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| Or more than 10 billion! EPO market explosion under domestic monopoly |
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| Author：中国铭铉 企划部 Release Time：2017-9-12 12:00:37 Number Browse：904 |
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Medical network on September 12 - to promote red element (hereinafter referred to as the EPO) is short for "EPO", is a kind of glycoprotein kidney synthesis class physical material, main effect is to promote bone marrow to produce more red blood cells. Initially by amgen biotechnology companies in the United States first through genetic engineering technology, to its development and compounds, mainly used in the treatment of malignant anemia, long-term for renal failure patients receiving kidney dialysis after cause of anemia symptoms are particularly effective. In the years since, foreign medical researchers have found that EPO has good health benefits for patients with HIV and chemotherapy.
For a long time, the international market of EPO monopoly by four big company products for a long time, they are hoffman-la roche (Switzerland), amgen (mae), Johnson & Johnson (beauty) and union fermentation kirin (day). The four companies of EPO sales total 8 into many of the international market of EPO, and dozens of other countries and regions of the world EPO manufacturer's product sales a total share in the remaining ten percentage share.
EPO is also a biopharmaceutical product that is growing at a phenomenal rate. It sold just $200 million in global annual sales in 1990, shortly after its initial public offering. But after 15 years, EPO, which was not favored by insiders, sold $11.9 billion worldwide in 2004, and its sales have grown 60-fold in just 15 years! As a result, EPO has become the world's first bioengineering drug to exceed $10 billion in sales. Even by 2014, EPO is still in the top 10 of the world's 100 top-selling drugs. Although a few years ago the drug lost patent protection, but its annual sales keep in billions dollars, so the product has very strong market vitality, and create the myth of the biotechnology drugs not old.
Foreign products "lost in wheat"
With two big EPO products in the international market, epoetin-alpha and darbepoetin-alpha, which expired a few years ago, the world has seen a wave of similar EPO analogues. Scientific research units in China in the early ninety s that have been working on EPO, investment success and EPO commercial production is the earliest naval medical college in nanjing two experts, and founded the nanjing HuaXinSheng engineering company specialized in EPO, and the production of protein/peptide drugs. Due to the domestic price of EPO for imported similar products price only 30 ~ 40%, so the domestic EPO market developed rapidly over the past few years, the shenyang grow and company, shandong sinovac biotech in north China pharmaceutical group of zintan biotechnology company become "leader" in the domestic industry of EPO. Nanjing hua hin, the company that first developed the product, has fallen to 10th place in the domestic EPO market, which shows the fierce competition in the market.
The main products of EPO industry in China are shenzhen corxing company, shenyang sansheng pharmaceutical company, but the main products of sansheng company include a series of other bioengineering drugs besides EPO. By the beginning of the 21st century, the EPO products of shenyang sansheng company have been firmly established in the domestic market, with an annual output of 10 million. In recent years, the EPO products of shenyang sansheng company have begun to export a large number of overseas markets, including Indonesia, Ukraine and Pakistan. Shanghai first kunpeng pharmaceutical co., LTD. Is a sino-japanese joint venture pharmaceutical companies, the company introduced Japanese technology production restructuring of EPO gene product, in 2012 the company changed its name to Shanghai xiehe pharmaceutical co., LTD., the product is still the EPO and other biological engineering drugs. It is understood that the EPO of Shanghai Concorde company accounts for about 2 percent of the domestic market, and some of the products are sold back to the Japanese market.
Due to the EPO win rate is higher, so attract many domestic enterprises to join in the production, by the end of 2010, there are more than 20 companies in the domestic national EPO production approval, but the actual production of EPO company only 11. According to the relevant departments of the preliminary estimate, the current domestic EPO combined capacity has more than 1 billion cigarettes, basically can meet the demand of domestic market, several major stroke of EPO producers such as shenyang, shandong firm sinovac, north China pharmaceutical and Shanghai concord has the strength of the overseas market.
Its EPO production, which is owned by huabei pharmaceutical group, is about a tenth of the domestic market. EPO, which had a monopoly in China's EPO market in the 1990s, pulled out of the Chinese market, thanks to the concentration of EPO in a number of Chinese companies. The Chinese EPO products have gradually squeezed out the share of foreign brands such as the us and Germany in the EPO market in China. In 2006, the ratio of domestic EPO and EPO import market share for three, and foreign production of EPO products in the domestic market last year have been reduced to less than 1, the proportion of chinese-made EPO has a foothold in the domestic market completely, and the foreign capital enterprise products in China clearly has flopped. Thus, China's bioengineering pharmaceutical industry has started to grow and grow.
