2023-02-21-艾昆纬-2023年全球药物使用情况（英）_62页_5mb

Global Use of Medicines 2023: Outlook to 2027 Summary

The report outlines the projected changes in global medicine spending and usage from 2023 to 2027, influenced by factors such as the COVID-19 pandemic, policy reforms, and regional trends. Key findings include declining spending growth in the U.S. and Europe, increased role of biosimilars, and shifts in patient engagement and healthcare policies.

Global Outlook

• COVID-19 Impact: Reduced global spending and postponed recovery in 2023, with varying rebounds across regions.
• Growth Projections: Overall market growth is expected to decelerate due to policy changes and economic pressures, particularly in developed markets.
• Drivers: Factors include loss of exclusivity for brand drugs, government negotiations (e.g., Inflation Reduction Act in the U.S.), and innovation-focused policies.

Regional Highlights

• United States:

  • Spending growth declining, with net price CAGR dropping from 7.6% to 2.5-5.5% over five years.
  • The Inflation Reduction Act introduces Medicare negotiations, potentially reshaping pharmaceutical markets.
  • Biosimilars and loss of exclusivity are offsetting some spending increases.

• Europe:

  • Major reforms, such as price controls and rebates, aim to control costs, with projections of €17Bn savings.
  • Energy prices and inflation are short-term challenges, while medium-term commitments to net zero emissions affect supply chains.

• China:

  • Market recovery post-COVID-19 is underway, with continued growth from 2024 onward.
  • Focus on innovation and quality healthcare, supported by streamlined regulatory pathways and early reimbursement strategies.

• Japan:

  • Patient visits rebounded post-COVID, with policy reforms shortening launch-to-market timelines.
  • Generic and biosimilar usage is increasing, supporting growth in protected brands.

• Latin America:

  • Spending growth driven by payers and therapeutics like oncology; economic recovery is key for market expansion.

Key Policy Impacts

• Inflation Reduction Act: Creates historic disruptions by allowing Medicare negotiations, potentially lowering patient out-of-pocket costs and incentivizing rebates.
• Loss of Exclusivity (LOE): Biosimilar entries and brand expiries are reshaping spending trends across regions, with significant savings in the U.S. and Europe.

Concluding Thoughts

• Opportunities exist for innovation and improved patient access due to policy changes.
• Africa and Latin America show potential for higher growth, while challenges persist in healthcare inefficiencies and supply chain disruptions.

Sources: IQVIA Institute, national health policies, and regional market analyses.