Exclusive products occupy half of the country's innovative drugs to storm the $40 billion market!

Recently, a number of pharmaceutical companies have successively announced their 2021 transcripts.
The net profit of Zhongsheng Pharmaceutical is expected to increase by 177% to 191%, with a maximum of 390 million yuan
.
Zhongsheng Pharmaceutical started with proprietary Chinese medicines, and continued to promote the launch of chemical drugs to strengthen the synergistic effect of key categories.
In recent years, it has invested heavily in the research and development of innovative drugs, and 6 new category 1 drugs have attracted market attention.
The company is focusing on the global $40 billion scale The drug market for nonalcoholic steatohepatitis is expected to achieve new breakthroughs
.
Large varieties lead the Chinese patent medicine market, and chemical drugs help to improve synergies Among the existing product pipelines of Zhongsheng Pharmaceutical, Chinese patent medicines are still the company's core business foundation and an important source of growth
.
According to the data of Minet.
com, in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) terminals and China's urban physical pharmacy terminals, the three major Chinese medicine varieties of Zhongsheng Pharmaceutical will be combined in 2020.
Sales exceeded 100 million yuan
.
Table 1: The specific situation of Zhongsheng Pharmaceutical’s blockbuster Chinese patent medicine Source: Minet database In other Chinese patent medicine ophthalmic drug market, the total sales of Zhongsheng Pharmaceutical’s Compound Xueshuantong in the three major terminals in 2020 will reach 860 million yuan.
The formulations involved are relatively rich, among which Fufang Xueshuantong Capsules and Fufang Xueshuantong Granules are the exclusive products of the company
.
Fufang Xueshuantong Capsule has long occupied the throne of the top 1 brand of other ophthalmic drug brands in China's public medical institutions, with a market share of 50.
09% in the first half of 2021, half of which is already in the bag
.
In addition, the non-exclusive product Fufang Xueshuantong Tablets has also overcome difficulties all the way.
In the first half of 2021, it has entered the TOP8 list of other ophthalmic drug brands in China's public medical institutions, and its market share has risen from 0.
09% in 2013 to 2.
81%
.
In the Chinese patent medicine cerebrovascular disease drug market, Naoshuantong Capsule is the exclusive product of Guangdong South China Pharmaceutical Group, a subsidiary of Zhongsheng Pharmaceutical.
In 2020, the total sales of the three major terminals will exceed 200 million yuan
.
In recent years, due to medical insurance restrictions, the sales of some traditional Chinese medicine injections in public medical institutions in China have shown a downward trend, while the sales of oral preparations in the cerebrovascular disease drug market have maintained a positive growth trend, but the competition among brands is still fierce. .
In the first half of 2021, in China's public medical institutions' terminal cerebrovascular disease medication brand list, Guangdong South China Pharmaceutical Group's Naoshuantong Capsules occupied the TOP20 with a growth rate of 14.
57%
.
In the Chinese patent medicine market for heat-clearing and detoxifying drugs, the total sales of Zhongsheng series products in the three major terminals in 2020 also exceeded 100 million yuan
.
The exclusive product, Zhongsheng Pill, has a high market position in Chinese urban physical pharmacy terminals, and is expected to rank 16th in the list of oral brands of heat-clearing and detoxifying drugs in 2021
.
Zhongsheng Pharmaceutical landed on the A-share market in 2009.
With the support of capital, it began to gradually cooperate with domestic scientific research institutes, WuXi AppTec and other enterprises to continuously strengthen the existing competitive advantages of the Chinese patent medicine business, and at the same time, deeply tap the resource potential of chemical drugs.

.
In the chemical ophthalmic drug market, Zhongsheng Pharmaceutical will have a total sales of more than 80 million yuan in the three major terminals in 2020.
The main products, azelastine hydrochloride eye drops and praprofen eye drops, are ophthalmic with unique advantages.
Anti-allergic and anti-inflammatory drugs
.
In the first half of 2021, Zhongsheng Pharmaceutical's azelastine hydrochloride eye drops ranked fourth in the list of terminal ophthalmic drug anti-congestive and anti-allergic drug brands in Chinese public medical institutions, with a growth rate of 25.
