Nearly 5 billion yuan of China's anti HIV drug market, who is the main ups and downs?

[pharmaceutical network market analysis] AIDS is an infectious retrovirus with a high mortality rate, which has become a major global public health problem Data shows that by the end of September 2018, 850000 people had survived and 262000 died in China It is estimated that there are about 80000 new infections every year It can be seen that the epidemic situation of AIDS in China is still very serious With the coming of World AIDS Day on December 1, the prevention and treatment of AIDS has also attracted people's attention It is understood that the treatment of AIDS has made great progress in recent years, but it is still unable to completely eradicate the disease, patients need lifelong treatment At present, anti HIV drugs mainly include CCR5 antagonists, fusion inhibitors, reverse transcriptase inhibitors, integrase inhibitors, protease inhibitors In order to avoid drug resistance caused by single drug use, most of the above three or more drugs are used in combination According to some reports, the global market for anti HIV drugs increased from US $22.9 billion in 2013 to US $33.96 billion in 2018, with a compound annual growth rate of 8.2% In the global anti HIV drug market, Gilead, GSK, Bristol Myers Squibb, MSD, Aberdeen and Johnson & Johnson occupy the main market share In the context of the increasing number of AIDS patients in the world, the competition among large pharmaceutical enterprises is more fierce Among them, Gilead is the global leader in the AIDS market According to the data in 2017, Gilead accounts for half of the global market share of anti HIV drugs According to the pattern trend of the strong and the strong, the market share of Gilead will further increase in the future GSK is a research and development of anti AIDS drugs company, and Gilead can be said to be competing with each other, has been leading the field of HIV treatment In April this year, GSK global announced that the once-a-day single pill combination of two drugs (2DR) was approved by the US FDA for the treatment of HIV-1 infected adults In addition, GSK will also launch another treatment product, which can provide patients with long-acting preparations for injection every month or every two months, further helping to improve patients' drug compliance In addition to Gilead and GSK, there are also Bristol Myers Squibb, MSD and Johnson & Johnson in the anti AIDS drug market competition, and other companies have been completely marginalized The industry expects that in the future, the market share of Aberdeen, Johnson & Johnson and MSD will further decline
In terms of domestic demand for anti HIV drugs, in recent years, with the inclusion of AIDS drugs (including anti AIDS drugs and AIDS opportunistic infections drugs) in the 2018 version of the basic drug catalog, the priority review of new AIDS drugs registration, and the release of China's AIDS diagnosis and treatment guidelines (2018 version), China's AIDS treatment market is entering a virtuous cycle stage, There is a great market opportunity Data shows that the market of anti HIV drugs in China has increased from 790 million yuan in 2013 to 2.02 billion yuan in 2018, with an average compound annual growth rate of 20.7% It is estimated that the market of anti HIV drugs in China will reach 4.96 billion yuan by 2023 The industry believes that at present, driven by the policies of consistency evaluation and volume procurement, domestic generic pharmaceutical enterprises have a favorable opportunity, which belongs to those who plan ahead of time At the same time, multinational pharmaceutical companies began to pay attention to the market demand of Chinese patients For example, recently, at the second China International Import Expo (ciie), Ms Chen Siyuan, the head and vice president of GSK's respiratory and HIV business department, said that she hoped to bring the two drug combination treatment scheme just approved by the FDA this year into China as soon as possible, so that Chinese AIDS patients have more than one treatment option.