93 exclusive protected Chinese medicine varieties sold for 20 billion!

420　，1993，，，，108（+），93，2019200。2020，？，？

 

9313，、

 

1：93

：

 

108，93，13。，18，7，25，2。

 

1：1

：

 

The first level is the highest level of protection.
Information related to the composition of prescriptions and manufacturing methods shall not be disclosed.
The transfer of prescription composition and manufacturing methods of first-level protected varieties of traditional Chinese medicines to foreign countries should also be handled in accordance with relevant national confidentiality regulations.
There are currently 3 primary protected varieties under protection, including Yunnan Baiyao Capsules and Yunnan Baiyao (powder) of Yunnan Baiyao Group, and Pien Tze Huang (tablets) of Zhangzhou Pien Tze Huang Pharmaceutical.

 

Both Yunnan Baiyao and Pien Tze Huang regard the possession of first-class protected Chinese medicines as the company's biggest selling point.
The competition between the two Chinese medicine companies in terms of performance and market value has also become a hot topic in the industry.
From the perspective of company size, Yunnan Baiyao has a revenue of more than 30 billion yuan and a net profit of 5 billion yuan, occupying a place in the leading echelon of traditional Chinese medicine; and Pien Tze Huang’s performance has continued to increase in recent years, and its market value has once rushed to 200 billion yuan.
, Steadily won the status of "the first brother of Chinese medicine stocks".

 

　　Table 2: 2020 performance and market value of two leading Chinese medicine companies

　　Source: annual reports and express reports of listed companies

 

　　Note: Market value data is as of the close of noon on the press date

 

　　Pien Tze Huang is known as the “luxury” in medicine.
Its main raw materials include musk, bezoar, panax notoginseng, snake gall, etc.
, all of which are rare medicinal materials, mainly targeting the retail market; while Yunnan Baiyao takes the national-level “magic medicine” route, with Tianqi as the main raw material , Borneol, Sanyu grass, white ox gall, panzanosaurus, yam, Kuliang ginger, geranium, alcohol, etc.
, are more people-friendly.
Capsules mainly target the medical institution terminal, and powders mainly target the retail market.

 

　　In recent years, the continuous introduction of new medical reform policies have continued to affect the terminal drug sales of medical institutions , while new policies such as prescription outflow and online sales of prescription drugs have promoted the expansion of the retail market, and the market layout of the two major Chinese medicine leaders is also constantly adjusted.

 

　　Yunnan Baiyao mentioned in the latest investor survey meeting that the company will accelerate the secondary development and safety re-evaluation of old products such as Yunnan Baiyao Powder and Yunnan Baiyao Capsules.
Recently, the consumption of Yunnan Baiyao Capsules in some key hospitals has increased significantly.
In the future, we will continue to promote the development of public welfare project brand activities, paving the way for entering the field of traumatology.

 

　　Pien Tze Huang began to establish channels nationwide by opening experience stores in 2015, and the experience stores have achieved the dual role of "channel expansion + brand promotion".
With the expansion of the number of experience stores nationwide, the proportion of experience store channel revenue has increased year by year.
As of 2019, the proportion of experience store channels has exceeded 30%.

 

　　20 varieties of medical terminals sold over 100 million in half a year, and Naoxintong capsules won the first prize

 

　　Table 3: Exclusive Chinese medicine protected varieties with sales exceeding 100 million yuan in 2020H1

　　Source: China Traditional Chinese Medicine Protected Varieties Catalog Database on Mynet

 

　　According to data from Menet.
com, in the first half of 2020, the sales of Naoxintong capsules exceeded 1.
2 billion yuan in urban public hospitals, county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) in the first half of 2020, a year-on-year increase 2.
89%.
Among the TOP10 oral products for cerebrovascular diseases, Naoxintong Capsules has been firmly in the top position with a market share of more than 18%.

 

　　Figure 2: Quarterly sales of Naoxintong capsules

　　Source: Mi Nei.
com, China's public medical institutions terminal competition pattern

 

　　Affected by the epidemic in the first quarter of 2020, the frequency of patient visits at the hospital terminal decreased.
The sales of Naoxintong capsules fell by about 4% year-on-year.
In the second quarter, the epidemic was controlled, and sales increased by more than 9% year-on-year.
The step length is reported in the third quarter of 2020.
It mentioned that the company's operating income and net profit both have positive growth, and it is expected that the leading product, Naoxintong Capsules, will also maintain a growth trend.

