Roche PD-L1 in! Further intensify domestic market competition

[industry trends of pharmaceutical network] recently, the State Food and Drug Administration officially approved the Roche PD-L1 monoclonal antibody tecentriq (atezolizumab, atelizumab) The specific indications are: tecentriq combined with chemotherapy is used for the first-line treatment of extensive small cell lung cancer (SCLC) It is worth noting that this is the second PD-L1 drug approved in China after the approval of imfinzi, a PD-L1 drug under AstraZeneca, on December 10, 2019 According to Roche's 2019 financial report, tecentriq's indications include initial treatment of advanced bladder cancer, advanced lung cancer, non squamous non-small cell lung cancer (NSCLC), extensive small cell lung cancer and PD-L1 positive triple negative breast cancer In February 2019, Roche submitted tecentriq's listing application to the State Drug Administration with the acceptance number of jxss1900004 It took a year for tecentriq to break through and get the first indication in China Industry insiders believe that tecentriq's approval means that China's small cell lung cancer has entered a new era, and small cell lung cancer has entered a new era of immunity At present, there are three anti-PD-L1 all human monoclonal antibodies listed in the world, including imfinzi (durvalumab) of AstraZeneca, tecentriq (atezolizumab) of Roche, and bavencio (avelumab) jointly developed by Merck and Pfizer in Germany According to evaluate Pharma data, the global tumor treatment market will reach US $192 billion in 2022, of which PD-1 / PD-L1 will contribute nearly US $30 billion By 2022, the sales of opdivo, keytruda and tecentriq will reach US $9.912 billion, US $9.509 billion and US $4.937 billion respectively, ranking the 3rd, 4th and 18th in the global drug sales The huge market prospects, of course, accelerate the competition among enterprises in R & D It is reported that, in addition to Roche's tecentriq, eight PD-1 / PD-L1 drugs have been approved for marketing in China As of August 31, 2019, there are 21 cases registered with the State Food and drug administration, and 10 cases are undergoing phase III clinical trials In addition, based on the broad-spectrum anti-cancer characteristics of PD-1 immunotherapy, we can regard PD-1 monoclonal antibody as 20 or even 30 targeted drugs There are more than ten approved indications at home and abroad These indications can also be subdivided into more different small indications, and the patient population is large It is expected that the market will be saturated in three to five years At that time, if the drugs developed by pharmaceutical companies want to win the market, it may depend on the layout of joint treatment by pharmaceutical companies According to the current drug approval speed, it is expected that by the second half of 2020, there will be many products approved for marketing In response, industry insiders also said that PD-1 / PD-L1 market is still the battlefield of large enterprises Previously approved companies have invested heavily in R & D For example, Hengrui pharmaceutical has disclosed that it has invested about 504 million yuan in R & D in the approved product projects In Jun Shi biology, the R & D investment from 2016 to 2018 was 122 million yuan, 275 million yuan and 538 million yuan respectively Therefore, for follow-up enterprises, it is bound to maintain a high investment It is not necessarily conducive to the future development for enterprises with huge investment cost and weak strength to enter without hesitation In fact, it is too early for PD-1 / PD-L1 drugs to talk about price war, and approval of more indications is still the key to the development of enterprises for a period of time.