Global raw material medicine enterprises TOP 5, how to catch up with local enterprises?

Pharmaceutical Network January 10 China's raw material medicine industry by the rapid development over the years has become a variety of raw material medicine and production rank first in the world's mature industries, the annual export volume of raw materials reached millions of tons of raw materials due to the domestic pharmaceutical industry Many serious overcapacity of production capacity, so the development trend of the international API market and our country is closely related.

According to the website of World Financial Institute in London, the world's top 19 API manufacturers (exporters) are selected according to the comprehensive indexes such as the sales volume of APIs, the innovation level and the number of export destinations, among which the top five companies are:

TOP 1 Alaubindu Pharmaceuticals (India) The company currently exports raw materials drug More than 200 kinds of species, and most of the products by the United States FDA, the European Union EC, the United Kingdom MHRA, Brazil ANVISA and other valid export certificate.Arabindustrian company is said to be the main export pharmaceutical raw materials, including: β-lactam antibiotics, anti-HIV AIDS) drugs, various anti-infectives and other bulk drug products. The total amount of APIs exported in the world is close to or exceeding 3 billion U.S. dollars.

TOP 2 Cipla Pharmaceuticals (India) Over 200 products are exported to more than 100 countries and, more importantly, more than 50 new APIs are currently in place at Cipla 2-3 Clinical trial phase, so there is a strong development potential. The company exports the total amount of raw materials after the drug 阿拉宾 度 company.

TOP 3 Dr. Radi PhD (India) The company is also a long-established manufacturer of APIs and formulations with export destinations including developed countries in Europe and the United States, Latin America, Japan and South Korea and the Third World countries in general. Indian pharmaceutical companies compared to Radiodechaceuticals export raw material drug product structure is different, the company mainly produces and exports of hormones, protein / peptide drugs and anti-cancer drugs and other products, so the company although the export of raw material medicine products The number is not as good as the above two big companies, but its output value is very high. India's RadiPharma 2016 net profit of up to 320 million US dollars, than most of our pharmaceutical factory profits are higher.

TOP 4 Sun Pharmaceuticals (India) The company is a 'rising star' in the pharmaceutical industry in India (the company was founded in the 90s) but Sun Pharmaceuticals is growing at a phenomenal rate and now has 45 best-selling international markets medicine As a result, the company has subsidiaries in Bangladesh, Malaysia, the United States, Brazil, Canada, Mexico, Hungary, Israel, Romania, Egypt, Morocco, Nigeria and South Africa and is the largest transnational pharmaceutical company in India enterprise According to media reports, in 2016 the company 's annual turnover of up to 8.5 billion US dollars, much higher than any of China' s largest pharmaceutical companies.

TOP 5 Teva Pharmaceuticals (Israel) Teva has almost as long a history as the State of Israel, with more than 300 APIs currently being generic products. Teva Corporation 2016 In 2005, the export volume of APIs reached 5.4 billion U.S. dollars, the export of APIs exceeded 100, and the company had 19 API production lines, but after ranking 4 companies in India due to the small number of innovative APIs.

Compared with the aforementioned international API manufacturers, we can see that there is a widening gap between our country's API exporters and their foreign counterparts. Although there are hundreds of API export companies in China, apart from North China Pharmaceutical Group, Northeast Pharmaceutical Factory, Ha Pharmaceutical , Zhejiang Hisun Pharmaceutical Group Co., Ltd. and Zhuhai Federal Pharmaceutical Co., Ltd., the vast majority of domestic exporters of APIs are generally small in size. Therefore, the rankings of Chinese API manufacturers are far behind.

At present, the international API market can be broadly divided into two categories: 'small molecule drug' (ie, chemical synthetic drug) and 'macromolecular drug' (ie, proteinaceous drug). Statistics show that in 2016, the top 15 best-selling About half of the drug list is for macromolecular drugs, while the sales of chemosynthetic drugs shrink in the largest list of best-selling drugs. This new trend shows that in the next few years, proteinaceous drugs will become the international pharmaceutical market On the advantages of varieties, especially in anti-tumor, anti-rheumatoid arthritis and the like disease Therapeutic drugs in the monoclonal antibody will prevail, because these drugs have precise targeting.