 

　　In addition to Naoxintong capsules, there are 10 exclusive products showing positive growth in the first half of 2020.
Tiandantongluo capsules, which are also used for cerebrovascular diseases, are also growing at a very impressive sales rate, with sales exceeding 200 million yuan and a growth rate.
Close to 30%.

 

　　In the first half of 2020, the growth rates of the three topical varieties of compound yellow cypress liquid paint, Tongluo Qutong ointment, and Shexiang Zhuifeng analgesic ointment were 27.
11%, 6.
56%, and 15.
19%, respectively, while the overall scale of topical Chinese patent medicines fell by 7.
75%.
, The three exclusive protected varieties of traditional Chinese medicines have shown strong market potential.

 

　　Pien Tze Huang in the retail market, Livzon soared by nearly 60%

 

　　Table 4: Exclusive Chinese medicine protected varieties with sales exceeding 100 million yuan in 2020E

　　Source: Mi Nei.
com, China's urban physical pharmacy pharmacy competition pattern

 

　　In the physical pharmacies of Chinese cities , there are 9 exclusive protected Chinese medicines with sales expected to exceed 100 million yuan in 2020.
Naoxintong Capsules, Huangkui Capsules, Tongluo Qutong Ointment, and Simotang Oral Liquid are also on the list.
These 4 Each product has strong market potential in the medical institution terminal and the retail market, and is worthy of continued attention.

 

　　Figure 3: Pien Tze Huang's annual sales (unit: ten thousand yuan)

　　Source: Mi Nei.
com, the competitive landscape of physical pharmacies in cities in China

 

　　In 2020, Pien Tze Huang’s sales in physical pharmacies in cities in China are expected to exceed 800 million yuan.
This exclusive TCM protection product has been firmly on the top 1 list of hepatitis drugs.
Its market share has increased from 28.
26% in 2015 to 41.
88% in 2020.
, Can be described as a great ride, leading the coquettish.

 

　　Figure 4: Annual sales of anti-viral particles (unit: ten thousand yuan)

　　Source: Mi Nei.
com, the competitive landscape of physical pharmacies in cities in China

 

　　The antiviral particles of Sichuan Everbright Pharmaceutical, a subsidiary of Livzon Group, are a grade 2 Chinese medicine protected product.
It is expected to rank ninth in the TOP10 terminal cold medicine products of physical pharmacies in Chinese cities in 2020, with sales exceeding 200 million yuan.
Livzon mentioned in its 2020 annual report that the company’s marketing team actively deployed to respond to the impact of the epidemic, promoted antiviral particles and other key traditional Chinese medicines to enter the new coronary pneumonia diagnosis and treatment guidelines, and organized a number of online academic promotion activities to advance the line Online and offline precision marketing, the product coverage of chain pharmacies and other terminals continue to expand, and the sales of antiviral particles continue to grow.

 

　　The fifth batch of national procurement began to report, and the proprietary Chinese medicines have not been involved yet

 

　　A few days ago, the industry circulated a notice regarding the submission of procurement data related to the scope of the fifth batch of nationally organized drugs for centralized procurement of drugs.
According to the report volume catalogue, this time involved 60 varieties and as many as 207 product specifications, which is the largest scale so far.
, A national sourcing with the largest number of products, industry insiders predict that the market size that affects the terminal may exceed 50 billion yuan.
Judging from the fifth batch of centralized procurement catalogs, insulin, biosimilar drugs, and Chinese patent medicines that the industry continues to pay attention to are still not involved, so many companies temporarily let go of their suspicions.

 

　　The hot topic of centralized procurement of Chinese patent medicines has also attracted the attention of many pharmaceutical companies at the two sessions this year.
Lu Qingguo, chairman of Chenguang Bio, believes that the implementation of centralized procurement bidding for Chinese patent medicines can effectively promote the large-scale production and operation of Chinese medicine companies, reduce the cost of Chinese patent medicines, and enable Chinese medicine companies to achieve healthy development while focusing on management and technological progress, thereby promoting The healthy development of the Chinese medicine industry.
The scientific development of centralized procurement of Chinese patent medicines is a topic that Kangyuan Pharmaceutical Chairman Xiao Wei focuses on.
He mentioned that in order to avoid the flood of inferior products that ignore quality and malicious bidding, so that ordinary people can really use medicines with peace of mind, he suggested In the process of centralized procurement, research and formulate a scientific drug cost and price evaluation system, set a reasonable price bottom line for centralized procurement, and ensure the product quality of Chinese patent medicines.

