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Breast cancer is one of the common gynecological tumors, which seriously threatens women's health
.
According to data released by the World Health Organization, the number of new cases of breast cancer worldwide in 2020 has reached 2.
26 million, surpassing that of lung cancer
.
There are many breast cancer patients in China, with 400,000 new cases of breast cancer every year
.
The huge patient group has also spawned a growing breast cancer drug market, attracting many domestic and foreign pharmaceutical companies to accelerate their deployment
.
HR+ breast cancer accounts for more than 60% of all breast cancer cases
.
Currently, HER2-targeting drugs for breast cancer mainly include antibody-drug conjugates (ADCs), CKD4/6 inhibitors, and small molecule tyrosine kinase inhibitors
.
It is understood that since 2022, domestic and foreign pharmaceutical companies have continued to report good news that new breast cancer drugs and new indications have been approved in China, bringing more new treatment options to the majority of patients
.
On March 6, the multinational pharmaceutical company Eli Lilly announced that its CDK4/6 inhibitor Abeccil (trade name: Weizhe) has been approved for early breast cancer indications in China.
CDK4/6 inhibitors in patients with early breast cancer
.
In addition to this indication, in December 2020, Abecili tablets were also approved by the State Food and Drug Administration for the treatment of HR-positive, HER2-negative locally advanced or metastatic breast cancer
.
According to Minet.
com, the drug’s sales in 2020 were $913 million
.
It is reported that Pfizer's palbociclib (trade name: Aiboxin) was approved by the State Food and Drug Administration as early as August 2018 and became the first CDK4/6 inhibitor on the domestic market
.
According to Minet.
com, Pfizer’s global sales of palbociclib in 2020 were US$5.
391 billion
.
With the approval of Lilly's new indications, it can be seen that Lilly has been ahead of Pfizer, and sales are expected to grow further
.
Not only multinational pharmaceutical companies, but also local pharmaceutical companies are ushering in new achievements
.
For example, the news that Hengrui Medicine’s isethionate dalcili tablets was approved for marketing in early 2022
.
The drug was included as a breakthrough therapy by the Center for Drug Evaluation (CDE) of the State Food and Drug Administration in March 2021, and was included in the priority review and approval list in April of the same year, and was officially approved for marketing at the end of 2021
.
It is reported that up to now, Dalsili has been shipped to all parts of the country, more than 250 cities in 26 provinces across the country, and more than 1,000 pharmacies have arrived
.
The pirociclib of Sihuan Medicine has entered the phase III clinical trial.
The specific indications are: pirociclib combined with an aromatase inhibitor for hormone receptor positive (HR+), human epidermal growth factor receptor 2 negative ( HER2-) locally advanced or metastatic breast cancer
.
In addition, Luye Pharma recently announced that the company and Beijing Huahao Zhongtian Biopharmaceuticals have "joined hands", and the two parties have reached a cooperation in the promotion of breast cancer targeted drug Utidi in 26 provinces in mainland China
.
According to the statistics of Lilac Garden Insight, there are more than 20 companies including Chia Tai Tianqing, Fosun Pharma, Hansson Pharma, Gan & Lee Pharma, etc.
that are currently deploying in the field of CDK4/6 inhibitors
.
The industry believes that with a large number of pharmaceutical companies entering the field of breast cancer treatment, a price war in the drug market will be triggered
.
It is understood that in December 2021, Eli Lilly's Abecili tablets have been included in the new version of the National Medical Insurance Catalogue, and the price is expected to drop
.
Pfizer’s palbociclib failed to enter medical insurance, but Pfizer also reduced the price of the product in January 2021, from 29,799 yuan to 13,667 yuan per bottle, a price reduction of 54%
.
With the normalization of centralized procurement and the advancement of medical insurance negotiations, as more pharmaceutical companies join the breast cancer drug market, it is expected that price reductions will become a trend for both imported and domestic drugs in the future
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
According to data released by the World Health Organization, the number of new cases of breast cancer worldwide in 2020 has reached 2.
26 million, surpassing that of lung cancer
.
There are many breast cancer patients in China, with 400,000 new cases of breast cancer every year
.
The huge patient group has also spawned a growing breast cancer drug market, attracting many domestic and foreign pharmaceutical companies to accelerate their deployment
.
HR+ breast cancer accounts for more than 60% of all breast cancer cases
.
Currently, HER2-targeting drugs for breast cancer mainly include antibody-drug conjugates (ADCs), CKD4/6 inhibitors, and small molecule tyrosine kinase inhibitors
.
It is understood that since 2022, domestic and foreign pharmaceutical companies have continued to report good news that new breast cancer drugs and new indications have been approved in China, bringing more new treatment options to the majority of patients
.
On March 6, the multinational pharmaceutical company Eli Lilly announced that its CDK4/6 inhibitor Abeccil (trade name: Weizhe) has been approved for early breast cancer indications in China.
CDK4/6 inhibitors in patients with early breast cancer
.
In addition to this indication, in December 2020, Abecili tablets were also approved by the State Food and Drug Administration for the treatment of HR-positive, HER2-negative locally advanced or metastatic breast cancer
.
According to Minet.
com, the drug’s sales in 2020 were $913 million
.
It is reported that Pfizer's palbociclib (trade name: Aiboxin) was approved by the State Food and Drug Administration as early as August 2018 and became the first CDK4/6 inhibitor on the domestic market
.
According to Minet.
com, Pfizer’s global sales of palbociclib in 2020 were US$5.
391 billion
.
With the approval of Lilly's new indications, it can be seen that Lilly has been ahead of Pfizer, and sales are expected to grow further
.
Not only multinational pharmaceutical companies, but also local pharmaceutical companies are ushering in new achievements
.
For example, the news that Hengrui Medicine’s isethionate dalcili tablets was approved for marketing in early 2022
.
The drug was included as a breakthrough therapy by the Center for Drug Evaluation (CDE) of the State Food and Drug Administration in March 2021, and was included in the priority review and approval list in April of the same year, and was officially approved for marketing at the end of 2021
.
It is reported that up to now, Dalsili has been shipped to all parts of the country, more than 250 cities in 26 provinces across the country, and more than 1,000 pharmacies have arrived
.
The pirociclib of Sihuan Medicine has entered the phase III clinical trial.
The specific indications are: pirociclib combined with an aromatase inhibitor for hormone receptor positive (HR+), human epidermal growth factor receptor 2 negative ( HER2-) locally advanced or metastatic breast cancer
.
In addition, Luye Pharma recently announced that the company and Beijing Huahao Zhongtian Biopharmaceuticals have "joined hands", and the two parties have reached a cooperation in the promotion of breast cancer targeted drug Utidi in 26 provinces in mainland China
.
According to the statistics of Lilac Garden Insight, there are more than 20 companies including Chia Tai Tianqing, Fosun Pharma, Hansson Pharma, Gan & Lee Pharma, etc.
that are currently deploying in the field of CDK4/6 inhibitors
.
The industry believes that with a large number of pharmaceutical companies entering the field of breast cancer treatment, a price war in the drug market will be triggered
.
It is understood that in December 2021, Eli Lilly's Abecili tablets have been included in the new version of the National Medical Insurance Catalogue, and the price is expected to drop
.
Pfizer’s palbociclib failed to enter medical insurance, but Pfizer also reduced the price of the product in January 2021, from 29,799 yuan to 13,667 yuan per bottle, a price reduction of 54%
.
With the normalization of centralized procurement and the advancement of medical insurance negotiations, as more pharmaceutical companies join the breast cancer drug market, it is expected that price reductions will become a trend for both imported and domestic drugs in the future
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
