Howson preempts Qilu! AstraZeneta's heavy sugar-lowering drug is under siege from domestic giants

Recently, NMPA official website data show that Howson Pharmaceuticals' Shagritin tablets 4 imitation market applications have entered the "in the approval" state.
Shagritin is AstraZeneta's oral anti-sugar drug, with terminal sales of more than 500 million yuan in China's public medical institutions in 2019, Osaikang won the first imitation in January 2019 and zheng Tianqing was approved as the second in China in September 2020.
Figure 1: Howson Pharmaceuticals' Shagritin Tablet Registration Source: NMPA Official Website Figure 2: AstraZeneta's Shagritin Global Sales (in millions of Dollars) Source: Miennet Multinational Listed Companies Sales Database Shagritin It is a competitive inhibitor of dispeptide-based peptide enzyme-4 (DPP-4), which can reduce the rate of infestation of enteric trypsin and increase its blood concentration, thereby reducing the level of blood sugar on an empty stomach and after meals in patients with type 2 diabetes in a glucose-dependent manner.
Shagritin was first developed by Squire and later acquired by AstraZeneta, with global sales peaking at $888 million in 2013 and then falling, with global sales of just $527 million in 2019.
figure 3: Sales of AstraZeneta's Shagritin in China's public medical institutions Source: Minernet China's public medical institutions terminal competition pattern of the original research products were approved for listing in China in 2011, in 2017 into the national health insurance catalog after sales began to release, Minenet data show that in 2019 China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (referred to as China's public medical institutions) terminal Shagritin sales of more than 500 million yuan.
From the channel pattern, AstraZeneta's main layout in the city public hospitals and county-level public hospitals, the last two years in the urban community center layout is also very dazzling, the current domestic approved enterprises have Osaikang and Zhengda Sunny, the product after the market how to adjust the strategic layout, worthy of follow-up attention.
Figure 4: Declaration of Shagritin tablet imitation listing of enterprises source: Minet MED2.0 China Drug Review Database Howson's listing application, if successfully approved, will become the third (and as if reviewed), and Qilu Pharmaceutical declaration time is late, the relevant acceptance number is currently being reviewed and approved.
Table 1: So far in 2018, Howson Pharmaceutical Group has been approved for listing of digestive systems and metabolic drugs Source: MED2.0 China Drug Review Database 2018 to date, Haussen Pharmaceuticals Group has been approved for listing of digestive systems and metabolic drugs have 6, of which 4 are diabetes drugs.
Among them, polyethyl glycol locena peptide injections for a new class of drugs, Ngre net tablets, kaglile net tablets and Viglitin tablets have taken the first imitation, this shagritin tablets, if successfully approved, will continue to expand the company's layout in the field of diabetes drugs.
source: NMPA official website, MiNet database