Anti-cancer star drug to open the breakout race, 10 billion targets ushered in the harvest period...

REVIEW: expensive patented drugs into the health insurance is a good ideaBaiji Divine PD-1,1-month sales of $ 20.53 milliontoday, Baiji China released 2020Q1 performance report, as of 31 March 2020, the company's revenue It was $ 52.06 million, per hundred Chak since March 2020 product revenue in China since the commercial release of $ 20.53 millionThat Baiji Divine PD-1 (for Rayleigh daclizumab) a month sold for $ 20.53 millionPD-1 monoclonal antibody as a broad-spectrum anti-cancer drugs, people once again saw its future market potential unlimitedAccording to Frost & Sullivan estimates the 2030 global PD1 / PDL1 drug market could reach 78.9 billion US dollars, China could reach $ 13.1 billionthis year, the domestic PD-1 ushered in the intensive harvestAt present, China approved a total of 6 product PD-1, PD-1 clear indications import advantages, K Merck drug approved indications and 4 Chinese species concentrated in areas of high incidence of lung cancer, allowed three first-line therapy has the absolute advantage in the treatment of non-small cell lung cancerBMS O-drug approved three indications, which are the only twoIndications domestic PD-1 is currently concentrated in the second and third tier, the specific circumstances of the following table:dynamic point of view but from the CDE, PD-1 has entered the domestic large cancer indications kinds of competition, major companies approved intensive products and declared the production againMarch Henry PD-1 (Ka Ruili daclizumab) approved second-line treatment of liver cancerChina April Baekjae PD-1 (for Rayleigh daclizumab) approved indications urothelial cancer, NSCLC and first-line treatment of indications also reported the production month; Jun fact PD-1 (Laid Ripley mAb) NPC indication application has been acceptedMay Jun fact PD-1 (Terry Plymouth mAb) and apply urothelial cancer indications; Clinical letter PD-1 (mAb Dealy channel) first-line NSCLC Phase III of the primary end point, also recently reported productionaddition, the PD-1 in the field of large species of lung cancer, stomach cancer, liver cancer and many trials have been in three, so, although indications of domestic PD-1 is less than imports, but also about to usher in intensive harvest, domestic PD-1 will usher in a stage performance of rapid growthIn addition, the price, the domestic PD-1 is less than half of imports, domestic competition obvious price advantagePD-1 competition, the price advantage of domestic enterprises significantly after PAP (Drug Assistance Program), Merck "K medicine" in treatment costs reached about 322,500 yuan, BMS's "O drug" as high as 222,400 yuan By contrast, the annual cost of treatment four domestic PD-1 monoclonal antibody in patients 10-12 ten thousand, more expensive than imports about 50% In addition, in November 2019, the letter of PD-1 (letter Dealey mAb) to enter the exclusive national medical insurance catalog, the annual cost of treatment of patients dropped to about 10 million indications + price war, PD-1 monoclonal antibody has been kicked off the first echelon competition, also followed behind a number of pharmaceutical companies have developed competing to declare, under attack around the state, companies have to accelerate the pace of strategic urgent .... strategic advantage, and quickly occupied the market speed up the processing time time is money, you step back one step ahead on the market to benefit patients, to seize the market Melanoma indications PD-1 (Terry Plymouth mAb) Jun real, that is, by priority to the review and Phase II pivotal clinical trial data declarations have been conditionally approved the listing of the fast, the first year on the market in 2019 sales reached 7.74 billion Henry PD-1 (Ka Ruili natalizumab) of liver cancer second-line, non-small cell lung cancer and esophageal cancer first-line second-line indication for listing also received priority review status Medicare insurance expensive patented medicine into the national health insurance directory, first of all, can significantly reduce the patient's own expense, to enhance the availability of drugs; in addition, corporate price for volume, sales channels fast break example letter PD-1 (mAb injection channel Chantilly), February 2019 landed in the domestic market, retail price of 7,838 yuan / 100mg, after the "3 + 2" PAP, annual treatment costs of about 188,000 yuan November 2019, exclusive entry into the national health insurance directory, Medicare paid price of 2843 yuan / support (2/21 days / course), valid for two years, the annual cost of treatment of patients dropped to 10 million individuals in Medicare reimbursement after treatment pocket costs 3-4 million Medicare insurance before its 2019 full-year sales 1.05 billion yuan, into the health insurance 2020Q1 cHL a mere indications, sales growth of 400 million yuan, while the same has cHL indications of Henry and Baiji Divine PD-1 monoclonal antibody approved late, missed the wave of opportunity speed up the listing clinical indications for first-line treatment of choice for first-line treatment, and then the second line, third line, the first-line indication can benefit more patients with more clinical value For example, the K on Merck drug, approved after three various types of non-small cell lung cancer indication for first-line drugs, BMS beyond Q2 2018 O-drug, 2019Q3 record single-quarter sales of $ 3.07 billion, while the O drug BMS also remained at $ 1.8 billion on domestic pharmaceutical companies, the Henry PD-1 has been approved second-line treatment of liver cancer indications, another big first-line treatment of types of cancer are also many indications already in twenty-three, look forward to this year's outbreak Finally, various pharmaceutical companies in R & D to accelerate the progress of the expansion of the sales force, etc have their own strategic plan, there are pharmaceutical companies have a global vision, such as Henry just a few days ago for $ 87.75 million to license its PD-1 project to CG company, the next market, surging, waiting for the emergence of more critical point, expect to benefit more patients .. editor: Meng Meng Disclaimer: This article represents the views only of the author, Chile does not mean that the drug network position, welcome in the comments section exchanges supplement; 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