Business Club December 23, "We have entered the era of industrial chain war. Today's international competition is not the competition of the enterprise. It is not a product competition but an unprecedented and a new industrial chain competition market." 12 On the 17th and 18th of this month, at the "2011 antibiotic industry competition analysis report meeting" held in Beijing, experts made such judgments on the current status of China's antibiotic industry.
Antibiotics still sing high next year
Most experts expressed considerable confidence in the market for antibiotics next year.
Wu Huifang, the chief researcher of HealthNet, made an image metaphor: Antibiotics in China's drug market are more like main meals than snacks. With the rigid demand from the terminal, there is no doubt about its stable market growth.
In China, while the overall pharmaceutical market has maintained double-digit growth, drug use in hospitals has grown rapidly in recent years. According to IMS national hospital drug database data, the 5-year compound growth rate of drug use in Chinese hospitals has reached 20%, and it is expected that the growth rate in 2010 will exceed 22%. In the next few years, the Chinese pharmaceutical market will continue to maintain high growth rates of more than 20%.
Anti-infectives for systemic use are the highest in the Chinese medical market. These include antibiotics, antiviral drugs, antifungal drugs, immune serum and immunoglobulins, antimycobacterial drugs and vaccines. According to Wu Huifang, antibiotics are the largest part of the market, accounting for about 90% of the total.
At the same time, hospital statistics from sampling statistics show that from 2005 to 2009, systemic antibiotics accounted for 23% to 25% of the total hospital drug use; in 2009, systemic antibiotics accounted for 23.7% of the total drug use. Cephalosporins are the largest category of anti-infective drugs in hospitals. According to statistics from 16 city hospitals, cephalosporins accounted for half of hospital anti-infectives in the past five years. In 2009, cephalosporins accounted for 51.52% of hospital anti-infectives.
The "leftover" era
However, while making the judgment that “antibiotics will continue to growâ€, experts also believe that the growth rate of antibiotics will be lower than the development level of the overall pharmaceutical market.
According to Wu Huifang, the global anti-infective drug industry is relatively mature. Under the influence of the depletion of listed new drugs and falling prices, the growth rate has slowed down. The average growth rate in five years is about 15%. At the same time, the global bacterial drug market has become saturated, and anti-fungal and anti-viral drugs have become the main drivers of growth. From the perspective of sales of anti-infective drugs in the United States, cephalosporins accounted for about 45% of the market, followed by penicillins (15%), and the third is quinolones (12%). The three fastest-growing new antibiotic antibiotics in the international pharmaceutical market are carbapenems, glycopeptides and oxazolidinones, with total sales accounting for about 20% of the antibiotics market.
In China, although the anti-infective drugs always occupy the leading position, its hospital market share is shrinking.
A market leader of Chenshen Pharmaceutical stated that from 2004 to the present, domestic amoxicillin market has been oversupply, however, in recent years, domestic related companies have continued to expand production.
“Especially after amoxicillin enters the basic medicine list, sales prices have fallen, and the implementation of e-surveillance codes will increase the production costs of these products. What should companies do? How to deal with upstream and downstream?†the person in charge asked questions. .
In response, Wu Huifang said that the above situation is common to many companies including amoxicillin and cephalosporins, and the clinical needs are rigid. There is no need to worry about this. However, under the combined influence of increasing market capacity, increase in raw material production, and price reduction of terminal preparations, the prospects of these antibiotics entering the basic drug list are not very optimistic; at the same time, with the introduction of some policies, some of the past can be used as enterprise specialty varieties. The category has also lost its special status, such as cefuroxime.
It is reported that the antibiotic industry has also recently undergone many major expansion and expansion projects, such as the newly-built 10,000-ton antibiotics from Shenyang Tonglian, the 2,000-ton cephalosporin project from Yuekang Pharmaceutical, the 5,000-ton erythromycin multidimensional in Ningxia, and the Wanxing Tongxing million. Tons of oxytetracycline, etc.; 8,000 tons of penicillin projects such as DSM's relocation technology, the expansion of amoxicillin raw materials and preparations for the second phase of the Federal Republic of Inner Mongolia... As these projects are gradually completed and put into production, the domestic antibiotic industry will undoubtedly Bring some shock.
