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Why is Lenin so cheap

4hw.com.cn: "I'm not the God of medicine" has pushed the Indian generic medicine to the audience's field of vision, which attracts people's attention. The uproar caused by India's Lenin is still lingering, so why is India's Lenin so cheap?

The prototype of 'Lenin'

"I'm not the God of medicine" in "I'm not the God of medicine" has become a main thread throughout the film, and the prototype of "India's Lenin" which has been focused on too many people is actually the special drug "venat" produced by the famous pharmaceutical group NATCO in India. It is understood that the drug produced by NATCO is almost the same as that of the original research drug Gleevec produced by Novartis. Compared with the 25000 yuan / bottle of Gleevec from Novartis, the generic price of NATCO is only 980 yuan.

It is natural that there will be no sign of monopoly in the business originally from Shanzhai. India's largest pharmaceutical companies, such as sun pharmaceutical, Lupin, glenmark and Cipla, all have imitated similar Gleevec. And it's not only this movie that really makes NATCO hot, but also the lung cancer targeting drugs and liver cancer targeting drugs that the company imitated earlier, such as Iressa and dorgime.

Previously, Germany Bayer developed the cancer patent drug dogimer, but the cost of using the drug is more than $5000 per month, while in 2014, India's per capita national income was only $1570. Therefore, in 2012, the Indian government gave a green light to NATCO and issued the first compulsory drug patent demand certificate for NATCO, allowing NATCO to produce dojme. There is no difference between Iressa and dorgime, which saves that the price of the Indian version of Iressa invested in R & D is only 1 / 8 of that of the original version, which makes Iressa become the darling of generic drugs and one of the main sources of profits for NATCO.

In the red sea of generic drugs, NATCO has become a microcosm of Indian pharmaceutical companies. As of 2015, there are 10500 pharmaceutical units and more than 3000 pharmaceutical enterprises in India, and the share of generic drugs in the pharmaceutical market in India has reached about 70%. India's generic exports are expected to reach $40 billion by 2020.

The magic weapon of 'Shanzhai'

Although NATCO is not one of the top pharmaceutical companies in India, its history may be regarded as a model of the development mode of Indian pharmaceutical companies: defeat the products of western countries due to cheap drugs, and then expand to overseas markets on this basis. Although this "wild" approach has been criticized by the world, the logic of "catching mice is a good cat" has brought considerable profits to India. According to the data, the scale of India's drug market has reached 29.61 billion US dollars in 2017, and it is expected that the annual growth rate of India's drug market will maintain 11.3% in 2011-2020. By 2020, India's drug market is likely to reach US $55 billion.

Sun Pharma, India's largest pharmaceutical company, is a typical example of this adaptation of "bluer than bluer". With the support of policies, sunpharma, the leading company in India, has embarked on the journey of internationalization, but it has chosen not to build factories around the world, but to expand its business territory through mergers and acquisitions.

In 1996, sun pharmaceutical acquired Ahmednagar of knoll, a multinational pharmaceutical company, for the first time, and modified it for approval. A year later, it bought the Caraco pharmaceutical factory in Detroit for another $7.5 million to enter the U.S. market. In March 2015, sun pharmaceutical acquired rambsi laboratory, the merger of the two largest pharmaceutical companies in India was completed, and the largest pharmaceutical company in India was officially launched. To date, sun pharmaceutical has acquired 16 companies.

The reason why India's generic pharmaceutical companies can be based on the world is not only the credit of strategy, but also the guarantee of quality. RedI pharmaceuticals, India's second-largest pharmaceutical company, may be a good example of this. The independent development of influential painkillers is the capital for redI pharmaceutical to settle down in the Indian market. With the support of the Indian government, redI pharmaceutical also began to follow the trend and develop the world's best-selling generic drugs at the first time. In 2001, the Prozac tablet developed by redy company became the first generic drug for the company to enter the U.S. market. The birth of this imitated drug also depends on the market research and development of Reddy in the United States for many years.

Yellow card from the world

It's hard to be successful, but it's hard to be defeated. In May this year, due to quality risks, the State Food and Drug Administration of China announced that the sale of imipenem cilastatin sodium for injection produced by Indian sun pharmaceutical industry would be suspended in China from May 14.

This is not the first time that sunpharma is facing a quality crisis. Late last year, the U.S. Food and Drug Administration (FDA) released a drug recall news, saying sun pharmaceutical voluntarily recalled some products due to microbial contamination. At the end of 2015, the Harold factory of sunpharma had received the FDA's warning letter. Harold factory is the largest sales manufacturer of sunpharma in the United States.

There are more and more yellow card warnings from us and European countries. From the moment Novartis suing the Indian government for plagiarism, the world pharmaceutical factory has been watched by other countries. Since TIWA pharmaceutical recalled nearly 40000 bottles of drugs produced by its Indian supplier emcure in May 2014, six Indian pharmaceutical companies have been blacklisted by FDA.

The Indian government has to fight. In August last year, the Patent Office of India decided to grant Pfizer a patent on Prevenar 13, a lung vaccine, while forbidding other companies to make cheaper copies of the vaccine, and allowing Pfizer to have exclusive sales rights in India until 2026.

In addition, the fierce market competition is also beginning to come. Earlier, the economist reported that the FDA is approving more foreign drugs to the United States at a record speed to reduce the competitiveness of Indian pharmaceutical companies and limit their pricing power. India's generic profits in the latest quarter have fallen by a third from a year ago, and analysts expect Indian generic profits in the us to be cut by about 10% a year.

The path of generic medicine is getting narrower and narrower, and India's pharmaceutical industry is starting to innovate. It is understood that the total annual investment in innovation of the seven laboratories in India is about US $1.5 billion, and the cost of research and development is increasing. India also has a certain foundation in the research and development of innovative drugs. It is understood that 110 drugs developed by India have been approved by the U.S. FDA, including 40 pharmaceutical preparations and 70 APIs, 75 by the European Union, and 100 by other African countries such as South Africa.