2021 MNC TOP20 drugs: K drugs will break the $20 billion mark, O drugs will increase by 8%

On February 12, Pfizer's new crown oral drug Paxlovid (nirmatrelvir + ritonavir) was approved in China with conditions

In 2021, when the new crown epidemic is normalized, the market elasticity of the new crown vaccine will be greatly released, and the Pfizer-BioNTech new crown vaccine has become the world's biggest winner

In addition to the new crown vaccine products, Merck's HPV vaccine Gardasil/Gardasil 9 will achieve retaliatory growth in 2021.

The closely-watched K drug (Keytruda) garnered $17.

01Bumper harvest of new crown products

Needless to say, 2021 will be the year when Covid-19 products shine

Pfizer-BioNTech's new crown vaccine has become the world's biggest winner

Another new crown vaccine from Moderna also made a lot of money

However, in 2022, analysts are not optimistic about the sales of the new crown vaccine

Regeneron’s COVID-19 neutralizing antibody REGEN-COV will generate $7.

In terms of new crown drugs, Pfizer, Merck, and Gilead have come to the forefront

And as the first new drug authorized and approved by the U.

02 Scorching Super Bombshell

According to the 2021 financial reports of major MNCs, there are 6 super blockbusters with sales of over 10 billion yuan.

In addition to the new crown vaccine products, K medicine is regarded as the next super blockbuster drug that is most expected to exceed 20 billion US dollars

On the other hand, the sales of O drugs of BMS is nearly a "blockbuster" compared with K drugs

However, BMS/Pfizer’s anticoagulant Eliquis (apixaban) will cross the threshold of a super blockbuster in 2021, increasing from $9.

Another super blockbuster, one of the top 8 drugs with patents expiring in 2022, Revlimid (lenalidomide), which achieved sales of $12.

The Eylea (Aflibercept) jointly developed by Regeneron and Bayer will have a global revenue of US$9.
385 billion (+19%) in 2021, of which the US market revenue will be US$5.
8 billion
.
As the first anti-VEGF drug approved for the treatment of retinal disease, Eylea has been in clinical use for 10 years and has become the standard treatment for wAMD
.
But with patents expiring, the blockbuster breakthrough is fraught with crises
.

Johnson & Johnson/Mitsubishi Tanabe's ustekinumab Stelara's sales were US$9.
134 billion, an increase of 18.
5% year-on-year, and it is also approaching a super blockbuster.
Evaluate Pharma predicts that sales of this product will reach US$10.
1 billion in 2022
.
Johnson & Johnson/AbbVie's BTK inhibitor, Imbruvica (ibrutinib), is also one step closer to being a super blockbuster with $9.
777 billion in sales in 2021
.

03 Menacing latecomers

Among the drugs ranked between 10-20, Dupixent (duprilumab) and Darzalex (daratumumab) are moving forward and are expected to become strong contenders for the TOP10 position
.

Dupixent, a blockbuster product from Sanofi/Regeneron, is on its way to a blockbuster
.
In March 2017, Dupixen was approved by the FDA.
Dupixent achieved sales of US$247 million in the first year after its launch; in 2018, it achieved sales of US$873 million; in 2019, global sales revenue reached US$2.
3 billion, and in 2020, it reached US$4.
045 billion, with a growth rate of 73.
9%
.

In 2021, benefit from continued release of demand in adults, adolescents, and children with atopic dermatitis aged 6-11, as well as label expansion and patient penetration in asthma, chronic rhinosinusitis with nasal polyps (CRSwNP) indications
.
The product achieved another 52.
7% growth in 2021, reaching $6.
198 billion
.

Since its launch, Dupixent has been favored by the industry due to its market leadership in atopic dermatitis and its indications in asthma and chronic sinusitis with nasal polyps, and is known as the "next Humira"
.
In 2022, the companies will submit regulatory applications for Dupixent for the treatment of eosinophilic esophagitis (EoE) and prurigo nodularis (PN)
.
The product will reach 4 million+ patients in the United States by 2023
.
Sales are expected to reach $7.
4 billion in 2022
.

Johnson & Johnson's CD38 Darzalex (daratumumab) has global sales of US$4.
19 billion in 2020, an increase of 39.
8% over the previous year, and sales of US$6.
023 billion in 2021, a year-on-year growth rate of 43.
8%
.

As the first fully human monoclonal antibody targeting CD38 approved in the world and in China, in November 2015, the antibody was approved by the FDA to treat patients with multiple myeloma under the trade name Darzalex; in May 2020, its subcutaneous dosage form was obtained FDA-approved for the treatment of patients with primary light chain amyloidosis under the trade name Darzalex Faspro
.
The product's indications cover 1-4 line drugs, and it has become a clinical cornerstone therapy
.
In October 2021, the marketing application for ralituzumab injection (subcutaneous injection) was approved in China
.