At present, there are 5 varieties ready for the tenth batch of centralized procurement, and there are many varieties in CSPC, Kelun, Qilu, Haosen, Zhengda Pharmaceutical, Aosaikang, Fosun, etc.
01
Hundreds of billions of market turmoil
The TOP20 reshuffle, the rise of domestic innovative drugs
With the support of policies such as centralized procurement and medical insurance negotiations, the terminal antineoplastic drug (chemical + biological drugs, the same below) market in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (hereinafter referred to as China's public medical institutions) has been up and down in recent years, but the overall scale has remained at 100 billion yuan, and its sales scale will exceed 58 billion yuan in the first half of 2023.
Sales of terminal antineoplastic drugs in China's public medical institutions in recent years
From the perspective of the sub-category of antineoplastic drugs in the first half of 2023, antibody drugs dominated, with a market share increasing from 15.42% in 2018 to 38.31% in the first half of 2023, mainly due to the continuous approval and commercialization of innovative drugs and biosimilars, protein kinase inhibitors represented by tinibs followed closely behind, with a market share of more than 25%, and plant alkaloids and other natural drugs ranked third, with paclitaxel, docetaxel, irinotecan, etc.
From the perspective of manufacturer rankings, Roche, AstraZeneca, Qilu Pharmaceutical, Hengrui Pharmaceutical, Innovent Biologics and other companies are among the best. Compared with the same period in 2022, the sales growth rate of Innovent Biologics, Henlius, BeiGene and other companies in the first half of 2023 will exceed 30%.
Before the national procurement was carried out in 2018, the TOP20 anti-tumor drug products were mainly generic drugs, with pemetrexed disodium for injection, docetaxel injection, and Tigio capsule ranking among the top three.
2018 and 2023H1 Top 20 terminal antineoplastic drug products in China's public medical institutions
Note: The band * is a nationally sourced variety, and the red mark is a domestic class 1 new drug
In the first half of 2023, the TOP20 anti-tumor drug products are mainly innovative drugs, including 10 antibody drugs (4 are domestic new drugs), 5 protein kinase inhibitors (3 are domestic new drugs), etc., 12 of the 20 products have half-year sales of more than 1 billion yuan, the first bevacizumab injection exceeds 4.5 billion yuan, the second ranked trastuzumab for injection exceeds 3.3 billion yuan, and the third rituximab injection exceeds 2.3 billion yuan.
In terms of sales growth, 9 products rose by more than 10%, among which BeiGene's tislelizumab injection led the way with a growth rate of 38.85%, up 4 places from 2022, and bevacizumab injection, sintilimab injection (Innovent Biologics) and Nimotuzumab Injection (Baitai Biologics) all rose by more than 20%.
Among the top 20 brands, Roche has 5 brands on the list, of which trastuzumab for injection ranks third, and the sales of pertuzumab injection, which ranks fifth, increased by 15.17% year-on-year; among domestic brands, Qilu Pharmaceutical's bevacizumab injection ranks second, and Innovent Biologics and Henlius both have 2 brands on the list, of which Henlius' trastuzumab for injection has risen by more than 50%.
02
Qilu and Zhengda have led the rankings
22 antineoplastic drugs have been included in the centralized procurement
According to the data, there are currently 73 anti-tumor drugs (68 generic drugs) that have been evaluated/deemed to have been evaluated by enterprises, involving more than 70 pharmaceutical companies (based on groups).
From the perspective of variety evaluation, the number of 7 antineoplastic drug companies (in terms of enterprise name) reached 10 or more, namely pemetrexed disodium for injection (13), lenvatinib mesylate capsules (13), palbociclib capsules (11), gefitinib tablets (11), bortezomib for injection (11), docetaxel injection (10) and gemcitabine hydrochloride for injection (10).
From the perspective of enterprise evaluation, Qilu Pharmaceutical took the lead, with 27 varieties, Zhengda Pharmaceutical followed with 20 varieties, Haosen Pharmaceutical and Yangtze River Pharmaceutical tied for third with 13 varieties, and Sichuan Huiyu Pharmaceutical and Chuangnuo Pharmaceutical tied for fifth with 12 varieties.
Enterprises with 10 or more varieties of antineoplastic drugs that have been evaluated
In the eight batches and nine rounds of centralized procurement of chemical drugs, a total of 22 varieties of antineoplastic drugs (excluding unsuccessful varieties) have been included, of which 12 are injections and 10 are oral regular-release dosage forms.
National procurement of antineoplastic drugs
The sales of more than 10 varieties exceeding 1 billion yuan declined after the implementation of centralized procurement, such as the oral regular-release dosage form of 4+7 and the expanded variety gefitinib, with sales falling from 2 billion+ in 2019 to less than 800 million yuan in 2022, the second batch of centralized procurement varieties Tigeo oral regular-release dosage form, with sales declining from 4 billion+ in 2019 to less than 1.3 billion yuan in 2022, and the third batch of centralized procurement varieties capecitabine oral regular-release dosage form, with sales from 3 billion+ in 2020The sales volume of docetaxel injection and paclitaxel injection in the fifth batch of centralized procurement varieties fell from 4 billion+ and 1.8 billion+ in 2019 to less than 800 million yuan and less than 700 million yuan in 2022, respectively.
Changes in the sales of antineoplastic drugs partially included in centralized procurement
03
4.6 billion varieties are listed
5 antineoplastic drugs are preparing for the tenth batch of centralized procurement
In addition to the varieties that have been included in the national centralized procurement, there are currently 5 varieties of anti-tumor chemical drugs that meet the threshold of centralized procurement, and the number of enterprises that meet the application qualifications reaches 5 or more, including 3 injections and 2 oral regular-release dosage forms.
Antineoplastic drugs that have 5 or more enterprises that meet the application qualifications and have not been included in centralized procurement for the time being
Note: Less than 100 million yuan is represented by *
According to the data, the total terminal sales scale of the five varieties in China's public medical institutions in 2022 will be close to 7 billion yuan, and doxorubicin liposome injection will lead the way with more than 4.6 billion yuan. In the ranking of anti-tumor drug products, doxorubicin hydrochloride liposomal injection has always been on the list, but in recent years, the sales of this product have been declining, and if it is included in centralized procurement, its market will be under greater pressure.
In recent years, the sales of terminal doxorubicin liposomal injections in China's public medical institutions
From the perspective of the manufacturer pattern of doxorubicin hydrochloride liposome injection in the first half of 2023, CSPC Ouyi Pharmaceutical leads with a market share of about 48%, Changzhou Jinyuan Pharmaceutical follows with a market share of about 35%, and Shanghai Fudan Zhangjiang Biotechnology ranks third with a market share of about 17%.
From the perspective of the evaluated enterprises, CSPC Pharmaceutical Group, Kelun Pharmaceutical, Qilu Pharmaceutical, Haosen Pharmaceutical, Zhengda Pharmaceutical, Aosaikang, Fosun Pharmaceutical, etc. all have 2 varieties in the list, and Yangtze River Pharmaceutical, Renfu Pharmaceutical, Sichuan Huiyu Pharmaceutical, etc. are also involved.