The price reduction of one heavyweight product of Novartis is 2600 yuan or it is forced by domestic innovative drugs

Source: daily economy 2016-07-08 multiple channels of information show that on July 5, the terminal price of the world pharmaceutical giant Novartis pharmaceutical's heavyweight product in China, leizhumab (nuozide), has been officially reduced from 9800 yuan / branch to 7200 yuan / branch, with a price reduction of 2600 yuan / branch, a drop of 26% The reporter of "daily economic news" learned that under the influence of medical insurance control fees and the "patent cliff" of foreign original research drugs, the pressure on foreign drug companies to reduce prices is unprecedented On May 20, in the list of the first batch of drug companies to be shortlisted in the national health insurance negotiation led by 16 ministries and commissions under the leadership of the health and Family Planning Commission, the price of gefitinib of AstraZeneca and Werder of GlaxoSmithKline dropped by 55% and 67%, respectively Noshide has not entered the national medical insurance catalog, is a self funded drug, and it is still 10 years before the patent expires This initiative to reduce the price also surprised the market Analysts believe that the market share of Ramu (conbercept ophthalmic injection), a domestic innovative class I new drug, which is the direct competitor of noshi in the Chinese market, has been impacted to a certain extent The purpose of this active price reduction is to improve the comprehensive competitiveness of its products With the country's increasing preference for innovative drugs in policy, domestic pharmaceutical companies have also increased their investment in new drug research and development According to the data of tonghuashun (81.090, 0.00, 0.00%), the year-on-year growth rate of total R & D investment of domestic listed pharmaceutical enterprises in 2014 and 2015 was more than 10%, which further accelerated the era of "lying and earning money" for multinational pharmaceutical enterprises Recently, foreign pharmaceutical companies frequently cut prices A drug wholesaler told the daily economic news that on July 5, Novartis, a global pharmaceutical giant, took the initiative to reduce the price of a drug in the Chinese market The terminal price of its hospital dropped from the previous 9800 yuan / piece to 7200 yuan / piece, a drop of 26% It is understood that Nuoshi is suitable for the treatment of fundus neovascularization It was approved in China for the treatment of wet age-related macular degeneration It entered the Chinese market in 2012, and its global sales volume reached 2.06 billion US dollars in 2015, ranking second "The price of this medicine has been reduced Over the past two days, it has been reduced by more than 2000 yuan It used to cost 9800 yuan for an injection, but now it has been reduced to 7200 yuan The decrease is still large." Doctors in the pharmacy of Chongqing Jiangbei branch of Aier Ophthalmology (36.430, 0.00, 0.00%) said that they had received the price adjustment notice in early July, but they did not know the reason for the price reduction This is not the first time that foreign pharmaceutical companies have taken the initiative to reduce prices in China's end market In January this year, the price of "quankeri", an imported target drug for the treatment of pulmonary hypertension with rare diseases, was reduced by 80%, from 19980 yuan / box to 3996 yuan / box; On May 20, the average monthly drug cost of gefitinib, AstraZeneca's targeted anticancer drug, decreased from 15000 yuan to 7000 yuan, and that of viride, a GlaxoSmithKline drug for chronic hepatitis B, decreased from 1500 yuan to 490 yuan, with a price reduction of 53% and 67%, respectively "One of the purposes of price reduction of multinational pharmaceutical companies is to strive for medical insurance, which means more sales." Shi lichen, founder of Beijing Dingchen pharmaceutical management consulting center, said that in recent years, the performance growth of multinational pharmaceutical enterprises has slowed down, and the days in China are generally not as good as before At the same time, facing the competition of Chinese products, there is a lot of pressure Many analysts also told reporters that in the past, due to policy preferences, product advantages, capital promotion and other factors, many foreign pharmaceutical enterprises have obtained the growth dividend of "golden decade", but in recent years, they are gradually squeezing foreign pharmaceutical enterprises into the corner According to the data of minenet, the discourse power of domestic innovative drugs has been improved In 2013, Nuoshi entered the statistical system of sample hospitals in 16 key cities in China, with a sales volume of 90.75 million yuan in the same year, ranking first in the market of ophthalmic special drugs "I don't think the reason Novartis chose to reduce the price of this drug is simple." A pharmaceutical analyst who did not want to be named told the daily economic news that since its listing in China in 2012, Nuoshi has had a good market response It is a self funded drug, and there is still 10 years before the patent expires The price cut may be related to the competition pattern of its own products Its competitors in China are Langmu, an innovative new drug produced by Kanghong Pharmaceutical (51.500, 0.00, 0.00%), which was launched in 2014 According to the financial report released by Kanghong pharmaceutical, the sales volume of the drug in 2015 was 267 million yuan Zhang Mingfang, a medical analyst at Everbright Securities (17.560, 0.00, 0.00%) previously published a research report that the terminal price of Langmu hospital is 6800 yuan per unit, only 6 units are needed for each treatment course, the terminal price of nuoshida hospital is 9800 yuan per unit, and 12 units are needed for a single treatment course In contrast, the treatment cost of Ramu is about 1 / 3 of that of Nuoshi Because all of them are self funded drugs, Ramu has a more cost-effective advantage than Nuoshi However, at present, there is no direct evidence to show whether there is any relationship between the price reduction and the above data Many interviewees believe that the presence of Ramu has indeed impacted the product advantages of Nuoshi The reporter sent an email to the media and Public Relations Department of Novartis about the price reduction of the drug, but no reply had been received as of the publication In recent years, the discourse power of domestic innovative drugs in the global market has indeed increased For example, in April this year, imp321, an innovative tumor immune candidate drug developed and produced by Wuxi apptec, was officially used in phase IIB clinical trials in Belgium, becoming the first innovative drug approved for clinical trials in the European Union; in October last year, risperidone microsphere injection developed by LVYE pharmaceutical was also approved by FDA to submit a new drug application According to the data released by the time strategy, in 2015, the R & D investment of domestic pharmaceutical enterprises grew rapidly, with the R & D investment growth rate of more than 20% in China, such as Tianshi (36.630, 0.00, 0.00%), Hengrui Pharmaceutical (40.970, 0.00, 0.00%) "In recent years, pharmaceutical companies pay more and more attention to R & D investment The R & D investment ratio of Hengrui pharmaceutical and Haizheng pharmaceutical is close to 10% We believe that the discourse power of domestic innovative drugs will be improved in the future." Shi lichen said