Big Infusion Leading Alliance Sits 14 Billion Market With 13 High-End Imitations of Collon

Pharmaceutical Network July 10, since July, the big infusion leading pharmaceutical companies continue to come up with good news: Collum Pharmaceuticals won Pfizer's global super-$2 billion variety of acetic tablets of domestic imitation; In recent years, the implementation of "limited transmission limit resistance", so that the large infusion head drug enterprises to accelerate the transformation, Collum and Shi si pharmaceutical alliance built a "big infusion kingdom", the market position is stable, as an independent company, they each have new non-infusion products approved, the market competitiveness is more solidCollum andshi four drugs, sitting 1.4 billionbillion infusion markettable 1: In recent years, Collon Pharmaceuticals held shares in the stone four pharmaceutical group specific situationSource: The company's annual reportCollon Pharmaceuticals as early as 2012 want to enter Lijun International (the predecessor of shishi four pharmaceutical group), but by the Port so "unanimous action person, the future may trigger a full acquisition" for the reasons rejectedIn 2014, Collum Pharmaceuticals took 145 million shares with 398 million yuan, accounting for 4.96 percent, to enter The Four Pharmaceuticals Group, and subsequently increased its shares by 20 percent year after yearIn the last three years, Collum Pharmaceuticals' shareholding in Shisi Four Pharmaceuticals Group (directly and indirectly) has remained at around 20%, which shows that the two sides are quite recognized for the alliance to jointly build a large infusion kingdomCollum Pharmaceuticals and ShiShi Pharmaceutical Group's alliance, is not a simple leading enterprise, but complementary advantages, sustainable development of a win-win situation: from the product structure, Collum Pharmaceuticals plastic bottle market share is high, and Shi Shi four drug to standard soft bags-based, stone four medicine soft bag product line of the benchmark learning to help Collon continuously improve theproduct quality, reduce unit costsIn terms of sales area, Collum Pharmaceuticals is concentrated in the central and southern regions, while the core market of Ishiguro pharmaceuticals is in the north, and Collum Pharmaceuticals can use the sales channels of ShiShi Pharmaceuticals to expand the scale of sales of new products in the northTable 2: In recent years, the revenue situation of the infusion business (units: rmb billion)Source: Company's annual report, infusion refers to more than 50ml of high-capacity injections
strong combination, in recent years, the performance of the two major infusion giants also climbed: Colum Pharmaceuticals in the last three years of infusion business revenue growth rate of 26.12%, 30.37%, 5.86%, in 2019 successfully exceeded 10 billion; Since 2017, the combined infusion business revenue of the two giants has reached 10 billion yuan, reaching nearly 14 billion yuan in 2019 　　In recent years, under the continuous influence of environmental protection, infusion control, limiting resistance and other policies, the concentration of large infusion industry has been increasing, with the industry reshuffle, related enterprises have begun to transform From the proportion of infusion business to the company's total revenue can be seen, The proportion of colum pharmaceutical's infusion business has dropped to 59%, while shisipharmaceutical is still more than 80% of the total revenue 　　Collum new products listed into the blowout period, 13
high-end imitation hit table 3: Collon Pharmaceuticals 2017 has been approved to market some non-infusion products Source: MED MED China Drug Review Database 2.0 Colum Pharmaceuticals started with large infusions, in 2012 after the establishment of the Collon Research Institute gradually set up imitation and innovative drug research and development pipeline, after many years of incubation, after many years of new products Approved to market non-infusion products involving a number of areas, injections are still the company's main direction, tablets, dispersants, eye drops also have a new breakthrough 　　Of the new non-infusion products approved so far in 2017, more than 1 billion products have attracted market attention According to Minet.com, sales of injectable parisibs in 2019 are close to 2 billion yuan at the terminals
of Public Hospitals in China, county-level public hospitals, urban community centers and township hospitals (referred to as China's public medical institutions), and sales of acid-based metaxiating injections are close to 3.6 billion yuan (the leading enterprise is Jiangsu Hengrui Pharmaceutical
), and sales of hydrochloric acid bromine injections are close to that of the company 3.6 billion yuan (leading enterprise for Bollinger Ingham), Jifiteni tablet sales of more than 2.1 billion yuan (leading enterprise for AstraZeneca), injection cephalosporine sales of more than 2.5 billion yuan (leading enterprise sodium Baiyunshan Pharmaceutical General Factory), injection with melosilin sodium Shubatan sodium (4:1) sales of nearly 3 billion yuan (leader Ruiyang Pharmaceuticals) 　　Table 4: The listing application for some non-infusion products reviewed by Collon Pharmaceuticals in 2019-present
Source: MED China Drug Review Database 2.0
