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31 225，2020。502.
06，42.
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AstraZeneca, which has won the performance champion in China, also cannot avoid the impact of large-volume purchases.
The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
Focus on innovative drugs
Joining hands with local innovation forces has gradually become a trend
Some analysts pointed out that since the implementation of the medical insurance negotiation catalogue, the stable price system of foreign pharmaceutical companies has been gradually broken.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
Eli Lilly, which disclosed China's performance for the first time, attracted the attention of the industry with the highest year-on-year growth rate of 19%.
From the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
From the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
Coincidentally, Novartis, whose performance growth rate in China is second only to Eli Lilly, is also favoring local innovative pharmaceutical companies.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
The industry generally believes that under the influence of policies such as mass procurement and national medical insurance negotiations, the structure of China's pharmaceutical market has changed.
Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
Medical News, March 1st, February 25th, the German pharmaceutical giant Bayer announced its 2020 fiscal year results.
In addition to the total global sales revenue of 50.
206 billion U.
S.
dollars, the China revenue of 4.
224 billion U.
S.
dollars is impressive.
It ranks second among the multinational pharmaceutical companies that have recently disclosed their performance in China, second only to AstraZeneca, but year-on-year The growth rate was negative, making it one of the only two companies in the China performance competition.
In addition to the total global sales revenue of 50.
206 billion U.
S.
dollars, the China revenue of 4.
224 billion U.
S.
dollars is impressive.
It ranks second among the multinational pharmaceutical companies that have recently disclosed their performance in China, second only to AstraZeneca, but year-on-year The growth rate was negative, making it one of the only two companies in the China performance competition.
China has become the world's second largest pharmaceutical market, and it can be described as a battleground for multinational pharmaceutical companies.
Under the influence of many factors such as the new crown epidemic, mass procurement, and medical insurance negotiations, the performance of multinational pharmaceutical companies in China has clearly differentiated.
From the perspective of overall revenue, the eight multinational pharmaceutical companies have achieved a total sales revenue of US$25.
627 billion in China in 2020.
Among them, AstraZeneca continued to lead the list with a revenue of US$5.
375 billion, followed by Bayer; Merck and Roche were close to each other, reaching US$3.
534 billion and US$3.
532 billion respectively; although Sanofi had a revenue of US$29.
75, but It was down 7.
7% year-on-year; although Eli Lilly, who ranked last, disclosed China's report card for the first time, it had the largest year-on-year increase, reaching 19%.
Under the influence of many factors such as the new crown epidemic, mass procurement, and medical insurance negotiations, the performance of multinational pharmaceutical companies in China has clearly differentiated.
From the perspective of overall revenue, the eight multinational pharmaceutical companies have achieved a total sales revenue of US$25.
627 billion in China in 2020.
Among them, AstraZeneca continued to lead the list with a revenue of US$5.
375 billion, followed by Bayer; Merck and Roche were close to each other, reaching US$3.
534 billion and US$3.
532 billion respectively; although Sanofi had a revenue of US$29.
75, but It was down 7.
7% year-on-year; although Eli Lilly, who ranked last, disclosed China's report card for the first time, it had the largest year-on-year increase, reaching 19%.
Eight multinational pharmaceutical companies' performance in China in 2020
(Remarks: The data comes from the financial reports of various pharmaceutical companies and is converted at the average exchange rate of each currency in 2020.
The China revenue of Roche and Merck only includes the pharmaceutical business)
The China revenue of Roche and Merck only includes the pharmaceutical business)
Product is king
Heavy and innovative varieties are the pillars of performance
Specifically, blockbuster varieties and innovative products are still important pillars for multinational pharmaceutical companies to achieve revenue growth in China.
The anti-tumor product pipeline is the trump card business of AstraZeneca, which continues to hold the top spot in the performance of multinational pharmaceutical companies in China.
Among the nearly US$5.
4 billion in China’s revenue, the third-generation EGFR inhibitor osimertinib has contributed Indispensable.
According to the financial report, the revenue of osimertinib in the entire emerging market of AstraZeneca reached 1.
208 billion US dollars, an increase of 59% year-on-year, of which the vast majority of income was in China.
This is not the same as osimertinib being included in the medical insurance catalog through medical insurance negotiations.
It doesn't matter.
