Yangzijiang's exclusive product rises 200%!

The recent news that "Helicobacter pylori is listed as a clear carcinogen in the United States" has driven the daily limit of A-share related concept stocks, and has also once again attracted people's attention to stomach problems and gastric cancer
.

Stomach disease is a frequently-occurring disease, and it takes a long time to completely cure.

The market size has risen to nearly 10 billion! 1.
1 new drugs are coming

The market size has risen to nearly 10 billion! 1.
1 new drugs are coming

Figure 1: The market size of Chinese patent medicine gastric medicine in recent years (unit: ten thousand yuan)

Source: Mi intranet database

Stomach disease is a frequently-occurring disease.
Young people have high pressure and irregular work and rest, which are easy to induce stomach disease.
At the same time, with the intensification of population aging, the elderly have gradually become one of the groups of stomach disease medication
.

Stomach disease treatment cannot be achieved overnight.

China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) terminals are the main battlefield, accounting for more than 70%.
The market size of patent medicine gastric medicine increased by 17.
14%
.

Qiruiweishu Capsule, a 1.
1-category new Chinese patent medicine, is composed of notoginseng, alum, calcined stamen and other medicinal materials.
The efficacy of the certificate is remarkable, and Jianmin Pharmaceutical Group has invested about 27.
0482 million yuan in research and development expenses in this project
.

Figure 2: The sub-category pattern of Jianmin Pharmaceutical Group in China's public medical institutions in the first half of 2021

Source: Minet.
com China's public medical institutions terminal competition pattern

Earlier, Jianmin Pharmaceutical Group focused on constipation drugs in the field of digestive system diseases
.

In the first half of 2021, among the top 20 constipation drug brands in China's public medical institutions, Jianmin Pharmaceutical Group's Biantong Capsules ranked second, with a market share of more than 10%

It is worth noting that in recent years, more and more Chinese patent medicines transformed from in-hospital preparations, classic famous prescriptions, and clinical experience prescriptions have been approved for marketing, pointing out a new direction for the research and development of new Chinese patent medicines
.

Qingfei Paidu Granules, Huashibaidu Granules, Xuanfeibaidu Granules are derived from ancient classic prescriptions, Huzhen Qingfeng Capsules, Jieyu Chufan Capsules, Xuanqijiangu Tablets, Qizhi Yishen Capsules, Kunxinning Granules , Yinqiao Qingre Tablets, Yiqi Tongqiao Pills, and Yishen Yangxin Anshen Tablets are all developed on the basis of clinical experience, while Qirui Weishu Capsules are developed on the basis of preparations in medical institutions.

The sales of 14 gastric medicines exceeded 100 million yuan, and the Yangtze River dominated the market

The sales of 14 gastric medicines exceeded 100 million yuan, and the Yangtze River dominated the market

Table 1: Chinese patent medicine stomach medicine with sales of over 100 million yuan in Chinese public medical institutions in 2020

Source: Minet.
com China's public medical institutions terminal competition pattern

According to data from Minet.
com, although the frequency of patient visits has been reduced due to the impact of the epidemic in 2020, there are still more than 10 gastric medicine products with sales of more than 100 million yuan in the terminal Chinese patent medicine market of public medical institutions in China.
Sales of 2 billion yuan occupy the TOP1 throne, and the gap between TOP2 products is getting wider and wider.
In the first half of 2021, Kangfuxin liquid accounted for more than 32% of the market share of Chinese patent medicine gastric medicine
.

Figure 3: Competitive Landscape of Rehabilitation New Liquid Enterprises

Source: Minet.
com China's public medical institutions terminal competition pattern

Kangfuxin Liquid is a traditional Chinese medicine preparation refined from the dried worm body extract of Periplaneta americana.
It is used orally to block blood stasis, and can be used to treat stomach pain and bleeding, gastric and duodenal ulcers, yin deficiency, tuberculosis, and adjuvant treatment of tuberculosis.

.

At present, there are 4 major competitors in the market, and Sichuan Good Doctor and Hunan Kelun occupy the first echelon, with a market share of more than 30%

Of the 14 products with sales exceeding 100 million yuan, 10 are exclusive products, Yuanhu Zhitong Dropping Pills, Moruodan (concentrated pills) and Jinghua Weikang Capsules have double-digit growth in the first half of 2021, while Biling Weitong Granules have increased.
up to 186%
.

Figure 4: Sales of Diling Weitong Granules (unit: ten thousand yuan)

Source: Minet.
com China's public medical institutions terminal competition pattern

Biling Weitong Granules, the exclusive product of Yangtze River Pharmaceutical Group Jiangsu Pharmaceuticals, are flavored on the basis of ancient prescription Jinlingzi Powder and Zuojin Pills.
The National Essential Drug List is now a Category B variety of the 2021 National Medical Insurance List
.

In the terminals of public medical institutions in China, the sales of Diling Weitong Granules have exceeded 100 million yuan in 2019, and the growth rate in the first half of 2021 is as high as 186%, and it is expected to exceed 200 million yuan in the whole year

Figure 5: Sales of Yiqi Hewei Capsules (unit: 10,000 yuan)

Source: Minet.
com China's public medical institutions terminal competition pattern

In the first half of 2021, there is also a "potential bomb" in the TOP20 products of Chinese patent medicine stomach medicine.
The exclusive product of Hefei Lifang Pharmaceutical, Yiqi Hewei Capsule, has the functions of strengthening the spleen and stomach, dredging collaterals and relieving pain, and is used for chronic non-atrophic gastritis with weak spleen and stomach It also has stomach heat and blood stasis syndrome.
This product entered the National Essential Drug List in 2018 and is now a Category B variety in the 2021 National Medical Insurance List
.

