Increased by 9.77%! Terminal drug sales of public medical institutions in China are 617.4 billion yuan

In the first half of 2021, as the domestic epidemic gradually eases, China's economy continues to recover steadily, market demand continues to rebound, and economic development is steadily improving
.
In the pharmaceutical industry, driven by policies, the pharmaceutical and health industry is undergoing profound changes: on the one hand, the state attaches importance to the pharmaceutical and health industry, encourages innovation, the aging of the population continues to deepen, and the growing health needs of the people continue to increase.
The development of the pharmaceutical industry has brought important development opportunities to pharmaceutical manufacturers
.
On the other hand, the three-medicine linkage reform is further accelerated, and industry uncertainties are still high; the state organizes centralized drug procurement to normalize, more and more drugs are included in centralized procurement, drug prices have dropped significantly, and the generic drug business is further under pressure; The payment model for disease types has continued to advance, the rational drug use monitoring and evaluation system has become more and more perfect, and the use of drugs by public medical institutions has further reduced
.
The above various factors have brought certain challenges to the development of the pharmaceutical industry
.
Under the combined effect of opportunities and challenges, the sales of terminal drugs in China's public medical institutions achieved a recovery growth in the first half of 2021, an increase of 9.
77% over the first half of 2020, with sales of 617.
4 billion yuan
.
2015-2021H1 China's public medical institutions' terminal drug sales and growth.
Source: Mynet.
com.
China's public medical institutions' terminal competition pattern.
National talks exchange products for the market.
The price and volume of nationally sourced products are double-hit, and the monitored drugs continue to fall.
The pharmaceutical industry is Highly regulated industries are relatively more affected by policies
.
The first half of 2021 is the implementation period for the first batch of 4+7 centralized procurement, the first batch of 4+7 expanded centralized procurement, the second batch, the third batch and the fourth batch of national centralized procurement.
The first three batches of four-round collection During the implementation period, the total sales of generic name varieties in China’s public medical institutions accounted for the proportion of total drug sales in the first half of 2019, down from 12.
67% in the first half of 2019 to 6.
64% in the first half of 2021, and their sales were the same as those in the first half of 2020.
The ratio has dropped by 32.
01%.
On the one hand, the successful bid price of the selected varieties has dropped sharply, resulting in a certain degree of decline in sales; on the other hand, the non-selected varieties have implemented a step-by-step price reduction, and at the same time, they are faced with the market squeeze of the selected varieties, resulting in a large sales volume.
Decline, resulting in a sharp drop in sales
.
The varieties in the national key monitoring catalogue continue to decline.
In the first half of 2021, the sales of public medical institutions in China have fallen by 38.
94% compared with the first half of 2020, and their sales proportion has also fallen from 3.
95% in the first half of 2019 to 2021.
At 0.
85% in the first half of the year, the market share continued to shrink
.
Most of these products have relatively low clinical value and will be gradually eliminated by the market in the future
.
Most of the medical insurance negotiated products are innovative drugs or exclusive products that have been newly launched in recent years with high clinical value and relatively high prices.
After the medical insurance negotiation, the price of drugs has been greatly reduced, which has greatly improved the availability of drugs and the market demand is strong.
In the first half of the year, the sales of such drugs maintained a rapid growth momentum, increasing by 29.
31% compared with the first half of 2020.
The proportion of sales also increased from 5.
73% in the first half of 2019 to 9.
29% in the first half of 2021.
, The channel for such drugs to exchange prices for the market has been opened
.
2021H1 China’s public medical institutions’ terminal sales of various types of drugs and their growth.
Note: Centrally-sourced varieties, nationally monitored products, and nationally negotiated products are all calculated based on the types that are being implemented in the first half of 2021; centrally-sourced products include the first half of 2021.
The source of the first batch to the third batch of varieties: The terminal competition pattern of China's public medical institutions on Meinenet.
Biological drugs rose by 21.
83%, and the market position continued to improve; chemical drugs and proprietary Chinese medicines recovered, but the decline in market position came from the distribution of drugs Look, in the first half of 2021, the sales of chemical drugs, proprietary Chinese medicines, and biological drugs accounted for 67.
6%, 19.
6%, and 12.
8% of the sales of Chinese public medical institutions in the first half of 2021; compared with the first half of 2020, the sales of chemical drugs and proprietary Chinese medicines The market share is showing a downward trend, the market share of biopharmaceuticals continues to rise, and the market position continues to improve
.
