4 billion varieties of men's winter insulin, the market shock came

Pharmaceutical network January 20, 4 billion varieties, the market impact came as a diabetes drug "new expensive", mendong insulin with flexible drug use, quick effect, better patient compliance and other advantages.
In recent years, with Gan Li Pharmaceutical Mendong insulin 30 injection approved by the Drug Administration registration, the voice of domestic brands is increasing day by day, three generations of insulin in the Chinese market foreign-owned pattern has been broken, Mendong insulin market is about to usher in a reshuffle.
, there are giants leading, and then there are generic drug companies plus code clinical research and development, the future of the domestic insulin market competition is becoming increasingly fierce.
men's winter system has the advantages of drug flexibility, quick effect and so on, Gan Li Pharmaceuticals issued an announcement, men's winter insulin 30 injection was approved, is the first domestic approval of men's winter insulin 30 injection.
the drug is a third-generation premixed insulin-like material and is suitable for the treatment of diabetes.
it is understood that in December 2014, Gan Li Pharmaceuticals submitted to the State Drug Administration mendong insulin 30 injection drug registration application was accepted, after six years was finally approved.
is a short-acting insulin similar to Noor and Nord, a third-generation insulin that workes faster than recombinant human insulin.
, mendon insulin 30 injection is the third generation of premixed insulin similar, suitable for the treatment of diabetes, can be in-person injection, its HbA1c compliance rate is higher, can better control blood sugar after meals.
the drug has significant advantages in improving blood sugar control, reducing the risk of hypoglycemia, improving compliance, and saving medical costs, and is more suitable for patients at high risk of hypoglycemia perception impairment (IAH).
HbA1c refers to glycation of hemoglobin, HbA1c can assess the average blood sugar of diabetics for nearly 90 days.
normal value of glycoglobin is less than 6.0, if the glycation of hemoglobin is greater than or equal to 6.5, it is highly suspected that it is possible to have diabetes.
Chart 1.Second-generation insulin and third-generation insulin comparison data source: "Chinese Journal of Medical History", Zhongkang Industrial Capital Research Center from the start-up time, the mendong insulin start-up time is faster.
From the molecular structure, mendon insulin B chain 28th amino acid is negatively charged winterline, amino acid changes make the charge rejection, hinder the polymerization of insulin monosome, and because insulin is a monosome of the structure, so mendong insulin can play a role in rapidly reducing blood sugar.
Compared with the second generation, the third generation insulin medication, represented by mendon insulin, can further simulate the physiological insulin secretion curve of the human body, accurately regulate the blood sugar concentration of the human body, reduce the risk of hypoglycemia, and further improve safety and effectiveness.
, on the other hand, mendon insulin is mainly used during meals, and patients are more dependent.
Three generation of insulin domestic substitution effect show no and Nord a unique pattern will be broken insulin drug market potential is huge, China's insulin market has achieved high-speed growth, but with reference to the development of the developed countries market, the domestic market still has great potential for development, mainly reflected in a large group of patients.
According to the latest data released by IDFDiabetes Atlas, China ranked first in the number of people with diabetes in 2019, with a total of about 116.4 million, India second with about 77 million people with diabetes and the United States with 31 million people with diabetes.
addition, China also has the largest number of diabetes among the elderly, with 35.5 million people aged 65 and over now expected to grow to 54.3 million by 2030 and 78.1 million by 2045.
Chart 2. Top 10 countries (2019, 2030, 2045) for adults (20-79 years old) with diabetes Source: IDF Diabetes Atlas (9th edition), followed by market opportunities a result of the increased cost of diabetes treatment.
the latest IDF data, for example, the United States has the highest diabetes-related health spending at about $294.6 billion, with China in second place at about $109 billion.
the U.S., China has the most diabetes patients, but spends less on diabetes, lower per capita diabetes costs, and is expected to spend more on diabetes treatment in the future.
Chart 3.Adult (20-79 years old) diabetes patients medical-related expenditure of the top 10 countries or regions (2019) data source: IDF Diabetes Atlas (9th edition), China Kang Industrial Capital Research Center for many years, China's recombinant human insulin similars market has been firmly occupied by foreign products, Sanofi, No.
previously, there was only one manufacturer of men's winter insulin 30 injections worldwide.
and Nord's 2019 annual report shows that premixed winter insulin injections will have global sales of DKK 9,585 million in 2019 and approximately DKK 4,302 million in China.
And this time Ganli Pharmaceuticals obtained men's winter insulin and men's winter insulin 30 injections on the market batch, is expected to break the nearly 15 years of noro and Nord in the domestic monopoly in this field, and accelerate the domestic replacement process of men's winter insulin 30.
first of all, the sales of men's winter insulin increased year by year.
Chart 4.Mendong Insulin Retail Market Sales Data Source: Zhongkang CMH, Zhongkang Industrial Capital Research Center Chart 5.Mendong Insulin Grade Hospital Sales Data Source: Zhongkang CMH, Zhongkang Industrial Capital Research Center (Note: Grade Hospital is a public level 23 hospital market) Zhongkang CMH system shows that in 2019 Mendong insulin sales at retail terminals were 3 337 million yuan, up 28.1% YoY, and in 2019, the sales of men's winter insulin at the grade hospital terminal (grade hospital is the public level 2 and 3 hospital market) were 3.82 billion yuan, up 4.1% YoY.
the domestic replacement process of insulin, it may be enough to refer to the change of the competitive landscape of insulin glycelin, which can be seen from the evolution of insulin glyceride market share in recent years.
Chart 6.Sample hospital insulin glycelin competition pattern data source: Oriental Securities Research Institute, Zhongkang Industrial Capital Research Center from the market share in recent years, the share of the original research decreased significantly, domestic substitution is just the right time.
as the first domestic large-scale production of ganesin pharmaceutical enterprises, the market share is expected to continue to improve.
as of the first quarter of 2020, Sanofi, a former pharmaceutical manufacturer, had a market share of 74.6 percent in sample hospitals and Gan Li 24.4 percent.
Domestic leading enterprises progress combing in the domestic, men's winter insulin 30 injections and other men's winter insulin medication is also a hot spot for research and development, federal pharmaceutical has submitted a listing application, Yichang Dongsong Sunshine, Tonghua Dongbao, etc. are in clinical trial stage.
Chart 7.Domestic key pharmaceutical companies men's winter insulin research and development progress data source: CDE, China Kang Industrial Capital Research Center from the men's winter insulin research and development progress, Ganli Pharmaceuticals, Tonghua Dongbao, YichangDong Sunshine and other pharmaceutical companies run in front.
this, Gan Li Pharmaceuticals has obtained the men's winter insulin 30 injection registration approval, Dongsan has completed the third phase of the trial, Tonghua Dongbao is carrying out the men's winter insulin 50 injection phase three test.
With the three generations of insulin products of Liaoning Boao Bio, Wanbang Biochemical, Haizheng Pharmaceuticals, Hefei Tianma Bio, Shandong New Era, Dongsian and other enterprises entering the stage after Phase III, the competition in the domestic insulin market is becoming more and more intense in the future.
variable factor in this process is centralized procurement.
Although the current competitive pattern of men's winter insulin is not enough to promote the collection, but in May 2020 Ganli Pharmaceuticals' men's winter insulin was approved, coupled with Tonghua Dongbao and federal pharmaceutical men's winter insulin have been reported, is currently in the process of supplementing, is expected to be approved within a year.
, when the door winter insulin will also form the original research and three domestic manufacturers of the competitive pattern, when it is very likely to collect the winter insulin.