In December last year, osimertinib's first-line treatment of EGFR mutation-positive advanced or metastatic non-small cell lung cancer (NSCLC) was included in the new version of the medical insurance catalog.
At the same time, its second-line treatment of NSCLC also received a medical insurance renewal.
AstraZeneca said frankly that it is expected to achieve further growth in China.
Among the nearly US$5.
4 billion in China’s revenue, the third-generation EGFR inhibitor osimertinib has contributed Indispensable.
According to the financial report, the revenue of osimertinib in the entire emerging market of AstraZeneca reached 1.
208 billion US dollars, an increase of 59% year-on-year, of which the vast majority of income was in China.
This is not the same as osimertinib being included in the medical insurance catalog through medical insurance negotiations.
It doesn't matter.
In December last year, osimertinib's first-line treatment of EGFR mutation-positive advanced or metastatic non-small cell lung cancer (NSCLC) was included in the new version of the medical insurance catalog.
At the same time, its second-line treatment of NSCLC also received a medical insurance renewal.
AstraZeneca said frankly that it is expected to achieve further growth in China.
Pabrizol is undoubtedly the main force of Merck’s absolute revenue.
In 2020, it contributed 14.
38 billion U.
S.
dollars in performance, accounting for 33% of the pharmaceutical company’s total revenue, a year-on-year increase of 30%.
Keep pressing.
Although Merck did not disclose the specific sales data of pembrolizumab in China, it is obvious from the 6 major indications that it includes lung cancer, head and neck cancer and esophageal squamous cell carcinoma in China.
It is the booster for Merck's to achieve up to US$3.
534 billion in revenue from its pharmaceutical business in China, a year-on-year increase of 13%.
The data disclosed by Merck’s financial report shows that China is not only its best performing region in the world, but also its contribution to the prescription drug business surpassed Japan for the first time, becoming Merck’s third largest market in the world after the United States and Europe.
In 2020, it contributed 14.
38 billion U.
S.
dollars in performance, accounting for 33% of the pharmaceutical company’s total revenue, a year-on-year increase of 30%.
Keep pressing.
Although Merck did not disclose the specific sales data of pembrolizumab in China, it is obvious from the 6 major indications that it includes lung cancer, head and neck cancer and esophageal squamous cell carcinoma in China.
It is the booster for Merck's to achieve up to US$3.
534 billion in revenue from its pharmaceutical business in China, a year-on-year increase of 13%.
The data disclosed by Merck’s financial report shows that China is not only its best performing region in the world, but also its contribution to the prescription drug business surpassed Japan for the first time, becoming Merck’s third largest market in the world after the United States and Europe.
Affected by the impact of biosimilar drugs and the impact of the epidemic, Roche, which holds the three blockbuster drugs of trastuzumab, bevacizumab, and rituximab, has seen a 2% decline in its global pharmaceutical business revenue.
But in terms of performance in China, Roche still improved, with a revenue of 3.
532 billion yuan accounting for 7.
1% of its global revenue.
Although the three major ace varieties were able to enter the medical insurance catalogue due to sharp price cuts, the volume effect of the catalogue is still considerable.
In addition, atelizumab, pertuzumab, and enmetrastuzumab in Roche’s anti-tumor pipeline are showing market potential as a new "three carriages", such as the breast cancer drug Pertuzumab Anti-sales reached 3.
883 billion Swiss francs, an increase of 18%.
The Chinese market is its main growth driver.
But in terms of performance in China, Roche still improved, with a revenue of 3.
532 billion yuan accounting for 7.
1% of its global revenue.
Although the three major ace varieties were able to enter the medical insurance catalogue due to sharp price cuts, the volume effect of the catalogue is still considerable.
In addition, atelizumab, pertuzumab, and enmetrastuzumab in Roche’s anti-tumor pipeline are showing market potential as a new "three carriages", such as the breast cancer drug Pertuzumab Anti-sales reached 3.
883 billion Swiss francs, an increase of 18%.
The Chinese market is its main growth driver.
Policy superimposed epidemic
Giants' revenue growth is generally weak
Unlike the situation where several multinational pharmaceutical companies achieved revenue growth of more than 30% in 2019, the overall revenue growth of foreign giants in 2020 is generally weak.
This is closely related to the global pandemic of the "black swan" incident in the first half of the year.
The impact of the epidemic has become a key word mentioned in the financial reports of all multinational pharmaceutical companies.
