Focus on monitoring drug sales status and development trends

Recently, the National Health Commission’s Medical Administration and Hospital Administration issued the "Letter on Soliciting Opinions on the National Key Monitoring and Rational Use Drug Catalog Adjustment (Draft for Comment)", and the state will soon adjust the key monitoring catalog

To this end, let’s first look at the current market status of key monitored varieties for reference when adjusting the 2021 edition

01 Status

1.

On July 1, 2019, the "First Batch of National Key Monitoring and Rational Use Drugs List (Chemical Medicines and Biological Products)" was officially launched.

The 20 drug companies involved with the largest number are thymopentin (52 companies), cerebroprotein hydrolysates (injections 44 companies), vinpocetine (injections 38 companies), alprostadil (32 companies), and 20 drug injections Type accounts for a relatively large proportion

2.

On November 15, 2019, the “Notice on Further Promoting the Experience of Deepening the Reform of the Medical and Health System in Fujian Province and Sanming City” issued by the Leading Group for Deepening the Reform of the Medical and Health System of the State Council requires that all provinces shall formulate and issue provincial-level reforms before the end of December 2019.

Comparing the key monitoring and rational use catalogs of various provinces shows that all provinces except Inner Mongolia and Tibet have adopted the national version of 20 varieties.

3.

In addition to the provincial level, many prefecture-level cities have also issued local key monitoring and rational use of drugs, especially the prefecture-level cities in Jiangxi Province, such as Ji’an and Pingxiang in Jiangxi each have 43 varieties, and Jiujiang and Xinyu each have 41 varieties.

4.

Not only provinces and cities have their own catalogs, some public hospitals have also issued their own key monitoring and rational drug catalogs, such as Jiangxi Provincial Tumor Hospital, Shandong Qingdao Municipal Hospital, and the Second Hospital of Hebei Medical University.

Although the introduction of the national version has a long gestation period, the local version is not only multi-level, but also released quickly.

5.

There is no Chinese medicine in the national edition, which makes Chinese medicine companies a little relieved, but some local editions have not forgotten Chinese medicine.

02 Impact

The key monitoring of the drug catalog for rational use of drugs was born out of the long-simmering local supplementary medicine catalog.

1.
Quarterly decline

Since the first quarter of 2019, except for the only positive growth of edaravone in the second quarter of 2019, it has been declining every quarter in other periods, such as the sales growth rate of ganglioside 20mg, which has been ranked first in sales for a long time.
From -22% in 2019Q1 to -58% in 2020Q2, cinepazide maleate 80mg/2ml dropped from -21% in 2019Q1 to -89% in 2020Q2
.

2.
Annual decline

Let’s look at the comparison between the whole year of 2020 and 2018 before the publication of the catalog.
Both sales and sales have declined.
Among them, the sales and sales of cinepazide maleate 80mg/2ml have decreased respectively.
80% and 79%
.

03 2021 adjustment

The “Letter on Soliciting Opinions on the Regulations of the National Key Monitoring and Reasonable Use of Drugs Catalogue (Draft for Comment)” published on the Internet pointed out that the time for future catalogue updates and adjustments in principle should not be less than 2 years, and the number of drugs included in catalogue management is generally 30.
a
.

The drugs included in the catalogue management should be chemical drugs and biological products that have many problems with unreasonable clinical use, obviously high amounts of use, and have a greater impact on the rationality of drug use
.
Key including adjuvant, anticancer drugs, antibacterial drugs, proton pump inhibitors, glucocorticoids, parenteral nutrition drugs
.

And it has to go through four procedures: start-up adjustment, local selection and recommendation, expert summary, and announcement of the results.
The current implementation is the 2018 version, which has been more than two years
.
But in terms of time, this year's adjustment meets the requirements
.
Once included in the catalog, a sharp decline in sales will be inevitable.
Although this adjustment does not involve Chinese medicine, it is still unknown whether it will be included in the local version in the future
.

The list of drugs that focus on monitoring rational use of drugs has been institutionalized.
The implementation of the list has played an important role in improving the rationality of drug use.
Related companies should also adapt as soon as possible, despite making corresponding adjustments to their own strategies
.