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Drugs for the treatment of diabetes are divided into oral drugs and injectable drugs, and the two most important drugs in injection drugs are insulin and GLP-1 receptor agonists
.
GLP-1 agonists also have several advantages
over insulin, including appetite control, weight loss, and cardiovascular benefits.
Today, GLP-1 has been included in multinational guidelines and has become the first-line treatment plan for diabetes, and it is very likely that it will replace insulin as the first choice
for diabetes injection treatment in the future.
In the article "Insulin Centralized Procurement Response Strategy from the Company's Perspective", which was previously published by Medical Geography Pro, the current insulin preparation market
in China was analyzed in detail.
In this article, we will take a look at the situation of GLP-1 drugs in
China.
Imported GLP-1 pattern
Imported GLP-1 patternAccording to the PDB drug comprehensive database data of China Pharmaceutical Industry Information Center, a total of 7 GLP-1 have sales data
in domestic sample pharmacies.
Among them, imported drugs include AstraZeneca's exenatide, Lilly's dulaglutide, Sanofi's risinatide and Novo Nordisk's liraglutide and semeglutized; Domestic drugs include Benalutide from Renhui Biotech and macrogol rosenadide
from Hausen.
Figure 1: Analysis of GLP-1 analogue sales growth by variety
Source: China Pharmaceutical Industry Information Center PDB Drug Comprehensive Database
From the perspective of data trends, the market size of GLP-1 drugs in China has increased year by year, and the overall market size of H1 has reached about 470 million yuan
in 2022.
Among them, exenatide is the world's first GLP-1 drug on the market, and it is also one of the first GLP-1 to enter the Chinese market, but unfortunately it has not opened the market in China, and with the increase of competitors, sales have declined
year by year.
in 2022.
Lilly's dulaglutide sales have risen rapidly in the past two years, surpassing all GLP-1 except liraglutide in 2021, accounting for about 20% of the market, and the data is still improving, and H1 has occupied nearly 30% of the market share
in 2022.
This is related to its entry into the national medical insurance negotiation directory in 2020, and sales are expected to reach a new high
under the escort of medical insurance.
Liraglutide was the world's first once-daily GLP-1, which was already long-acting
compared to exenatide twice a day.
It can be seen from the data that liraglutide has always been in the king position of the domestic GLP-1 market, accounting for 92.
2% of its sales in 2019, although it has gradually declined, it is still the best GLP-1 drug
sold in China.
There are no victorious generals in the world, and the throne of liraglutide is about to change hands
.
Since the sales of once-a-week doraglutide soared in 2019, liraglutide's share in the market has gradually decreased
.
In H1 2022, semeglutide will ride the dust, making GLP-1 appear three-legged, and it is expected that semeglutide will greatly change the domestic GLP-1 pattern
.
Among the three kings GLP-1, liraglutide and semeglutide were developed
by Novo Nordisk.
As far as the current situation is concerned, the decline in liraglutide sales is most likely due to the company's internal marketing strategy, in order to make room for new products
.
In the future, the sales of semeglutide are very likely to surpass liraglutide, and Novo Nordisk will still hold the "first position"
of GLP-1.
of GLP-1.
Progress of domestic GLP-1
Progress of domestic GLP-1From the PDB sample hospital data, the sales performance of Benalutide and polyethylene glycol rossenamide two domestic GLP-1 is not satisfactory, and it is almost crushed by imported products
.
Compared with imported drugs, benirutide needs to be injected three times a day, and it needs to be injected 5 minutes before meals, the conditions are more harsh, and the price is higher than exenatide, which is also short-acting GLP-1, resulting in poor
domestic sales.
.
Hausen Pharmaceutical's polyethylene glycol rossenadide is China's first long-acting GLP-1 drug, which only needs to be injected once a week, and the price has dropped
significantly after entering medical insurance in 2020.
Data show that in the past two years, the sales of polyethylene glycol rossenamide have been on the rise, and in the future, relying on its compliance and price advantages, polyethylene glycol rossenamide may have better development space
.
In addition, a large number of domestic companies have deployed GLP-1 drugs
.
According to the registration and declaration information in the CPM new drug R&D monitoring database of China Pharmaceutical Industry Information Center, there are 23 clinical applications for generic drugs under review and 13 clinical applications for liraglutide in China
.
Tonghua Baodong, Lianyungang Runzhong, Guangdong East Sunshine and many other companies have laid out this layout
.
.
On the one hand, because the patent period of liraglutide and exenatide is about to expire, domestic generic drug companies have made efforts, and it is expected that after the expiration of the patent period, generic drugs will be listed one after another to divide the market segmentation; On the other hand, for GLP-1 targets, many domestic pharmaceutical companies are already in the process of developing innovative drugs, such as Hengrui's Noliglutide, Innovent Biologics' IBI362 and CSPC's TG103
.
New drugs are on their way
New drugs are on their wayLast month, the CDE official website showed that Eli Lilly Pharmaceutical's GLP-1R/GIPR
The dual agonist tilbotide injection was declared for marketing in China, which is the world's first GLP-1R dual-target hypoglycemic drug, which is administered once a week and defeats semeglutide
head-to-head in large-scale phase III clinical trials.
However, tilbotide has missed the domestic GLP-1 first-mover market, and it is unknown whether it can catch up with better efficacy
.
Data show that at present, GLP-1 drugs account for 12% of the total glucose-lowering drug market in the world, North America has the highest proportion, reaching 14%, Japan and South Korea, which are also Asian countries, both account for about 5%, while in China, this proportion is only one
percent.
China's GLP-1 market space still has great potential, as more and more pharmaceutical companies deploy here, we will wait
and see whether GLP-1 can lead a new era like insulin.
%.