This is closely related to the global pandemic of the "black swan" incident in the first half of the year.
The impact of the epidemic has become a key word mentioned in the financial reports of all multinational pharmaceutical companies.
In addition to pembrolizumab, the cervical cancer vaccine Gardasil 9 and the reversing neuromuscular block drug Bridion (sugammadex sodium) are two other blockbuster products that Merck relies on, but its market growth rate in 2020 Significant slowdown, Merck admitted that the main reason is that the new crown epidemic has affected HPV vaccination and the number of surgical operations in hospitals .
Bayer, which has seen a decline in performance in China, also pointed out in its financial report that its prescription drug business sales were 17.
243 billion euros, a year-on-year decrease of 1.
5%, mainly due to the impact of global new crown epidemic restrictions, especially the decrease in the number of non-emergency treatments in the first half of the year, especially Reflected in the ophthalmology and women's health business areas.
Bayer, which has seen a decline in performance in China, also pointed out in its financial report that its prescription drug business sales were 17.
243 billion euros, a year-on-year decrease of 1.
5%, mainly due to the impact of global new crown epidemic restrictions, especially the decrease in the number of non-emergency treatments in the first half of the year, especially Reflected in the ophthalmology and women's health business areas.
However, China is the first pharmaceutical market to recover economic vitality from the impact of the new crown epidemic.
For multinational pharmaceutical companies, the biggest factor affecting their performance in China is still in a series of policies such as volume procurement and medical insurance negotiations.
For multinational pharmaceutical companies, the biggest factor affecting their performance in China is still in a series of policies such as volume procurement and medical insurance negotiations.
Although both innovative drugs and vaccine businesses have brought good sales growth momentum to Sanofi, the performance of mature brand drugs has affected the overall performance, especially clopidogrel (Plavix) and Erbe, which have been popular in the Chinese market in the past.
Sartan (Aprovel).
After being included in the volume purchase list, the sales of the two major varieties in the Chinese market have plummeted.
Sanofi’s financial report shows that in 2020, clopidogrel sales in China will be 341 million euros, down 52% year-on-year; irbesartan is only 190 million euros, down 33.
4% year-on-year.
Sartan (Aprovel).
After being included in the volume purchase list, the sales of the two major varieties in the Chinese market have plummeted.
Sanofi’s financial report shows that in 2020, clopidogrel sales in China will be 341 million euros, down 52% year-on-year; irbesartan is only 190 million euros, down 33.
4% year-on-year.
AstraZeneca, which has won the performance champion in China, also cannot avoid the impact of large-volume purchases.
The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
Focus on innovative drugs
Joining hands with local innovation forces has gradually become a trend
Some analysts pointed out that since the implementation of the medical insurance negotiation catalogue, the stable price system of foreign pharmaceutical companies has been gradually broken.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
Eli Lilly, which disclosed China's performance for the first time, attracted the attention of the industry with the highest year-on-year growth rate of 19%.
From the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
From the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
Coincidentally, Novartis, whose performance growth rate in China is second only to Eli Lilly, is also favoring local innovative pharmaceutical companies.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
The industry generally believes that under the influence of policies such as mass procurement and national medical insurance negotiations, the structure of China's pharmaceutical market has changed.
Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
Medical News, March 1st, February 25th, the German pharmaceutical giant Bayer announced its 2020 fiscal year results.
In addition to the total global sales revenue of 50.
206 billion U.
S.
dollars, the China revenue of 4.
224 billion U.
S.
dollars is impressive.
It ranks second among the multinational pharmaceutical companies that have recently disclosed their performance in China, second only to AstraZeneca, but year-on-year The growth rate was negative, making it one of the only two companies in the China performance competition.
In addition to the total global sales revenue of 50.
206 billion U.
S.
dollars, the China revenue of 4.
224 billion U.
S.
dollars is impressive.
It ranks second among the multinational pharmaceutical companies that have recently disclosed their performance in China, second only to AstraZeneca, but year-on-year The growth rate was negative, making it one of the only two companies in the China performance competition.
China has become the world's second largest pharmaceutical market, and it can be described as a battleground for multinational pharmaceutical companies.
Under the influence of many factors such as the new crown epidemic, mass procurement, and medical insurance negotiations, the performance of multinational pharmaceutical companies in China has clearly differentiated.
