News list
01 Financial market
- Pharmaceutical sector stocks frequently hit the daily limit, continuing the overall general upward trend at the close of last week. (See the key to read in detail)
- 4.2 billion fell to 1.1 billion ! The star variety of the past is no longer popular? (See the key to read in detail)
02 Industry is concerned about
- 19 exceeded US$1 billion varieties are first imitated on the road, is a big sky clear , hausen , Qilu and others are attacking. (See the key to read in detail)
- Minery , WuXi, Hengrui has launched the " repurchase wave "! (See the key to read in detail)
- Biosimilar drugs may be included in the centralized procurement or become a foregone conclusion ! Previously, the National Health Insurance Administration has issued news many times, intending to send out the signal of "incorporating biosimilar drugs into centralized volume-based procurement."
03 Today's hot discussion
- Roche Pharmaceutical "sword pointing" stone medicine Ouyi infringement ! (See the key details for details)
- 16 doctors in the country prescribe drugs randomly treat new crown patients severely punished. (See the key to read in detail)
- Notice is issued in one place: Continuous insurance participation can increase the reimbursement ratio. (See the key details for details)
04 List of releases
- significant! Hospital drug sales ranking is here! (See the key details for details)
05 Drug approval
- heavy anesthetic varieties, Yangtze River entered the market to "grab food", and 90% of Enhua Pharmaceutical's market will be impacted. (See the key details for details)
- 3 days ago, the official website of National Medical Products Administration showed that two generic drugs, Renfu Pharmaceutical, were approved for production and were regarded as over-evaluated, namely propofol medium/long chain fat emulsion injection and finasteride tablets. Since the beginning of this year, 11 varieties of Renfu Pharmaceutical have been approved for production and are considered to be passed. Among them, oxycodone hydrochloride sustained-release tablets and clobazhan tablets are the first imitations + the first ones have been passed.
06 Drug development
- Recently, DICE Therapeutics Company issued an announcement stating that the oral small molecule IL-17 inhibitor DC-806 has completed phase I clinical verification, realizing the clinical concept of oral small molecule IL-17 antagonist for psoriasis treatment. Affected by this news, DICE's stock price soared by 87%.
- Recently, the official website of CDE shows that the HEC138671 tablets of the Class 1 new drug developed by Guangdong Dongyangguang Pharmaceutical have obtained implicit permission from clinical trials and are intended to be used for the treatment of non-alcoholic steatohepatitis (NASH).
Focus on reading
Financial market
[Pharmaceutical sector stocks have frequently hit the daily limit, continuing the overall general upward trend at the close of last week] Recently, Tongce Medical , Hengrui Medical , Mindray Medical , etc. have all risen to different amplitudes. Data shows that on October 17, the A-share medical device sector index rose by than 2.35% , while html such as Huitai Medical, Dirui Medical, microelectrophysiology, etc. hit the daily limit by . Antu Biologics , Dabo Medical , Jiuan Medical and other 10% limit up .
It is reported that on October 14th, starting last Friday, the pharmaceutical sector overall rose sharply. As of the closing of the day, the Pharmaceutical and biological sector rose 7.13% ; medical devices and medical services both rose more than 9% ; from the perspective of individual stocks, Tongce Medical, Hengrui Medical, Changchun Hi-Tech and other have hit the daily limit .
industry said that for the rise of the pharmaceutical sector, behind it is the promotion of the multiple policies of that are favorable to .Among them, China Securities said that multiple policies have sent positive signals and are optimistic about the continued rebound in the pharmaceutical and medical market. After more than a year of full adjustments, the proportion of institutional funds over-allocation, industry valuation, etc. have all returned to the bottom of the ten-year cycle. Recently, the pharmaceutical sector has ushered in the moderate implementation of spinal procurement, the procurement of biochemical diagnostic reagents + electrophysiological consumables is better than expected, the incentive policies for interest-subsidized loans for medical equipment, and the Medical Insurance Bureau reiterated the lack of centralized procurement of innovative medical devices. The policy risks of long-term suppression of sector valuation are expected to be gradually released, and relevant sectors and individual stocks are expected to get out of the performance trough, and investment sentiment is expected to continue to improve.
