Junshi PD-1 this year sales of more than 800 million Hengrui PD-1 was exposed to 31,000 years?

The first domestic PD-1 listed company did not have an advantage, but the rapid growth of the Ripley mono-resistance did not bring Junshi Bio a turnaround, the annual report showed that the net profit attributable to shareholders of listed companies was -1.116 billion yuan.
, research and development investment of 1.210 billion yuan, an increase of 97.19 percent year-on-year.
For losses, Junshi Bio said that as the company's business continues to expand and advance, in the short term, the sales revenue of individual products can not cover research and development investment and other expenses, is expected to be at the beginning of the year to the end of the next reporting period will still be a loss.
analysis points out that, in fact, in the domestic approved listed PD-1 products, the first domestic PD-1 listed Terriple single resistance in the number of adaptive disorders and pricing did not occupy much advantage.
on adhesives, Ripley's monoantigen is currently approved only for the treatment of non-removable or metastasis melanoma patients who have failed to receive systemic treatment in the past, and the number of people with the allergy in China is small, according to Frost Sullivan Analysis, 2019 The number of new cases of melanoma in China was 7563, the incidence rate is low, in 2019, the number of patients with new melanoma, the previous standard treatment after the failure of local progression or metastasis melanoma patients only 2400 people, the corresponding market size is small.
new adaptations used to treat nasopharyngeal and urethra cancers have been submitted for sale and are expected to be approved in the first half of 2021.
price, the annual treatment cost after Ripley PAP is about 100,800 yuan, compared with other domestic PD-1 single-resistance products, the gap is not obvious.
advantage in the dual aspects of the market, so that the Ripley single resistance in the market has lagged behind other domestic listed PD-1 products.
Karelli pearl single resistance was exposed to occupy 40% of the market a few days ago, Xinda Bio announced the third quarter results of Xindili single anti-injection (commodity name Dabershu), its third quarter sales revenue of more than 600 million yuan, the first three quarters of the cumulative sales of more than 1.5 billion, according to this quarter-by-quarter growth trend, its revenue is expected to exceed 2 billion yuan, compared with last year's annual sales of 1.0159 billion yuan, a full doubling.
to look at the other two domestic PD-1s, Baiji Shenzhou's Tyreli Zhu single resistance (commodity name Bazean) since its commercial launch in China in March 2020, the product revenue of 49.94 million U.S. dollars (about 330 million yuan), and approved two adaptive disorders, and Hengrui Pharmaceutical's Karelli Zhu single Although the sales performance of the anti (commodity name Erica) has never been publicly disclosed in the company's financial results, but some industry insiders said that in fact, "the smouldering fortune", according to IQVIA data, in the first half of this year, Karry Pearl single resistance sales of more than 2 billion yuan, accounting for nearly 40% of the market share, there are voices out, the performance has successfully surpassed Keytruda, become the king of domestic PD-1.
how to view the Karelli pearl single resistance of this "later on" only trend, some industry insiders pointed out that can be analyzed from many aspects.
In terms of indications, Karelli pearl monoantigen is currently in addition to Keytruda, the most approved indications products, up to four, covering lymphoma, hepatocellular carcinoma, non-small cell lung cancer, esophageal squamous cancer, there is no shortage of major cancer species, according to the latest information on the official website of the National Drug Audit Center, its two applications for different nasopharyngeal cancer indications have been included in the priority review and priority review.
same time, according to China's drug clinical trial registration and information publicity platform data, Hengrui Pharmaceuticals also registered 15 carelli pearl monoantigen clinical trial information.
In addition to the above-mentioned adaptations, Karelli pearl monoantigen is also being developed in clinical trials for the treatment of triple-negative breast cancer, stomach cancer, advanced urinary system tumors, gynecological tumors, including three-negative breast cancer, stomach cancer, PD-L1 expression-positive non-small cell lung cancer phase 3 clinical research is under way.
prices, citing E-drug managers reported that on October 25, Hengrui Pharmaceuticals announced that it would lower the price of Carelli's pearl single resistance to 30,000 yuan per year.
However, for this kind of negotiations on the eve of the "jump-off" price reduction, the domestic well-known oncologist, The President of the Asian Cancer Alliance Li Jin recently expressed concern at a conference: "To do a PD-1, investment of about 1-2 billion, if only 30,000 yuan a year price, how to maintain?" How do you make a profit? If you use blades as thin as profits, how can you drive innovative pharmaceuticals? "Not to mention how much impact this "floor price" will have on the PD-1 market, how much impact it will have on the market volume of Karelli Pearl Single Resistance Later, but it should not be ignored that behind the explosive growth of Karelli Pearl Single Resistance, Hengrui Pharmaceutical's mature market sales system is indispensable.
It is understood that, at present, Hengrui pharmaceutical tumor line sales staff of more than 6000, of which PD-1 full-time sales staff is close to 2000 people, is the size of other sales team twice or more, a large sales force for the rapid and large-scale spread of products to provide the most important support.
production capacity, Hengrui Pharmaceutical PD-1 main production base is Suzhou Shengdia, Shengdia at the end of 2018 announced in the EIA report revealed that the technical reform project is proposed to add antibody raw liquid production capacity of 19440L, Hengrui Pharmaceuticals has 4 2000L production capacity for Karelli Pearl single-resistance production capacity of about 1.2 million bottles.
After the advantage, Karelli Pearl single resistance or will usher in an opportunity to enter health insurance, according to the list, its and six other domestic PD-1/PD-L1 has passed the form of health insurance catalog adjustment review, and a large probability are selected in the expert review results.
Yesterday, the National Health Insurance Administration has released a list of expert review results (but only to participate in the enterprise can query the results), the next, the most central stage of negotiations and bargaining is coming, who will talk about the "lowest price", who will laugh to the end, this health care negotiations also because of the addition of PD-1/PD-L1, there are more points of view, we will wait and see.
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