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Medical Network, June 30, since June, the domestic inhalation market has added a number of new products: Novartis’s blockbuster new drug indacaterol mometasone furoate inhalation powder was approved for import, and Wuhan Xianlu Pharmaceutical Technology’s inhalation use Ipratropium bromide solution, Renhe Lijian Pharmaceutical (Tianjin) compound ipratropium bromide solution for inhalation, Zhejiang Furuixi Pharmaceutical's ipratropium bromide solution for inhalation and compound ipratropium bromide for inhalation A total of 5 domestically produced new inhalants, including the solution and terbutaline sulfate atomized liquid of Suzhou Hongsen Pharmaceutical, have been approved for marketing
.
The fifth batch of national mining companies officially announced the winning bid recently.
After the fourth batch of catalogue included salbutamol sulfate solution for inhalation, this catalogue included 3 more inhalants.
The original research drug company was "annihilated", and the bid-winning company dropped by more than 80%.
.
With the approval of domestic inhalants and the rapid occupation of the market under the impetus of centralized procurement, how far can the original research pharmaceutical companies "dominate the screen"?
The pattern of 4 blockbuster inhalants was reshuffled, and the domestic pharmaceutical companies’ "floor price" kicked off the original research.
Table 1: The situation of the inhalants won by the national procurement.
Source: Shanghai Sunshine Pharmaceutical Purchasing Network, and the fourth batch of national centralized purchases from Meinenet.
Started to include inhalants.
Salbutamol sulfate solution for inhalation will rank 16th among the TOP20 end-inhalation products in China's urban public hospitals , county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) in 2020
.
The market share of the original research drug company GlaxoSmithKline is as high as 96.
48%, and the latest winning unit price before the bid opening is 4.
778 yuan (November 9, 2020, Guizhou)
.
At the time of the bidding, the highest effective declared price of the product was 4.
72 yuan, and GlaxoSmithKline reported 4.
248 yuan (a decrease of 10%).
The four domestic pharmaceutical companies that won the bid basically fell by about 50%, and the lowest winning price fell to Suzhou Hong Sen Pharmaceutical (1.
96 yuan)
.
If the fourth batch of including an inhalant is a "test of water", then the fifth batch is a "real trick".
The number of products included has increased to 3, all of which are heavy varieties within the TOP10, and the winning companyThe biggest drop is 80%.
.
.
The only similarity is that the original research drug company has lost the standard again
.
Budesonide suspension for inhalation is the TOP1 terminal inhalation product in China's public medical institutions in 2020, with sales exceeding 5 billion yuan
.
The original research pharmaceutical company AstraZeneca has a market share of 94.
63%, and the latest winning unit price before the bid opening is 14.
036 yuan (May 17, 2021, Heilongjiang)
.
At the time of the bidding, the highest effective declaration price of the product was 14.
036 yuan, AstraZeneca reported 8.
9 yuan (a decrease of 36.
59%), and CP Tianqing Pharmaceutical Group conservatively reported 5.
65 yuan (a decrease of 59.
75%).
Changfeng Pharmaceutical and The health yuan fell by about 70%, and Sichuan Prime Pharmaceuticals, a subsidiary of Beite, made a particularly aggressive move, quoting 2.
79 yuan (a decrease of 80.
12%)
.
The compound ipratropium bromide solution for inhalation is the TOP12 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 97.
03%.
The latest winning unit price before the bid opening is 4.
929 yuan (May 17, 2021.
Japan, Heilongjiang)
.
At the time of the bidding, the highest effective declared price of the product was 4.
92 yuan, Boehringer Ingelheim reported 3.
44 yuan (a decrease of 30.
08%), Sichuan Prime Pharmaceuticals and Zhejiang Furuixi Pharmaceuticals fell by about 60%, and health yuan quoted 1.
47 Yuan (a decrease of 70.
12%), Renhe Lijian Pharmaceutical (Tianjin) as low as 0.
97 Yuan (a decrease of 80.
28%)
.
Ipratropium bromide solution for inhalation is the TOP9 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 99.
99%.
The latest winning unit price before the bid opening is 4.
368 yuan (March 19, 2021 , Shaanxi)
.
At the time of the bidding, the highest effective declared price of the product was 4.
368 yuan, Sichuan Prime Pharmaceuticals and Wuhan Xianlu Pharmaceutical Technology dropped by about 60%, and Renhe Yikang Group and Joincare Pharmaceutical Group dropped by about 70%, but the lowest The winning bid price is still less than 1 yuan (Renhe Yikang Group quoted 0.
97 yuan)
.
After Zhejiang Furuixi Pharmaceutical, Sichuan Prime Pharmaceutical and Renhe Yikang (Hebei Renhe Yikang Pharmaceutical, Renhe Lijian Pharmaceutical (Tianjin), Renhe Yikang Group) have experienced the fourth batch of national bidding , I have a lot of confidence, and the price drop this time is higher than the fourth batch.
Among them, Sichuan Prime Pharmaceuticals is determined to win budesonide suspension for inhalation and directly prescribes an 80% drop
.
In addition, it is worth mentioning that in recent years, there has been an aggressive attack on the health of inhalants.
All three products won the bid this time, with a decrease of about 70%.
Whether this price decrease will continue is worth continuing to observe
.
Domestic pharmaceutical companies are constantly innovating.
Class 1 new drugs and improved new drugs are super bright.
According to the 2020 edition of the Chinese Pharmacopoeia, inhalation preparations refer to the dissolution or dispersion of the raw materials in a suitable medium and delivery to them in the form of aerosols or vapors.
Liquid or solid preparations that exert local or systemic effects on the lungs, including inhalation aerosols, inhalation powder mists, inhalation sprays, inhalation liquid preparations, and preparations that can be converted into vapors
.
Table 2: Status of some domestically-made inhalation new drugs approved for clinical use since 2019.
Source: Mynet’s MED2.
0 Chinese drug review database is restricted by barriers such as formulation technology and patents.
At present, foreign brands in the domestic inhalation market account for a relatively large proportion.
As more and more high-end generic drugs are approved and the centralized procurement mechanism is triggered, domestic brands are expected to accelerate the replacement of original research
.
Judging from the winning bids of the fourth batch and the fifth batch of this time, it is a high probability event that the terminal sales of imported brands in China's public medical institutions will drop sharply in the future.
At the same time, the competition between domestic generic drugs is becoming more and more fierce
.
In recent years, domestic innovative pharmaceutical companies are also paying attention to the research and development of new drugs for inhalation.
