Chan Ye Xin Xi Wang·2026-01-13 01:11Core Viewpoint - Erythropoietin (EPO) is a glycoprotein hormone crucial for red blood cell production, primarily secreted by the kidneys, with significant implications for treating various types of anemia, particularly in chronic kidney disease (CKD) patients [1][2][4]. Group 1: EPO Drug Overview - EPO is essential for stimulating red blood cell production and regulating oxygen supply in the body, with applications in treating renal anemia, chemotherapy-related anemia, anemia in premature infants, and perioperative red blood cell mobilization [4][5]. - The global prevalence of CKD has significantly increased, with 156 million cases reported in China in 2023, up from 75.42 million in 1990, highlighting the growing public health challenge [6][7]. Group 2: Market Dynamics - The Chinese EPO drug market is projected to decline from 30 billion yuan in 2024 to 31 billion yuan in 2025, before recovering to 37 billion yuan by 2030, with a compound annual growth rate (CAGR) of 3.6% from 2025 to 2030 [7][9]. - Economic factors and healthcare limitations have resulted in unmet needs for renal anemia and other related conditions, suggesting a rising demand for EPO as healthcare access improves [9]. Group 3: Competitive Landscape - The EPO market in China is concentrated, with the top three companies holding 56.1% market share in 2024, led by Sangamo Therapeutics with over 30% market share, followed by Kexing Pharmaceutical at 16.7% [10]. - As of 2025, there are 79 EPO products approved in China, with significant competition among domestic companies, although many remain focused on first-generation EPO products rather than advancing to second-generation long-acting formulations [10].