Universidade Federal De Sao Paulo

☝ 点击上方 一键预约 ☝   最新最热的医药健康新闻政策 前 言 十月中，随着山西省药械集中招标采购中心发布《关于报送第十批国家组织药品集中采购品种需求量的通知》，第十批国采的脚步愈加临近。根据法伯院内渠道数据显示，既往国家九批集采品种已覆盖各类治疗领域，对慢病领域影响较大，仿制药市场占比逐年被压缩。截止到2023年底已执行的前八批带量采购品种与2019年相比销售额下降45%，带动整体院内市场规模的降低。那么，国采药品的院内市场表现如何？受集采影响较大的企业有哪些？相关市场发生了怎样的变化？ 01 历次国家集采药品整体分析 政策演变 | 院内市场表现 截至2024年上半年，国家层面共组织开展了九批药品集中带量采购，前八批在2023年底前已执行，第九批于2024年3月开始执行。几年来，国家集中带量采购执行政策不断优化，不断调整规则以缩小同品种不同企业中选价差（表1）。 表1-国家集采政策演变 数据来源：上海阳光采购网 在历次九批国家集中带量采购中，化学药和生物制剂类共覆盖品种数达374个，除生物制剂只涵盖胰岛素药物外，化学药品适应症涉及范围较广，覆盖从心血管疾病、糖尿病和抗感染药物等常用药物，到精神类疾病、抗肿瘤药物及呼吸系统药物等多种治疗领域。历次集采平均降价幅度从48%到58%不等（图1）。 图1-1-9批国家带量采购品种数量及治疗领域分布 数据来源：上海阳光采购网；法伯研究院统计  四大维度纵览带量采购药品院内市场表现 根据法伯院内渠道数据显示，从院内市场来看，在全国范围集采之前，1-9批集采品种占整体院内市场规模的36.9%。此外，与2019年相比，2023年已执行的1-8批国家集采品种销售额下降44.9%，2023年医疗机构节省医保基金超2,000亿元（图2）。 图2-国家集采药品整体市场变化 数据来源：法伯院内渠道数据 分渠道来看，带量采购的常态化执行对各个院内医疗机构渠道市场均产生较大影响。法伯数据显示，城市医院、县域医院和社区卫生中心渠道集采品种规模降幅均高于45%，而乡镇卫生院渠道的降幅相对较小，这与集采前后的渠道品种平均价格有关（图3）。 图3-1-8批集采品种院内渠道销售额变化 数据来源：法伯院内渠道数据 从治疗领域上看，国家集采品种主要集中在全身用抗感染、消化道和代谢、以及心血管系统用药等领域，根据法伯院内渠道数据显示，2019年这三个领域中VBP品种的销售额在本领域药品总规模中占比达到50%以上。此外，降幅较高的主要有消化代谢和抗肿瘤等领域（图4）。 图4-1-8批集采品种治疗领域分布及市场表现 数据来源：法伯院内渠道数据 分内外资企业来看，聚焦前八批带量采购品种，相较于2019年，2023年外资企业总销售额降低了近60%，五年来贡献占比逐年降低，到2023年降至32.1%（图5）。 图5-1-8批集采品种内外资销售额贡献变化 数据来源：法伯院内渠道数据 02 受集采影响较大企业及市场表现 集采品种数 | 市场表现变化 可以分别从纳入集采的产品数量，以及集采产品市场销售表现两方面，来看国家集采为医药企业的带来的影响。 1-9批集采品种数量较多的企业 从纳入集采品种数量来看，内资企业上海医药集团、齐鲁制药、扬子江和科伦集团均有近100个带量采购品种，其中齐鲁制药中标产品数量最多，达59个。此外，正大天晴、扬子江药业、科伦集团中标产品数均超过40个。外资企业方面，集采产品数最多的是诺华（含山德士等仿制药子公司）、联邦集团和辉瑞集团，而之前辉瑞集团的立普妥（阿托伐他汀）、络活喜（氨氯地平）等多个大品种未中标原研产品已剥离至晖致医药。整体来看，外资企业的中标产品数普遍较少，中标产品数及其在集采产品中占比均较高的是赛诺菲，有6个产品中标，包括波立维（氢氯吡格雷）、安博诺（厄贝沙坦氢氯噻嗪）、乐沙定（奥沙利铂）和胰岛素等产品（图6）。 图6-1-9批集采品种（中标/未中标产品）数量较多的企业 数据来源：上海阳光采购网；法伯院内渠道数据 重点企业因国家集采导致市场表现变化 从集采对企业的市场表现影响看，根据法伯院内渠道数据显示，第1至9批集采产品在2019年份额较高的企业主要有外资企业阿斯利康、拜耳、赛诺菲、辉瑞、晖致、诺和诺德，以及内资企业恒瑞医药、鲁南制药等（表2）。各企业因应对带量采购的策略不同而显示出市场表现的差异，有的企业随着各批次陆续执行，因受影响较大导致销售额及排名发生较大变化；有些企业则市场应对能力较强，通过改变策略来减小带量采购的冲击；还有些企业能够从带量采购中获益。 表2-重点企业市场表现变化-23 vs. 19 （以2019年制药企业全部产品销售额排名） 数据来源：上海阳光采购网；法伯院内渠道数据 从2019到2023年企业销售表现变化来看，多数外资企业带量采购相关产品（原研产品为主）在企业全产品中占比较高，在集采的影响下，随着院内未中标原研产品销量和销售额下降，企业整体销售规模大幅下降，同时排名也相应下降。而有些企业通过创新药和药品升级上市发力，改变创新药和带量采购产品的营销策略，在市场中仍排名前列。以阿斯利康为例，虽然其集采相关产品份额从2019年的75.7%下降至2023年的29.3%，但是其他产品持续增长，如泰瑞沙（奥希替尼）对易瑞沙（吉非替尼，第1批）、信必可都保（布地奈德福莫特罗）对普米克令舒（布地奈德，第5批）的药品升级，抵消了部分带量采购的影响。再如辉瑞，剥离出带量采购大品种如立普妥、络活喜等到晖致经营，企业整体呈现正向增长（表2）。 内资企业方面，如扬子江、恒瑞医药和正大天晴等带量采购产品在企业全产品销售规模中占比较高，无论产品中标数量多少，都会受到带量采购的影响，销售规模和排名均下降，但是因为创新能力较强，在市场中仍保持较高排名。还有一类内资企业是在带量采购政策中获益的，如石药集团、科伦集团和齐鲁制药等，部分仿制产品新上市后集采中标，或中标仿制产品集采前份额相对较低，在集采执行后随着中标产品销量和销售额的大幅升高，带动整个企业的销售额升高。 （来源： 法伯科技Pharbers)  药闻康策 新媒体矩阵微信公众号 点击下方  一键关注 【免责声明】 1.“药闻康策”部分文章信息来源于网络转载是出于传递更多信息之目的，并不意味着赞同其观点或证实其内容的真实性。如对内容有疑议，请及时与我司联系。2.“药闻康策”致力于提供合理、准确、完整的资讯信息，但不保证信息的合理性、准确性和完整性，且不对因信息的不合理、不准确或遗漏导致的任何损失或损害承担责任。3.“药闻康策”所有信息仅供参考，不做任何商业交易或医疗服务的根据，如自行使用“药闻康策”内容发生偏差，我司不承担任何责任，包括但不限于法律责任，赔偿责任。 欢迎转发分享、点赞、点在看

葛兰素史克（GSK）在特拉华州联邦法院对Moderna提起诉讼，声称Moderna的mRNA疫苗组合侵犯了其专利技术。GSK认为，其专利发明为Moderna的mRNA疫苗提供了“基础”，特别是涉及脂质纳米颗粒（LNP）技术，这一技术用于将mRNA递送到细胞内以产生免疫反应。GSK寻求从Moderna数十亿美元的mRNA疫苗销售中获得“合理的版税”。 GSK指出，这些专利是在2015年通过收购诺华疫苗业务的一部分时获得的，其研究团队在2010年提交的专利申请中描述了现在诉讼中所声称的发明，这些发明涉及脂质配方，能够封装编码病毒蛋白免疫原的mRNA分子，提供针对相应病毒的感染保护。 Moderna对此作出回应，表示公司“已知晓诉讼，并将对这些指控进行辩护”。此外，Moderna在2022年和2023年也面临Alnylam对其疫苗专利的诉讼。这起诉讼是Moderna在mRNA疫苗技术专利使用费问题上的最新法律挑战，此前Moderna已与多家实体就此问题发生纠纷，包括美国国立卫生研究院、Arbutu公司以及Alnylam。 资料来源: https://endpts.com/gsk-sues-moderna-over-mrna-vaccine-patents-seeks-reasonable-royalty/ 关于派真生物

