-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
[Pharmaceutical Network Market Analysis] As of now, the 2021 performance reports of listed pharmaceutical companies have basically been released
.
The "transcripts" of various companies are frequently highlighted.
For example, in the field of domestic PD-1, the PD-1 of Hengrui Medicine, Innovent Bio, Junshi Bio, and BeiGene are all covered by medical insurance through price cuts.
Products, the related sales revenue performance in 2021 has attracted much attention in the industry
.
From January 1, 2022, the new version of the medical insurance catalog will be implemented, and the price of domestic PD-1 in the catalog will further drop
.
It is reported that in addition to the price of camrelizumab under Hengrui Medicine, the price of sintilimab (10ml:100mg) under Innovent Bio has been reduced from RMB 2,843/bottle to RMB 1,080/bottle, a decrease of 62%.
; Toripalimab (2ml: 80mg) under Junshi Bio was reduced from 906.
08 yuan/piece to 825.
00 yuan/piece, and toripalimab (6ml: 240mg) was reduced from 2100.
97 yuan/piece to 1912.
96 yuan/piece Tislelizumab (10ml: 100mg) of BeiGene has been reduced from 2180 yuan per support to 1450 yuan, a price reduction of 33%
.
After the price cut into medical insurance, the performance of some pharmaceutical companies has been affected, such as Junshi Bio, the company's toripalimab is the first domestic PD-1 mAb successfully launched in China, and the sales volume of this product in 2021 will increase by 17.
53% year-on-year To 724,200 pieces, but sales were only 412 million yuan, a year-on-year decrease of nearly 60% compared to 1.
003 billion yuan in 2020
.
The same is true for Hengrui Medicine.
Hengrui Medicine disclosed the company's sales of camrelizumab for injection in 2021 in its annual report.
In 2021, the sales volume of this product will increase by 360.
77% year-on-year to 1.
4143 million bottles, although the specific sales data Undisclosed, but the company mentioned "a year-over-year decline in camrelizumab sales revenue
.
"
However, there are also cases where the sales revenue of pharmaceutical companies has increased
.
For example, BeiGene, the company's tislelizumab sales in 2021 will be about 255 million US dollars, about 1.
6 billion yuan, an increase of 56.
44% compared with the previous year's sales revenue of 163 million US dollars
.
Another example is Cinda Bio, which mentioned in its 2021 annual report that "the company's annual operating income was 4.
261 billion yuan, and the annual product revenue was about 4.
001 billion yuan.
The leading product Daboshu maintained strong growth in both sales revenue and sales volume.
At the same time, other products also contributed to the strong growth of revenue, and the revenue contribution accounted for about 30% of the total annual product revenue
.
” Based on this calculation, the sales of sintilimab in 2021 will account for about 70% of the company’s total annual product revenue, and sales of Revenue is about 2.
8 billion yuan, a year-on-year growth rate of more than 20%
.
Industry analysts believe that the sales revenue of domestic PD-1 products may be related to the coverage of the product’s medical insurance indications.
For example, for large indications, entering medical insurance may bring strong sales revenue; while for relatively small indications, so The range of people benefiting is narrow, and the sales revenue it brings will be relatively small
.
Up to now, the total number of global clinical trials targeting PD-1 has exceeded 4,100, of which China accounts for nearly 30% of the global total, reaching 1,224
.
According to the research report of Essence Securities, it is expected that by the end of 2022, 14 domestic PD-1 related products will be launched
.
With the fierce market competition, domestic innovative pharmaceutical companies are also actively deploying major indications to adapt to more patient groups
.
For example, the relevant person in charge of Junshi Biotech once told the media that the current research on tumor immune drugs is still in its infancy, and subsequent horizontal expansion can be used to cover indications that have not yet been covered by PD-1 products.
Complementary use in combination to cover about 70% of the PD-1 drug-resistant patient population
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
The "transcripts" of various companies are frequently highlighted.
For example, in the field of domestic PD-1, the PD-1 of Hengrui Medicine, Innovent Bio, Junshi Bio, and BeiGene are all covered by medical insurance through price cuts.
Products, the related sales revenue performance in 2021 has attracted much attention in the industry
.
From January 1, 2022, the new version of the medical insurance catalog will be implemented, and the price of domestic PD-1 in the catalog will further drop
.
It is reported that in addition to the price of camrelizumab under Hengrui Medicine, the price of sintilimab (10ml:100mg) under Innovent Bio has been reduced from RMB 2,843/bottle to RMB 1,080/bottle, a decrease of 62%.
; Toripalimab (2ml: 80mg) under Junshi Bio was reduced from 906.
08 yuan/piece to 825.
00 yuan/piece, and toripalimab (6ml: 240mg) was reduced from 2100.
97 yuan/piece to 1912.
96 yuan/piece Tislelizumab (10ml: 100mg) of BeiGene has been reduced from 2180 yuan per support to 1450 yuan, a price reduction of 33%
.
After the price cut into medical insurance, the performance of some pharmaceutical companies has been affected, such as Junshi Bio, the company's toripalimab is the first domestic PD-1 mAb successfully launched in China, and the sales volume of this product in 2021 will increase by 17.
53% year-on-year To 724,200 pieces, but sales were only 412 million yuan, a year-on-year decrease of nearly 60% compared to 1.
003 billion yuan in 2020
.
The same is true for Hengrui Medicine.
Hengrui Medicine disclosed the company's sales of camrelizumab for injection in 2021 in its annual report.
In 2021, the sales volume of this product will increase by 360.
77% year-on-year to 1.
4143 million bottles, although the specific sales data Undisclosed, but the company mentioned "a year-over-year decline in camrelizumab sales revenue
.
"
However, there are also cases where the sales revenue of pharmaceutical companies has increased
.
For example, BeiGene, the company's tislelizumab sales in 2021 will be about 255 million US dollars, about 1.
6 billion yuan, an increase of 56.
44% compared with the previous year's sales revenue of 163 million US dollars
.
Another example is Cinda Bio, which mentioned in its 2021 annual report that "the company's annual operating income was 4.
261 billion yuan, and the annual product revenue was about 4.
001 billion yuan.
The leading product Daboshu maintained strong growth in both sales revenue and sales volume.
At the same time, other products also contributed to the strong growth of revenue, and the revenue contribution accounted for about 30% of the total annual product revenue
.
” Based on this calculation, the sales of sintilimab in 2021 will account for about 70% of the company’s total annual product revenue, and sales of Revenue is about 2.
8 billion yuan, a year-on-year growth rate of more than 20%
.
Industry analysts believe that the sales revenue of domestic PD-1 products may be related to the coverage of the product’s medical insurance indications.
For example, for large indications, entering medical insurance may bring strong sales revenue; while for relatively small indications, so The range of people benefiting is narrow, and the sales revenue it brings will be relatively small
.
Up to now, the total number of global clinical trials targeting PD-1 has exceeded 4,100, of which China accounts for nearly 30% of the global total, reaching 1,224
.
According to the research report of Essence Securities, it is expected that by the end of 2022, 14 domestic PD-1 related products will be launched
.
With the fierce market competition, domestic innovative pharmaceutical companies are also actively deploying major indications to adapt to more patient groups
.
For example, the relevant person in charge of Junshi Biotech once told the media that the current research on tumor immune drugs is still in its infancy, and subsequent horizontal expansion can be used to cover indications that have not yet been covered by PD-1 products.
Complementary use in combination to cover about 70% of the PD-1 drug-resistant patient population
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
