In Q3 2021, the sales of two blockbuster monoclonal antibodies exceeded 5 billion yuan

For a long time, anti-tumor drugs have been the field of deployment of major pharmaceutical companies, and the research and development of new tumor drugs has also attracted the attention of the industry
.
Recently, Hengrui Medicine announced that the marketing application of its self-developed anti-tumor drug humanized anti-PD-L1 monoclonal antibody "Adebelimumab Injection" was accepted by CDE
.
If the product is successfully launched in the second quarter, it is expected to become the fifth PD-L1 monoclonal antibody approved for marketing in China
.
As major pharmaceutical companies have deployed the anti-tumor market, the track has become more lively and competitive
.
So, which products are currently more competitive in the anti-tumor market? According to the sales data of Yaorongyun National Hospital, in Q3 2021, there are two blockbuster monoclonal antibody products with in-hospital sales exceeding 5 billion yuan, namely bevacizumab injection and trastuzumab for injection
.
Sales of osimertinib mesylate, pemetrexed disodium for injection, and paclitaxel (albumin-bound) for injection exceeded 3 billion yuan
.
In addition, the sales of Pertuzumab injection, docetaxel injection and other products exceeded 2 billion yuan
.
Among them, the Q3 sales of bevacizumab injection in 2021 will be 5.
885 billion yuan, a year-on-year increase of 237%
.
The product is a representative drug for anti-tumor angiogenesis, and has been approved in China for multiple indications such as colorectal cancer, endometrial cancer, and fallopian tube cancer
.
At present, there are 9 bevacizumab injection manufacturers in China, and many more are under research
.
However, from the perspective of the market structure, the current domestic bevacizumab injection market is mainly divided by the original researcher Roche and Qilu Pharmaceutical
.
Among them, Roche's product covers a wider range of indications.
In February 2002, Roche's bevacizumab was approved by the US FDA, and then it was launched in the European Union, Japan, China and other countries
.
Currently approved indications in Europe and America include metastatic colorectal cancer, non-squamous non-small cell lung cancer, glioblastoma, renal cell carcinoma, cervical cancer, ovarian cancer, fallopian tube cancer, peritoneal cancer, breast cancer, etc.

.
However, with the entry of domestic pharmaceutical companies, the industry expects that the Roche bevacizumab injection market will be impacted in the future
.
Data shows that Roche’s drug has occupied the market since 2018, and by the first half of 2021, sales have fallen below 40%
.
Qilu Pharmaceutical is the first domestic manufacturer of bevacizumab injection.
Compared with the original research, domestic products generally have advantages such as cheaper prices.
The sales of Qilu's drug in 2021 will far exceed that of Roche.
In the first three quarters Sales account for about 60%
.
The sales of trastuzumab for injection in the first three quarters of 2021 will be 5.
184 billion yuan, a year-on-year increase of over 100%
.
The product accounts for about 6% of the anti-tumor drug market
.
Its original manufacturer is also Roche.
It is a humanized monoclonal antibody targeting HER2, which is suitable for HER2-positive breast cancer and gastric cancer
.
Compared with bevacizumab injection, the competitive landscape of trastuzumab for injection is better
.
At present, there are only 3 domestic manufacturers, of which Roche still holds the majority of the market share, accounting for 88.
35%
.
The remaining market is mainly divided by Shanghai Henlius’ Hanquyou and Sunshine Guojian’s Cyptin market.
The market shares of the two domestic companies are 11.
19% and 0.
46% respectively
.
However, there are still a number of pharmaceutical companies on the way to enter the market.
It is reported that Hisun Bio and Anke Bio have entered the state of listing application and are expected to be approved this year
.