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On November 15, news revealed that AstraZeneca announced some adjustments to its business structure: Hexian Oncology Business will be merged into Oncology Division; and County Non-Oncology Business will be established as Jixian Chronic Disease Business Division; There are Cardiovascular and Metabolism Business Unit and Kidney Business Unit, and the Cardiovascular, Kidney and Metabolism Business Unit is established
.
The plan will take effect on November 15, 2021
.
Judging from this adjustment, AstraZeneca's county business has ushered in major changes
.
It is worth noting that there was news not long ago that Du Haochen, the head of AstraZeneca and the county business department, had resigned to join BeiGene
.
In the third quarter of this year, sales of AstraZeneca's China business increased by only 2% at a constant exchange rate
.
As the vanguard, AstraZeneca county market performance may receive more attention in the future
.
The county market is "difficult to eat" In recent years, AstraZeneca has continued to increase its size in the county market.
The number and proportion of its staff in the county market far exceeds that of most multinational pharmaceutical companies
.
It is understood that the AstraZeneca county team was established in July 2015, with only 148 people at the beginning
.
In the same year, Du Haochen served as the national head of the county business department, formed and led the AstraZeneca and county teams, and implemented the expansion and sinking strategy
.
In 2020, AstraZeneca expanded the county team of oncology, expanding the oncology team from 100 to 200 to 1,200
.
As of this year, AstraZeneca's county marketing team has expanded to 4,000 people
.
In this business adjustment, AstraZeneca and the county oncology business will be directly merged into the oncology division
.
Although it is not yet known why it was adjusted and whether the team size will change after the adjustment, the difficulty of opening up the county market is indeed obvious to all
.
Wang Lei, executive vice president of AstraZeneca, once commented that the county medical market is still a difficult bone to gnaw
.
Some analysts believe that taking the tumor market as an example, the county market has a small amount of oncology drugs because there are no patients.
.
However, for multinational pharmaceutical companies, the county market is still attractive
.
In the first half of 2020, AstraZeneca's revenue in China increased by 14% against the trend.
The company said that part of the increase came mainly from the county market
.
Not long ago, with Peng Zhenke formally taking up his post as the president of Pfizer Biopharmaceutical Group China, Pfizer also increased its broad market development and established an independent business unit
.
At the just-concluded CIIE, the "Broad Market Strategic Cooperation Platform" was officially released at the Pfizer booth, aiming to build a county ecosystem based on the medical community based on the development needs of the county market
.
In addition to county market adjustments, AstraZeneca is also accelerating the adjustment of its business structure this year.
This time, it has merged the Cardiovascular and Metabolism Business Unit and the Kidney Business Unit simultaneously
.
Prior to this, AstraZeneca had merged the digestion and respiratory nebulization business, established the digestion and respiratory nebulization business department, and established the rare disease business department
.
At the same time as the business adjustment, AstraZeneca also has several senior executives leaving: In October, He Yimin, Assistant Vice President of AstraZeneca's China Digestion and Respiratory Atomization Business Department, decided to leave the company in order to seek external career development opportunities; in September, AstraZeneca decided to leave the company.
Zhang Anwei, the former RGM of the eastern region of Salica, and the chairman of the sales advisory committee resigned; in August, Xu Jing, vice president of AstraZeneca China and head of the digital and business innovation department, decided to look for external career development opportunities; in July, the former AstraZeneca China digested and fully integrated Dong Lijun, general manager of the product development business department, announced her resignation
.
Business growth in China has slowed down In recent years, AstraZeneca's business performance in China has been eye-catching
.
Among the many multinational pharmaceutical companies, AstraZeneca will secure its top spot in China with nearly US$5.
4 billion in revenue in 2020
.
However, with the intensified implementation of policies such as national centralized procurement and medical insurance negotiations, business growth has been affected
.
On November 12, AstraZeneca announced its third-quarter financial report.
Q3 total revenue was US$9.
866 billion, a year-on-year increase of 50%; net loss was US$1.
651 billion, compared with a profit of US$651 million in the same period last year.
.
By region, emerging market revenue was US$3.
159 billion, a year-on-year increase of 48%; US market revenue was US$3.
471 billion, a year-on-year increase of 53%; European market revenue was US$1.
918 billion, a year-on-year increase of 52%; China business sales were at a fixed exchange rate The calculation only increased by 2%
.
Specifically in the field of oncology, sales of osimertinib in emerging markets including China increased by 6%, reaching US$1.