Since 2019, a number of Class 1 new drugs and improved new drugs have been approved for clinical use.
Pharmaceutical companies with strong R&D capabilities such as Hengrui and Chia Tai Tianqing are competing Layout, health yuan, Sichuan Prime and other star pharmaceutical companies focusing on the inhalation field are also working silently
.
Among the new class 1 drugs, two were declared and approved for clinical use this year
.
Zhengda Tianqing’s TQC3721 suspension for inhalation is the company’s second self-developed Class 1 new drug in the respiratory field, mainly for asthma, chronic obstructive pulmonary disease, etc.
; Shanghai Kaiyi Pharmaceutical Technology’s inhalation saponin A solution is mainly effective The ingredient is Kuding Saponin A isolated from Kudingcha, which is used to treat asthma and chronic obstructive pulmonary disease
.
In terms of improved new drugs, Hengrui's hydrochloric acid (R)-ketamine nasal spray has entered Phase I clinical trials and is intended to be used for the treatment of refractory depression; the fastest-growing one is dexmedeol hydrochloride from Sichuan Prime Medical Technology Middine nasal spray, indicated for sedation of non-intubated patients and sedation of patients undergoing general anesthesia, Phase II/III is in progress; Healthyuan will have 3 modified new drugs approved for clinical use in 2020-2021, one of which It is a compound preparation
.
Sichuan Prime, a subsidiary of Better, focuses on the R&D and production of inhalation aerosols, inhalation powder mists, inhalation atomizers and nasal sprays.
The 4 inhalants that have been approved for production have all entered the country.
, The strength is extraordinary
.
At present, the inhalants declared for marketing include levalbuterol hydrochloride aerosol inhalation solution, ipratropium bromide inhalation aerosol and terbutaline sulfate aerosol inhalation solution.
The registration classification is classified into category 3 and category 4 imitation, and the product cluster is expected Add new members
.
In recent years, Joincare has also increased the development of inhalants.
The products that have been approved and reviewed include the fifth batch of three inhalants produced by the country, as well as the inhalation solution of lev-salbutamol hydrochloride, which has been declared for marketing and is under review.
The inhalation of terbutaline sulfate aerosol inhalation solution, terbutaline sulfate inhalation solution and budesonide inhalation aerosol are registered and classified as 4 types of imitations.
High-end generic drugs are expected to become a new highlight of the company's performance
.
At present, domestic pharmaceutical companies are accelerating their deployment in the inhalation market.
The two-pronged approach of "new drugs + generics" requires a long time for the development of new drugs.
High-end generic drugs can be combined with centralized procurement in this gap to complete product launches and build brand influence.
After the new drugs are launched Form a product cluster effect, and smoothly seize the high position in the market
.
Multinational pharmaceutical companies have nowhere to go? New drug import and retail channels sink or become a breakthrough
In the first half of 2021, Novartis’ indacaterol mometasone furoate inhalation powder and indacaterol mometasone furoate inhalation powder have been approved for import successively, attracting market attention
.
According to Novartis’s public information, indacaterol, mometasone furoate inhalation powder inhalation is one of its potential blockbuster drugs
.
The triple compound drug is a once-a-day fixed-dose compound product consisting of the long-acting β2 receptor agonist indacaterol, the long-acting muscarinic antagonist glycopyrrolate and the inhaled corticosteroid mometasone furoate.
It is mainly used to treat patients with uncontrolled asthma
.
It is reported that one of the reasons why the drug has attracted much attention is its special drug delivery system, which allows patients to use an inhaler to accurately self-administer
.
It is reported that the product has been approved for marketing in Japan, Canada, the European Union and other countries and regions
.
Table 3: 2020 China's public medical institutions' terminal inhalers will exceed 1 billion brands Source: Meinenet.
China's public medical institutions' terminal competition pattern.
In 2020, there will be 4 Chinese public medical institutions' terminal inhalers with over 1 billion brands, Hengrui's inhalation use Sevoflurane has become the only domestic brand on the list, and the other three are imported brands.
However, with the inclusion of budesonide suspension for inhalation into Guocai, the decline in sales of AstraZeneca is a high probability event and is not included in the list.
Will the imported brand of China take advantage of this to "seize the position"? We will wait and see
.
Multinational pharmaceutical companies have been actively working in the domestic market for many years, accumulating brand strength, and expanding the drug group.
After medical institutions are "frustrated", switching to the retail market seems to have become one of the "roads"
.
Take the former tens of billions of atorvastatin as an example.
The first batch of national procurement (4+7, alliance expansion) original research pharmaceutical companies failed to win the bid, and Pfizer’s atorvastatin tablets will be publicly established in China from 2019 to 2020.
The sales growth rate of the medical institution terminal was -1.
07% and -47.
64%, and the sales growth rate of the physical pharmacy terminal in Chinese cities was 8.
18% and 3.
75%.
In contrast, Beijing Jialin Pharmaceutical, which lost the bid in the expansion stage of the alliance, is in The three major terminals have been declining for two consecutive years, and the retail resources accumulated by the original research pharmaceutical companies in the early stage have brought it back.
.
Figure 1: Sales of inhalants that have been included in the original inhalation drug companies in China Procurement in physical pharmacies in cities in China (unit: 10,000 yuan) Source: Mynet.
com China city physical pharmacy database has included the four inhalants in China Procurement, and currently only Azerbaijan The sales of Budesonide suspension for inhalation in Chinese cities exceeded 100 million yuan in physical pharmacies in China, and it is still rising under the influence of the 2020 epidemic.
GlaxoSmithKline’s salbutamol sulfate solution for inhalation, Boehringer Ingelheim’s compound ipratropium bromide solution for inhalation and ipratropium bromide solution for inhalation are currently not considered to be a real volume in the retail market, but after the national procurement and the blessing of prescription outflow, can it usher in a new turn , It is worth continuing to observe
.
Conclusion
In recent years, the medical reform has continued to advance, and the domestic pharmaceutical market has ushered in earth-shaking changes
.
On the one hand, the state's centralized procurement with a large amount has helped "imitation instead of original research"; on the other hand, prescription outflow will expand the market for retail pharmacies
.
With the improvement of research and development capabilities, domestic pharmaceutical companies have transitioned from low-end imitations to high-end imitations in the past, and entered the field of innovative drugs; the accumulation of original research pharmaceutical companies should not be underestimated, especially the channel layout and brand maintenance, which are also worthwhile Learn from domestic pharmaceutical companies
.
The inhalation market has been reshuffled, and we will continue to observe changes in the market to welcome the arrival of the new situation
.
