Domestic pd-1 single anti-market competition is fierce, who can be a big winner

Since June 2018, when the State Drug Administration approved Opdivo (Odivo, U.S.-based Shishi Guibao, "O-drug") to be listed in China, as of March 2020, China has four imported PD-1/PD-L1 single resistance, and four domestic PD-1 single resistance has been approved for listing. In addition, there are many waiting to be approved.And from the current many pharmaceutical companies are still scrambling to develop, declared the trend of listing, PD-1 monoantitor as a broad-spectrum anti-cancer drugs, in the future market demand is still strong, sales prospects are generally optimistic. According to Frost Sullivan's estimates, the global PD1/PDL1 drug market could reach $78.9 billion by 2030 and China's $13.1 billion. It is worth noting that with the expansion of the market, the future of domestic PD-1 single-resistance products will also be extremely fierce competition.So how can pharmaceutical companies capture more market space while ensuring their own profitability and further become the big winners in the market?

price war begins, sales strength isAs a new type of anti-tumor drug, PD-1 mono-resistance has attracted much attention, pharmaceutical companies have laid out research and development. At present, the domestic PD-1 single anti-market wolf smoke four, imports and domestic manufacturers are playing low-cost cards want to occupy the first opportunity.For example, the two internationally renowned PD-1 mono-anti-injections are the Navuliyu single-anti-injections (the trade name Opdivo, known as "O-drug") and the Pabli-Pearl single-anti-injections (the commodity name Keytruda, known as "K-drug"), both of which were approved in China in 2018 and are priced at about half the price in the United States and are priced at almost half the price in the United States.However, compared with foreign pharmaceutical companies, the approval of domestic PD-1 single-resistance listing is to break through the price bottom line. For example, on March 2, 2010, Baiji Shenzhou announced the price of its star product PD-1 drug for Reilly Pearl single anti-injection (commodity name: Bazean) assistance program, according to its plan, Bazean to buy 2 aid 2, and then patients can flexibly choose to buy 2 aid 2 year cycle, or buy 3 aid to one year (no more than 11 courses), until the progress of the disease or the end of the project (whichever is earlier). According to this scheme, this means that patients who are treated with a single anti-injection solution for reilly can receive a full year's treatment for only five courses, at an annual cost of about 106,900 yuan.At present, it seems that pharmaceutical companies in the PD-1 market price war has started, the future competition between enterprises will gradually evolve into a competition of sales strength, who can become a winner, but also to see the pharmaceutical companies later sales strategy, and market planning.

to expand the market size, the diversification of adaptive disorders isIn fact, as a broad-spectrum anti-cancer product, PD-(L)1 monoantial has been highly sought after in the market in recent years, and its unique anti-cancer mechanism, as well as a variety of adaptive disorders are closely related.The approval of adaptive disorders can be said to be the core driving force behind the expansion of the PD-1 market. Opdivo and Keytruda were originally approved for second-line treatment of melanoma, but as clinical trials continue to advance, PD-1 antibodies have been approved more and more adaptive disorders, from small cancer species to large cancer species flyby, currently bladder cancer, rectal cancer, non-small cell lung cancer, head and neck cancer, liver cancer, breast cancer, etc. have been approved, and a number of cancers are used for first-line treatment. In particular, the first line of non-small cell lung cancer was approved, making PD-1 antibodies directly into the super-heavy drugs.From the industry research and development trends, whether it is domestic pharmaceutical companies or foreign manufacturers, are not satisfied with the current approved adaptive diseases, is still vigorously carrying out research. For example, last year, Hengrui Pharmaceuticals applied for Karelli Zhu single-drug liver cancer second-line treatment adaptation, in March this year its listing application progress has become "review completed - pending certification."On April 21, Baiji Shenzhou also announced that the Drug Review Center of the State Drug Administration had accepted a new adaptation application (SNDA) for the treatment of patients with first-line advanced squamous non-small cell lung cancer (NSCLC) with two chemotherapy programs combined with its anti-PD-1 antibody drug, Reilly-Pearl single anti-injection.Overall, it is expected that by the second half of 2020, there will be a number of products, carrying more adaptive diseases approved for the market. (
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