From the perspective of overall revenue, the eight multinational pharmaceutical companies have achieved a total sales revenue of US$25.
627 billion in China in 2020.
Among them, AstraZeneca continued to lead the list with a revenue of US$5.
375 billion, followed by Bayer; Merck and Roche were close to each other, reaching US$3.
534 billion and US$3.
532 billion respectively; although Sanofi had a revenue of US$29.
75, but It was down 7.
7% year-on-year; although Eli Lilly, who ranked last, disclosed China's report card for the first time, it had the largest year-on-year increase, reaching 19%.
Under the influence of many factors such as the new crown epidemic, mass procurement, and medical insurance negotiations, the performance of multinational pharmaceutical companies in China has clearly differentiated.
From the perspective of overall revenue, the eight multinational pharmaceutical companies have achieved a total sales revenue of US$25.
627 billion in China in 2020.
Among them, AstraZeneca continued to lead the list with a revenue of US$5.
375 billion, followed by Bayer; Merck and Roche were close to each other, reaching US$3.
534 billion and US$3.
532 billion respectively; although Sanofi had a revenue of US$29.
75, but It was down 7.
7% year-on-year; although Eli Lilly, who ranked last, disclosed China's report card for the first time, it had the largest year-on-year increase, reaching 19%.
Eight multinational pharmaceutical companies' performance in China in 2020
(Remarks: The data comes from the financial reports of various pharmaceutical companies and is converted at the average exchange rate of each currency in 2020.
The China revenue of Roche and Merck only includes the pharmaceutical business)
The China revenue of Roche and Merck only includes the pharmaceutical business)
Product is king
Product is king Heavy and innovative varieties are the pillars of performance
Heavy and innovative varieties are the pillars of performance Specifically, blockbuster varieties and innovative products are still important pillars for multinational pharmaceutical companies to achieve revenue growth in China.
The anti-tumor product pipeline is the trump card business of AstraZeneca, which continues to hold the top spot in the performance of multinational pharmaceutical companies in China.
Among the nearly US$5.
4 billion in China’s revenue, the third-generation EGFR inhibitor osimertinib has contributed Indispensable.
According to the financial report, the revenue of osimertinib in the entire emerging market of AstraZeneca reached 1.
208 billion US dollars, an increase of 59% year-on-year, of which the vast majority of income was in China.
This is not the same as osimertinib being included in the medical insurance catalog through medical insurance negotiations.
It doesn't matter.
In December last year, osimertinib's first-line treatment of EGFR mutation-positive advanced or metastatic non-small cell lung cancer (NSCLC) was included in the new version of the medical insurance catalog.
At the same time, its second-line treatment of NSCLC also received a medical insurance renewal.
AstraZeneca said frankly that it is expected to achieve further growth in China.
Among the nearly US$5.
4 billion in China’s revenue, the third-generation EGFR inhibitor osimertinib has contributed Indispensable.
According to the financial report, the revenue of osimertinib in the entire emerging market of AstraZeneca reached 1.
208 billion US dollars, an increase of 59% year-on-year, of which the vast majority of income was in China.
This is not the same as osimertinib being included in the medical insurance catalog through medical insurance negotiations.
It doesn't matter.
In December last year, osimertinib's first-line treatment of EGFR mutation-positive advanced or metastatic non-small cell lung cancer (NSCLC) was included in the new version of the medical insurance catalog.
At the same time, its second-line treatment of NSCLC also received a medical insurance renewal.
AstraZeneca said frankly that it is expected to achieve further growth in China.
Pabrizol is undoubtedly the main force of Merck’s absolute revenue.
In 2020, it contributed 14.
38 billion U.
S.
dollars in performance, accounting for 33% of the pharmaceutical company’s total revenue, a year-on-year increase of 30%.
Keep pressing.
Although Merck did not disclose the specific sales data of pembrolizumab in China, it is obvious from the 6 major indications that it includes lung cancer, head and neck cancer and esophageal squamous cell carcinoma in China.
It is the booster for Merck's to achieve up to US$3.
534 billion in revenue from its pharmaceutical business in China, a year-on-year increase of 13%.
The data disclosed by Merck’s financial report shows that China is not only its best performing region in the world, but also its contribution to the prescription drug business surpassed Japan for the first time, becoming Merck’s third largest market in the world after the United States and Europe.