Source: Mi Nei.
com database
review data statistics as of June 29, if there are any errors or omissions, please correct me
.
Since June, several new products have been added to the domestic inhalation market: Novartis’s blockbuster drug indacaterol mometasone furoate inhalation powder was approved for import, and Wuhan Xianlu Pharmaceutical Technology’s ipratropium bromide solution for inhalation, Renhe Lijian Pharmaceutical (Tianjin)'s compound ipratropium bromide solution for inhalation, Zhejiang Furuixi Pharmaceutical's ipratropium bromide solution for inhalation and compound ipratropium bromide solution for inhalation, Suzhou Hongsen Pharmaceutical A total of 5 domestic new inhalants of terbutaline sulfate atomized liquid were approved for marketing
.
The fifth batch of national mining companies officially announced the winning bid recently.
After the fourth batch of catalogue included salbutamol sulfate solution for inhalation, this catalogue included 3 more inhalants.
The original research drug company was "annihilated", and the bid-winning company dropped by more than 80%.
.
With the approval of domestic inhalants and the rapid occupation of the market under the impetus of centralized procurement, how far can the original research pharmaceutical companies "dominate the screen"?
The pattern of
4 blockbuster inhalants has been reshuffled, and the domestic pharmaceutical companies’ "floor price" kicked off the original research.
Table 1 : The situation of inhalants won by the national
procurement.
Source: Shanghai Sunshine Pharmaceutical Purchasing Network, Mi Nei.
com sorted out the fourth batch of national centralized procurement Started to include inhalants.
Salbutamol sulfate solution for inhalation will rank 16th among the TOP20 end-inhalation products in China's urban public hospitals , county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) in 2020
.
The market share of the original research drug company GlaxoSmithKline is as high as 96.
48%, and the latest winning unit price before the bid opening is 4.
778 yuan (November 9, 2020, Guizhou)
.
At the time of the bidding, the highest effective declared price of the product was 4.
72 yuan, and GlaxoSmithKline reported 4.
248 yuan (a decrease of 10%).
The four domestic pharmaceutical companies that won the bid basically fell by about 50%, and the lowest winning price fell to Suzhou Hong Sen Pharmaceutical (1.
96 yuan)
.
If the fourth batch of including an inhalant is a "test of water", then the fifth batch is a "real move".
The number of products included has increased to 3, all of which are blockbuster varieties within the TOP10, and the bid-winning company has a maximum drop of 80 %.
.
.
The only similarity is that the original research pharmaceutical company has lost its bid again
.
Budesonide suspension for inhalation is the TOP1 terminal inhalation product in China's public medical institutions in 2020, with sales exceeding 5 billion yuan
.
The original research pharmaceutical company AstraZeneca has a market share of 94.
63%, and the latest winning unit price before the bid opening is 14.
036 yuan (May 17, 2021, Heilongjiang)
.
At the time of the bidding, the highest effective declaration price of the product was 14.
036 yuan, AstraZeneca reported 8.
9 yuan (a decrease of 36.
59%), and CP Tianqing Pharmaceutical Group conservatively reported 5.
65 yuan (a decrease of 59.
75%).
Changfeng Pharmaceutical and The health yuan fell by about 70%, and Sichuan Prime Pharmaceuticals, a subsidiary of Beite, made a particularly aggressive move, quoting 2.
79 yuan (a decrease of 80.
12%)
.
The compound ipratropium bromide solution for inhalation is the TOP12 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 97.
03%.
The latest winning unit price before the bid opening is 4.
929 yuan (May 17, 2021.
Japan, Heilongjiang)
.
At the time of the bidding, the highest effective declared price of the product was 4.
92 yuan, Boehringer Ingelheim reported 3.
44 yuan (a decrease of 30.
08%), Sichuan Prime Pharmaceuticals and Zhejiang Furuixi Pharmaceuticals fell by about 60%, and health yuan quoted 1.
47 Yuan (a decrease of 70.
12%), Renhe Lijian Pharmaceutical (Tianjin) as low as 0.
97 Yuan (a decrease of 80.
28%)
.
Ipratropium bromide solution for inhalation is the TOP9 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 99.
99%.
The latest winning unit price before the bid opening is 4.
368 yuan (March 19, 2021 , Shaanxi)
.
At the time of the bidding, the highest effective declared price of the product was 4.
368 yuan, Sichuan Prime Pharmaceuticals and Wuhan Xianlu Pharmaceutical Technology dropped by about 60%, and Renhe Yikang Group and Joincare Pharmaceutical Group dropped by about 70%, but the lowest The winning bid price is still less than 1 yuan (Renhe Yikang Group quoted 0.
97 yuan)
.
After Zhejiang Furuixi Pharmaceutical, Sichuan Prime Pharmaceutical and Renhe Yikang (Hebei Renhe Yikang Pharmaceutical, Renhe Lijian Pharmaceutical (Tianjin), Renhe Yikang Group) have experienced the fourth batch of national bidding , I have a lot of confidence, and the price drop this time is higher than the fourth batch.
Among them, Sichuan Prime Pharmaceuticals is determined to win budesonide suspension for inhalation and directly prescribes an 80% drop
.
In addition, it is worth mentioning that in recent years, the health of inhalants has been attacked.
All three products have won the bid this time, with a decrease of about 70%.
Whether this price decrease will continue is worth continuing to observe.
.
Domestic pharmaceutical companies are constantly innovating.
Class 1 new drugs and improved new drugs are super bright.
According to the 2020 edition of the Chinese Pharmacopoeia, inhalation preparations refer to the dissolution or dispersion of the raw materials in a suitable medium and delivery to them in the form of aerosols or vapors.
Liquid or solid preparations that exert local or systemic effects on the lungs, including inhalation aerosols, inhalation powder mists, inhalation sprays, inhalation liquid preparations, and preparations that can be converted into vapors
.
Table 2 : The status of some domestic inhalation new drugs approved for clinical trials from
2019 to the present.
Source: Meinenet MED2.
0 Chinese drug review database is
restricted by barriers such as preparation technology and patents.
At present, foreign brands in the domestic inhalation market account for a relatively large proportion.
As more and more high-end generic drugs are approved and the centralized procurement mechanism is triggered, domestic brands are expected to accelerate the replacement of original research
.
Judging from the winning bids of the fourth batch and the fifth batch of this time, it is a high probability event that the terminal sales of imported brands in China's public medical institutions will drop sharply in the future.
At the same time, the competition between domestic generic drugs is becoming more and more fierce
.
