, etc In 2016, China Resources Shuanghe achieved a main business income of 5.367 billion yuan, a year-on-year increase of 8%, and a net profit of 714 million yuan, a year-on-year increase of 8% The company accelerated the business transformation and increased the proportion of non infusion business income By the end of the reporting period, the proportion of non infusion business income of the company had exceeded 60%, up 7% compared with 2015 In 2016, the growth rate of pediatric medicine of Cr double crane reached 18.59%, and its revenue exceeded 258 million yuan Kelisu, the core product, showed outstanding performance, with a year-on-year growth of 43% in sales revenue Kelisu (bovine lung surfactant for injection) is the exclusive product of China Resources crane According to the data of minenet, kelisu ranked the second in the top 20 of other respiratory system preparation brands in China's public medical structure chemical pattern in 2015, with a market share of 25% left and right in the past three years During the reporting period, the declared paediatric drug varieties include caffeine citrate injection and four kinds of chemicals, which are used to treat the primary apnea of premature newborn Sunflower pharmaceutical sunflower pharmaceutical products are mainly distributed in six product groups: Children's medicine, digestive system medicine, respiratory and cold medicine, gynecology medicine, rheumatism and osteopathy medicine and cardio cerebrovascular medicine In 2016, the company achieved an operating revenue of 3.364 billion yuan, a year-on-year increase of 10.83%, and a net profit of 303 million yuan, a year-on-year decrease of 1.17% Xiaoer Feire Kechuan oral liquid is the single product sold by sunflower pharmaceutical industry, which is also the key product of the enterprise Sunflower pharmaceutical said that in 2017, Xiaoer Feire Kechuan oral liquid, Xiaoer chaigui antipyretic granules and qihuzha granules, a special drug for children's strengthening, will become the "Golden Triangle" of the company's children's medicine, and will gradually become the heavyweight variety in the field of Xiaokui Huaer children's medicine At present, there are five drugs in sunflower pharmaceutical industry: Xiaoer Haoqin Kanggan granules, which are six kinds of new drugs of traditional Chinese medicine, used for the treatment of children's exogenous wind heat cold Now, the preliminary preparations for clinical trials are carried out Jinchai children's pneumonia granules, 6 kinds of traditional Chinese medicine, are used for children's fever, cough, shortness of breath, dyspnea, dysphoria, expectoration and other diseases caused by six exogenous factors, pestilence and toxin invasion, heat and toxin accumulation in the lung, qi stagnation and phlegm stagnation, and adverse publicity and elimination; The preparatory work for clinical trial is now carried out for children with pneumonia, bronchitis, upper respiratory tract infection and other diseases caused by virus infection or mixed infection of virus and bacteria Children's vitamin D calcium chewable tablet, a chemical drug of 6 categories, is used for children's calcium supplement, currently in the CFDA professional review D3 granule of calcium carbonate for children is a new chemical medicine of 6 categories, which is used for children's calcium supplement It is currently in the CFDA professional review Ibuprofen oral solution, a new chemical of 6 categories, is used for fever caused by children's common cold or influenza, and also for relieving children's mild to moderate pain It is currently in the CFDA professional review Shanda Huate pharmaceutical business is mainly operated by its subsidiary, dyne pharmaceutical In 2016, the operating revenue of pharmaceutical products was 880 million yuan, a year-on-year increase of 27.01%, accounting for 57% of the company's total revenue and 87.17% of its gross profit margin The products of dyne pharmaceutical mainly involve children's medicine, food and supplies, among which children's medicine includes Vitamin AD drops, compound calcium carbonate effervescent granules, liquorice zinc granules, azithromycin granules, rifaximin dry suspension, dimercaptosuccinic acid capsules, etc It is reported that at present, all the projects of dyne pharmaceutical entering the drug registration process are children's drug varieties: clinical trials of domperidone suspension have been carried out, and the be research has been completed in 2016 During the reporting period, the clinical trial approval documents of clonidine sustained-release tablets, desloratadine oral solution, tibetanem ester and granules were newly obtained, and the notice of supplement for two products of pidomode oral solution and montmorillonite powder was obtained In addition, there are 5 R & D projects in the queue review, including dextran iron granules, levocetirizine hydrochloride oral drops, desloratadine, calcium carbonate D3 chewable tablets (II), vitamin D drops Thanks to the priority review, the R & D layout of enterprises has been strengthened Six of the eight children's pharmaceutical enterprises have announced the revenue situation of children's pharmaceutical sector: Jichuan pharmaceutical rose by 35.92%, Hansen pharmaceutical rose by 1.06%, Kangzhi pharmaceutical rose by 136.18%, Jianmin group rose by 0.51%, and China Resources Shuanghe rose by 18.59% The general trend is still rising Yabao pharmaceutical industry dropped 59.54% due to the company's initiative in marketing channel reform, which was affected by the factors of controlling goods in marketing channel reform In terms of R & D, Jianmin group, China Resources Shuanghe, sunflower pharmaceutical, as well as the subsidiary of sunflower, dyne pharmaceutical, all have multiple approval processes for products under research at different stages On the one hand, it benefits from the support of the priority review policy, on the other hand, it shows that enterprises are optimistic about children's drugs