In 2020, it contributed 14.
38 billion U.
S.
dollars in performance, accounting for 33% of the pharmaceutical company’s total revenue, a year-on-year increase of 30%.
Keep pressing.
Although Merck did not disclose the specific sales data of pembrolizumab in China, it is obvious from the 6 major indications that it includes lung cancer, head and neck cancer and esophageal squamous cell carcinoma in China.
It is the booster for Merck's to achieve up to US$3.
534 billion in revenue from its pharmaceutical business in China, a year-on-year increase of 13%.
The data disclosed by Merck’s financial report shows that China is not only its best performing region in the world, but also its contribution to the prescription drug business surpassed Japan for the first time, becoming Merck’s third largest market in the world after the United States and Europe.
Affected by the impact of biosimilar drugs and the impact of the epidemic, Roche, which holds the three blockbuster drugs of trastuzumab, bevacizumab, and rituximab, has seen a 2% decline in its global pharmaceutical business revenue.
But in terms of performance in China, Roche still improved, with a revenue of 3.
532 billion yuan accounting for 7.
1% of its global revenue.
Although the three major ace varieties were able to enter the medical insurance catalogue due to sharp price cuts, the volume effect of the catalogue is still considerable.
In addition, atelizumab, pertuzumab, and enmetrastuzumab in Roche’s anti-tumor pipeline are showing market potential as a new "three carriages", such as the breast cancer drug Pertuzumab Anti-sales reached 3.
883 billion Swiss francs, an increase of 18%.
The Chinese market is its main growth driver.
But in terms of performance in China, Roche still improved, with a revenue of 3.
532 billion yuan accounting for 7.
1% of its global revenue.
Although the three major ace varieties were able to enter the medical insurance catalogue due to sharp price cuts, the volume effect of the catalogue is still considerable.
In addition, atelizumab, pertuzumab, and enmetrastuzumab in Roche’s anti-tumor pipeline are showing market potential as a new "three carriages", such as the breast cancer drug Pertuzumab Anti-sales reached 3.
883 billion Swiss francs, an increase of 18%.
The Chinese market is its main growth driver.
Policy superimposed epidemic
Policy superimposed epidemic Giants' revenue growth is generally weak
Giants' revenue growth is generally weak Unlike the situation where several multinational pharmaceutical companies achieved revenue growth of more than 30% in 2019, the overall revenue growth of foreign giants in 2020 is generally weak.
This is closely related to the global pandemic of the "black swan" incident in the first half of the year.
The impact of the epidemic has become a key word mentioned in the financial reports of all multinational pharmaceutical companies.
This is closely related to the global pandemic of the "black swan" incident in the first half of the year.
The impact of the epidemic has become a key word mentioned in the financial reports of all multinational pharmaceutical companies.
In addition to pembrolizumab, the cervical cancer vaccine Gardasil 9 and the reversing neuromuscular block drug Bridion (sugammadex sodium) are two other blockbuster products that Merck relies on, but its market growth rate in 2020 Significant slowdown, Merck admitted that the main reason is that the new crown epidemic has affected HPV vaccination and the number of surgical operations in hospitals .
Bayer, which has seen a decline in performance in China, also pointed out in its financial report that its prescription drug business sales were 17.
243 billion euros, a year-on-year decrease of 1.
5%, mainly due to the impact of global new crown epidemic restrictions, especially the decrease in the number of non-emergency treatments in the first half of the year, especially Reflected in the ophthalmology and women's health business areas.
Hospital hospital hospital health healthy healthBayer, which has seen a decline in performance in China, also pointed out in its financial report that its prescription drug business sales were 17.
243 billion euros, a year-on-year decrease of 1.
5%, mainly due to the impact of global new crown epidemic restrictions, especially the decrease in the number of non-emergency treatments in the first half of the year, especially Reflected in the ophthalmology and women's health business areas.
However, China is the first pharmaceutical market to recover economic vitality from the impact of the new crown epidemic.
For multinational pharmaceutical companies, the biggest factor affecting their performance in China is still in a series of policies such as volume procurement and medical insurance negotiations.
For multinational pharmaceutical companies, the biggest factor affecting their performance in China is still in a series of policies such as volume procurement and medical insurance negotiations.
