Health care negotiations close to PD-1 fierce competition Hengrui, Baiji Shenzhou, Junshi... Who are you Pick?

According to the National Drug Administration previously announced the 2020 National Health Insurance Drug Catalog adjustment work programme schedule, November for the health care negotiations and bidding stage, the results of the December health care negotiations will be officially announced.
PD-1 products in this health care negotiations are still a big point of view, in the invisible battlefield has been "smoke filled."
a new round of health care negotiations in that "PD-1" seed players in place at present, a total of 4 domestic PD-1 single resistance, 2 imported PD-1 approved listing.
domestic PD-1 are Junshi's Ripley single resistance (commodity name: Toyi), Xinda's Xindili single resistance (commodity name: Dabershu), Hengrui's Karelli pearl single resistance (commodity name: Erica) ), Baiji Shenzhou's Tyreli Zhu single resistance (commodity name: Bazean); the import listings are Mercadon Paboli Pearl single anti-injection (referred to as K medicine), Navuliyu single anti-injection (O drug).
2019, The non-Hodgkin's lymphoma adaptation to TheIndili mono-anti-dom was successfully admitted to the health care negotiations, becoming the only PD-1 product on the Chinese market.
In September this year, the State Health Insurance Administration issued the 2020 National Health Insurance Drug Catalog Adjustment through the form of examination of the list of declared drugs (public draft), the medical insurance catalog adjustment involving a total of 728 out-of-catalog varieties and 23 catalog varieties, the current review period has passed, enterprises can query their own declaration of drugs in the form of examination results.
review of the list of declared drugs in September, eligible 5: between January 1, 2015 and August 17, 2020, the State Drug Administration approved the listing of new generic drugs, including Navuliyu monoanti-injection, Pabli-Pearl monoantigen injection, Teripuri monoanti-injection, Tyrelli-Pearl monoanti Injection, injection carelli pearl monoanti, eligible 6: Between January 1, 2015 and August 17, 2020, according to the results of clinical trials to the State Drug Administration supplementary application and approval, adaptation, functional treatment and other major changes in drugs, including Navuliyu monoantigen injection, injection Karili pearl monoanti.
As the first PD-1 product to enter the health insurance catalog, Xinda Bio's Xindili single anti-health insurance after the annual cost of only 10.23 million yuan, thanks to the inclusion of the health insurance catalog and price competitive advantage, Xindili single-resistance to achieve rapid release, the first three quarters of this year achieved cumulative sales revenue of more than 1.5 billion yuan.
From the domestic 4 PD-1 sales, Daboshu into health insurance, sales revenue relative to Junshi, Baiji Shenzhou PD-1 (Note: Bazean in March this year officially listed sales) is still considerable, but Hengrui's PD-1 product sales are not small, although Q2 to Q3 sales are not disclosed, but the industry expects Hengrui PD-1 single resistance sales revenue of about 3 billion yuan in the first three quarters.
that the Henri PD-1 product missed an opportunity to enter last year's health insurance catalog because of late approval.
This round of Hengrui quite sincere into the health insurance catalog, in the fourth quarter, Hengrui's Erica launched a "full-year drug cost of 39,600 yuan" big promotion, even if the gift, Erica's annual cost will be about 120,000 yuan, this activity Erica price cut by two-thirds.
also according to Sina Pharmaceuticals understand that Hundreds of Meishi Shiguibao is also in the industry to promote its O drugs into the health insurance catalog.
the "adaptation" preemination battle, in addition to the above-mentioned PD-1 products, the domestic market PD-(L)1 also includes AstraZeneta's Imfinzi (PD-L1) and Roche's Tecentriq (PD-L1).
In addition, Kangfang's Pian Puli single resistance, the reputation of GLS-010 has been listed to declare, Corning Jerry, Keystone Pharmaceuticals, Colum, Fuhong Hanxuan and other enterprises PD-(L)1 is also in the upcoming listing declaration stage.
more than a dozen PD-(L)1s are expected to go on the market over the next two years.
PD-(L)1 market competition is quite fierce, in addition to entering the health insurance directory, price war, layout adaptation has also been the focus of major pharmaceutical companies strategy.
