Will the anti-cancer magic drug PD-1 be launched soon?

Medicines Network May 8 News PD-1 has been known as the anti-cancer magic drug. On May 5, it was reported by the media that the McAb against Carrillizumab against PD-1 of Hengrui Medicine was approved on that day.

In this regard, the reporter asked the relevant insiders at the first time, which told reporters that it should be the end of the technical review. People from Hengrui Pharmaceutical Company told reporters that they had not yet received formal approval and would announce the situation as soon as possible. If Karelizumab of Hengrui Medicine is progressing smoothly, it will become the third domestic PD-1 monoclonal antibody approved after Junshi Biology and Xinda Biology, and the fifth domestic PD-1 monoclonal antibody approved in the Chinese market. In addition, Baiji Shenzhou related personages previously told reporters that the company's PD-1 products are expected to be approved in the second half of the year. It is worth mentioning that besides the above-mentioned pharmaceutical enterprises, there are also many enterprises layout PD-1 drug research and development. Is the competition in the PD-1 circuit fierce? How about the sales of approved drugs in the market? What are the factors that will make a company win in the future? The hot PD-1 market

Along with the disclosure of financial data, the PD-1 sales situation of some enterprises has also been disclosed.

Junshi Biology disclosed the first quarter report of 2009 on April 30, which showed that the company realized business income of 790.75 million yuan, an increase of 5299.27% year-on-year, mainly due to the new sales revenue of treprimab during the reporting period.

Junshi Biological R&D and production of terepril monoclonal antibody injection was approved on December 17, 2018. The approved indication for terepril monoclonal antibody injection is to treat locally advanced or metastatic melanoma after previous standard treatment failures. On December 27, 2018, Sinda Biology announced that the PD-1 (Sidirimab injection, trade name "Dabeshu") developed by the company and Lilai was officially approved by the State Drug Administration for the treatment of recurrent or refractory classical Hodgkin's lymphoma after at least second-line systemic chemotherapy.

Shanghai Pharmaceutical Company's three-quarter report of 2018 shows that by the end of the reporting period, the company had distributed Opdivo sales revenue of 190 million yuan and Keytruda sales revenue of 150 million yuan. No sales data were found in Shanghai Pharmaceutical Annual Report 2018 and First Quarter Report 2019. According to the research report issued by Anxin Securities, according to the data released by multinational pharmaceutical companies, sales of Opdivo and Keytruda of Bristol-Myers Squibb increased by 36% and 88% in 2018, respectively, $6.735 billion and $7.171 billion, respectively. Although there are many competitors, the market competition pattern of domestic PD-1 has not yet been determined, which is related to the production capacit

Hengrui Pharmaceutical Research and Development Expenditure in the first quarter of 2019 was 662 million yuan, an increase of 56.57% over the same period of last year, accounting for 13.32% of business income. Junshi Biology's consolidated profit statement in the first quarter of 2019 shows that the company's R&D cost in this period is about 196 million yuan, which is about 71.697 million yuan in the same period last year. Behind the hot PD-1 market, some enterprises are also competing for the "water selling" business in gold rush. For example, Shanghai Pharmaceutical disclosed in its first quarterly report in 2019 that with the approval of domestic cancer immune checkpoint inhibitors, the recombinant human adenovirus type 5 injection (trade name: Ankeri) of the company's oncolytic virus product is expected to become an important and primary choice for the combination of PD-1 and PD-L1. In recent years, the company has continued to increase its research and development in Ankeri. It has been approved to cooperate with eight third-class A hospitals in Shanghai to carry out the post-marketing clinical reappraisal research of Ankeri and actively expand new indications. The clinical research of Ankeri combined with PD-1 antibody in the treatment of advanced solid tumors, which is carried out jointly with the Second Affiliated Hospital of Tianjin Medical University, has also obtained ethical approval. At the same time, Guangdong Tianpu Biochemical and Pharmaceutical Co., Ltd. has restarted the Ankeri re-listing plan and continued to tap its potential value.

In addition, with the launch of innovative cancer drugs such as PD-1, some cancer gene detection companies are also cooperating with these pharmaceutical companies. "This medicine needs to be given to patients who really need it, and in principle it will reduce the number of people who are not asymptomatic to use it. In the future, genetic testing will play this role, which will reduce the use of drugs. The involvement of genetic testing will reduce the burden on individuals and countries. An industry person told reporters. In addition, with the approval of national innovative drugs, some chain pharmacies, especially professional pharmacies, began to accelerate the distribution of this market. 

A large pharmaceutical circulation enterprise personage previously told reporters that innovative drugs are very popular at present, the total amount is not very large, after all, the price is relatively expensive, and few people can afford it, but in the future, the support of the country for innovative drugs is growing.