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According to the National Bureau of Statistics, the number of children in my country in 2019 was about 249 million, accounting for 17.
8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
However, in the field of children's medicine alone, the market potential is huge, but it is also facing great challenges at present: one of the most prominent challenges is that the domestic companies involved in children's medicine have very limited varieties.
, It is difficult to meet the diversified clinical needs.
, It is difficult to meet the diversified clinical needs.
According to incomplete statistics, as of October 2020, there are 157,983 approvals for domestic drugs in China , and there are 2,956 approvals for children's drugs, accounting for only 1.
87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
"The emergence of this situation has a lot to do with the ecology of children's drug research and development.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
The difficulty in clinical research and development is the most direct obstacle to this situation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Chinese patent medicines are relatively more favored by the market
Two breakthrough points should be paid attention to in the development of children's medicine
At present, from the perspective of drug treatment effects, among proprietary Chinese medicines, cough and expectorant drugs account for the largest proportion, accounting for 36.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
According to data from Meinenet, in 2019, the sales of pediatric Chinese patent medicines in Chinese urban retail pharmacies exceeded 5 billion yuan.
Among the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
Among the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
So, how can the development of pediatric drugs tap the potential? Experts suggest that we must first strictly comply with regulations.
Because of the scarcity of pediatric medications, there are cases of off-label medications in clinical practice, including over-user population, over-indications, and usage and dosage issues.
Therefore, the enterprise level should combine the company's product line and department channel layout, and choose the matching product specifications and labeling drugs.
The second is innovation in taste.
For products with clear clinical value, significant curative effect, and high safety, enterprises can pay attention to the development of new dosage forms by improving compliance, overcoming swallowing obstacles, and improving taste.
This is a key innovation point to enhance children's medication compliance.
Because of the scarcity of pediatric medications, there are cases of off-label medications in clinical practice, including over-user population, over-indications, and usage and dosage issues.
Therefore, the enterprise level should combine the company's product line and department channel layout, and choose the matching product specifications and labeling drugs.
The second is innovation in taste.
For products with clear clinical value, significant curative effect, and high safety, enterprises can pay attention to the development of new dosage forms by improving compliance, overcoming swallowing obstacles, and improving taste.
This is a key innovation point to enhance children's medication compliance.
Occupy the premium track
Segmentation Opportunities Behind the Silver Economy
The liberalization of the three-child policy actually reflects another problem: the issue of pensions.
These two issues are two sides of the population issue.
China not only faces global pension problems, but also needs to solve unique pension challenges.
These two issues are two sides of the population issue.
China not only faces global pension problems, but also needs to solve unique pension challenges.
With a large number of elderly people, an increase in the social dependency ratio, and the implementation of the family planning policy for more than two decades, it is even more necessary to explore solutions for the elderly with Chinese characteristics.
The Politburo meeting emphasized that the three-child policy should be organized and implemented in accordance with the law to promote the coordination of the childbirth policy and related economic and social policies.
There are also many domestic companies that have taken a fancy to the investment opportunities of the elderly in terms of the long-term high growth of the track.
Under the new background of 260 million elderly people in China, the consumption of the elderly will become the core driving force of the entire social economy in the future, and the health needs will also increase day by day.
The Politburo meeting emphasized that the three-child policy should be organized and implemented in accordance with the law to promote the coordination of the childbirth policy and related economic and social policies.
There are also many domestic companies that have taken a fancy to the investment opportunities of the elderly in terms of the long-term high growth of the track.
Under the new background of 260 million elderly people in China, the consumption of the elderly will become the core driving force of the entire social economy in the future, and the health needs will also increase day by day.
According to statistics, the number of cancer patients in China in 2018 was 4.
285 million, the highest in the world.
At the same time, the survival rate in China in the past five years is only 40.
5%, which is far lower than the 66.
9% survival rate in the United States.
