nykek5i 发表于 2024-7-25 16:52:11

辉瑞原研缺席,扬子江、人福挑战恒瑞首仿!百亿级赛道硝烟再起?


    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">百亿级的<span style="color: black;">麻木</span><span style="color: black;">止疼</span>药赛道再度<span style="color: black;">显现</span>“三王相争”的局面。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">日前,扬子江药业和宜昌人福药业以仿制3类报产的盐酸艾司氯胺酮注射液,前后脚<span style="color: black;">获准</span>上市并视同过评,用于与镇静<span style="color: black;">麻木</span>药联合诱导和实施全身<span style="color: black;">麻木</span>。早在2019年11月,恒瑞医药便拿下了盐酸艾司氯胺酮注射液的国内首仿,随着扬子江和宜昌人福药业此番赢得入场券,该品种进入“三国杀”时代。</span></span></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/d3990b57c1214035b336ebecfe7a1f0d~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=%2FGeqLX3sR0tMIVZZehEZ5%2BEH3cg%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/f2f00cba37864729848b3c8d76f4d7b4~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=3IFTAel3yeCitcQUI4E6gV%2FixCo%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">盐酸艾司氯胺酮注射液由辉瑞研制<span style="color: black;">研发</span>,是一种快速<span style="color: black;">生效</span>的<span style="color: black;">麻木</span>和<span style="color: black;">止疼</span><span style="color: black;">药品</span>,在手术<span style="color: black;">麻木</span>、急性<span style="color: black;">病痛</span>和慢性<span style="color: black;">病痛</span>管理、ICU镇静<span style="color: black;">止疼</span>等<span style="color: black;">行业</span><span style="color: black;">拥有</span>较好的应用前景。因辉瑞的原研品种未在国内上市,盐酸艾司氯胺酮注射液市场<span style="color: black;">始终</span>由首仿玩家恒瑞医药独家占据。随着扬子江和宜昌人福药业的加入,三大<span style="color: black;">麻木</span><span style="color: black;">止疼</span>药巨头将在这一重磅品种上展开新的较量。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">因<span style="color: black;">制品</span>迭代速度慢,<span style="color: black;">麻木</span><span style="color: black;">止疼</span><span style="color: black;">药品</span><span style="color: black;">一般</span>都有着较长的生命周期,整体市场格局较为稳定。面对手术室内/外需求<span style="color: black;">同期</span>扩张的历史机遇,<span style="color: black;">麻木</span><span style="color: black;">止疼</span><span style="color: black;">药品</span>运用场景广阔,市场想象空间充足。加快跟随仿制重磅品种,积极开辟创新品种维持竞争力,正<span style="color: black;">作为</span>头部企业<span style="color: black;">连续</span><span style="color: black;">提高</span>市占率的不二法门。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">01</strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">市场<span style="color: black;">独霸</span>格局被打破</span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">麻木</span>剂三寡头新较量</span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">氯胺酮是经典的静脉<span style="color: black;">麻木</span><span style="color: black;">药品</span>,由原癫痫<span style="color: black;">药品</span>巨头帕克·戴维斯(Parke-Davis)于1962年<span style="color: black;">首要</span><span style="color: black;">开发</span>,兼具<span style="color: black;">麻木</span>和<span style="color: black;">止疼</span><span style="color: black;">功效</span>,在<span style="color: black;">麻木</span>与重症<span style="color: black;">行业</span>得到广泛应用。值得一提的是,帕克·戴维斯曾是美国历史最悠久、规模最大的制药企业,直到1970年被沃纳·兰伯特(Warner-Lambert)收购。2000年,辉瑞又以900亿美元的天价收购了沃纳·兰伯特。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在将帕克·戴维斯收入囊中后,辉瑞继续<span style="color: black;">研发</span>了氯胺酮的右旋拆分体——右旋氯胺酮,即艾司氯胺酮。