In fact, in recent years, China's pharmaceutical industry has been in an era of "remaining". Many products have greater production capacity and output than market demand, and rely on exports to solve problems. After the financial crisis, international demand has decreased, raw material medicine exports have been suppressed, and companies have been directly affected. In the pattern of large fluctuations in raw material medicines over the years, some enterprises with very strong competitiveness of the original preparations face raw material constraints, creating a situation where there is no rice pot, and the competitiveness is greatly reduced and the market is shrinking.
Industrial chain advantages highlighted
"Enterprises with a complete industrial chain or relatively high degree of industry chain coverage will have stronger risk resilience and the right to speak in the market," said Wu Huifang.
For example, Jiangshan Pharmaceutical ranks among the top in terms of sales of pharmaceutical preparations for self-supporting pharmaceutical products. It has more than 300 formulations and dosage forms, and produces a large amount of vitamin C raw materials into solid preparations such as medicines and health products; The amoxicillin capsules and penicillin minute hand of the pharmaceutical industry are protected by Shiyou Zhongrun and its own raw materials. In the customs export statistics, Zhongnuo Pharmaceutical ranks among the top self-exporters in the preparation factories.
Shandong Pharmaceutical Factory has sprung up over the past few years. It is also a successful example of industrial chain competition that strengthens R&D and its own raw materials, and strengthens end-market development.
Not only at home, Pfizer is the world's largest patent pharmaceutical company, and most of its raw materials and preparations are produced by itself. TEVA, the world's largest generic pharmaceutical factory, also produces its own bulk APIs.
In contrast, companies with low levels of industrial chain coverage appear to be weak in resisting risks.
In fact, many domestic antibiotic companies are also aware of this, and have successively integrated their industrial chains to increase their industrial chain coverage.
In this regard, Wu Huifang analyzed: “For the current domestic antibiotic companies, when selecting varieties, they can select some varieties with large markets and promising prospects. They can only be regarded as elementary, such as mountaineering just arrived at the foot of the mountain, and a large number of companies can If the enterprise can achieve considerable technical advantages in certain categories, it is the second step and can basically be reached on the mountainside; enterprises that can truly own the advantages of the industrial chain can stand at the commanding heights, especially in some Large varieties of conventional products with large markets."
Antibiotics still sing high next year
Most experts expressed considerable confidence in the market for antibiotics next year.
Wu Huifang, the chief researcher of HealthNet, made an image metaphor: Antibiotics in China's drug market are more like main meals than snacks. With the rigid demand from the terminal, there is no doubt about its stable market growth.
In China, while the overall pharmaceutical market has maintained double-digit growth, drug use in hospitals has grown rapidly in recent years. According to IMS national hospital drug database data, the 5-year compound growth rate of drug use in Chinese hospitals has reached 20%, and it is expected that the growth rate in 2010 will exceed 22%. In the next few years, the Chinese pharmaceutical market will continue to maintain high growth rates of more than 20%.
Anti-infectives for systemic use are the highest in the Chinese medical market. These include antibiotics, antiviral drugs, antifungal drugs, immune serum and immunoglobulins, antimycobacterial drugs and vaccines. According to Wu Huifang, antibiotics are the largest part of the market, accounting for about 90% of the total.
At the same time, hospital statistics from sampling statistics show that from 2005 to 2009, systemic antibiotics accounted for 23% to 25% of the total hospital drug use; in 2009, systemic antibiotics accounted for 23.7% of the total drug use. Cephalosporins are the largest category of anti-infective drugs in hospitals. According to statistics from 16 city hospitals, cephalosporins accounted for half of hospital anti-infectives in the past five years. In 2009, cephalosporins accounted for 51.52% of hospital anti-infectives.
The "leftover" era
However, while making the judgment that “antibiotics will continue to growâ€, experts also believe that the growth rate of antibiotics will be lower than the development level of the overall pharmaceutical market.