012 billion
.
However, AstraZeneca mentioned that due to the implementation of the new medical insurance catalogue in March, the increase in patients brought about by the access to medical insurance for first-line indications has not been able to completely offset the impact of its price cuts.
Ochinib sales in China in the third quarter Lower than the second quarter
.
The PD-L1 inhibitor duvalizumab increased by 87% to US$211 million in emerging markets, including China, and is still in a period of rapid growth
.
In this year's medical insurance negotiations, whether duvalimab can become the first PD-L1 monoclonal antibody included in the medical insurance catalog has also received attention
.
In the fields of cardiovascular, kidney and metabolism, dapagliflozin performed strongly
.
This year, dapagliflozin's sales in emerging markets increased by 80% to US$877 million
.
The increase in patient demand after dapagliflozin was included in China's medical insurance has offset the impact of price cuts
.
The decline of ticagrelor was significant due to the impact of centralized procurement, with a sharp drop of 35% to US$256 million in emerging markets including China
.
For multinational companies, a series of measures such as organizational restructuring, divestiture and merger of business lines, and replacement of senior management have become the norm
.
On November 12, Johnson & Johnson announced that it plans to split and reorganize the three existing businesses: the merger of the pharmaceutical and medical device businesses, the independent consumer health care business, and the establishment of two listed companies
.
The spin-off of Johnson & Johnson did not surprise the industry too much
.
In 2016, Pfizer plans to spin off its consumer health department, and in 2018 it will jointly establish a consumer health company with GSK
.
In June of this year, GSK announced that it will complete the divestiture of the consumer health business next year
.
In 2020, Johnson & Johnson's total revenue is as high as 83 billion US dollars, pharmaceuticals contributed 55%, 28% came from medical equipment, and consumer health contributed 17%
.
Regarding the spin-off, Johnson & Johnson said that the new Johnson & Johnson will remain one of the world’s largest and most comprehensive medical and health companies.
It will focus on biopharmaceutical and medical device innovation and technology, and will bring more medical solutions.
Including Darzalex, Erleada, Imbruvica, Stelara, Tremfya in the pharmaceutical field, as well as in the field of medical equipment in interventional therapy, orthopedics, surgery, and global Depending on the innovative solutions in the field, it is expected to achieve nearly 77 billion U.
S.
dollars in revenue in 2021
.
We will wait and see how the Chinese market adjusts specifically
.
.
The plan will take effect on November 15, 2021
.
Judging from this adjustment, AstraZeneca's county business has ushered in major changes
.
It is worth noting that there was news not long ago that Du Haochen, the head of AstraZeneca and the county business department, had resigned to join BeiGene
.
In the third quarter of this year, sales of AstraZeneca's China business increased by only 2% at a constant exchange rate
.
As the vanguard, AstraZeneca county market performance may receive more attention in the future
.
The county market is "difficult to eat" In recent years, AstraZeneca has continued to increase its size in the county market.
The number and proportion of its staff in the county market far exceeds that of most multinational pharmaceutical companies
.
It is understood that the AstraZeneca county team was established in July 2015, with only 148 people at the beginning
.
In the same year, Du Haochen served as the national head of the county business department, formed and led the AstraZeneca and county teams, and implemented the expansion and sinking strategy
.
In 2020, AstraZeneca expanded the county team of oncology, expanding the oncology team from 100 to 200 to 1,200
.
As of this year, AstraZeneca's county marketing team has expanded to 4,000 people
.
In this business adjustment, AstraZeneca and the county oncology business will be directly merged into the oncology division
.
Although it is not yet known why it was adjusted and whether the team size will change after the adjustment, the difficulty of opening up the county market is indeed obvious to all
.
Wang Lei, executive vice president of AstraZeneca, once commented that the county medical market is still a difficult bone to gnaw
.
Some analysts believe that taking the tumor market as an example, the county market has a small amount of oncology drugs because there are no patients.
.
However, for multinational pharmaceutical companies, the county market is still attractive
.
In the first half of 2020, AstraZeneca's revenue in China increased by 14% against the trend.
The company said that part of the increase came mainly from the county market
.
Not long ago, with Peng Zhenke formally taking up his post as the president of Pfizer Biopharmaceutical Group China, Pfizer also increased its broad market development and established an independent business unit
.
At the just-concluded CIIE, the "Broad Market Strategic Cooperation Platform" was officially released at the Pfizer booth, aiming to build a county ecosystem based on the medical community based on the development needs of the county market
.
