Yuekang pharmaceutical entered the anti-ed drug market. With the development of society and the progress of ideas, men's health has been paid more and more attention. ED is also considered as an independent early warning factor of male chronic diseases, which can predict or trigger many chronic diseases. Yuekang pharmaceutical entered the anti-ed drug market.
Yuekang Pharmaceutical entered the anti-ed drug market 1 Another pharmaceutical company entered the anti-ED drug market.
Recently, Yuekang Pharmaceutical Co., Ltd (688658. SH) announced the official launch of its new drug Alex (Edenafil Citrate Tablets), which is also the first domestic innovative drug against ed field 1. 1.
But before that, the market has gathered competition from some pharmaceutical companies.
Before 2065438+July 2004, the domestic anti-ed drug market was dominated by three foreign-funded manufacturers: Pfizer's sildenafil, Bayer's vardenafil and Lilly's tadalafil, which also represented three different PDE-5 inhibitors in the global anti-ED field, each with its own advantages. For example, sildenafil has the longest time to market; For another example, compared with sildenafil and vardenafil, tadalafil is characterized by long-acting effect. After July 2065438+2004, generic drugs related to these three drugs began to be listed in China, and they increased year by year. According to the statistics of Toubao Research Institute, as of May 20, 2020, local pharmaceutical companies in China * * * were approved for sildenafil products 13 and tadalafil products 9.
So many pharmaceutical companies gather on the track, which is related to the market development potential. According to the report of Toubao Research Institute, at present, the actual penetration rate of anti-ED drugs in China market is low, less than 5%, and there is a large room for industry development.
According to the data of China city public hospitals, county public hospitals (referred to as China public medical institutions) and China city entity pharmacies in 2020, the main anti-ed chemicals in China are sildenafil citrate tablets, tadalafil tablets, vardenafil hydrochloride tablets and other products, and the market scale in 2020 is 3.567 billion yuan.
On the other hand, the whole anti-ED drug "involution" is very intense. For example, in hospitals, in order to squeeze into the hospital market, generic drug companies related to tadalafil tablets did not hesitate to cut prices in Guoji. Taking Qilu Pharmaceutical as an example, in the third batch of national centralized procurement, in order to win the bid, the price of generic sildenafil tablets (25mg) dropped to around 2 yuan, with a drop of more than 90%.
In this case, how does Yuekang Pharmaceutical, as a latecomer, break through the market?
Yuekang Pharmaceutical told the First Financial Reporter that in response to the development of Alex, the company will focus on expanding online e-commerce channels.
It is worth mentioning that at present, most of Yuekang Pharmaceutical's income still comes from generic drug business. According to the data of the company's listing prospectus released from June, 5438 to February, 2020, the company's generic drug revenue accounted for more than 90% of its main business income in 20 17-20 19 and the first half of 2020. Under the background that centralized drug collection has become the norm, the company's generic drug business is facing the challenge of profit compression.
Yu Wei, chairman of Yuekang Pharmaceutical Co., said that besides Alex, the company is currently focusing on 1 new drug 13, and a number of heavy products are expected to speed up the listing. In the future, the company will focus on the advantages of cardiovascular and cerebrovascular diseases, anti-tumor and infectious diseases, and actively explore innovative products.
Yuekang pharmaceutical enters the anti-ed drug market 2 With the development of society and the progress of ideas, men's health is paid more and more attention. ED (erectile dysfunction) is considered to be the third biggest killer threatening men's health after cardiovascular and cerebrovascular diseases and cancer. At the same time, ED is also considered as an independent male chronic disease early warning factor, which can predict or trigger a variety of chronic diseases.
The first original new drug (688658) against ED 1. 1 developed by Yuekang Pharmaceutical Group Co., Ltd. SH (hereinafter referred to as Yuekang Pharmaceutical) recently obtained a drug registration certificate. The drug was led by Guo Yinglu, academician of China Academy of Engineering and leader of urology and andrology in China, to guide clinical trials. The marketing of this drug is considered as an important milestone in the field of men's health in China.
18 10/8 18, yuekang pharmaceutical co., ltd held a non-listing conference and sales signing ceremony for Aidina citrate in Guangzhou, Guangdong province. Academician Guo Yinglu fully affirmed the listing of Alice Edenafil Citrate Tablets. He said that the listing of Alex edefenac citrate has made positive contributions to the promotion of men's health and is a great "China innovation".