In recent years, domestic innovative pharmaceutical companies are also paying attention to the research and development of new drugs for inhalation.
Since 2019, a number of Class 1 new drugs and improved new drugs have been approved for clinical use.
Pharmaceutical companies with strong R&D capabilities such as Hengrui and Chia Tai Tianqing are competing Layout, health yuan, Sichuan Prime and other star pharmaceutical companies that focus on inhalation are also quietly working
.
Among the Class 1 new drugs, two were declared and approved for clinical use this year
.
Zhengda Tianqing’s TQC3721 suspension for inhalation is the company’s second self-developed Class 1 new drug in the respiratory field, mainly for asthma, chronic obstructive pulmonary disease, etc.
; Shanghai Kaiyi Pharmaceutical Technology’s inhalation saponin A solution is mainly effective The ingredient is Kuding Saponin A isolated from Kudingcha, which is used to treat asthma and chronic obstructive pulmonary disease
.
In terms of improved new drugs, Hengrui's hydrochloric acid (R)-ketamine nasal spray has entered Phase I clinical trials and is intended to be used for the treatment of refractory depression; the fastest-growing one is dexmedeol hydrochloride from Sichuan Prime Medical Technology Middine nasal spray, indicated for sedation of non-intubated patients and sedation of patients undergoing general anesthesia, Phase II/III is in progress; Healthyuan will have 3 modified new drugs approved for clinical use in 2020-2021, one of which It is a compound preparation
.
Sichuan Prime, a subsidiary of Better, focuses on the R&D and production of inhalation aerosols, inhalation powder mists, inhalation atomizers and nasal sprays.
The 4 inhalants that have been approved for production have all entered the country.
, The strength is extraordinary
.
At present, the inhalants declared for marketing include levalbuterol hydrochloride aerosol inhalation solution, ipratropium bromide inhalation aerosol and terbutaline sulfate aerosol inhalation solution.
The registration classification is classified into category 3 and category 4 imitation, and the product cluster is expected Add new members
.
In recent years, Joincare has also increased the development of inhalants.
The products that have been approved and reviewed include the fifth batch of three inhalants produced by the country, as well as the inhalation solution of lev-salbutamol hydrochloride, which has been declared for marketing and is under review.
The inhalation of terbutaline sulfate aerosol inhalation solution, terbutaline sulfate inhalation solution and budesonide inhalation aerosol are registered and classified as 4 types of imitations.
High-end generic drugs are expected to become a new highlight of the company's performance
.
At present, domestic pharmaceutical companies are accelerating their deployment in the inhalation market.
The two-pronged approach of "new drugs + generics" requires a long time for the development of new drugs.
High-end generic drugs can be combined with centralized procurement in this gap to complete product launches and build brand influence.
After the new drugs are launched Form a product cluster effect, and smoothly seize the high position in the market
.
Multinational pharmaceutical companies have nowhere to go? New drug imports and retail channels sink or become a breakthrough.
In the first half of 2021, Novartis’ indacaterol mometasone furoate inhalation powder and indacaterol mometasone furoate inhalation powder were successively approved for import , Attracting market attention
.
According to Novartis’s public information, indacaterol glycopyrronium bromide mometasone furoate inhalation powder is one of its potential blockbuster drugs.
.
The triple compound drug is a once-a-day fixed-dose compound product consisting of the long-acting β2 receptor agonist indacaterol, the long-acting muscarinic antagonist glycopyrrolate and the inhaled corticosteroid mometasone furoate.
It is mainly used to treat asthma patients whose symptoms are uncontrolled
.
It is reported that one of the reasons why the drug has attracted much attention is its special drug delivery system, which allows patients to use an inhaler to accurately self-administer
.
It is reported that the product has been approved for marketing in Japan, Canada, the European Union and other countries and regions
.
Table 3 : In 2020 , China's public medical institutions will have over 1 billion brands of
terminal inhalants.
Source: Mynet.
com.
China's public medical institutions' terminal competition pattern.
In
2020, there will be 4 Chinese public medical institutions with over 1 billion brands of terminal inhalants.
Hengrui's inhalation use Sevoflurane has become the only domestic brand on the list, and the other three are imported brands.
However, with the inclusion of budesonide suspension for inhalation into Guocai, the decline in sales of AstraZeneca is a high probability event and is not included in the list.
Will the imported brand of China take advantage of this to "seize the position"? We will wait and see
.
Multinational pharmaceutical companies have been actively working in the domestic market for many years, accumulating brand strength, and expanding the drug group.
After medical institutions are "frustrated", switching to the retail market seems to have become one of the "roads"
.
Take the former tens of billions of atorvastatin as an example.
The first batch of national procurement (4+7, alliance expansion) original research pharmaceutical companies failed to win the bid, and Pfizer’s atorvastatin tablets will be publicly established in China from 2019 to 2020.
The sales growth rate of the medical institution terminal was -1.
07% and -47.
64%, and the sales growth rate of the physical pharmacy terminal in Chinese cities was 8.
18% and 3.
75%.
In contrast, Beijing Jialin Pharmaceutical, which lost the bid in the expansion stage of the alliance, is in The three major terminals have been declining for two consecutive years, and the retail resources accumulated by the original research pharmaceutical companies in the early stage have regained it
.
Figure 1: Sales of inhalation original research pharmaceutical companies that have been included in the national procurement in physical pharmacies in Chinese cities (unit: ten thousand yuan)
Source: Meinenet.
com's Chinese city entity pharmacy database
has included 4 inhalants from Guocai.
At present, only AstraZeneca's budesonide suspension for inhalation has sales of more than 100 million yuan in Chinese city entity pharmacies in 2020.
Under the influence of the annual epidemic, there is still a rising trend.
GlaxoSmithKline’s salbutamol sulfate solution for inhalation, Boehringer Ingelheim’s compound ipratropium bromide solution for inhalation and ipratropium bromide solution for inhalation are currently not considered real in the retail market.
It is worth continuing to observe whether it can usher in a new turn after the country’s procurement has landed and with the outflow of prescriptions
.
Conclusion
In recent years, the medical reform has continued to advance, and the domestic pharmaceutical market has ushered in earth-shaking changes
.
On the one hand, the state's centralized procurement with a large amount has helped "imitation instead of original research"; on the other hand, the outflow of prescriptions will expand the market for retail pharmacies
.
With the improvement of research and development capabilities, domestic pharmaceutical companies have transitioned from low-end imitations to high-end imitations in the past, and entered the field of innovative drugs; the accumulation of original research pharmaceutical companies should not be underestimated, especially the channel layout and brand maintenance, which are also worthwhile Learn from domestic pharmaceutical companies
.