Therefore, innovative pharmaceutical companies such as BeiGene, Junshi Biologics, Nuocheng Jianhua, Fuhong Hanlius, etc.
provide Chinese patients with more new drug options for treatment, and help patients treat and manage tumor diseases, which not only improves the overall social Happiness can unleash greater potential through dual cycles at home and abroad.
285 million, the highest in the world.
At the same time, the survival rate in China in the past five years is only 40.
5%, which is far lower than the 66.
9% survival rate in the United States.
Therefore, innovative pharmaceutical companies such as BeiGene, Junshi Biologics, Nuocheng Jianhua, Fuhong Hanlius, etc.
provide Chinese patients with more new drug options for treatment, and help patients treat and manage tumor diseases, which not only improves the overall social Happiness can unleash greater potential through dual cycles at home and abroad.
In addition, hypertension, arthropathy and other elderly frequently-occurring diseases have brought a huge consumer market to pharmaceutical companies , and many traditional Chinese medicine and chemical medicine companies have taken a leading position in the market through their own competitive products.
Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
Medical Network, June 1st.
The day before Children’s Day (May 31), the Political Bureau of the CPC Central Committee held a meeting and released a heavy news: the implementation of a couple’s three-child policy and supporting measures will help improve my country's population structure, implement the national strategy to actively respond to the aging of the population, and maintain the advantages of human resources.
The day before Children’s Day (May 31), the Political Bureau of the CPC Central Committee held a meeting and released a heavy news: the implementation of a couple’s three-child policy and supporting measures will help improve my country's population structure, implement the national strategy to actively respond to the aging of the population, and maintain the advantages of human resources.
As soon as the news came out, this Children's Day "gift package" sparked heated discussions across the Internet, and Weibo quickly reached an "explosion".
The capital market also rose sharply at the same time: baby and child care and pension concept stocks rose sharply in late trading.
As of the close, Gaole shares, Yihua Health's daily limit, Jianmin Group, Gourd Baby, Poinsettia Pharmaceutical, Sunflower Pharmaceutical, Yabao Pharmaceutical and Qianyuan Pharmaceutical and other stocks rose.
In addition, David Medical and Biolight in the field of maternal and infant medical services have followed suit.
With the gradual release of the demographic policy dividend, it will deeply affect my country's medical and health related fields.
The capital market also rose sharply at the same time: baby and child care and pension concept stocks rose sharply in late trading.
As of the close, Gaole shares, Yihua Health's daily limit, Jianmin Group, Gourd Baby, Poinsettia Pharmaceutical, Sunflower Pharmaceutical, Yabao Pharmaceutical and Qianyuan Pharmaceutical and other stocks rose.
In addition, David Medical and Biolight in the field of maternal and infant medical services have followed suit.
With the gradual release of the demographic policy dividend, it will deeply affect my country's medical and health related fields.
Children's medicine market is booming
The R&D dilemma urgently needs a big breakthrough
According to the National Bureau of Statistics, the number of children in my country in 2019 was about 249 million, accounting for 17.
8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
However, in the field of children's medicine alone, the market potential is huge, but it is also facing great challenges at present: one of the most prominent challenges is that the domestic companies involved in children's medicine have very limited varieties.
, It is difficult to meet the diversified clinical needs.
, It is difficult to meet the diversified clinical needs.
According to incomplete statistics, as of October 2020, there are 157,983 approvals for domestic drugs in China , and there are 2,956 approvals for children's drugs, accounting for only 1.
87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
"The emergence of this situation has a lot to do with the ecology of children's drug research and development.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
The difficulty in clinical research and development is the most direct obstacle to this situation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Chinese patent medicines are relatively more favored by the market
Two breakthrough points should be paid attention to in the development of children's medicine
At present, from the perspective of drug treatment effects, among proprietary Chinese medicines, cough and expectorant drugs account for the largest proportion, accounting for 36.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
According to data from Meinenet, in 2019, the sales of pediatric Chinese patent medicines in Chinese urban retail pharmacies exceeded 5 billion yuan.