Chemical drugs: In the first half of 2021, the impact of the new crown epidemic will be reduced.
The market for terminal chemical drugs in public medical institutions in China is gradually recovering.
Affected by factors such as the price reduction of negotiated products and the tightening of medical insurance control fees, the sales of chemical drugs have shown a slight increase, which is 7.
53% higher than that in the first half of 2020.

.
The proportion of sales still showed a downward trend, dropping to 67.
6%
.
Chinese patent medicines: In recent years, the overall tone of the state's vigorous support for the inheritance and innovation of Chinese medicine has not changed.
The development of Chinese medicine has become a "national strategy", and a series of policies have been issued to encourage the development of Chinese medicine
.
However, the market for proprietary Chinese medicines has been sluggish in recent years.
The impact of the new crown epidemic in the first half of 2021 has gradually reduced.
The sales of proprietary Chinese medicines in China’s public medical institutions have gradually recovered.
The level of six months
.
The proportion of sales still showed a downward trend, dropping to 19.
6%
.
In the first half of 2021, the varieties of proprietary Chinese medicines have not yet been included in the scope of national centralized procurement, but in the second half of 2021, some varieties of proprietary Chinese medicines will be included in the centralized procurement of provincial alliances and implemented on the ground, which will give the sales of proprietary Chinese medicines in public medical institutions Bring a certain impact
.
Biological medicine: In recent years, the state has taken biological medicine as the main direction of strategic emerging industries, and has continued to increase policy support
.
Benefited from the support of national policies, and driven by factors such as technological innovation, the importance of enterprises and the increase of residents’ awareness of health care, China’s biopharmaceutical market has rapidly expanded.
In the first half of 2021, the sales of biopharmaceuticals in China’s public medical institutions exceeded 790.
100 million yuan, an increase of 21.
83% year-on-year, and the proportion of sales continued to rise, reaching 12.
8%.
The increase was mainly due to three aspects: First, there are 37 varieties of biological medicines listed in the national negotiation catalog, and these varieties have achieved price In recent years, there have been relatively many innovative drugs on the market in biological products, especially anti-tumor antibody drugs; the third is that biological drugs are in large market demand and relatively large amounts of drugs are used.
Category, after the reduction of the impact of the new crown epidemic, the number of outpatients and inpatients in medical institutions has increased significantly, which has released market demand
.
The four batches of centralized procurement in the first half of 2021 do not involve biological drugs.
However, with the arrival of the sixth batch of insulin special centralized procurement in the second half of 2021, the general trend of national centralized procurement of biological drugs is set, and biological drugs will be Market sales have a certain impact
.
2017-2021H1 China's public medical institutions' terminal sales of each drug type and its growth source: Mynet.
com.
China's public medical institutions' terminal competition pattern.
Urban public hospitals' sales quickly recovered, with a year-on-year increase of 12.
57%.
After China's new crown epidemic is gradually brought under control, The number of consultations in public medical institutions has increased significantly.
The number of consultations in public hospitals from January to April in 2021 has increased by 46.
8% compared with January to April 2020.
Among them, tertiary hospitals have the largest increase, reaching 63.
6%; the increase in the number of consultations makes The sales of medicines in public hospitals have also resumed growth
.
Urban public hospitals are the main channels for patients to seek medical treatment, and their medication categories are mainly therapeutic drugs for severe, serious and emergency diseases such as tumors, cardiovascular and cerebrovascular diseases, and diabetes
.
Rigid drug demand has led to rapid recovery of drug sales in urban public hospitals in the first half of 2021, with a significant year-on-year increase, which has increased by 12.
57% from the first half of 2020; the sales of county-level public hospitals have also increased compared with the first half of 2020.
An increase of 5.
65%
.
Among primary medical institutions, community health service centers (stations) are chronic disease management centers.
Chronic disease medications dominate this channel.
The further advancement of the hierarchical diagnosis and treatment system and the sinking of corporate drug sales channels have promoted community health services.
The central (station) drug market has grown.
In the first half of 2021, the sales of community health service centers (stations) drugs increased by 4.
93% compared with the first half of 2020; the drugs used in township health centers were mainly drugs for common diseases and frequently-occurring diseases.
After the outbreak of the new crown epidemic, the people have paid more attention to health and hygiene, which has reduced the number of common and frequently-occurring patients.
