Domestically produced inhalation agent Xiongqi has reduced the price by 80% to the original research!

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 five domestically-made new inhalants of terbutaline sulfate atomized liquid were approved for marketing

The pattern of 4 blockbuster inhalants has been reshuffled, and the domestic pharmaceutical companies "floor price" kicked out the original research

Table 1: The situation of inhalants that have won bids from China

Source: Shanghai Sunshine Pharmaceutical Purchasing Net, compiled by Mi Nei Net

The national centralized procurement will be included in the fourth batch of inhalants.

If the fourth batch of including an inhalant is a "test of water", then the fifth batch is a "real move".

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 compound ipratropium bromide solution for inhalation is the TOP12 terminal inhalation product in China's public medical institutions in 2020.

Ipratropium bromide solution for inhalation is the TOP9 terminal inhalation product in China's public medical institutions in 2020.

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.

Domestic pharmaceutical companies keep innovating, class 1 new drugs and improved new drugs are super eye-catching

According to the 2020 edition of the Chinese Pharmacopoeia, inhalation preparations refer to liquid or solid preparations in which the raw material is dissolved or dispersed in a suitable medium and delivered to the lungs in the form of aerosol or vapor to exert local or systemic effects, including inhaled aerosols Agents, inhalation powder mist, inhalation spray, inhalation liquid preparations and preparations that can be converted into vapors

Table 2: Some domestic inhalation new drugs approved for clinical use since 2019

Source: Meinenet MED2.

Restricted by barriers such as preparation technology and patents, foreign brands in the domestic inhalation market currently account for a relatively large proportion.

In recent years, domestic innovative pharmaceutical companies are also paying attention to the research and development of new drugs for inhalation.

Among the Class 1 new drugs, two were declared and approved for clinical use this year

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 progress is currently the fastest progress of 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; Health Yuan has 3 improved 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.

In recent years, Joincare has also increased the development of inhalants.

At present, domestic pharmaceutical companies are accelerating their deployment in the inhalation 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's indacaterol mometasone furoate inhalation powder mist and mometasone indacaterol furoate inhalation powder mist have been approved for import, 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 inhalants exceed 1 billion brands

Source: Mi Nei.
com, China's public medical institutions terminal competition pattern

In 2020, there are 4 brands of over 1 billion terminal inhalants in public medical institutions in China.
Hengrui's sevoflurane for inhalation stands out as the only domestic brand on the list, and the remaining 3 are imported brands, but with budesonide for inhalation Suspension is included in Guocai, and AstraZeneca's sales decline is a high probability event.
Will imported brands that are not included in Guocai take advantage of this to "seize"? 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: China City Entity Pharmacy Database of Meinenet

Among the four inhalants that have been included in the National Procurement, only AstraZeneca’s budesonide suspension for inhalation has sales of more than 100 million yuan in physical pharmacies in Chinese cities, 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 counted as real high volume in the retail market, but after the country’s adoption, And with the blessing of prescription outflow, whether it can usher in a new turning point, it is worth continuing to observe
.

Concluding remarks

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 Net Database