27%; while in ophthalmic drugs In the list of anti-inflammatory drug brands, Zhongsheng Pharmaceutical's Pranoprofen Eye Drops ranked TOP8 in the first half of 2021, with a double-digit growth rate
.
Zhongsheng Pharmaceutical said that these two products can be synergized with Fufang Xueshuantong series products and other chemical drug eye drop products to build a competitive barrier for the company in the ophthalmology field
.
In the chemical drug respiratory system drug market, Zhongsheng Pharmaceutical and its subsidiaries will have a combined sales of more than 50 million yuan in the three major terminals in 2020.
The main product, clemastine fumarate oral solution, is a systemic antihistamine, carboxymethyl Stan oral solution is a cough medicine.
It will expand the market together with respiratory system products such as Zhongsheng Pills, which will lay a market foundation for the company's future respiratory innovation drugs. .
R&D investment is approaching 200 million, and innovative drugs focus on conquering the $40 billion market Figure 1: Zhongsheng Pharmaceutical’s R&D investment in recent years (unit: 100 million yuan) Source: Company Annual Report It is reported that Zhongsheng Pharmaceutical has been deploying small molecule innovation since 2010 In 2015, the company began to jointly develop innovative drugs with WuXi AppTec.
The company has gradually formed a sustainable development business system with innovative drugs as the development leader, Chinese patent medicines as the business cornerstone, and chemical generic drugs as beneficial supports
.
The annual report data shows that in recent years, Zhongsheng Pharmaceutical’s R&D investment has repeatedly hit new highs.
In 2020, under the influence of the epidemic, it still invested 180 million yuan for R&D, accounting for more than 9% of the company’s operating income.
among the best
.
Up to now, Zhongsheng Pharmaceutical has deployed innovative drugs in the four major disease areas of respiratory system, ophthalmology, tumor, and NASH (non-alcoholic steatohepatitis), and 6 new class 1 drugs have entered different stages of clinical trials
.
Table 2: Zhongsheng Pharmaceutical's major new drugs under development No therapeutic drug has been approved yet, and the global NASH market is expected to reach US$35-40 billion in 2025
.
Zhongsheng Pharmaceutical has focused on 6 innovative drugs for the treatment of NASH in the liver disease R&D pipeline.
ZSP1601 tablet is the first small molecule innovative drug approved for clinical use in the treatment of NASH in China.
It has completed the phase Ib/IIa clinical trial, 2022.
It is expected to enter Phase IIb clinical trials; 3 Me too products include ZSP0678 tablets and products with R&D codes ZSYM008 and CYM001, of which ZSP0678 tablets have completed Phase I clinical trials for nonalcoholic steatohepatitis.
RAY001 and RAY002 are two new drugs under research.
It is reported that these projects act on different targets and may become the cornerstone of combined NASH treatment in the future, with huge market prospects
.
In the respiratory system R&D pipeline, ZSP1273 tablets of Zhongsheng Pharmaceutical is the only potential best-in-class drug with the same target in the world that is undergoing Phase III clinical research.
It is used for the prevention and treatment of influenza A and human avian influenza.
For the population, including pediatric patients and patients with dysphagia, Zhongsheng subsequently developed a granule dosage form, and ZSP1273 granules have now completed Phase I clinical trials
.
Since the outbreak of the epidemic, the prevention and control measures have become more and more rigorous, which has greatly reduced the occurrence and spread of influenza, but influenza A, as a long-term coexisting disease with humans, will not "disappear" from now on.
If ZSP1273 series products are successfully launched , which can provide new guarantees for clinical and public safety and health
.
Another class 1 new drug in the respiratory system R&D pipeline, ZSP1603 capsule, is the first small molecule innovative drug with the same target in China that has been approved for clinical use in the treatment of idiopathic pulmonary fibrosis (IPF)
.
At present, the domestically approved drugs for the treatment of IPF mainly include nintedanib and pirfenidone, but the products have high hepatotoxicity, high dosage, and possible photosensitivity reactions.
The effect of long-term medication and the tolerance of long-term medication are still uncertain.
ZSP1603 capsules are expected to provide more options for clinical treatment
.
In recent years, the research and development of anti-tumor Class 1 new drugs has been very hot.
Zhongsheng Pharmaceutical has also deployed two Class 1 new drugs in the tumor R&D pipeline.
ZSP1241 tablets and ZSP1602 capsules are both in Phase I clinical trials
.
