On November 13, the "Chinese Clinical Practice Guidelines for Hypertension" was released, which mentioned the downward adjustment of the diagnostic criteria for hypertension in China, and recommended that the diagnostic threshold of adult hypertension be lowered from 140/90mmHg to 130/80mmHg
.
The adjustment of the diagnostic criteria will help greatly reduce the risk of cardiovascular and cerebrovascular diseases in China, and will also increase a group of "prehypertension" patients
.
China's hypertension diagnostic standards have been lowered, will the antihypertensive drug market be affected? (Image source: Pharma Network)
At present, there is no complete cure for hypertension, and general patients need to take drugs for a long time to control
blood pressure in time after diagnosis.
In this regard, many netizens believe that after the reduction of China's hypertension diagnostic standards, the number of patients will increase, and the antihypertensive drug market will also usher in growth space
.
So, is that really the case?
It is reported that the initiator of the new "Guidelines" told the media, "More than 200 million new patients do not necessarily have to receive drug treatment, hypertension is more of a lifestyle disease, the main treatment methods are drug treatment and non-drug treatment, drug treatment is to take antihypertensive drugs, to regulate blood pressure to normal values; Nonpharmacological treatments refer to lifestyle interventions
.
”
Another industry predicts that the number of hypertension patients in China will exceed 600 million, although the drug population will expand, but the number of patients who need medication will not exceed 30%, and most of them can control blood pressure to an ideal state
by actively adjusting their lifestyle.
In fact, the Guidelines do not release a signal favorable to decompression drugs, but only recommend: patients with blood pressure ≥ 140/90 mmHg immediately start drug treatment; Patients with blood pressure ≥ 130/80 mmHg with clinical comorbidities or target organ damage or ≥ 3 risk factors should also be started on drug therapy; Patients with blood pressure ≥ 140/90 mmHg are recommended as initial therapy, with a single combination (ACEI/ARB+CCB or ACEI/ARB+ diuretic) preferred
.
It can be seen that although the number of hypertensive patients will increase in the future, the growth space of the antihypertensive drug market is relatively limited, and the preferred drugs recommended by the Guidelines such as single-tablet compound preparations may usher in some growth potential
.
In addition, at present, the competition in the domestic antihypertensive drug market has been very fierce, and the number of layout manufacturers is large
.
And under the normalization of centralized procurement of drugs, the price of antihypertensive drugs has greatly decreased, and has entered the "angular era", such as the commonly used antihypertensive drug valsartan only needs a dime a piece after centralized procurement, and amlodipine tablets are as low as 7 cents per tablet
.
In addition, in the seventh batch of national procurement, the commonly used antihypertensive drug nifedipine controlled-release tablets also decreased from 3.
5 yuan per tablet to 0.
5 yuan, a decrease of 86%, and the sustained release tablets decreased from 0.
54 yuan to 0.
042 yuan per tablet, a decrease of 92%.
Therefore, from this point of view, the industry also believes that after the expansion of the hypertension drug population, the impact on the future domestic antihypertensive drug market will not be very large, "including compound antihypertensive drugs, such recommended antihypertensive drugs have good antihypertensive effect, convenient medication, high safety, but the price is also more expensive, the probability of being included in the centralized procurement is very large, several rounds of centralized procurement have been carried out, there have been a variety of compound antihypertensive drugs incorporated, such as valsartan amlodipine, valsartan hydrochlorothiazide, etc
.
”
According to data from Minai.
com, the sales scale of terminal cardiovascular and cerebrovascular system drugs in China's public medical institutions has exceeded 100 billion yuan in 2021, with a year-on-year increase of 6.
24%
in the first half of 2022.
Among them, the market share of hypertension drugs accounts for most of the total, which has exceeded 50 billion yuan
.
Under the Red Sea, coupled with centralized procurement and price reduction, where should antihypertensive drug companies go in the future? Some analysts believe that the research and development of hypertension drugs must meet the real clinical needs of patients and achieve a gentle and long-lasting anti-blood pressure effect, "Antihypertensive drugs have undergone several rounds of iteration and are currently developing
in the direction of renin inhibitors, endothelin receptor blockers, etc.
" ”
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