In the terminals of public medical institutions in China, the sales growth rate of Yiqi and Wei Capsules has remained above 200% in the past three years, and the market potential should not be underestimated

Lifang Pharmaceutical said in an investigation in August 2021 that the company had started the construction of a special line for Yiqi and stomach capsules at the beginning of the year, and it is expected to be put into use in the first half of 2022.
The designed production capacity of the special line can reach 500 million capsules, and the sales volume is also expected to be increased after the production capacity is increased.
Higher again
.

From the perspective of channels, in the first half of 2021, the proportion of the main battlefield of county-level public hospitals will be reduced to 49%, the proportion of urban public hospitals will increase to 21%, and the proportion of urban community centers and township health centers will be around 15%

Figure 6: Share of TOP3 manufacturers of Chinese patent medicine stomach medicine (gastritis, ulcer) in public medical institutions in China

Source: Minet.
com China's public medical institutions terminal competition pattern

From the perspective of enterprises, the market share of Yangtze River Pharmaceutical Group Jiangsu Pharmaceuticals in the terminal Chinese patent medicine gastric medicine market of public medical institutions in China has exceeded 10% since 2018, and then it has been rising all the way.
The gap between Western Pharmaceuticals has widened to more than 3%, and its market leadership is as stable as Mount Tai
.

3 new gastric medicines are gearing up, and the innovation of traditional Chinese medicine ignites new passion

3 new gastric medicines are gearing up, and the innovation of traditional Chinese medicine ignites new passion

Table 2: New Chinese medicines that have been approved for clinical use in the past three years and are involved in gastric diseases

Source: CDE official website

With the increasing clinical demand, the Chinese patent medicine stomach medicine market continues to rise, and the product pattern reshuffle is intensified
.
According to CDE data, there are currently two 6.
1 new drugs (that is, traditional Chinese medicines and natural drug compound preparations that have not been marketed in China) and one 1.
1 new drug that have been approved for clinical use.
Gastritis-related diseases, while Lizhong Xiaopi Granules are used to treat gastroparesis syndrome
.
Judging from the time of application, they are all research and development achievements in the past three years
.

In 2017, the Chinese Medicine Law was implemented, and more support was given to Chinese medicine in terms of review and approval, process improvement, and clinical trials
.
In 2019, the opinions on promoting the innovation, inheritance and development of traditional Chinese medicine were released, and the reform of traditional Chinese medicine review and approval and registration classification was officially launched
.
In 2020, the State Food and Drug Administration issued the implementation opinions on promoting the innovation and development of traditional Chinese medicine, and proposed to focus on three evidences, including real-world data, clinical application, and traditional Chinese medicine theory
.
In 2021, several policies and measures to accelerate the development of traditional Chinese medicine characteristics were released, and it was mentioned that qualified new traditional Chinese medicine drugs will quickly enter the approval channel.
.
.
The development of traditional Chinese medicine in China is gradually entering a harvest period
.

The implementation of a number of new policies has returned the foothold of the research and development of new Chinese medicines to the essence, "Chinese medicines originate from the clinic and are used in the clinic"
.
Most of the new Chinese medicine drugs approved for marketing in 2021 are transformed from in-hospital preparations, classic famous prescriptions, and clinically experienced prescriptions.
These drugs have a good clinical application foundation and have also been highly recognized by doctors.
In the future, it will be relatively smooth in terms of prescription and sales.
At the same time, under the general trend of medical insurance negotiation to escort innovative drugs, new traditional Chinese medicine drugs will also have the opportunity to obtain policy dividends
.

In recent years, innovative chemical drugs have sprung up like mushrooms after a spring rain.
It does not seem that the best strategy for innovative traditional Chinese medicine drugs is to be "hard" and "hard"
.

Common major diseases have always been the key direction of national new drug creation support and encouragement.
The research and development of new traditional Chinese medicines can pay more attention to major diseases such as cardiovascular diseases, malignant tumors, metabolic diseases, respiratory diseases, and immune diseases
.
Secondly, traditional Chinese medicine has the advantages of high safety and low toxicity and side effects.
When solving the treatment problems of refractory diseases, new traditional Chinese medicine can not only exert its basic advantages, but also be more flexible in symptomatic treatment
.
In the face of major health events, it can especially show the wisdom of Chinese medicine in China.
The "three parties" during the anti-epidemic period have been successfully transformed.
Among them, Huashi Baidu Granules and Xuanfei Baidu Granules have won medical protection, and also inspired more in-hospital preparations.
On the road to the transformation of achievements, the future development of new Chinese medicines will meet new opportunities and challenges
.

Source: Minet database, NMPA official website, CDE official website

Note: Minet.
com China's urban physical pharmacy terminal competition pattern database is an enlarged version of the urban physical pharmacy database that covers 297 urban physical pharmacies in cities and above (excluding county and rural physical pharmacies) and continuously monitors all categories
.
The above sales are calculated based on the average retail price of the product in the terminal
.