Transfer from: financial sector
Source of this article: Mi Intranet
With the accelerated aging process, the demand for domestic anti-inflammatory drugs and anti rheumatic drugs is growing. Since 2023, more than 40 new domestic products have been approved, becoming a new market spoiler. In the first nine batches, 14 products have realized "exchange for volume with price", which has made room for the market. The tenth batch of Guocai is ready, or another 1 billion products will meet the trend of price reduction. In 2023, the market pattern of terminal anti-inflammatory drugs and anti rheumatic drugs in China's public medical institutions will change dramatically, leading enterprises will change ownership again, and the top 1 injections will plummet by 30%. Pioneer Pharmaceutical, Zhengda Qingjiang Haizheng Pharmaceutical Sales of 15 brands soared.
The 10 billion market has recovered steadily, Pioneer has won the championship for the first time, and the drug application has strong pressure resistance
Figure 1: Sales scale of anti-inflammatory drugs and anti rheumatic drugs (unit: 10000 yuan)
Source: competition pattern of drug terminals of public medical institutions in China At the terminals of China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (referred to as China's public medical institutions), anti-inflammatory drugs and anti rheumatic drugs maintained a rapid growth trend from 2013 to 2019, with the peak sales reaching 18.3 billion yuan in 2019, a sharp decline of 12.94% and 8.80% in 2020-2021, a return to positive growth from 2022, and an increase of 2.25% in 2023, The sales volume of such drugs has remained at the level of 14 billion yuan in the past three years.
Table 1: Top 5 enterprises of anti-inflammatory drugs and anti rheumatic drugs in 2023
Source: competition pattern of drug terminals of public medical institutions in China In recent three years, leading enterprises of anti-inflammatory drugs and anti rheumatic drugs have frequently changed owners in China's public medical institutions. Jiangsu in 2021 Hengrui Pharmaceutical Won the championship with a market share of about 6%; In 2022, Chengdu Beite Pharmaceutical will break through with a market share of about 9%; In 2023, Hainan Pioneer Pharmaceutical will become the king with a market share of about 8%.
It is worth noting that in recent three years, no matter how the leader changes, Shangyao Zhongxi Pharmaceutical has been firmly holding the top two position, and its pressure resistance is really strong. The company's anti-inflammatory drugs and anti rheumatic drugs will exceed 1 billion yuan in 2022 and increase to 1.16 billion yuan in 2023.
2 billion varieties lead the market. Top 1 injections have dropped by 30%, and Zhengda Qingjiang and Haiyang are soaring
In 2023, ketorolac tromethamine will be the only product with a sales volume of more than 2 billion yuan in the terminal anti-inflammatory drugs and anti rheumatic drugs market of public medical institutions in China, and the sales volume of hydroxychloroquine, ibuprofen, glucosamine, diclofenac sodium, and elamod will be more than 1 billion yuan.
Table 2: Top 10 anti-inflammatory drugs and anti rheumatic drugs in 2023
Source: competition pattern of drug terminals of public medical institutions in China Figure 2: Sales of ketorolac tromethamine injection (unit: 10000 yuan)
Source: competition pattern of drug terminals of public medical institutions in China Ketorolac tromethamine injection is an antipyretic, analgesic and anti-inflammatory drug, commonly used for postoperative analgesia. In 2021, it will become the top 1 product of anti-inflammatory drugs and anti rheumatic drugs with sales of 1.99 billion yuan in China's public medical institutions, and will rise to 2.59 billion yuan in 2022. In April 2023, the eighth batch of countries adopted ketorolac tromethamine injection, and four domestic pharmaceutical enterprises, including Shandong New Era Pharmaceutical, won the bid. Affected by the price reduction, the product dropped 30.5% in 2023.
The ranking of TOP1-TOP5 products has not changed compared with that of 2022. Celecoxib capsules rose 1 place to TOP 6, glucosamine hydrochloride tablets rose 3 places to TOP 7, glucosamine sulfate capsules rose 9 places to TOP 10. Unfortunately, diclofenac sodium sustained-release tablets fell out of the top 10 list in 2023.
Table 3: The brands with positive sales growth among the top 20 brands of anti-inflammatory drugs and anti rheumatic drugs in 2023
Source: competition pattern of drug terminals of public medical institutions in China Figure 3: Sales of Elamod Tablets of Hainan Pioneer Pharmaceutical (unit: 10000 yuan)
Source: competition pattern of drug terminals of public medical institutions in China Elamod Tablets of Hainan Pioneer Pharmaceutical Co., Ltd. is a new domestic drug of Class 1.1 approved in 2011. It has dual effects of anti-inflammatory and immune regulation and is mainly used to treat active rheumatoid arthritis. Since its launch, this product has maintained a rapid growth trend in China's public medical institutions. In 2022, its sales exceeded 1 billion yuan, and its brand ranking was TOP 3. In 2023, it rose to 1.22 billion yuan, becoming the new top 1 brand of anti-inflammatory drugs and anti rheumatic drugs.
