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At a press conference held by the National Health Commission on August 25, Jiang Jiandong, president of the Institute of Pharmaceutical Research of the Chinese Academy of Medical Sciences and academician of the Chinese Academy of Engineering, introduced that in 2021, a total of 47 children's drugs will be approved for marketing
.
.
Recently, the investment actions and attention related to pediatric drugs are also quite high
.
For example, Kangzhi Pharmaceutical announced on August 11 that it intends to issue shares to specific targets through simplified procedures to raise a total of no more than 297 million yuan, and the net amount of funds raised after deducting the issuance fee will be used for children's drug research and development projects; Sunflower Pharmaceutical announced on July 30 that it intends to invest 54 million yuan to establish a wholly-owned subsidiary, Beijing Sunflower Pharmaceutical Research Co.
, Ltd
.
.
For example, Kangzhi Pharmaceutical announced on August 11 that it intends to issue shares to specific targets through simplified procedures to raise a total of no more than 297 million yuan, and the net amount of funds raised after deducting the issuance fee will be used for children's drug research and development projects; Sunflower Pharmaceutical announced on July 30 that it intends to invest 54 million yuan to establish a wholly-owned subsidiary, Beijing Sunflower Pharmaceutical Research Co.
, Ltd
.
There is a great market demand for children's medicine, and it is more related to the healthy growth of the next generation in the motherland, which has far-reaching social significance
.
The author interprets the market pattern of pediatric drugs and the opportunities
it breeds from different dimensions.
.
The author interprets the market pattern of pediatric drugs and the opportunities
it breeds from different dimensions.
Anatomy of the current market situation
Tempting 100 billion market
According to data, the size of China's children's drug market will be about
200 billion yuan in 2021.
The scale of 200 billion yuan is clearer through comparison: the most concerned tumor drug market in 2021 is about 240 billion yuan (Frost & Sullivan data), the same hot rare disease market size can probably reach 60 billion to 90 billion yuan in the future (BCG data), and the OTC drug market size is about 110 billion yuan (guanyan world data).
200 billion yuan in 2021.
The scale of 200 billion yuan is clearer through comparison: the most concerned tumor drug market in 2021 is about 240 billion yuan (Frost & Sullivan data), the same hot rare disease market size can probably reach 60 billion to 90 billion yuan in the future (BCG data), and the OTC drug market size is about 110 billion yuan (guanyan world data).
However, in the pediatric drug market, many drugs are appropriate reductions for adult drugs, typical such as lung cancer treatment drugs, basically there is no special research and development for children, and the basic use of children's lung cancer patients is adult drugs
.
If you look at the size of the children's drug market, the data of Founder Securities may be of more reference significance
.
Founder Securities estimates that the size of China's children's drug market in 2020 is 94.
8 billion yuan, according to the compound growth rate of 10% of the children's drug market from 2015 to 2020, the size of the children's drug market in 2021 is about 104.
2 billion yuan
.
.
If you look at the size of the children's drug market, the data of Founder Securities may be of more reference significance
.
Founder Securities estimates that the size of China's children's drug market in 2020 is 94.
8 billion yuan, according to the compound growth rate of 10% of the children's drug market from 2015 to 2020, the size of the children's drug market in 2021 is about 104.
2 billion yuan
.
Even the scale of the children's drug market of about 100 billion yuan calculated by Founder Securities is very large, and there should be many enterprises investing and participating, but this is not the case
.
.
R&D problem solving
Pediatric medicine has always been a difficult field
for research and development.
As Jiang Jiandong said at the meeting, "The physiological state of children at different ages is relatively different, clinical trials are difficult to do, and parents do not agree
.
" ”
for research and development.
As Jiang Jiandong said at the meeting, "The physiological state of children at different ages is relatively different, clinical trials are difficult to do, and parents do not agree
.
" ”
These basic underlying logics pose great challenges
to the development of pediatric medicine.
For a single enterprise, such a challenge is basically not a good solution, and the cost of solving the problem is too large
.
The Chinese government has advantages in solving such problems, such as special financial support and inclusion in the priority approval process
.
In particular, it is worth mentioning that the National Health Commission has established the "Chinese Pediatric Population Drug Clinical Trial Collaboration Network" through the establishment of the National Children's Medical Center and the organization of 23 national pediatric related organizations, which will continue to expand in the future and is expected to gradually solve the problems
of clinical trials from the source.
to the development of pediatric medicine.
