Multinational pharmaceutical companies in 2017 | Innovative drugs assists, tilt the Chinese market

Pharmaceutical Network March 2 hearing due to China's reform policies in 2017 favorable new drug research and development and the market, multinational pharmaceutical companies on the Chinese market more and more inclined to anti-cancer drugs, antiviral drugs such as hepatitis C, HIV, rare drugs to speed up Declared in the Chinese market.

As of February 8, the reporter incomplete statistics, a total of more than 15 pharmaceutical companies released 2017 earnings, total revenue of nearly 500 billion US dollars, on the average, revenue, net profit, research and development investment are both Growth, but compared to previous years, the growth rate of multinational pharmaceutical companies basically missed the double-digit growth rate of revenue growth.

In the case of a large number of patent cliffs coming in, the innovation and marketing of innovative drugs have contributed more and more to the business revenue in the past two years.In addition to the large-scale mergers and acquisitions, the listing of innovative drugs on the serious diseases and research and development pipeline, Pharmaceutical companies revenue and net profit driven at a glance.

Because of it medical instruments And health care business blessing and the successful acquisition of love can Tailong, Johnson firmly established the world's revenue leader, for five consecutive years annual revenue of more than 700 billion US dollars; Roche, Novartis and Merck, in research and development investment is still disdainful; Xavier's repair Merlot (adalimumab) remains the highest-paid drug and has been the global drug king for six years in a row, contributing 18.427 billion U.S. dollars in 2017, an increase of 14.6% over the 16.078 billion U.S. dollars in 2016, reaching over 20 billion U.S. dollars. The remaining Giant rely on anti-cancer drugs, rare diseases, immune drugs and other innovative drugs to boost growth.

According to EvaluatePharma "2018 Preview" forecast data, 2018 worldwide drug The top three sales were AbbVie ($ 20.2 billion), Lenalidomide (9.02 billion) and Amgen / Pfizer ($ 7.03 billion); in addition to this , The new drug representative Keytruda in the past two years has also been successfully listed.

As the Chinese market has become the engine of growth for major pharmaceutical companies, the trend of becoming an engine of growth is becoming more and more pronounced. As Chinese regulators publish their reform policies in 2017 and strongly favor the development and listing of new drugs, multinational pharmaceutical companies are increasingly inclined to the Chinese market. Cancer drugs, antiviral drugs such as hepatitis C, HIV, rare diseases have accelerated the application of drugs in the Chinese market and listing.

In 2017, Johnson & Johnson's three major business segments of prescription drugs, medical devices and consumer products contributed sales of 36.26 billion, 26.59 billion and 13.6 billion respectively, the highest growth from prescription drugs.8% In June 2017, Johnson & Johnson acquired the rare disease of 30 billion US dollars Elcoteq, the drug company, received a portfolio of pharmaceuticals for the treatment of pulmonary hypertension such as Tracleer, Opsumit and Uptravi, etc. According to the 2016 Actoclon Earnings, annual sales of the above three drugs were 1.02 billion, 8.31 billion and 245 million respectively , With a total sales of 4.12 billion Swiss francs .Certetail 2017 contributed 4.2% to Johnson & Johnson's global business growth.

'Due to the strong performance of the pharmaceutical business, we continue to accelerate our business growth by continuing to invest in acquisitions, innovations and strategic partners,' said Alex Gorsky, Johnson & Johnson's chairman and chief executive officer.

Johnson & Johnson's veteran drug Remicade (Infliximab) has seen a decline in sales of competing products to the market, but the immunosuppressive drugs Stelara (anti-nosocomium), HIV drug Rivarivirin, multiple myelomabs Darzalex, Imbruvica Nigeria) contributed more than double-digit growth.

Last year, Roche and Pfizer have both revenues of more than 50 billion U.S. dollars in 2017. Roche ranked second with 5,399 million Swiss francs and 5% growth, with a total of 41.22 billion Swiss francs in the pharmaceutical industry and 12.079 billion Swiss francs in the diagnostic business.

Two of Roche's new drugs, Ocrevus and Hemlibra, went public in 2017, along with a number of expanded indications of existing drugs; the top three trump brands are still strong, with rituximab, trastuzumab and bevacizumab Respectively, contributed 7.338 billion, 7.014 billion and 6.688 billion Swiss francs respectively.

Roche's growth is even more noticeable with four innovative drugs: Ocrevus for multiple sclerosis (869 million Swiss francs), Tecentriq (+ 209%) for breast cancer, Perjecta (+ 19%) for breast cancer and Alecensa (+101 %) On the performance boost.

Severin Schwan, CEO of Roche Group, said: "Roche Pharmaceuticals achieved strong growth driven by the newly marketed drugs in 2017. It is particularly gratifying that the successful IPO of Ocrevus and Hemlibra and the new indications of Perceta, Tecentriq and Alecensa Batch

Benefiting from previous acquisitions of pharmaceutical companies such as Anacor and Medivation, Pfizer achieved net profit growth of nearly 200% in 2017, but revenue of 52.546 billion U.S. dollars declined slightly compared to 2016.

Pfizer's top earnings contribution of $ 6,601 million from Pneumonia Vaccine 13, Pfizer's report, indicated that the main drivers of growth were innovative drugs Breast Cancer Ibrance (+ 46%), Eliquis (+ 47%), Xeljanz (+45 %), And the above drugs are still many years of patent protection period.