The number of visits in government-run township hospitals from January to April 2021 has only increased compared with January to April 2020.
8.
5%, so the sales of medicines in township hospitals did not increase significantly in the first half of 2021, and the growth rate was only 3.
46% compared with the first half of 2020
.
2021H1 China's public medical institutions’ terminal sales proportions and growth in the four major channels.
Source: Meinenet.
com.
China’s public medical institutions’ terminal competition pattern.
The era of generic drugs is coming, and innovative drugs usher in the golden period of development.
Generic drugs are in China’s public medical institutions In the first half of 2021, the increase in the number of visits in public medical institutions will increase the sales of generic drugs, which is an increase of 10.
17% compared with the first half of 2020, and its sales are about 337.
5 billion yuan
.
As generic drugs are relatively heavily affected by policies such as the control of medical expenses, the proportion of controlled drugs, and the centralized procurement of the country, the proportion of generic drug sales in the total drug sales has dropped from 68.
22% in 2020 to 68.
0 in the first half of 2021.
%, the era of meager profits in the generic drug market divided by giants has come in full swing
.
The original research drugs are mainly concentrated in the therapeutic fields of anti-tumor, digestion (diabetes), respiratory, nervous system, etc.
, and their products are all innovative therapeutic drugs in the market.
The market demand is large, and they are encouraged by policies.
In recent years, the original research The market position of medicines continues to improve; the sales of original research medicines in the first half of 2021 are about 160 billion yuan, an increase of 8.
35% compared with the first half of 2020, and its sales accounted for 31.
78% of the total drug sales in 2020.
Increased to 32.
0% in the first half of 2021
.
The proportion and growth of terminal original research drugs and generic drugs in China's public medical institutions in 2021H1 Source: Mynet.
com.
China's public medical institutions' terminal competition pattern has not met market demand.
Categories that have not met market demand and categories that have increased demand for drugs due to the increase in the number of doctors and treatments have increased significantly From the perspective of the distribution of sales of chemical drugs (including biological drugs) in each treatment category, the sales of acute and severe drugs such as anti-tumor immunomodulators and chronic disease drugs account for a higher proportion of the sales of just-needed drugs in public medical institutions
.
Judging from the year-on-year growth in the sales of chemical drugs (including biological drugs) in each treatment category in the first half of 2021, except for the decline in sales of antiparasitic drugs, insecticides and repellents, the remaining 13 treatment categories are all Showing different growth rates
.
Among them, the treatment categories with a growth rate of more than 10% are mainly derived from two types of fields: the first category is the categories where the number of patients in the market is rising but the existing drugs have not yet met the market needs, such as anti-tumor and immunomodulatory drugs, blood and Antithrombotic drugs in the hematopoietic system drugs; the other category is the categories that have increased the demand for drugs due to the decrease in the impact of the new crown epidemic and the increase in the number of medical institutions (such as respiratory system drugs, sensory system drugs, systemic hormone preparations) And dermatological drugs, etc.
), this type of category has achieved recovery growth
.
The categories with lower growth rates are mainly affected by the relevant national policies in the treatment areas: such as the main categories affected by the centralized procurement of the country are digestive system and metabolic drugs, cardiovascular system drugs, etc.
; systemic anti-infectives affected by the restricted sales of antibiotics Drugs; neurological drugs affected by the national key monitoring drug list
.
2021H1 China's public medical institutions' terminal chemical drugs (including biological drugs), the proportion and growth of each category Source: Meinenet.
China's public medical institutions' terminal competition pattern.
From the perspective of the distribution of sales of Chinese patent medicines in various therapeutic categories, it will be compared with 2020 Compared with the first half of the year, the 13 categories all showed different growth rates
.
Among them, pediatric drugs, dermatology drugs, musculoskeletal system diseases drugs and ENT drugs have increased by more than 15%
.
The growth rate of the acute and severe medication categories is relatively low, such as medications for urinary system diseases, gynecological medications, and oncology medications
.
2021H1 China's public medical institutions' terminal proprietary Chinese medicines in terms of proportion and growth of each category Source: Mynet.
com China's public medical institutions' terminal competition pattern data description: Mynet's Chinese public medical institutions' terminal competition pattern database is the exclusive realization of all terminals of China's public medical institutions (Including the four major markets of urban public hospitals, county-level public hospitals, urban community centers, and township health centers) an enlarged version of the drug sales database covering the entire category of chemical drugs and Chinese patent medicines
.