Source | Pharmacy (reproduced by Cybertron) Author | Medicine Circle Tao Ge At present, more than 10 multinational pharmaceutical companies have published 21-year financial reports. The author combed the revenue of multinational pharmaceutical companies in China market.
According to the disclosure, the revenues of six multinational pharmaceutical companies in China are as follows: 
Source of data: financial report, vertical and horizontal arrangement of pharmaceutical affairs (billion US dollars)
AstraZeneca’s total revenue in 2021 was USD 37.417 billion (including COVID-19 vaccine), up 41% (38% CER) year-on-year; Total revenue excluding vaccines increased by 26% (CER was 23%) to $33.436 billion, and R&D expenditure was $9.736 billion, an increase of 36%. In the fourth quarter of 2021, the total revenue increased by 62% (63% of CER) to $12.011 billion. AZ expects that the total revenue growth in FY22 will be around 15%, and the core earnings per share will increase by 20%. In 2021, AstraZeneca achieved revenue of US$ 6.011 billion, up 12% year-on-year. China District is one of the important sources of AstraZeneca’s revenue. Due to the pressure of price reduction caused by medical insurance negotiation and centralized purchase, AstraZeneca’s growth in China slowed down in 2021 H2, and Q4′ s revenue decreased by 4% year on year. It is predicted that in 2022, the performance of China District may decline in single digits, mainly due to the continuous influence of centralized purchasing and medical insurance. 
Merck’s revenue in 2021 was US$ 48.704 billion, a year-on-year increase of 17%. Among them, the pharmaceutical business income was 42.754 billion US dollars, up 17% year-on-year; Animal health income was $5.568 billion, up 18% year-on-year. The revenue of K medicine was $17.2 billion, and the cervical cancer vaccine also contributed a lot to the revenue. In addition, the oral COVID-19 drug molnupiravir, which was urgently authorized for use in November last year, sold for 952 million US dollars in more than one month.
Merck China has also become the best performing region in the world in 2021, with a total revenue of US$ 4.262 billion, up 60% year-on-year.
Roche’s total revenue in 2021 was 62.801 billion Swiss francs (about 67.712 billion US dollars, according to the latest 1 Swiss franc = 10786 US dollars), up 9.3% year-on-year. Among them, the pharmaceutical business income was 45.041 billion Swiss francs, up 3.1% year-on-year, and the diagnostic business was 17.760 billion Swiss francs, up 29.5% year-on-year.
China’s pharmaceutical business income in 2021 was 3.276 billion Swiss francs (US$ 3.533 billion), accounting for 7.3% of Roche’s global pharmaceutical business income, up 4% year-on-year; Diagnostic business income was 2.43 billion Swiss francs, up 22% year-on-year.
Tumor sector: Avastin (bevacizumab), Herceptin (trastuzumab) and Rituxan (rituximab), Roche’s "third troika", continue to suffer from the strong impact of biological similar drugs, and their income in 2021 decreased by 38%, 37% and 28% respectively, totaling only 7.749 billion Swiss francs.
Tecentriq(+24%%), kadcyla(+16%) and Alecensa(+18) maintained good growth, which was difficult to offset the decline of established products, and the overall tumor business income still declined by 11%.
Sanofi’s net income in 2021 was 37.761 billion euros (US$ 43 billion), up by 7.1% year-on-year, including 26.970 billion euros (+7.6%) from pharmaceutical business, 6.323 billion euros (+6.8%) from vaccine business and 4.468 billion euros (+4.6%) from consumer health care business.
Sanofi’s pharmaceutical business mainly focuses on immune inflammation, nerves, rare diseases, tumors, and other fields. Dupixent is the core product of Sanofi at present. In 2021, the sales revenue increased by 52.7% year-on-year, and the sales reached 5.249 billion euros.
In June, 2020, it was approved to treat moderate and severe adult atopic dermatitis in China, and it was listed in the 2020 edition of the national medical insurance catalogue. In September, 2021, it was approved to expand the use of atopic dermatitis in adolescents over 12 years old in China.
In 2021, China’s revenue was 2.72 billion euros (US$ 3.098 billion), up by 7.9% year-on-year, mainly due to the growth of Dupixent and the recovery of Plavix from the influence of volume procurement.
Novartis’s net sales revenue in 2021 reached 51.626 billion US dollars, up 6% year-on-year. In 2021, the sales revenue of Novartis’ innovative drug sector was USD 42 billion, up by 8% year-on-year. At present, it is composed of Novartis Cancer and Novartis Pharmaceutical.
At present, the diseases covered by pharmaceutical business units mainly include immunization, blood diseases, skin diseases, ophthalmology, nerves, respiratory diseases, cardiovascular diseases, kidney and metabolic diseases and other mature diseases.
In terms of specific varieties, Cosentyx (Scochizumab) and Entresto (Shakubatrivasartan), a new drug for heart failure, contributed a total of $8.266 billion last year, which is the core drug driving Novartis’ performance growth.
In 2021, the sales revenue in China market was USD 3.052 billion, up by 18% year-on-year, accounting for 6% of Novartis’ total global revenue.
Lilly’s total revenue in 2021 was $28.318 billion, a year-on-year increase of 15%; Among them, China’s revenue was US$ 1.661 billion, up 49% year-on-year, and China’s market revenue in 2020 was US$ 1.117 billion.
Lilly’s current business mainly focuses on four major diseases: diabetes, tumor, immunity and nerve. The diabetes business has always been Lilly’s dominant and focused direction. Eight products, such as Trulicity (dulaglutide), Humulin (recombinant human insulin), Humalog (insulin lispro) and Jardiance (Engelje), generated revenue of $13.188 billion, accounting for 46.6% of the total revenue. Among them, the sales revenue of the fist product GLP-1 receptor agonist Trulicity reached 6.472 billion US dollars in 2021, and continued to maintain a steady and rapid growth of more than 20%.
References: financial reports of various companies; 1 Swiss franc = $1.0786; 1 Euro =1.1389 USD.