Supported by favorable policies, the enthusiasm for innovation in the traditional Chinese medicine industry continues to rise
.
With the continuous efforts of a large number of pharmaceutical companies in the innovation of traditional Chinese medicine, the research and development achievements of innovative traditional Chinese medicine drugs in China have gradually entered the stage of cashing, in addition to the approval of many new drugs for marketing, innovative drugs have also begun to help pharmaceutical companies usher in new growth in
performance.
Taking Ling Pharmaceutical as an example, it is mainly committed to the research and development, production and sales
of proprietary Chinese medicines.
Up to now, the company has a total of 13 patented new drugs, of which 8 are listed in the 2020 edition of the national medical insurance catalogue, 5 are listed in the national essential drugs list (2018 edition), and 5 are included in the expert consensus and diagnosis and treatment guidelines
.
The products cover cardiovascular and cerebrovascular, tumor, cold respiratory diseases, diabetes and its complications, nerves, urology and other six major fields
.
In the continuous creation of good news, the performance of many new Chinese medicine drugs is also growing
steadily.
Among them, Lianhua Qingxi products are the leading products of Yiling Pharmaceutical, which are mainly used for the treatment
of colds and influenza-related diseases.
In recent years, the sales of Lianhua Qingxi have maintained a high growth rate
.
From 2012 to 2019, the CAGR of revenue reached 28.
2%, and the revenue growth rate in 2020 was 150% year-on-year, and the proportion of revenue in the company increased from 18% in 2012 to 48%
in 2020.
In 2021, Lianhua Qingxi products achieved an operating income of 4.
11 billion yuan, accounting for 40.
6%
of the company's total operating income.
Yiling Pharmaceutical expects that the drug will grow to 4.
6 billion yuan in 2022, and is expected to further expand application scenarios and markets in the next three years, and the revenue growth rate is expected to be 10~15%.
The sales of three innovative patented traditional Chinese medicines, Tongxinluo capsules, Sansong Yangxin capsules and Qilang Qiangxin capsules, which are laid out by Yiling Pharmaceutical in the field of cardiovascular and cerebrovascular diseases, have also steadily increased in recent years, with compound growth rates of 9.
9%, 15.
7% and 34.
1%
on the revenue side from 2012 to 2021, respectively.
Thanks to the excellent efficacy in cardiovascular and cerebrovascular diseases, entering a number of clinical guidelines and expert consensus, the sales of the three major products still maintained a high growth rate during the epidemic, and the revenue growth rate in 2021 was 31.
5%
year-on-year.
After many years, Hansen Pharmaceutical has begun to achieve outstanding results
in innovation.
According to statistics, since 2019, Hansen has a total of 5 innovative drugs approved, of which 4 are self-developed, namely polyethylene glycol rossenatide, flumatinib, ametinib, ametinofovir and 1 is an introduced drug, namely inalizumab
.
The four self-developed innovative drugs and the company's 2014 molinenidazole sodium chloride have brought a strong driving force
for Hansen's performance growth at this stage.
According to the 2022 half-year report, the company's innovative drug revenue in the first half of the year was about 2.
321 billion yuan, a year-on-year increase of about 84.
8%, and the proportion of innovative drugs in revenue increased significantly to about 52.
3%, a new high, compared with 28.
5%
in the same period of the previous year.
According to the data of Hansen Pharmaceutical in the past three years, its innovative drug revenue has increased from 752 million yuan in H1 2020 to 2.
321 billion yuan in H1 in 2022, with a compound annual growth rate of 75.
68% during the period.
The proportion of innovative drug revenue also increased from 18.
9% to 52.
3%.
In addition, on the evening of August 1, Simcere Pharmaceutical released its interim results forecast, saying that for the six months ended June 30, 2022, the group expects to achieve revenue of about 2.
67 billion yuan to 2.
73 billion yuan, an increase of about 26% to 29%
year-on-year.
Simcere also attributed the growth mainly to the rapid increase
in sales of innovative drugs.
It is understood that its innovative drug revenue was 1.
767 billion yuan, a year-on-year increase of 44.
8%, accounting for 65.
4% of total revenue, a record high
.
In general, through continuous R&D investment, the innovation achievements of pharmaceutical companies are gradually blossoming at multiple points and ushering in new growth
in performance.
Industry analysts believe that under the background of standardized review and approval, the number of innovative Chinese medicine drugs listed on the market will grow steadily, and the long-term growth of innovative Chinese medicine drugs can be expected
.
Benefiting from this, companies with many innovative drug products are expected to usher in more growth momentum
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.
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