Original title: Development trend of China's antihypertensive drug industry in 2022, the effect of import substitution of is increasingly obvious "Picture"
1. Basic overview of the antihypertensive drug industry
1, high Mainstream treatment methods for blood pressure
Hypertension is a cardiovascular syndrome with elevated arterial pressure as the main clinical manifestation, which can damage important organs and lead to damage to target organs such as stroke, coronary artery disease, heart failure and chronic renal failure. According to the "Chinese Hypertension Health Management Standards (2019 Edition)" and the "China Hypertension Prevention and Treatment Guidelines (2018 Edition)", there are three main therapies for managing blood type hypertension: lifestyle intervention, drug therapy, and interventional therapy (such as RDN).
Mainstream treatments for hypertension
Source: Collection of public information
2, classification
Antihypertensive drugs have gone through many iterations in the past few decades. In the 1960s, antihypertensive drugs were mainly diuretics and thiazide drugs; in the 1970s, they were developed into β-blockers (lorols) and calcium channel blockers (CCB, dipinephrine); in the 1980s, they were mainly calcium channel blockers and angiotensin-converting enzyme inhibitors. Preparations (ACEI, primer type); angiotensin II receptor blockers (ARB, sartans) developed in the 1990s have overcome the possible adverse reactions of primi type antihypertensive drugs, and their effects are more specific, making them currently very competitive hypertension treatment drugs. At present, antihypertensive drugs have been developed in the direction of renin inhibitors, endothelin receptor blockers, etc.
Comparison of antihypertensive drugs
Source: Compilation of public information
2. Antihypertensive drug industry industry chain
The upstream of the antihypertensive drug industry chain mainly includes antihypertensive drug raw material and excipient supply companies, pharmaceutical intermediate manufacturers and API manufacturers; the midstream is the manufacturing company of antihypertensive drugs, including the research and development, production and sales of antihypertensive drugs; the downstream is the terminal consumer market of antihypertensive drugs, mainly sales platforms such as medical institutions, retail pharmacies and pharmaceutical e-commerce.
Antihypertensive drug industry industry chain
Source: Compilation of public information
3. Development status of the antihypertensive drug industry
1. Number of patients with hypertension
Due to the aging of the population and the prevalence of obesity, the prevalence of hypertension is increasing year by year. Data show that from 2016 to 2021, the number of people suffering from hypertension in my country increased from 297 million to 333 million.
Change trend in the number of patients with hypertension in China from 2016 to 2021
Source: Compilation of public information
2, market size
Antihypertensive drugs refer to a type of drug that can reduce blood pressure and is used for the treatment of hypertension . In recent years, the market size of my country's hypertension medication industry has continued to grow, exceeding 100 billion yuan in 2021, reaching 103.5 billion yuan, with a year-on-year growth of 48.26%. It is expected to continue to grow in 2022, with its market size reaching 111 billion yuan.
China's hypertension medication market size and growth trend from 2016 to 2022
Source: Compilation of public information
3. Subdivided product structure
Hypertension treatment drugs mainly include diuretics, beta blockers, calcium channel blockers (CCB), angiotensin-converting enzyme inhibitors (ACEI), angiotensin II receptor blockers (ARB) and single-pill compounds. Data shows that CCB accounts for 36% in 2021, making it the largest subcategory in the hypertension medication industry. It is worth noting that after the centralized procurement of drugs, the main categories of ARB were included in the centralized procurement, and the market size decreased, resulting in the market share of and falling to 11%.
China’s high blood pressure medication segmentation product structure in 2021
Source: Compilation of public information
4, number of patent applications
From the perspective of research and development, the number of patent applications related to my country's antihypertensive drug industry has shown a fluctuating trend in recent years, reaching a historical peak in 2016, with the number of applications reaching 37. As of December 5, 2022, the number of patent applications related to my country's antihypertensive drug industry is 2.
Number of related patent applications in China’s antihypertensive drug industry from 2015 to 2022
Note: (1) Data statistics are as of December 5, 2022; (2) Only the keyword "antihypertensive drugs" are counted.