For a single enterprise, such a challenge is basically not a good solution, and the cost of solving the problem is too large
.
The Chinese government has advantages in solving such problems, such as special financial support and inclusion in the priority approval process
.
In particular, it is worth mentioning that the National Health Commission has established the "Chinese Pediatric Population Drug Clinical Trial Collaboration Network" through the establishment of the National Children's Medical Center and the organization of 23 national pediatric related organizations, which will continue to expand in the future and is expected to gradually solve the problems
of clinical trials from the source.
Low-key multinational pharmaceutical companies
From the perspective of manufacturers, it can be divided into international enterprises and domestic enterprises
.
A typical multinational enterprise such as Johnson & Johnson Medical, which has Two Market Hot Fever Drugs, including Merrill Lyn ibuprofen Suspension, Tenorin Acetaminophen Suspension Drops, and many other products; Roche has tocilizumab for the treatment of rare disease juvenile idiopathic arthritis; Sanofi has a well-known cold medicine brand good doll, and its prescription drug dopridosumab has indications for severe atopic dermatitis in adolescents aged 12 years and older; Merck's well-known prescription drug Shun ernin has indications for the prevention and long-term treatment of asthma in children aged 2 to 14 years; AstraZeneca's blockbuster product Pminex has indications for bronchial asthma for children, with its pediatric market estimated to peak at at least $5 billion in annual sales; GSK's well-known brand Fushuliang has indications for the prevention and treatment of seasonal allergic rhinitis in children over 12 years of age
.
.
A typical multinational enterprise such as Johnson & Johnson Medical, which has Two Market Hot Fever Drugs, including Merrill Lyn ibuprofen Suspension, Tenorin Acetaminophen Suspension Drops, and many other products; Roche has tocilizumab for the treatment of rare disease juvenile idiopathic arthritis; Sanofi has a well-known cold medicine brand good doll, and its prescription drug dopridosumab has indications for severe atopic dermatitis in adolescents aged 12 years and older; Merck's well-known prescription drug Shun ernin has indications for the prevention and long-term treatment of asthma in children aged 2 to 14 years; AstraZeneca's blockbuster product Pminex has indications for bronchial asthma for children, with its pediatric market estimated to peak at at least $5 billion in annual sales; GSK's well-known brand Fushuliang has indications for the prevention and treatment of seasonal allergic rhinitis in children over 12 years of age
.
From this, it can be summarized that the layout characteristics of pediatric drugs of multinational pharmaceutical companies can be summarized: 1.
The mainstream of multinational pharmaceutical companies basically no longer invests in common drugs such as colds and fevers, but has strong brand strength; 2.
More efforts are made to expand the indications for children in the field of prescription drugs, and rarely brand building in these areas, but they actually have a strong influence; 3.
The future focus is more on new areas such as rare diseases; 4.
Basically from adult medicine to children's medicine to expand, there is no focus on children's medicine and become a giant enterprise
.
The mainstream of multinational pharmaceutical companies basically no longer invests in common drugs such as colds and fevers, but has strong brand strength; 2.
More efforts are made to expand the indications for children in the field of prescription drugs, and rarely brand building in these areas, but they actually have a strong influence; 3.
The future focus is more on new areas such as rare diseases; 4.
Basically from adult medicine to children's medicine to expand, there is no focus on children's medicine and become a giant enterprise
.
Local enterprises
Among the domestic pharmaceutical companies, the largest pediatric pharmaceutical enterprise is Changchun Jinsai, and most of the 8.
198 billion yuan in operating income in 2021 is pediatric drugs
.
Kinsey's pediatric drugs are not used in the two major disease areas of breathing and digestion, and its core products are recombinant human growth hormone for childhood short stature, which extends the layout of height management, sexual development, newborns, child care, children's neuropsychiatric and other fields
.
The second place is Sunflower Pharmaceutical, sunflower pharmaceutical industry in 2021 4.
454 billion yuan of revenue should be at least half from the pediatric drug market, its main products focus on respiratory diseases, gastrointestinal system diseases and immune tonic and other mainstream areas, small sunflower brand has a strong market recognition
.