<span style="color: black;">做为</span><span style="color: black;">拥有</span><span style="color: black;">止疼</span>和<span style="color: black;">增多</span>剂量<span style="color: black;">导致</span><span style="color: black;">麻木</span><span style="color: black;">功效</span>的手性环己酮衍生物,艾司氯胺酮<span style="color: black;">重点</span><span style="color: black;">经过</span>阻滞N-甲基-D-天冬氨酸(NMDA)受体来发挥<span style="color: black;">止疼</span><span style="color: black;">功效</span>,适用于与<span style="color: black;">助眠</span>药联用诱导和实施全身<span style="color: black;">麻木</span>。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">与氯胺酮相比,艾司氯胺酮<span style="color: black;">拥有</span>效价高、受体亲和力强、神经系统不良反应少的特点,且<span style="color: black;">药品</span>动力学可控,能治疗难治性抑郁症,即使对多种抗抑郁药无效的<span style="color: black;">病人</span><span style="color: black;">亦</span>能从中获益。<span style="color: black;">日前</span>,辉瑞的盐酸艾司氯胺酮注射液已分别在澳大利亚、德国、荷兰等国家上市,商品名为Ketanest S,但尚未引进中国市场。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因为</span>原研药在国内市场的缺席,恒瑞医药的盐酸艾司氯胺酮注射液率先以新3类申报上市,2018年6月获CDE承办,并于两个月后被纳入优先审评审批名单。2019年11月,恒瑞医药的盐酸艾司氯胺酮注射液<span style="color: black;">作为</span>国内首家<span style="color: black;">获准</span>上市,领先原研药填补了国内该<span style="color: black;">行业</span>空白。次年,该药经谈判进入国家<span style="color: black;">医疗保险</span>目录。<span style="color: black;">截止</span>彼时公告,恒瑞医药在该<span style="color: black;">开发</span>项目上已投入<span style="color: black;">开发</span><span style="color: black;">花费</span>约为1951万元。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">米内网数据<span style="color: black;">表示</span>,在中国公立医疗<span style="color: black;">公司</span>终端,2021年盐酸艾司氯胺酮注射液的<span style="color: black;">营销</span>额约为1.7亿元,增长率超过137%;2022年盐酸艾司氯胺酮注射液<span style="color: black;">营销</span>额便突破了2亿元,同比增长18.8%,市场<span style="color: black;">潜能</span>可期。<span style="color: black;">不外</span>,恒瑞医药这一独家大品种<span style="color: black;">火速</span>便遭到了围攻。2022年11月,扬子江药业集团提交了盐酸艾司氯胺酮注射液的3类仿制上市申请,锁定了国产第二家的席位;2023年1月,宜昌人福药业的盐酸艾司氯胺酮注射液申报生产<span style="color: black;">也</span>获CDE受理,紧随其后。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">近年来中国公立医疗<span style="color: black;">公司</span>终端盐酸艾司氯胺酮注射液<span style="color: black;">营销</span><span style="color: black;">状况</span>(单位:万元)</span></span></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/d2c51a07b9dd43348507248329002375~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=IyGU3tu3CCHIkBowfSHumDo%2BLHw%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/1199a8915d3c434e99d03fde21563a37~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=5RYXgY%2BnXQejg4IMSPpPAdU15Rk%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">源自</span>:米内网中国公立医疗<span style="color: black;">公司</span><span style="color: black;">药物</span>终端竞争格局</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">如今,随着后来者在近期相继<span style="color: black;">获准</span>上市,盐酸艾司氯胺酮注射液的“三强争霸战”已然打响。在这一细分赛道上,恒瑞医药<span style="color: black;">已然</span>打好了头阵,随着扬子江药业和宜昌人福药业的加入,在国内巨头<span style="color: black;">持续</span>加持下,该<span style="color: black;">制品</span><span style="color: black;">将来</span>的市场<span style="color: black;">潜能</span>不容<span style="color: black;">忽略</span>。值得一提的是,<span style="color: black;">因为</span>还能<span style="color: black;">经过</span>多重机制发挥抗抑郁<span style="color: black;">功效</span>,艾司氯胺酮的市场增长天花板正在打开。