Among the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
Among the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
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，2018428.
5，。，540.
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5%，66.
9%。，、、、，，，。
In addition, hypertension, arthropathy and other elderly frequently-occurring diseases have brought a huge consumer market to pharmaceutical companies , and many traditional Chinese medicine and chemical medicine companies have taken a leading position in the market through their own competitive products.
Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
Medical Network, June 1st.
The day before Children’s Day (May 31), the Political Bureau of the CPC Central Committee held a meeting and released a heavy news: the implementation of a couple’s three-child policy and supporting measures will help improve my country's population structure, implement the national strategy to actively respond to the aging of the population, and maintain the advantages of human resources.
The day before Children’s Day (May 31), the Political Bureau of the CPC Central Committee held a meeting and released a heavy news: the implementation of a couple’s three-child policy and supporting measures will help improve my country's population structure, implement the national strategy to actively respond to the aging of the population, and maintain the advantages of human resources.
As soon as the news came out, this Children's Day "gift package" sparked heated discussions across the Internet, and Weibo quickly reached an "explosion".
The capital market also rose sharply at the same time: baby and child care and pension concept stocks rose sharply in late trading.
As of the close, Gaole shares, Yihua Health's daily limit, Jianmin Group, Gourd Baby, Poinsettia Pharmaceutical, Sunflower Pharmaceutical, Yabao Pharmaceutical and Qianyuan Pharmaceutical and other stocks rose.
In addition, David Medical and Biolight in the field of maternal and infant medical services have followed suit.
With the gradual release of the demographic policy dividend, it will deeply affect my country's medical and health related fields.
The capital market also rose sharply at the same time: baby and child care and pension concept stocks rose sharply in late trading.
As of the close, Gaole shares, Yihua Health's daily limit, Jianmin Group, Gourd Baby, Poinsettia Pharmaceutical, Sunflower Pharmaceutical, Yabao Pharmaceutical and Qianyuan Pharmaceutical and other stocks rose.
In addition, David Medical and Biolight in the field of maternal and infant medical services have followed suit.
With the gradual release of the demographic policy dividend, it will deeply affect my country's medical and health related fields.
Children's medicine market is booming
Children's medicine market is booming The R&D dilemma urgently needs a big breakthrough
The R&D dilemma urgently needs a big breakthrough According to the National Bureau of Statistics, the number of children in my country in 2019 was about 249 million, accounting for 17.
8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
Hospital hospital hospital8% of the total population.
With a huge population base, the prospects for the children's medicine market can be described as prosperous.
In this regard, since the liberalization of the two-child policy, the National Health Statistics Yearbook data has changed significantly: In 2017, the number of outpatient visits in general hospitals in China was 240 million, the proportion of pediatric outpatients in general outpatient visits increased from 8.
22% to 9.
89%, and the number of pediatric outpatient visits accounted for The proportion of children aged 0-14 rose from 38.
18% to 103.
74%.
The 2020 epidemic has increased personal protection measures, and pediatric outpatient clinics have declined slightly, but overall, the number of children's outpatient clinics is on the rise.
So, the opening of the three-child policy will not bring about a small childbirth? Although it remains to be seen, the liberalization of the three-child policy will inevitably lead to an increase in the market capacity of children's medicines to a certain extent.
However, in the field of children's medicine alone, the market potential is huge, but it is also facing great challenges at present: one of the most prominent challenges is that the domestic companies involved in children's medicine have very limited varieties.
, It is difficult to meet the diversified clinical needs.
, It is difficult to meet the diversified clinical needs.
According to incomplete statistics, as of October 2020, there are 157,983 approvals for domestic drugs in China , and there are 2,956 approvals for children's drugs, accounting for only 1.
87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
Medicine, medicine, medicine87%.
In terms of type, the approval documents for children's medicine are mainly Chinese patent medicines, accounting for nearly 70%.
