Text | Jianshi Bureau Xiaomi
Editor | Jianshi Bureau Severe Winter Snow
Affected by the new coronavirus pneumonia, public hospital market sales Significantly slowed down.
A new coronavirus epidemic sweeping the country has disrupted the normal rhythm of the entire society. The tourism, exhibition, film and entertainment industries have almost frozen, and the catering service industry has plummeted.
The number of outpatient visits, hospitalizations, and surgeries in hospitals have all declined to varying degrees, and the marketing of pharmaceutical companies in the second quarter has also been affected to varying degrees.
According to data released by IQVIA, the total sales of China's hospital market in the second quarter were approximately 181.5 billion yuan, a year-on-year decrease of 15.3%. Among them, the sales of multinational enterprises reached 52.6 billion yuan, a year-on-year decrease of 11.0%. The decline of domestic pharmaceutical companies was even more obvious, with sales of approximately 129 billion yuan, reaching 16.9.
In addition to the impact of the epidemic, the reform of centralized drug procurement across the country has begun to take shape, and a number of expired patent drugs such as Lipitor and Plavix have been Dropped off the list. The market growth rates of Chinese patent medicines, cardiovascular drugs, systemic anti-infectious drugs, respiratory drugs, etc. are all above 10.
In fact, the use of drugs in the hospital market is a "barometer" for the development of the entire industry, reflecting the market's future industrial transformation and the emerging signs of domestic and foreign companies competing for the market.
However, some analysts pointed out that in the long run, if all pharmaceutical companies want to develop, they must consider product positioning, sales channels and academic promotion methods, otherwise it will be difficult to survive in the future pharmaceutical market.
Anti-tumor drugs maintain steady growth
AstraZeneca and Roche receive dividends from medical reform
Vertical Looking at the hospital sales data in the second quarter of 2020, only anti-tumor and immunomodulator categories were relatively less affected by the epidemic, with an increase of 8.9.
It is worth noting that AstraZeneca’s Tagrisso still maintained strong momentum in this quarter, with a MAT growth rate of more than 220. The Jianshi Bureau found that Tagrisso was approved in August 2019 for the first-line treatment of adult patients with EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer.
As an “upgraded version” of AstraZeneca’s targeted lung cancer drug, Iressa, patients can choose Tagrisso for further treatment. More importantly, Iressa has entered the main battlefield of public hospitals across the country through centralized drug procurement, blocking the entry of competing products at a relatively low price, and gaining more market space for Tagrisso.
As the prevalence of cancer in China increases year by year, there is still room for significant growth in the market sales of Tagrisso in the future. According to EvaluatePharma, global sales will reach US$4.19 billion in 2020.
In the field of oncology, not only the sales of Tagrisso achieved rapid growth, but Roche’s Herceptin also achieved a sales growth of 7.1%. As one of Roche's troika, Herceptin is the first-line drug in the HER2-targeting monoclonal antibody breast cancer drug market.
Especially under the new medical insurance in 2020, the market price of Herceptin has dropped from 7,600 yuan/bottle to 5,500 yuan/bottle. However, with the launch of domestic biosimilar drugs, Herceptin will face "pinch attack" from many domestic pharmaceutical companies in the future, and competition in this market is destined to be extremely fierce.
Yangtze River and CSPC single products have eye-catching growth rates
The year-on-year growth rates of 8 categories are negative
Except for the field of oncology drugs, the growth rate remains the same In addition to rapid growth, drugs such as Yangzijiang Pharmaceutical's dexmedetomidine hydrochloride, CSPC's Enbiton, and AstraZeneca's Norrelide also performed well.
Yangzijiang Pharmaceutical’s dexmedetomidine performed very well with a growth rate of 515.2. According to the Jianshi Bureau, this drug became the exclusive winning bidder due to various factors such as the failure of competing products to pass the consistency evaluation and the withdrawal of the original drug from the market during the centralized drug procurement, and it quickly gained sales in the public hospital market.
Enbiton of CSPC followed closely behind, ranking among the top with a hospital market growth rate of 25.8%. In fact, CSPC Pharmaceutical Group has implemented a separate team sales for Nbipu since 2017 and established CSPC Nbipu Company. Its sales model imitates multinational pharmaceutical companies, conducts academic promotion, is driven by evidence-based medicine, and cooperates with the entry into medical insurance and guidelines.
Currently, since NBIPU is still under patent protection, the industry expects that this variety will continue to grow rapidly. However, as the country intensifies the centralized procurement of chronic disease drugs, there have been rumors in the industry that Enbito will be included in the centralized procurement.
Looking at all major therapeutic areas, affected by the epidemic, the quarterly sales of each category in the second quarter dropped significantly year-on-year. Jianshi Bureau found that the quarterly sales of proprietary Chinese medicines reached 27.6 billion yuan, with a year-on-year growth rate of -18.5. The year-on-year growth rates of MAT for eight categories including cardiovascular, respiratory, neurological, and systemic infections were -14.3, -10.9, -9.1, and -11.9 respectively.
Affected by the new coronavirus epidemic, the number of outpatient visits and patient visits in hospitals has shown a downward trend, which has also directly led to the sales of various categories. overall decline. However, the industry generally believes that sales will gradually recover as the epidemic normalizes.