The allergic season is here again, such drug sales are innovative!The company behind the company suck geometry?

Author:Zhongxin Jingwei Time:2022.09.20

Zhongxin Jingwei, September 20 (Wang Yuling) In the season, allergic rhinitis will set off a wave of discussion on major social platforms. According to the data provided by the health industry data platform, Zhongkang CMH, in the second quarter of 2022, the sales volume of allergies for cenrodizine and deretthe in the country in the country has reached a new high in the past five years.

Allergies have been listed by the World Health Organization as one of the three major diseases in the 21st century. As the main type of allergic rhinitis, as the main type of allergic diseases, according to the "Guidelines for the diagnosis and treatment of allergic rhinitis (2018)", allergic rhinitis (AR) has gradually increased in the past few decades of countries around the world, which affects 10%to 40%of the world.

People allergic people have increased year by year

Ms. Luo, a coordinate Beijing, is a white -collar worker in the city. Every March or April in previous years, she has symptoms of allergies, including sneezing and runny nose. This year, in August and September, it became her "most difficult" season.

In an interview with Zhongxin Jingwei, Ms. Luo said that after the temperature dropped in the morning and evening in Beijing in late August, she began to develop severe allergies. She sneezed from morning to night and her eyes were dry and itching. "My process of the morning every morning is to take allergies first, and then apply eye drops. My eyes are too dry. Sometimes I can't wait to pick out the water." Ms. Luo said.

"After watching the doctor, the doctor basically confirmed as an allergic rhinitis and prescribed me sibirazine tablets. This medicine can be relieved after taking it, but it will still be uncomfortable the next day." Ms. Luo said that allergies are to work. The negative impact of life is very great. Sometimes I can't even look at the computer screen. When the symptoms are severe, she will also consider whether to change the city.

Allergic rhinitis commonly used treatment drugs, etc.

Ms. Luo's experience is not a case. In an interview with the Sino -Singapore Jingwei, the Deputy Director and Chief Physician of the Perverted Reaction Department of the Beijing Electric Power Hospital (specializing in various allergic diseases) Ren Huiligang's consultation in the morning ended many times, and Ren Hori and another physician Sixty or seventy allergic patients were visited in the morning. She told Zhongxin Jingwei that the recent increase in the number of patients with outpatient clinics has increased significantly, and the poor control effect after medication has also increased.

"In the three years since the establishment of the perverted reaction department of our hospital, the outpatient volume of patients with allergies has increased year by year. Last year, it has doubled from the previous year. This year's outpatient volume has increased by 20%from last year. Of course In the increase in the increase of patients, whether the patients have increased year by year, it is still necessary to confirm the survey of epidemic diseases. "Ren Hori said.

Huachuang Securities has released a research report saying that the incidence of allergic diseases has increased year by year with the increase of global environmental pollution and changes in lifestyle and medication methods.

Ren Li Li introduced that from the perspective of allergies and age distribution, the age distribution of allergies is biased towards young and middle -aged people, and there is a tendency to increase the onset of young people.

"If sneezing and runny nose more than a week of spring and autumn, especially patients with extremely itchy eyes must be visited in the perverted reaction department in time." Ren Hori said.

The sales volume of anti -allergic drugs increased by 40% over the same period last year

According to public information, allergic reactions refer to the specific reactions caused by the body's body by the same antigen substance, which are specifically manifested as tissue damage or physiological dysfunction. As the most common type of allergic reactions, allergic rhinitis, also known as allergic rhinitis (AR), is a non -infection of nasal mucosa that is exposed to allergens (allergen) that is exposed to allergens (allergies). Sexual chronic inflammatory diseases.

Setrizine and threes described earlier, as a long -acting antihistamine drug, can relieve symptoms such as nasal itching, sneezing, and hyperthyroidism. Drugs.

According to the CMH data of Zhongkang, during the statistical period of the second quarter of 2017 to 2022, the quarter -bidding of the brand is not distinguished. From April to September each year, there will be a peak of sales.

From the perspective of vertical time, with the second quarter as a reference indicator, Zhongxin Jingwei noticed that the sales volume of Sididizine increased year after year, especially in the second quarter of 2022, and the sales volume in a single quarter reached 54 million yuan, an increase of 17.39%year -on -year, an increase of an increase of 17.39%. The speed is significantly higher than in previous years.

There are also thorie heights with innovative sales. In the second quarter of 2022, the sales volume of deretto reached 398 million yuan in single quarter, an increase of 11.80%year -on -year, and sales reached the highest quarter in the past five years.