Analyzing the clinical research data of CDE children's indications from 2013 to 2020, the number of registered children's drug clinical trials only accounted for less than 5%.
Although the country has formulated three batches of the "Recommendation List for Encouraging R&D and Application of Children's Drugs", the overall number of registrations has increased significantly, but it is still difficult to meet clinical needs.
"The emergence of this situation has a lot to do with the ecology of children's drug research and development.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
" Some people in the industry explained by taking the application of children's antibacterial drugs as an example.
The use of antibacterial drugs for children has high intensity, various types of drugs, and a high proportion of injections.
It is new and widely used.
The use of spectrum of compound preparations and third-generation cephalosporins is increasing year by year.
According to the analysis of adverse drug reaction data for children in a tertiary hospital, antibacterial drugs accounted for half of its composition, followed by vaccines, traditional Chinese medicine, respiratory system drugs, nervous system drugs, vitamins and nutritional drugs.
Clinically, more children’s preparations are urgently needed to promote Use medicines rationally.
The difficulty in clinical research and development is the most direct obstacle to this situation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Because the research and development of children's medicines is one of the areas with the largest investment, the longest time-consuming, and the most complicated clinical trials in all drug research and development, and the scope of application of children's medicines is narrow, enterprises lack motivation for continuous innovation.
Chinese patent medicines are relatively more favored by the market
Chinese patent medicines are relatively more favored by the market Two breakthrough points should be paid attention to in the development of children's medicine
Two breakthrough points should be paid attention to in the development of children's medicine At present, from the perspective of drug treatment effects, among proprietary Chinese medicines, cough and expectorant drugs account for the largest proportion, accounting for 36.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
5%; among chemical drugs, respiratory system drugs account for the largest proportion, accounting for 45.
3%.
It is worth noting that in terms of the overall domestic children's medicine market, proprietary Chinese medicines account for about 64%.
Compared with western medicine, Chinese patent medicines for pediatrics are favored because of their mildness, convenience, low price and low side effects.
Compared with chemical drugs, the performance of Chinese patent medicines for children is more prominent.
Based on this, the product development of Chinese enterprises is biased towards proprietary Chinese medicines, and the competition in the pediatric Chinese medicine market will become more intense in the future.
According to data from Meinenet, in 2019, the sales of pediatric Chinese patent medicines in Chinese urban retail pharmacies exceeded 5 billion yuan.
Among the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
Pharmacy pharmacy pharmacyAmong the TOP 20 products, 8 are exclusive.
Jinzhen Oral Liquid and Xiaoer Xiaoji Cough Oral Liquid both increased by more than 30%; Among the TOP 20 brands, 14 brands have sold more than 100 million yuan.
In terms of subcategories, pediatric antitussive and expectorant drugs are the most used, up to 9; followed by pediatric cold drugs, with 4 drugs.
In the 2019 and 2020 version of the medical insurance drug catalog adjustment plan, children's drugs are listed as a priority to be transferred into drugs, which further stimulates the enthusiasm of enterprises for research and development.
At present, many companies have increased their investment in research and development of children's medicines, and the market for hundreds of billions of children's medicines will usher in unprecedented development opportunities.
So, how can the development of pediatric drugs tap the potential? Experts suggest that we must first strictly comply with regulations.
Because of the scarcity of pediatric medications, there are cases of off-label medications in clinical practice, including over-user population, over-indications, and usage and dosage issues.
Therefore, the enterprise level should combine the company's product line and department channel layout, and choose the matching product specifications and labeling drugs.
The second is innovation in taste.
For products with clear clinical value, significant curative effect, and high safety, enterprises can pay attention to the development of new dosage forms by improving compliance, overcoming swallowing obstacles, and improving taste.
This is a key innovation point to enhance children's medication compliance.
Because of the scarcity of pediatric medications, there are cases of off-label medications in clinical practice, including over-user population, over-indications, and usage and dosage issues.