CR Sanjiu is also a giant in the field of pediatric drugs, and the Sanofi good doll brand is actually operated through CR Sanjiu, in addition to well-known brands such as 999 Aonuo vitamin mineral supplementation and 999 pediatric cold series; In the field of prescription drugs, CR Sanjiu also has recombinant human growth hormone products
.
198 billion yuan in operating income in 2021 is pediatric drugs
.
Kinsey's pediatric drugs are not used in the two major disease areas of breathing and digestion, and its core products are recombinant human growth hormone for childhood short stature, which extends the layout of height management, sexual development, newborns, child care, children's neuropsychiatric and other fields
.
The second place is Sunflower Pharmaceutical, sunflower pharmaceutical industry in 2021 4.
454 billion yuan of revenue should be at least half from the pediatric drug market, its main products focus on respiratory diseases, gastrointestinal system diseases and immune tonic and other mainstream areas, small sunflower brand has a strong market recognition
.
CR Sanjiu is also a giant in the field of pediatric drugs, and the Sanofi good doll brand is actually operated through CR Sanjiu, in addition to well-known brands such as 999 Aonuo vitamin mineral supplementation and 999 pediatric cold series; In the field of prescription drugs, CR Sanjiu also has recombinant human growth hormone products
.
In addition, domestic enterprises also include traditional representative enterprises such as Yabao Pharmaceutical, Renhe Pharmaceutical, Jianmin Group, Dyne Pharmaceutical, Hansen Pharmaceutical, Huluwa Pharmaceutical, Guizhou Sanli, and other traditional representative enterprises, as well as biopharmaceutical enterprises
such as Anke Biological, Weisheng Pharmaceutical and Aike Baifa that have newly entered the market in the past ten years.
such as Anke Biological, Weisheng Pharmaceutical and Aike Baifa that have newly entered the market in the past ten years.
It is also worth mentioning the field of children's vision protection, typical representatives such as OPCOM Vision
.
The company's operating income in 2021 is only 1.
295 billion yuan, but the net profit is as high as 555 million yuan, with a net profit margin of 42.
86%, far ahead of the net profit margin level of general drugs or medical devices
.
The market value of OPCOM as of August 26 was as high as 38.
585 billion yuan, nearly 4 times
the market value of Sunflower Pharmaceutical.
.
The company's operating income in 2021 is only 1.
295 billion yuan, but the net profit is as high as 555 million yuan, with a net profit margin of 42.
86%, far ahead of the net profit margin level of general drugs or medical devices
.
The market value of OPCOM as of August 26 was as high as 38.
585 billion yuan, nearly 4 times
the market value of Sunflower Pharmaceutical.
Summarize the characteristics of the pediatric drug layout of domestic pharmaceutical companies as follows: 1.
Focus on the mainstream areas of respiratory, digestive and immune tonics, and occupy the market by shaping brands based on products; 2.
Existing enterprises occupy the pediatric drug market and the performance continues to perform well, and the entry of biopharmaceutical companies has become a bright spot; 3.
Star companies in the field of growth hormone and vision protection are on the rise
.
Focus on the mainstream areas of respiratory, digestive and immune tonics, and occupy the market by shaping brands based on products; 2.
Existing enterprises occupy the pediatric drug market and the performance continues to perform well, and the entry of biopharmaceutical companies has become a bright spot; 3.
Star companies in the field of growth hormone and vision protection are on the rise
.
Essentials of enterprise layout
From the perspective of the types of drugs, the diseases with a high prevalence of children in China are mainly respiratory diseases and digestive system diseases, and further subdivided according to the type of disease are colds, fevers, coughs, dyspepsia (constipation, etc.
), gastroenteritis (diarrhea, etc.
), tonsillitis, bronchitis, rashes, laryngitis and pneumonia
.
Other areas such as immune supplements, myopia in children, and height disorders are also receiving more and more attention
.
), gastroenteritis (diarrhea, etc.
), tonsillitis, bronchitis, rashes, laryngitis and pneumonia
.
Other areas such as immune supplements, myopia in children, and height disorders are also receiving more and more attention
.
So, what are the opportunities and risks for enterprises that want to increase the field of pediatric drugs?