Figure 4: Sales of Glucosamine Hydrochloride Tablets of Jiangsu Zhengda Qingjiang Pharmaceutical (unit: 10000 yuan)
Source: competition pattern of drug terminals of public medical institutions in China The glucosamine hydrochloride tablets of Jiangsu Zhengda Qingjiang Pharmaceutical won the bid in the third batch of national procurement. The sales volume dropped to 300 million yuan in 2020-2022, and rose 57.69% in 2023. The sales volume exceeded 500 million yuan for the first time. After experiencing the baptism of the market, the brand stood out and bloomed new vitality.
Zhejiang Haizheng Pharmaceutical's glucosamine sulfate capsule also won the bid in the third batch of Sinopharm. After a continuous slump from 2020-2022, the brand's sales have dropped to the level of 100 million yuan, and in 2022, it will withdraw from the Top 20 brand list. In 2023, the brand will rise by 38.26% and return to the top 17 brand with sales of 180 million yuan.
49 new domestic products have successfully entered the market, and more than 1 billion products are ready for the tenth batch of national procurement
With the increasing demand for drugs, more and more domestic pharmaceutical enterprises have joined the 10 billion market of food grabbing. According to the data from Mi Nei Net, 49 new domestic products (by product name+manufacturer) have been approved for listing since 2023, China Resources Sanjiu 、 Jichuan Pharmaceutical 、 Yiling Pharmaceutical , Yangtze River and other domestic giants have gained.
Table 3: New domestic anti-inflammatory drugs and anti rheumatic drugs approved for marketing since 2023
Source: MED database Loxoprofen sodium oral solution is from Hunan Jiudian Pharmaceutical The first domestic imitation won in October 2023 is now an exclusive product. The original oral solution of loxoprofen sodium was first marketed in Japan in 2001. It is mainly used for rheumatoid arthritis, osteoarthritis, low back pain, shoulder periarthritis, neck shoulder wrist syndrome, toothache, as well as anti-inflammatory and analgesia after surgery, trauma and tooth extraction, and also for antipyretic and analgesia of acute upper respiratory inflammation (including acute upper respiratory inflammation with acute bronchitis), Up to now, the original products have not entered the Chinese market.
Hunan Jiudian Pharmaceutical has obtained the approval of loxoprofen sodium gel patch, loxoprofen sodium tablet and loxoprofen sodium oral solution for loxoprofen, and the marketing application of loxoprofen sodium patch is under review and approval.
Deketoprofen tromethamine injection is the first domestic imitation of Nanjing Zhengke Pharmaceutical in May 2023, and it is now an exclusive product. The original Deketoprofen tromethamine injection was first approved by HMA for marketing in 2002. Because of its lasting analgesic effect and good safety in postoperative pain, acute low back pain, renal colic and other aspects, it has been widely used in clinical practice in European member countries, and the original product has not yet entered the Chinese market.
The recombinant human tumor necrosis factor receptor antibody fusion protein injection is Sansheng Guojian Pharmaceuticals (Shanghai) is the exclusive product of Class 3.4 new biopharmaceuticals approved in March 2023. The indications of this product are moderate and severe active rheumatoid arthritis, moderate and severe plaque psoriasis in adults aged 18 years and above, and active ankylosing spondylitis.
In recent years, the country has continued to increase its centralized procurement in quantity, making room for the market and helping high-quality products take off. Starting from the 4+7 city pilot, 14 anti-inflammatory drugs and anti rheumatic drugs (by product name) were included in the second, third, fourth and eighth batch of national procurement, involving glucosamine sulfate capsules, glucosamine hydrochloride capsules, glucosamine hydrochloride tablets, ibuprofen sustained-release capsules, ibuprofen granules, ibuprofen tablets, ibuprofen injection, flurbiprofen axetil injection Losoprofen sodium tablets, meloxicam tablets, parecoxib sodium for injection, celecoxib capsules, ketorolac tromethamine injection, etocoxib tablets.
The tenth batch of Sinopharm is one of the important tasks of the pharmaceutical industry in 2024, which has attracted market attention. At present, it has been evaluated and has not been included in the anti-inflammatory drugs and anti rheumatism drugs of Sinopharm. The products of more than 5 competitive enterprises (original research+evaluation) involve ibuprofen suspension, diclofenac sodium sustained-release tablets, and hydroxychloroquine sulfate tablets.
Table 4: Products of ≥ 5 competitors
Source: competition pattern of drug terminals of public medical institutions in China The indications of hydroxychloroquine sulfate tablets are rheumatoid arthritis, juvenile chronic arthritis, discoid and systemic lupus erythematosus, and skin lesions caused or aggravated by sunlight. In 2023, at the end of China's public medical institutions, the sales of this product has exceeded 1.4 billion yuan. At present, Shanghai Pharmaceutical Western Pharmaceutical Co., Ltd. leads the market with a share of more than 81% (which has passed the consistency evaluation), and the original research enterprise Sanofi only accounts for about 18%. Since 2023, the four types of generic listing applications of five pharmaceutical enterprises including Jiangsu Zhiyuan Pharmaceutical Co., Ltd. have been approved and deemed as over rated. If hydroxychloroquine sulfate tablets finally enter the tenth batch of national procurement, "barefoot enterprises" will fight with all their strength and a new round of price war is about to start.
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