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出版时间:2014, Dec 9
页数:378
Contents:
Diversified Growth Models in Chinese Pharma Sector 8
Prescription Mix Disparity Poses Opportunities in Key
Therapeutics Categories 9
Shift of Chinese Prescription Mix – Change of Best-selling Drugs 10
Prescription Mix Shifts Towards Clinical Benefits To Drive R&D /
Innovation 11
R&D Focus Case Study – Oncology and Diabetes 12
M&A to Play as New Growth Drivers 13
2015: The Year of Tender 14
Tender Remains Critical for Drug Market Access 14
Tender Progress May Accelerate In 2015 16
New Tender Rules To Focus More On Quality 17
Formulation of Local EDL and Lower-priced Drug List Delayed
the Tender Progress in ‘13/’14 18
Shanghai-HK Connect Opening Up A-share Healthcare Market 19
Valuation Map of Key A-Share Healthcare Stocks 20
Mapping A-share Healthcare Leaders 23
API: Leaders Focus on Scale or High-End Business 24
Chemical Drugs: Likely Leaders Focused on Innovation 25
TCM: Strong Brand Name With Top Players 26
Biologics Leaders: Sector Poised for Sustainable Growth 27
Medical Devices: Favorable Policy Trend 28
Healthcare Services: First-Movers Are Better Positioned 29
Distributors: Top Two Players Dominate the Market 30
High Dividend Yield Stocks 31
mHealth / eHealth: Potentially Game Changer 32
Mapping BAT’s Footprints in mHealth / eHealth Space 32
Online Pharmacy: The Future Hub of Healthcare O2O 34
Online Appointment / Consultation: New Channel for Hospital
Services 36
E-Payment: Connect to Medical Insurance Is The Key 38
Commercial Insurance at the Cusp of Emergence 39
China vs. Global Peers: Single Payer System vs. Multi-Payer
System 39
Opening Up Commercial Insurance To Address Funding Gap 40
Potential Merge of Three Key Medical Insurance Programs 41
Case Study 1: History US Multi-Payer System 42
Case Study 2: History Taiwan Single-Payer System 44
Sector Remains Attractive to VC/PE Capital 46
Section 1: Chinese Pharma Market 48
Global Drug Spending to Reach US$1,100Bn by 2015E 48
Where We Are in the Cycle 50
The Breakdown of the Chinese Pharma Market 52
China vs. Global Peers: R&D Spending Remains Low, But
Ramping Up 53
Tender and Government Regulation Changed Product Life Cycle for Drugs 54
Detailed Analysis of Therapeutic Drugs 56
Identify Category Leaders and Potential Drugs 56
Key Findings from Our Analysis 56
Top 20 Drugs (Generic Name) in China 60
Top 20 Drugs (Trade Name) in China 61
Top Therapeutic Categories 62
Analysis of Anti-Cancer Market (抗癌症市场) 63
Major Types of Cancers in China 63
Anti-Cancer Drug Category Analysis 64
Top-Selling Anti-Cancer Drugs and Leading Manufacturers 67
Top-Selling Anti-Cancer Drugs – Plant Alkaloids (植物碱类) 70
Top-Selling Anti-Cancer Drugs – Antimetabolite (抗代谢类) 71
Top-Selling Anti-Cancer Drugs – Alkylating Agents (Platins) (铂类烷化剂) 72
Top-Selling Anti-Cancer Drugs – Alkylating Agents (Non-Platins)(非铂类烷化剂) 73
Costs of Major Targeted Therapies in China 74
Top-Selling Anti-Cancer Drugs – Targeted Therapy (靶向药物) 75
Top-Selling Anti-Cancer Drugs – Hormone (激素类) 76
Domestic R&D of Cancer Targeted Therapies Focus on TKIs 77
Monoclonal Antibodies (Mabs) Pose New Opportunities 78
Emerging R&D Interest in Monoclonal Antibodies 79
Domestic Biotech Companies Are Eyeing New R&D Targets 80
Deep Dive Into Chinese Cancer Market 81
Analysis of Lung Cancer Market 93
Analysis of Breast Cancer Market 98
Analysis of Colorectal Cancer (CRC) Market 103
Analysis of Liver Cancer Market 106
Analysis of Stomach Cancer Market 107
Analysis of Esophageal Cancer Market 108
Analysis of Cardiovascular Drugs (心血管药) 109
Top-Selling Cardiovascular Drugs – Heart Protection (心脏保护) 112
Top-Selling Cardiovascular Drugs – Anti-hypertensive (抗高血压) 113
Top-Selling Cardiovascular Drugs – Vasodilators (血管扩张) 114
Top-Selling Cardiovascular Drugs – Antihyperlipidemics (降血脂) 115
Deep Dive Into Chinese Dyslipidemia (血脂异常) Market 116
Top-Selling Cardiovascular Drugs – Anti-Angina (心绞痛) 130
Top-Selling Cardiovascular Drugs – Anti-arhythmia (抗心律失常) 131
Analysis of Central Nervous System Drugs (中枢神经系统药) 132
Top-Selling Central Nervous System Drugs – Cerebrovascular(脑血管病用药) 135
Top-Selling Central Nervous System Drugs – Anti-Alzheimer Drugs (阿尔茨海默病药) 136
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