[Transfer] AIDS Pharmaceutical Market is 38 billion US dollars worldwide and less than 400 million in China

[Transfer] AIDS Pharmaceutical Market: Global scale 38 billion US dollars, less than 400 million domestic in China

Source: amino observation/Fang Taozhi

On August 22, Geely announced that AIDS therapy drug Lenacapavir had successfully approved listing in the European Union, which attracted market attention.

AIDS is the enemy of human life and cannot be cured so far. Fortunately, patients can now better control the condition through antiviral drugs and gradually "chronic diseases".

But it is troubled by the patients that the frequency of the existing AIDS drugs is too high and the compliance is not good.

Based on this background, the emergence of a long -acting drug will undoubtedly make people invigorate. This is why Lenacapavir attracts market attention:

Lenacapavir only needs to be injected twice a year.

For AIDS patients, Lenacapavir is undoubtedly a new choice; for pharmaceutical companies, Lenacapavir may bring considerable returns.

In theory, AIDS patients need to take medication for life. The medication cycle is long and the frequency is not low. Therefore, the global AIDS therapy drug market is considerable, reaching $ 38 billion in 2021. Therefore, AIDS drugs have always been a place for soldiers of overseas pharmaceutical companies.

However, domestic in China is quite opposite. In 2021, the domestic AIDS drug market was less than 400 million U.S. dollars, and there were very few enlisted people, which was slightly deserted.

what about this?

/ 01 /

The global market size is 38 billion US dollars, less than 400 million US dollars in China

Globally, AIDS is a type of disease we have to pay attention to.

Because HIV is a virus that destroys the immune system, it is likely to cause patients to infect other diseases and cause serious consequences. At present, AIDS is still unable to cure.

We can only block HIV replication through anti -reverse virus therapy to control the patient's virus load, reduce damage and spread risk.

Before the emergence of cure drugs, AIDS patients are inevitable for life. Although there are relatively many antiviral therapy, there are obvious shortcomings: short intervals, the longest is only weekly service.

For many patients, it is extremely difficult to take medicine on time in a year. Once the drug is discontinued or missed drugs, it will cause the AIDS disease to deteriorate; and long -term medication may also cause problems such as drug resistance and liver damage.

But even so, the size of the AIDS market is still not small. As mentioned above, the global market size reached $ 38 billion in 2021.

The core reason is two aspects: First, the scale of the patient group is large. In 2021, 41.3 million patients with AIDS patients around the world; second, the medication cycle was long and the frequency was high.

Go back to China. The scale of the group of AIDS patients in my country is also small. It was 1.5 million in 2021, accounting for 3.6%of the scale of global patients.

However, in 2021, the domestic AIDS therapy drug market was only 393 million US dollars, accounting for 1%of the global market scale, which was far less than the proportion of patients.

Obviously, the size of the domestic AIDS treatment drug market has not kept up with the "rhythm".

/ 02 /

Free medicine+generic drugs, the truth of the market "lack"

The size of the domestic AIDS treatment drug market is small, which is determined by the national conditions. Overall, there are two reasons:

The first is that most of the domestic AIDS therapy drugs have passed the patent period, facing fierce pressure on the competition of fierce generic drugs, and the price is limited.

As shown in the figure below, most AIDS therapy drugs in my country are ancient varieties listed 20 years ago.

The second is the use of free drugs in China. "Collection" and medical insurance negotiations are dominated by any AIDS drug R & D enterprise, which further leads to the noble bargaining space for AIDS therapy drugs.

For example, after Chengdu Bette Pharmaceutical Innovation Pharmaceutical Fogaofovir two pyrarodidine tablets were approved for listing in 2016, the monthly treatment costs were only 40 yuan.

The overseas AIDS innovative drugs have abundant autonomous pricing power, which is very different from that of domestic AIDS drugs.

Of course, free medicines are older, and domestic patients can also choose to use better drugs at their own expense. But a realistic problem is that the provinces with the largest number of people in AIDS infection in my country are mainly regions with relatively backward economic development, and patients have limited payment ability.

Therefore, even if the innovative AIDS drugs have come out, the patient's payment ability is not enough. According to the Burning Consultation Report, the market size of the national free drugs accounts for about 74%of my country's overall anti -HIV virus drug market.

This has also further led to the limited scale of domestic AIDS therapy drug markets.

/ 03 /

The enthusiasm of pharmaceutical companies has begun to improve. Who can bring better treatment options?

Old medicine does not make money, no one bought the new medicine. In this case, the imagination space of AIDS drugs is naturally limited, and it is difficult to attract more players to lay out.

Unlike the research and development of overseas AIDS drugs in full swing, the research and development of domestic AIDS drugs seems a bit deserted.

So far, there are only three AIDS innovation medicines developed by my country, namely Aibo Weikang, Edi Pharmaceuticals, Embnid, and Azfdin of the real creature.

If compared with overseas drugs, the three products are difficult to say. However, from the perspective of medication intervals, the longest frequency of drugs for the three domestic drugs also takes once a week, which is far from overseas long -effect therapy.

Obviously, domestic patients also need more effective therapy.What is looking forward to is that the future may usher in a turnaround.At present, the buying order of AIDS drugs is being purchased from a concentrated nation -to -nation -to -free treatment+medical insurance payment+self -financed market.

For example, in 2021, AIDS, AIDS, AIDS, Enovolin tablets, Bikhnbino, Gramov Dingda Laov film was included in medical insurance.Coupled with the improvement of the economic level, the payment capacity of domestic patients will also increase accordingly.

For pharmaceutical companies, more attempts are made in the field of AIDS, while bringing better choices to patients, it may also bring unexpected gains to themselves.Looking forward to more domestic innovative pharmaceutical companies enter the bureau.

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