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2023年4月,原西安杨森(现强生创新制药)宣布旗下盐酸艾司氯胺酮鼻喷雾剂(商品名:速开朗)在国内<span style="color: black;">获准</span>上市,用于与口服抗抑郁药联合,缓解伴有急性<span style="color: black;">自s</span>意念或<span style="color: black;">行径</span>的成人抑郁症<span style="color: black;">病人</span>的抑郁症状。公开资料<span style="color: black;">表示</span>,这是西安杨森<span style="color: black;">研发</span>的Spravato(esketamine)鼻喷雾剂,已于2019年在美国<span style="color: black;">获准</span>上市,是30年来美国FDA<span style="color: black;">准许</span>的首款<span style="color: black;">拥有</span>新<span style="color: black;">功效</span>机制的抗抑郁药。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">面对艾司氯胺酮给抑郁症<span style="color: black;">行业</span>带来的革新性治疗,恒瑞医药等一批国内药企<span style="color: black;">亦</span>进行了布局。2021年10月,恒瑞医药<span style="color: black;">起步</span>了一项<span style="color: black;">评定</span>HS-10345(盐酸(R)-氯胺酮鼻喷剂)在难治性抑郁<span style="color: black;">病人</span>的安全性、耐受性和药代动力学特征的Ib期临床<span style="color: black;">实验</span>(登<span style="color: black;">暗号</span>:CTR20212471)。<span style="color: black;">药品</span>临床<span style="color: black;">实验</span>登记和信息公示平台<span style="color: black;">表示</span>,该临床<span style="color: black;">实验</span>已于2022年10月完成。<span style="color: black;">另外</span>,恩华药业、普锐特药业等<span style="color: black;">亦</span>正在开展该品种的临床<span style="color: black;">实验</span>。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">日前</span>,在盐酸艾司氯胺酮注射液这一款<span style="color: black;">潜能</span>品种上,恒瑞医药<span style="color: black;">独霸</span>市场的局面已被扬子江药业和宜昌人福药业打破,<span style="color: black;">麻木</span>剂三大寡头接下来会<span style="color: black;">怎样</span>发力,业界拭目以待。不仅如此,国药集团国瑞药业和成都倍特药业的盐酸艾司氯胺酮注射液<span style="color: black;">亦</span>进入了临床<span style="color: black;">实验</span><span style="color: black;">周期</span>。不难预见,该品种<span style="color: black;">将来</span>的市场竞争将愈发白热化。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">02</strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">创新药<span style="color: black;">开发</span>争抢先机</span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">百亿蓝海谁主沉浮?</span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">神经系统用药<span style="color: black;">重点</span>用于<span style="color: black;">麻木</span>、<span style="color: black;">止疼</span>或治疗神经系统器质性<span style="color: black;">疾患</span>,是<span style="color: black;">全世界</span><span style="color: black;">药物</span>市场的重点细分<span style="color: black;">行业</span>。BioPharma Dive数据<span style="color: black;">表示</span>,预计<span style="color: black;">全世界</span>神经系统用药市场2016-2025年的复合年增长率将达到5.9%,<span style="color: black;">最后</span>达到1290亿美元。而<span style="color: black;">按照</span>米内网统计,在中国三大终端六大市场,近年来神经系统化学药市场规模超过1000亿元,市场份额约10%。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">详细</span>来看,神经系统用药可细分为<span style="color: black;">麻木</span>药、<span style="color: black;">止疼</span>药、抗癫痫药、精神安定药、抗帕金森病药等亚类,其中<span style="color: black;">麻木</span>药、<span style="color: black;">止疼</span>药近年来保持较快增长趋势。据米内网统计,近年来中国公立医疗<span style="color: black;">公司</span>终端化学药<span style="color: black;">麻木</span>剂<span style="color: black;">营销</span>额均超过百亿规模。