Group 1 - The report highlights that in 2023, the sales of blockbuster drugs accounted for approximately 79.06% of total sales of best-selling drugs, with super blockbuster drugs making up about 37.0% of the total [8][10] - There are 180 products classified as blockbuster drugs, with 11 products achieving annual sales exceeding 10 billion USD [8] - In terms of product distribution, the top five categories by number of blockbuster drugs are anti-tumor drugs (65), neurological drugs (41), anti-infective drugs (41), cardiovascular drugs (28), and endocrine and metabolic drugs (28) [8][10] Group 2 - The report indicates that the chemical pharmaceutical sector recorded a positive return of +1.31%, while the traditional Chinese medicine sector saw a return of +0.51% during the week of August 12 to August 18, 2024 [15] - The report notes that the valuation levels for the chemical pharmaceutical sector were the highest at 62.92 times, followed by biological products at 36.65 times [15] - The report tracks the performance of the medical biology sector, highlighting that the top three performing sub-sectors were in vitro diagnostics (+2.92%), blood products (+2.04%), and chemical preparations (+1.59%) [15] Group 3 - The report discusses the draft guidelines for antitrust in the pharmaceutical sector, which aim to prevent and address monopolistic behaviors, particularly in the complex supply chain of pharmaceuticals [18][20] - The draft includes 55 articles detailing the types of monopolistic behaviors and the principles for enforcement, specifically tailored to the pharmaceutical industry [18] - The establishment of the "Belt and Road Traditional Medicine Innovation Research International Joint Laboratory" is noted, aimed at fostering international collaboration in traditional medicine research [20]
产业经济周观点:全球畅销药榜单评述
Huafu Securities·2024-08-19 08:34