According to Wu Huifang, the global anti-infective drug industry is relatively mature. Under the influence of the depletion of listed new drugs and falling prices, the growth rate has slowed down. The average growth rate in five years is about 15%. At the same time, the global bacterial drug market has become saturated, and anti-fungal and anti-viral drugs have become the main drivers of growth. From the perspective of sales of anti-infective drugs in the United States, cephalosporins accounted for about 45% of the market, followed by penicillins (15%), and the third is quinolones (12%). The three fastest-growing new antibiotic antibiotics in the international pharmaceutical market are carbapenems, glycopeptides and oxazolidinones, with total sales accounting for about 20% of the antibiotics market.
In China, although the anti-infective drugs always occupy the leading position, its hospital market share is shrinking.
A market leader of Chenshen Pharmaceutical stated that from 2004 to the present, domestic amoxicillin market has been oversupply, however, in recent years, domestic related companies have continued to expand production.
“Especially after amoxicillin enters the basic medicine list, sales prices have fallen, and the implementation of e-surveillance codes will increase the production costs of these products. What should companies do? How to deal with upstream and downstream?†the person in charge asked questions. .
In response, Wu Huifang said that the above situation is common to many companies including amoxicillin and cephalosporins, and the clinical needs are rigid. There is no need to worry about this. However, under the combined influence of increasing market capacity, increase in raw material production, and price reduction of terminal preparations, the prospects of these antibiotics entering the basic drug list are not very optimistic; at the same time, with the introduction of some policies, some of the past can be used as enterprise specialty varieties. The category has also lost its special status, such as cefuroxime.
It is reported that the antibiotic industry has also recently undergone many major expansion and expansion projects, such as the newly-built 10,000-ton antibiotics from Shenyang Tonglian, the 2,000-ton cephalosporin project from Yuekang Pharmaceutical, the 5,000-ton erythromycin multidimensional in Ningxia, and the Wanxing Tongxing million. Tons of oxytetracycline, etc.; 8,000 tons of penicillin projects such as DSM's relocation technology, the expansion of amoxicillin raw materials and preparations for the second phase of the Federal Republic of Inner Mongolia... As these projects are gradually completed and put into production, the domestic antibiotic industry will undoubtedly Bring some shock.
In fact, in recent years, China's pharmaceutical industry has been in an era of "remaining". Many products have greater production capacity and output than market demand, and rely on exports to solve problems. After the financial crisis, international demand has decreased, raw material medicine exports have been suppressed, and companies have been directly affected. In the pattern of large fluctuations in raw material medicines over the years, some enterprises with very strong competitiveness of the original preparations face raw material constraints, creating a situation where there is no rice pot, and the competitiveness is greatly reduced and the market is shrinking.
Industrial chain advantages highlighted
"Enterprises with a complete industrial chain or relatively high degree of industry chain coverage will have stronger risk resilience and the right to speak in the market," said Wu Huifang.
For example, Jiangshan Pharmaceutical ranks among the top in terms of sales of pharmaceutical preparations for self-supporting pharmaceutical products. It has more than 300 formulations and dosage forms, and produces a large amount of vitamin C raw materials into solid preparations such as medicines and health products; The amoxicillin capsules and penicillin minute hand of the pharmaceutical industry are protected by Shiyou Zhongrun and its own raw materials. In the customs export statistics, Zhongnuo Pharmaceutical ranks among the top self-exporters in the preparation factories.
Shandong Pharmaceutical Factory has sprung up over the past few years. It is also a successful example of industrial chain competition that strengthens R&D and its own raw materials, and strengthens end-market development.
Not only at home, Pfizer is the world's largest patent pharmaceutical company, and most of its raw materials and preparations are produced by itself. TEVA, the world's largest generic pharmaceutical factory, also produces its own bulk APIs.
In contrast, companies with low levels of industrial chain coverage appear to be weak in resisting risks.
In fact, many domestic antibiotic companies are also aware of this, and have successively integrated their industrial chains to increase their industrial chain coverage.
In this regard, Wu Huifang analyzed: “For the current domestic antibiotic companies, when selecting varieties, they can select some varieties with large markets and promising prospects. They can only be regarded as elementary, such as mountaineering just arrived at the foot of the mountain, and a large number of companies can If the enterprise can achieve considerable technical advantages in certain categories, it is the second step and can basically be reached on the mountainside; enterprises that can truly own the advantages of the industrial chain can stand at the commanding heights, especially in some Large varieties of conventional products with large markets."
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