The inhalation market has been reshuffled, and we will continue to observe changes in the market to welcome the arrival of the new situation
.
Source: Mi Nei.
com database
review data statistics as of June 29, if there are any errors or omissions, please correct me
.
.
The fifth batch of national mining companies officially announced the winning bid recently.
After the fourth batch of catalogue included salbutamol sulfate solution for inhalation, this catalogue included 3 more inhalants.
The original research drug company was "annihilated", and the bid-winning company dropped by more than 80%.
.
With the approval of domestic inhalants and the rapid occupation of the market under the impetus of centralized procurement, how far can the original research pharmaceutical companies "dominate the screen"?
The pattern of 4 blockbuster inhalants was reshuffled, and the domestic pharmaceutical companies’ "floor price" kicked off the original research.
Table 1: The situation of the inhalants won by the national procurement.
Source: Shanghai Sunshine Pharmaceutical Purchasing Network, and the fourth batch of national centralized purchases from Meinenet.
Started to include inhalants.
Salbutamol sulfate solution for inhalation will rank 16th among the TOP20 end-inhalation products in China's urban public hospitals , county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) in 2020
.
The market share of the original research drug company GlaxoSmithKline is as high as 96.
48%, and the latest winning unit price before the bid opening is 4.
778 yuan (November 9, 2020, Guizhou)
.
At the time of the bidding, the highest effective declared price of the product was 4.
72 yuan, and GlaxoSmithKline reported 4.
248 yuan (a decrease of 10%).
The four domestic pharmaceutical companies that won the bid basically fell by about 50%, and the lowest winning price fell to Suzhou Hong Sen Pharmaceutical (1.
96 yuan)
.
If the fourth batch of including an inhalant is a "test of water", then the fifth batch is a "real trick".
The number of products included has increased to 3, all of which are heavy varieties within the TOP10, and the winning companyThe biggest drop is 80%.
.
.
The only similarity is that the original research drug company has lost the standard again
.
Budesonide suspension for inhalation is the TOP1 terminal inhalation product in China's public medical institutions in 2020, with sales exceeding 5 billion yuan
.
The original research pharmaceutical company AstraZeneca has a market share of 94.
63%, and the latest winning unit price before the bid opening is 14.
036 yuan (May 17, 2021, Heilongjiang)
.
At the time of the bidding, the highest effective declaration price of the product was 14.
036 yuan, AstraZeneca reported 8.
9 yuan (a decrease of 36.
59%), and CP Tianqing Pharmaceutical Group conservatively reported 5.
65 yuan (a decrease of 59.
75%).
Changfeng Pharmaceutical and The health yuan fell by about 70%, and Sichuan Prime Pharmaceuticals, a subsidiary of Beite, made a particularly aggressive move, quoting 2.
79 yuan (a decrease of 80.
12%)
.
The compound ipratropium bromide solution for inhalation is the TOP12 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 97.
03%.
The latest winning unit price before the bid opening is 4.
929 yuan (May 17, 2021.
Japan, Heilongjiang)
.
At the time of the bidding, the highest effective declared price of the product was 4.
92 yuan, Boehringer Ingelheim reported 3.
44 yuan (a decrease of 30.
08%), Sichuan Prime Pharmaceuticals and Zhejiang Furuixi Pharmaceuticals fell by about 60%, and health yuan quoted 1.
47 Yuan (a decrease of 70.
12%), Renhe Lijian Pharmaceutical (Tianjin) as low as 0.
97 Yuan (a decrease of 80.
28%)
.
Ipratropium bromide solution for inhalation is the TOP9 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 99.
99%.
The latest winning unit price before the bid opening is 4.
368 yuan (March 19, 2021 , Shaanxi)
.
At the time of the bidding, the highest effective declared price of the product was 4.
368 yuan, Sichuan Prime Pharmaceuticals and Wuhan Xianlu Pharmaceutical Technology dropped by about 60%, and Renhe Yikang Group and Joincare Pharmaceutical Group dropped by about 70%, but the lowest The winning bid price is still less than 1 yuan (Renhe Yikang Group quoted 0.
97 yuan)
.
After Zhejiang Furuixi Pharmaceutical, Sichuan Prime Pharmaceutical and Renhe Yikang (Hebei Renhe Yikang Pharmaceutical, Renhe Lijian Pharmaceutical (Tianjin), Renhe Yikang Group) have experienced the fourth batch of national bidding , I have a lot of confidence, and the price drop this time is higher than the fourth batch.
Among them, Sichuan Prime Pharmaceuticals is determined to win budesonide suspension for inhalation and directly prescribes an 80% drop
.
In addition, it is worth mentioning that in recent years, there has been an aggressive attack on the health of inhalants.
All three products won the bid this time, with a decrease of about 70%.
Whether this price decrease will continue is worth continuing to observe
.
Domestic pharmaceutical companies are constantly innovating.
Class 1 new drugs and improved new drugs are super bright.
According to the 2020 edition of the Chinese Pharmacopoeia, inhalation preparations refer to the dissolution or dispersion of the raw materials in a suitable medium and delivery to them in the form of aerosols or vapors.
Liquid or solid preparations that exert local or systemic effects on the lungs, including inhalation aerosols, inhalation powder mists, inhalation sprays, inhalation liquid preparations, and preparations that can be converted into vapors
.
Table 2: Status of some domestically-made inhalation new drugs approved for clinical use since 2019.
Source: Mynet’s MED2.
0 Chinese drug review database is restricted by barriers such as formulation technology and patents.
At present, foreign brands in the domestic inhalation market account for a relatively large proportion.
As more and more high-end generic drugs are approved and the centralized procurement mechanism is triggered, domestic brands are expected to accelerate the replacement of original research
.
Judging from the winning bids of the fourth batch and the fifth batch of this time, it is a high probability event that the terminal sales of imported brands in China's public medical institutions will drop sharply in the future.
At the same time, the competition between domestic generic drugs is becoming more and more fierce
.
In recent years, domestic innovative pharmaceutical companies are also paying attention to the research and development of new drugs for inhalation.
Since 2019, a number of Class 1 new drugs and improved new drugs have been approved for clinical use.
Pharmaceutical companies with strong R&D capabilities such as Hengrui and Chia Tai Tianqing are competing Layout, health yuan, Sichuan Prime and other star pharmaceutical companies focusing on the inhalation field are also working silently
.
Among the new class 1 drugs, two were declared and approved for clinical use this year
.
