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In the third quarter of 2022, China's hospital pharmaceutical market has recovered, but the development trend difference between local pharmaceutical companies and multinational pharmaceutical companies has become more obvious
.
On November 22, IQVIA announced a review
of China's hospital pharmaceutical market in the third quarter of this year.
Overall, following a 5.
8% year-on-year decline in the second quarter, China's hospital pharmaceutical market recovered in the third quarter, but still declined slightly year-on-year, with total sales growing at -0.
5% quarter-on-quarter, but total MAT sales in the quarter were flat year-on-year and stable
.
Although IQVIA did not disclose detailed sales figures and hospital drug supplier lists in its third-quarter review, it can still be seen from the trend that the development trend of local pharmaceutical companies and multinational pharmaceutical companies is becoming more and more obvious
.
.
From the perspective of market performance, in the third quarter, the sales performance of local pharmaceutical companies and multinational pharmaceutical companies recovered compared with the previous quarter, with the sales of local pharmaceutical companies increasing by 0.
7% year-on-year, and the sales of multinational pharmaceutical companies falling by 3.
6% year-on-year; From the perspective of MAT annual sales, the sales of local pharmaceutical companies increased by 1.
2% year-on-year, and the sales of multinational pharmaceutical companies decreased by 3.
0% year-on-year.
In addition, thanks to the dividends brought by the inclusion of national medical insurance, Andatang is like a "dark horse", and this year for the first time entered the top ten major products of hospital drugs selected by IQVIA, with a year-on-year growth rate of 59.
5%.
01 Local pharmaceutical companies continue to make efforts
Local pharmaceutical companies continue to make effortsFollowing the year-on-year MAT growth rate of -10.
2% in the first quarter and -1.
5% year-on-year MAT growth in the second quarter, CSPC's Enbipu finally reached a high growth rate of 10.
5% in the third quarter and continued to maintain its top position
.
It is reported that the sales of Enbipu in 2021 were the same as in 2020, and CSPC did not disclose the specific sales, but the sales of Enbipu in 2020 increased by 17.
4%
over the same period of the previous year.
However, CSPC said in its 2021 annual report that after Enbipu once again cut prices and entered the 2021 medical insurance catalog, sales showed a rapid growth trend
.
According to the investor exchange minutes of the first quarter of this year, the development of new hospitals has increased rapidly, especially in county-level hospitals, and the sales of newly developed Internet hospitals have also shown a spurt growth
.
.
However, the high growth in the third quarter may already be the result of
CSPC's efforts to manage its product life cycle.
It is reported that Enbip's patent will expire
in 2024.
In response to the issue of patent expiration, CSPC is also ready for life cycle management, and its 2022 interim report shows that it will continue to promote the sinking of the market at the county level and in rural areas, and strengthen the promotion of outpatient prescriptions and the development of the OTC market to maintain the steady growth
of products.
At the same time, we will actively expand the declaration
of product indications.
In addition, CSPC is also actively deploying new products to diversify the risk of the expiration of
Enbipu's patents.
In February this year, CSPC acquired a 51% stake
in Guangzhou Yuankang Biotechnology through the acquisition of Zhuhai Zhifan.
It is reported that the recombinant human TNK tissue plasminogen activator for injection with independent intellectual property rights is mainly used for the treatment
of patients with acute myocardial infarction within 6 hours of onset.
The acquisition is seen by the industry as a preparation
for CSPC to fend off the expiration of Enbipu's patent.
Qilu's Anda did not repeat the ultra-high growth of the previous two quarters in the third quarter, and the year-on-year growth rate of MAT was only 15.
6%, but it was also the highest
growth rate among the top ten drugs.
Since 2019, Qilu's Anda, as the first domestic bevacibab single biosimilar on the market, has been rapidly increased, and in just over a year, it has been listed as IQVIA's top ten major hospital drug products in 2021
.
According to data, Anda's sales reached 1.
2 billion in the first year after listing (2020), and in 2021, it soared to 3.
5 billion, a year-on-year increase of 184%, and its market share reached 57%, far exceeding Roche's original research
.
Terbiao of Shenyang Sunshine is also a "frequent visitor"
on the list of the top ten main products of IQVIA Hospital.