[4.2 billion fell to 1.1 billion! The star variety of the past is no longer popular? 】 In recent years, due to the restricted use of for antibiotic products , the growth rate of the market size of this category has declined significantly. According to data from Yaorong Cloud, injection cefxitin sodium was once a star variety of for exceeding 4 billion yuan. It achieved a good result of 4.2 billion yuan in the hospital market in my country in 2014. After that, its sales have declined all the way and the market has continued to shrink. In 2020, its sales fell the most severely, and the hospital market size fell to 1.373 billion yuan, a year-on-year decrease of 47.38%. By 2021, it was only 1.1 billion yuan in .
3 Injection Cefoxitin sodium sales in hospital
(Source: Yaorongyun National Pharmaceutical Sales Database)
Yangtze River Pharmaceutical is the first domestic enterprise to pass consistency evaluation of the drug and was approved for listing on November 19, 2020. Since its listing, Yangzijiang Pharmaceutical's market share has continued to expand, from 20.96% in 2017 to 24.06% in 2021, and replaced , Haikou Pharmaceutical Factory, , and became the top 1 company in the market share of cefxitine sodium.
At present, there are 101 drug approvals for injection in China and are still in use, involving 50 companies, including Xinlitai , Haikou Pharmaceutical Factory, Yangtze River Pharmaceutical, Sinopharm Group Zhijun Pharmaceutical, etc.
In recent years, under the implementation of antibiotic drug grading management and other restrictions, the market size of my country's antibiotic has grown slowly. However, with the acceleration of my country's population aging process and the expansion of national medical insurance investment, it is expected that the overall antibiotic industry of will continue to maintain a large demand in the next few years.
industry attention
[19 varieties with first imitation of over US$1 billion are on the way, Zhengdatianqing, Hausen, Qilu and others attack] days ago, Xiansheng Pharmaceutical won the first imitation of idrutinib, and the original product's global sales in 2021 reached US$9.78 billion. With its market and pricing advantages, the first generic drug has always been the focus of domestic pharmaceutical companies' research and release. According to incomplete statistics, among the celebrity drugs with global sales exceeding US$1 billion in 2021 and no first-time generic approval in China, there are 19 varieties of . Among them, 5 varieties have sold in the three major terminals and 6 major markets in 2021 (see the end of this article for details) with sales of exceeding 1 billion .
Judging from the company's application situation, China Biopharmaceutical has deployed 8 varieties of , among which rucotinib, everolimus and fluticasone vilanterol are exclusively declared; Qilu Pharmaceutical has deployed 7 varieties of , among which dotelavir, leocigua, and olaparib are exclusive/first declarations; in addition, Kelun Pharmaceutical has deployed 3 varieties of , among which Kelun Pharmaceutical, Bet Pharmaceutical, Xuantai Pharmaceutical, etc. have all deployed 3 varieties of .
2021 Global sales exceed 1 billion US dollars and there is no approved variety in China.
Note: No sales or sales are less than 100 million yuan* represents
Source: Minnei.com Database
[Minery, WuXi, Hengrui set off a "buyback wave"! 】In 2022, many listed companies continued to increase their investment in repurchasing shares, and the decline in market value further triggered a wave of corporate repurchases.
According to Tonghuashun data, since this year, only Hong Kong stock market has nearly 200 listed companies implement share repurchase . As of October 17 data, Hong Kong-listed companies have repurchased HK$73 billion in 2022, which is nearly twice the total amount of repurchases in 2021, setting a record high.
In fact, listed companies in the pharmaceutical sector are undoubtedly "frequent customers" of the repurchase list.
