Editor of Yan Dongxue, Health Knowledge Bureau
Affected by COVID-19, the market sales of public hospitals slowed down obviously.
The COVID-19 epidemic sweeping across the country has disrupted the normal rhythm of the whole society. Tourism, exhibition, film and television, entertainment industries are almost frozen, and the catering service industry has plummeted.
However, the number of outpatient visits, hospitalizations and operations in hospitals has declined to varying degrees, and the marketing of pharmaceutical companies in the second quarter has also been affected to varying degrees.
According to the data released by IQVIA, the total sales of hospitals in China in the second quarter was about181500 million yuan, down 15.3% year-on-year. Among them, the sales of multinational enterprises was 52.6 billion yuan, down 1 1.0% year-on-year. The decline of domestic pharmaceutical companies is more obvious, with sales of about 654.38+02.9 billion yuan, reaching 654.38+06.9%.
In addition to the impact of the epidemic, the national centralized drug collection reform has achieved initial results, and a number of expired patented drugs such as Lipitor and Plavix have fallen off the list. The market growth rates of Chinese patent medicines, cardiovascular drugs, systemic anti-infective drugs and respiratory drugs are all above 10%.
In fact, the situation of drug use in the hospital market is a "barometer" of the development of the whole industry, reflecting the gradual emergence of the market for future industrial transformation and domestic and foreign enterprises competing for the market.
However, some analysts pointed out that in the long run, all pharmaceutical companies must consider product positioning, sales channels and academic promotion methods if they want to develop, otherwise it will be difficult to survive in the future pharmaceutical market.
Anti-tumor drugs maintained steady growth.
AstraZeneca and Roche receive health care reform dividends.
Looking at the sales data of hospitals in the second quarter of 2020, only anti-tumor and immunomodulators were relatively less affected by the epidemic, with an increase of 8.9%.
It is worth noting that AstraZeneca's Theresa still maintained a strong momentum in this quarter, with the growth rate of MAT exceeding 220%. The Health Bureau found that Teresa was approved for the first-line treatment of adult patients with locally advanced or metastatic non-small cell lung cancer with positive EGFR mutation from August 2065438 to August 2009.
As an "upgraded version" of AstraZeneca's lung cancer targeted drug Iressa, patients can choose Teresar for further treatment. More importantly, Iressa entered the main battlefield of national public hospitals through drug collection, blocked the entry of competing products at a lower price, and won a larger market space for Iressa.
With the rising incidence of cancer in China, there is still much room for growth in the future market of Teresa. According to the forecast of EvaluatePharma, the global sales will reach 46,543.89 billion US dollars in 2020.
In the field of cancer, not only did Teresa achieve rapid growth in sales, but Roche's Herceptin also achieved a sales growth of 7. 1%. As one of Roche's Troika, Herceptin is the first-line drug against HER2 monoclonal antibody in the breast cancer drug market.
Especially in the new medical insurance in 2020, the market price of Herceptin has dropped from 7600 yuan/bottle to 5500 yuan/bottle. However, with the listing of domestic biological drugs, Herceptin will face the "attack" of many domestic pharmaceutical companies in the future, and the competition in this market is bound to be extremely fierce.
The growth rate of single products in Yang Zijiang and Shi Yao is eye-catching
The year-on-year growth rate of 8 categories was negative.
In addition to the rapid growth in the field of cancer drugs, Yang Zijiang Pharmaceutical's Dexmedetomidine Hydrochloride, Unocal's Enbida, AstraZeneca's Norodom and other drugs have also performed well.
Dexmedetomidine of Yang Zijiang Pharmaceutical Company is very eye-catching with the growth rate of 565,438+05.2%. According to the Bureau of Health Knowledge, the drug won the bid exclusively at the time of drug collection because the competing products failed to pass the consistency evaluation and the original drug was delisted, which quickly gained sales in the public hospital market.
Unacon's Ambito followed closely, with a hospital market growth rate of 25.8%. In fact, starting from 20 17, Unakang implemented individual team sales to Enbip and established the stone medicine Enbip Company. Its sales model follows the example of multinational pharmaceutical companies, which is driven by academic promotion and evidence-based medicine, and at the same time cooperates with medical insurance and guidelines.
At present, because Enbip is still in the patent protection period, the industry expects that this variety will continue to grow rapidly. However, with the country's efforts to increase the centralized collection of drugs for chronic diseases, the industry has also heard the possibility of bringing Embito into centralized collection.
Throughout the major treatment areas, affected by the epidemic, the quarterly sales of various categories in the second quarter decreased significantly year-on-year. The Health Bureau found that the quarterly sales of proprietary Chinese medicines reached 27.6 billion RMB, with a year-on-year growth rate of-18.5%. MAT of cardiovascular system, respiratory system, nervous system and systemic infection increased by-14.3%,-10.9%, -9. 1% and-1.9% respectively.
Affected by the epidemic situation in COVID-19, the number of outpatients and patients in hospitals showed a downward trend, which directly led to the overall decline in sales of various varieties. However, it is generally believed in the industry that with the normalization of the epidemic, sales will gradually recover.