HYOGO, Japan--( BUSINESS WIRE )-- JCR Pharmaceuticals Co., Ltd. (TSE: 4552) made significant contributions at the Society for the Study of Inborn Errors of Metabolism (SSIEM) Annual Symposium 2024, held in Porto, Portugal from September 3-6, 2024. We highlighted our proprietary J-Brain Cargo ® technology through two key presentations focused on advanced therapies for lysosomal storage disorders, demonstrating our pioneering role in medical innovation. "In treating lysosomal storage disorders, it's critical to address the neurological symptoms that often accompany these conditions,” said Shin Ashida, Chairman and President of JCR. “Our focus is on developing therapies that meet these unmet medical needs. Clinical data for JR-171 show its potential to be an effective treatment for both the somatic and neurological symptoms associated with mucopolysaccharidosis I (MPS I). Additionally, the preclinical trials in our GM1 gangliosidosis AAV gene therapy development program have demonstrated the potential of combining our J-Brain Cargo ® technology with gene therapy. We will continue to update on the progress of these programs." JCR showcased the following two presentations: JR-171: Mucopolysaccharidosis Type I (MPS I) Poster The following poster presentation provides a case report for four individuals with MPS I who were treated with JR-171: Neurobehavioural and somatic improvements observed in MPS I patients treated with lepunafusp alfa (JR-171): report of four cases (PO-238) Presenter: Ana Maria Martins, M.D., Ph.D. (Federal University of São Paulo, São Paulo, Brazil) This study reports clinical data from four individuals with MPS I in Brazil who were treated intravenously with JR-171 (2 mg/kg weekly, n=2; 4 mg/kg weekly, n=2), focusing on neurobehavioral changes. These individuals with MPS I experienced marked neurobehavioral and somatic improvements, which resulted in tangible, positive changes in their quality of life. These cases illustrate the positive neuropsychiatric and behavioral changes observed during the Phase 1/2 study of JR-171, as well as the drug’s somatic efficacy, and they demonstrate its potential as an effective treatment for the somatic symptoms and neuronopathy found in individuals with MPS I. Further neurocognitive and developmental evaluation is required to consolidate and establish the efficacy of JR-171 for neuronopathic symptoms. GM1 Gangliosidosis Poster This poster presentation was selected as one of the highest-ranked posters. It highlights preclinical data from an adeno-associated virus (AAV) gene therapy in a mice model of GM1 gangliosidosis: Gene therapy for GM1 gangliosidosis mediated by AAV vector carrying BBB-penetrable enzyme (PO-211) Presenter: Saki Matsushima, Ph.D. (Division of Gene Therapy, Research Center for Medical Sciences, The Jikei University School of Medicine, Tokyo, Japan) This study reports preclinical data that demonstrated efficacy of AAV that expresses anti-transferrin receptor-antibody (anti-TfR antibody) fused β-galactosidase (TβGal). AAV was administered intravenously to the GM1 gangliosidosis mouse models. TβGal expressed in the liver was secreted into the blood and efficiently penetrated the central nervous system (CNS) as well as peripheral organs. Substrates in the CNS decreased in a dose-dependent manner. The data also demonstrated efficacy of TβGal in survival, histology, and behavioral evaluations. This therapeutic approach, which is the combination of AAV and anti-TfR antibody fused biotherapeutics, is expected to be applied for the treatment of several hereditary neurological diseases with CNS involvement. Further evaluation is required. About the Society for the Study of Inborn Errors of Metabolism (SSIEM) Established in 1963, the aim of the society is to foster the study of inherited metabolic disorders and related topics. An international annual symposium is held to promote exchange of ideas between professional leaders in different disciplines who are interested in inborn errors of metabolism. Learn more about SSIEM: https://www.ssiem.org/ . About the J-Brain Cargo ® Platform Technology JCR Pharmaceuticals has developed a proprietary blood-brain barrier-penetrating technology J-Brain Cargo ® , to bring biotherapeutics into the central nervous system. The first drug developed based on this technology is IZCARGO ® (INN: pabinafusp alfa) and was approved in Japan for the treatment of a lysosomal storage disorder. About Mucopolysaccharidosis I (Hurler, Hurler-Scheie, Scheie Syndrome) Mucopolysaccharidosis I (MPS I) is an autosomal recessive lysosomal storage disorders (LSDs) caused by a deficiency of α-L-iduronidase, an enzyme that breaks down glycosaminoglycans (mucopolysaccharides) in the body. The current worldwide prevalence of MPS I is estimated to be approximately 3,000-4,000 (according to JCR internal research). MPS I gives rise to a wide range of somatic and neurological symptoms. A major limitation of current ERT is that it does not address central nervous system (CNS) symptoms because of the enzyme’s inability cross the blood-brain barrier (BBB). MPS I is the only LSD in which hematopoietic stem cell transplantation (HSCT) is part of the standard of case for the severe form of the disease. Significant unmet medical need persists in all forms of MPS I. About GM1 Gangliosidosis GM1 gangliosidosis is an autosomal recessive disease caused by pathogenic mutations in the GLB1 gene which results in dysfunction or lack of production of lysosomal enzyme, β-galactosidase, responsible for the breakdown of GM1 gangliosides and other glycolipids. Accumulation of GM1 gangliosides in multiple tissues including the brain leads to severe neurodegeneration and systemic disease manifestations resulting in premature mortality. GM1 gangliosidosis is classified into three forms (Type I to III) based on the age of onset of clinical symptoms. About JR-171 JR-171 is a recombinant fusion protein of an antibody against the human transferrin receptor and α-L-iduronidase, the enzyme that is missing or malfunctioning in patients with MPS I. By crossing the blood brain-barrier (BBB) through transferrin receptor