药盒里的潮汐进退：进口原研药高溢价神话崩塌与国产药逆袭

Core Insights - The shift from imported original research drugs to domestic generics and innovative drugs is significant, with the market share of imported original cancer drugs in top-tier hospitals dropping from 68% in 2021 to 34% in 2024, while domestic generics and innovative drugs now account for 66% [1][5][10] - The decline of imported original drugs is attributed to aggressive pricing strategies by multinational pharmaceutical companies and the cost advantages of domestic generics [1][6][10] - Patients are increasingly accepting domestic drugs, with many reporting satisfactory treatment outcomes and reduced financial burdens [4][12] Industry Dynamics - Multinational pharmaceutical companies are accelerating localization efforts, expanding production bases, and upgrading R&D centers to balance cost and innovation [2][13] - The Chinese government's policies, including centralized drug procurement and price negotiations, are effectively reducing drug prices and reshaping the market landscape [10][16] - The acceptance of domestic drugs is growing among patients, driven by improved quality and increased awareness [5][12] Market Trends - The usage of imported original cancer drugs has significantly decreased, with one hospital reporting a drop from over 200 units per month to around 50 units, while the usage of domestic innovative drugs has more than doubled [4][5] - The market for imported original drugs is facing challenges, with a low bid success rate in centralized procurement, leading to many companies withdrawing from public hospital markets [6][10] - The trend of patients preferring cost-effective domestic drugs is supported by studies showing equivalent efficacy and safety compared to original drugs [12][16] Future Outlook - The pharmaceutical industry is expected to continue evolving, with multinational companies adapting their strategies to maintain market presence through innovation and collaboration with local firms [13][14] - The Chinese market is becoming increasingly competitive, with domestic companies focusing on differentiated innovation to capture market share [11][14] - Ongoing reforms in the healthcare system aim to ensure that patients have access to a wider range of affordable and high-quality medications [16]