Dongyang Sun Medicine broke out against the trend!

Medical Network News on February 25th.
Spring and summer alternate, and the flu season has come again
.
Speaking of the “magic flu drug” oseltamivir, Dongyang Sun Pharmaceuticals has led the market with its outstanding sales strategy in the past few years, and it has a bright future
.
However, the new crown epidemic in 2020 has affected the frequency of patients' visits to the hospital.
The sales of the company’s core products Kewei (oseltamivir phosphate granules and oseltamivir phosphate capsules) have also fallen, causing the company’s operating revenue to drop by 62%.
Transformation is imminent
.
The curtain just kicked off in 2021, and Dongyang Sun Pharmaceuticals continues to have good news: the fourth batch of national procurements opened in February, and the company won the bid for 4 products and won the purchase amount of more than 130 million yuan; less than two have passed this year.
In September, the company has already applied for registration of 6 new drugs.
.
.
Let’s see how Dongyang Pharmaceutical 2021 will break out against the trend
.

　　The potential of 6 billion large varieties is expected, and the application of 5 major dosage forms is hot, Dongyang Sun Pharmaceutical "gets 2 hopes 4 "
Figure 1: Sales of oseltamivir in physical pharmacies in Chinese cities (unit: ten thousand yuan) Source: Menet China City Competitive pattern of physical pharmacy terminals.
According to data from Minai.
com, in 2019, oseltamivir will be combined in Chinese urban public hospitals , county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) terminals, as well as physical pharmacies in cities in China .
With sales of more than 6.
5 billion yuan, it is a veritable whole body anti-virus blockbuster
.
Affected by the epidemic in 2020, the terminal sales of this product in Chinese public medical institutions in the first half of the year were only 2.
4 billion yuan.
Consumers changed their drug purchasing habits due to the epidemic, prompting the rapid growth of this product in physical pharmacies in Chinese cities.
Can exceed 1.
5 billion yuan
.
Figure 2: The application status of Dongyang Pharmaceutical’s Oseltamivir Phosphate Sustained-Release Tablets.
Source: CDE official website.
Oseltamivir currently on the market mainly includes granules and capsules, but dry suspensions, sustained-release tablets, and orally disintegrating tablets.
Waiting for the declaration of new dosage forms is extremely hot
.
On February 19, the latest data from CDE showed that the clinical application for oseltamivir phosphate sustained-release tablets submitted by Dongyang Sun Pharmaceutical was accepted.
This is the company’s second acceptance number for the product application, and the acceptance number for the first application in December 2020.
Under review and approval
.
Oseltamivir Phosphate Sustained-Release Tablets are currently only Toyangyang Pharmaceutical to apply for clinical application, and no company has yet to apply for listing.
The company is expected to take the lead
.
Table 1: Current oseltamivir related preparations declared and under review.
Source: Meinenet MED2.
0 Chinese drug review database Dongyang Pharmaceutical will use oseltamivir phosphate granules and oseltamivir phosphate capsules in China in 2019 The public medical institution terminal has won 93% of the market share of this product.
It is expected that it will be able to capture more than 95% of the market share in physical pharmacies in Chinese cities in 2020.
The company has also previously declared 3 types of oseltamivir phosphate dry suspension.
If the new formulation is successfully approved for the imitation listing application, it will undoubtedly contribute to the "one brother" and boost the performance
.

　　National Procurement’s "three-game winning streak", 9 major products and 7 "barefoot", winning the bid means "Takeoff"
Dongyang Sunshine Pharmaceuticals actively participates in the national centralized procurement , and the second batch of National Procurement has won the bid for 3 products, except for Fudo Division.
Except for the supplementary application for consistency evaluation of tan tablets, moxifloxacin hydrochloride tablets and olmesartan medoxomil tablets were approved according to the new classification and deemed to have been reviewed; the third batch of clarithromycin tablets and olanzapine tablets that won the bid at the time of national procurement The collapse of the film is also approved under the new classification as a review
.
The second batch of national procurement will be implemented around April 2020, while the third batch will be after the fourth quarter of 2020, and the fourth batch is expected to land in May 2021.

