Domestic exclusive varieties enter the harvest period: a closer look at the market growth of 5 representative products of Beida, Hengrui, etc

The recently released 2017 version of the national medical insurance catalogue has 339 new varieties compared with the 2009 version of the catalogue, including 62 exclusive varieties of Western medicine In the list of new exclusive varieties, there are more than 20 domestic pharmaceutical enterprises, among which Hengrui pharmaceutical, Beida pharmaceutical, stone pharmaceutical, Lizhu and other enterprises with research and development capabilities are all listed Among foreign pharmaceutical enterprises, Novartis has 6 exclusive varieties GlaxoSmithKline followed, with three exclusive varieties entering In addition, Pfizer, Boehringer Ingelheim and the first three parties each have two exclusive varieties to enter the new medical insurance catalog Among them, the key and exclusive varieties of domestic enterprises worthy of attention are: the main varieties of rock medicine: enbip injection, exetinib of Beida pharmaceutical, eprazole of Lizhu, alamod of Xiansheng pharmaceutical and arexib of Hengrui According to the prediction of professionals, for the new categories of medical insurance catalog, it is expected that this year's sales will have little impact, and it is expected that a large amount will be achieved next year, and the final realization of the rapid growth of sales revenue depends on the level of its clinical value At present, innovative products of domestic enterprises have entered the harvest period Who will become the new "black horse" in the next few years? Enbep: for six consecutive years, the high growth soft capsule of butylphthalide was approved by the group in 2005 The product is called "enbep" It is mainly suitable for the treatment of ischemic stroke (commonly known as stroke) In April 2010, sodium butylphthalide chloride injection was approved for production, and the successful listing of new dosage forms added vitality to the market At present, this product has become the key product of the group EBP is a widely recommended medicine for stroke, which is mainly used to treat mild and moderate acute ischemic stroke After artemisinin and dicyclohol, it is the third Chinese original new chemical entity medicine recognized by the world, and the only brain microcirculation reconstruction agent with mitochondrial protection in the world At present, there are two dosage forms of butylphthalide soft capsule and butylphthalide sodium chloride injection In 2010, the project of "butylphthalide raw materials and soft capsules" won the second prize of national science and technology progress award According to the data statistics of domestic sample hospitals, from 2005 to 2009, the market of butylphthalide has been in a depressed state, and the amount of butylphthalide used in domestic sample hospitals has basically maintained between 2 million and 6 million yuan, which has not exceeded the 10 million yuan level in five years From 2010 to 2016, the market of EBP showed a rapid rising trend, showing a high growth trend for six consecutive years The sales volume increased from 1.59 million yuan in 2005 to 680 million yuan in 2016 Among them, the sales volume of butylphthalide capsule was 440 million yuan, and that of butylphthalide injection was 240 million yuan In 2010, the oral regular release formulation of butylphthalide entered the 2009 version of the national medical insurance catalogue and the successful listing of the EBP injection type, which became a turning point in the market, and the sales performance of the product grew rapidly In 2017, with the introduction of butylphthalide injection into the new medical insurance catalog, the market of EBP is expected to further speed up Beida Kemena: the market share is amazing Exetane, developed by Beida pharmaceutical, belongs to EGFR tyrosine kinase inhibitor and is used as the first-line treatment of non-small cell lung cancer In June 2011, it was approved by CFDA for listing (the compound patent will expire in 2023), and the trade name is "Kemena" The dosage form is tablet and the specification is 125mg There is a huge market space for small molecule targeted lung cancer drugs in China, and the growth potential of exetinib is promising Under the promotion of domestic TiNi clinical drugs, the domestic exclusive innovative drug exetinib gradually broke the monopoly market situation of imported drugs, and rose rapidly in TiNi market In 2016, ektinib won the first "national first prize for scientific and technological progress" in China's chemical pharmaceutical industry, which is the first domestic chemical synthetic drug to win the award since the founding of the people's Republic of China In May 2016, the national health and Family Planning Commission released the national price negotiation results of tenofovir, exetini and gefitinib, the negotiation results were effective from 2016 to 2017, and measures were taken to promote the integration of procurement, medical insurance policies and price negotiation results In 2017, tenofovir, exetini and gefitini products have been included in the new version of the national health insurance catalog According to the data statistics of domestic sample hospitals, from 2011 to 2016, the sales trend of ektinib shows a high growth trend for four consecutive years In 2011, the sales volume was 4.84 million yuan; in 2014, the sales volume was 150 million yuan; in 2015, the sales volume was 210 million yuan, an increase of 36.2% over the same period The sales volume in 2016 is expected to be 240 million yuan, an increase of 14.4% over the same period In the past five years, exetane has been occupying the market at an amazing speed and has become a new bright spot in the domestic small molecule targeted drug market, but the market is expected to slow down in 2016 Beta's exetane undoubtedly plays