Second liver market kills novice, market pattern will change? Multiple pharmaceutical companies accelerate the layout

This is a potential market segment, and the previous competition is not fierce However, from the perspective of the competitive layout of various enterprises, the market pattern is changing A group of enterprises are stepping up the layout, so how will the competition pattern change? Recently, lefuneng (common name: recombinant cytokine gene derived protein injection), the world's first biological new drug, has officially obtained the national class 1 new drug certificate and registration approval issued by the State Drug Administration A little attention to the hepatitis B drug market will notice that by 2018, CDE has passed several clinical approvals for generic drugs and original research drugs, while Zhengda Tianqing and Jiangxi Qingfeng have become beneficiaries with first mover advantages because they have passed the consistency evaluation According to the data of global data, it is estimated that by 2020, the market scale of hepatitis B drugs in China will reach 20 billion yuan, and 30 billion yuan in the long term The demand for hepatitis B drugs is still huge, and will continue to maintain a high growth trend in the future This is a potential market segment, and the previous competition is not fierce However, from the perspective of the competitive layout of various enterprises, the market pattern is changing A group of enterprises are stepping up the layout, so how will the competition pattern change? 1 The pattern will change From the perspective of drug composition, chemical drugs are the main body of liver disease treatment drug market, accounting for more than 85%; proprietary Chinese medicine accounts for less than 15%, and the proportion of the two basically remains the same At present, the domestic chemical drugs are mainly divided into two categories, one is interferon Another kind of oral drugs, at present, the commonly used nucleoside drugs in China are lamivudine, adefovir dipivoxil, entecavir, tenofovir dipivoxil, telbivudine and so on Tenofovir Dipivoxil and entecavir are recommended as the first line of hepatitis B drugs in the prevention and treatment guide, because they have better clinical response and lower drug resistance than other drugs According to the data of linghe.com, entecavir accounts for the largest market share among the products listed in China, accounting for half of the hepatitis B drugs, accounting for 52%; interferon accounts for 17%; adefovir dipivoxil accounts for 13% It is worth mentioning that tenofovir dipivoxil was included in the national medical insurance reimbursement catalog in 2017, and the hepatitis B drug market will change greatly in the future Entecavir is the fastest-growing anti hepatitis B drug in the past two years The sales volume of this drug reached 11.42 billion yuan It was brought to the Chinese market by BMS in 2005, and the trade name is "boluting" As of November 7, 2017, the market sales of entecavir were occupied by four companies, namely: BMS 48.8%, Zhengda Tianqing 37.7%, Dongrui 4.7%, guangshengtang 4.1%, and other companies share 4.7%   However, this proportion will change in the future According to insight data, at present, entecavir has five application enterprises, namely Jiangxi Qingfeng, Suzhou Dongrui, Anhui Baker, Zhengda Tianqing and Sichuan hisico At present, Runzhong of Zhengda Tianqing and Weiliqing (dispersive tablets and capsules) of Jiangxi Qingfeng have passed, which will not only occupy a larger share of the generic drug market, but also The market of entecavir in China is facing a reshuffle due to more squeeze on the share of the original research drug As of November 7, 2017, the sales volume of adefovir dipivoxil ranked third was 3.06 billion yuan, including 28.7% of GSK sales volume, 27.2% of Tianjin Pharmaceutical Research Institute, 26.7% of Zhengda Tianqing, 4.3% of guangshengtang, and 13.1% of other manufacturers In 2016, tenofovir's single and compound products accounted for 6 of the 16 categories with global sales of antiviral drugs exceeding US $1 billion, and the cumulative sales of the six categories reached US $11.1 billion in 2016 In the Chinese market, although tenofovir and entecavir are both first-line drugs, compared with the latter, their volume rate is not as fast as entecavir One of the most important reasons is that entecavir entered the 2009 version of the medical insurance catalog, while tenofovir ester only entered the medical insurance catalog in 2017 Before that, its market price was 1500 yuan per month, and after being included in the medical insurance, the price dropped to 490 yuan At present, Chengdu Beite and Zhengda Tianqing are the first drugs accepted by CDE, followed by Qilu pharmaceutical With the entry of generic drugs, the market will face huge competition and may overturn the previous market pattern It can be predicted that tenofovir axetil will occupy the market share of other drugs in the near future In the future, the market of hepatitis B drugs will mainly be between tenofovir axetil and entecavir The market pattern formed before the original research drug and generic drug will also undergo dramatic changes in the near future 2 which domestic pharmaceutical enterprises enter the bureau? Zhengda Tianqing can be said to be the top in the field of liver health in China At present, there are four products on sale, including entecavir dispersible tablets (Runzhong), adefovir dipivoxil capsules (Mingzheng), entecavir maleate tablets (Tianding), tenofovir fumarate dipivoxil tablets (Qingzhong) In 2017, the market sales of Runzhong exceeded 3 billion yuan According to the annual report of biopharmaceuticals in China, the sales volume of drugs for liver diseases is about 6.543 billion yuan, accounting for 44.2% of the group's total revenue In addition to products on sale, a new generation of antiviral drug TAF is under development, and a number of class 1.1 innovative drugs in the field of liver disease are gradually entering clinical research At the same time, the TLR7 agonist developed by Wuxi apptec is mainly used for anti-virus, such as hepatitis B and HIV Its molecular structure is similar to gs-9620 of Gilead This drug has recently authorized Johnson & Johnson International Development Right license Fujian guangshengtang is also a very competitive enterprise At present, its products on sale include adefovir dipivoxil tablets (agandine), lamivudine tablets (agandine), entecavir capsules (agandine) and tenofovir dipivoxil fumarate capsules (agandine) The sales revenue of four products is RMB 296 million, of which the sales revenue of enganding is RMB 214 million, accounting for 72.34% of the company's operating revenue Due to the production approval document obtained in May 2017, fuganding was listed and sold in July, realizing the sales of RMB 9.2176 million It is expected that fuganding's large-scale contribution to the performance will be reflected in 2018 and become the company's new main sales product Two global first-class new drugs (gst-hg131, gst-hg141) have been jointly developed by guangshengtang and yaomingkant, aiming to combine with the current products for synergism At present, the two dosage forms declared by Jiangxi Qingfeng Pharmaceutical Co., Ltd have passed the consistency evaluation The products on sale include entecavir capsule and entecavir dispersible tablet (veliqin) Its performance in the previous market was not satisfactory, but relying on the first mover advantage of consistency evaluation, it can occupy a place in the market in the future, but because of its single variety, this possibility needs to be discounted Qilu pharmaceutical, Chengdu Beite, Anhui Baker, etc., which are also unlisted companies with Qingfeng pharmaceutical, also have drugs reviewed in CDE, and have passed the varieties As a non listed company, there is a great pressure to compete with the listed companies, and these companies can use the drugs that have passed the consistency evaluation to seize the market opportunity and gain market share.