Giants are expected to be born
The underlying logic of the pediatric drug market opportunity lies in the huge Chinese market, the increasingly wealthy people's emphasis on children's health, and the government's continuous attention and investment in this field and the advantages of
the national system.
This makes it possible for companies in China and even the world to grow into a giant
in China and even the world by focusing on the field of pediatric medicine, although there are no strong independent pediatric medicine companies in the international market.
Changchun Kinsey, Sunflower Pharmaceutical, opcom vision all have such potential
.
the national system.
This makes it possible for companies in China and even the world to grow into a giant
in China and even the world by focusing on the field of pediatric medicine, although there are no strong independent pediatric medicine companies in the international market.
Changchun Kinsey, Sunflower Pharmaceutical, opcom vision all have such potential
.
Of course, focusing on pediatric medicine does not mean only doing pediatric medicine, but can expand to other fields based on the accumulated technology and resources of pediatric drugs, just like international mature pharmaceutical companies expand
from adult medicines to pediatric drugs.
Kinsey is a typical example, in addition to pediatric drugs, it has been expanding
to tumor immunology, gynecology, geriatric diseases and so on.
from adult medicines to pediatric drugs.
Kinsey is a typical example, in addition to pediatric drugs, it has been expanding
to tumor immunology, gynecology, geriatric diseases and so on.
After the wave judged the situation
In the field of common diseases such as breathing and digestion, pediatric medicine has a strong brand effect, such as the small sunflower of sunflower, the 999 of China Resources Sanjiu, and the Yi kexin of Dyne Pharmaceutical
.
This is a natural moat for businesses that already have brand and channel advantages
.
Similar products of latecomer enterprises, if there is no obvious product advantage, it is difficult to PK with existing brands: not only to seize the minds of doctors, but also to seize the minds of end consumers, and the investment is large and the effect is limited
.
For new entrants, if there is no unique product advantage, common diseases are areas
that should be avoided.
.
This is a natural moat for businesses that already have brand and channel advantages
.
Similar products of latecomer enterprises, if there is no obvious product advantage, it is difficult to PK with existing brands: not only to seize the minds of doctors, but also to seize the minds of end consumers, and the investment is large and the effect is limited
.
For new entrants, if there is no unique product advantage, common diseases are areas
that should be avoided.
Segment opportunity areas
Where are the new opportunities? The answer is segmentation
.
.
One clear opportunity is the prevention and treatment of myopia in
children.
For example, the children's orthokeratology (commonly known as OK mirror) market is still dominated by European, American, Korean and Japanese manufacturers, and the market is still growing
.
This means that there are still great opportunities for domestic substitution for enterprises like OPCOM, and the story of combining model innovation through technological breakthroughs and model innovation, from follow-up to leadership, has been staged
countless times in the Chinese market.
children.
For example, the children's orthokeratology (commonly known as OK mirror) market is still dominated by European, American, Korean and Japanese manufacturers, and the market is still growing
.
This means that there are still great opportunities for domestic substitution for enterprises like OPCOM, and the story of combining model innovation through technological breakthroughs and model innovation, from follow-up to leadership, has been staged
countless times in the Chinese market.
Children's short stature or growth disorders, rare diseases in children, and children's mental illnesses caused by various reasons are also worthy of attention
.
The former already has a kinsey success story, and the market is far from mature, with the domestic market awareness, academic promotion efforts, clinical recognition and patient consumption capacity to improve, the market still has the opportunity for
new entrants.
.
The former already has a kinsey success story, and the market is far from mature, with the domestic market awareness, academic promotion efforts, clinical recognition and patient consumption capacity to improve, the market still has the opportunity for
new entrants.
Rare diseases are the track that has attracted more attention in recent years, according to the "Zhejiang Province Rare Disease Patients Living Conditions and Disease Burden Research Project Phased Report" data released in 2021, among the 121 rare diseases in the national rare disease directory, there are many
types of rare diseases in children.
types of rare diseases in children.
In addition, there is a large number of unmet needs
in the market for childhood mental illnesses, such as autism.
in the market for childhood mental illnesses, such as autism.
R&D breakthroughs in these fields not only have a strong social effect, but also a strong economic effect
.
.
At a press conference held by the National Health Commission on August 25, Jiang Jiandong, president of the Institute of Pharmaceutical Research of the Chinese Academy of Medical Sciences and academician of the Chinese Academy of Engineering, introduced that in 2021, a total of 47 children's drugs will be approved for marketing
.
