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 will take a long time to completely cure it.
As people increasingly recognize the advantages of Chinese patent medicines such as convenience and low side effects, the sales scale of Chinese patent medicine gastric medicine market has steadily increased in recent years.
January 2022 On March 3, Jianmin Pharmaceutical Group announced that Qirui Weishu Capsules had been approved for listing, and the gastric medicine market welcomed the first new type of Chinese medicine 1.
1 drug
.
The market size has risen to nearly 10 billion! 1.
1 New drugs are coming Figure 1: The market size of Chinese patent medicine stomach medicine in recent years (unit: ten thousand yuan) Source: Minet.
com Database stomach disease is a frequently-occurring disease.
Young people are under high pressure and irregular work and rest, which are easy to induce stomach disease.
With the aging of the population, the elderly have gradually become one of the groups of gastric diseases medication
.
Stomach disease treatment cannot be achieved overnight.
In recent years, people have increasingly recognized the advantages of Chinese patent medicines such as convenience and low side effects.
The market size of Chinese patent medicine gastric medicines has risen to nearly 10 billion yuan in 2019
.
China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as Chinese 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 institution terminal competition pattern Earlier, Jianmin Pharmaceutical Group mainly 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%
.
The new gastritis drug approved this time is expected to expand new markets for the company in the field of drugs for digestive system diseases and help the company shine in the Chinese patent medicine market
.
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.
Become a new competitor in China's proprietary Chinese medicine market
.
The sales of 14 gastric medicines exceeded 100 million yuan, and Yangtze River monopolized the high market Table 1: Chinese patent medicines and gastric medicines with sales of more than 100 million yuan in Chinese public medical institutions in 2020 Affected by the epidemic in 2020, the frequency of patient visits has been reduced.
However, in the terminal Chinese patent medicine market of public medical institutions in China, there are still more than 10 gastric medicine products with sales of more than 100 million yuan.
Among them, Kangfuxin Liquid has sales of more than 2 billion yuan.
Occupying the TOP1 throne, the gap with TOP2 products is widening.
In the first half of 2021, Kangfuxin Liquid accounted for more than 32% of the market share of Chinese patent medicine gastric medicines
.
Figure 3: Competitive landscape of Kangfuxin Liquid enterprises Source: Minet.
com, China’s public medical institutions’ terminal competition landscape Treatment of stomach pain and bleeding, gastric and duodenal ulcers, yin deficiency pulmonary tuberculosis, and adjuvant therapy for pulmonary tuberculosis
.
At present, there are 4 major competing companies in the market.
Sichuan Good Doctor and Hunan Kelun occupy the first echelon, with a market share of more than 30%. .
By subdividing channels, Sichuan Good Doctor’s main markets in the first half of 2021 are urban public hospitals (69%) and county-level public hospitals (25%), while urban community centers and township health centers account for about 3% respectively; Hunan’s main battlefield is also in Kelun Urban public hospitals (43%) and county-level public hospitals (35%) accounted for 9% and 13% of urban community centers and township health centers
.
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 Longing Weitong Granules (unit: RMB 10,000) Source: Minet It has the functions of analgesia, acid control, qi promotion and anti-Helicobacter pylori.
It 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 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
.
From the perspective of channels, in the first half of 2021, urban public hospitals accounted for 66%, county-level public hospitals and urban community centers exceeded 10%, and township health centers accounted for 9.
7%.
It can be seen that the effect of this product channel sinking is remarkable
.
Figure 5: Sales of Yiqi Hewei Capsules (unit: RMB 10,000) Source: Minet The exclusive product 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 and stomach heat stasis syndrome.
Category B of the medical insurance catalogue
.
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, the proportion of the main battlefield of county-level public hospitals in the first half of 2021 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%
.
Unlike the Yangtze River's Diling Weitong Granules channel sinking, Lifang Pharma's Yiqi and Wei Capsules are increasing their competition for urban patient groups
.
Figure 6: The share of TOP3 manufacturers of Chinese patent medicine gastric medicine (gastritis, ulcer) in China's public medical institutions Source: Minet.
com China's public medical institution terminal competition pattern The market share of institutional terminal Chinese patent medicine gastric medicine has exceeded 10%, and then it has risen all the way, reaching a new high in the first half of 2021, and the gap with the TOP2 company Sichuan Good Doctor Panxi Pharmaceutical has widened to more than 3%, and the market leadership is as stable as Mount Tai
.
3 new gastric medicines are gearing up, and Chinese medicine innovation ignites new passion Table 2: New Chinese medicines that have been approved for clinical use in the past three years and involve gastric diseases The reshuffle intensified, and Jianmin Pharmaceutical Group's 1.
1-category new drug Qirui Weishu Capsule was approved for marketing, igniting new hope for new drug research and development in this field
.
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 Traditional Chinese Medicine Law was implemented, and more support was given to traditional 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 have been released, and it is 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, the prescription and sales will be relatively smooth.
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 toxic and side effects.
When solving the treatment problems of intractable diseases, new traditional Chinese medicines can not only play their 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 my country.
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: Minenet database, NMPA official website, CDE official website Note: Minenet China's urban physical pharmacy terminal competition pattern database covers 297 urban physical pharmacies in cities and above (excluding county and rural physical pharmacies), and continuously monitors all categories.
An enlarged version of the city's brick-and-mortar pharmacy database
.
The above sales are calculated based on the average retail price of the product in the terminal
.