Domestic production has grown, and imported drugs are no longer "dominating" the asthma category

In autumn, asthma is at a high rate
.
In recent years, the incidence of asthma diseases has increased year by year, especially in developed large and medium-sized cities, the growth of children and adolescents is particularly rapid, and the drug market has also begun to differentiate from the original adult-based, and children account for a certain proportion
.

Once asthma attacks, comprehensive treatment measures are required to better control it, of which the use of asthma medication is the most important link
.
This article analyzes
the changes in the antiasthma drug market in recent years, the sales amount, average unit price, and listed manufacturers of montelukast sodium and terbutaline in the sample hospitals.

General Overview · The price decline rises and the collection is prestigious

According to PDB data, in 2021, the sales of asthma drugs in sample hospitals will be 3.
282 billion yuan, and the amount of drugs purchased by public hospitals across the country will be about 12.
045 billion yuan
.
From 2017 to 2019, the sales amount showed an increasing trend, and the sales of its sample hospitals reached the maximum in 2019, reaching 4.
260 billion yuan, an increase of 15.
7%
compared with 2018.

In 2020, sales value and sales volume decreased significantly by 29.
7% and 34.
8% respectively (estimated to be affected by the new crown epidemic), and in 2021, the market recovered with sales value and sales volume increasing by 9.
6% and 24.
4%
respectively.
In the first half of 2022, the sales volume increased by 18.
8% year-on-year, while the sales amount decreased by 16.
8% year-on-year, mainly due to the implementation of collective procurement varieties at a lower winning price, and the price decline increased
.

It can be seen from the average unit price that its price is basically flat from 2017 to 2019, the highest price in 2020, 7.
41 yuan, from 2020, the average unit price has shown a downward trend, falling to 6.
52 yuan in 2021, and to 5.
09 yuan in the first half of 2022, which is also the result of the implementation of centralized procurement varieties and the competition for more generic drugs on the
market.

The average unit price of TOP5 products is high

In terms of drugs, in the first half of 2022, there were 32 anti-asthmatic drugs sold in the sample hospitals, and the top five were budesonide, compound budesonide formoterol, montelukast, terbutaline and compound fluticasone salmetarol, with a total sales of more than 751 million yuan, accounting for 54.
1% of the sales of asthma drugs and 43.
0% of the sales quantity, indicating that the average unit price of the top five products is also high
.
The highest unit price is the biological drug omalizumab preparation (1406.
7 yuan), and the lowest unit price is the compound phenytoinine phylphylline preparation (0.
16 yuan).

When local pharmaceutical companies catch up

From the perspective of enterprises, in the first half of 2022, there were 144 manufacturers with antiasthma drugs sold in sample hospitals, and the sales of the top 10 sample hospitals accounted for 65.
1%
of the sales of asthma drugs.
Among the 144 companies, 124 are local pharmaceutical companies and 20 are foreign-funded pharmaceutical companies
.
Local pharmaceutical companies accounted for 46.
9% of sales, while foreign pharmaceutical companies accounted for 53.
1%; In terms of sales quantity, local pharmaceutical companies accounted for 57.
7%, and foreign-funded pharmaceutical companies accounted for 42.
3%, which shows that the average unit price of foreign-funded pharmaceutical companies exceeds that of local pharmaceutical companies, and local pharmaceutical companies still have more room to
catch up.

Montelukast sodium · Offense and defense are fiercely competitive

To the seventh batch of national procurement, montelukast sodium tablets 10mg specifications, chewable tablets 4mg and 5mg specifications, granules 0.
5g: 4mg specifications were included in the scope of
collection.

Tablets: The winning bidder shares the market

Montelukast sodium tablets 10mg is the first round of "4+7" centralized procurement varieties and the first batch of (4+7 expansion) national collective procurement varieties, the first round of "4+7" centralized procurement is the exclusive bid of Shanghai Anbison Pharmaceutical, and the winning price of 10mg is 3.
876 yuan / piece
.
In the first batch (4+7 expansion) of national centralized procurement, Merck followed up with a price reduction of 10mg, and the winning bid price of 10mg was 3.
876 yuan / piece, and the winning price of Shanghai Anbison Pharmaceutical was 3.
792 yuan / piece
.