.
Recently, the investment actions and attention related to pediatric drugs are also quite high
.
For example, Kangzhi Pharmaceutical announced on August 11 that it intends to issue shares to specific targets through simplified procedures to raise a total of no more than 297 million yuan, and the net amount of funds raised after deducting the issuance fee will be used for children's drug research and development projects; Sunflower Pharmaceutical announced on July 30 that it intends to invest 54 million yuan to establish a wholly-owned subsidiary, Beijing Sunflower Pharmaceutical Research Co.
, Ltd
.
Medicine.
For example, Kangzhi Pharmaceutical announced on August 11 that it intends to issue shares to specific targets through simplified procedures to raise a total of no more than 297 million yuan, and the net amount of funds raised after deducting the issuance fee will be used for children's drug research and development projects; Sunflower Pharmaceutical announced on July 30 that it intends to invest 54 million yuan to establish a wholly-owned subsidiary, Beijing Sunflower Pharmaceutical Research Co.
, Ltd
.
There is a great market demand for children's medicine, and it is more related to the healthy growth of the next generation in the motherland, which has far-reaching social significance
.
The author interprets the market pattern of pediatric drugs and the opportunities
it breeds from different dimensions.
.
The author interprets the market pattern of pediatric drugs and the opportunities
it breeds from different dimensions.
Anatomy of the current market situation
Anatomy of the current market situation Tempting <> billion market
Tempting 100 billion market According to data, the size of China's children's drug market will be about
200 billion yuan in 2021.
The scale of 200 billion yuan is clearer through comparison: the most concerned tumor drug market in 2021 is about 240 billion yuan (Frost & Sullivan data), the same hot rare disease market size can probably reach 60 billion to 90 billion yuan in the future (BCG data), and the OTC drug market size is about 110 billion yuan (guanyan world data).
OTCOTC200 billion yuan in 2021.
The scale of 200 billion yuan is clearer through comparison: the most concerned tumor drug market in 2021 is about 240 billion yuan (Frost & Sullivan data), the same hot rare disease market size can probably reach 60 billion to 90 billion yuan in the future (BCG data), and the OTC drug market size is about 110 billion yuan (guanyan world data).
However, in the pediatric drug market, many drugs are appropriate reductions for adult drugs, typical such as lung cancer treatment drugs, basically there is no special research and development for children, and the basic use of children's lung cancer patients is adult drugs
.
If you look at the size of the children's drug market, the data of Founder Securities may be of more reference significance
.
Founder Securities estimates that the size of China's children's drug market in 2020 is 94.
8 billion yuan, according to the compound growth rate of 10% of the children's drug market from 2015 to 2020, the size of the children's drug market in 2021 is about 104.
2 billion yuan
.
.
If you look at the size of the children's drug market, the data of Founder Securities may be of more reference significance
.
Founder Securities estimates that the size of China's children's drug market in 2020 is 94.
8 billion yuan, according to the compound growth rate of 10% of the children's drug market from 2015 to 2020, the size of the children's drug market in 2021 is about 104.
2 billion yuan
.
Even the scale of the children's drug market of about 100 billion yuan calculated by Founder Securities is very large, and there should be many enterprises investing and participating, but this is not the case
.
.
R&D problem solving
R&D problem solving Pediatric medicine has always been a difficult field
for research and development.
As Jiang Jiandong said at the meeting, "The physiological state of children at different ages is relatively different, clinical trials are difficult to do, and parents do not agree
.
" ”
for research and development.
As Jiang Jiandong said at the meeting, "The physiological state of children at different ages is relatively different, clinical trials are difficult to do, and parents do not agree
.
" ”
These basic underlying logics pose great challenges
to the development of pediatric medicine.
For a single enterprise, such a challenge is basically not a good solution, and the cost of solving the problem is too large
.
The Chinese government has advantages in solving such problems, such as special financial support and inclusion in the priority approval process
.
In particular, it is worth mentioning that the National Health Commission has established the "Chinese Pediatric Population Drug Clinical Trial Collaboration Network" through the establishment of the National Children's Medical Center and the organization of 23 national pediatric related organizations, which will continue to expand in the future and is expected to gradually solve the problems
of clinical trials from the source.
to the development of pediatric medicine.
