Hengrui Medicine's Class 1 New Drugs Hit The 30 Billion Antithrombotic Drug Market

On April 25, Hengrui announced that its subsidiary Beijing Shengdi Pharmaceutical's class 1 new drug SHR-2004 injection was approved for clinical use, and it is intended to be used for the prevention or treatment of arteriovenous thrombosis. According to data from Minet.com, the sales of terminal antithrombotic drugs in China's public medical institutions will exceed 30 billion yuan in 2020. At present, Hengrui has 3 antithrombotic drugs approved for marketing, among which fondaparinux sodium injection has won the first place. Seven batches of admission tickets are collected.

According to the announcement, SHR-2004 injection is a macromolecular biological preparation, which is intended to be used for the prevention or treatment of arterial and venous thrombosis. Up to now, SHR-2004 injection-related projects have invested about 21.27 million yuan in research and development.

According to the data of Minet.com, in addition to SHR-2004 injection, Hengrui's other class 1 antithrombotic drug SHR2285 tablets has entered the clinical phase I stage. At present, Hengrui's listed antithrombotic drugs include ticlopidine hydrochloride tablets, fondaparinux sodium injection and aspirin dipyridamole sustained-release capsules.

In recent years, driven by the national procurement of stents, the antithrombotic drug market has ushered in a new growth opportunity. According to data from Minet.com, in 2020, the sales of terminal antithrombotic drugs in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as Chinese public medical institutions) exceeded 30 billion yuan. A slight decline, more than 17 billion yuan in the first half of 2021, a year-on-year increase of 13.89%. However, the head market is mainly occupied by overseas companies such as Bayer, Sanofi and Boehringer Ingelheim.

At present, 6 antithrombotic drugs, rivaroxaban tablets, apixaban tablets, dabigatran etexilate capsules, clopidogrel hydrogen sulfate tablets, ticagrelor tablets, and bivalirudin for injection have been included in the collection. Among them, clopidogrel bisulfate tablet is the first antithrombotic drug to be included in the national procurement, and Sanofi, Lepu, Shiyao, Xinlitai and other companies were selected. In the upcoming seventh batch of centralized collection, three anti-thrombotic drugs, fondaparinux sodium injection, tirofiban injection and eptifibatide injection, have been included in the collection scope. Hengrui’s fondaparinux sodium injection Injectables have taken admission.