In 2018, the sales of montelukast sodium tablets in the sample hospitals were 303 million yuan, the largest
in the past four years.
Since the "4+7" centralized procurement began to be implemented around March 2019, the average price in 2019 has decreased, and since the first batch (4+7 expansion) of national collective procurement was implemented around December 2019, the price in 2020 has dropped sharply to 4.
09 yuan, and the average price in 2021 and the first half of 2022 continues to decline
.

In terms of sales volume, it peaked in 2019; In 2020, the number of sudden sales due to the epidemic decreased by 35.
2% year-on-year, and the sales amount decreased by 50.
4% year-on-year due to the execution of the winning bid price of collective procurement; In 2021, compared with 2020, the number of sales increased by 10.
4% and the sales amount increased by 7.
0%; It is predicted that in 2022, due to the decline in prices, the number of sales will eventually increase, and the sales amount will be basically flat
.

From the perspective of enterprises, in 2020, the two Chinese bidders, Merck and Shanghai Anbison Pharmaceutical, accounted for a total of 98.
0% of the sales volume and 98.
1% of the total sales amount in the sample hospitals, while the unsuccessful bidders Lunan Beit Pharmaceutical and Sichuan Otsuka Pharmaceutical accounted for only 2% of the market share
。 However, in the first half of 2022, due to the expiration of the renewal of the contract, some regions have the lower price of Jiangsu Wangao Pharmaceutical 2.
03 yuan and stone medicine Ouyi 2.
22 yuan, the sales amount and sales volume of these two companies increased to 13.
1% and 21.
7%, while Merck and Shanghai Anbison Pharmaceutical sales amount and sales volume accounted for 85.
8% and 77.
3%.

Chewable tablets: The original brand is still strong

Montelukast sodium chewable tablets 4mg and 5mg specifications are included in the third batch of national centralized procurement, 5 enterprises won the bid for two specifications, namely CSPC Group Ouyi Pharmaceutical, Qilu Pharmaceutical (Hainan), Shanghai Anbison Pharmaceutical, Beijing Fuyuan Pharmaceutical and Yangtze River Pharmaceutical Nanjing Hailing, Hefei Yingtai Pharmaceutical only won the bid for 5mg specifications, 4mg won the bid price of 0.
14 ~ 0.
93 yuan / piece, 5mg won the bid price of 0.
16 ~ 1.
11 yuan / piece
.

In 2019, the sales of montelukast sodium chewable tablets in the sample hospitals were 287 million yuan, the largest
in the past four years.
The third batch of national centralized procurement began to be implemented around November 2020, and the average price in 2020 decreased slightly, while due to the sudden epidemic, the sales amount and sales quantity in 2020 decreased by 60.
8% and 50.
7%,
respectively.
After the winning bid price was fully executed in 2021, the average price decreased by 82.
5% to only 0.
79 yuan, and the sales volume in 2021 increased by 107.
8% but the sales amount decreased by 63.
6%
compared with 2020.
In the first half of 2022, the average price dropped to 0.
57 yuan
again.

From the perspective of enterprises, in the first half of 2022, the total sales volume of the 6 Chinese bidding enterprises in the sample hospitals accounted for 95.
0% and the total sales amount accounted for 60.
7%, and the sales volume of Merck and the original research manufacturer of the unwon bid enterprises was compressed to 3.
2%, but because its average price was several times or even dozens of times higher than that of local pharmaceutical companies, the sales amount accounted for 24.
1%, still ranking first
.

Granules: Domestic substitution has been achieved

Menelukast sodium granules 0.
5g: 4mg specification was included in the third batch of national centralized procurement, 3 enterprises won the bid, Jiangsu Chia Tai Fenghai Pharmaceutical won the bid price of 1.
596 yuan / bag, Suzhou Wusongjiang Pharmaceutical won the bid price of 1.
633 yuan / bag, Changchun Haiyue Pharmaceutical won the bid price of 2.
598 yuan / bag
.