Pfizer chairman and chief executive officer, said: "2017 is a year of strong growth for Pfizer. Although core medical services are affected by unfavorable factors such as the spin-off of Hirschbreit's infusion solution and the expiration of patent related products, Strong revenue growth. '

Novartis received $ 33 billion (+ 1%) in innovative drugs in 2017, $ 10.1 billion (-1%) in generics Sandoz and $ 6 billion (+ 4%) in ophthalmic Alcon. The Chinese market rose 13% to Its highest growth in emerging markets.

Novartis relies on Cosentyx, a psoriasis drug, for sales of $ 2.1 billion (+ 84%) in 2017 and $ 507 million for Nogent Tropsch, offsetting the adverse effect of the expiry of Gleevec patents; the largest oncology segment contributed 122.74 Billions of dollars, sales increased 10%.

The most eye-catching Novartis 2017 is FDA approval of the world's first CAR-T cell therapy Kymriah marketed for the treatment of recurrent or refractory children, adolescent B-cell acute lymphoblastic leukemia, priced in the United States at $ 475,000 / time Treatment, the amazing price is expected to Novartis one of the largest market expectations.

In 2017, the global drug king throne still belongs to the revision of Merlot. According to the report of Aibiwei, its turnover for the whole year was 28.216 billion U.S. dollars, of which Merlot's income was 18.427 billion U.S. dollars, surpassing 2016's 160.78 billion U.S. dollars, which is already from 2012 After taking the wave of Liwei, repair Merlot reelected six years 'global drug king'.

Repair America music in the United States in 2017 the growth rate of 18.5%, the global market growth rate of 14.6%, then the 8.5% increase in 2018 exceeded 200 billion USdons just around the corner.

'The sales of the champion of Merlot have come from a wide range of applications in 14 indications worldwide, and Medicare has given varying degrees of support in the Americas, Europe and many other Asian countries and regions.' 'Previously, In an interview with 21st Century Business Herald, the reporter said: 'The quality and efficacy of the product itself must be excellent, with the support and feedback of real data.'

Although "the Chinese market is the most important growth engine and has more commitment to the Chinese market and patients," it has been talked about by many major pharmaceutical companies many years ago. However, in the past year, China medicine (600056, stock it) changes in the market so that each tilt reached a new height.

AstraZeneca's 2017 annual results show that its annual revenue was 22.465 billion U.S. dollars, down 2% on a year-on-year basis. Due to expiration of patents and generic drugs, the U.S. and European markets recorded revenues of 6.169 billion U.S. dollars and 4.753 billion U.S. dollars respectively, down 16% And 6% respectively. The performance of AstraZeneca is mainly driven by emerging markets, especially China. In 2017, China's revenue was 2.955 billion U.S. dollars, up 12%.

According to the IMS data, the global compound annual growth rate of anticancer drugs in 2010-2014 is 6.5%, of which the emerging market with China as the leader has a compound annual growth rate of 15.5%; in 2014, the global market for antitumor drugs is 100 billion U.S. dollars; in 2020, Increased to 150 billion US dollars, compound growth rate of 6%.

China's targeted antineoplastic drugs have been increasing their market share in cancer treatment. In 2014, the sales of targeted drugs reached 11.444 billion yuan, up 34.35% from 8.518 billion yuan in 2013 and the compound annual growth rate was as high as 30.97% from 2008 to 2014. .

In addition to market growth, policy reforms are the most urgent chase for multinational pharmaceutical companies.

In May 2017, AstraZeneca announced the launch of the third-generation targeted lung cancer drug Tarceva in China. Since its declaration in August last year and approval in March this year, Telstar has been granted as an imported innovative drug in just seven months Approved by the State Food and Drug Administration (CFDA), this has been the fastest in the past five years. "At the time, Huang Bin, vice president of AstraZeneca China, in an interview with 21st Century Business Herald said: 'The rapid approval has both internal and external Big factors: the internal causes are very good Teresa, industry, academia highly recognized; external cause of lung cancer is China's largest cancer, has a huge clinical needs.

Benefiting from the approval of policy reforms and market demand, Teresa became the fastest-approved cancer targeting drug in the CFDA and CFDA accelerated the approval of new drugs throughout the year, encouraging drug innovation and clinical trials, and participating in global drug development Industrial chain policy Dongfeng, like Teresa examples continue to appear in the market.

June 19, 2017, CFDA and International People Drug registration The ICH also announced that the formal approval of the CFDA by ICH as a member means that Chinese drug regulators, the pharmaceutical industry and R & D institutions will gradually translate and implement the highest international technical standards and guidelines and participate in the formulation of rules to promote international innovation Drugs to enter the Chinese market as soon as possible.

In addition to China's domestic R & D strength of new drugs and the improvement of the ecological chain of medicine, to join the ICH industry believes that foreign-funded pharmaceutical companies in China is a great positive, Cinda Bio-Pharmaceutical Chief Operating Officer Zhou Qinwei 21st of economic reporter previously said that as a result of policy changes, Pharmaceutical companies will also change their timing strategy in the listed regions. 'In the past, due to the time-consuming and time-consuming listing in China, even though the Chinese market is large and often ranked in the last declared country, the listing strategy will change rapidly. '

'The higher the degree of internationalization, the faster the product access.' R & D personnel of a multinational pharmaceutical company that 'the current research and development capabilities Qicheng more than 30% in foreign companies, 30% in the country, the domestic policy will make these 30% rapid development of cross-border enterprise In order to stay ahead of the curve, R & D may choose more areas of expertise, rather than the current full product line, but for the Chinese market will become more and more focused.