According to the past trend, the sales data of the drug hospital market will drop in the fourth quarter of each year, and then in the first quarter of the second year. However, due to the impact of the epidemic in early 2022, the number and frequency of hospital visits have dropped significantly, and drug sales have rebounded under pressure. Despite this, According to the recently updated 2022 Q1 data of the sample hospitals in the PDB comprehensive database, there are still 24 anti-tumor sales exceeding 100 million yuan, reflecting the sales of these drugs. Clinical value and market potential. The TOP20 anti-tumor drugs are shown in Table 1:
Table 1: TOP20 anti-tumor drugs in Q1 of 2022
PDB Drug Comprehensive Database
Patent cliff, though far away
The top three products by sales are bevacizumab injection (679 million yuan), trastuzumab for injection (490 million yuan) and rituximab (385 million yuan) These three mAbs are just the “troika” of Roche, and they are also mAbs with more biosimilars, reflecting that Roche is a multinational drug company The strength of the company in the field of anti-tumor, and as more biosimilar companies participate, it is also expected to bring more patient accessibility and clinical benefits.
Bevacizumab is the first vascular targeting monoclonal antibody, which can specifically bind to VEGF molecules and block its action. The US FDA first approved bevacizumab in 2004 for the treatment of metastatic colorectal cancer and in 2007 for the treatment of advanced non-small cell lung cancer , entered China in 2010.
From the analysis of market share and year-on-year, we can see the unique competitive characteristics of each pharmaceutical company. Qilu Pharmaceutical’s bevacizumab accounted for the highest proportion, exceeding 60%, and the second fastest growth rate was 45%. The subsequent market share is expected to further expand. The strongest dark horse is Innovent, accounting for only 12%, but the growth rate has reached nearly 300%, If this growth rate continues, Innovent’s market share It is expected to quickly exceed 20%. On the other hand, Roche, the original pharmaceutical company, is the only company with negative growth among the current five competing companies, which is -35.85%. The patent cliff, although it is far away, makes medicine people feel gratified.
MAb2 Sales ratio of each company
PDB drug comprehensive database
Rituximab is a human-mouse chimeric monoclonal antibody targeting CD20. CD20 is mainly expressed in pre-B to fully differentiated B lymphocytes, but terminally differentiated plasma cells do not express this molecule, so rituximab Xiximab is primarily used to treat diseases caused by excess B lymphocytes, including lymphoma, chronic lymphocytic leukemia, and certain autoimmune diseases.
As the world’s first marketed anti-tumor monoclonal antibody, more than 20 years later, Rituxan became the first Biosimilars included in the collection. On March 10, the Guangdong Provincial Drug Trading Center carried out the first batch of proposed/alternative results of the Guangdong Alliance Diclofenac and other drugs centralized procurement, Innovent Bio has obtained the qualification to be selected for rituximab, and Roche and Henlius obtained the qualification to be selected.
The market data of rituximab in Q1 2022 is also very representative, The most important thing that cannot be ignored is the rapid progress of Cinda Biology, with a year-on-year increase of 17526.95%, nearly 200 times! This data once again shows that centralized procurement has helped “barefoot” enterprises to promote (a positive meaning), and on the other hand, it also shows that although Rituximab only participates in the 11 provincial alliances in Guangdong, including Guangdong, Henan, Shanxi, Jiangxi, Guangxi, etc., but the market share is also quite large, and it is likely to have a performance boosting effect on other provinces that did not participate in centralized procurement.
Looking back at Roche, its market share is 47.9%, down 16.55% year-on-year, and it is expected to decrease further in the future. Another biosimilar company, Henlius, is still maintaining steady growth, accounting for 47% of the market, up 59% year-on-year, Click here With the growth rate, Henlius’ market share will soon surpass that of the original Roche, and the in-hospital market of rituximab will also be reshuffled.
TuximabThe sales ratio of each company in Q1 in 2022
PDB Drug Comprehensive Database
Anti-tumor field /strong>
Due to the large size of monoclonal antibodies, macromolecular biopharmaceuticals are less prone to off-target effects than smaller molecules. It can effectively activate the immune response of the human body, so it has gradually gained an advantage in drug research and development in recent years.
