知名跨国药企退出中国市场

Core Viewpoint - The company Ruikangdi has officially entered liquidation and will cease all business activities in the Chinese rare disease drug market, marking a substantial exit from this sector [1]. Group 1: Company Overview - Ruikangdi, a subsidiary of the Italian pharmaceutical group Recordati, established its presence in China in 2021, focusing exclusively on the rare disease segment [5]. - The company had three approved rare disease drugs in China: Carbamoyl Glutamic Acid Tablets (Kaba Guo®), Phosphate Ozonoside Tablets (Shiyu San®), and Injection of Hydroxynaphthoic Acid Paretreptide Microspheres (Sainifen®) [1][5]. - Ruikangdi's entry coincided with a period of significant policy support for rare disease medications in China, with seven rare disease drugs included in the national insurance scheme in 2021, resulting in an average price reduction of 65% [5]. Group 2: Product Development and Market Challenges - The company successfully launched three rare disease drugs, with the latest approval for Carbamoyl Glutamic Acid Tablets in June 2023, followed by its market entry in November 2023 [5][6]. - The Phosphate Ozonoside Tablets, a first-in-class drug for Cushing's syndrome, was approved in September 2024, while the Injection of Hydroxynaphthoic Acid Paretreptide Microspheres is expected to be approved in April 2025 [6]. - Despite these advancements, the company faced significant challenges, including limited awareness of rare diseases among patients and doctors, high costs of treatment, and the economic constraints of many patients [10][11]. Group 3: Implications of Exit - The liquidation of Ruikangdi will lead to a gradual cessation of its products in the market, posing a serious challenge for patients requiring ongoing treatment [7]. - The potential for Ruikangdi's approved products to return to the Chinese market through policy channels or other pharmaceutical companies remains a focal point for patients and the industry [7]. - The exit reflects broader trends among multinational pharmaceutical companies in China, indicating a shift in the operational environment after a decade of growth, with several companies reassessing their strategies in response to market pressures [11][12].