Undoubtedly, our country still lags behind the western developed countries led by the United States in the development of innovative drugs, especially macromolecular drugs, and our major raw material drug products exported are generic drugs. In fact, there are innovative drugs in our country, Artemisinin and a few other products rarely recognized by the developed countries.In fact, most of our export raw materials for high-yield, low value-added generic products such as penicillin salt, erythromycin, cephalosporins antibiotics; VC and VE, etc. Classic antipyretic and analgesic drugs such as paracetamol and aspirin, organic acids such as citric acid, etc. The above chemical synthesis of APIs, including fermentation products, constitute the main part of China's export of APIs over the years. Because Europe and the United States implement strict environmental protection law, and these raw material drug products have environmental pollution problems, the developed countries to give up the production of bulk raw material medicine.In my opinion, this is China's chemical synthesis of raw materials in the international market, the root cause of the best-selling.

A report released by consultancy Technavio revealed that the global API market had a total sales of $ 145.21 billion in 2016. The report predicts that the market will reach $ 159.5 billion by 2021, representing a net increase of $ 54.74 billion. Although the International Half of the top 15 best-selling medicines in the pharmaceutical market are protein / peptide drugs such as monoclonal antibodies, but data show that chemosynthetic drugs still account for 75.15% of all varieties in the international API market in 2016. This shows that chemical Synthetic drugs are still huge market demand.Even in the protein-based drug sales increased year by year anti- Tumor Among the pharmaceutical products, chemical synthetic anticancer drugs still have a decent market. Technavio predicts that the global chemical synthetic drug market will increase to 174.2 billion U.S. dollars or more by 2021. The market compound growth rate is 6-7% , Slightly higher than the average annual growth rate of the international pharmaceutical market. The United States has been the world's largest pharmaceutical market for more than half a century. Even in 2016, the U.S. pharmaceutical market still accounts for 41.02 of the world's pharmaceutical market %, Much higher than the EU or Japan's pharmaceutical market sales.

What is the future trend of the international API market? Analysts at Technavio Consulting reached the following conclusions after making a big data analysis:

1. The level of aging in all countries is on the rise, and the incidence of aging-related chronic diseases is also on the rise.

2. The incidence of cancer in the world are on the rise.

3. API synthesis technology continues to progress.

4. Common name drugs (generic drugs) in the pharmaceutical market in developed countries continue to increase their share.

5. Elderly population has gradually become the main drug consumption.

6. New drug development procedures continue to be simplified.

7. The increase in the production of bio-engineering drugs and the declining sales price have promoted the sales of protein drugs.

1. Many governments have strengthened their drug production and management system.

2. Developed countries and some developing country governments to implement more and more stringent price control measures.

These unfavorable factors may drag the 'hind legs' of the international pharmaceutical market.

To sum up, the main export products of Chinese API manufacturers so far are still mainly bulk products, but it turns out that the above API pharmaceutical products are already saturated in the international market and the possibility of substantial growth is unlikely. Drug companies such as doxorubicin and epirubicin and other API products in the international market is in short supply, indicating that there is a huge demand for anti-tumor drugs in foreign countries and great room for growth. China's anti-tumor drug export advantages of paclitaxel products And semi-synthetic paclitaxel, camptothecin, Curcuma oil and Brucea javanica extract and podophyllotoxin natural anti-cancer drug products, which are very popular in the international market buyers.

In addition, the non-caloric natural sweetener is another active pharmaceutical product that is well received in the international market, for example, stevioside (stevioside), mogroside and glycyrrhizin are in short supply in the international market, with stevioside at 3 Years ago, the export amount has exceeded 1 billion U.S. dollars and the demand for non-calorie natural sweeteners in western countries is still rising rapidly, so the future of natural sweeteners is expected to become a new bright spot in the export of APIs in China.