Full coverage of sales channels
Minenet data show that in 2020, the national retail terminal data of public medical institutions and physical pharmacies show that the main anti-ed chemicals in China are sildenafil citrate tablets, tadalafil tablets, vardenafil hydrochloride tablets and other products, and the market scale in 2020 is 3.567 billion. With people paying more and more attention to ED disease, the market space of this drug is expanding.
Yuekang Pharmaceutical is also constantly increasing the construction of sales channels. At present, the company has made great efforts in four major sales channels: e-commerce channel, OTC market, third terminal and hospital market. In terms of online e-commerce, Yuekang Pharmaceutical has reached cooperation intentions with well-known e-commerce platforms such as JD Health, Ali Health, Meituan and Dangdang Drug Delivery, covering all online sales channels in China. At present, the sales growth of "non-category" products is very fast; In addition, the company continues to expand OTC channels and explore new tracks for new product promotion; In terms of cooperation with distributors, Yuekang Pharmaceutical has reached preliminary cooperation intentions with distributors in more than 20 provinces and cities; In the hospital market, the company will further strengthen academic promotion activities and expand the popularity of the new brand "Alex" among consumers through the recognition of experts and doctors.
At this conference, Yuekang Pharmaceutical reached strategic cooperation with a number of channel providers to lay out the development of the whole industrial chain. At the press conference, * * * signed four rounds, and 60 dealers signed cooperation agreements with Yuekang Pharmaceutical. These include 1 drug network, Ark Jianke, Baidu Health, Ali Health Pharmacy, Dangdang Kuaiyao and other major e-commerce platforms. In terms of offline terminal channels, Yuekang Pharmaceutical has signed cooperation agreements with 60 channel providers including People's Pharmacy and Yifeng Pharmacy. In the future, Yuekang Pharmaceutical will cooperate strategically with more valuable and influential channels to create a new pattern of anti-ED drugs market in China.
Insist on hardcore research and development
China's innovative drugs are in an outbreak period, and Yuekang Pharmaceutical has always insisted on taking research and development as the core and clinical efficacy as the guidance, and actively promoted the development of innovative drugs in China.
Take Alice Edenafil Citrate Tablets as an example. This drug is the first original new drug against ED 1. 1 in China. Compared with other generic drugs, Alice Edenafil Citrate Tablets has more stable compound structure design, higher target binding rate, good safety, quick onset, small dosage and better medication experience. At present, Alex Edenafil citrate tablets have been patented in 22 countries and regions around the world.
At the press conference, Deng Chunhua, chairman of the Andrology Branch of Chinese Medical Association, said that Edenafil citrate tablets had a brand-new chemical structure and unique pharmacokinetics. Clinical research has proved that it has its own clinical characteristics: good safety, high effectiveness and little influence by diet. It is a new weapon to treat diseases in the field of male health. At the same time, he pointed out that ed has become the third killer threatening men's health after cardiovascular and cerebrovascular diseases and cancer, and ED is often an independent early warning factor for other chronic diseases. He called on the whole society to pay attention to men's health and not be afraid of doctors, which is not only beneficial to family health, but also conducive to promoting the development of healthy China.
Yu Weishi, chairman of Yuekang Pharmaceutical, pointed out at the meeting that the birth of Alex Edenafil Citrate was a milestone in the development of Yuekang. In addition, Yuekang is currently focusing on 1 new drugs and 13, and a number of heavy products are expected to accelerate their listing. In the future, Yuekang Pharmaceutical will actively explore innovative products around its advantages in cardiovascular and cerebrovascular diseases, anti-tumor and infectious diseases, and come up with a large number of excellent products to repay patients, investors and society.
Yuekang Pharmaceutical's entry into the anti-ED drug market 3 ED is not only a simple male disease, but also may be accompanied by more health-related problems, becoming a "barometer" of men's overall health status.
ED disorder, also known as erectile dysfunction, is a common male sexual dysfunction and is classified as a chronic disease.
According to the survey data of China White Paper on Men's Physical Health, nearly 20% of men have high erectile dysfunction (ED). However, during the investigation, only 13% of men thought there was erectile dysfunction. At least 20% of men who don't think they have erectile dysfunction have a high degree of erectile dysfunction, which shows that men don't know enough about erectile dysfunction.