According to MED China Drug Review Database 2.0, 13 non-infusion products listed by Collum Pharmaceuticals so far 2019 are in the review and approval, and are expected to receive good news in 2020 Heavyweight products: Hydrochloric acid Moxisha sin tablets in China's public medical institutions terminal sales of nearly 1 billion yuan (the leader is Bayer, flubilousfenest injection sales of more than 1.8 billion yuan (the leader is Beijing Ted Pharmaceuticals), Selaxib capsule sales of more than 1 billion yuan (leading enterprises g.D Searle), O nitrogen tablet sales of more than 4 billion yuan (the leader is Jiangsu Haussen Pharmaceutical Group) 　　In addition, fumatide propofol noofovir tablets, hydrochloric acid moxisac in eye drops, mfolaulatelenninicapsules, pyrethol injections, cyclosporine eye emulsion 5 products are expected to win the domestic first imitation Fumaparic acid propofol for Nofovir tablets fierce competition, there are currently 15 pharmaceutical companies including Zhengda Tianqing in the review and approval; hydrochloric acid Moxisa star eye drops have Xingqi eye medicine and other 10 enterprises' generic listing applications are under review; Mfosuloxanofloxinib capsules have Qilu, including 7 generic listing applications in the trial; 　　According to the annual report, The research and development investment of Collon Pharmaceuticals from 2017 to 2019 was RMB846 million, RMB1,114 million and RMB1,351 million, respectively, an annual growth rate of more than 20% From the recent years of Collum's approval, declaration, the company's new product research and development gradually to high-end, heavy products, in addition, two class 1 new drugs in the future, injection SKB264 has been approved in January 2020 clinical, KL-A289 injection clinical application in review It can be seen that, in addition to the Colum Pharmaceuticals firmly grasp the position of the leading large infusion, in the road of transformation is the goal of preparation leader development 　　Ishiguro's entry into inhalation agent, and health yuan "positive" compared with The core of the pharmaceutical industry "big business", the size of Shishi four drugs is slightly inferior, but in the field of large infusion sie-positive, 2017-2018 the company's revenue and net profit growth (in RMB terms) are maintained at more than 30%, 2019 under the influence of the large rintheu, revenue (in yuan terms) growth of 15.3%, net profit (in yuan) growth of 6.9% (by RMB) 　　Table 5: Some non-infusion products approved for listing so far in 2017 by Shi Si Pharmaceuticals Source: MED China Drug Review Database 2.0 2017, Shi Si Pharmaceutical Group has been approved to establish academician workstations, Nobel Prize workstations, actively declared the National Enterprise Technology Center, drug research and development has made significant progress In 2018, six types of generic injections were approved, and the hydrochloric acid ammonia bromine injections were over 1 billion varieties, and in 2020 the four types of generic injections were approved and rated the same, and the current doso-tea-alkali injections, hydrochloric acid roponbes injections were only reviewed by four drugs 　　Table 6: Some non-infusion products listed in the review of ShiSu 2019 Source: MED China Drug Review Database 2.0
mnet data show that so far 2019, ShiSi drug has 6 non-infusion products listed applications in the review, these will be approved in the products there is no shortage of tablets, inhalers, dispersants, capsules, these products are 3, 4 types of generic, from which they can also see the high-end generic 　　Hydrochloric acid right Metomidin injection scored 10 enterprises, only Yangzijiang 1 review, stone four drugs according to 3 types of imitation declaration, if approved is considered as reviewed, the product is currently declared 3 categories of imitation and review of the enterprise a total of 7; In April, Sichuan Meida KangHuakang Pharmaceuticals 6 types of imitation was approved as the first domestic imitation, at present, in addition to shi four drugs, there are health Yuan and other three pharmaceutical companies in the review of four types of imitation, the first debate fierce; 　　In January 2020, the new class NP-01 tablets of Ishiguro were declared clinically, and are currently being approved for the treatment of tumors It is reported that the research shows that NP-01 in gastric cancer, liver cancer, lung cancer, prostate cancer and other tumor animal models show excellent anti-tumor activity, the world has not been approved for the market of the same target drug In recent years, the state has encouraged innovation, innovative pharmaceutical companies have been popular with the industry and capital, and since the implementation of policies such as national collection and collection, generic drug market shuffling, pharmaceutical companies have transformed high-end imitation Large infusion industry in the survival of the fittest, market concentration gradually increased, the leading alliance in an invincible position, but the "limited loss and resistance" impact has increased, the industry growth rate has been an indisputable fact, Colum by virtue of the "home base rich" early years has begun layout transformation, the current non-infusion New products listed into the blowout period, a number of class 1 new drugs approved clinical, there is a great deal to innovative pharmaceutical enterprises to the meaning of the four drugs continue to grasp the infusion market leadership, research and development to open up new areas, the current inhaler is the industry hot, imported brands when the road, domestic brand potential can be expected 　　Source: Company's annual report, Minnet database
review data as of July 9, 2020, if there are any errors, please point out