Therefore, the enterprise level should combine the company's product line and department channel layout, and choose the matching product specifications and labeling drugs.
The second is innovation in taste.
For products with clear clinical value, significant curative effect, and high safety, enterprises can pay attention to the development of new dosage forms by improving compliance, overcoming swallowing obstacles, and improving taste.
This is a key innovation point to enhance children's medication compliance.
Occupy the premium track
Occupy the premium track Segmentation Opportunities Behind the Silver Economy
Segmentation Opportunities Behind the Silver Economy The liberalization of the three-child policy actually reflects another problem: the issue of pensions.
These two issues are two sides of the population issue.
China not only faces global pension problems, but also needs to solve unique pension challenges.
These two issues are two sides of the population issue.
China not only faces global pension problems, but also needs to solve unique pension challenges.
With a large number of elderly people, an increase in the social dependency ratio, and the implementation of the family planning policy for more than two decades, it is even more necessary to explore solutions for the elderly with Chinese characteristics.
The Politburo meeting emphasized that the three-child policy should be organized and implemented in accordance with the law to promote the coordination of the childbirth policy and related economic and social policies.
There are also many domestic companies that have taken a fancy to the investment opportunities of the elderly in terms of the long-term high growth of the track.
Under the new background of 260 million elderly people in China, the consumption of the elderly will become the core driving force of the entire social economy in the future, and the health needs will also increase day by day.
The Politburo meeting emphasized that the three-child policy should be organized and implemented in accordance with the law to promote the coordination of the childbirth policy and related economic and social policies.
There are also many domestic companies that have taken a fancy to the investment opportunities of the elderly in terms of the long-term high growth of the track.
Under the new background of 260 million elderly people in China, the consumption of the elderly will become the core driving force of the entire social economy in the future, and the health needs will also increase day by day.
According to statistics, the number of cancer patients in China in 2018 was 4.
285 million, the highest in the world.
At the same time, the survival rate in China in the past five years is only 40.
5%, which is far lower than the 66.
9% survival rate in the United States.
Therefore, innovative pharmaceutical companies such as BeiGene, Junshi Biologics, Nuocheng Jianhua, Fuhong Hanlius, etc.
provide Chinese patients with more new drug options for treatment, and help patients treat and manage tumor diseases, which not only improves the overall social Happiness can unleash greater potential through dual cycles at home and abroad.
285 million, the highest in the world.
At the same time, the survival rate in China in the past five years is only 40.
5%, which is far lower than the 66.
9% survival rate in the United States.
Therefore, innovative pharmaceutical companies such as BeiGene, Junshi Biologics, Nuocheng Jianhua, Fuhong Hanlius, etc.
provide Chinese patients with more new drug options for treatment, and help patients treat and manage tumor diseases, which not only improves the overall social Happiness can unleash greater potential through dual cycles at home and abroad.
In addition, hypertension, arthropathy and other elderly frequently-occurring diseases have brought a huge consumer market to pharmaceutical companies , and many traditional Chinese medicine and chemical medicine companies have taken a leading position in the market through their own competitive products.
Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
Pharmaceutical companies Pharmaceutical pharmaceutical business enterprises Among them, the gradual increase in consumer demand for medical care has undoubtedly brought good development opportunities for the traditional Chinese medicine industry, which has the unique advantage of "preventive treatment".
Take Tongrentang as an example.
Last year, cardio-cerebral vascular products achieved revenue of 3 billion yuan.
Representative varieties include Angong Bezoar series, Tongren Bezoar Qingxin series, Tongren Dahuoluo series, etc.
, which are usually used for the common stroke coma and encephalitis of the elderly.
Stroke is silent, crooked mouth and eyes, hemiplegia, etc.
In the field of elderly medication, the barriers to entry are high and the most sought-after products are Parkinson's syndrome products.
A few companies such as Enhua Pharmaceuticals, Chengyi Pharmaceuticals, and East Asia Pharmaceuticals have set foot in this market segment to tap the potential.