For a single enterprise, such a challenge is basically not a good solution, and the cost of solving the problem is too large
.
The Chinese government has advantages in solving such problems, such as special financial support and inclusion in the priority approval process
.
In particular, it is worth mentioning that the National Health Commission has established the "Chinese Pediatric Population Drug Clinical Trial Collaboration Network" through the establishment of the National Children's Medical Center and the organization of 23 national pediatric related organizations, which will continue to expand in the future and is expected to gradually solve the problems
of clinical trials from the source.
Low-key multinational pharmaceutical companies
Low-key multinational pharmaceutical companies From the perspective of manufacturers, it can be divided into international enterprises and domestic enterprises
.
A typical multinational enterprise such as Johnson & Johnson Medical, which has Two Market Hot Fever Drugs, including Merrill Lyn ibuprofen Suspension, Tenorin Acetaminophen Suspension Drops, and many other products; Roche has tocilizumab for the treatment of rare disease juvenile idiopathic arthritis; Sanofi has a well-known cold medicine brand good doll, and its prescription drug dopridosumab has indications for severe atopic dermatitis in adolescents aged 12 years and older; Merck's well-known prescription drug Shun ernin has indications for the prevention and long-term treatment of asthma in children aged 2 to 14 years; AstraZeneca's blockbuster product Pminex has indications for bronchial asthma for children, with its pediatric market estimated to peak at at least $5 billion in annual sales; GSK's well-known brand Fushuliang has indications for the prevention and treatment of seasonal allergic rhinitis in children over 12 years of age
.
Pharmaceuticals.
A typical multinational enterprise such as Johnson & Johnson Medical, which has Two Market Hot Fever Drugs, including Merrill Lyn ibuprofen Suspension, Tenorin Acetaminophen Suspension Drops, and many other products; Roche has tocilizumab for the treatment of rare disease juvenile idiopathic arthritis; Sanofi has a well-known cold medicine brand good doll, and its prescription drug dopridosumab has indications for severe atopic dermatitis in adolescents aged 12 years and older; Merck's well-known prescription drug Shun ernin has indications for the prevention and long-term treatment of asthma in children aged 2 to 14 years; AstraZeneca's blockbuster product Pminex has indications for bronchial asthma for children, with its pediatric market estimated to peak at at least $5 billion in annual sales; GSK's well-known brand Fushuliang has indications for the prevention and treatment of seasonal allergic rhinitis in children over 12 years of age
.
From this, it can be summarized that the layout characteristics of pediatric drugs of multinational pharmaceutical companies can be summarized: 1.
The mainstream of multinational pharmaceutical companies basically no longer invests in common drugs such as colds and fevers, but has strong brand strength; 2.
More efforts are made to expand the indications for children in the field of prescription drugs, and rarely brand building in these areas, but they actually have a strong influence; 3.
The future focus is more on new areas such as rare diseases; 4.
Basically from adult medicine to children's medicine to expand, there is no focus on children's medicine and become a giant enterprise
.
The mainstream of multinational pharmaceutical companies basically no longer invests in common drugs such as colds and fevers, but has strong brand strength; 2.
More efforts are made to expand the indications for children in the field of prescription drugs, and rarely brand building in these areas, but they actually have a strong influence; 3.
The future focus is more on new areas such as rare diseases; 4.
Basically from adult medicine to children's medicine to expand, there is no focus on children's medicine and become a giant enterprise
.
Local enterprises
Local enterprises Among the domestic pharmaceutical companies, the largest pediatric pharmaceutical enterprise is Changchun Jinsai, and most of the 8.
198 billion yuan in operating income in 2021 is pediatric drugs
.
Kinsey's pediatric drugs are not used in the two major disease areas of breathing and digestion, and its core products are recombinant human growth hormone for childhood short stature, which extends the layout of height management, sexual development, newborns, child care, children's neuropsychiatric and other fields
.
The second place is Sunflower Pharmaceutical, sunflower pharmaceutical industry in 2021 4.
454 billion yuan of revenue should be at least half from the pediatric drug market, its main products focus on respiratory diseases, gastrointestinal system diseases and immune tonic and other mainstream areas, small sunflower brand has a strong market recognition
.
