How to break through the tens of billions of Red Sea?

After more than 100 years of development, tumor immunotherapy has become one of the core methods of anti-tumor therapy

So far, among tumor immunotherapy drugs, tumor immune checkpoint inhibitors (Checkpoint inhibitors, including PD-(L)1 inhibitors, CTLA-4 inhibitors, LAG-3 inhibitors, TIM-3 inhibitors, etc.

The world's first PD-1 inhibitor Opdivo, after being first approved for melanoma and non-small cell lung cancer indications, has been shown to be effective in classical Hodgkin's lymphoma, colorectal cancer, urothelial cancer, The efficacy in head and neck squamous cell carcinoma, kidney cancer and other cancers has also been gradually approved by the US FDA in related indications

In China, following the approval of Drug O and Drug K in 2018, as of June 2022, 13 PD-(L)1 products have been launched, including 9 PD-1 and 4 PD-L1, involving 11 tumor species and related pan-tumor species

The IQVIA Oncology Dynamics™ database (hereinafter referred to as the OD database) captured the first case of clinical application of PD-(L)1 drugs in Q1 2018

According to the treatment stage of patients, the proportion of patients with advanced immunotherapy is as high as 17.

*MAT (rolling full-year data): the sum of the data going back 12 months at the specified time point, here refers to the second quarter of 2021 to the first quarter of 2022

According to the field of tumor treatment, the late-stage first-line penetration rate of esophageal cancer is relatively the highest, followed by 28.

Among all PD-(L)1 brands, Erica currently has the highest overall market share, followed by Daboshu, Bai Zean, K medicine and O medicine in fourth and sixth place

As far as each tumor field is concerned, non-small cell lung cancer is still the most important market for IO (immune) drugs, accounting for 34.

With the development of biomarker detection technology and the cognition of the significance of treatment guidance, PD-(L)1 detection has been used in the field of tumor types involved in the main PD-(L)1 drugs, with a considerable detection rate, such as in 28% of the first-line patients with advanced non-small cell lung cancer, 24% of the first-line gastric cancer, and 14% of the first-line esophageal cancer

According to statistics, taking the advanced first-line as an example, the average treatment time of PD-(L)1 drugs is more than 3.

To sum up, the data comes from the IQVIA OD (Oncology Dynamics™) database, which is a professional tumor database of IQVIA's global unified platform combined with Chinese tumor epidemiology