Huaxi Securities Research Institute data show that the current domestic 4 PD-1 products, although Erika, Baizean approved for listing late, but has been approved for 4 and 2 adaptations, Dabershu, Erika, Baizean approved adaptation Both relapses or recurring Hodgkin's lymphoma, mainly for melanoma, O and K drugs have been approved 4 and 6 adaptive drugs, respectively, and in the advanced non-small cell lung cancer, head and neck squamous cell carcinoma and other large tumors have occupied the first advantage.
source: In last year's health care negotiations at the Huaxi Securities Research Institute, Junshi's top benefit was considered a more promising PD-1 product to enter the health insurance catalog, but ultimately failed.
the reasons for the election defeat or have a certain relationship with the single number of adaptations approved at the time and the low number of people covered.
junshi also said, "In the future, with the expansion of the range of adaptive disorders and the realization of dose specification diversification, Junshi will apply for health insurance in a more positive attitude to serve more patients."
" in April and May this year, Toyi two other applications for nasopharyngeal cancer, urethra skin cancer adaptation has been submitted for the market, the new adaptive disease is not far from the market.
However, industry sources have previously pointed out that the real battleground for PD-1 in the future is the relatively low incidence of common high incidences of lung, liver, stomach, and incurable solid tumors, such as Hodgkin's lymphoma and melanoma.
in the new round of health care negotiations, Hengrui's PD-1 mono-anti in liver cancer, non-small cell lung cancer, esophageal cancer, these three major adaptive conditions are worthy of attention.
And once Baiji Shenzhou's Terrey Zhu single resistance, Hengrui's Karelli Pearl single resistance, etc. are included in the health insurance catalog, then Xinda's Xindili single resistance will face direct competition, sales growth is likely to slow down.
PD-1 competes for white-hot investments or is expected to cost between $50,000 and $80,000 a year after health care negotiations, according to Waterloo analysts.
statistics, the domestic has been declared a cumulative PD-(L)1 antibody drugs about 64.
the first visitors can eat meat, later I am afraid that only drink soup, and then the latter can drink soup is a problem.
At the 3rd Health Industry Investment and Financing Leaders Summit held recently, Li Jin, a member of the Science and Technology Innovation Advisory Committee and chairman of the Asian Cancer Alliance, said that with more and more PD-1 products on the market, the price of such products is also decreasing year by year, the future investment in PD-1 single-resistance enterprises may encounter Waterloo.
And if there are already PD-1 products to obtain lung cancer adaptation, the companies behind it want to take down this allergy, must take the drugs already on the market to compare, head-to-head to prove whether the product is effective, which is also a challenge for later.
in his view, investment in PD-1 single resistance is no longer "innovation", investment once failed, throw a pity, caught in the hands of a very hot hand.
, he says humorously, "In another five years, more than 80 companies are expected to have PD-(L)1 clinically, not for injections, but for bathing."
is a big problem here.
, with the successful development of PD-1/L1 immuno-checkpoint inhibitors, Immuno-oncology (I-O) therapy has become the most popular area in drug development.
For most solid tumor patients, PD-1/PD-L1 inhibitors are only effective in 20%-30% of patients, and large pharmaceutical companies and Biotech around the world are actively looking for other immunotherapy targets in the hope of finding "next-generation" I-O drugs.
Cortellis reports that there are currently no drug-listed hot targets in the field of oncology immunity, such as CD47, CD73, TGF-β, IL-15, OX40, etc.
is also noteworthy that the CLDN18.2 target is now repeating the PD-1, with 15 companies already under development in China and expected to be highly competitive in the future.
drug data show that CLDN18.2 protein is a CD20 kind of differentiation protein, CLDN18.2 can be highly expressed in stomach cancer tissue, breast cancer, liver cancer, head and neck cancer, bronchial cancer and non-small cell lung cancer, especially in the digestive tract malignancies, including stomach cancer, pancreatic cancer, esophageal cancer and so on.
china is now moving from a pharmaceutical power to a pharmaceutical power, innovation is the main theme of the pharmaceutical industry.
the next 10 years, innovative drugs will become the most important growth driver of China's pharmaceutical market, and they are now favored by capital markets.
, however, the new drug development investment is large, the cycle is long, pharmaceutical companies in the innovation road should also be careful to project, to avoid product homogenization.
investment enterprises should also polish their eyes, if a track is already very crowded, should stop in time, another way up.
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