In addition to the TOP3 anti-tumor drugs, which are all monoclonal antibodies, there are still many monoclonal antibodies in the TOP20 anti-tumor drugs. For example, the 8th place is Pertuzumab (256 million yuan), the 13th place is cetuximab (162 million yuan), the 16th place is camrelizumab for injection (144 million yuan), It shows that the clinical value of anti-tumor monoclonal antibody has also been recognized by doctors and patients.
Pertuzumab is the first monoclonal antibody known as a “HER2 dimerization inhibitor” that binds HER2, Blocks the heterodimerization of HER2 with other HER receptors, thereby slowing tumor growth. Pertuzumab was approved by the US FDA in 2012 for the treatment of HER2-positive metastatic breast cancer and was launched in China in 2018. At present, no biosimilars of Pertuzumab have been approved for marketing in China, and only Roche is an original research company. The Q1 sales in 2022 will be 256 million yuan, a year-on-year increase of 19.23%.
In addition to macromolecular biologics, another major type of anticancer drug is small Molecular chemical drugs, among which are typically represented by tinib.
Tinis are a variety of kinase inhibitors, mainly tyrosine kinase inhibitors ( TKI). TKI is a competitive inhibitor of ATP binding to tyrosine kinase, which can block the activity of tyrosine kinase, thereby inhibiting tumor cell growth and proliferation to apoptosis.
Currently in the hospital market in my country, the first-generation to the latest third-generation surrogate drugs have been widely used in clinical practice, and TOP20 is anti-tumor. Among the medicines, TOP6 osimertinib (313 million yuan), TOP9 lenvatinib (256 million yuan), TOP12 anlotinib (214 million yuan), TOP14 alectinib (154 million yuan) and TOP20 eke Tini (124 million yuan) are all Tini drugs, accounting for 1/4 of the 20 anti-tumor drugs.
Osimertinib is a very effective anti-cancer “magic drug” as a third replacement drug. It is also the fastest anticancer drug in the history of the US FDA, and it took only 2 years from clinical to market. The magic of osimertinib lies in its clinical value.Compared with the first-generation targeted drugs, gefitinib or erlotinib, osimertinib significantly prolonged the progression-free survival time by eight months ( 18.9 vs 10.2 months)! In addition, Osimertinib is designed to break through the blood-brain barrier, which can effectively prevent the risk of progression of brain metastases in patients with EGFR mutations, and has mild side effects. Tini “confessed God”. However, In Q1 2022, osimertinib will grow by -17% year-on-year, may be due to the fierce competition of tinib and the market squeeze of biological drugs against chemical anti-tumor drugs .
strongsummary /span>
The incidence of malignant tumors in China is gradually increasing, and the cost of single tumor treatment is high. Cancer patients often face greater pressure on diagnosis and treatment. In 2022, the sales of anti-tumor treatment categories in Q1 exceeded 10 billion yuan, the highest among all treatment categories. With the increasing investment of domestic pharmaceutical companies in the field of cancer research and developmentPlus, more anti-tumor generic drugs, biosimilar drugs and even innovative drugs are launched. With centralized procurement and national talks to effectively reduce the water content of drugs, patients are expected to use affordable therapeutic drugs, prolong survival time and quality of life, and benefit More patients!
content_title” layout=”responsive” sizes=”(min-width: 320px) 320px, 100vw” src=”https://mmbiz.qpic.cn/mmbiz_jpg/AnRWiconRdafb73C1bqQDg0oPL1L2xKKafwwWWiaVJlGdVglhiabH84qfBed3kbagzNGctUUaE4MSbYI6jx8k1aqg/640″ width=”600″>Recommended reading
For more data insights or public number content cooperation , please contact the medical geography assistant WeChat ID: pharmadl001
width=”600″> >Share Favorite Like < strong>I’m watching
Children only make choices, I want all adults