The eighth batch of 42 injections is poised for 60 billion yuan The market is rising

On September 19, the official website of the State Food and Drug Administration showed that 13 injections were again reviewed/regarded as enterprises that had been evaluated
.
According to the data of Intranet, more than 260 injections have been evaluated / regarded as applicable, of which 85 injections (70 generic names) have been included in the national collection, and the impact on the injection market of 600 billion yuan has not yet been fully reflected
.
Among the evaluated injections that have not been included in the national collection, 42 (in generic terms) have met the competitive conditions of 4 or more (26 up to 5 or more), and the total terminal sales scale of China's public medical institutions will exceed 60 billion yuan in 2021, with Kelun Pharmaceutical, Beite Pharmaceutical, Yangzijiang, etc.
as the "main force"
。 600 billion yuan market warms up, injection TOP20 rose across the board As the mainstream dosage form of China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions), the sales proportion of injections (chemical drugs + biological drugs) has remained above
50% for a long time.
Affected by the epidemic in 2020, the sales scale of injections has declined, and in 2021, it will gradually warm up, and the sales scale will return to more than 600 billion yuan, an increase of 10%
year-on-year.
In recent years, the sales of terminal injections (chemical drugs + biological drugs) in China's public medical institutions (: 10,000 yuan) Source: Intranet China public medical institutions terminal competition pattern The total market share of injection TOP20 products exceeds 20%, and the growth rate of many anti-tumor and immunomodulators such as bevacizumab injection, trastuzumab for injection, doxorubicin hydrochloride liposome injection, rituximab injection, polyethylene glycolated recombinant human granulocyte stimulating factor injection has increased significantly
。 2021 China Public Medical Institutions Terminal Injections (Chemical Drugs + Biological Drugs) TOP20 Source: Intranet Database A total of 71 injections have been included in the six batches of national chemical drug collection (excluding insulin specialty) (in the generic name, Palonosetron injection is included in the fifth and seventh batches), including pantoprazole injection, omeprazole injection, meropenem injection, ceftazidine injection, iokxazel injection, cefuroxime injection, docetaxase injection, Idalaphon injection and many other clinical varieties
.
The number of injections included in the six batches of national chemical drug collection (excluding insulin special items) The number of injection varieties adopted in the first four batches of collections is not very large, and some varieties are not much lower or the market is not mature, and the sales volume does not drop but rises after the implementation of the collection, but from the fifth batch of collection, the number of injections included has increased explosively, the seventh batch of collection is basically flat, and it is expected that the market for terminal injections of China's public medical institutions will usher in a reshuffle
in 2022-2023 。 60 billion market or impact? Among the evaluated injections that were not included in the national collection, 42 (in generic terms) have met the competitive conditions of 4 (4 over-evaluated or 3 over-evaluated + 1 original research) and above, of which 26 have met the competitive conditions of
5 or more.
It is worth noting that drugs that have met the conditions are not necessarily included in the collection, such as first aid drugs such as tranexamic acid injections and furosemide injections, and shortage drugs, which are prone to insufficient supply; In addition, the production capacity of injections is affected by various factors such as process and equipment, and some injection evaluation enterprises are regarded as over-evaluated in the new classification, and have not yet been sold, and the pressure of supply after winning the bid is relatively large, which may also be a factor
that the national procurement needs to consider.
From the perspective of drug treatment categories, 42 injections cover 9 treatment categories, focusing on systemic anti-infective drugs (14 varieties) and blood and hematopoietic system drugs (9 varieties
).
According to the data of the Intranet Network, the sales scale of the terminals of the two treatment categories in China's public medical institutions in 2021 will exceed 150 billion yuan, of which the sales of injections of systemic anti-infective drugs account for nearly 80%, and the sales of injections of blood and hematopoietic system drugs account for more than 80%.

From the perspective of sales scale, the total sales scale of 42 injections in China's public medical institutions in 2021 will exceed 60 billion yuan, of which 20 injections will sell more than 1 billion yuan
per year.
Piracillin tazobactam injection leads with more than 8 billion yuan, and the products of 4 companies have been evaluated; Cefoperazone sulbactam injection is followed by sales, close to 7 billion yuan, and the number of companies that have been evaluated has reached 7
.
Injections that have not been included in the collection and meet the conditions of the number of enterprises reached 4 or more Source: Intranet database 8 injections are fiercely competitive, and Kelun, Beite, Yangzijiang, etc.
are the main force Pharmaceutical companies that have evaluated injections of 5 or more (in terms of groups) From the perspective of enterprises, among domestic pharmaceutical companies, Kelun Pharmaceutical, Beite Pharmaceutical, Yangzijiang Pharmaceutical, North China Pharmaceutical, Qilu Pharmaceutical, China Biopharmaceutical, Fosun Pharmaceutical and other enterprises The number of injectable varieties involved is 5 or more; Among multinational companies, Pfizer, Sanofi, and Mitsubishi Tanabe Pharmaceutical have a number of injections listed
.
In the past six batches of chemical drug collection, the number of injection varieties selected by Yangzijiang Pharmaceutical, Qilu Pharmaceutical, Kelun Pharmaceutical, China Biopharmaceutical and Beite Pharmaceutical was 23, 19, 16, 16 and 10 respectively
.
The number of enterprises that meet the conditions reaches 8 or more injections Source: Intranet Database From the perspective of competition, the number of enterprises that meet the conditions of cefoxitin injection, sodium valproate injection, ornidazole injection, cefoperazone sulbactam injection, enoxaparin injection, tranexamic acid injection, cefotaxime injection, somatostatin injection 8 injections meet the conditions of 8 or more
。 In the 2021 China public medical institutions terminal cephalosporin injection TOP10 generic names, cefoperazone sulbactam ranked first with a market share of 14.
43%, cefoxetin ranked eighth with a market share of 4.
70%, and cefotaxime ranked ninth
with a market share of 3.
92%.
At present, the number of enterprises that have been evaluated for cefoxitin sodium for injection has reached 9, and the number of enterprises that have been evaluated for cefoperazone sodium for injection and cefotaxime sodium for injection has reached 7
.
Among the top 10 antithrombotic injection products, enoxaparin sodium injection ranked first
with a market share of 13.
53%.
From the perspective of the competitive landscape of the product manufacturers, the original research manufacturer Sanofi dominates the market
.
The products of Dongying Tiandong Pharmaceutical, Hebei Changshan Biochemical Pharmaceutical, Shandong New Era Pharmaceutical, Nanjing Jianyou Biochemical Pharmaceutical, Tianjin Hongri Pharmaceutical, Changzhou Qianhong Biochemical Pharmaceutical, and Shenzhen Tiandao Pharmaceutical have been evaluated
.
Source: Intranet database, official website of the State Food and Drug Administration, etc.
Note: Intranet "Terminal Competition Pattern of China's Public Medical Institutions", the statistical scope is: China's urban public hospitals, county-level public hospitals, urban community centers and township health centers, excluding private hospitals, private clinics, village clinics; The above sales are calculated
based on the average retail price of the product at the terminal.
Statistics as of September 19, if there is any omission, welcome to correct! 600 billion market warming, injection TOP20 full line up tumor 60 billion market or impact? 42 injections prepare for the eighth batch of collection of drugs 8 injections are fiercely competitive, and Kelun, Beite, Yangzijiang and so on are the main pharmaceutical enterprise hospitals