Two American New Guan Oral Popular Popular Popular Pills took $ 14 billion in gold in the first half of the year
Author:Economic Observer Time:2022.07.29
In March of this year, after the test release of the customs of the Gaoqiao Free Trade Zone in Shanghai Waeqiao Bonded Zone, all the import procedures for the import of customs clearance were completed and quickly shipped to the nation's anti -epidemic line. This is the first batch of imported drugs in the country after PaxLovid was included in the latest version of the new crown pneumonia diagnosis and treatment plan.
Author: Qu Yixian
Figure: Tuwa Creative
On July 28, the US pharmaceutical company Pfizer and Meridodon both announced the financial report in the second quarter of this year, and both companies achieved a substantial increase in net profit. Counting the data in the first quarter, Pharma's new crown oral medication Paxlovid's sales in the first half of this year were $ 9.6 billion, and Molnupiravir sold Molnupiravir, Molshadon, sold 4.4 billion US dollars.
Pfizer's financial report shows that PaxLovid's first quarter sales were $ 1.5 billion; sales in the second quarter of this year were $ 8.1 billion, of which the US market contributed $ 4.5 billion.
Merida's financial report shows that Molnupiravir's first quarter sales were US $ 3.247 billion, and sales in the second quarter fell sharply to 1.177 billion U.S. dollars.
Judging from the quarterly performance, Pfizer's PAXLOVID increased rapidly in the second quarter, greatly over the molnupiravir of Molshadong. Pfizer said that since the first quarter of this year, PAXLOVID's prescription in the United States has increased by nearly 5 times, and it has continued to occupy more than 90%of the market share in the US market.
From the perspective of technical routes, Molnupiravir belongs to nucleoside drugs (RDRP inhibitors), and Paxlovid is a 3CL protease inhibitor. The principles of these two types of drugs are to inhibit the replication of viruses, but 3CL is the target of upstream, and RDRP is the target of downstream.
Ding Sheng, director of the Global Health Drug R & D Center (GHDDI), said in an interview with the Economic Observation Network earlier this year that due to the characteristics of target medicine, the efficiency of the development of 3CL protease inhibitors will be better than RDRP inhibitors, and the poison of nucleic acid drugs will be The side effects are very high, the patient's compliance will be relatively low, and doctors are more inclined to do not prescribe medicine. Therefore, Molnupiravir of Merck Dong is not widely used.
In February this year, the State Drug Administration had the conditions to approve the import registration of Pfizer Paxlovid to treat patients with a moderate new type of coronary virus pneumonia with a high -risk factors that are accompanied by intensive progress, such as old age, chronic kidney disease, chronic kidney disease, and chronic kidney diseases, and chronic kidney diseases,, and chronic kidney diseases,, chronic kidney diseases, and diseases, chronic kidney diseases, and diseases, and chronic kidney diseases. Patients with severe high -risk factors such as diabetes, cardiovascular disease, and chronic pulmonary disease.
In March of this year, after the test release of the customs of the Gaoqiao Free Trade Zone in Shanghai Waeqiao Bonded Zone, all the import procedures for the import of customs clearance were completed and quickly shipped to the nation's anti -epidemic line. This is the first batch of imported drugs in the country after PaxLovid was included in the latest version of the new crown pneumonia diagnosis and treatment plan.
It is worth noting that PaxLovid was approved for emergency use authorization on December 22 last year. According to Pfizer's financial report last year, only about a week, PaxLovid's revenue reached $ 76 million.
Regarding PaxLovid's sales expectations this year, Pfizer had previously said that the revenue guidance was $ 22 billion, and said that this was mainly determined based on the number of treatments that have signed contracts and the number of courses for delivery as of the end of January.
At present, 9.6 billion US dollars are less than half of the target of $ 22 billion a year. However, Pfizer also has the new crown vaccine Comingaty. As of July 20, 2022, more than 3.6 billion COMIRNATY vaccines have been distributed to 180 countries and regions.
In the first half of 2022, the total sales of the new crown vaccine COMIRNATY were US $ 22075 billion, a year -on -year increase of 95%, but the sales in the second quarter fell sharply, only 8.848 billion US dollars, mainly due to the decrease in the number of people in the United States.
Pfizer's 2022 sales target set for this new crown vaccine is $ 32 billion, and is currently working hard to expand the use of applicable people in various countries and strengthen needles.
Molnupiravir's Molnupiravir was approved earlier than Paxlovid, Pfizer. The former is the world's first approved oral anti -new coronal virus drug. It was first approved for listing in November 2021 to obtain conditions for the British Drug and Health Products Administration (MHRA). In December 2021, the U.S. Food and Drug Administration (FDA) emergency use authorization and the emergency special case approval of the Ministry of Health and Labor and Ministry of Workers in Japan, suitable for mild to moderate new crown pneumonia (COVID-19), SARS-COV-2 virus virus Direct detection results are positive and potentially intensive (including hospitalization or death) risk factors.
Merhadon said that the expected sales of Molnupiravir this year were $ 50-5.5 billion.
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