Zhengda Tianqing’s TQC3721 suspension for inhalation is the company’s second self-developed Class 1 new drug in the respiratory field, mainly for asthma, chronic obstructive pulmonary disease, etc.
; Shanghai Kaiyi Pharmaceutical Technology’s inhalation saponin A solution is mainly effective The ingredient is Kuding Saponin A isolated from Kudingcha, which is used to treat asthma and chronic obstructive pulmonary disease
.
In terms of improved new drugs, Hengrui's hydrochloric acid (R)-ketamine nasal spray has entered Phase I clinical trials and is intended to be used for the treatment of refractory depression; the fastest-growing one is dexmedeol hydrochloride from Sichuan Prime Medical Technology Middine nasal spray, indicated for sedation of non-intubated patients and sedation of patients undergoing general anesthesia, Phase II/III is in progress; Healthyuan will have 3 modified new drugs approved for clinical use in 2020-2021, one of which It is a compound preparation
.
Sichuan Prime, a subsidiary of Better, focuses on the R&D and production of inhalation aerosols, inhalation powder mists, inhalation atomizers and nasal sprays.
The 4 inhalants that have been approved for production have all entered the country.
, The strength is extraordinary
.
At present, the inhalants declared for marketing include levalbuterol hydrochloride aerosol inhalation solution, ipratropium bromide inhalation aerosol and terbutaline sulfate aerosol inhalation solution.
The registration classification is classified into category 3 and category 4 imitation, and the product cluster is expected Add new members
.
In recent years, Joincare has also increased the development of inhalants.
The products that have been approved and reviewed include the fifth batch of three inhalants produced by the country, as well as the inhalation solution of lev-salbutamol hydrochloride, which has been declared for marketing and is under review.
The inhalation of terbutaline sulfate aerosol inhalation solution, terbutaline sulfate inhalation solution and budesonide inhalation aerosol are registered and classified as 4 types of imitations.
High-end generic drugs are expected to become a new highlight of the company's performance
.
At present, domestic pharmaceutical companies are accelerating their deployment in the inhalation market.
The two-pronged approach of "new drugs + generics" requires a long time for the development of new drugs.
High-end generic drugs can be combined with centralized procurement in this gap to complete product launches and build brand influence.
After the new drugs are launched Form a product cluster effect, and smoothly seize the high position in the market
.
Multinational pharmaceutical companies have nowhere to go? New drug import and retail channels sink or become a breakthrough
In the first half of 2021, Novartis’ indacaterol mometasone furoate inhalation powder and indacaterol mometasone furoate inhalation powder have been approved for import successively, attracting market attention
.
According to Novartis’s public information, indacaterol, mometasone furoate inhalation powder inhalation is one of its potential blockbuster drugs
.
The triple compound drug is a once-a-day fixed-dose compound product consisting of the long-acting β2 receptor agonist indacaterol, the long-acting muscarinic antagonist glycopyrrolate and the inhaled corticosteroid mometasone furoate.
It is mainly used to treat patients with uncontrolled asthma
.
It is reported that one of the reasons why the drug has attracted much attention is its special drug delivery system, which allows patients to use an inhaler to accurately self-administer
.
It is reported that the product has been approved for marketing in Japan, Canada, the European Union and other countries and regions
.
Table 3: 2020 China's public medical institutions' terminal inhalers will exceed 1 billion brands Source: Meinenet.
China's public medical institutions' terminal competition pattern.
In 2020, there will be 4 Chinese public medical institutions' terminal inhalers with over 1 billion brands, Hengrui's inhalation use Sevoflurane has become the only domestic brand on the list, and the other three are imported brands.
However, with the inclusion of budesonide suspension for inhalation into Guocai, the decline in sales of AstraZeneca is a high probability event and is not included in the list.
Will the imported brand of China take advantage of this to "seize the position"? We will wait and see
.
Multinational pharmaceutical companies have been actively working in the domestic market for many years, accumulating brand strength, and expanding the drug group.
After medical institutions are "frustrated", switching to the retail market seems to have become one of the "roads"
.
Take the former tens of billions of atorvastatin as an example.
The first batch of national procurement (4+7, alliance expansion) original research pharmaceutical companies failed to win the bid, and Pfizer’s atorvastatin tablets will be publicly established in China from 2019 to 2020.
The sales growth rate of the medical institution terminal was -1.
07% and -47.
64%, and the sales growth rate of the physical pharmacy terminal in Chinese cities was 8.
18% and 3.
75%.
In contrast, Beijing Jialin Pharmaceutical, which lost the bid in the expansion stage of the alliance, is in The three major terminals have been declining for two consecutive years, and the retail resources accumulated by the original research pharmaceutical companies in the early stage have brought it back.
.
Figure 1: Sales of inhalants that have been included in the original inhalation drug companies in China Procurement in physical pharmacies in cities in China (unit: 10,000 yuan) Source: Mynet.
com China city physical pharmacy database has included the four inhalants in China Procurement, and currently only Azerbaijan The sales of Budesonide suspension for inhalation in Chinese cities exceeded 100 million yuan in physical pharmacies in China, and it is still rising under the influence of the 2020 epidemic.
GlaxoSmithKline’s salbutamol sulfate solution for inhalation, Boehringer Ingelheim’s compound ipratropium bromide solution for inhalation and ipratropium bromide solution for inhalation are currently not considered to be a real volume in the retail market, but after the national procurement and the blessing of prescription outflow, can it usher in a new turn , It is worth continuing to observe
.
Conclusion
In recent years, the medical reform has continued to advance, and the domestic pharmaceutical market has ushered in earth-shaking changes
.
On the one hand, the state's centralized procurement with a large amount has helped "imitation instead of original research"; on the other hand, prescription outflow will expand the market for retail pharmacies
.
With the improvement of research and development capabilities, domestic pharmaceutical companies have transitioned from low-end imitations to high-end imitations in the past, and entered the field of innovative drugs; the accumulation of original research pharmaceutical companies should not be underestimated, especially the channel layout and brand maintenance, which are also worthwhile Learn from domestic pharmaceutical companies
.
The inhalation market has been reshuffled, and we will continue to observe changes in the market to welcome the arrival of the new situation
.
Source: Mi Nei.
com database
review data statistics as of June 29, if there are any errors or omissions, please correct me
.