.
According to data from Meinenet.
com, in the terminal of public medical institutions in China, the market share of moxifloxacin hydrochloride tablets approved by Dongyang Pharmaceutical in 2018 increased from 3.
11% in 2019 to 5.
23% in the first half of 2020, while Omesa approved in 2019 The market share of tanacetate tablets in the first half of 2020 has risen to 8.
29%
.
In view of this, "barefoot varieties" (referring to the blank or small market share of centralized procurement-related varieties) can quickly enter the hospital market and increase market share after winning the bid
.
Table 2: The fourth batch of Guocai Dongyangguang Pharmaceutical's winning bidders.
Source: Company announcement, compiled by Mi Nei.
com.

　　Note: * is the product approved by the new classification and deemed to have been reviewed.
Dongyang Sunshine Pharmaceutical's fourth batch of Guocai Dongyang Pharmaceutical's winning bid products are: 4, among which esomeprazole magnesium enteric-coated capsules, levofloxacin hydrochloride enteric-coated capsules and duloxetine hydrochloride enteric-coated capsules are products approved under the new classification and deemed to have been reviewed.
It is expected that the market will usher in large quantities after landing
.
After winning the bids for the four major products mentioned above, Dongyang Sun Pharmaceuticals won a total of more than 130 million yuan in first-year purchases.
According to "the actual number of selected companies in the country is 4 or more, the procurement cycle is in principle 3 years" and "procurement cycle" The internal purchase agreement is signed once a year
.
When the purchase agreement is renewed, the agreed purchase amount shall in principle be no less than the agreed purchase amount of the selected drug in each region in the previous year.
" Sunshine Medicine brings continuous and substantial income
.

　　High-end generic drugs have been launched one after another, and explosive new drugs have entered the harvest period.

Table 3: New products approved since 2021 (according to the date of issuance of NMPA) Source: NMPA official website and Meinenet data.
The curtain just kicked off in 2021.
Two high-end generic drugs Apixaban tablets and Aripiprazole tablets have been approved successively, adding new members to the company in the field of blood and hematopoietic system drugs and neurological drugs.

.
Apixaban is a highly selective direct factor Xa inhibitor jointly developed by Bristol-Myers Squibb and Pfizer.
It is a new type of oral anticoagulant.
It is mainly used for adult patients undergoing elective hip or knee replacement surgery to prevent venous thromboembolism.

.
In 2019, Bristol-Myers Squibb and Pfizer’s global sales of apixaban tablets were 7.
929 billion U.
S.
dollars and 4.
220 billion U.
S.
dollars respectively, for a total of 12.
149 billion U.
S.
dollars, and they were on the list of global drug sales TOP10
.
Aripiprazole is mainly used in the treatment of schizophrenia.
It produces curative effects by acting on dopamine receptors and serotonin receptors.
It is the first dopamine partial receptor agonist used in clinical practice
.
In recent years, the market size of terminal aripiprazole in China's public medical institutions has continued to rise, with sales exceeding 1.
1 billion yuan in 2019
.
Table 4: Status of new drugs declared by Dongyang Sunshine Pharmaceuticals from 2021 to the present.
Source: Meinenet MED2.
0 Chinese drug review database Meinenet data shows that in 2019, at the terminal of Chinese public medical institutions, digestive system and metabolic drugs, nervous system drugs, systemic drugs The market size of anti-infective drugs has exceeded 100 billion, and Dongyang Pharmaceutical has continued to export new products in these three markets
.
In the field of digestive system and metabolic drugs, Dongyang Pharmaceutical has applied for the listing of insulin aspart 30 injection and has been accepted.
The clinical applications of insulin degludec injection and HEC88473 injection are under review and approval; in the field of neurological drugs, the current market Only imported lurasidone hydrochloride tablets have been approved, and no other dosage forms are currently available.
Dongyang Pharmaceutical is the first company to declare for lurasidone delayed-release tablets , while vilazodone hydrochloride tablets are temporarily not imported and domestic imitations have been approved for marketing.
, But 16 domestic pharmaceutical companies have applied for clinical approval of Class 3.
1 new drugs
.
In recent years, Dongyang Sun Pharmaceuticals has continued to increase its research and development: in 2018, the research and development investment was only 224 million yuan, accounting for less than 9% of the company's turnover; in the first half of 2020, the company's research and development investment has reached 685 million yuan, accounting for the company's turnover Nearly 33%, an increase of 500% year-on-year
.
In 2021, what new surprises will Dongyang Sun Pharmaceuticals bring? Mi Nei.
com will continue to pay attention to follow-up sharing
.
Source: Meinenet database, NMPA official website, CDE official website, company announcements, etc.
The review data statistics are as of February 22, 2021.
If there are any errors or omissions, please correct me
.