The market is heading towards 70 billion!

The special collection of insulins conducted a few days ago covers 16 common name varieties of clinically commonly used second- and third-generation insulins
.
The average price of the products to be selected will be reduced by 48%, which is expected to save 9 billion yuan each year
.
The prevalence of diabetes in China continues to rise
.
According to the new epidemiological survey data, the prevalence of diabetes in China is as high as 12.
8%, and there are at least 130 million diabetic patients nationwide, and more than 30% of them are in the pre-diabetes stage
.
The diabetic population is larger than we thought
.
How big is the market? The global market exceeds 100 billion U.
S.
dollars and the domestic market is nearly 70 billion.
At present, there are about 700 million people with diabetes in the world, and the diabetes medication market exceeds 100 billion U.
S.
dollars.
The compound annual growth rate from 2016 to 2020 is close to 10%
.
According to Clarivate Analytics (November 29, 2021), global diabetes medications involve 1,026 companies/institutions, with 1,257 active drugs, 169 varieties have been marketed, 12 registrations have been completed, and 15 are in the pre-registration stage There are 43 items in the phase III clinical trial phase and 98 items in the phase II clinical trial phase
.
There are more than 130 million cases of diabetes in China, and the market for diabetes medicines is nearly 70 billion yuan.
The 2016-2020 compound annual growth rate is similar to that of the world
.
Insulin aspart 30 injection takes the lead.
According to data from Menet.
com, in 2020, the total sales of domestic diabetes medicines, chemical medicines and Chinese patent medicines (public hospitals and urban retail pharmacies) will be approximately 66.
17 billion yuan (2016-2020 CAGR 7.
6%) ), of which the sales of chemical drugs were 65.
29 billion yuan (public hospitals and urban retail pharmacies accounted for 85.
2% and 14.
8% respectively), and the sales of proprietary Chinese medicines were 880 million yuan (public hospitals and urban retail pharmacies accounted for 57.
8% and 42.
2%, respectively)
.
In 2020, according to the sales amount, insulin aspart 30 injection is the number one diabetes drug product sold in domestic public hospitals
.
See Table 1 and Table 2 for the leading active ingredient varieties and branded products sold in public hospitals for diabetes medicines
.
According to data from Minai.
com, the top 3 products of Chinese patent medicines for diabetes in domestic public hospitals in 2020 are Mudan granules (91.
94 million yuan), Shenqi Jiangtang granules (67.
2 million yuan), and Jinlida granules (46.
56 million yuan) ; The top three products in urban retail pharmacies in terms of sales amount of Chinese patent medicines for diabetes are: Xiaoke Pills (158.
28 million yuan), Shenhua Xiaoke tea (69.
42 million yuan), and Mudan granules (16.
19 million yuan)
.
Which varieties are worth paying attention to? Semaglutide Semaglutide (Semaglutide) is an analog of glucagon-like peptide-1 (GLP-1), and the original research company is Novo Nordisk
.
The product promotes the secretion of insulin and inhibits the secretion of glucagon through a glucose concentration-dependent mechanism, which can greatly improve the blood glucose level of patients with type 2 diabetes, and has a lower risk of hypoglycemia.
It can significantly reduce major cardiovascular events (MACE) in patients with type 2 diabetes.
) Risk
.
In addition, simeglutide can also induce weight loss by reducing appetite and reducing food intake
.
The smeglutide pre-filled injection pen was first approved by the U.
S.
FDA on December 5, 2017, and was launched in the U.
S.
in January 2018 (trade name: Ozempic).
It is injected subcutaneously (0.
5mg or 1mg) once a week.
It is suitable for: As a supplementary diet and exercise to improve the blood sugar control of adult patients with type 2 diabetes; for adult patients with type 2 diabetes with cardiovascular disease (CVD), reduce the risk of major adverse cardiovascular events
.
On February 8, 2018, it obtained the first EU marketing approval and was approved to be used in 28 EU member states for the treatment of type 2 diabetes by injection once a week
.
Smeglutide tablets were launched in the U.
S.
in October 2019 (trade name: Rybelsus).
They are taken orally once a day as an aid in diet and exercise to improve blood glucose control in adults with type 2 diabetes
.
Smeglutide tablets are the world's first and only oral GLP-1 receptor agonist
.
In June 2020, smeglutide single-dose automatic injection dosage forms (0.
25 mg, 0.
5 mg and 1.
0 mg), which are administered once a week, were launched in Japan for the treatment of type 2 diabetes
.
In June 2021, it was approved in the United States for obesity or overweight and at least one weight-related disease (such as high blood pressure, type 2 diabetes or high blood pressure) for reducing calorie diet and increasing physical activity
.
It is reported that Novo Nordisk is developing the product for the potential treatment of steatohepatitis (NASH), compensated liver cirrhosis and Alzheimer's disease
.
In the 12 months from July 2020 to June 2021, the global sales of smeglutide preparations were USD 8.
73 billion (including USD 7.
70 billion for pre-filled injection pens and USD 1.
03 billion for oral tablets), a year-on-year increase of 97.
9%
.
It is predicted that the global sales of smegaglutide preparations in 2030 will be 25.
08 billion U.
S.
dollars, and the compound annual growth rate from 2020 to 2030 will be 14.
8%
.
Dulaglutide Dulaglutide is a long-acting glucagon-like peptide 1 (GLP-1) analogue fused with a human IgG4 variant.
