493亿！中国市场创新药“销冠”诞生

Core Insights - The article highlights that Pfizer's Atorvastatin Calcium Tablets have achieved a cumulative sales figure of 492.7 billion yuan, making it the top-selling innovative drug in China's public medical institutions over the past decade [1][13][15] - Atorvastatin's market share is approximately 15% of the total sales in the top 10 innovative drugs, significantly surpassing the second-place inhaled Budesonide suspension by 110 billion yuan [2][15] Sales Performance Analysis - From 2016 to 2019, Atorvastatin experienced a golden growth period, with sales increasing from 5.612 billion yuan to 6.854 billion yuan, peaking at 7.405 billion yuan in 2018 [4][17] - In 2020, sales dropped to 3.847 billion yuan due to national procurement policies, but stabilized between 4.3 billion and 4.4 billion yuan from 2021 to 2024, with a forecast of 4.1 billion yuan for 2025 [4][19] - The drug's resilience in the market post-policy adjustments is evident, with 2.375 billion yuan in sales achieved in the first half of 2025 [4][19] Market Dynamics - The success of Atorvastatin is attributed to the large patient base suffering from cardiovascular diseases, which have high incidence and mortality rates, necessitating long-term management [5][18] - The demand for lipid-lowering medications is driven by the rising prevalence of dyslipidemia, with a reported 35.6% prevalence among adults over 18 years old in China [5][18] - The innovative drug market in China is heavily influenced by chronic diseases, with cardiovascular and metabolic drugs dominating the top 10 sales list, accounting for 59.9% of total sales [20][21] Competitive Landscape - The top 10 innovative drugs list is predominantly occupied by foreign pharmaceutical companies, which hold a market share of 92%, showcasing their strong market position due to patent protections and established marketing strategies [22] - The only domestic product in the top 10 is the recombinant human thrombopoietin injection, which has shown significant growth, increasing from 849 million yuan in 2016 to an expected 5.076 billion yuan in 2024 [22] Future Outlook - The article speculates that the next leading drug could emerge from the oncology or autoimmune sectors, with advancements in ADCs, bispecific antibodies, and cell therapies showing promise [24][25] - Chronic disease management, particularly with GLP-1 receptor agonists, is expected to gain traction, potentially replicating or surpassing the market trajectory of Atorvastatin [24][25]