These varieties in the cardiovascular drug market will become the main force

Cardiovascular disease (CVD) is a disease caused by heart and vascular diseases, including coronary heart disease (heart disease), cerebrovascular disease (stroke), elevated blood pressure (hypertension), peripheral artery disease, rheumatism Heart disease, congenital heart disease and heart failure. According to statistics from the World Health Organization (WHO), ischemic heart disease and stroke are the top two leading causes of death in the world. Among them, cardiovascular disease has become a major public health problem facing the world.

It is worth noting that with the continuous increase of cardiovascular disease patients, the cardiovascular drug market has also begun to continue to grow. According to a forecast data released by GlobalData, the total sales of cardiovascular disease drugs will increase steadily in the future, from nearly 47 billion in 2018 to more than 70 billion in 2024. The driving force for this growth will mainly include two anticoagulant drugs (Bristol-Myers Squibb’s Eliquis [Apixaban] and Johnson & Johnson/Bayer’s Xarelto [Rivaroxaban]) and an anti-heart failure drug (Novartis’ Entresto [sacubitril / Valsartan]), and two pulmonary hypertension drugs (Johnson & Johnson’s Uptravi [selexipag] and Opsumit [macitentan]).

By 2024, these five drugs are expected to account for nearly 50% of the cardiovascular market, and only Eliquis and Xarelto may account for 36%. It is understood that Apixaban (Apixaban, trade name Eliquis) is an oral selective activation factor Xa inhibitor. Developed jointly by BMS and Pfizer, it is mainly used for adult patients undergoing elective hip or knee replacement surgery to prevent venous thromboembolism (VTE). The drug's sales in 2016 were US$3.343 billion, and its sales in 2017 reached US$7.395 billion. It is a very popular cardiovascular drug.

Xarelto [rivaroxaban, rivaroxaban] is a highly effective FXa inhibitor jointly developed by Bayer and Johnson & Johnson for the prevention of venous thromboembolism (VTE) after hip or knee replacement. Very good in vivo activity and bioavailability. On October 1, 2008, it was approved for marketing in Canada and the European Union. In March 2009, it was approved by the State Drug Administration for listing. It was approved by the FDA on July 1, 2011, and PMDA on January 18, 2012. On July 1, 2011, it was approved by the FDA for listing in the United States. In 2017, Xarelto's sales reached 6.59 billion US dollars, and it is the best-selling cardiovascular drug after Eliquis in sales.

At present, in addition to the above companies, there are actually more and more domestic and foreign pharmaceutical companies that are increasing their deployment in the field of cardiovascular drugs. For example, from April 1, 2020, AstraZeneca announced that it will formally merge the two major therapeutic areas of cardiovascular and diabetes into the cardiovascular and diabetes metabolism business department. Zhu Tong, the current head of the cardiovascular business department, will serve as the new integrated business. Head of Department. In October, BMS announced that it would acquire MyoKardia for USD 13.1 billion (USD 225 per share) in cash, setting a record for the size of the acquisition of a clinical-stage pharmaceutical company at that time. Public information shows that MyoKardia is a pharmaceutical company known for developing heart disease drugs. After the announcement of the BMS acquisition, MyoKardia's share price soared 58.5%.

In addition to foreign pharmaceutical companies, domestic pharmaceutical companies are also "sharpening their swords" to the market. In September last year, Huadong Medicine issued an announcement stating that the company’s wholly-owned subsidiary Sino-American Huadong and its related party Penglai Nuokang signed a technology transfer agreement. Sino-American Huadong obtained Penglai Nuokang’s Adenosine by cash of 50 million yuan and a sales share. Ownership of the two products, injection and adenosine injection (for diagnosis), and all rights related to the production approval. In addition, for many years, Yangtze River Pharmaceutical has also continued to increase the development of new products in the field of cardiovascular diseases. Based on the original layout of cardiovascular products, it has successively launched Cossel Express (PTCA balloon), Youchang Fondaparinux sodium, etc. New product.

In general, although the current market in the field of cardiovascular diseases is relatively mature and fiercely competitive, the number of patients with cardiovascular diseases has increased sharply, and most of the cardiovascular diseases cannot be completely cured and require continuous medication. Unmet demand and huge market development space. Therefore, the industry believes that pharmaceutical companies and drug developers still have huge opportunities to use innovative and ideal disease modification therapies to enter this potentially profitable large market.