The Troika was besieged by bio-similar drugs, and Roche and Pfizer responded to what to do next

The 39th J.P. Morgan Health Conference is underway.
2021, more than 400 public and private companies are expected to speak to more than 8,000 participants, and the multinational MNC will be on stage, including Roche and Cosmos drug company Pfizer.
an interview with JPMorgan, the two companies had different transmission priorities, but what they had in common was full and absolute confidence in the market.
even if Roche had to deal with the plight of biosodic wolves, Pfizer was in the midst of a public uproot over the effectiveness of the new crown vaccine.
01 Roche: Bio-like drug herds are waiting for a solution, and although Roche's sales have grown for three years in a row by 2019 and once surpassed Pfizer, the world's largest drug company, it's not going to be easy.
investors' unease over the arrival of the patented cliffs of Roche's three aces, Rithuxan(Rituxian monoanti), Herceptin (Rituxi monoanti) and Avastin (beva bead monoanti) has not been dispelled.
the three drugs are being hit hard by biosynthics.
analysts predict that its market share will decline by about 14% after 2022.
data show that bioso-like drugs have eroded its $5 billion sales market.
According to the FDA Biosychables Database, as of December 2020, 10 of the nearly 30 biosynthic drugs approved by the FDA have targeted Roche's three ace biologics: Avastin (Avastin, 2), Herceptin (5), and Rituxan (3).
three of the Rituxan biosynthic drugs are Riabni, Ruxience (Pfizer), truxima (Teva/Celltrion).
Looking at the domestic market, Fuhong Hanlikang as the first domestic lyxi monobial similar drugs have been approved for listing in February 2019, Xinda Bio and Lilly jointly developed Lytoxi single anti-biosynamic drugs were also approved in 2020, according to GBI data, Cyntaf Biology is currently in Zhejiang, Guangxi and other three places.
Roche's Quto Zhu single anti-Hersatine, in 2019 by the State Health Insurance Administration renegotiable, again reduce the price to complete the renewal of health insurance, according to IQVIACHAPTM statistics, 2018 and 2019 Quto Zhuzhu single resistance sales in China amounted to about 2.73 billion yuan and 4.57 billion yuan, respectively, showing an upward trend year by year.
, however, in August 2020 Fuhong Hanxuan announced that its first domestic Quto Zhudan anti-Hanquyou in China and the European Union were approved for listing at the same time.
beval bead single resistance currently has two biosimilar drugs approved in China, respectively, from Zinda Bio and Qilu Pharmaceuticals.
what should Roche do when he's waiting for a wolf ring? "The best line of defense is to innovate further and come up with new products to make up for what's being lost," said Alan Hippe, Roche's chief financial officer.
" Alan Hippe said Roche's new drugs launched since 2012 now account for about 40 per cent of Roche's pharmaceutical sales.
in response to the impact of Herceptin biosynthics, Roche's targeted approach was to launch Phesgo in 2020.
the European Commission (EC) has approved Phesgo subseskin injections by the end of 2020.
the drug is a fixed-dose combination (FDC) of Perjeta (Patojudan) and Herceptin (Curto-Pearl monoantigen) and hyaluronidase (hyaluronidase) for the treatment of early and metastasis HER2-positive breast cancer patients.
single-dose vials can be used in treatment centers or at home, greatly convenient for patients.
, Perjeta has been approved for listing in China.
addition, Roche's approach is to frantically expand the circle of friends.
132 new Partnerships in Pharmaceuticals, Digital and Personalized Healthcare and Diagnostics by 2020, a figure Alan Hippe says is a bit unusual for the company.
, for example, in July 2020, the Swiss drugmaker reached a $1.7 billion partnership with Blueprint Medias to develop the cancer drug pralsetinib.
pralsetinib can be used to treat cancer patients caused by carcinogenic RET changes, including non-small cell lung cancer (NSCLC), thyroid myelin-like cancer (MTC), other thyroid cancers, and other solid tumors.
August 2020, Roche teamed up with Regeneratives to combat COVID-19, developing, manufacturing and distributing regenerative antiviral antibody cocktail therapy REGEN-COV2 around the world.
november 2020, the treatment was approved for emergency licensing in the United States.
, Roche's new carriages are already starting to work.
such as the PD-L1 inhibitor Tecentriq and the multiple sclerosis drug Ocrevus are seen as Roche's future leaders in oncology.