In 2019, the sales of montelukast sodium granules in the sample hospitals were 72 million yuan, the largest
in the past four years.
In 2020, the average price decreased slightly, the sales amount and sales quantity decreased by 56.
1% and 42.
8% respectively, and after the winning bid price was fully executed in 2021, the average price decreased by 59.
0%, only 2.
14 yuan, and the sales volume increased by 138.
0% and the sales amount decreased by 2.
4%
in 2021 compared with 2020.
The average price in the first half of 2022 was basically flat, and the number of sales and sales amount are forecast to increase
in 2022.

From the perspective of enterprises, in the first half of 2022, the total sales volume of the three Chinese bidding enterprises in the sample hospitals accounted for 96.
3% and the total sales amount accounted for 88.
7%, and the sales amount and sales quantity of Merck and the original research manufacturer of the unwon enterprise accounted for 11.
3% and 3.
7%, respectively, and in 2019, the sales amount of Merck and the headline of the public number of the medical economic newspaper tumor academic number Immunization time pharmaceutical economic newspaper shared that by 2020, the sales amount of Merck accounted for 95.
7% and 72.
3
。 Through national centralized procurement, domestic drugs produced by local enterprises have completed the substitution
of imported drugs.

Terbutaline · The original research manufacturer is out of the way

Tebutaline sulfate nebulization inhalation solution was included in the seventh batch of national centralized procurement, and the agreed purchase volume base in the first year was: 2ml: 5mg specification 135,692,567 pieces, the highest effective declaration price was 3.
3978 yuan; 1ml: 2.
5mg specification was 2,133,618 pieces, and the highest effective declaration price was 1.
9987 yuan; calculated according to the "highest effective quotation ×agreed purchase volume", the total purchase amount was 465 million yuan
。 In the end, 5 enterprises from Hebei Renhe Yikang Pharmaceutical, Healthyuan Pharmaceutical Group, Nanjing Hengdao Pharmaceutical, Suzhou Hongsen Pharmaceutical and Sichuan Priuite Pharmaceutical won the bid, and 2 companies from the original research manufacturers AstraZeneca and Shijiazhuang Four Medicines were out
.

For a long time, the sales of the original manufacturer AstraZeneca have been in the lead, accounting for 70.
3%
of its sales in the sample hospitals in the first half of 2022.
However, with the withdrawal of the original research, it can be predicted that after the implementation of the centralized procurement results, the proportion of winning bidders will be greatly increased
.
If more than 4 enterprises win the bid, they can share 80% of the annual agreed procurement volume every year, and the annual collective procurement sales are estimated to be 128 million yuan
based on the average price of the winning bid.

From the price point of view, the 1ml:2.
5mg specification of Sichuan Meidakang Huakang Pharmaceutical Co.
, Ltd.
had the highest average price in the sample hospitals in the first half of 2022, at 36.
02 yuan, but it was not evaluated and was not eligible for bidding
.
Hebei Renhe Yikang Pharmaceutical won both specifications, with the average price of sample hospitals in the first half of 2022 being 29.
67 yuan and 17.
33 yuan, and the winning price being 0.
957 yuan and 0.
563 yuan respectively, so the comparable price decreased by 96.
8%, which was the largest
decrease in this centralized procurement.
The comparable price of Suzhou Hongsen Pharmaceutical decreased by 61.
1%.

The average winning bid price of the 2ml:5mg specification of the four enterprises was 1.
175 yuan, which was 65.
4%
lower than the highest effective declaration price of 3.
3978 yuan.
Shandong Dongwei Pharmaceutical's terbutaline sulfate nebulization inhalation solution passed the consistency evaluation on September 14, 2022, and failed to catch up with the seventh batch of national procurement, and had to find another opportunity
when the contract was renewed at the expiration of the period.

brief summary

Asthma is a chronic disease, patients are relatively dependent on drugs, with the continuous cultivation of domestic pharmaceutical companies in the field of asthma drugs and the continuous attention to children's dosage forms, coupled with the release of national policy dividends, the era of being "dominated" by imported brands has gradually weakened
.
In the future, patients, especially pediatric patients, will have more high-quality domestic drugs to choose from, and domestic drugs will also occupy a major position
in the anti-asthma drug market.