Analysis of the present situation and Prospect of diabetes market in China

Source: CPHI 2014-05-20 according to IMS statistics, in 2012, the global diabetes market exceeded US $40 billion, reaching US $42.4 billion, with a growth rate of 8.2%, ranking fourth in the global drug market The compound growth rate of diabetes drug market scale from 2005 to 2011 was 12.98% The diabetes market has become the indisputable place of the global drug market So, what is the current situation and Prospect of China's diabetes market? The rapid development of China's diabetes drug market has led to an explosive growth in 2007, from 6.195 billion yuan in 2006 to 7.495 billion yuan in 2006, with a growth rate of 20.98%, and then slowed down, with a compound growth rate of 15.75% in 2005-2011 In 2012, due to the limited use of pioglitazone and rosiglitazone, the clinical sales of diabetes drugs in China slowed down, with a market scale of 15.06 billion yuan In 2013, it increased slightly, but the growth rate was not large, and the market scale was 17.377 billion yuan Type 2 diabetes is second only to cancer At present, DPP-4 inhibitors are the main type II diabetes drugs declared in China, and the foreign listed drugs such as viagliptin, cigliptin and saggliptin are or have been registered in China Sigletin produced by MSD was listed in the United States in 2006, approved by the European Union in 2007 and listed in China in 2009; vigletin produced by Novartis was listed in the European Union in 2007 and listed in China in 2011; sagletin produced by AstraZeneca and BMS was approved by the United States and the European Union in 2009 and listed in China in 2011 It was listed in 2010 and 2012 respectively in Japan and the United States There are many DPP-4 inhibitor products under review in our country, such as 1.1 new drug of Jiangsu Hengrui medicine in the approval clinical stage, 1.1 new drug of Jiangsu Haosen medicine in the approval clinical stage, and 1.1 new drug of Shandong xuanzhu pharmaceutical technology in the approval clinical stage In recent ten years, there are two kinds of the hottest small molecule oral hypoglycemic drugs: DPP-IV inhibitors (gliptins) and SGL inhibitors (gliclazins, sodium glucose cotransporter 2 inhibitors) At present, there are seven gliptins on the market in the world, and Merck's sitagliptin sales volume has reached 4 billion US dollars It is expected to become the best-selling small molecule drug of US $9.7 billion in 2018 Merck has already felt the threat of SGLT2 inhibitor to DPP4 inhibitor, and has jointly developed ertugliflozin (pe-04971729) with Pfizer According to the data of Nanfang Institute of pharmaceutical economics, in 2013, 30 new drugs of category 1.1 were approved for clinical trials, and 6 drugs for the treatment of type II diabetes accounted for 20% They are: eagletin of Shandong xuanzhu Pharmaceutical Technology Co., Ltd., DPP-4 inhibitor of clinical target; SGLT2 inhibitor of Jiangsu Hengrui Pharmaceutical Co., Ltd.; peg-glp-1 of Chongqing Fujin biomedical Co., Ltd., GLP-1 analogue; hms552 of Hualing Pharmaceutical Technology Co., Ltd., clinical target Gluckinase activator; PEG exenatide of Tianjin Paige Biotechnology Co., Ltd., a long-acting GLP-1 analogue of clinical target; fugletin of Chongqing fuchuang Pharmaceutical Research Co., Ltd., a DPP-4 inhibitor of clinical target Among them, the clinical target for GLP-1 analogues is the future research direction, while the clinical target for drugs developed by Jiangsu Hengrui is SGLT2 inhibitor, which is a relatively new target for reducing blood sugar Such drugs from foreign companies are still in the experimental stage If Jiangsu Hengrui can be listed first, it will have a good market performance In the first quarter of 2014, there were two new drugs of chemical 1.1 applied for clinical type II diabetes, namely: uglietin of Chengdu Wandong Pharmaceutical Co., Ltd., a DPP-4 inhibitor of clinical effect target; ibn-a peptide of Hebei Changshan Biochemical Co., Ltd., a long-acting GLP-1 analogue of clinical effect target According to the data of diabetes drug sales in sample hospitals surveyed by the Southern Institute of pharmaceutical economics, the top 20 diabetes drugs in a single category account for 98.64% of the total market of this kind of drugs The first acarbose, accounting for 21.10%, of which Bayer pharmaceutical accounts for 81.68%, Huadong pharmaceutical 16.82%, Baoguang pharmaceutical 1.50%; the second recombinant human insulin 12.40%, of which Novo Nordisk accounts for 69.12%, Lilly company 25.21%, Tonghua Dongbao pharmaceutical 3.13%, other 2.54%; the third insulin glargine 10.33%, of which Sanofi Aventis 82.17% , 17.82% in Ganli pharmaceutical industry, and 10.05% in diabetes medicine was insulin aspartate, which was the exclusive product of Novo Nordisk Except that insulin aspartate is the exclusive variety of Novo Nordisk, the first manufacturers of other varieties share more than 60%, with high monopoly China's diabetes market is mainly composed of multinational pharmaceutical companies and hundreds of local pharmaceutical companies, with high market concentration and rapid growth At the same time, we also see that there are a lot of DPP-4 inhibitors waiting for approval in the queue at present, with obvious high-level duplication, and the new target brings new opportunities to the market, but also challenges The diagnosis and treatment rate is low and the potential is huge At present, the incidence rate of diabetic urine disease is very high in China, but the diagnosis and treatment rate is very low In 2012, 40% of the patients with blood sugar problems and 10% of diabetes patients In 2013, it is estimated that 60% of diabetics are not diagnosed, 23% are not treated, 11% are not effective, and only 6% are expected There are 382 million people suffering from diabetes in the world China accounts for a quarter of the world and 98 million people in total The second is 65 million in India and 24 million in the United States However, the annual treatment cost of single patient in China is far lower than that in developed countries The average cost per diabetes patient in the United States is 7000 dollars, while that in Germany is about 4000 dollars, while that in China is less than 1000 dollars, even lower than that in Brazil and Russia Therefore, compared with developed countries, it will take some time for China to achieve the ideal diagnosis and treatment environment Although the current diagnosis and treatment environment lags behind, the level of policy and public awareness has improved The favorable diagnosis and treatment environment for diabetes is gradually improving the chronic disease policy of each province The Ministry of health, the Ministry of finance, the national development and Reform Commission and other agencies jointly issued the China chronic disease prevention and control plan 2012-2015, which plans to invest 30 billion yuan in the national chronic disease prevention and control work, of which diabetes is the most important one The planning objectives include: the awareness rate of core information population for chronic disease prevention and control is more than 50%, and the awareness rate of blood glucose for adults over 35 years old is more than 50% The national healthy lifestyle action covers 50% of the counties (cities and districts) in China The standardized management rate of diabetic patients in the national chronic disease comprehensive prevention and control demonstration area reaches 40%, and the blood glucose control rate of the management population reaches 60% Diabetes drugs in the national basic drug list will be gradually improved Many diabetes related drugs have been included in the basic drug list, such as metformin, acarbose, various insulin, etc With the continuous strengthening of patient education measures by the Chinese government, and the multi-media attention to the current situation of China's diabetes, more and more knowledge popularization and news reports, the public awareness of diagnosis and treatment will gradually improve, which is conducive to the development of China's diabetes market.