MSD's disclosure of keytruda's clinical survival data has intensified its competition with opdivo

Source: the competition between keytruda, an immunoanticancer drug of MSD, and opdivo of BMS in lung cancer started to enter a hot state recently In the long run, opdivo is a little better It has rapidly expanded multiple indications with some significant clinical survival data, and its sales volume has begun to lead Mosadon disclosed all the data of keynote-010 clinical trial in a cancer society this weekend The results showed that keytruda, like opdivo, can significantly improve the survival rate of PD-L1 positive patients compared with traditional chemotherapy Bernstein analyst Tim Anderson said the data showed that keytruda was very similar to opdivo in the group of PD-L1 positive patients However, opdivo is more suitable for a wide range of people, and it is effective for both PD-L1 positive and negative patients, while keytruda is only effective for PD-L1 positive patients Anderson also mentioned that both opdivo and keytruda are anti-PD-1 / PD-L1 immunotherapy drugs, which have similar clinical effects on PD-L1 positive patients, are superior to traditional chemotherapy, and have similar safety data Both groups of data showed that the higher the expression of PD-L1, the more significant the clinical effect This is critical for mosadon, whose clinical survival data has always been the focus of attention Dr Richard pazdur, head of the FDA's cancer department, said the FDA accelerated the approval of opdivo for lung cancer treatment Many analysts also believe that opdivo is the leader in this field Evaluatepharma estimates that sales will reach 8.2 billion US dollars by 2020, more than 3 billion US dollars more than keytruda Keytruda was given once every three weeks in the medication cycle, better than opdivo once every two weeks However, in terms of indications, opdivo has won the victory Last month, it was approved by FDA for two new indications, becoming the first renal cancer drug with significant improvement in survival rate and the first-line treatment of melanoma since 2007 On Friday, MSD was approved by the FDA to expand keytruda's indications for melanoma, so as to catch up with the first-line treatment of melanoma The competition in this field will be more and more complicated in the future These two PD-1 drugs will usher in new competitors: Roche's atezolizumab, an anti-PD-L1 drug Although the estimated sales of the drug is only $2 billion, Roche believes that the data of PD-L1 target in various cancers shows great application prospects If combined with some drugs, it is believed that the commercial prospects of atezolizumab will exceed the analysts' estimates The course of competition between keytruda and opdivo: both opdivo and keytruda are anti-PD-1 monoclonal antibodies Their mechanism of action is to block their interaction with PD-L1 and PD-L2 through their binding with PD-1 receptor, to relieve the inhibition of immune response (including anti-tumor immune response) mediated by PD-1 pathway, to make cancer cells die, and to have the potential to treat various types of tumors, It is expected to substantially improve the overall survival of patients At present, the PD-1 / PD-L1 immune competition is extremely fierce, with a peak market value of US $35 billion The competition between prisimer opdivo and MSD PD-1 immunotherapy keytruda, which are in the leading position in this field, is particularly fierce, and they have been in a state of chasing each other Melanoma: in September 2012, keytruda was first approved for the treatment of advanced or unresectable melanoma patients who no longer respond to other drugs; opdivo was approved three months later, and in October 2015, opdivo was again approved for combination with yervoy (epimab) for BRAF V600 Patients with wild-type non resectable or metastatic melanoma were refused the approval of opdivo single drug first-line treatment for BRAF V600 mutation positive advanced melanoma; in December, FDA approved the expansion of keytruda melanoma indication for first-line treatment of advanced (non resectable or metastatic) melanoma Here, keytruda is slightly better than non-small cell lung cancer in terms of the population suitable for melanoma use: in March 2015, FDA approved opdivo for the treatment of metastatic non-small cell lung cancer which still worsens after platinum chemotherapy, 10 In October 2015, FDA approved keytruda as a second-line drug for advanced PD-L1 positive (squamous and non squamous) non-small cell lung cancer, but not for PD-L1 negative tumor patients Therefore, in the field of non-small cell lung cancer treatment, opdivo has obvious advantages Other areas: in November 2015, the U.S Food and Drug Administration (FDA) approved opdivo for the treatment of patients with advanced (metastatic) renal cell carcinoma who had been treated At present, BMS is still developing other indications of opdivo and various cocktail therapies According to relevant data, the number of clinical studies of bestimer's opdivo is more than 50 For example, opdivo / mogamulizumab immune cocktail, which cooperates with Japan Pharmaceutical Industry Association and fermented Kirin, has entered the phase I / II clinical practice of solid tumor in the United States Mercedes is also unwilling to lag behind It is investigating the potential of Keytruda in more than 30 different types of cancers, including all kinds of blood cancers, lung cancer, breast cancer, bladder cancer, stomach cancer, head and neck cancer According to the published information, positive data have been obtained in the clinical practice of three negative breast cancer (TNBC) and have shown therapeutic potential in gastric cancer, blood cancer and other types of cancer In November 2015, keytruda (pembrolizumab) received the FDA's breakthrough drug qualification certification for the treatment of microsatellite instability (MSI-H) metastatic colorectal cancer patients In addition, according to the Wall Street Journal, the price of keytruda in MSD is 150000 US dollars per year, while the price of opdivo in BMS in Japan is 143000 US dollars per year, and the drug price of both is the same In this case, who has better curative effect and wider range of use will undoubtedly become the trump card to seize the market According to the company's third quarter sales data released by Bristol Myers Squibb and MSD, the sales of the PD-1 inhibitor opdivo of Bristol Myers Squibb exceeded the sales of MSD keytruda for the first time In the third quarter of 2015, opdivo (nivolumab), an inhibitor of PD-1, brought sales of $305 million to Bristol Myers Squibb, which was $160 million ahead of keytruda (pembrolizumab) of MSD According to Adam Schechter, global head of human health at MSD, keytruda's sales in the third quarter increased by 45% compared with the second quarter, and it is particularly outstanding in the field of melanoma treatment, accounting for 70% of the market share of melanoma anti-PD-1 Opdivo seems to have benefited from the treatment of NSCLC, a market much larger than melanoma Bristol Myers Squibb said doctors in the United States prescribe opdivo for three-quarters of new patients with squamous non-small cell lung cancer This month, opdivo has no intention of acquiring the new indication of NSCLC in the United States, which is bound to promote its market share Original link: http://