The heaviest 12 new drugs in 2017!

Source: pharmaceutical economic daily Jan 15, 2018 1 ා dupixent: potential to be explored, enterprise regeneration yuan of specific dermatitis / experts in Sanofi believe that dupixent will change the guidelines for the treatment of moderate to severe atopic dermatitis, which will gradually establish a treatment standard for future products (competitive products have emerged) Since it was approved for the treatment of specific dermatitis in March 2017, analysts have tracked dupixent's approval of the product by dermatologists in 2017 and analyzed other indications that dupixent may increase in the future In 2017, Zaiyuan and Sanofi released phase III clinical research data of dupixent in the treatment of severe asthma With more and more data, both companies consider dupixent as a "multi-functional product", arousing people's imagination about whether the product can reach the similar commercial height of "drug king" Humira 2 ා hemlibra: remodel the market pattern Hemlibra of Roche, a company of hemophilia A, is used to treat patients with hemophilia A who have antibody to factor Ⅷ treatment The bispecific antibody hemlibra, which is used once a week, also shows obvious and clinically significant effect of reducing bleeding in patients with negative factor Ⅷ antibody Roche seems likely to break the pattern of these two markets, especially the former, which reduces the bleeding rate by 87% compared with patients who have not received preventive treatment, bringing new competitive threats to companies such as shire and Novo Nordisk Because hemlibra is more effective and convenient to use Despite some adverse reactions, the market generally forecasts that hemlibra's sales will reach US $2 billion by 2022 3-4 kymriah / yescarta: launch car-t "first battle" indication acute lymphoblastic leukemia enterprise Novartis indication diffuse large B cell lymphoma enterprise Gilead Kymriah of Novartis was approved by FDA in August 2017, becoming the world's first car-t product for children and adolescents with acute lymphoblastic leukemia who have previously received treatment When Novartis launched kymriah, it promised that if patients did not respond to the treatment after a month, they would not have to pay for it (priced at $475000) Critical period data showed that 83% of 63 evaluable patients achieved complete remission within 3 months Novartis is seeking approval for the drug for indications of diffuse large B-cell lymphoma (DLBCL) If kymriah is approved to treat DLBCL, it will compete with yescarta, which was approved by FDA in October 2017 Yescarta was developed by kit pharmaceuticals, which Gilead acquired for $11.9 billion Kymriah's and yescarta's clinical data look very similar and the efficacy is becoming more and more durable, suggesting that other factors (such as adverse reactions and logistical support) may be critical in achieving business success and competitive momentum It is reported that the competition in car-t market will be a long-term battle 5# Luxturna: Spark Luxturna has become the first drug to correct gene defects in the United States, and it is a therapy for hereditary retinal dystrophy As a one-time treatment, luxturna's costs are closely watched Spark plans to disclose its pricing strategy in early 2018, with analysts predicting luxturna could cost as much as $1 million In some patients, the drug shows that it can stop disease progression and restore some functional vision Those who respond to the treatment usually show signs of improvement within one month after treatment 6 Ocrevus: Roche ocrevus, an enterprise with strong indications and multiple sclerosis at the beginning of its listing, was approved by FDA in March 2017, with strong early sales growth Its revenue in the first year will be close to the level of "heavy bomb" Compared with the main competitors in the U.S market, ocrevus has been introduced to the market with obvious price discounts, and Roche's pricing strategy is worthy of praise Although the marketing indications are relapse relief and primary progressive MS (the first approved indication), experts believe that ocrevus can also be used for secondary progressive patients Market participants predict that the sales volume of ocrevus will exceed 4 billion US dollars in 2022 7 This weekly long-acting GLP-1 agonist will further strengthen Novo Nordisk's leadership in this type of drug based on daily Victoza The company is now moving away from the competitive threat posed by Eli Lilly's trulicity The indication of diabetes may only be the beginning of ozempic The phase III clinical research data of oral dosage form of Novo nordsomarutide (experts in the industry think that it will be a real game changer) will be published in 2018 At that time, the large-scale clinical research project of ozempic in the treatment of obesity will also be launched 8-9ාrydapt / idhifa: AML treatment breakthrough indication acute myeloid leukemia enterprise Novartis indication acute myeloid leukemia enterprise new base medicine / Agios 2017 is the breakthrough year of acute myeloid leukemia (AML) treatment For decades, the mainstay of the treatment of this disease has been the hyperadaptive use of cytarabine based chemotherapy regimens and some other cancer therapies In April 2017, Novartis rydapt was approved for use in the treatment of newly treated AML patients with FLT3 gene mutations In August, celgene and idifa of Agios were approved for the treatment of recurrent AML in idh2 mutation patients 10 Shingrix: in addition to shingrix, GSK, a herpes zoster vaccine company, has also been approved in recent months as trelegy elipta, a triple compound preparation for COPD treatment These two new products can be used to evaluate the short-term performance of GSK since Emma Walmsley, CEO, took charge of GSK Shareholders want GSK to revive its pharmaceutical business, but in the short term it may be the vaccine alone that will deliver growth Analysts at Bernstein believe that because the ACIP believes that the effectiveness of shingrix is better than that of Zostavax of Merck & Co., this greatly enhances shingrix's business positioning Analysts predict that by 2022, the global sales of shinglix will reach about 1.7 billion US dollars GSK may be able to do better, especially given the recent strengthening of management 11 Tremfya: the strong challenge of the latecomer indicates that Johnson & Johnson, a psoriasis enterprise, may be considering the competitive threat of two IL-17 inhibitors, cosentix of Novartis and taltz of Lilly Johnson & Johnson successfully accelerated the approval of tremfya by FDA with a priority review voucher Johnson & Johnson's stellara has become popular with dermatologists, and tremfya further provides better selectivity, because the latter only targets IL-23 receptors, rather than both IL-12 and IL-23, which means lower toxicity In addition, key data show that tremfya is better than Stella's and abbvie's Sumeria Less administration is another advantage of tremfya, but it needs to be overcome that doctors are used to stellara, and cosentix and taltz have different mechanisms of action Still, tremfya has the potential to be a "blockbuster" in this crowded market 12 Zejula: two PARP inhibitors "first" indication ovarian cancer enterprise tesaro PARP inhibitors are still a hot topic in 2017 When tesaro's zejula was approved by FDA in March, it set two industry benchmarks: the first PARP inhibitor that does not need to be tested for related biomarkers when it is used, and the first PPAR inhibitor that is approved as a maintenance treatment for ovarian cancer patients with response to chemotherapy There are many rumors about tesaro being targeted, but there is no substantive news, and the competition for PARP inhibitors is still fierce.