Oncology overlord will change position! New BMS replaces the top three of Roche's Mosha

For many years, Roche continued to rule the field of oncology, but this pattern is about to be broken According to a report released recently by evaluatepharma, Roche has become the biggest loser in the field of oncology, which is gradually fragmented, after many setbacks in updating antibody franchise, strategic trading, clinical trials, etc At present, several companies are rising rapidly in the field of oncology, among which BMS will become the largest oncology company in the world after the acquisition of Xinji MSD and AstraZeneca are expected to grow strongly in the next few years Trastuzumab deluxtecan, an anti HER2 antibody drug conjugate (ADC) jointly developed by AstraZeneca and the first three companies, is considered to be the most valuable oncology research and development project, with sales expected to reach US $2.7 billion in 2024 In the second quarter of 2020, FDA will make a decision on the accelerated review of trastuzumab deluxteca in the treatment of HER2 positive metastatic breast cancer This decision and the subsequent launch of the product will become one of the most critical events in oncology in 2020 Evaluatepharma predicted that, after the completion of the acquisition of the new base, from 2020 to 2024 at least, BMS's Oncology sales will surpass Roche's, driven by opdivo and Revlimid, the heavyweight immune regulator obtained after the acquisition of the new base Before the full listing of Revlimid generic drugs, the annual sales of oncology drugs of BMS in 2021-2023 will exceed US $30 billion, which will be the first time that a company can break the US $30 billion barrier Roche's Oncology sales are expected to reach $29 billion this year, not far from the $30 billion level But sales of three of its biggest Biopharmaceutics, Herceptin, avidin and rituximab, are declining, with the three products expected to generate nearly $20 billion in sales this year In recent years, Roche has been trying to renew its antibody drug franchise, but failed to achieve, and failed to keep pace in the emerging field of immunooncology According to the report of evaluatepharma, other giants in the oncology ranking include MSD The company did not even enter the top ten before 2017, but will enter the top three in 2024, relying on its PD-1 tumor immunotherapy keytruda In the next few years, AstraZeneca's Oncology sales are expected to further expand, and several products will contribute to this growth, among which targeted anticancer drugs tagrisso and lynparza, and PD-L1 tumor immunotherapy imfinzi will be the top priority, although the blood cancer drugs calsequence and ADC products trastuzumab deluxtecan also have great sales potential Earlier this year, AstraZeneca reached a total of US $6.9 billion cooperation with the first three companies, and obtained the rights and interests to jointly develop and commercialize trastuzumab deluxtecan on a global scale (excluding Japan) In addition to HER2 positive breast cancer, the two sides are developing the drug to treat all kinds of cancer with hre2 expression level or HER2 mutation, including gastric cancer, colorectal cancer, lung cancer, and breast cancer with low HER2 expression However, ADC drugs have been facing many challenges in recent years, both in clinical and commercial So far, only a few products have been successfully launched Just last week, Roche gave up a HER2 target ADC product, rg6148 According to the market share forecast released by evaluatepharma, the fragmentation of oncology market will be further intensified in the next few years Roche's market share in this market will continue to decline Another noteworthy phenomenon is that six companies have a market share of more than 5% every year In view of the continuous attention of the pharmaceutical industry to oncology, more and more small-scale participants will continue to flow into this field in the future Over the next few years, however, trading, clinical setbacks and other surprises are bound to change that But the only certainty is that the oncology market is not going to be quiet A change of the guard for the world's biggest cancer companies