IMS: analysis of drug use structure in China's pharmaceutical market in 2016

Source: Sina pharmaceutical 2016-12-17 in recent years, although China's economic strength has been growing, there is still a large gap between the overall situation of the pharmaceutical market and developed countries In 2016, the proportion of China's medical expenditure to GDP was less than 1 / 3 of that of the United States Generic drugs accounted for the main part of China's sales market The ability of drug companies to independently develop drugs needs to be improved In addition, the overall sales growth rate and growth rate of local enterprises in China's pharmaceutical market in 2016 are significantly lower than that in 2013 and 2014 What are the characteristics of drug use structure in Chinese medicine market? What are the problems? Where is the future development direction? Shao Wenbin, Consulting Director of IMS Market Research Consulting (Shanghai) Co., Ltd., gave a specific analysis at the 30th China Pharmaceutical Enterprise Development Summit Forum The latest data from IMS shows that China's medical expenditure accounted for 5.5% of GDP in 2016, while that of the United States and Japan accounted for 17.1% and 10.2% respectively in the same year; the overall scale of China's pharmaceutical market (2015) was US $79 billion, ranking second in the world, while the United States ranked first with us $423 billion, It shows the gap between China's medical service and developed countries Shao Wenbin pointed out that the unique characteristics of China's pharmaceutical market reflected the following aspects: in 2016, China's pharmaceutical expenditure accounted for 39% of medical expenditure, more than 10% of that of the United States and 23% of that of Japan; the amount of generic drugs accounted for 90% of the total pharmaceutical market, while that of the United States and Japan was only 17% and 10%; in addition, China's top five pharmaceutical enterprises accounted for only the share of the industry 9%, the share of the United States and Japan can reach 30% and 26%, indicating that the concentration of China's pharmaceutical industry is obviously insufficient compared with developed countries There is no lack of driving force for the reform of China's pharmaceutical market Although the overall situation of the market still lags far behind the developed countries such as the United States and Japan, Shao Wenbin said that the reform of China's pharmaceutical market is not lack of driving force, which is embodied in four aspects: the policy of medical reform, Internet technology, economy and population characteristics Medical reform policy: in 2016, China updated and issued a number of policies related to medical insurance, fee control, GMP, drug registration and approval, and hospital reform, pushing forward changes in competition factors and models in the field of medicine, transforming from the main competition factors of differential pricing and relationship marketing to the main competition factors of clinical drug price, quality and scale Internet technology: including the promotion and application of medical e-commerce, doctor community, online consultation and other technologies, emerging Internet technology is reshaping the pattern of medical market, business model, marketing, doctor-patient interaction and other fields are undergoing significant changes Economy: the increase of affluent population and urbanization ensure the sustained and steady development of the overall pharmaceutical market Demographic characteristics: aging, disease spectrum, consumption level upgrading and other demographic factors, which promote the changes of pharmaceutical market structure, including drug structure, treatment field and terminal structure The slowdown in the overall sales growth of the pharmaceutical market comes from IMS analysis of the Chinese pharmaceutical market The sales terminals are mainly divided into hospital channels, retail pharmacies and third terminals, accounting for 68.6%, 17.3% and 14.1% respectively Among them, 63.3% of the data reports from hospitals come from large hospitals with more than 100 beds, 10.4% from township hospitals and clinics in the third terminal, and 3.7% from community health service centers Shao Wenbin pointed out that in the third quarter of 2016 (Q3), the annual sales volume of the national large hospital drug market was 681.2 billion yuan, with a year-on-year growth of 6.4% The overall growth rate was basically the same