Since June, several new products have been added to the domestic inhalation market: Novartis’s blockbuster drug indacaterol mometasone furoate inhalation powder was approved for import, and Wuhan Xianlu Pharmaceutical Technology’s ipratropium bromide solution for inhalation, Renhe Lijian Pharmaceutical (Tianjin)'s compound ipratropium bromide solution for inhalation, Zhejiang Furuixi Pharmaceutical's ipratropium bromide solution for inhalation and compound ipratropium bromide solution for inhalation, Suzhou Hongsen Pharmaceutical A total of 5 domestic new inhalants of terbutaline sulfate atomized liquid were approved for marketing
.
The fifth batch of national mining companies officially announced the winning bid recently.
After the fourth batch of catalogue included salbutamol sulfate solution for inhalation, this catalogue included 3 more inhalants.
The original research drug company was "annihilated", and the bid-winning company dropped by more than 80%.
.
With the approval of domestic inhalants and the rapid occupation of the market under the impetus of centralized procurement, how far can the original research pharmaceutical companies "dominate the screen"?
The pattern of
4 blockbuster inhalants has been reshuffled, and the domestic pharmaceutical companies’ "floor price" kicked off the original research.
Table 1 : The situation of inhalants won by the national
procurement.
Source: Shanghai Sunshine Pharmaceutical Purchasing Network, Mi Nei.
com sorted out the fourth batch of national centralized procurement Started to include inhalants.
Salbutamol sulfate solution for inhalation will rank 16th among the TOP20 end-inhalation products in China's urban public hospitals , county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) in 2020
.
The market share of the original research drug company GlaxoSmithKline is as high as 96.
48%, and the latest winning unit price before the bid opening is 4.
778 yuan (November 9, 2020, Guizhou)
.
At the time of the bidding, the highest effective declared price of the product was 4.
72 yuan, and GlaxoSmithKline reported 4.
248 yuan (a decrease of 10%).
The four domestic pharmaceutical companies that won the bid basically fell by about 50%, and the lowest winning price fell to Suzhou Hong Sen Pharmaceutical (1.
96 yuan)
.
If the fourth batch of including an inhalant is a "test of water", then the fifth batch is a "real move".
The number of products included has increased to 3, all of which are blockbuster varieties within the TOP10, and the bid-winning company has a maximum drop of 80 %.
.
.
The only similarity is that the original research pharmaceutical company has lost its bid again
.
Budesonide suspension for inhalation is the TOP1 terminal inhalation product in China's public medical institutions in 2020, with sales exceeding 5 billion yuan
.
The original research pharmaceutical company AstraZeneca has a market share of 94.
63%, and the latest winning unit price before the bid opening is 14.
036 yuan (May 17, 2021, Heilongjiang)
.
At the time of the bidding, the highest effective declaration price of the product was 14.
036 yuan, AstraZeneca reported 8.
9 yuan (a decrease of 36.
59%), and CP Tianqing Pharmaceutical Group conservatively reported 5.
65 yuan (a decrease of 59.
75%).
Changfeng Pharmaceutical and The health yuan fell by about 70%, and Sichuan Prime Pharmaceuticals, a subsidiary of Beite, made a particularly aggressive move, quoting 2.
79 yuan (a decrease of 80.
12%)
.
The compound ipratropium bromide solution for inhalation is the TOP12 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 97.
03%.
The latest winning unit price before the bid opening is 4.
929 yuan (May 17, 2021.
Japan, Heilongjiang)
.
At the time of the bidding, the highest effective declared price of the product was 4.
92 yuan, Boehringer Ingelheim reported 3.
44 yuan (a decrease of 30.
08%), Sichuan Prime Pharmaceuticals and Zhejiang Furuixi Pharmaceuticals fell by about 60%, and health yuan quoted 1.
47 Yuan (a decrease of 70.
12%), Renhe Lijian Pharmaceutical (Tianjin) as low as 0.
97 Yuan (a decrease of 80.
28%)
.
Ipratropium bromide solution for inhalation is the TOP9 terminal inhalation product in China's public medical institutions in 2020.
The original research drug company Boehringer Ingelheim has a market share of 99.
99%.
The latest winning unit price before the bid opening is 4.
368 yuan (March 19, 2021 , Shaanxi)
.
At the time of the bidding, the highest effective declared price of the product was 4.
368 yuan, Sichuan Prime Pharmaceuticals and Wuhan Xianlu Pharmaceutical Technology dropped by about 60%, and Renhe Yikang Group and Joincare Pharmaceutical Group dropped by about 70%, but the lowest The winning bid price is still less than 1 yuan (Renhe Yikang Group quoted 0.
97 yuan)
.
After Zhejiang Furuixi Pharmaceutical, Sichuan Prime Pharmaceutical and Renhe Yikang (Hebei Renhe Yikang Pharmaceutical, Renhe Lijian Pharmaceutical (Tianjin), Renhe Yikang Group) have experienced the fourth batch of national bidding , I have a lot of confidence, and the price drop this time is higher than the fourth batch.
Among them, Sichuan Prime Pharmaceuticals is determined to win budesonide suspension for inhalation and directly prescribes an 80% drop
.
In addition, it is worth mentioning that in recent years, the health of inhalants has been attacked.
All three products have won the bid this time, with a decrease of about 70%.
Whether this price decrease will continue is worth continuing to observe.
.
Domestic pharmaceutical companies are constantly innovating.
Class 1 new drugs and improved new drugs are super bright.
According to the 2020 edition of the Chinese Pharmacopoeia, inhalation preparations refer to the dissolution or dispersion of the raw materials in a suitable medium and delivery to them in the form of aerosols or vapors.
Liquid or solid preparations that exert local or systemic effects on the lungs, including inhalation aerosols, inhalation powder mists, inhalation sprays, inhalation liquid preparations, and preparations that can be converted into vapors
.
Table 2 : The status of some domestic inhalation new drugs approved for clinical trials from
2019 to the present.
Source: Meinenet MED2.
0 Chinese drug review database is
restricted by barriers such as preparation technology and patents.
At present, foreign brands in the domestic inhalation market account for a relatively large proportion.
As more and more high-end generic drugs are approved and the centralized procurement mechanism is triggered, domestic brands are expected to accelerate the replacement of original research
.
Judging from the winning bids of the fourth batch and the fifth batch of this time, it is a high probability event that the terminal sales of imported brands in China's public medical institutions will drop sharply in the future.
At the same time, the competition between domestic generic drugs is becoming more and more fierce
.
In recent years, domestic innovative pharmaceutical companies are also paying attention to the research and development of new drugs for inhalation.
Since 2019, a number of Class 1 new drugs and improved new drugs have been approved for clinical use.
Pharmaceutical companies with strong R&D capabilities such as Hengrui and Chia Tai Tianqing are competing Layout, health yuan, Sichuan Prime and other star pharmaceutical companies that focus on inhalation are also quietly working
.
