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Recently, it has been reported that Takeda Pharmaceutical China will merge the product lines of pantoprazole sodium enteric-coated tablets and vonora fumarate green tablets
.
It is understood that pantoprazole sodium enteric-coated tablets is a national medical insurance category B variety, which is mainly suitable for the treatment of duodenal ulcer, gastric ulcer and moderate and severe reflux esophagitis
.
At present, pantoprazole sodium APIs, enteric-coated tablets, enteric-coated capsules, injections and other dosage forms have been approved successively in China
.
Vonola fumarate tablet is a new drug in the oral preparations market for peptic ulcer, and the indication is reflux esophagitis
.
At the end of 2019, it was approved by the State Food and Drug Administration and officially launched in China in May of the following year.
Its compound patent in China will expire in 2026.
Currently, domestic companies that have entered the bureau include Shandong New Times and Sichuan Haihui
.
Regarding this production line merger, Takeda China said that the reason for the adjustment is mainly to better cope with the market environment.
It is hoped that there will be closer cooperation in this area in the future, and it will not involve too many personnel adjustments
.
It is worth noting that digestion has actually been a traditional area of strength for Takeda, which has a complete R&D pipeline, including core disease areas such as inflammatory bowel disease, celiac disease and other intestinal diseases, and gastrointestinal motility disorders
.
Therefore, the industry believes that this adjustment will be Takeda's rearrangement in its heavy digestion field
.
As far as the author understands, in fact, because the cost budget of each product line of foreign companies is looser than that of domestic pharmaceutical companies, the cost expenditure is higher
.
Therefore, in recent years, with the contraction of profit margins caused by centralized procurement, many pharmaceutical companies often take the merger of product lines as the first step in order to expand profits and reduce costs
.
For example, in 2021, AstraZeneca stated that it would merge the existing digestive and respiratory nebulization businesses from July 1 to establish the Digestive and Respiratory Nebulization Business Unit (GNR)
.
The inhalation team, formerly part of the Respiratory, Inflammation and Autoimmunity business unit, will become the Respiratory and Autoimmune Business Unit (R&I)
.
The Jixian team, which originally belonged to the Digestion and Whole Product Development Business Department, will become the Jixian Business Department
.
In fact, the digestion and respiratory business has been an important pillar of AstraZeneca's pipeline for some time.
.
Regarding this adjustment, AstraZeneca stated that it is mainly to give full play to the synergistic effect of the two mature businesses of atomization and digestion, improve the combined value of mature products, and improve productivity
.
Industry analysts believe that, on the whole, more and more imported drugs in China are facing the patent cliff, and generic drugs can quickly occupy the market through centralized procurement in the future; and there are more and more imported drugs whose patents have not expired.
Under the background of the listing of domestic drugs, the overall market share of imported drugs is gradually becoming smaller
.
Against this background, multinational pharmaceutical companies are currently intensively adjusting their structures, stripping off low-margin products, and focusing resources on core profit centers
.
Affected by this, the merger of product lines of domestic multinational pharmaceutical companies may become more and more common in the future
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
It is understood that pantoprazole sodium enteric-coated tablets is a national medical insurance category B variety, which is mainly suitable for the treatment of duodenal ulcer, gastric ulcer and moderate and severe reflux esophagitis
.
At present, pantoprazole sodium APIs, enteric-coated tablets, enteric-coated capsules, injections and other dosage forms have been approved successively in China
.
Vonola fumarate tablet is a new drug in the oral preparations market for peptic ulcer, and the indication is reflux esophagitis
.
At the end of 2019, it was approved by the State Food and Drug Administration and officially launched in China in May of the following year.
Its compound patent in China will expire in 2026.
Currently, domestic companies that have entered the bureau include Shandong New Times and Sichuan Haihui
.
Regarding this production line merger, Takeda China said that the reason for the adjustment is mainly to better cope with the market environment.
It is hoped that there will be closer cooperation in this area in the future, and it will not involve too many personnel adjustments
.
It is worth noting that digestion has actually been a traditional area of strength for Takeda, which has a complete R&D pipeline, including core disease areas such as inflammatory bowel disease, celiac disease and other intestinal diseases, and gastrointestinal motility disorders
.
Therefore, the industry believes that this adjustment will be Takeda's rearrangement in its heavy digestion field
.
As far as the author understands, in fact, because the cost budget of each product line of foreign companies is looser than that of domestic pharmaceutical companies, the cost expenditure is higher
.
Therefore, in recent years, with the contraction of profit margins caused by centralized procurement, many pharmaceutical companies often take the merger of product lines as the first step in order to expand profits and reduce costs
.
For example, in 2021, AstraZeneca stated that it would merge the existing digestive and respiratory nebulization businesses from July 1 to establish the Digestive and Respiratory Nebulization Business Unit (GNR)
.
The inhalation team, formerly part of the Respiratory, Inflammation and Autoimmunity business unit, will become the Respiratory and Autoimmune Business Unit (R&I)
.
The Jixian team, which originally belonged to the Digestion and Whole Product Development Business Department, will become the Jixian Business Department
.
In fact, the digestion and respiratory business has been an important pillar of AstraZeneca's pipeline for some time.
.
Regarding this adjustment, AstraZeneca stated that it is mainly to give full play to the synergistic effect of the two mature businesses of atomization and digestion, improve the combined value of mature products, and improve productivity
.
Industry analysts believe that, on the whole, more and more imported drugs in China are facing the patent cliff, and generic drugs can quickly occupy the market through centralized procurement in the future; and there are more and more imported drugs whose patents have not expired.
Under the background of the listing of domestic drugs, the overall market share of imported drugs is gradually becoming smaller
.
Against this background, multinational pharmaceutical companies are currently intensively adjusting their structures, stripping off low-margin products, and focusing resources on core profit centers
.
Affected by this, the merger of product lines of domestic multinational pharmaceutical companies may become more and more common in the future
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
