The 100 billion market is reshuffled, and Yangzijiang grabs food with 4 new drugs of 1 class

Recently, the CDE official website news, Yangtze River Pharmaceutical Group wholly-owned subsidiary Shanghai Haiyan Pharmaceutical Technology Co.
, Ltd.
Class 1 new drug YZJ-4729 tartrate injection was approved clinically, will help the company strengthen its leadership position
in the nervous system drug market.
According to Intranet data, since 2018, Yangtze River Pharmaceutical Group has dominated the nervous system drug market
in China's public medical institutions.
The 2022 medical insurance negotiations are imminent, and the company's dexmedetomidine hydrochloride sodium chloride injection has passed the formal review, and if it is successfully "insured", it is expected to become the company's new blockbuster product
.
100 billion market reshuffle, Yangzijiang with 4 new drugs 1 class of new drugs to grab food Mi intranet data show that in 2021, the three major terminal 6 major markets (statistical scope see the end of the article) nervous system drugs (chemical drugs + biological drugs) market size has exceeded 110 billion yuan
.
After six batches of seven rounds of national procurement (excluding insulin specialization), 38 nervous system drugs (according to product name) have been significantly reduced in price to make room
for the market.
Medical insurance negotiations have also entered the normalization stage of "annual adjustment", and a number of innovative drugs of the nervous system have successfully entered medical insurance earlier, achieving rapid take-off, and the 100 billion market is accelerating the reshuffle
.
The nervous system drug market is one of the fist areas of Yangtze River Pharmaceutical Group, and the company has a leading advantage in multiple segments
.
As the leading pharmaceutical company in China, the research and development strength of Yangzijiang Pharmaceutical Group ranks in the forefront of the industry, the systemic anti-infection class 1 new drug for injection of levonidazole ester phosphate disodium has been approved for listing in 2021, and there are more than ten new drugs in the company's layout, of which the 1 class of new drugs that have been approved clinically, nervous system drugs account for 4
。 Figure 1: Yangtze River Pharmaceutical Group approved clinical nervous system drug class 1 new drug Source: Intranet New Database The newly approved clinical YZJ-4729 tartrate injection is a G-protein biased μ opioid receptor (MOR) agonist that selectively activates the G protein pathway to exert potent analgesic effects while avoiding activating the β-arresti-2 pathway to alleviate opioid adverse reactions
such as respiratory depression and gastrointestinal dysfunction 。 At present, only one biased μ-opioid agonist has been approved for marketing worldwide, and Osperidine fumarate injection is used to treat acute severe pain
in adults who require intravenous opioids and are poorly controlled by alternative therapies.
In vitro tests have shown that YZJ-4729 has a higher bias than the US marketed oselidine, and the pharmacokinetic properties and blood-brain barrier permeability are better, and the selectivity of other opioid receptors is also better; In vivo, dose-dependent potent analgesic effects
are exhibited in different animal pain models.
In terms of safety, the respiratory depression and constipation side effects of YZJ-4729 are much weaker than morphine / morphine, and significantly better than osperidine ; The new drug has no obvious toxicity to the cardiovascular system, respiratory system, central nervous system, high dosage tolerance in animals, good safety, and is expected to become a new opioid, biased MOR agonist for the treatment of moderate, severe pain and postoperative pain, which is the best-in-class best
.
Yangtze River in the field of analgesia has been approved clinical class 1 new drugs also YZJ-1495 hydrochloride capsules and YR-1702 injection, two new drugs have now entered the phase I clinic, the progress is smooth
.
The YZJ-1139 tablets for the treatment of insomnia were approved for clinical trials earlier, and have now entered the phase III clinical stage, which is the company's current rapid progress of Class 1 new drugs
.
According to the data, YZJ-1139 tablets is a dual antagonist of orexin receptor OX1/OX2, which improves sleep
by suppressing orexin receptors.
Many current approved drugs (including benzodiazepines?) Drugs, daridorexant, suvorexant, trazodone) can be effectively used in the acute treatment of insomnia, but due to efficacy and safety issues, there are still significant unmet clinical needs
in the field of insomnia treatment.
YZJ-1139 tablets have the advantages of rapid absorption, rapid onset, short sleep latency, early induction into sleep state, no drug accumulation residue, weak residual effect of the next day, etc.
If it can be successfully approved, it will bring new treatment options
for insomnia patients 。 For four consecutive years, the leading throne, 3 major explosive product sales are eye-catching Figure 2: Yangtze River Pharmaceutical Group's nervous system drug sales (: 10,000 yuan) Source: Intranet China's public medical institutions terminal competition pattern Mi Intranet data shows that since 2018, Yangtze River Pharmaceutical Group has firmly occupied the top 1 enterprise of terminal nervous system drugs in China's public medical institutions Throne, sales have double-digit growth every year, and the company's share of the large market has soared from about 3% in 2013 to more than 11% in 2021, and the market share of TOP2 companies is only 6%, and the company's leading advantage is very obvious
.