CR Sanjiu is also a giant in the field of pediatric drugs, and the Sanofi good doll brand is actually operated through CR Sanjiu, in addition to well-known brands such as 999 Aonuo vitamin mineral supplementation and 999 pediatric cold series; In the field of prescription drugs, CR Sanjiu also has recombinant human growth hormone products
.
198 billion yuan in operating income in 2021 is pediatric drugs
.
Kinsey's pediatric drugs are not used in the two major disease areas of breathing and digestion, and its core products are recombinant human growth hormone for childhood short stature, which extends the layout of height management, sexual development, newborns, child care, children's neuropsychiatric and other fields
.
The second place is Sunflower Pharmaceutical, sunflower pharmaceutical industry in 2021 4.
454 billion yuan of revenue should be at least half from the pediatric drug market, its main products focus on respiratory diseases, gastrointestinal system diseases and immune tonic and other mainstream areas, small sunflower brand has a strong market recognition
.
CR Sanjiu is also a giant in the field of pediatric drugs, and the Sanofi good doll brand is actually operated through CR Sanjiu, in addition to well-known brands such as 999 Aonuo vitamin mineral supplementation and 999 pediatric cold series; In the field of prescription drugs, CR Sanjiu also has recombinant human growth hormone products
.
In addition, domestic enterprises also include traditional representative enterprises such as Yabao Pharmaceutical, Renhe Pharmaceutical, Jianmin Group, Dyne Pharmaceutical, Hansen Pharmaceutical, Huluwa Pharmaceutical, Guizhou Sanli, and other traditional representative enterprises, as well as biopharmaceutical enterprises
such as Anke Biological, Weisheng Pharmaceutical and Aike Baifa that have newly entered the market in the past ten years.
such as Anke Biological, Weisheng Pharmaceutical and Aike Baifa that have newly entered the market in the past ten years.
It is also worth mentioning the field of children's vision protection, typical representatives such as OPCOM Vision
.
The company's operating income in 2021 is only 1.
295 billion yuan, but the net profit is as high as 555 million yuan, with a net profit margin of 42.
86%, far ahead of the net profit margin level of general drugs or medical devices
.
The market value of OPCOM as of August 26 was as high as 38.
585 billion yuan, nearly 4 times
the market value of Sunflower Pharmaceutical.
Medical devices Medical devices.
The company's operating income in 2021 is only 1.
295 billion yuan, but the net profit is as high as 555 million yuan, with a net profit margin of 42.
86%, far ahead of the net profit margin level of general drugs or medical devices
.
The market value of OPCOM as of August 26 was as high as 38.
585 billion yuan, nearly 4 times
the market value of Sunflower Pharmaceutical.
Summarize the characteristics of the pediatric drug layout of domestic pharmaceutical companies as follows: 1.
Focus on the mainstream areas of respiratory, digestive and immune tonics, and occupy the market by shaping brands based on products; 2.
Existing enterprises occupy the pediatric drug market and the performance continues to perform well, and the entry of biopharmaceutical companies has become a bright spot; 3.
Star companies in the field of growth hormone and vision protection are on the rise
.
Enterprise enterpriseFocus on the mainstream areas of respiratory, digestive and immune tonics, and occupy the market by shaping brands based on products; 2.
Existing enterprises occupy the pediatric drug market and the performance continues to perform well, and the entry of biopharmaceutical companies has become a bright spot; 3.
Star companies in the field of growth hormone and vision protection are on the rise
.
Essentials of enterprise layout
Essentials of enterprise layout From the perspective of the types of drugs, the diseases with a high prevalence of children in China are mainly respiratory diseases and digestive system diseases, and further subdivided according to the type of disease are colds, fevers, coughs, dyspepsia (constipation, etc.
), gastroenteritis (diarrhea, etc.
), tonsillitis, bronchitis, rashes, laryngitis and pneumonia
.
Other areas such as immune supplements, myopia in children, and height disorders are also receiving more and more attention
.
), gastroenteritis (diarrhea, etc.
), tonsillitis, bronchitis, rashes, laryngitis and pneumonia
.
Other areas such as immune supplements, myopia in children, and height disorders are also receiving more and more attention
.
So, what are the opportunities and risks for enterprises that want to increase the field of pediatric drugs?