Due to the favorable outlook of EPO domestic market, many listed companies have entered EPO production area with their abundant capital. Such as deep petrochemical, Renaissance industrial and shandong donga company, etc., have invested in the original EPO company or newly established company to engage in EPO production. Such as north China pharmaceutical group financed zintan biological EPO new production line has been successfully put into production, and become the domestic main force in the EPO industry, and the first domestic production of EPO producer, shenyang good company, with its excellent engineering and technical team in two years ago to make a public announcement EPO preparations with all its specifications price 3 into the left and right sides, to defeat other EPO domestic producers. The price cuts of shenyang's sansheng have indeed been "deadly" to small EPO producers with insufficient domestic power, so some companies have dropped out of the EPO production ranks and made other products. Shenyang sansheng therefore held the top position of the domestic EPO manufacturer. After an EPO industry reshuffle, shenyang sansheng company now accounts for about 70 percent of the domestic product market.
Export growth is strong
Major breakthroughs have been made in the export of EPO in the past three years. But tens of thousands of cigarettes every year in the last year in the ninety s to export EPO number as high as millions of tubes, the main export destination has expanded to dozens of countries, in addition to the eastern European countries such as Ukraine, and south Asian countries such as Pakistan, uzbekistan, Egypt and the Middle East Arab countries, west Africa and southeast Asia, etc. According to statistics of the Chinese medicine and health products import and export chamber of commerce, EPO in 2011 China's exports increased by 11% over the previous year, and in 2012 increased by 48% over the previous year, the export of domestic EPO momentum is very strong, show that domestic EPO quality has been recognized by international society.
According to the analysis, the export of EPO in China is only about 40% of the average western products, so it is highly competitive in the international market. Because domestic market competition is too fierce, the domestic main EPO manufacturers all look to overseas market. In short, our EPO products have already gone global.
Over the past few years after the market reshuffle, the current domestic only 11 companies are still in the production of EPO products, including 3, 4 production of larger companies EPO combined capacity of domestic total output of EPO to around 8, 9 into several other company's EPO capacity accounted for the rest of the teens.
The global EPO market overall was on the rise in 2015. Because more and more countries are treating EPO as the first choice for treatment of renal anemia, this has been the primary factor in ensuring strong growth in the EPO international market. India EPO market development faster in the past few years, for example, India's EPO market total sales in 2001 to 3.52 billion rupees, and in 2011 the figure is 7.5 billion rupees, last year, is closer to 9 billion rupees, growth at a staggering rate.
According to the analysis, the reason that India's EPO market main reason for the high-speed growth like China, namely the domestic production of EPO technically a major breakthrough, to break the monopoly of foreign companies in India EPO market situation.
At present, the price of domestic EPO products is only 1/10 ~ 1/8 of the similar products of foreign companies. Western market analysts believe that India and China will soon become an important force in the international EPO market. Following India, emerging industrial countries such as Brazil and Russia will also be the new hot spots in the international EPO market. Consultancy DATAMONITOR prediction of Europe, China, India, Pakistan, Russia and so on four major brics EPO market sales will reach $416 million this year, $228 million, $205 million and $100 million goal.
Health care payments boost sales
How the market outlook for EPO is one of the concerns of the industry. According to statistics from China's import and export chamber of Chinese medicine, EPO market sales last year exceeded rmb2 billion for the first time. Many provinces have already included EPO in the coverage of health insurance reimbursement, and the EPO is expected to be covered by the vast majority of provinces and cities in the future. Once the EPO can like the western developed countries into the universal health care reimbursement drug list, the health sector to estimate, the EPO total sales will easily jump billions of yuan level, and although the drug by many times the price but still not cheap, still need to 100 yuan per unit. If you can further reduce the price, the total sales of domestic EPO will surely rise sharply. According to a report from the department of health, at present our country already had nearly 7 million renal failure patients, they are all potential users of EPO, coupled with the malignant tumor patients undergoing chemotherapy, etc., these people will become the main EPO users. If China can achieve the level of EPO usage in developed countries, the EPO market in China will eventually exceed 10 billion yuan or more.
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