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">国金证券研报<span style="color: black;">表示</span>,<span style="color: black;">按照</span>临床用途,<span style="color: black;">麻木</span>药<span style="color: black;">重点</span><span style="color: black;">能够</span>分为全身<span style="color: black;">麻木</span>药、局部<span style="color: black;">麻木</span>药和<span style="color: black;">麻木</span>辅助药,<span style="color: black;">区别</span>细<span style="color: black;">归类</span>别<span style="color: black;">麻木</span>药的<span style="color: black;">功效</span>机理、<span style="color: black;">管理</span>壁垒以及相应的竞争格局都有区别。但不难<span style="color: black;">发掘</span>,恒瑞医药、扬子江药业、人福药业、恩华药业、海思科等是<span style="color: black;">麻木</span>镇静药<span style="color: black;">行业</span>的<span style="color: black;">重点</span>玩家,其身影频频出<span style="color: black;">此刻</span>各细<span style="color: black;">归类</span>别<span style="color: black;">麻木</span>药的<span style="color: black;">表率</span>企业中。</span></span></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/e2640018d61c47f6bb7f4f9dfcdbc61b~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=y9HfzGDFp5kVsIlrwsvIEE056IU%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">麻木</span><span style="color: black;">止疼</span>药是恒瑞医药<span style="color: black;">重点</span>聚焦的<span style="color: black;">疾患</span><span style="color: black;">行业</span>之一,2023年该业务为其贡献了37.43亿元的营收,同比增长12.21%,占总营收比重为16.40%。<span style="color: black;">日前</span>,恒瑞医药在吸入式<span style="color: black;">麻木</span>药、肌松药、镇静药这三块重点布局,<span style="color: black;">处在</span>吸入式<span style="color: black;">麻木</span>剂市场领先地位。除了右美托咪定、顺阿曲库铵、七氟烷和布托啡诺等重点仿制<span style="color: black;">药物</span>种外,恒瑞医药的创新药布局正在为其开启第二增长曲线。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2019年12月,恒瑞医药自主<span style="color: black;">开发</span>的、中国首个短效镇静催眠药注射用甲苯磺酸瑞马唑仑<span style="color: black;">获准</span>上市,<span style="color: black;">作为</span>其在神经系统<span style="color: black;">行业</span>的首款1类新药。在中国公立医疗<span style="color: black;">公司</span>终端,注射用甲苯磺酸瑞马唑仑的<span style="color: black;">营销</span>额<span style="color: black;">连续</span>快速增长,2021年突破1亿元,2022年涨至1.6亿元,2023年上半年再度实现同比79%的增长,市场<span style="color: black;">潜能</span>正在爆发。2024年1月,恒瑞医药自主<span style="color: black;">开发</span>的阿片类<span style="color: black;">止疼</span>1类新药富马酸泰吉利定注射液<span style="color: black;">获准</span>上市,正<span style="color: black;">作为</span>其在<span style="color: black;">麻木</span><span style="color: black;">止疼</span>药市场开疆拓土的又一主力军。</span></span></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/ba3c452600fb4c6bb39b440e4010325a~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1722437629&amp;x-signature=qiPsD4uopsuSgbLLyHUFRG8xj5w%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">从<span style="color: black;">麻木</span>用药<span style="color: black;">关联</span>业务收入<span style="color: black;">状况</span>来看,人福医药毋庸置疑在这一细分<span style="color: black;">行业</span>占据主导地位。在2023年,人福医药旗下的宜昌人福药业继续推进多科室临床应用工作,报告期内<span style="color: black;">麻木</span>药<span style="color: black;">制品</span>实现<span style="color: black;">营销</span>收入约67亿元,较上年同期增长约16%,其中非手术科室实现<span style="color: black;">营销</span>收入约20.3亿元,较上年同期增长约39%。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">按照</span>米内网统计,人福医药<span style="color: black;">日前</span>有6款畅销<span style="color: black;">制品</span>在神经系统<span style="color: black;">药品</span>三个亚类市场名列前茅:除了注射用盐酸瑞芬太尼稳坐<span style="color: black;">麻木</span>剂TOP1品牌宝座外,盐酸阿芬太尼注射液的市场份额<span style="color: black;">亦</span>有所上涨;<span style="color: black;">另外</span>,盐酸氢吗啡酮注射液和盐酸纳布啡注射液稳守止痛药TOP5、TOP6品牌,2023年市场份额分别上涨了1.59%和0.64%:1类新药注射用苯磺酸瑞马唑仑排名<span style="color: black;">提升</span>了4位,为精神安定药TOP14品牌,市场份额上涨了0.63%。