 

　　At present, the national centralized procurement has passed four batches and five rounds, and a stable mechanism has been formed in the industry.
Domestic pharmaceutical companies have adapted to the game rule of "price for quantity", patient groups have also benefited, and the industry ecology is moving forward.
More positive and healthier development.
As China’s treasures, proprietary Chinese medicines are also in urgent need of a strategic adjustment for the survival of the fittest in the growing market.
The general direction is a foregone conclusion, and small details await official announcements.
At present, Chinese medicine companies are paying more attention to the detailed rules for special collection of Chinese patent medicines.
Scientific pricing and quality assurance are consensus.
For Chinese patent medicines that are protected by Chinese medicines and have received national honors and other labels , Whether it will be reflected in the evaluation is also worthy of further attention.

 

　　Source: Minet database

　　Medical Net, April 20th.
my country attaches great importance to the protection of famous and high-quality Chinese patent medicines.
Since 1993, the Chinese medicine variety protection system has been implemented.
With the passage of time, the early protected varieties are gradually facing the situation of expiration.
Up to now, they are still being protected.
During the period, there were only 108 protected varieties of traditional Chinese medicine (according to product name + company statistics), of which 93 were exclusive products.
In 2019, the total sales in China's public medical institutions and Chinese urban physical pharmacies exceeded 20 billion yuan.
The 2020 epidemic has severely hit the global economy.
What is the situation of these exclusive Chinese medicine protected varieties in various terminals? Under the normalization of centralized procurement, what will be the fate of the protected varieties of traditional Chinese medicine?

 

　　93 exclusive varieties are distributed in 13 categories, Yunnan Baiyao and Pien Tze Huang occupy the highest level

 

　　Figure 1: Major categories involved in 93 exclusive protected varieties of traditional Chinese medicine

　　Source: Data compiled by Mi Nei.
com

 

　　Up to now, there are 108 protected varieties of traditional Chinese medicines that are still under protection, of which 93 are exclusive, distributed in 13 categories.
Cardiovascular and cerebrovascular disease drugs have the most exclusive varieties, reaching 18, in addition to 7 non-exclusive varieties are still under protection, a total of 25 traditional Chinese medicine protection varieties are still under protection, and the protection level is level 2.

 

　　Table 1: Status of Grade 1 protected varieties that are still in the protection period

　　Source: China Traditional Chinese Medicine Protected Varieties Catalog Database on Mynet

 

　　The first level is the highest level of protection.
Information related to the composition of prescriptions and manufacturing methods shall not be disclosed.
The transfer of prescription composition and manufacturing methods of first-level protected varieties of traditional Chinese medicines to foreign countries should also be handled in accordance with relevant national confidentiality regulations.
There are currently 3 primary protected varieties under protection, including Yunnan Baiyao Capsules and Yunnan Baiyao (powder) of Yunnan Baiyao Group, and Pien Tze Huang (tablets) of Zhangzhou Pien Tze Huang Pharmaceutical.

 

　　，、。，300，50，；，2000，“”。

 

　　2：2020

　　：、

 

　　：

 

　　“”，、、、，，；“”，、、、、、、、、，，，。

 

　　，、，。

 

　　，，，，。

 

　　2015，“+”。，，201930%。

 

　　20，

 

　　3：2020H1

　　：

 

　　，2020、、（），12，2.
89%，TOP10，18%。

 

　　2：

　　：

 

　　2020，，4%，，9%，2020，。

 

　　102020，，2，30%。

 

　　、、202027.
11%、6.
56%、15.
19%，7.
75%，。

 

　　，

 

　　4：2020E

　　：

 

　　，20209，、、、，4，。

 

　　3：（：）

　　：

 

　　20208，TOP1，201528.
26%，202041.
88%，，。

 

　　4：（：）

　　：

 

　　2，2020TOP10，2。2020，，，，，，。

 

　　，

 

　　，，，60，207，、，，500。，、，。

 

　　，。，，，，，。，、，，，，，。

 

　　，，“”，，。，，。，，，、，、，，。

 

　　：