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On February 04, 2021, Shishi Shiguibao released its 2020 results, the first since the completion of its acquisition of Celgene, which reported full-year revenue of $42.5 billion, up 63%;
the most noteworthy aspects of 2020: 1. Multiple myeloma as the representative of hematoma is already a very important area of Shishi Shiguibao, to nadamine, pomadamine, aza cells Glycosides and so on are representative varieties; in particular, lynamine, 2020 sales continue to be up 12%, standing at a peak of $12 billion, but 2022 will also face a patent cliff, generic drug shock will soon come; As the earliest explorer of tumor immunity, the early published clinical data of Ipimu monoanti and Navuliyu monoantitor revolutionized the researchers' basic understanding of tumor immunity; Batch melanoma, lung cancer, renal cell carcinoma and other 9 major adaptive disorders, but Odivo in the key adaptive non-small cell lung cancer expansion is not very smooth, sales growth momentum is insufficient, 2020 or even the first negative growth; The combination of Navuliyu monoantitor and Ipimu monoantigen is still actively exploring early cancer-assisted treatment options, which also gives new hope for future growth, with sales expected to grow again in 2021 and further introduction in this article; Navuliyu monoantigen and Ipimu monoantigen joint program to expand the first line of non-small cell lung cancer, Navuliyu monoantior for relapsed metastatic esophageal squamous cell carcinoma second line, pleblaspheral mesothelioma line, while a number of regulatory reviews are still under way; A new generation of cereblon immunomodulant CC-92480, the fat cardiomyopathy project mavacamten.
This article will not be confined to the content of the financial report, the key focus on the future market growth point of Shishi Shiguibao, respectively, introduced: 1. Navuliyu single anti/Ipimu single anti-tumor immune joint program; 2. Sales growth drivers in the next 5-10 years; 3.2021 worthy of project progress.
one. Navuliyu monoantimmune/Ipimu monoantigen is still the most successful tumor immunotherapy in the joint programme PD-(L)1 monoimmune, while CTLA4, represented by Ipimu monoantigen, is the second most successful tumor immune checkpoint.
is now a large breed of about $7 billion, and future growth depends on late-stage first-line indications and the expansion of early new adjulytic/assisted treatment options.
based on the data of Shishi Shiguibao and clinical trials, the author summarizes some of the most noteworthy clinical advances of Navuliyu monoanti/Ipimu monoanti.
Several representative projects and joint programmes have been selected here, and it is gratifying to note that 1. Navuliu single anti-CheckMate-816 is the first programme to confirm significant benefits in early stages of non-small cell lung cancer; Submit a listing application, ahead of other competitions; 3. United Ipimu monotherapy, is also expected to make a breakthrough in urethra skin cancer, hepatocellular carcinoma first-line therapy; 4.00 Meishi Shiguibao rely on bempegaldesleukin is also worthy of attention, and the future is also expected to have a breakthrough in melanoma postoperative assistance, first-line therapy and bladder cancer.
can expect that the Navuliyu monolith will still return to growth in 2021! Two. The driving force of sales growth in the next 5-10 years is the last 1-2 years, and the likes of Shishi Shiguibao Reblozyl, Breyanzi, Zeposia, Onureg and Inrebic have been approved for listing in the United States, while cell therapy BCMA-CAR T, deucravacitinib will also be approved in the near future, in which multiple sclerosis potential best-in-class varieties Zeposia and psoriasis drug deucravacitinib are of particular concern and will be a key growth point for the future of Shishi Shiguibo.
: The future of heavy bomb drugs in the field of autoimmune: Hundreds of times meishi Guibao acquired assets, fat cardiomyopathy breakthrough therapy three. 2021 Centennies Meishi Guibao's project progress Hundred Time Meishi Guibao important variety sales (millions of U.S. dollars)