Deng Chun, chairman of the andrology branch of Chinese Medical Association and chief physician of urology department of the First Affiliated Hospital of Sun Yat-sen University, told 2 1 Century Business Herald: "According to the report of the World Health Organization, men's health is the third biggest killer threatening men's health after cardiovascular diseases and cancer. As one of the most common diseases in men's health, ED is often the weather vane and barometer of men's overall health. Facing up to men's health, managing men's health well and moving forward the defense line of major chronic diseases are conducive to family health and harmonious social development. "
Deng Chunhua particularly emphasized that it is worthy to face up to that andrology diseases not only have certain privacy characteristics, but also are closely related to great health. The cardiovascular diseases, metabolic diseases and mental diseases mentioned today are actually closely related to the male health of ed.
Moreover, more and more evidence at home and abroad confirms that ED is often the early symptom and indicator of these diseases.
"In other words, from a professional point of view, ED is an independent early warning factor for these chronic diseases. Therefore, based on this feature, there are more and more male health diseases, but we suggest that men with male health problems should not be afraid of seeking medical treatment and should take the initiative to pay attention to their own health. " Deng Chunhua said: "It is not recommended that such patients make self-diagnosis without authorization or rely solely on Baidu for treatment. They must go to a professional hospital at the first visit, and find professionals for systematic evaluation and scientific diagnosis and treatment. This is not only helpful for the diagnosis and treatment of men's health, but also helpful for discovering the big health problems behind it. It can really promote the chronic defense line and achieve the goal of managing men's health, improving great health and promoting family happiness and social harmony. "
Nearly 60% of men are willing to take medicine against ED.
In China, sex has always been a topic that is hard to talk about and dare not discuss openly. Although with the development and progress of the times, more and more men begin to hold a more open attitude towards both sexes, according to statistics, only 20% of men are willing to share their sexual knowledge or experience with friends and family, and the younger generation is relatively unwilling to share gender topics in real life.
However, according to the national health and wellness survey data, the overall prevalence rate of ed among men in China is 40.5%, among men over 40 years old, the prevalence rate of ED is 40%, and among men aged 20-40 years old, the prevalence rate of ED is also about 25%. According to the WHO survey, male diseases are increasing at the rate of 3% every year, and the male health problem has gradually developed into a global health problem.
"What should I do if I find erectile dysfunction?"
"Erectile dysfunction will exist for life? Can it be cured? "
"Only 26 years old, what about erectile dysfunction?"
In order to seek help, many netizens described the erectile dysfunction they encountered personally or those around them on Zhihu. ED disorder has affected people's lives, and it is becoming younger.
In real life, most men say that it is difficult to face erectile dysfunction, and too fast social rhythm and too high mental stress may lead to ED disorder.
The long-term negative feelings of ed in society, such as male erectile dysfunction, commonly known as impotence in the past, have a certain discriminatory meaning, which may lead men to avoid medical treatment and hope for "self-healing" or "remedy", which is also the reason why the medical treatment rate of male ED disorder is not high at present.
But it is worthy of recognition that most men are still willing to find a scientific treatment when they are told that they have erectile dysfunction. According to the survey data of China White Paper on Men's Physical Health, nearly 60% of men expressed their willingness to take drugs to fight erectile dysfunction. Because patients attach great importance to privacy, lack of understanding of ED disorder, and the rate of seeing a doctor is low, most patients with ED in China choose drugs. Oral PDE5i is one of the main methods to treat ED, and retail pharmacies have become the main way to buy drugs for ED patients.
Which anti-ED drug is stronger?
On a global scale, oral PDE5i has become the first-line treatment of anti-ED drugs, with a wide range of applications. According to some research reports, after 2020, with the expiration of tadalafil ED patent and the rapid listing of generic drugs, the market scale of China's anti-ED drug industry will further grow rapidly, and it will approach the level of 10 billion in 2024.
By the first half of 2020, there will be 14 approved sildenafil products and 10 approved tadalafil products in China. With the expiration of some patents on ED drugs, China's ED generic drugs continue to increase, and the demand for anti-ED drugs in China continues to rise, which is in a rapid development stage, but the market penetration rate is only about 4%, which is still far from the penetration rate of developed countries 18%.
In terms of price, domestic drugs continue to highlight the cost-effective advantage. In hospitals, generic drug companies related to tadalafil tablets in the early stage did not hesitate to cut prices in centralized national procurement in order to squeeze into the hospital market. Taking Qilu Pharmaceutical as an example, in the third batch of national centralized procurement, in order to win the bid, the price of generic sildenafil tablets (25mg) dropped to around 2 yuan, with a drop of more than 90%.
