Diabetes "medicine king" sold 1 billion! Yangtze River, China and the United States East China broke the screen of foreign investment, and 14 exclusive proprietary Chinese medicines were sold hot

Insulin and its analogues remain the most popular subcategory, with sales expected to exceed 3.
6 billion yuan in 2022, with a growth rate of 3.
3%.

Biguanide is expected to have sales of more than 1.
9 billion yuan, with a growth rate of 1.
42%.

After an increase of 81.
09% in GLP-1 receptor agonists last year, it is expected to grow as high as 148.
26% this year, exceeding 1 billion yuan
for the first time.
These three sub-categories with sales of more than 1 billion yuan are expected to have a combined market share of more than 57%
in 2022.

Table 1: 2022E Top 20 products of terminal diabetes drugs, chemicals (including biological drugs) in Chinese urban physical pharmacies

Source: Minai.
com: China's urban physical pharmacy drug terminal competition pattern

In 2022, it is expected that the total sales of TOP20 products will exceed 8.
8 billion yuan, with a total share of 77%, and the market concentration is high
.
The ratio of oral to injection was 11:9, the injection was no longer insulin and its analogues, and 3 GLP-1 receptor agonists successfully broke through
.

Figure 2: Sales of metformin hydrochloride tablets (billion)

Source: Minai.
com: China's urban physical pharmacy drug terminal competition pattern

Metformin is a biguanide diabetes treatment drug, clinically mainly used in obese diabetes patients, its hypoglycemic effect is stable and not easy to appear hypoglycemia, but also can reduce weight, reduce blood lipids, has a certain cardiovascular protective effect, the latest domestic and foreign guidelines will position metformin as a first-line treatment, and can be combined with most oral hypoglycemic drugs and insulin
.

At the terminal of physical pharmacies in China's cities, the sales of metformin hydrochloride tablets have maintained a positive growth trend, defeating acarbose tablets in 2020 to become the top 1 product for diabetes medicine, with sales exceeding 1 billion yuan for the first time in 2021 and expected sales to rise to 1.
058 billion yuan
in 2022.
Metformin hydrochloride tablets are the only chemical products
with more than 1 billion yuan for diabetes medication.

Figure 3: Sales of three GLP-1 receptor agonists in recent years (RMB 100 million)

Source: Minai.
com: China's urban physical pharmacy drug terminal competition pattern

GLP-1 receptor agonists can stimulate the natural secretion of insulin, but also inhibit the secretion of glucagon and protect islet B cells, reduce caloric intake by suppressing appetite, reduce blood sugar levels, and have a certain weight loss effect
.

Semeglutide injection and dulaglutide injection are the new products
on this year's TOP20 list.
Dula glycopeptide injection was approved to enter the domestic market in 2019, and has maintained a triple-digit growth rate every year, and the terminal sales of physical pharmacies in Chinese cities are expected to be 195 million yuan
in 2022.
Semeglutide injection was approved to enter the domestic market in 2021, and the expected sales growth rate in 2022 is 550.
60%, with sales as high as 573 million yuan, the product only needs to be injected subcutaneously once a week, which has weight loss and cardiovascular protection effects while reducing glucose, although the market time is short but extremely popular, and the market potential can be expected
.

Table 2: 2022E Top 20 brands of diabetes drugs, chemical drugs (including biological drugs) in China's urban physical pharmacies

Source: Minai.
com: China's urban physical pharmacy drug terminal competition pattern

In 2022, it is expected that the total sales of TOP20 brands will exceed 7.
3 billion yuan, with a total share of nearly 64%, and the market concentration is still high
.
The ratio of foreign brands to domestic brands is 17:3, with Novo Nordisk's semeglutide injection, Eli Lilly's dulaglutide injection and Boehringer Ingelheim's lintagliptin tablets being new brands this year, while Gan&Lee Pharmaceutical's insulin glargine injection, Yangtze River Nanjing Hailing Pharmaceutical's epastistat tablets and Hangzhou Sino-American Huadong Pharmaceutical's acarbose tablets grabbed three seats
in the fierce competition.

Figure 4: Sales of eppasti tablets of Yangtze River Nanjing Hailing Pharmaceutical (100 million yuan)

Source: Minai.
com: China's urban physical pharmacy drug terminal competition pattern

The indications of epastim tablets are diabetic neuropathy, in recent years, with the awakening of patients' consciousness, early detection and early treatment of diabetic neuropathy can effectively avoid serious complications, and the sales of this class of drugs have grown rapidly
.
At present, only 4 domestic pharmaceutical companies have obtained production approvals for epalstat tablets, and Yangzijiang Nanjing Hailing Pharmaceutical is the leading enterprise
.
At the terminal of physical pharmacies in China's cities, epalstat tablets of Yangtze River Nanjing Hailing Pharmaceutical have maintained a double-digit growth rate, exceeding 100 million yuan in 2020 and expected sales of more than
200 million yuan in 2022.
In terms of market ranking, the brand squeezed into the TOP17 in 2020 and is expected to rank in the TOP13
in 2022.

Baiyun Mountain, Yiling.
.
.
14 exclusive proprietary Chinese medicine screens, new Chinese medicine drugs soared 232%