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Medical network - March 20 patent medicine, in particular, the import drug prices high prices has been criticized by people, become a big reason for the high prices. In recent years, the drug into the patents expire concentration, these drugs include the anti-tumor, cardiovascular and respiratory system such as the major species. Patented drugs due to the coming of the peak, can let the Chinese drug prices?
The price of generic drugs is generally half of patented drugs, even lower. Study: 2014-2020, there will be nearly 1.8 trillion drug patents expire. Of patented drugs can lead to a drug prices fall due?
Generic competition is intense, the price is only half patented drugs
Patented drugs and generic drugs price gap on drug viagra undoubted. Before 2014, buy a grain of sildenafil (viagra) in will cost 130 yuan of above, but the first half of the grain price is only 2014 years ago. Viagra, one reason is that prices fell sharply, in April 2014 the patent in China. Then, including the baiyun mountain (600332, shares), dichroa pharmaceutical (300255, shares), market (300003, shares) generic drugs such as viagra were listed, the price of homebred viagra even as low as $50, competition viagra prices tumbled.
Patent medicine patents expire, the example of drug prices tumble more than viagra. After entering the Chinese market, according to the China technology patrika patent medicine wave born (mainly used in the treatment of pulmonary hypertension disease), 2010, the price is about 20000 yuan/box. Born wave Tanzania patents expire at the end of 2015 to cope with the impact of the generic drugs, the price down to about 4000 yuan/box, fell nearly eighty percent.
Usually, the first listed generics are typically patent medicine price 70% - 80% of the public; Then listed a large number of generic drugs, drug prices could fall to 30% of the patented drugs - 50%.
Generic drug prices to plunge, related to the fierce competition between generic drug firms. The fierce competition between generic companies from the decline in its upstream product API can also be peep.
Novartis is A drug firms to provide generic API, in the a-share listed. In the past two years, the United States novartis's revenue is declining. In 2016, according to the prospectus, novartis total revenue is about 578 million fell 3.2% year-on-year, compared with 2014 is down 9.15%. The novartis decline in revenue, with production of the API prices. Beauty to novartis valsartan main products as an example, according to the prospectus, in 2016 China's exports to Europe valsartan price is 778.94 yuan/kg, fell by 24.68% compared with 2014.
Patent medicine expires crunch, generic drugs will be a large number of listed?
Generics in one of the important conditions, is a patent medicine expires.
In recent years, the international drug market entered the patent concentrated maturing peak. , according to the novartis prospectus 2009-2014 has sales of $235 billion a patent medicine, due to an average of about $39 billion a year, far more than to the average for more than ten years. These patent medicine contains anti-tumor, cardiovascular and respiratory medicine running around the world.
Patent medicine of maturity, will stimulate a large number of companies producing generic drugs. Healthcare research company Evaluate Pharm reported, 2014-2020, there will be $259 billion (1.8 trillion yuan) drug patents expire, and is expected to have 46% of the market will be occupied by a generic drugs.
Due a few blockbuster drugs in the list. Fortune securities research report shows that international peptide (indications including multiple sclerosis, diabetes, etc.) large varieties of patent is maturing. From 2014 to 2018, a total of 6 kinds of polypeptide drug patents expire, including granite for ray expires in January 2017 - granite for ray is market of the largest varieties of peptide drugs, global sales of $4.24 billion in 2014.
In addition, a British drug giant glaxosmithkline public announcement, in 2008 and 2009 the number of patent medicine expires in the European Union nine and eight, respectively; Due in 2010 amount to start increased dramatically, due in 2012 number is as high as 18. Pharmaceutical giant astrazeneca in 2015 in the United States patent medicine expires number as high as 27, in 2010, a number that also is only five.
Generic version of a large number of listed also reflect on the demand of the active pharmaceutical ingredients. Valsartan, for example, as a result of valsartan patent expires in 2012, valsartan API demand increased dramatically. In 2012, according to IMS Health data valsartan API global market demand for 1030 tons, to 2015, that figure rose to 1175.35 tons, an increase of 14.11% from the 2012.
Mixed: generic drugs has foreign drug companies into China
A spate of generic drugs, not only to promote drug prices; To a certain extent, also make the international pharmaceutical giant will non-core business outsourcing such as active pharmaceutical ingredients. The novartis said in the prospectus, in recent years of year-on-year growth rate of more than 40% in all of the outsourcing market, is in the stage of rapid development.
At present, including Pfizer and Merck, glaxosmithkline and roche foreign big drug firms are API outsourced production of pharmaceutical enterprises in China. In 2012, for example, Pfizer and the sea are pharmaceutical (600267, shares) joint venture set up drug firms in China, part of the technology provided by Pfizer, so that the joint venture companies provide apis for Pfizer.
In addition, multinational pharmaceutical companies have a lot of investment, China's pharmaceutical manufacturing industry. According to the national bureau of statistics, in 2016 China pharmaceutical manufacturing the actual use of foreign capital of $2.103 billion, up 51.61% from a year earlier. And in 2015, that figure is as high as 45.20%. Bread according to the national bureau of statistics of finance and economics is drawn below the Chinese medicine manufacturing calendar year the actual use of foreign capital amount:
The increase of foreign investment, promote the growth of China's pharmaceutical enterprise, with Pfizer and the sea is joint venture set up and controlled by sea is the sea is, for example, Pfizer sales revenue in the first half of 2014 to 2014, the first half of 2016, that number reached $1.69 billion, two years time, increased by 6.61 times.
However, the pharmaceutical industry is actually more polluted industry. Of foreign companies to enter is likely to exacerbate China's environmental pollution. The novartis said in its prospectus, its product production process will produce ammonia nitrogen, dust, industrial dust and industrial solid waste and other pollutants, if mishandled, will cause certain adverse effect to the surrounding environment.
Patent medicine of maturity, objectively will lower drug prices; But the price of drugs in addition to related to patent, also with dealers, such as hospitals and doctors are connected; Can reduce drugs price remains to be seen. |