Professor Li Ting, director of the Center for Family and Gender Studies of Renmin University of China, pointed out in the process of reading the White Paper on China Men's Physical Health that "the market acceptance of sex products is getting higher and higher, and the original research drugs and domestic drugs are concerned and favored by men, especially the younger generation of men."
This also laid a market foundation for the development of domestic drugs, but Professor Li Ting also pointed out that when men with ed disorder in China use anti-ED drugs, they will be more worried about whether imported drugs are not suitable for Asians. Does this medicine have any side effects? Can long-term use produce drug resistance? Is there any possibility of a cure?
"There is 1 1 phosphodiesterase in various tissues of human body, which is widely distributed and has different physiological functions. However, phosphodiesterase 5 is specifically distributed in the smooth muscle of genital cavernous body, so it may be involved in regulating the erection and weakness of genitals, so the discovery of its characteristics has brought new targets for new drug research and treatment of erectile dysfunction." Xin Zhongcheng, the Second Hospital of Tianjin Medical University, told the reporter.
Talking about the side effects of anti-ED drugs, Xin Zhongcheng explained, "PDE-4 is widely distributed in peripheral blood vessels among the subtypes of PDE5 phosphodiesterase type 5. If PDE-4 is inhibited, it can cause vasodilation and mild blood pressure reduction, which is more obvious in sensitive people, as well as headache, dizziness, nasal congestion and other adverse phenomena. There is also a PDE-6 enzyme, which is distributed in retina. As we all know, when taking Viagra orally, there will be short-term blue vision and visual discrimination disorders, so the selectivity of drugs is very important. "
From "Three Points in the World" to "A Hundred Schools of Thought Contend"
The first pharmaceutical companies that entered the anti-ed drug market in China were all foreign companies, namely Pfizer's Viagra, Lilly's Hillary and Bayer's Aleida.
These three products entered the China market in 2000, 2005 and 2004 respectively. At that time, there was no formal independent research and development of drugs in China. In 20 13, the market share of these three products was 58.8%, 34.6% and 6.6% respectively, which completely showed the pattern of "three points in the world". China started late, so it is difficult to catch up with foreign countries in a short time.
The earliest anti-ED drug was Viagra from Pfizer. At the beginning of research and development, it was not used to treat ed disorder, but to treat cardiovascular diseases, but the final effect was not ideal. However, careful researchers found that the drug actually had side effects on improving sexual life, which prompted Pfizer to continue his research.
From 65438 to 0998, Viagra obtained the listing permission of American government agencies, which caused a sensation all over the world. At this point, many companies have joined the competition.
The former ED drug market was also caught in a storm because of patent problems. Pfizer once fought a lawsuit with domestic pharmaceutical companies for about five years because of the patent problem of Viagra. This victory made domestic manufacturers banned from producing and selling. It was not until the patent protection period of Viagra in China ended in 20 14 that domestic pharmaceutical companies were allowed to produce generic drugs. Then, the sales performance of Jinge launched by Baiyun Mountain in the first year of listing exceeded 400 million, and 20 16 years seized the market share of 17.8%, completely breaking the pattern of foreign pharmaceutical companies sharing three points in the world.
With the entry of domestic pharmaceutical companies, the sales of generic drugs in the industry have far exceeded the original research drugs, and the emergence of generic drugs has met the market demand. The price close to the people and the same curative effect have made generic drug companies develop rapidly.
Yu Wei, chairman of Yuekang Pharmaceutical, told 2 1 Century Business Herald that the company's new drug, Alex (edenafil citrate tablets), was officially launched in June 2022, which is also the first domestic innovative drug against ed in China. In view of the current competitive situation, the market expansion of new varieties will also increase the layout of online channels. Among them, People's Pharmacy, Ali Health Pharmacy, Yifeng Pharmacy and Shuyu Civilian Pharmacy have signed cooperation agreements with Yuekang Pharmaceutical to jointly build online and offline retail channels.
At present, the domestic anti-ED drug market is a red sea. As far as market competition is concerned, anti-ED drugs can be mainly divided into original drug research enterprises and generic drug production enterprises. In terms of production, in recent years, the patents of primary anti-ed drugs have expired one after another, and the number of domestic anti-ED generic drugs has also increased accordingly. But obviously, the price of local original drugs will be lower, and there will be new breakthroughs in the market and the development of market sales channels.
It may also be the development direction of major anti-ED pharmaceutical companies in the future to gradually build a health matrix with domestic original drugs as the core.