Giants are expected to be born
Giants are expected to be born The underlying logic of the pediatric drug market opportunity lies in the huge Chinese market, the increasingly wealthy people's emphasis on children's health, and the government's continuous attention and investment in this field and the advantages of
the national system.
This makes it possible for companies in China and even the world to grow into a giant
in China and even the world by focusing on the field of pediatric medicine, although there are no strong independent pediatric medicine companies in the international market.
Changchun Kinsey, Sunflower Pharmaceutical, opcom vision all have such potential
.
the national system.
This makes it possible for companies in China and even the world to grow into a giant
in China and even the world by focusing on the field of pediatric medicine, although there are no strong independent pediatric medicine companies in the international market.
Changchun Kinsey, Sunflower Pharmaceutical, opcom vision all have such potential
.
Of course, focusing on pediatric medicine does not mean only doing pediatric medicine, but can expand to other fields based on the accumulated technology and resources of pediatric drugs, just like international mature pharmaceutical companies expand
from adult medicines to pediatric drugs.
Kinsey is a typical example, in addition to pediatric drugs, it has been expanding
to tumor immunology, gynecology, geriatric diseases and so on.
from adult medicines to pediatric drugs.
Kinsey is a typical example, in addition to pediatric drugs, it has been expanding
to tumor immunology, gynecology, geriatric diseases and so on.
After the wave judged the situation
After the wave judged the situation In the field of common diseases such as breathing and digestion, pediatric medicine has a strong brand effect, such as the small sunflower of sunflower, the 999 of China Resources Sanjiu, and the Yi kexin of Dyne Pharmaceutical
.
This is a natural moat for businesses that already have brand and channel advantages
.
Similar products of latecomer enterprises, if there is no obvious product advantage, it is difficult to PK with existing brands: not only to seize the minds of doctors, but also to seize the minds of end consumers, and the investment is large and the effect is limited
.
For new entrants, if there is no unique product advantage, common diseases are areas
that should be avoided.
.
This is a natural moat for businesses that already have brand and channel advantages
.
Similar products of latecomer enterprises, if there is no obvious product advantage, it is difficult to PK with existing brands: not only to seize the minds of doctors, but also to seize the minds of end consumers, and the investment is large and the effect is limited
.
For new entrants, if there is no unique product advantage, common diseases are areas
that should be avoided.
Segment opportunity areas
Segment opportunity areas Where are the new opportunities? The answer is segmentation
.
.
One clear opportunity is the prevention and treatment of myopia in
children.
For example, the children's orthokeratology (commonly known as OK mirror) market is still dominated by European, American, Korean and Japanese manufacturers, and the market is still growing
.
This means that there are still great opportunities for domestic substitution for enterprises like OPCOM, and the story of combining model innovation through technological breakthroughs and model innovation, from follow-up to leadership, has been staged
countless times in the Chinese market.
children.
For example, the children's orthokeratology (commonly known as OK mirror) market is still dominated by European, American, Korean and Japanese manufacturers, and the market is still growing
.
This means that there are still great opportunities for domestic substitution for enterprises like OPCOM, and the story of combining model innovation through technological breakthroughs and model innovation, from follow-up to leadership, has been staged
countless times in the Chinese market.
Children's short stature or growth disorders, rare diseases in children, and children's mental illnesses caused by various reasons are also worthy of attention
.
The former already has a kinsey success story, and the market is far from mature, with the domestic market awareness, academic promotion efforts, clinical recognition and patient consumption capacity to improve, the market still has the opportunity for
new entrants.
.
The former already has a kinsey success story, and the market is far from mature, with the domestic market awareness, academic promotion efforts, clinical recognition and patient consumption capacity to improve, the market still has the opportunity for
new entrants.
Rare diseases are the track that has attracted more attention in recent years, according to the "Zhejiang Province Rare Disease Patients Living Conditions and Disease Burden Research Project Phased Report" data released in 2021, among the 121 rare diseases in the national rare disease directory, there are many
types of rare diseases in children.
types of rare diseases in children.
In addition, there is a large number of unmet needs
in the market for childhood mental illnesses, such as autism.
in the market for childhood mental illnesses, such as autism.
R&D breakthroughs in these fields not only have a strong social effect, but also a strong economic effect
.
.