At the same time, the company is developing two nano-formulations, including docetaxel polymer micelles for injection and paclitaxel polymer micelles for injection, both of which are currently undergoing Phase I clinical trials
.
In the ophthalmology research and development pipeline, ZSYM011 for the treatment of diabetic macular edema (DME) is an important layout of Zhongsheng Pharmaceutical.
The target verification of this project is relatively complete, and it can be used to treat DME orally.
It has shown good efficacy in preclinical animal models of moderate and severe DME.
, the new drug is expected to help Zhongsheng Pharmaceutical continue to stabilize the market advantage of ophthalmic drugs
.
Taking advantage of centralized procurement to ride the wind and waves, the shares of the three major products have soared Table 3: Products that have been reviewed by Zhongsheng Pharmaceutical and its subsidiaries Source: Minet.
com MED2.
0 China Drug Evaluation Database Figure 2: Zhongsheng Pharmaceutical's market share of products won by China Source of changes: Minet.
com China’s public medical institution terminal competition According to the statistics of Minet.
com, up to now, a total of 10 products of Zhongsheng Pharmaceutical and its subsidiaries have passed the consistency evaluation, of which the second, third and fourth batches of national procurement have been won.
There are 4 products in total
.
Pyrazinamide tablets, ethambutol hydrochloride tablets and isoniazid tablets belong to the anti-tuberculosis drug product group of Zhongsheng Pharmaceutical.
In the terminals of public medical institutions in China, the market share of these three products of Zhongsheng Pharmaceutical in 2018 did not exceed 5%.
%, in the first half of 2021, ethambutol hydrochloride tablets and isoniazid tablets rose to 26.
85% and 18.
70%.
It can be seen that with the help of centralized procurement, the market competitiveness of Zhongsheng Pharmaceutical's products has been improved.
The company's market competitiveness in the field of anti-tuberculosis drugs.
The market position is also gradually increasing
.
The company's cefradine capsules had a market share of less than 1% in China's public medical institutions in 2018.
After winning the second batch of national harvests, it was highly recognized by the market, and its market share rose to 16.
21% in the first half of 2021
.
According to the news, the seventh batch of national mining has begun to report the quantity, and another cephalosporin product of Zhongsheng Pharmaceutical, Cefixime Dispersible Tablets, will "take part in the war"
.
At present, the products that have been reviewed in the oral normal-release dosage form of cefixime include cefixime tablets, cefixime dispersible tablets, and cefixime capsules, involving more than 10 companies, and the competition is quite fierce
.
In the first half of 2021, in the terminals of public medical institutions in China, the leading enterprise of cefixime is Baiyunshan Pharmaceutical Factory, and the proportion of Zhongsheng Pharmaceutical is not too high
.
The centralized procurement of Chinese patent medicines has become the general trend.
The Hubei Inter-Provincial Alliance, which is known as the “unprecedented scale of centralized procurement in history”, announced the selection results earlier, with an average drop of 42.
27%, which is different from the previous rounds of national procurement of chemical drugs.
The decline is relatively mild
.
Zhongsheng Pharmaceutical mentioned in the announcement that the company's Fufang Xuesuantong series products, Naoshuantong capsules and Fufang Danshen tablets have entered the high-profile Guangdong Alliance Centralized Drug List.
And actively participate in the collection work
.
Industry insiders believe that the cost of raw materials for proprietary Chinese medicines is affected by natural factors, market price fluctuations, etc.
, and it is difficult to regulate.
The short-term price reduction is relatively mild, but in the long run, the centralized procurement of Chinese patent medicines will benefit leading Chinese patent medicine companies with high-quality resources, and the industry concentration is expected to continue to optimize
.
Zhongsheng Pharmaceutical has achieved a lot in the stage of centralized procurement of chemical medicines, and it is expected that the company will continue to be calm in the face of difficulties in the centralized procurement of Chinese patent medicines and achieve better results
.
Source: Company announcement, Minet database Note: Minet China's urban physical pharmacy terminal competition pattern database is an enlarged version of physical pharmacies covering 297 cities and above cities across the country (excluding county and rural physical pharmacies), which continuously monitors all categories.
A database of urban brick-and-mortar pharmacies
.
The above sales are calculated based on the average retail price of the product in the terminal
.