as that of the previous year The growth rate of sales volume of local enterprises fell, but the growth rate of multinational enterprises was significantly improved IMS data shows that compared with the statistics of 2013 and 2014, the overall sales growth rate and the growth rate of local enterprises in China's pharmaceutical market are significantly lower The overall growth rate of the drug market in China's large hospitals has also declined from a high three years ago, from 15.7% in Q3 in 2013 to 6.4% in Q3 in 2016 In the sale market of Chinese patent medicine, the change of sale of traditional Chinese medicine injection deserves attention In 2016, the sales proportion of Q3 traditional Chinese medicine injection in the Chinese patent medicine market reached 40%, but its year-on-year growth rate was only 0.8% The sales volume of traditional Chinese medicine injection is a microcosm of the sales growth of China's overall drug market in 2014-2016 Compared with the growth rate of drugs in 2014, the growth rate of overall market sales slowed down in 2016 According to Shao Wenbin, the growth rate of infusion, antibiotics, proprietary Chinese medicine and auxiliary drugs has been suppressed, the most obvious of which is proprietary Chinese medicine In 2014, the growth rate of Q3 of proprietary Chinese medicine was 12.5%, and by 2016, the growth rate dropped to 3.2%, with a drop of more than 9% In addition, the growth rate of adjuvant drugs reached 14.2% in Q3 in 2014, and fell to 5.9% in Q3 in 2016; the infusion fluid dropped from 8.7% to 0.4%; and antibiotics dropped from 8.3% to 2.0% However, in 2016, the concentration of Chinese pharmaceutical enterprises increased, and the sales growth of top 20 enterprise groups exceeded the average growth rate of the market IMS data shows that the average annual growth rate of the top 20 pharmaceutical enterprises in Q3 in 2016 reached 9.1%, exceeding the annual growth rate of 6.4% of the overall market, and the concentration of enterprise groups is gradually increasing The average annual growth rate of the enterprises ranking 21-50 is weak, only 3.0%, which is quite different from the top 20 The growth rate of the enterprises ranking 500 is also lower than 3%, and the enterprises in the middle reaches keep improving steadily Shao Wenbin said that from the perspective of drug sales in China's hospital market, foreign-funded enterprises have a solid strength, but their core hospital market has turned to the third tier cities; some products of local enterprises have developed rapidly, and the core market occupies the first tier cities In 2016, the total sales volume of Chinese hospital market was 681.2 billion yuan, and the sales volume of local enterprises accounted for 76%, but the number of local enterprise groups accounted for 90% of the overall market, so the strength of foreign enterprises should not be underestimated In terms of integration, the top 100 enterprise groups account for more than 60% of the market share, with an amount of 441.5 billion yuan Among them, Pfizer, Yangzijiang, AstraZeneca, Shandong Qilu, Sihuan pharmaceutical, Shanghai Fosun, Sanofi, Jiangsu Hengrui, Kelun, Zhengda Tianqing, Bayer, Shangyao, Novartis, Roche, Yuanda, mosadong, China National Pharmaceutical Corporation, petrochemicals, bubo pharmaceutical and Novo Nordisk are the top 20 enterprise groups in China's hospital market sales Of the top 20 best-selling products in China's hospital market, 16 are products of local enterprises and 4 are owned by foreign companies The top ten products are Qilu pharmaceutical Shenjie, Sanofi Plavix, Pfizer Lipitor, Guangxi Wuzhou Xueshuantong, Shandong Danhong Beitong, Yangtze River dizosin, Shanghai Green Valley Danshen polyphenol salt, AstraZeneca promixu, Jilin Fourth Ring oudimei, Jiangxi Qingfeng Xiyanping Among them, the product with the highest year-on-year growth rate was dizosin on the Yangtze River, with an increase rate of 31.8%, followed by AstraZeneca, Pulmicort and Lingshu, with an increase rate of 22.1% Although Shenjie of Qilu pharmaceutical ranked first, its annual growth rate decreased by 1.9% In 2016, the year-on-year growth rate of four kinds of drugs of foreign-funded enterprises increased, while the growth rate of products of local enterprises mostly showed a downward trend, and local enterprises still need to continue efforts in drug market sales From a regional perspective, foreign pharmaceutical enterprises continue to increase the subsidence of the second and third