The huge "appetite" of MS market as seen from the 45% increase in sales of Merck cladribine tablets

This year, multiple sclerosis drug market has successfully launched a number of new products So far, Merck's mavenclad is one of them, but whether it can help Merck occupy the market in the long term is still unknown, because the star products in this field are very eye-catching On November 14, Marcus Kuhnert, chief financial officer of Merck KGaA in Germany, said in a conference call: "the company's' new generation 'oral drug mavenclade (cladribine) had sales of 89 million euros (about $98 million) in the third quarter, one third of which came from the newly entered US market." It is reported that the drug was approved by the U.S FDA in late March this year for the treatment of adult patients with relapsing remitting multiple sclerosis and active secondary progressive multiple sclerosis At the same time, it is also the first and only multiple sclerosis drug approved by FDA that "within 2 years, oral administration for up to 20 days can provide lasting 4 years of efficacy" However, due to the potential risk of malignancy and teratogenesis, it is generally recommended to treat patients with insufficient or intolerable response to other multiple sclerosis drugs Multiple sclerosis is an immune-mediated disease of the central nervous system, which is classified by demyelination, inflammation and degenerative changes (such as progressive brain and spinal atrophy, axonal loss, etc.) The cost of treatment for multiple sclerosis has become an economic burden in many countries According to data, the annual cost of multiple sclerosis in the United States is estimated to be $28 billion As a result, the government has provided active support in the areas of treatment, health care expenditure, advice and drug approval "In the third quarter of this year, the sales volume of cladribine tablets increased by 45% over the previous quarter," kunat said This performance is enough to make up for the loss of Rebif injection, Merck's old multiple sclerosis product Results showed that sales in the third quarter fell 15.1% year-on-year to 318 million euros ($350 million) From the pressure of new generation drugs, the decline of Rebif is consistent with that of similar interferon products " In Europe, the drug was first approved in the European Union in August 2017, showing "positive sales growth momentum" in both the US and Europe Merck expects the annual sales of cladribine tablets to reach 300 million euros in 2019 The crowded MS market is still expanding, but the market value of 300 million yuan is far from a heavyweight product for the crowded MS drug market In the report "multiple sclerosis drug market: global market analysis, insight and forecast 2019-2026" (hereinafter referred to as the "report") released by fortune business insights in July this year, it is pointed out that thanks to the development of economic therapies for the treatment of the disease, the global market value of multiple sclerosis in 2018 is US $23.463 billion, with a compound annual growth rate of 6.7%, and the city is expected to reach the end of 2026 The venue size will reach US $39.289.5 billion According to the report, North America is the global market leader in 2018, with a regional market value of US $13.826.7 billion In the forecast period 2019-2026, the North American market will expand and continue to dominate, driven by increased demand and high prices for multiple sclerosis drugs The European market is expected to rank second by the end of 2026, due to increased government spending and treatment advice In addition, the Asia Pacific region will grow at the highest compound annual growth rate in 8 years, and the emerging medical markets in China, India and other countries will contribute to the development of the Asia Pacific market On the other hand, high costs associated with MS drugs and treatment, as well as drug shortages, are factors that could hinder faster growth in the global market In fact, from the increase and decrease trend of Merck's two multiple sclerosis drugs, it can be seen that the market share of traditional interferon products continues to shrink, and the market share of chemical drugs is stable Rebif is a recombinant human interferon β 1A injection, and mavenclad is a purine analogue oral tablet, which is a synthetic chemotherapy agent targeting lymphocytes and selectively inhibiting the immune system According to the analysis of the report, in 2018, immunomodulators accounted for 67.4% of the global multiple sclerosis drug market, followed by immunosuppressants and interferon In the 2019-2026 period, the immunomodulator segment is expected to continue to lead the entire market There are more treatment options in immunomodulators, the launch of new products and higher demand are the factors leading to their growth Increasing R & D investment and clinical research have made immunomodulators the fastest growing segment of the global multiple sclerosis market In terms of drug delivery routes, the market of MS drugs is mainly divided into two categories: oral and injection According to the statistics of distribution channels of hospital pharmacy, retail pharmacy and online store, the injection market accounts for the largest share in 2018, which comes from the input of the government and the recognition of the global market, and it is expected that there will be a substantial growth in 2026 With different types of products in hand, Bojian continues to expand in the MS market, specifically to pharmaceutical companies Pharmaceutical companies such as Biogen, Pfizer, Roche, Merck, Novartis, Sanofi and TIWA have divided the global market leaders In 2018, multiple sclerosis drugs were sold to TOP10, while Bojian became the absolute leader of the global multiple sclerosis market in 2018 by having different types of products, including chemical drug tecfidera, interferon products Avonex and plegrid and monoclonal antibody Tysabri At the beginning of November, Bojian obtained the approval of the US FDA for the listing of the immunosuppressant, vumerity (diroximelfumarate), which is the follow-up product of the heavy bomb product tecbidera (dimethylfumarate), and shows better tolerance Although new products continue to enter the market, tecbidera's sales in the third quarter of this year were only 2% lower than that in the second quarter, at $1.12 billion In iqvia's latest analysis, analyst Brian Abrahams pointed out: "the market of tecfidera has a certain resilience, and its sales erosion seems to be negligible." According to the report, through strategic cooperation with other enterprises to expand the global distribution network, Bojian is expected to have faster growth in 2019-2026 Novartis is also one of the market leaders in multiple sclerosis Novartis has an important position in the global market due to strong demand for the chemical gilenya (fingolimod), with sales of $829 million in the third quarter of this year In 2018, the National Institutes of health and healthcare announced the recommendation of Novartis' extravia in other interferon beta drugs (including Avonex, betaferon and Rebif) for multiple sclerosis, which is expected to help Novartis consolidate its market position Although mayzent (siponimod), another immunomodulator of Novartis, was approved several days before Merck mavenclad, its sales volume in the third quarter was only $4 million, far lower than the expected $10 million of Wall Street However, mayzent has not been approved by the European Union, and Novartis still hopes to open up the European market this year According to the report, the drug may promote the growth of immunomodulators in global market trends In addition, the monoclonal antibody injection drug ocrevibus (ocrelizumab) is also one of the stars in the market, which is known as the most successful product in Roche's history Sales reached 929 million Swiss francs ($939 million) in the third quarter alone Merck mavenclad's attempt to compete for its share in such a crowded multiple sclerosis market seems to be a daunting task Reference: 1 Https://www.fiercepharma.com/pharma/crowded-ms-market-merck-kgaa-s-mavenclad-now-offsets-rebif-decline 2 Https://www.fortunebusinessinsights.com/industry-reports/multiple-scissors-drugs-market-100386 3 Https://www.novartis.com/sites/www.novartis.com/files/q3-2019-media-release-en.pdf 4 Https://www.cphi.cn/news/show-164679.html penicillin is the content reprinted by yaozhi.com The copyright belongs to the original author The purpose of reprinting is to transmit more information and does not represent the view of this platform If the content of the work, copyright and other issues are involved, please contact our website message, we will delete the content in the first time.