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">而实现医药<span style="color: black;">商场</span>资产剥离后的恩华药业,其<span style="color: black;">麻木</span>药业务收入贡献<span style="color: black;">亦</span>在逐年凸显。在2023年,恩华药业<span style="color: black;">麻木</span>收入约为27.02亿元,同比增长24.29%,占总收入比重达53.6%。恩华药业由<span style="color: black;">麻木</span>镇静药起步,咪达唑仑、依托咪酯是其两款核心镇静<span style="color: black;">制品</span>。近些年,恩华药业<span style="color: black;">逐步</span>向<span style="color: black;">止疼</span>类<span style="color: black;">麻木</span><span style="color: black;">药物</span>拓展,瑞芬太尼、舒芬太尼、羟考酮、阿芬太尼、富马酸奥赛利定等阿片类<span style="color: black;">药品</span>相继<span style="color: black;">获准</span>上市。<span style="color: black;">因为</span>这类<span style="color: black;">药品</span>受到国家严格<span style="color: black;">管理</span>,<span style="color: black;">拥有</span>较高<span style="color: black;">管理</span>壁垒,恩华药业面对的竞争格局较为友好。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">尽管扬子江药业为非上市<span style="color: black;">机构</span>,外界<span style="color: black;">没法</span><span style="color: black;">认识</span>其<span style="color: black;">详细</span>业绩<span style="color: black;">状况</span>,<span style="color: black;">不外</span>从市场数据不难看出其在<span style="color: black;">麻木</span>药市场的分量。米内网最新数据<span style="color: black;">表示</span>,在2023年Q1-Q3重点省市公立医院终端神经系统<span style="color: black;">药品</span>TOP20品牌中,扬子江药业的地佐辛注射液是<span style="color: black;">独一</span><span style="color: black;">营销</span>额超过10亿元的品牌,继续稳居榜首。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">同期</span>,扬子江药业还<span style="color: black;">经过</span>右美托咪定快速在非<span style="color: black;">管理</span>类重磅<span style="color: black;">麻木</span>镇静<span style="color: black;">制品</span>中占据一席之地。<span style="color: black;">另外</span>,扬子江药业的盐酸达克罗宁胶浆为独家<span style="color: black;">制品</span>,丙泊酚中/长链脂肪乳注射液中标第四批国采。<span style="color: black;">将来</span>,随着依托咪酯乳状注射液等新<span style="color: black;">制品</span><span style="color: black;">持续</span><span style="color: black;">获准</span>,扬子江药业的<span style="color: black;">麻木</span>剂<span style="color: black;">制品</span>线将更加丰富,进一步奠定其龙头地位。</span></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">从市场竞争及<span style="color: black;">将来</span>市场规模来看,<span style="color: black;">麻木</span><span style="color: black;">止疼</span>类<span style="color: black;">药物</span>的市场进入壁垒相对较高,头部药企能否抢得先发<span style="color: black;">优良</span>,是赢得市场份额的关键所在。<span style="color: black;">同期</span>,<span style="color: black;">必须</span>较<span style="color: black;">长期</span>孵化的创新药项目势必会<span style="color: black;">作为</span>药企<span style="color: black;">明显</span>市场重围的重要<span style="color: black;">原因</span>,<span style="color: black;">亦</span>是企业<span style="color: black;">将来</span>实现增长的一大看点。以恒瑞医药、扬子江、人福医药等为<span style="color: black;">表率</span>的<span style="color: black;">麻木</span>剂头部药企,正在驱动这一细分市场格局的加速演变。</span></span></p>




wrjc1hod 发表于 2024-9-27 19:09:23

谢谢、感谢、感恩、辛苦了、有你真好等。

j8typz 发表于 2024-9-28 05:22:17

外贸论坛是我们的,责任是我们的,荣誉是我们的,成就是我们的,辉煌是我们的。

qzmjef 发表于 2024-10-16 21:49:39

我赞同你的看法,你的智慧让人佩服,谢谢分享。

1fy07h 发表于 2024-10-25 01:54:47

期待与你深入交流,共探知识的无穷魅力。

1fy07h 发表于 2024-10-31 10:04:41

交流如星光璀璨,点亮思想夜空。
页: [1]
查看完整版本: 辉瑞原研缺席,扬子江、人福挑战恒瑞首仿!百亿级赛道硝烟再起?