Pharmaceutical Network June 11th, the domestic insulin leader Gan Li Pharmaceuticals by the Securities and Futures Commission issued an IPO approval, causing market concern, which means that the official landing of A shares is close at handIn addition, The Recombinant Human Insulin Injection, the first insulin product of Dongsun Pharmaceuticals, was approved for saleBehind a series of "actions", the domestic insulin market may make waves againAccording to Minnet.com, sales of insulin and its similar drugs at the end of China's public medical institutions in 2019 were nearly 25 billion yuanBrand TOP10, Novo Nordisk, Sanofi, Lilly and other foreign pharmaceutical companies occupy 7 seats; In addition, there are seven brands with over 1 billion yuan, of which Novo Nordisk's Mendon insulin 30 injections ranked first, with sales of more than 5 billion yuan.
The 25 billion insulin market is climbing, with foreign drug companies accounting for 70% of the year, and the prevalence of diabetes has been rising, becoming a global problemAccording to the Diabetes Map (9th edition) released by the International Diabetes Alliance (IDF), there were 463 million people with diabetes worldwide in 2019, equivalent to 1 in 11 adults with diabetes, and 700 million people are expected to have diabetes by 2045It is worth noting that the number of diabetics in China is 116 million, ranking first in the world.
In recent years, china's public medical institutions terminal chemical drug insulin and its similar drugs sales (units: 10,000 yuan) For patients with type 1 diabetes, insulin is the only treatment drugIn addition, 30-40% of people with type 2 diabetes end up using insulinAccording to Minet.com, sales of insulin and its similar drugs in the terminal chemicals of public hospitals, county-level public hospitals, urban community centers and township hospitals (referred to as public medical institutions) in China reached nearly 25 billion yuan in 2019, up 7.33 percent year-on-year.
In recent years, China's public medical institutions terminal chemical drug insulin and its similar drug channel pattern From the channel pattern, in recent years, urban public hospitals continued to decline, from 56.76 percent in 2015 to 43.58 percent in 2019, while urban community centers and township health centers have been growing steadily.
In 2019, The competitive landscape of china's public medical institutions terminal chemical insulin and its similar pharmaceutical companies from the competitive landscape of enterprises, Novo Nordisk, Sanofi and Lilly three foreign pharmaceutical companies have been in the top three positions, the total market share in 2019 is nearly 75%, Novo and Nordisk is the firstIn recent years, Novo Nordisk's sales growth has slowed, from 55.91 percent in 2015 to 47.41 percent in 2019, as domestic pharmaceutical companies such as Ganli Pharmaceuticals, Tonghua Dongbao Pharmaceuticals and Federal Pharmaceuticals have continued to grow.
7 over 1 billion brands bright eyes! Gan Li Pharmaceuticals, Tonghua Dongbao..Domestic pharmaceutical companies broke out of 2019 China's public medical institutions terminal chemical drug insulin and its similar drug brand TOP20 (units: 10,000 yuan) brand TOP10, Novo Nordisk, Sanofi, Lilly and other foreign pharmaceutical companies occupy 7 seats; In terms of sales, there are seven sales of more than 1 billion yuan, of which Novo Nordisk's Mendon insulin 30 injections topped, sales of more than 5 billion yuan.
2 billion varieties hit the world, domestic insulin leader In the day before, domestic insulin leader Gan Li Pharmaceuticals by the CSRC issued an IPO approval, causing market concern, the purchase date on June 16, the issue price of 63.32 yuan (estimated), which means that the official landing of A shares has been close at hand Data show that the company is mainly engaged in the reorganization of insulin analogue raw materials and injections research and development, production and sales Its main products include recombinant insulin insulin injection (commodity name: Changxiu), recombinant recombinant insulin injection (commodity name: quick show, refined protein zinc recombinant recombinant insulin mixed injection (25R) In 2019, the company's revenue was RMB2,895 million and net profit was RMB1,167 million, of which insulin preparation revenue accounted for 95.10%, and the recombinant insulin injection was the main source of revenue.
In recent years, china's public medical institutions insulin glargine sales (units: 10,000 yuan) minet data show that in recent years, China's public medical institutions terminal insulin glargine sales growth rate of more than 10%, in 2019 as high as 6,078 million yuan The main production enterprises are Sanofi, Ganli Pharmaceuticals and Federal Pharmaceuticals, among which, Ganli Pharmaceuticals' exclusive product recombinant insulin injections are growing rapidly, with sales exceeding the 2 billion mark.
Gan Li Pharmaceuticals said that while maintaining high-end market growth, the company, with the help of policy advantages, strong development of the grass-roots market, in the low-end market share further increased, covering the number of terminal hospitals increased more, the company's products in the domestic diabetes treatment drug clinical drug market share continues to increase.
Tonghua Dongbao focus esctic diabetes drugs, hybrid recombinant human insulin steady growth In recent years China's public medical institutions terminal hybrid recombinant human insulin sales (units: 10,000 yuan) mixed recombinant human insulin is Tonghua Dongbao's exclusive products According to Minet.com, in 2019, the sales of mixed recombinant human insulin at the terminals of public medical facilities in China exceeded 1.8 billion yuan Among them, including 30/70 mixed recombinant human insulin injection (commodity name: Ganshu-30R) and 50/50 mixed recombinant human insulin injection (commodity name: glycema 50R), while Ganshu-30R is the leading product.
Tonghua Dongbao has been committed to focusing on the development of the treatment of diabetes field of products, to develop the field of diabetes treatment as the core, rich in the field of diabetes treatment product line In December 2019, Tonghua Dongbao developed insulin glargine injections approved the market, becoming the third company in China to obtain the product registration approval Tonghua Dongbao said that on the basis of the second generation of recombinant human insulin, the company is actively engaged in the research and development of three generations of insulin analogue (insulin glargine, mendong insulin, dieduinsulin, repufusand insulin), as well as anagogenic anti-sugar drugs, chemical oral anti-sugar drugs, to meet the drug needs of different diabetic patients.
1 billion varieties set a new high! Federal pharmaceutical market share far ahead in recent years China's public medical institutions terminal sperm protein recombinant human insulin sales (units: 10,000 yuan) minet data show that in recent years, China's public medical institutions terminal refined protein recombinant human insulin sales grew rapidly, after breaking the 1 billion mark in 2018, 2019 year-on-year growth of 10.35 percent At present, the production enterprises have the Federal Pharmaceutical, Tonghua Dongbao Pharmaceuticals, BIOTON and Hefei Tianmai Bio 4, of which, the federal pharmaceutical market share of nearly 65%, Tonghua Dongbao accounted for 23.71%.
In its 2019 annual report, The Pharmaceuticals said the insulin line continued to drive the growth of the company's preparation products business, with total sales revenue of $900 million, and sales of recombinant human insulin injections and insulin gland injections increased by 12.7% and 158.5%, respectively, year-on-year In the future, the company will continue to use the insulin series as a strategic variety to drive its sales growth and increase market share.
Source: Minnet Database, Announcements of Listed Companies