The original research company is Eli Lilly
.
Obtained the first approval from the US FDA on September 18, 2014.
It is used to assist diet and exercise to improve blood sugar control in adult patients with type 2 diabetes, and it is also used to reduce type 2 diabetes with established cardiovascular disease or multiple cardiovascular risk factors.
The risk of major adverse cardiovascular events in adult patients
.
The trade name is TRULICITY
.
On November 21, 2014, dulaglycotide was approved for the first market sale in the European Union
.
China approved the import of dulaglutide injection (pre-filled injection pen) in February 2019, with the trade name Duyida, for blood sugar control in adult patients with type 2 diabetes
.
In the 12 months from July 2020 to June 2021, global sales of dulaglutide injections were US$11.
64 billion, a year-on-year increase of 35.
6%
.
It is predicted that the global sales of dulaglycotide in 2030 will be 14.
13 billion U.
S.
dollars, and the compound annual growth rate from 2020 to 2030 will be 3.
7%
.
Empagliflozin (Empagliflozin) is a sodium glucose transporter-2 (SGLT-2) inhibitor, the original research company is Boehringer Ingelheim
.
On May 22, 2014, it was approved for the first sale in the European Union
.
On August 1, 2014, it was first approved for marketing in the United States.
It is used to assist diet and exercise to improve blood glucose control in adults with type 2 diabetes.
The product name is JARDIANCE
.
China approved the import of Enpagliflozin tablets (trade name: Ou Tangjing) in 2017 for the treatment of type 2 diabetes, monotherapy or in combination with metformin hydrochloride, or in combination with metformin hydrochloride and sulfonylureas
.
In the 12 months from July 2020 to June 2021, global sales of enpagliflozin formulations were US$9.
90 billion, a year-on-year increase of 38.
3%
.
Insulin Degludec (Insulin Degludec) is an insulin analogue with soluble and ultra-long effect.
It is packed in a pre-filled injection pen and can be administered by subcutaneous injection at any time of the day, once a day.
The original research company is Nuo And Nord
.
On January 21, 2013, it obtained the EU's first marketing approval for the treatment of diabetes in adults, adolescents and children from 1 year old
.
It was launched in Denmark and the United Kingdom in March 2013, and approved for insulin-dependent and non-insulin-dependent diabetes
.
It was launched in Japan in March 2013 and approved for use in type 1 and type 2 diabetes in children and adults
.
Approved for listing in the United States on September 25, 2015, used to improve blood glucose control in patients with type 1 and type 2 diabetes aged 1 year and older
.
Novo Nordisk's insulin degludec+liraglutide (insulin degludec+liraglutide) compound preparation was launched in Switzerland in January 2015; Novo Nordisk's insulin degludec+insulin aspart (insulin degludec+insulin aspart) compound preparation September 2014 Listed in Mexico
.
In October 2017, China approved the import of insulin degludec injection (trade name: Novota) for the treatment of adult type 2 diabetes
.
In the 12 months from July 2020 to June 2021, the global sales of insulin degludec injection was US$4.
74 billion, a year-on-year increase of 9.
6%
.
It is predicted that in 2030, the global sales of insulin degludec will be 5.
40 billion U.
S.
dollars, and the compound annual growth rate from 2020 to 2030 will be 3.
7%
.
Metformin Hydrochloride Metformin Hydrochloride (Metformin Hydrochloride) is an old drug.
Its chemical synthesis was first reported in 1922.
In 1965, the United States published a patent for its use against diuresis
.
The main pharmacological action is to lower blood sugar by reducing liver glucose output and improving peripheral insulin resistance
.
On March 3, 1995, the US FDA approved metformin hydrochloride tablets for the first time
.
The drug is currently the first-line treatment for overweight or obese patients with type 2 diabetes
.
In addition to its safe and effective hypoglycemic effect, metformin hydrochloride can also improve insulin resistance, reduce weight, lower blood pressure, lower plasma cholesterol and triglycerides, increase high-density lipoprotein cholesterol, reduce platelet cohesion, and improve plasmin activity , Reduce the hypercoagulable state, thereby significantly protect the cardiovascular system, reduce the incidence and mortality of cardiovascular complications
.
Metformin hydrochloride only lowers hyperglycemia in diabetic patients, and has no effect on physiological blood sugar
.
Generally, it will not cause hypoglycemia when used alone .
Metformin hydrochloride is currently the only oral hypoglycemic drug approved by the US FDA for use in children with type 2 diabetes, and has been recommended by many international diabetes academic groups as the first-choice treatment for all new-onset type 2 diabetes patients
.
In recent years, the domestic diabetes treatment guidelines have also recommended it as the first-line medication for patients with type 2 diabetes
.
China approves metformin hydrochloride tablets as the first choice for type 2 diabetes where pure diet control and physical exercise control blood sugar are ineffective
.
For adults, it can be used for single-drug therapy, or combined with sulfonylureas or insulin
.
For children and adolescents 10 years and older, it can be used for monotherapy or in combination with insulin
.
For the 12 months from July 2020 to June 2021, global sales of metformin hydrochloride preparations were US$12.
18 billion (a year-on-year increase of 6.
9%), of which oral solid regular-release preparations were US$7.
89 billion (5.
9%) and oral solid sustained-release preparations US$4.
27 billion (8.
8%) and US$18 million (-4.
8%) for oral liquid preparations
.