21亿脑卒中市场迎来新玩家！江苏联环等12家药企打响依达拉奉右莰醇首仿争夺战

Core Insights - Jiangsu Lianhuan Pharmaceutical has submitted a listing application for the generic drug "Edaravone and Right-Butanol Injection Solution," which has been accepted by the National Medical Products Administration (NMPA) [1][2] - This submission follows a failed application by Shanghai Kaibao Xinyi Pharmaceutical on November 14, 2025, indicating a competitive landscape for this drug [1][5] - The original drug, developed by Shensheng Pharmaceutical, was approved in July 2020 and has shown significant market performance, with sales reaching 1.4 billion yuan in 2021 and over 2.5 billion yuan in 2022 [4] Market Dynamics - The market for Edaravone and Right-Butanol Injection Solution is expected to grow due to the increasing incidence of stroke and an aging population [8] - The original product's inclusion in the national medical insurance directory has improved patient accessibility, laying a foundation for the market expansion of generics [8] - Currently, 12 domestic pharmaceutical companies, including Jiangsu Lianhuan, are competing for the first generic version of this drug, intensifying the competition [5][11] Competitive Landscape - If Jiangsu Lianhuan's application is approved, it may become the first generic producer, potentially reshaping the market dynamics and enhancing its strategic positioning in the generic drug sector [11][12] - The ongoing competition among 12 companies suggests that the market for this 21 billion yuan drug is on the verge of significant transformation [12]