mediated transcytosis it is expected to be effective against central nervous system (CNS) signs and symptoms of the disease thereby addressing a significant unmet need for the treatment of MPS I. JR-171 previously was granted Fast Track designation by the US Food and Drug Administration (FDA). About JCR Pharmaceuticals Co., Ltd. JCR Pharmaceuticals Co., Ltd. (TSE 4552) is a global specialty pharmaceuticals company that is expanding possibilities for people with rare and genetic diseases worldwide. We continue to build upon our 49-year legacy in Japan while expanding our global footprint into the US, Europe, and Latin America. We improve patients’ lives by applying our scientific expertise and unique technologies to research, develop, and deliver next-generation therapies. Our approved products in Japan include therapies for the treatment of growth disorder, MPS II (Hunter syndrome), Fabry disease, acute graft-versus host disease, and renal anemia. Our investigational products in development worldwide are aimed at treating rare diseases including MPS I (Hurler, Hurler-Scheie and Scheie syndrome), MPS II, MPS IIIA and B (Sanfilippo syndrome type A and B), and more. JCR strives to expand the possibilities for patients while accelerating medical advancement at a global level. Our core values – reliability, confidence, and persistence – benefit all our stakeholders, including employees, partners, and patients. For more information, please visit https://www.jcrpharm.co.jp/en/site/en/ . Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking statements that are subject to known and unknown risks and uncertainties, many of which are outside our control. Forward-looking statements often contain words such as “believe,” “estimate,” “anticipate,” “intend,” “plan,” “will,” “would,” “target” and similar references to future periods. All forward-looking statements regarding our plans, outlook, strategy and future business, financial performance and financial condition are based on judgments derived from the information available to us at this time. Factors or events that could cause our actual results to be materially different from those expressed in our forward-looking statements include, but are not limited to, a deterioration of economic conditions, a change in the legal or governmental system, a delay in launching a new product, impact on competitors’ pricing and product strategies, a decline in marketing capabilities relating to our products, manufacturing difficulties or delays, an infringement of our intellectual property rights, an adverse court decision in a significant lawsuit and regulatory actions. This document involves information on pharmaceutical products (including those under development). However, it is not intended for advertising or providing medical advice. Furthermore, it is intended to provide information on our company and businesses and not to solicit investment in securities we issue. Except as required by law, we assume no obligation to update these forward-looking statements publicly or to update the factors that could cause actual results to differ materially, even if new information becomes available in the future.