, T-drugs have developed adaptations such as non-small cell lung cancer, small cell lung cancer, triple-negative breast cancer (TNBC) and bladder cancer.
Roche's Ocrelizumab is the first drug to be injected only twice a year to treat multiple sclerosis, including RRMS, clinical isolation syndrome (approved in the United States), active secondary progressive MS and PPMS.
understood that ocrelizumab has been approved for listing in more than 90 countries, including North America, South America, the Middle East, Europe and Australia.
Roche, which lost out in the 2020 health care negotiations, has no health insurance for its T drug, the country's second PD-L1 inhibitor, which was approved for sale by the NMPA in February 2020.
results show that AtiliJudal was approved for listing by the FDA in March 2019, with global sales of 644 million Swiss francs ($728 million) in the first quarter of 2020, up 99 percent.
It's a lot of uncertainty, but on the other hand, we're managing well in 2020 and I'm confident and optimistic that we can do that in 2021," said Alan Hippe,
on whether T-drugs and other drugs could grow more for Roche.
" 02 Pfizer: Very confident, more confident than in the past year 171-year-old Pfizer, with its iconic LOGO blue pill disappeared to usher in a new era.
While Pfizer is currently in the midst of a public upswing over vaccine effectiveness, its Albert Bourla-Chairman and CHIEF Executive Officer was confident in his 2021 J.P. Morgan question, especially in response to its long-term sales goals.
has said publicly that it will grow at least 6 per cent a year at a year by 2025, excluding vaccine sales.
Albert Bourla's answer is to remind everyone that this 6%, not the ceiling but the floor, is the lowest level, and that this minimum level is also double-digit growth.
"I'm more confident, more confident than I was a year ago, and now I'm more confident.
" where does his faith come from? How confident is it? Pfizer is known to have more than 20 cancer drugs and biosynthetics worldwide, covering breast, lung, kidney, prostate, and leukemia and melanoma.
Pfizer has not had a smooth ride in 2020, with annual sales of nearly $5 billion for the heavy drug Ibrox, and in May and October 2020 it announced the clinical failure of CDK4/6 complementary therapy to prevent the recurrence of HR-/HER2-early breast cancer.
, an ISI analyst, had previously forecast a market of $3 billion to $4 billion.
it is understood that Ibrance is the world's first publicly available CDK4/6 inhibitor, and in 2015 received FDA priority approval for a joint co-approval of phosphorescence as an initial treatment based on endocrine therapy for the treatment of ER-/HER2-post menoptocratic advanced breast cancer.
Pfizer's 2019 results showed annual sales of $4,961 million, up 20 percent from a year earlier, second only to its 13-price pneumonia vaccine in all products.
, Ibrance already has nearly 90% of the market share in the CDK inhibitor category and 80% of the first-tier CDK inhibitor market.
And Novarccer and Lilly's CDK 4/6 sales are less than $1 billion, but that doesn't mean Pfizer can rest easy, with Annual sales of Novarca and Lilly's CDK4/6 inhibitors up 104% and 127% year-on-year.
analysts believe that, despite Ibrace's clinical failure in complementary therapy, it is still recognized as the "best" CDK4/6 inhibitor in the market and will still stand out among CDK4/6 inhibitors for advanced breast cancer.
In addition, Pfizer's transformational determination is evident, starting with the break-up of its consumer health division in August 2019 and the formation of a new joint venture with a similar division of GSK, with Pfizer and GSK holding 68% and 32% stakes respectively, and GSK holding a controlling stake in health brands such as Pfizer's Advil, Suns and Calcici, GSK Comfort, Futa and Bilic.
then spun off its generic brand and generics business unit, Puqiang, and merged with Mylan to form a new multinational, involving brands such as Lipto, Celeste and Viagra.
November 2020, Pfizer announced that it had completed the merger of Prom and Mylan and named the new company Viatris, with Pfizer owning 57% and Mylan 43%.
In China, where Pfizer's total investment in research and development exceeds $150 million, Pfizer is the world's largest research and development center outside the U.S., and in China, Pfizer Research Center has set two 80 percent" goal of achieving 80 percent of China's participation in early and critical Phase III clinical trials over the next three years, 80 percent of which will be declared in the same period.