an important role in China's new drug industry It was once known as one of the most important biomedical innovations comparable to "two bombs and one star", and has always been regarded as the domestic "Iressa" As the product enters the new version of the health care catalog, we believe that ektini will make new achievements in the market Lizhu Yilian: series of good and accelerated layout Eprazole is a strong ion pump inhibitor, approved by Lizhu group in December 2007 The product name is Yilian, the dosage form is enteric coated tablets, and the specification is 5mg This product is a kind of new drug independently innovated by Lizhu group It has applied for invention patents in China, the United States, the European Union, Australia, Japan, Canada and other countries, becoming a new profit growth point of Lizhu company In January 2016, the product won the second prize of 2015 National Science and technology progress award It is a heavyweight product in the digestive tract field, and the market has been singing all the way in the past five years Six proton pump inhibitor products have been listed in China, including lansoprazole, pantoprazole, omeprazole, esomeprazole, rabeprazole and eprazole, of which eprazole is the latest and exclusive product According to the data of sample hospitals, the sales volume of iprazole in 2008 was 870000 yuan, and that in 2015 was up to 90.2 million yuan, a year-on-year increase of 42.9%, with a rapid growth It is estimated that the sales volume in 2016 is 120 million yuan, a year-on-year increase of 36.1% In recent years, the market of iprazole has exploded, and the growth momentum cannot be underestimated At present, there are more and more kinds of drugs to treat peptic ulcer, among them, proton pump inhibitor is the most effective and effective one in clinic It is worth noting that iprazole sodium injection has been included in the drug registration application list of the priority review process With the addition of iprazole enteric coated tablets to the new medical insurance catalog and the layout of the new dosage forms of the follow-up innovative drug iprazole, it will bring a new round of rapid growth for the company, and will also promote the rapid growth of the Chinese gastric acid secretion drug market Advisories: in recent three years, the growth rate of elamud has attracted attention It is the first class 1.1 new drug to be listed in the world by advisories in 2011 It belongs to rheumatoid arthritis, and its trade name is "advisories" The successful listing of adexin is an important milestone in the scientific and technological research of rheumatic diseases in China, marking that China has been in the leading position in the world in the field of anti rheumatic drugs development Adexin, produced by Xiansheng pharmaceutical, went on sale in 2012 As a kind of drug to relieve the disease, adenine has rapid effect, better efficacy and safety, and has all-round osteoprotective effect According to the data statistics of domestic sample hospitals, the product showed a high growth trend for four consecutive years in 2012-2016 The sales volume in 2012 was 2.61 million yuan, in 2014 was 16.01 million yuan, in 2015 was 26.94 million yuan, an increase of 68.2% over the same period, and it is estimated that the sales volume in 2016 is 35.8 million yuan, an increase of 32.9% over the same period In 2012-2013, the market growth of Ailamode is relatively slow, 2014-2016 is expected to have a rapid growth rate, and the market performance is relatively outstanding At present, the main products of treating rheumatoid arthritis and rheumatoid arthritis in the world are used to treat symptoms, and there is no small molecule of autoimmune disease treatment drugs, and the listing of eilamod really fills this gap After the product was launched into the market two years ago, the market situation has been difficult to open quickly and the sales volume has been greatly limited due to the failure to catch up with the adjustment cycle of the national medical insurance catalog With the support of medical insurance policy, the future market is worth looking forward to Hengrui Hengyang: the rocket speed is enviable Arixib is a new drug independently developed by Jiangsu Hengrui pharmaceutical It was approved in May 2011, with the trade name of "Hengyang" and the dosage form of tablet It is the first in the world Compared with the traditional medicine, arecoxib has higher safety and better compliance It is the first-line treatment of joint pain and osteoarthritis The product is equivalent to celecoxib in relieving pain symptoms of osteoarthritis patients and gastrointestinal safety, and has better cardiovascular and renal function safety The product has become the main competitor of Pfizer celecoxib after being put on the market According to the data statistics of sample hospitals, the amount of arixib used in 2012 was 1.03 million yuan, 6.99 million yuan in 2014 and 10.95 million yuan in 2015, with a year-on-year growth of 56.7% The growth rate is relatively fast, and the sales volume in 2016 is expected to be 21.17 million yuan, with a year-on-year growth of 93.3% From 2013 to 2016, the sales growth is expected to be 105.1%, 56.7% and 93.3% respectively, with three consecutive years of high-speed growth At present, with the aging of population, the incidence rate of chronic diseases is increasing year by year The market of osteoarthrosis is a huge market group Arixib is the first independent brand of Xib in China With its own advantages and huge marketing network, and the promotion of the new medical insurance catalog, Hengrui will gradually increase its sales in the next few years The harvest of innovative drugs has played an obvious driving role in the growth of Hengrui's performance After entering the new medical insurance catalog, it will accelerate the import substitution, and the future prospects are promising.