According to the 2022 interim report of 3SBio, TPIO is the only commercial recombinant human thrombopoietin ("rhTPO") product in the world today, according to IQVIA statistics, in the first half of 2022, in terms of sales, TPIAO's share in the Chinese mainland thrombocytopenia treatment market was 66.
0%.
With two rhEPO products, 3SBio has been the leader in the domestic rhEPO market, accounting for a total market share of 44.
1%
in the first half of 2022.
In addition, 3SBio also estimates that TPIO has submitted an NDA for the treatment of persistent or chronic primary immune thrombocytopenia in children or adolescents and plans to submit marketing applications
for TPIO in many overseas countries.
02 The growth of multinational pharmaceutical companies is worrying
The growth of multinational pharmaceutical companies is worryingAlthough policies such as centralized procurement and national talks are forcing multinational pharmaceutical companies to expand into out-of-hospital markets, multinational pharmaceutical companies also have to face a problem: insufficient
growth stamina.
growth stamina.
It is clear from IQVIA's data that when local pharmaceutical companies ushered in growth in the third quarter, sales of multinational companies fell by 3.
6% year-on-year; MAT annual sales of multinational companies decreased by 3.
0%
year-on-year.
Among them, Roche (Genentech)'s HerceptinMAT fell by 10.
1%
year-on-year.
But it is not all bad news, in addition to the decline decreased, the year-on-year growth rate of MAT of drugs that entered the top ten drug list can also be seen that the sales performance of multinational pharmaceutical companies has recovered
compared with the previous quarter.
from the previous quarter.
AZ can be called the big winner in product sales in the third quarter, with three products entering the list
.
Among them, AZ's Teressa and Norred had a year-on-year MAT growth rate of 7% and 3.
8% in the third quarter, and these two figures were -4.
9% and -3.
1%
respectively in the second quarter.
It is reported that Teressa (osimertinib) is a third-generation targeted drug of EGFR, the treatment of adult patients with non-small cell lung cancer (NSCLC), and is AstraZeneca's first major product
in China.
Data show that after entering the medical insurance catalog through negotiation of a 79% price reduction in 2018, osimertinib has grown nearly 10 times
in the hospital market.
This year, Teressa still has to face the test
of national talks.
Norede (goserelin) is a synthetic, luteinizing hormone-releasing hormone analogue that inhibits the secretion
of luteinizing hormones from the pituitary gland with prolonged use.
The marketing application of goserelin acetate sustained-release microspheres for injection (LY01005) for the treatment of breast cancer developed by Luye Pharmaceutical has been accepted
by the Center for Drug Evaluation of the National Medical Products Administration of China.
It is worth noting that Bayer's antihypertensive drug Bayxintong (nifedipine controlled-release tablets) fell out of the list in the third quarter, while AZ's diabetes drug Andatang (dapagliflozin tablets) appeared on the list in tenth place, and MAT sales growth rate was 59.
5% year-on-year, the highest growth product
in the list.
According to Bayer's second-quarter financial report, Bayer is one of its best-selling products in the world, with sales of about 212 million euros in the second quarter, and this product is also one of
its strongest sales products in the Chinese market.
However, it is worth noting that nifedipine controlled-release tablets have entered the seventh batch of centralized procurement in July this year, and Hefei Lifang Pharmaceutical won the bid with the lowest price of 4.
87 yuan / box (30mg*14), and Bayer is not among
the winning companies.
AZ's Andatang was once out of the circle because the price was cut from 5.
62 yuan to the world's lowest price of 4.
36 yuan in medical insurance negotiations, and the product also appeared in
this year's medical insurance catalog adjustment list as a non-exclusive product in the catalog.
Medicare Catalogue Adjustment List as a non-exclusive product in the catalog.
In addition, Pfizer's Shupshen also maintained the high growth of the first two quarters, and MAT increased by 18.
9% year-on-year in the third quarter, ranking among the highest in the entire list
.
Concentrate:
Sales: The sales of hospitals with more than 100 beds are calculated based on the purchase price of the hospital, the same below
MAT Sales (Rolling Full Year): The sum of data going back 12 months at a specified point in time, in this case sales from the fourth quarter of 2021 to the third quarter of 2022
Reference: IQVIA "Review of China's Hospital Pharmaceutical Market in the Third Quarter of 2022"