Although both innovative drugs and vaccine businesses have brought good sales growth momentum to Sanofi, the performance of mature brand drugs has affected the overall performance, especially clopidogrel (Plavix) and Erbe, which have been popular in the Chinese market in the past.
Sartan (Aprovel).
After being included in the volume purchase list, the sales of the two major varieties in the Chinese market have plummeted.
Sanofi’s financial report shows that in 2020, clopidogrel sales in China will be 341 million euros, down 52% year-on-year; irbesartan is only 190 million euros, down 33.
4% year-on-year.
Sartan (Aprovel).
After being included in the volume purchase list, the sales of the two major varieties in the Chinese market have plummeted.
Sanofi’s financial report shows that in 2020, clopidogrel sales in China will be 341 million euros, down 52% year-on-year; irbesartan is only 190 million euros, down 33.
4% year-on-year.
AstraZeneca, which has won the performance champion in China, also cannot avoid the impact of large-volume purchases.
The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
pharmnet. The financial report data shows that the global sales of its patented original drug gefitinib (Iressa) in 2020 are only It was US$268 million, a decrease of 37% (36% in terms of CER).
Among them, emerging markets, mainly China, dropped by 23% (22% in terms of CER) to only 221 million U.
S.
dollars.
The main reason was that Iressa was included in volume procurement.
In addition, Bayer also frankly stated in the financial report that the implementation of China's new pharmnet.
com.
cn/news/yyzb/" target="_blank">bidding and procurement policy has had a great impact on the sales of its Acarbose (Baitangping) and Moxifloxacin (Baifule).
com.
cn/news/yyzb/" target="_blank">Tenderpharmnet.
com.
cn/news/yyzb/" target="_blank"> Tender Tender
Focus on innovative drugs
Focus on innovative drugs Joining hands with local innovation forces has gradually become a trend
Joining hands with local innovation forces has gradually become a trend Some analysts pointed out that since the implementation of the medical insurance negotiation catalogue, the stable price system of foreign pharmaceutical companies has been gradually broken.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
At the same time, foreign-funded pharmaceutical companies used to have strong profitability in the Chinese market for expired patent drugs, and the price system has also undergone major changes in the new environment of centralized procurement.
For multinational pharmaceutical companies, the days when they can "lay a win" by sticking to expired patented drugs no longer exist, and it has become a consistent choice to divest mature drug assets and focus on innovative drug business.
In the selection of innovation partners, it is gradually becoming a trend to join hands with local innovation forces.
Eli Lilly, which disclosed China's performance for the first time, attracted the attention of the industry with the highest year-on-year growth rate of 19%.
From the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
Enterprise business enterpriseFrom the perspective of the industry, the rapid growth of the company's performance in China is actually driven by innovative drugs, which is closely related to its choice to cooperate with Chinese Biotech companies .
The financial report shows that Sintilimab, a PD-1 drug jointly developed by Eli Lilly and Innovent, contributed US$309 million to its performance.
In addition, Fruquintinib, a colorectal cancer drug jointly developed by Eli Lilly and Hutchison Whampoa, also officially entered the medical insurance list through the national talks at the end of 2019.
In May last year, Eli Lilly also reached an agreement with Junshi Bio to jointly develop etesevimab, a potential preventive and therapeutic antibody for the 2019 novel coronavirus pneumonia.
Coincidentally, Novartis, whose performance growth rate in China is second only to Eli Lilly, is also favoring local innovative pharmaceutical companies.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
On February 26, BeiGene announced that the cooperation and authorization agreement reached with Novartis on January 11, 2021 will take effect in the United States, Canada, Mexico, EU member states, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan developed, produced and commercialized the anti-PD-1 antibody tislelizumab (Bezan).
The two parties have agreed to jointly develop tislelizumab in the above-mentioned countries.
Novartis will be responsible for the registration application after the transition period and will carry out commercialization activities after approval.
The industry generally believes that under the influence of policies such as mass procurement and national medical insurance negotiations, the structure of China's pharmaceutical market has changed.
Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
Medicine Medicine Medicine Transition to R&D innovation, divestiture of mature drug assets, and transformation of marketing models are all methods currently being explored by multinational pharmaceutical companies.
The pros and cons are not yet known.
However, it is foreseeable that the future competition in the Chinese pharmaceutical market will become more intense, and at the same time it will also bring more benefits to patients.
