49.3 Billion! China's Top-Selling Innovative Drug Crowned

Deep News12-22 12:27

Data from Pharma Intelligence reveals that from 2016 to the first half of 2025, Pfizer's atorvastatin calcium tablets topped the sales ranking of innovative drugs in China's public medical institutions with cumulative sales reaching 49.27 billion yuan, securing its position as the undisputed "sales champion" of the domestic innovative drug market over the past decade.

**Dominance in the Market** Atorvastatin calcium tablets led the top 10 list of innovative drug sales in China's public medical institutions, with its 49.27 billion yuan in cumulative sales surpassing the second-place budesonide suspension for inhalation (38.245 billion yuan) by 11 billion yuan. Accounting for nearly 15% of the total sales among the top 10 drugs, its market penetration and influence are evident.

From 2016 to 2019, the drug experienced a golden growth period, with annual sales rising steadily from 5.612 billion yuan to 6.854 billion yuan, peaking at 7.405 billion yuan in 2018—the only product in the top 10 to exceed 7 billion yuan in a single year. However, sales dropped to 3.847 billion yuan in 2020 due to China's volume-based procurement policy. Despite this, demand remained strong, stabilizing between 4.3–4.4 billion yuan annually from 2021 to 2024. In the first half of 2025, sales reached 2.375 billion yuan, with full-year projections estimating over 4.1 billion yuan, demonstrating its resilience post-policy adjustments.

**Factors Behind the Success** Atorvastatin calcium tablets' dominance is no accident. As a leading statin for lipid management, its success is built on China's vast cardiovascular disease patient base. The *2023 Report on Cardiovascular Health and Diseases in China* estimates over 330 million patients, with dyslipidemia—a key risk factor for atherosclerotic cardiovascular disease (ASCVD)—affecting 35.6% of adults. The chronic nature of hyperlipidemia ensures long-term demand, sustaining the drug's market performance.

However, challenges loom. New lipid-lowering therapies like PCSK9 inhibitors and small nucleic acid drugs, with superior efficacy and dosing convenience, may gradually erode atorvastatin's market share.

**Market Landscape Insights** The top 10 innovative drugs span six therapeutic areas: cardiovascular, respiratory, anti-infective, diabetes, oncology, and hematology. Cardiovascular and metabolic drugs dominate, occupying six spots with cumulative sales of 200.179 billion yuan (59.9% of the top 10 total). This reflects China's heavy chronic disease burden, where high prevalence and long-term treatment needs drive market expansion.

Notably, foreign pharma giants dominate the list, with Pfizer, AstraZeneca, Sanofi, Bayer, Novo Nordisk, and Roche collectively accounting for 92% of sales (307.055 billion yuan). Their stronghold stems from patent protections, global R&D pipelines, and established marketing strategies. The sole domestic contender, Shenyang Sansheng Pharmaceutical's recombinant human thrombopoietin injection, ranked eighth with 27.212 billion yuan in cumulative sales.

**Policy Impact and Future Trends** 2020–2021 marked a turning point for China's pharmaceutical market. Volume-based procurement slashed prices, exemplified by Bayer's acarbose tablets, which plummeted from 5.113 billion yuan in 2019 to 383 million yuan in H1 2025 amid competition from newer diabetes drugs like GLP-1 agonists.

Looking ahead, oncology and autoimmune therapies are poised to lead the next decade. Breakthroughs in ADC drugs, bispecific antibodies, and cell therapies could redefine cancer treatment, while IL-17 and JAK inhibitors show blockbuster potential in autoimmune diseases. GLP-1 receptor agonists, with multi-benefit profiles in diabetes and weight management, may replicate statins' success.

**Conclusion** Atorvastatin calcium tablets' 49.3-billion-yuan milestone underscores a key industry truth: patient-centric innovation drives enduring market success. As China's pharmaceutical innovation advances, the next decade will likely crown new champions—whether in Alzheimer's breakthroughs, cancer cures, or chronic disease prevention—but only those delivering tangible clinical value will thrive.

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