Among the Class 1 new drugs, two were declared and approved for clinical use this year
.
Zhengda Tianqing’s TQC3721 suspension for inhalation is the company’s second self-developed Class 1 new drug in the respiratory field, mainly for asthma, chronic obstructive pulmonary disease, etc.
; Shanghai Kaiyi Pharmaceutical Technology’s inhalation saponin A solution is mainly effective The ingredient is Kuding Saponin A isolated from Kudingcha, which is used to treat asthma and chronic obstructive pulmonary disease
.
In terms of improved new drugs, Hengrui's hydrochloric acid (R)-ketamine nasal spray has entered Phase I clinical trials and is intended to be used for the treatment of refractory depression; the fastest-growing one is dexmedeol hydrochloride from Sichuan Prime Medical Technology Middine nasal spray, indicated for sedation of non-intubated patients and sedation of patients undergoing general anesthesia, Phase II/III is in progress; Healthyuan will have 3 modified new drugs approved for clinical use in 2020-2021, one of which It is a compound preparation
.
Sichuan Prime, a subsidiary of Better, focuses on the R&D and production of inhalation aerosols, inhalation powder mists, inhalation atomizers and nasal sprays.
The 4 inhalants that have been approved for production have all entered the country.
, The strength is extraordinary
.
At present, the inhalants declared for marketing include levalbuterol hydrochloride aerosol inhalation solution, ipratropium bromide inhalation aerosol and terbutaline sulfate aerosol inhalation solution.
The registration classification is classified into category 3 and category 4 imitation, and the product cluster is expected Add new members
.
In recent years, Joincare has also increased the development of inhalants.
The products that have been approved and reviewed include the fifth batch of three inhalants produced by the country, as well as the inhalation solution of lev-salbutamol hydrochloride, which has been declared for marketing and is under review.
The inhalation of terbutaline sulfate aerosol inhalation solution, terbutaline sulfate inhalation solution and budesonide inhalation aerosol are registered and classified as 4 types of imitations.
High-end generic drugs are expected to become a new highlight of the company's performance
.
At present, domestic pharmaceutical companies are accelerating their deployment in the inhalation market.
The two-pronged approach of "new drugs + generics" requires a long time for the development of new drugs.
High-end generic drugs can be combined with centralized procurement in this gap to complete product launches and build brand influence.
After the new drugs are launched Form a product cluster effect, and smoothly seize the high position in the market
.
Multinational pharmaceutical companies have nowhere to go? New drug imports and retail channels sink or become a breakthrough.
In the first half of 2021, Novartis’ indacaterol mometasone furoate inhalation powder and indacaterol mometasone furoate inhalation powder were successively approved for import , Attracting market attention
.
According to Novartis’s public information, indacaterol glycopyrronium bromide mometasone furoate inhalation powder is one of its potential blockbuster drugs.
.
The triple compound drug is a once-a-day fixed-dose compound product consisting of the long-acting β2 receptor agonist indacaterol, the long-acting muscarinic antagonist glycopyrrolate and the inhaled corticosteroid mometasone furoate.
It is mainly used to treat asthma patients whose symptoms are uncontrolled
.
It is reported that one of the reasons why the drug has attracted much attention is its special drug delivery system, which allows patients to use an inhaler to accurately self-administer
.
It is reported that the product has been approved for marketing in Japan, Canada, the European Union and other countries and regions
.
Table 3 : In 2020 , China's public medical institutions will have over 1 billion brands of
terminal inhalants.
Source: Mynet.
com.
China's public medical institutions' terminal competition pattern.
In
2020, there will be 4 Chinese public medical institutions with over 1 billion brands of terminal inhalants.
Hengrui's inhalation use Sevoflurane has become the only domestic brand on the list, and the other three are imported brands.
However, with the inclusion of budesonide suspension for inhalation into Guocai, the decline in sales of AstraZeneca is a high probability event and is not included in the list.
Will the imported brand of China take advantage of this to "seize the position"? We will wait and see
.
Multinational pharmaceutical companies have been actively working in the domestic market for many years, accumulating brand strength, and expanding the drug group.
After medical institutions are "frustrated", switching to the retail market seems to have become one of the "roads"
.
Take the former tens of billions of atorvastatin as an example.
The first batch of national procurement (4+7, alliance expansion) original research pharmaceutical companies failed to win the bid, and Pfizer’s atorvastatin tablets will be publicly established in China from 2019 to 2020.
The sales growth rate of the medical institution terminal was -1.
07% and -47.
64%, and the sales growth rate of the physical pharmacy terminal in Chinese cities was 8.
18% and 3.
75%.
In contrast, Beijing Jialin Pharmaceutical, which lost the bid in the expansion stage of the alliance, is in The three major terminals have been declining for two consecutive years, and the retail resources accumulated by the original research pharmaceutical companies in the early stage have regained it
.
Figure 1: Sales of inhalation original research pharmaceutical companies that have been included in the national procurement in physical pharmacies in Chinese cities (unit: ten thousand yuan)
Source: Meinenet.
com's Chinese city entity pharmacy database
has included 4 inhalants from Guocai.
At present, only AstraZeneca's budesonide suspension for inhalation has sales of more than 100 million yuan in Chinese city entity pharmacies in 2020.
Under the influence of the annual epidemic, there is still a rising trend.
GlaxoSmithKline’s salbutamol sulfate solution for inhalation, Boehringer Ingelheim’s compound ipratropium bromide solution for inhalation and ipratropium bromide solution for inhalation are currently not considered real in the retail market.
It is worth continuing to observe whether it can usher in a new turn after the country’s procurement has landed and with the outflow of prescriptions
.
Conclusion
In recent years, the medical reform has continued to advance, and the domestic pharmaceutical market has ushered in earth-shaking changes
.
On the one hand, the state's centralized procurement with a large amount has helped "imitation instead of original research"; on the other hand, the outflow of prescriptions will expand the market for retail pharmacies
.
With the improvement of research and development capabilities, domestic pharmaceutical companies have transitioned from low-end imitations to high-end imitations in the past, and entered the field of innovative drugs; the accumulation of original research pharmaceutical companies should not be underestimated, especially the channel layout and brand maintenance, which are also worthwhile Learn from domestic pharmaceutical companies
.
The inhalation market has been reshuffled, and we will continue to observe changes in the market to welcome the arrival of the new situation
.
Source: Mi Nei.
com database
review data statistics as of June 29, if there are any errors or omissions, please correct me
.