Recently, many listed pharmaceutical companies have repurchased their own shares in the Hong Kong stock market and the A-share market. Driven by many listed companies such as WuXi Biologics, JD Health , Hengrui Medicine, Aid Biologics , etc., the recovery of the pharmaceutical sector may promote the capital market to become more active. In addition, there are many companies such as Zhaoyan Pharmaceuticals and Kangyuan. Although they have not yet performed repurchase operations, they have also issued repurchase plan announcements.
is affected by multiple factors, and the overall performance of the Biomedical sector obviously cannot satisfy investors . Is this round of repurchase boom aroused? Is it the company’s financial decision to take the initiative to maintain its stock price and market value, or is it the Jedi counterattack after market confidence fell to the bottom? Let's wait and see.
Today is hotly discussed
[Roche Pharmaceutical "sword pointing at" Stone Medicine Ouyi infringement] On October 18, the official WeChat public account of " Roche Pharmaceutical " issued a statement directly pointing to the infringement of generic drugs that Stone Medicine Ouyi recently approved for marketing.
statement pointed out that Roche Pharmaceutical's innovative drug Mabaloxavir tablets (trade name: Sufuda®) and its active ingredients are protected by the Chinese invention patent . The patent protection period ends on September 21, 2031. Without the permission of the patent owner, no individual or entity may manufacture, use, sell or make an offer to sell mabaloxavir compounds and/or drugs containing mabaloxavir compounds in mainland China for the purpose of production and operation.
Roche Pharmaceutical believes that the generic drug of Mabaloxavir tablets approved for marketing by Shiyao Group Ouyi Pharmaceutical on October 11, 2022 (approval number: National Drug Approval No. H20223746) will constitute infringement if it is manufactured and sold for the purpose of production and operation in the subsequent purpose.
Roche Pharmaceutical stated that it had communicated with Shijiao Group Ouyi Pharmaceutical many times, but Shijiao Ouyi believes that its generic drugs are also within the scope of protection of China's invention patent No. ZL201180056716.8, and at the same time refuses to promise not to infringe patent rights. Shijiao Ouyi's approach will greatly interfere with the subsequent research and development and commercialization of Roche Pharmaceutical's mabaloxavir tablets.
Finally, Roche calls on all raw material/drug manufacturers, business units, sales platforms, and medical institutions to respect intellectual property rights and not commit infringement, otherwise they will actively take legal measures to safeguard their legitimate rights and interests.
[16 doctors were punished for prescribing drugs for treating COVID-19 patients] Dutch authorities reported on the 17th that 16 doctors in the country were punished for prescribing drugs for treating COVID-19 patients. One of the doctors was severely fined nearly 13,000 euros for prescribing drugs for prescribing drugs for treating COVID-19 patients.
Announcement issued by the Dutch Health and Youth Supervision Bureau on the same day showed that the drugs involved in were hydroxychloroquine and ivermectin . Hydroxychloroquine is an immunosuppressive and anti-parasitic drug, used to prevent and treat malaria , lupus and arthritis; ivermectin is an anti-parasitic drug, which can treat scabies caused by head lice, scabies mites , river blindness and lymphatic filariasis .
announcement stated that according to regulations, unless the relevant drug catalog or industry standards have been issued, Dutch doctors cannot "use drugs beyond the drug instructions". At present, the Dutch authorities have explicitly prohibited the prescription of hydroxychloroquine or ivermectin for the treatment of new crown patients.
However, 16 doctors " committed crime against the wind " ignored regulations and prescribed hydroxychloroquine and ivermectin for treatment of new coronavirus patients. One of the doctors prescribed medicines about 150 times. From July to October this year, Dutch authorities issued "finishments" to them, and doctors who prescribed medicines about 150 times were severely fined nearly 13,000 euros. (Source: China News Network )
[One place issuance notice: Continuous insurance participation can increase the reimbursement ratio] On October 18, Hunan Provincial Medical Insurance Bureau issued the "Implementation Measures for Basic Medical Insurance for Urban and Rural Residents in Hunan Province (Draft for Comments)" (hereinafter referred to as " Draft for Comments "). In order to standardize and improve the unified urban and rural residents' basic medical insurance for (hereinafter referred to as resident medical insurance) system in the whole province, and formulate measures in combination with the actual situation in Hunan Province.
