1.8 billion! Ziru Pharmaceuticals Beval Beval Beads single anti-2020 sales are staggering

, according to industry sources, Qilu Pharmaceutical Beval bead single resistance (commodity name: Anda) 2020 sales of about 1.8 billion yuan. In 2019, Roche's original research drug Beva bead monoantigen (commodity name: Aviva) is expected to have sales of more than 3 billion yuan in China in 2019, coupled with the lower price of Qirubevar bead monoantigen, the figure of 1.8 billion has been very alarming, can be said to be the leader in bio-similar drugs.Original research china sales of
more than 3 billion yuanbeva bead monoantitor is the use of recombinant DNA technology prepared by an human-based monoclonal antibody IgG1, by binding to human vascular endoskin growth factor (VEGF), inhibit VEGF and its subject binding, block the signal transmission pathway of angiogenesic, inhibit tumor cell growth. Because of its unique mechanism of action, bevaju single resistance can be combined with chemotherapy drugs to improve efficacy, but also with a variety of molecular targeted drugs, bioimmune drugs combined applications.Developed by Roche, it was first approved by the FDA in 2004, approved in Europe in 2005, listed in China in 2010 for the treatment of metastatic colorectal cancer, the product is called Avistin, and in 2015 was approved by NMPA for the treatment of non-small cell lung cancer. At present, has been approved including colorectal cancer, non-small cell lung cancer, glioblastoma, renal cell carcinoma, cervical cancer, ovarian cancer, fallopian tube cancer, pericellular cancer and other solid tumor adaptation.As one of Roche's top three single-resistance companies, the drug has dominated the sales list for many years, with global sales of US$7.49 billion in 2019, sales of PDB sample hospitals in China of about 1.5 billion yuan, real national sales expected to exceed 3 billion yuan, and the patent protection of Beva Pearl Single Resistance in China expires in 2018.Two biosynthic drugs have beenso far, a total of 2 beval-beaded anti-biosygenic drugs have been marketed.In December 2019, Qilu Pharmaceutical Beval pearl single anti-biosimilar drug was approved for the market, the commodity named Anda, for the treatment of advanced, metastatic or relapsed non-small cell lung cancer, metastatic colorectal cancer patients, became the first approved market of Beval bead single anti-biosimilar drug.In June 2020, Xinda Biobeval Pearl Single Anti-Injection Biosynthic Drug was approved for the market, the commodity named Dayo Tong, becoming the second approved Beval Pearl Single Anti-Biosynthic Drug in China.In addition, six other companies have submitted listing applications. Judging from the time of entry into the CDE Review Center, Hengrui and Green Leaves were submitted as early as April 2020 and are currently in the data-replenishing stage; In addition, there are several pharmaceutical companies in clinical phase III.The price war is fierceat present, in the Chinese market, there are three Beval Pearl single resistance, namely Roche, Qilu and Zinda Bio. The entry of bioso-like drugs is bound to lead to a price war.After the 2017 national health care negotiations, the price fell from the original 5176 yuan / 100mg to 1998 yuan, after which the price slowly declined, in 2018 and 2019 for 1934 yuan / 100 mg, with the price of Qilu reduced prices, the original research price has also been adjusted to 1500 yuan / 100mg, 2020 health care negotiations are successful, the price is currently unknown.Qilu's Beval Pearl single anti-biosygenic drug after the market price of 1266 yuan / 100mg, slowly down to the current 1198 yuan. Zinda's Beval Pearl single anti-listing, the price also followed Qilu, in July in Shaanxi Province, the hanging network price of 1188 yuan / bottle. Biosynthics are basically 80 per cent of the original study price.With the original research, bio-similar drug prices are getting closer and closer, I believe that the future price kill will be more and more intense.Going overseasin addition to selling well at home, domestic beval bead single resistance also began to go overseas. Among them, Thyda and Baiotai are at the forefront. In August 2020, Baotai signed an agreement with Baiji Shenzhou to license BAT1706-related intellectual property rights and its products in China to Baiji Shenzhou for a total down payment and milestone amount of up to US$165 million. In October of the same year, Baotai received a down payment of US$20 million (RMB136 million) from Baiji Shenzhou. In January 2021, Baeote announced that its Beval pearl monobial-like drug (code name: BAT1706) had been accepted for FDA listing in the United States. In January 2020, Thyda authorized Coherus Bioscences to share commercial interests in the United States and Canada. Under the terms of the agreement, the partnership's down payment and milestone payment total $45 million, and Thyda will receive a double-digit percentage sales share. In January 2021, on its second outing, Thysta Bio announced a cooperation agreement with the Indonesian company Etana to grant Etana Dayo exclusive permission in Indonesia. In this partnership, Thyda Bio will receive development and sales milestone payments and a double-digit percentage of net sales credits, the specific financial terms of which have not yet been disclosed. Market potential According to Frost and Sullivan forecast, the market size of Bevalzhu single biosygenic drugs in 2023 will be about 6.4 billion yuan, by 2030 the market size will reach 9.9 billion yuan, 2019E-2023E and 2023E-2030ECAGR are 344% and 6%, respectively. (CPhI Pharmaceuticals Online)