Source of data: Baiteng.com, compiled by Huajing Industrial Research Institute
4. Competition landscape of antihypertensive drug market
1. Uradil preparation product
Uradil is a selective α1 receptor blocker, used to treat hypertensive crisis (such as a sharp increase in blood pressure) and control perioperative hypertension. At present, urapidil has been unanimously recommended by authoritative guides at home and abroad. Urapidil has a self-limiting antihypertensive effect and does not cause excessive hypotension when used in larger doses. The "Expert Consensus on Perioperative Hypertension Management" of the Chinese Society of Cardiothoracic and Vascular Anesthesia recommends urapidil as one of the preferred drugs for reducing blood pressure in hypertensive emergencies and is the most suitable drug for inducing moderate hypotension (MAP is 70mmHg).
According to minet data, in the sales of urapidil preparation products in public medical institutions in my country in 2021, Takeda Pharmaceutical ranked first, with a market share of 60.66%. Shandong Luoxin Pharmaceutical Group Co., Ltd., Hebei Yipin Pharmaceutical Co., Ltd., Xi'an Lijun Pharmaceutical Co., Ltd. and Heilongjiang Fuhe Pharmaceutical Group Co., Ltd. ranked second to fifth in order.
Competitive landscape of urapidil preparations in China’s public medical institutions in 2021
Source: minenet, compiled by Huajing Industrial Research Institute
2, key enterprises
Huahai Pharmaceuticals 's business covers many fields such as chemical drugs, biological drugs, pharmaceutical packaging and trade circulation. Its main products include cardiovascular, psychiatric, antiviral and antihistamine fields. It is the world's leading manufacturer of cardiovascular and mental health medical products. At present, the company's main business includes the manufacturing and sales of pharmaceutical preparations, chemical raw materials and pharmaceutical intermediates. It is also China's largest supplier of anti-hypertensive drugs Privilege and Sartan APIs. Judging from the company's API business revenue composition, antihypertensive products accounted for 59% in 2021.
Income of Huahai Pharmaceutical’s API business by segment in 2021
Source: Company announcement, compiled by Huajing Industrial Research Institute
5. Antihypertensive drug industry trends
1. Calcium ion antagonists occupy a mainstream position in the market
At present, cilnidipine has entered the 2009 version of the national medical insurance directory, which will provide opportunities for the development of calcium ion antagonists. Due to its significant mechanism of action and therapeutic effect, it has broad market prospects in the antihypertensive drug industry in the future and has become one of the main market growth points.
2. In the future, hospital drugs and retail pharmacies will be the main end markets.
Antihypertensive drugs are one of the drug categories with the largest prescription volume. Currently, its end market is mainly hospital drugs. And because the number of people who use antihypertensive drugs is relatively fixed, consumers have some attempts at drugs. Retail pharmacies also occupy a certain share of the overall market. It is expected that in the future, pharmaceutical drugs and retail pharmacies will become the main terminal market of my country's antihypertensive drug industry.
3. The import substitution effect is increasingly obvious.
As the country gradually introduces a number of policies in the research and development of new drugs, and supports the medical insurance catalog and the research and development of innovative drugs, my country’s antihypertensive drug industry will usher in the trend of technological innovation and gradually produce antihypertensive drug products with good effects and reasonable prices, forming a substitution for imported products.
Original title: The development trend of China's antihypertensive drug industry in 2022, with the import substitution effect becoming increasingly obvious "Picture"
Huajing Industrial Research Institute conducted an in-depth analysis of the development status of China's antihypertensive drug industry, the industry upstream and downstream industry chain , the competition landscape and key enterprises, etc., Minimize corporate investment risks and operating costs and improve corporate competitiveness; and use a variety of data analysis technologies to predict industry development trends so that companies can seize market opportunities in a timely manner; for more details, please pay attention to the "2022-2027 China Antihypertensive Drug Market Competition Situation and Industry Investment Potential Forecast Report" published by Huajing Industrial Research Institute.