tier and other cities, while high-quality local pharmaceutical enterprises mainly work in the hospital market of the first tier cities In 2016, domestic enterprises accounted for 84% of the market sales of hospitals in first tier cities, while foreign enterprises only accounted for 16% As the traditional core market of foreign-funded enterprises, the growth of second tier cities has become saturated Foreign enterprises have increased the sales of hospitals in third tier and other cities The retail drugstore market is optimistic about the share of respiratory system drugs in health care products According to Q3 data in 2016, OTC and prescription drugs still account for 87% of the retail drugstore market sales in China, including 44% of OTC sales and 43% of prescription drugs In addition, the sales of health care products (9%) and other products (4%) have increased According to the statistics of sales volume, in the retail drugstore market of China, the sales volume of OTC products accounts for 54%, but in Q3 in 2016, except for the growth of sales volume of health products, the sales volume of OTC and prescription drugs decreased year on year According to the classification of drug treatment field, cough, cold and other respiratory treatment drugs account for the largest proportion of market sales, accounting for 30.7%, followed by miscellaneous, analgesic drugs, digestive system and other intestinal drugs, vitamins and minerals and other nutritional supplements, accounting for 12.9%, 12.5%, 9.2% and 8.6% of sales respectively Sales of products with improved quality of life increased rapidly Among the top 20 products in retail OTC market sales, 15 products are from local enterprises and 5 products are transnational products; meanwhile, 60% of the products are proprietary Chinese medicine The sales volume of Ejiao in Shandong dong'ejiao group ranks first, followed by Jiangxi Huiren pharmaceutical Shenbao, Inner Mongolia Hongmao pharmaceutical Hongmao liquor, Huishi pharmaceutical calcium series, Shangdong Ejiao group Ejiao, Hong Kong Kyoto nianci'an pharmaceutical honey refined Chuanbei loquat paste, Shandong dong'ejiao group compound Ejiao paste, Guangzhou Baiyunshan Chen Liji pharmaceutical factory Shujin Jianyao pill, Huishi pharmaceutical Shanshan Save series, American ace pharmaceutical Diqiao, etc Chinese patent medicine plays a leading role in OTC market, while western medicine dominates in prescription medicine market According to Q3 data in 2016, western medicine accounted for 73% of the retail prescription drug market and was the main source of growth in market sales Among the top 20 products in the retail prescription drug market, 14 products are from foreign-funded enterprises, only 6 products are from local enterprises, and foreign products account for 70% The first place in sales volume is Dalian Pfizer Viagra, followed by huirui Lipitor, Hangzhou Sanofi Minsheng Plavix, Beijing Bayer medical health byxintong, Jichuan pharmaceutical Pudilan Xiaoyan tablets, Beijing Bayer medical health bytangping, shiheida pharmaceutical shiheida, Tianshili Fufang Danshen dropping pill, Dalian Pfizer luohuoxi, Lilai Xili, etc Shao Wenbin said that in 2016, driven by the sinking of medical resources, the growth of drug use in community health service centers accelerated Taking the prescription drugs in the channels of beishangguang community health center as an example, traditional Chinese medicine accounted for the largest scale, with the sales volume of 8.25 billion yuan in 2016, an increase of 6% in 2015-2016; the sales volume of cardiovascular system drugs was 5.18 billion yuan, an increase of 12%; the sales volume of digestive tract and metabolism drugs was 2.83 billion yuan, an increase of 11%; and the scale of systemic anti infective drugs was 6% lower than that in 2015 The sales volume of the community health center is 1.57 billion yuan The market needs new drugs with high clinical value In the future, changes in the structure of social medication will have a crucial impact on the pharmaceutical industry Shao Wenbin analyzed that in the process of pharmaceutical research and development and production, the demand for new varieties or dosage forms with high clinical value will increase, which will guide the direction of new drug research and development; meanwhile, the quality requirements of drug production are also improving, and the cost of compliance and development will further increase For marketing and channel marketing, future marketing