艾昆纬-超越PBS_探索澳大利亚私人药品市场（英）-2025_10页_1mb

Non-PBS Prescription Sales Growth in Australia

• Market Dynamics: Non-PBS prescription sales in Australia have significantly increased, accounting for 15% of the total retail prescription market in 2024 (up from 9% in 2019). Pre-PBS sales grew from 1% in 2019 to 1.4% in 2024. Despite this growth, PBS remains the dominant funding source (85% share in 2024).

• Drivers: Anti-obesity medications (AOM) and medicinal cannabis are key contributors to non-PBS sales growth.

• ATC Class Contributions:

  • ATC A (Alimentary tract & metabolism): Dominates non-PBS sales at 33%, with a 39% CAGR, driven by AOM like Wegovy and Mounjaro.
  • ATC G (Genito-urinary & sex hormones): Accounts for 16% of the market, including Hormone Replacement Therapy (HRT) and oral contraceptives. Expected decline due to recent PBS listings.
  • ATC N (Nervous system): Represents 15% of non-PBS sales, with 14% CAGR driven by treatments for mental health disorders.

Changing Patient Behaviour and Ecosystems

• Patients are increasingly opting for private/non-PBS funding for lifestyle-associated conditions (e.g., obesity, skin conditions).
• Primary care is evolving with expanded pharmacist prescribing, improving access but fragmenting traditional models.
• New health ecosystems (e.g., Eucalyptus, Wesfarmers, and Woolworths) offer telehealth and self-funded access, further driving private market growth.

Opportunities and Challenges

• For Pharmaceutical Companies: Innovation in access programs and collaborations with pharmacists are crucial to navigate funding barriers.
• Market Transformation: The rapid shift toward private spending necessitates agility and adaptability in responding to evolving primary care dynamics.

Sources:

• IQVIA Point-of-Dispensing data.
• Dynamic primary care and payer landscape in Australia.