Under the new high sales, Sidrizine and deralea is also set with high popularity on social platforms. Some netizens call themselves "Sidrizine" and "deeds of deeds", and they need to rely on the drug to "renew their lives"; some people lament that "the days of relying on chlorine, Montelitzine, and Sidrizine When does it end? "

The two drugs are not occasional. From the perspective of the overall category, according to the data provided by Jingdong Health to Zhongxin Jingwei, the category of anti -allergic drugs including OTC spray, OTC drugs, and prescription drugs increased by about 40%compared with the same period last year in August 2022.

Multiple items have sold more than 100 million sales

For the treatment of allergic diseases, according to the "China Defensive Rhinitis Diagnosis and Treatment Guide (2022, Revised Edition)" (hereinafter referred to as the "Treatment Guide"), allergic rhinitis cannot be completely cured. Ren Liyi said that the treatment of allergic diseases mainly includes three points.

"The first clear allergen, including pet cats, dog dandruff, dust mites, mold, etc., avoid contact with allergies as much as possible, can be relieved and delayed the course of the disease. The symptoms of allergies improve the quality of life. The third desensitization treatment should be applied as soon as possible, but the desensitization does not mean healing. Patients need to avoid contact with allergens as much as possible. "Ren Gori said. Although it cannot be completely cured, according to the "Treatment Guide", drug treatment is still an important prevention strategy for allergic rhinitis (AR). Zhongxin Jingwei noticed that with the gradual increase of allergic people, the anti -allergic drug market has expanded year by year, and many large single products have sold 100 million yuan.

The "Treatment Guide" wrote that AR commonly used therapeutic drugs are divided into first -line medications and second -line medications. The first -line therapy drugs include nasal glucocorticoids (referred to as nasal hormones), second -generation oral and nasal antihistamines, oral white three -three Antidne -derived antagonist; second -line therapy drugs include oral glucocorticoids, oral and nasal hypertrophic membrane stabilizers, nasal decreasing agents, and nasal anti -choline drugs.

According to the data provided by Zhongkang CMH to Zhongxin Jingwei, in response to rhinitis sinusitis, in the terminal of China's retail market, the best -selling drugs in the country are GlaxoSmithk's proparic acid fluidicate nasal spray (2021 sales are 374 million yuan in sales of 374 million yuan , The same), the Budius nasal spray (369 million yuan) of the Mcnell of Sweden, the sugar -acid nose spray (189 million yuan) of the sugar -acid nose spray (189 million), the Chinese medicine group rhinitis (170 million yuan), Di Kang Pharmaceutical Industry Tongqiao rhinitis particles (109 million yuan), the sales of several drugs have increased year after year.

In addition to the conventional first and second -tier drugs in the "Treatment Guide", there are also a number of symptomatic drug sales.

According to Tai Chi Group's half -annual report in 2022, the sales revenue of sinusitis oral solution was 102 million yuan, an increase of 49%year -on -year. According to the research report of open source securities, Tai Chi Group's sinusitis oral liquid has been applied to the clinic as an in -hospital preparation in the 1970s, which can quickly alleviate symptoms such as rhinoplasty and runny nose of acute and chronic sinusitis and allergic rhinitis.

As for the desensitization therapy mentioned earlier, my martial arts representative products that are mainly engaged in allergic diseases and diagnosis are dust mites drops. In 2021, sales reached 796 million yuan. The agent was listed in early 2021. According to the semi -annual report, its sales in the first half of 2022 were 3.86 million yuan.

Guojin Securities said that with clinical education and academic promotion, the market space of desensitization therapy is expected to further improve. As the only domestic and domestically produced unique desensitization drugs in China, the dust mites of martial arts have a strong first -mover advantage.

In addition to the allergic and symptomatic drugs that have been listed and circulated, Zhongxin Jingwei Checked found that the information of national pharmaceutical clinical trial registration and information publicity platform shows that only 59 clinical trials in China are in progress for allergic rhinitis indications. Pharmaceutical companies try to "Nuggets".

According to the half -year report of 2022, Ying Tongxian, which has been treated with allergic rhinitis in Ridge Pharmaceutical, has completed the phase II clinical study of the new drug and is conducting phase III clinical research.

Yuanda Pharmaceutical stated in the semi -annual report that the innovative drug Ryaltris compound nasal spray used in China for seasonal allergic rhinitis (SAR) and nasal conjunctivitis symptoms for the treatment of patients with 12 years and above in China. The first patient was administered.

(For more report clues, please contact Wang Yuling, the author of this article: [email protected]) (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

Editor in charge: Luo Yan

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