​One article to understand the competitive landscape of the domestic biosimilar drug market

Source: Yaodu Written by: Rongtian Editor: Amphetamine

Since 2015, with the introduction of a series of policies by the state to encourage the development of domestic biosimilars, many returnee doctors have returned to China to start businesses, and many investment institutions have poured funds into the biosimilar drug mark.

In recent years, domestic pharmaceutical companies have set off round after round of drug research and development, from the development of monoclonal antibody biosimilars, to the development of monoclonal antibody innovative drugs, and now the development of bispecific antibody drugs and antibody conjugated drugs is in full swi.

This article focuses on the development status of domestic biosimilars in the past few yea.

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Domestic biosimilars

Ushering in a competitive landscape of blooming flowers

At present, there are six biosimilars listed by domestic pharmaceutical companies: bevacizumab, adalimumab, trastuzumab, rituximab, denosumab and infliximab (see Table

It can be seen from Table 1 that:

• Henlius and Chia Tai Tianqing each have 4 biosimilars approved or declared for marketing, and they are in the first echelon ;

• Innovent Bio and Hisun Pharmaceutical also have 3 biosimilars that are in the state of approval or application for marketing, and are in the second echelon;

• Qilu Pharma, Luye Pharma, Bio-Tech and Shenzhou Cell all have 2 biosimilars that are in the state of approval or application for marketing, and are in the third echelon ;

• Subsequently, Betta Pharmaceuticals, Dongbiao Pharmaceuticals, Hengrui Pharmaceuticals, Junshi Bio, Anke Bio, Taikang Bio, Jiahe Bio, and Maibo Pharmaceuticals all have one biosimilar drug that has been approved or declared for marketi.

  
  

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Domestic biosimilars have achieved good sales performance since the launch of the first domestic biosimilar in 2019, and many biosimilars have been listed one after anoth.

Henlius developed the first biosimilar drug on the market in China, Hanlikang (rituximab biosimilar) , which was approved for marketing in February 201 Since its launch three years ago, its sales revenue was RMB 79 million and RMB 288 million respective.

Innovent currently has three biosimilars on the mark.

Bio-Tech Biotech currently has two biosimilars approved for marketi.

What is the prospect of the domestic biosimilar market?At present , domestic and foreign pharmaceutical companies are not optimistic about the development prospects of the biosimilar busines.

Judging from the number of approved manufacturers of biosimilars, some varieties do meet the national centralized drug procurement requiremen.
It is expected that in the next five years, domestic biosimilars will encounter fierce market competition, and it is very likely to usher in national drug concentrati.
Procureme.
However, it is not necessary to be too pessimistic about the prospects of the domestic biosimilar drug mark.
Biosimilar drug research and development is a business with high technical barriers and high investme.
At the same time, biosimilar drugs also encounter the problem of non-interchangeabili.
It is easy to change biosimilar manufacturers , which is also a barrier for biosimilars to be sold in the marke.

From the perspective of the R&D pipeline layout of domestic pharmaceutical companies since the country launched centralized drug procurement in the past three years, many pharmaceutical companies are actively deploying bispecific antibody business, multispecific antibody business, antibody conjugated drug business, and biosimilar drug busine.

There are very few pharmaceutical companies in the pipelin.

For pharmaceutical companies with biosimilar drug development capabilities, the current layout of differentiated biosimilar drug pipelines has certain development prospect.

References: Annual reports of Henlius, Innovent Bio, Bio-Tech, and Hisun Pharmaceutical;Biosimilars will usher in intensive listi.

Antibody Circle, 202012;Biosimilars are being used by multinational drugs Enterprise abandonme.

Health Knowledge Bureau, 202008;