Yangtze River Pharmaceutical Group's Dizoxin injection has always been the top 1 brand in China's public medical institution terminal painkiller market, and sales have continued to rise in
recent years.
The company's dexmedetomidine hydrochloride injection was approved in 2018, 4+7 pilot and alliance expansion stage only Yangtze River 1 is regarded as over-evaluated, after winning the bid to quickly seize the market, in 2020 to become China's public medical institutions terminal mental tranquilizer market TOP1 brand, 2021 continues to occupy the top spot
.
Dacronine hydrochloride glue is an exclusive product of Yangtze River, is a local anesthetic, indications for laryngeal anesthesia and lubrication during upper gastrointestinal endoscopy, while removing foam in the cavity, so that the field of vision is clear
.
The product entered the national medical insurance directory since 2017, sales began to rise rapidly, and in 2018, it won the TOP1 brand in the terminal local anesthetics market of public medical institutions in China, and then was surpassed by AstraZeneca's ropivacaine hydrochloride injection, and became the champion brand
again in 2021 。 In recent years, Yangzijiang Pharmaceutical Group and its subsidiaries have continuously increased the research and development of nervous system drugs, in addition to the advantages of pain relief, mental stability, local anesthesia, but also expanded to other sub-categories, build a strong product matrix of the nervous system, and continuously enhance the company's leading position
.
Table 1: Similar drugs for nervous system drugs approved for listing by Yangzijiang Pharmaceutical Group and its subsidiaries since 2018 Source: MED2.
0 China Drug Review Database The company won the nanobuphine hydrochloride injection in 2021, breaking the situation
that Renfu Pharmaceutical had previously monopolized the market.
Nabuphine hydrochloride injection is the top 11 products of terminal painkillers in public medical institutions in China in 2021, with sales of more than 300 million yuan
.
Thanks to the help of national collection, the company's spiritual tranquilizer dexmedetomidine hydrochloride injection has grown into a blockbuster product, and aripiprazole oral collapse tablets and lurasidone hydrochloride tablets have also successfully won the bid for the seventh batch of national procurement, which will be implemented in November this year, and is expected to usher in rapid release
.
Dexmedetomidine hydrochloride sodium chloride injection is expected to pass the new medical insurance in 2022, and the product has passed the formal review and is an off-list condition 1 (that is, a new generic name drug approved between January 1, 2017 and June 30, 2022
).
After the general anesthetic propofol medium / long chain fat emulsion injection won the bid for the fourth batch of national harvesting, sales began to grow rapidly, and in 2021, in the terminal of China's public medical institutions, Yangtze River Pharmaceutical Group has achieved sales of nearly 50 million yuan, with a market share of more than 3%.

The anti-epileptic drug levetiracetam is a terminal of more than 1 billion varieties in public medical institutions in China, and tablets and injections together account for 95% of the share
.
Idalaphon is more than 800 million varieties of other nervous system drugs, of which Idalafone injection has also passed the 2022 medical insurance review, which is an off-list condition 2, and the new indication is expected to be "insured"
。 Table 2: Similar drugs for nervous system drugs declared and listed by Yangzijiang Pharmaceutical Group and its subsidiaries since 2018 Source: MED2.
0 China Drug Review Database There are currently 5 neurological drugs under review by Yangzijiang Pharmaceutical Group and its subsidiaries, the anti-epileptic drug Lacosamine syrup is expected to hit the first imitation in China, and Prapexole hydrochloride extended-release tablets are expected to become the company's first approved products
in the antiparkinson's disease drug market 。 In recent years, with the awakening of patient awareness, the market size of anti-Parkinson's disease drugs has been rising, and intranet data shows that in 2021, the sales of terminal anti-Parkinson's disease drugs in China's public medical institutions will exceed 2.
4 billion yuan, and pramipexole is the TOP2 variety
.
Conclusion With the help of collection and medical insurance, Yangzijiang Pharmaceutical Group has achieved rapid take-off in the nervous system drug market, and in recent years, blockbuster generic drugs have been continuously increased, further expanding the company's product line and consolidating the company's market leadership position
.
At present, the company's new drug of nervous system class 1 is stepping up research and development, which will lead the company into a new era of innovation pilotage in the
future.
Source: Intranet database Note: Intranet "China's three major terminals 6 major market competition pattern", the statistical scope is: urban public hospitals and county-level public hospitals, urban community centers and township health centers, urban physical pharmacies and online pharmacies, excluding private hospitals, private clinics, village clinics, excluding county and rural pharmacies; The above sales are calculated
based on the average retail price of the product at the terminal.
Statistics as of September 26, if there are any errors and omissions, welcome to correct
.