"Draft for soliciting opinions" proposes that for those who have participated in resident medical insurance for more than 5 years (inclusive) and the corresponding payment ratio will be increased by 2 percentage points; for those who have participated in resident medical insurance for more than 10 years (inclusive) and the corresponding payment ratio will be increased by 5 percentage points. Then according to the new method, if you participate in insurance for 10 consecutive years and seek medical treatment at grassroots, first-level, second-level, third-level, and provincial and ministerial medical and health institutions, the reimbursement ratio within the policy scope of will be as high as 95%, 90%, 85%, 70%, and 65% , respectively.
list release
[Big! Hospital drug sales rankings are here! 】 Recently, IQVIA released the drug market sales data of Chinese hospitals (for "hoses with more than 100 beds") in Q2 2022. The total sales of hospitals in the second quarter reached RMB 218.4 billion, a year-on-year decrease of 5.8%... The total sales of MAT (rolling data) in Q1 2022 were approximately 909.1 billion , and increased by 0.9% year-on-year.
is still affected by the new crown epidemic in the first half of this year. At the same time, with the continuous advancement of volume-based procurement of drugs and the implementation of other major policies, the sales of various pharmaceutical companies have declined , and sales in the second quarter decreased significantly.
Drug approval
[Big narcotic varieties, Yangzijiang enters the market to "grab food", and 90% of Enhua Pharmaceutical's market will be impacted. 】 On October 18, the latest announcement of the CDE official website showed that , and the application for listing of etomidate emulsion injection was accepted by CDE for the CDE.
etomidate milk injection (etomidate fatty milk injection), is a new high-efficiency, ultra-short-effect non-barbiturate intravenous anesthetic agent. It is clinically used for intravenous general anesthesia induction or anesthesia assistance, with high safety and is one of the commonly used drugs for anesthesia induction.
After nearly 40 years of clinical use, etomidate has received a large number of domestic guidelines/consensus recommendations, becoming an indispensable common drug for intra-ansthesia and comfortable diagnosis and treatment of operating rooms in anesthesia and intra-operative medical treatment, and has a wide range of clinical applications.
According to m Inner Network data, etomidate has risen well in recent years. In 2021, the terminal sales of domestic sample hospitals was 250 million yuan, a year-on-year increase of 50.2%, and it is enlarged to about 800 million yuan nationwide; in 2022, H1 sales were 138 million yuan, a year-on-year increase of 22.13%, ranking 6th in the [anthocyanate] ranking of public hospitals in key provinces and cities.
(Source: Minnei.com)
Enhua Pharmaceutical has been engaged in the research and development and production of central nervous system drugs for nearly 30 years. It is a national designated anesthesia and psychotropic drugs production base. It is an important domestic manufacturer and seller of central nervous system drugs (including anesthesia, psychiatric and neurological pharmaceutical raw materials and its preparations). Enhua Pharmaceutical has entered the top 5 terminal general anesthetics companies in public medical institutions in China since 2020.
and Yangtze River Pharmaceutical is the overlord of the nervous system drug field. accounts for more than 11% of the major drugs in 2021. Its pain-relieving variety dezocin injection is the top of the list of nervous system drugs, and dacronin hydrochloride gel is the top 1 in the local anesthetic market. In recent years, Yangzijiang has actively deployed the field of anesthetics. Since 2021, it has launched three major anesthetic varieties, namely propofol medium/long chain fat emulsion injection, ropivacaine methanesulfonate injection and ropivacaine hydrochloride injection. In addition to etomidate milky injection, another anesthetic product, esketamine hydrochloride injection, is currently in the clinical stage.
This article was first published on the official account "If There Are Healthy People", welcome to follow.
Health knowledge
The burden of cardiovascular disease and diabetes deaths caused by excessive intake of sugary beverages is particularly prominent. In the past 30 years, the number of deaths from ischemic heart disease and diabetes has increased by 95% and 94%, respectively.
——Health Times
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