12 blockbuster drugs to watch in 2017

[industry trends of China Pharmaceutical network] in 2017, FDA approved 46 new drugs, breaking the 66 year old new drug approval record set in 2015 (45) In addition to the newly approved biological products, 2017 is a big harvest year for the pharmaceutical industry Firstword website summarizes and analyzes the important products worthy of attention 1 Dupixent: the potential needs to be explored Experts in the industry believe that dupixent will change the guidelines for the treatment of moderate to severe atopic dermatitis, and will gradually establish a benchmark for future products (competitive products have emerged) Since it was approved for the treatment of specific dermatitis in March 2017, analysts have tracked dupixent's approval of the product by dermatologists in 2017 and analyzed other indications that dupixent may increase in the future In 2017, Zaiyuan and Sanofi released phase III clinical research data of dupixent in the treatment of severe asthma With more and more data, both companies consider dupixent as a "multi-functional product", arousing people's imagination about whether the product can reach the similar commercial height of "drug king" Humira 2 ා hemlibra: reshape the market pattern ා Roche hemlibra of hemophilia A enterprise is used to treat hemophilia A patients who have antibody to factor Ⅷ treatment, and the bispecific antibody hemlibra used once a week also shows the obvious and clinically significant effect of reducing bleeding in the patients with negative factor Ⅷ antibody Roche seems likely to break the pattern of these two markets, especially the former, which reduces the bleeding rate by 87% compared with patients who have not received preventive treatment, bringing new competitive threats to companies such as shire and Novo Nordisk Because hemlibra is more effective and convenient to use Despite some adverse reactions, the market generally forecasts that hemlibra's sales will reach US $2 billion by 2022 3-4 kymriah / yescarta: launch car-t "first battle" indication acute lymphoblastic leukemia enterprise Novartis indication diffuse large B cell lymphoma enterprise Gilead Kymriah of Novartis was approved by FDA in August 2017, becoming a global car-t product for children and adolescents with acute lymphoblastic leukemia who have previously received treatment When Novartis launched kymriah, it promised that if patients did not respond to the treatment after a month, they would not have to pay for it (priced at $475000) Critical period data showed that 83% of 63 evaluable patients achieved complete remission within 3 months Novartis is seeking approval for the drug for indications of diffuse large B-cell lymphoma (DLBCL) If kymriah is approved to treat DLBCL, it will compete with yescarta, which was approved by FDA in October 2017 Yescarta was developed by kit pharmaceuticals, which Gilead acquired for $11.9 billion Kymriah's and yescarta's clinical data look very similar and the efficacy is becoming more and more durable, suggesting that other factors (such as adverse reactions and logistical support) may be critical in achieving business success and competitive momentum It is reported that the competition in car-t market will be a long-term battle 5 Luxturna: the pricing is widely concerned Spark luxturna, an indication retinal dystrophy enterprise, has become the first drug to correct gene defects in the United States, and is a treatment for hereditary retinal dystrophy As a one-time treatment, luxturna's costs are closely watched Spark plans to disclose its pricing strategy in early 2018, with analysts predicting luxturna could cost as much as $1 million In some patients, the drug shows that it can stop disease progression and restore some functional vision Those who respond to the treatment usually show signs of improvement within one month after treatment 6 Ocrevus: strong performance at the beginning of listing Roche ocrevus, an indication multiple sclerosis enterprise, was approved by FDA in March 2017 Its early sales growth is strong, and its annual revenue will be close to the level of "heavy bomb" Compared with the main competitors in the U.S market, ocrevus has been introduced to the market with obvious price discounts, and Roche's pricing strategy is worthy of praise Although the marketing indications are relapse relief and primary progressive MS (approved indications), experts believe that ocrevus can also be used for secondary progressive patients Market participants predict that the sales volume of ocrevus will exceed 4 billion US dollars in 2022 Ozempic: as the pillar of the company in the future, the diabetes enterprise Novo Nordisk has made it clear that ozempic (somaluptide) will become an important product in the next five years or even longer This weekly long-acting GLP-1 agonist will further strengthen Novo Nordisk's leadership in this type of drug based on daily Victoza The company is now moving away from the competitive threat posed by Eli Lilly's trulicity The indication of diabetes may only be the beginning of ozempic The phase III clinical research data of oral dosage form of novo and nordsomarutide (experts in the industry think that it will be a real game changer) will be published in 2018 At that time, the large clinical research project of ozempic in the treatment of obesity will also be launched 8-9 ා rydapt / idhifa: breakthrough in AML treatment The year of 2017 is the breakthrough year of AML treatment For decades, the mainstay of the treatment of this disease has been the hyperadaptive use of cytarabine based chemotherapy regimens and some other cancer therapies In April 2017, Novartis rydapt was approved for use in the treatment of newly treated AML patients with FLT3 gene mutations In August, celgene and idifa of Agios were approved for the treatment of recurrent AML in idh2 mutation patients Product category: in addition to shingrix, GlaxoSmithKline, a herpes zoster vaccine company, has also been approved in recent months as trelegy elipta, a triple compound preparation for COPD treatment These two new products can be used to evaluate the short-term performance of Emma Walmsley, executive director of GSK Shareholders want GSK to revive its pharmaceutical business, but in the short term it may be the vaccine alone that will deliver growth Analysts at Bernstein believe that because the ACIP believes that the effectiveness of shinglix is better than that of Merck & Co.'s Zostavax, this greatly enhances shinglix's business positioning Analysts predict that by 2022, the global sales of shinglix will reach about 1.7 billion US dollars GSK may be able to do better, especially given the recent strengthening of management 11 ා tremfya: the strong challenge of the latecomer The indication psoriasis enterprise Johnson may be considering the competitive threat of two IL-17 inhibitors: Novartis' cosentix and Lilly's taltz Johnson & Johnson successfully accelerated the FDA's approval of tremfya by using a priority review voucher Johnson & Johnson's stellara has become popular with dermatologists, and tremfya further provides better selectivity, because the latter only targets IL-23 receptors, rather than both IL-12 and IL-23, which means lower toxicity In addition, key data show that tremfya is better than Stella's and abbvie's Sumeria Less administration is another advantage of tremfya, but it needs to be overcome that doctors are used to stellara, and cosentix and taltz have different mechanisms of action Still, tremfya has the potential to be a "blockbuster" in this crowded market 12 Zejula: two PARP inhibitors "" indication ovarian cancer enterprise tesaro PARP inhibitors are still a hot topic in 2017 When tesaro's zejula was approved by FDA in March, it set two industry benchmarks: PARP inhibitors that do not need to be tested for related biomarkers when they are used, and PPAR inhibitors that are approved as maintenance treatment for ovarian cancer patients who respond to chemotherapy There are many rumors about tesaro being targeted, but there is no substantive news, and the competition for PARP inhibitors is still fierce Original title: 12 new drugs in 2017