Recently, IQVIA released a review of the Chinese hospital medicine market in the first quarter of 2020.
Among them, the top 10 best-selling products for hospital medicines are respectively occupied by Caronine, Pulmicort Resul, Supushen, Enbipu, Kewei, Herceptin, Teresa, Lipitor, Laitsch, and Befal. It is worth noting that compared with the 2019 list, this year's list has changed a lot. Except for the impact of the epidemic, the total sales in the first quarter were about 163 billion yuan, a year-on-year decrease of 21.6%. The top ten products It can also be described as a major reshuffle.
Specifically, Pfizer’s Lipitor dropped more, from second place in 19 to eighth place, Sanofi’s Plavix, Shandong Danhong’s Beitong and other drugs completely disappeared from the list; AstraZeneca’s Teresa, Sanofi’s Lairishi and Bayer’s Baifule have entered the list for the first time. Among them, AstraZeneca's Teresa ranked seventh with a growth rate of 463.5%. In addition, there are three other drugs with MAT growth of more than 20% year-on-year.
Herceptin: an increase of 90.7%
Herceptin, the generic name trastuzumab, is a molecular targeted therapy drug. By binding to the HER-2 receptor, it can hit HER-2 amplified breast cancer patients, clearly reducing the recurrence rate of breast cancer after surgery. Herceptin is Roche's core product. To a certain extent, Roche has almost monopolized the global market in the breast cancer drug market targeting the HER2 monoclonal antibody.
According to data, Herceptin's sales in China in 2018 were 2.622 billion, and China's sales in 2019 were 5.85 billion. In 2020, it is still developing rapidly. Industry analysts believe that in the new medical insurance in 2020, Herceptin will drop from 7,600 to 5,500, which will further promote Herceptin’s market volume while compressing the space.
Enbipo: an increase of 22.6%
Enbipu is a leading product of CSPC, mainly used for the treatment of acute ischemic stroke. In recent years, CSPC has continued to attach importance to the deep cultivation of the hospital drug market and the market sinking, and is using various measures to effectively develop the market potential of Enbipu. At present, it has added 4 new guidelines and carried out more than 100 medical researches in total, providing strong support for market sinking and continuous growth.
Kewei: an increase of 21.6%
In the first quarter of 2020, due to the weakening of influenza transmission during the outbreak, Kewei sales increased by 7% year-on-year. Dongyang Sun Pharmaceutical expects that the epidemic will continue to affect Kewei's sales performance in the second quarter, but the impact will gradually weaken from the third quarter. In addition, Dongyang Pharmaceutical has previously emphasized in its annual report that the sales of Kewei through channels such as primary hospitals, retail pharmacies and online platforms have grown strongly, accounting for 42% in the first quarter of 2020 (28% in the first quarter of 2019). It is expected that Kewei will achieve high single-digit sales growth in 2020, or it may exceed the scale of tens of billions.
In general, from the review of the Chinese hospital pharmaceutical market in the first quarter of 2020, it can be found that anti-tumor drugs and immunomodulators are relatively less affected by the epidemic, and have greater stress resistance and growth potential. In addition, from the use of medical insurance catalogs in recent years, it can be found that the increase in the number of anti-tumor and immunomodulators is increasing year by year. Taking the two together, it can be predicted that the sales of these two major therapeutic drugs in the hospital market will continue to rise, and in the future may become the main flow of medical insurance fund payment increments.
