跨国罕见病药企退出中国，有患者几年吃了100万

Core Viewpoint - Recordati's subsidiary in China, Ruikangdi, has officially filed for deregistration and will completely exit the Chinese market, ceasing all business activities and supply of rare disease medications, including the only oral drug for Cushing's syndrome, Osilodrostat [1][2] Group 1: Company Actions - Ruikangdi announced the completion of its liquidation process on December 11, 2025, and will terminate all operations shortly [1] - The exit will result in the discontinuation of several rare disease drugs, including Osilodrostat, which was only recently commercialized in China [1][2] - Recordati had high expectations for Osilodrostat's sales in China, where it was priced at approximately 8,000 yuan per box, with an average annual treatment cost of around 200,000 yuan [1] Group 2: Market Challenges - The failure to include Osilodrostat in the national medical insurance directory has been cited as a significant factor in Ruikangdi's decision to exit [3][4] - The market for rare disease drugs in China faces challenges such as high development costs, limited patient populations, and reliance on multi-tiered payment systems, which complicate access to these medications [2][3] - The number of patients purchasing Osilodrostat in domestic pharmacies is estimated to be around 50, highlighting the limited market penetration [2] Group 3: Industry Trends - Ruikangdi's exit reflects a broader trend of multinational pharmaceutical companies reassessing their strategies in the Chinese market, with several companies restructuring or divesting their operations [4][6] - The exit of Ruikangdi and other companies may lead to increased opportunities for domestic pharmaceutical firms and could drive innovation and upgrades within the local industry [6]