A group of pharmaceutical companies attacked 6 billion large varieties: CSPC, Kelun, Yangtze River...

The struggle of 6 billion oseltamivir has never stopped

01

CSPC launches an offense

On August 19, the Insight database showed that CSPC’s application for the listing of generic oseltamivir capsules entered the administrative approval stage and is expected to be approved in the near future

CSPC’s deployment of anti-influenza new drug market is not overnight.

Prior to this, CSPC Ouyi also submitted and accepted the application for the marketing of 4 types of generic drug Mabaloxavir tablets

According to the 2021-2025 Anti-influenza Drug Industry Market In-Depth Research and Investment Prospect Analysis Report released by the New Sijie Industry Research Center, the global annual sales of the world’s major anti-influenza drugs have increased year by year and maintained a relatively rapid growth rate.

In recent years, the number of influenza cases in China has been on the rise

According to data from Mi Nei.

CSPC's 2020 annual report shows that compared with 2019, CSPC's 2020 annual revenue increased by 12.

02

The "jianghu" of oseltamivir

For the six billion oseltamivir arena, pharmaceutical companies have never stopped competing

The original manufacturer of oseltamivir is Roche, and its trade name is Tamiflu

At present, oseltamivir is available in the form of capsules and granules, as well as dry suspension and orally disintegrating tablets

Image source: Insight database

Borui Pharmaceutical

On July 30, the official website of the State Food and Drug Administration issued a pending approval document, and Borui Medicine's oseltamivir phosphate capsule was approved for marketing, becoming the first approved generic drug in China

Beijing Xinghao Pharmaceutical

On September 27, Beijing Xinghao Pharmaceutical's "Oseltamivir Phosphate Orally Disintegrating Tablets" 2.

Colum

On July 31, Kelun Pharmaceutical submitted the "Oseltamivir Capsules" category 4 generic drug listing application and was undertaken by CDE

Yangtze River

On July 31, the Insight database showed that Beijing Haiyan Pharmaceutical Co.

Chengdu Better

On April 2, the official website of CDE showed that the application for the listing of Chengdu Beite's generic drug oseltamivir phosphate capsules was accepted by CDE

In addition, the specifications of oseltamivir are constantly expanding.

03

"Leading boss" encounters "Waterloo"?

Oseltamivir, the "first brother" of the anti-flu, once made Dongyang Sun Medicine a great success
.

In 2018, Oseltamivir was listed as a recommended flu medication by the "Influenza Diagnosis and Treatment Program (2018 Edition)"
.
The so-called time makes heroes, the same is true for oseltamivir, the flu medication
.

Since the launch of oseltamivir in 2006, there have been 3 large-scale influenzas, namely: swine influenza A (H1N1) in 2009, H7N9 avian influenza in 2016, and H7N9 avian influenza in 2017
.
It is worth noting that in 2016 and 2017, Dongyang Pharmaceutical's revenue increased by approximately 36% and 70.
11% year-on-year respectively
.

What is enviable is the performance report of Dongyang Sunshine in 2019, with annual operating income of 6.
22 billion yuan, a simultaneous increase of 147.
9%
.
Among them, the Kewei series of products achieved revenue of 5.
934 billion yuan in 2019, a year-on-year increase of 163.
42%, accounting for 95.
33% of the total turnover of Dongyang Sunshine
.
Kewei Granules achieved revenue of 4.
273 billion yuan, accounting for 68.
65% of Dongyang Sunshine’s revenue, and Kewei Capsules achieved revenue of 1.
661 billion yuan, accounting for 26.
68% of Dongyang Sun Pharmaceutical’s revenue
.

However, under the influence of the global epidemic in 2020, this anti-flu "Big Brother" has lost part of his abilities
.
The 2020 Dongyang Sunshine performance report shows that sales are approximately 2.
348 billion yuan, a year-on-year decrease of 62.
27% compared to 2019.
The sales of its core product, oseltamivir phosphate, are approximately 2.
069 billion yuan (1.
14784 million particles + 928.
9 million capsules).
In the same period of 2019, it decreased by 65.
1%
.
Previously, oseltamivir phosphate was one of the largest single products in the Chinese chemical drug market, accounting for more than 90% of the company's total turnover
.

Regarding the significant decline in the performance of oseltamivir phosphate in 2020, Dongyang Sunshine analyzed in its annual report that the main reason is that due to the impact of the global epidemic, the decline of domestic population mobility and the strengthening of public health awareness, ordinary people are less susceptible to influenza than in previous years
.

It is worth noting that data from Minaiwang shows that in addition to oseltamivir in the field of systemic antiviral drugs, Dongyang Pharmaceutical also has famciclovir tablets, ganciclovir for injection, and valacyclovir hydrochloride tablets.
In 2020, in addition to oseltamivir, Won the first class of new drug emitavir phosphate capsules, and entecavir tablets have also been approved and deemed to have been reviewed
.
The tenofovir fumarate tablets currently under review are expected to be approved in 2021, and the 3 types of generic oseltamivir phosphate dry suspensions that are declared for marketing in 2020 are under review and approval
.

In addition to its rich antiviral industry line, Dongyang Pharmaceutical is also actively deploying innovative drugs and insulin markets.
The annual report shows that Dongyang Pharmaceutical’s R&D investment totals more than 1 billion yuan, accounting for 43.
18% of turnover, an increase of 523.
5% year-on-year
.
The research and development of insulin products has a complete product line plan, covering the second and third generations of insulin.
By then, the 60 billion insulin market may usher in a batch of new competitors
.

Dongyangyang Pharmaceutical used oseltamivir phosphate to make its way to Kangzhuang Road earlier, but under the situation of high income concentration, it also faces the risk of single-variety dependence
.
Although sales have declined, it is actively enriching other industry lines to help companies move forward.
Whether the future can be expected is still worth continuing attention
.