In addition to county market adjustments, AstraZeneca is also accelerating the adjustment of its business structure this year.
This time, it has merged the Cardiovascular and Metabolism Business Unit and the Kidney Business Unit simultaneously
.
Prior to this, AstraZeneca had merged the digestion and respiratory nebulization business, established the digestion and respiratory nebulization business department, and established the rare disease business department
.
At the same time as the business adjustment, AstraZeneca also has several senior executives leaving: In October, He Yimin, Assistant Vice President of AstraZeneca's China Digestion and Respiratory Atomization Business Department, decided to leave the company in order to seek external career development opportunities; in September, AstraZeneca decided to leave the company.
Zhang Anwei, the former RGM of the eastern region of Salica, and the chairman of the sales advisory committee resigned; in August, Xu Jing, vice president of AstraZeneca China and head of the digital and business innovation department, decided to look for external career development opportunities; in July, the former AstraZeneca China digested and fully integrated Dong Lijun, general manager of the product development business department, announced her resignation
.
Business growth in China has slowed down In recent years, AstraZeneca's business performance in China has been eye-catching
.
Among the many multinational pharmaceutical companies, AstraZeneca will secure its top spot in China with nearly US$5.
4 billion in revenue in 2020
.
However, with the intensified implementation of policies such as national centralized procurement and medical insurance negotiations, business growth has been affected
.
On November 12, AstraZeneca announced its third-quarter financial report.
Q3 total revenue was US$9.
866 billion, a year-on-year increase of 50%; net loss was US$1.
651 billion, compared with a profit of US$651 million in the same period last year.
.
By region, emerging market revenue was US$3.
159 billion, a year-on-year increase of 48%; US market revenue was US$3.
471 billion, a year-on-year increase of 53%; European market revenue was US$1.
918 billion, a year-on-year increase of 52%; China business sales were at a fixed exchange rate The calculation only increased by 2%
.
Specifically in the field of oncology, sales of osimertinib in emerging markets including China increased by 6%, reaching US$1.
012 billion
.
However, AstraZeneca mentioned that due to the implementation of the new medical insurance catalogue in March, the increase in patients brought about by the access to medical insurance for first-line indications has not been able to completely offset the impact of its price cuts.
Ochinib sales in China in the third quarter Lower than the second quarter
.
The PD-L1 inhibitor duvalizumab increased by 87% to US$211 million in emerging markets, including China, and is still in a period of rapid growth
.
In this year's medical insurance negotiations, whether duvalimab can become the first PD-L1 monoclonal antibody included in the medical insurance catalog has also received attention
.
In the fields of cardiovascular, kidney and metabolism, dapagliflozin performed strongly
.
This year, dapagliflozin's sales in emerging markets increased by 80% to US$877 million
.
The increase in patient demand after dapagliflozin was included in China's medical insurance has offset the impact of price cuts
.
The decline of ticagrelor was significant due to the impact of centralized procurement, with a sharp drop of 35% to US$256 million in emerging markets including China
.
For multinational companies, a series of measures such as organizational restructuring, divestiture and merger of business lines, and replacement of senior management have become the norm
.
On November 12, Johnson & Johnson announced that it plans to split and reorganize the three existing businesses: the merger of the pharmaceutical and medical device businesses, the independent consumer health care business, and the establishment of two listed companies
.
The spin-off of Johnson & Johnson did not surprise the industry too much
.
In 2016, Pfizer plans to spin off its consumer health department, and in 2018 it will jointly establish a consumer health company with GSK
.
In June of this year, GSK announced that it will complete the divestiture of the consumer health business next year
.
In 2020, Johnson & Johnson's total revenue is as high as 83 billion US dollars, pharmaceuticals contributed 55%, 28% came from medical equipment, and consumer health contributed 17%
.
Regarding the spin-off, Johnson & Johnson said that the new Johnson & Johnson will remain one of the world’s largest and most comprehensive medical and health companies.
It will focus on biopharmaceutical and medical device innovation and technology, and will bring more medical solutions.
Including Darzalex, Erleada, Imbruvica, Stelara, Tremfya in the pharmaceutical field, as well as in the field of medical equipment in interventional therapy, orthopedics, surgery, and global Depending on the innovative solutions in the field, it is expected to achieve nearly 77 billion U.
S.
dollars in revenue in 2021
.
We will wait and see how the Chinese market adjusts specifically
.
