Chinese pharmaceutical companies challenge the global TOP10 tumor drugs! Who are the real gold nuggets, such as Hengrui, Fosun, and Kelun?

This is a huge market with RMB over 100 billion Under the trend of clear policy, who can seize the opportunity, who is the real gold digger in the future When Chinese patients buy prescription drugs across the border, it's back on the table! How serious is it? China's Consulate General in Osaka, Japan, issued a special note to remind: beware of the risk of illegal trading of prescription drugs The cause of the incident is that recently the Chinese Consulate General in Osaka has dealt with a number of cases in which Chinese citizens were detained by Japanese police for suspected illegal trading of prescription drugs, and the involved persons may face fines, detention and other penalties In fact, cross-border drug purchase has not been a rare thing for a long time In May, e-drug manager magazine launched a series of reports, China's black market drug purchasing survey, which found that not only Japan, the United States, the United Kingdom and other mature markets where new drugs first appear on the market, but also India, Bangladesh and other large countries of generic drugs are the favorite places for Chinese patients, and whether it's self purchase or purchasing for others, anti-cancer drugs are an important goal The reason for this is very complicated But basically, there are two reasons: first, the relevant anti-cancer drugs have not been listed in China; second, the anti-cancer drugs have been listed in China but can not be used by patients In the face of this situation, all levels of the state have taken measures to solve the problem No matter tariff exemption, accelerated examination and approval, or even medical insurance, they have already taken action But more importantly, the state has started to promote the policy-making of parody, encourage pharmaceutical enterprises to initiate patent challenges for tumor drugs, give preferential treatment for exclusive period, or even directly enter medical insurance According to e drug managers, the investigation and investigation of this situation has begun, and the drug regulatory department has started to publish a catalog of some global expired patent drugs Therefore, for the whole Chinese market, local tumor generic drugs are ushering in greater benefits, and whoever arranges ahead of time is likely to shine in the next development So, how big is China's tumor drug market? Which enterprises are the real gold diggers? Hengrui, who has achieved rapid development by arranging tumor drugs in advance, has enjoyed various dividends Who will have more potential in the next cancer war? 1 the world's top 10 cancer drugs have always been in China, and the huge market space for cancer drugs is not a matter of doubt IMS data shows that the growth of the global anti-tumor drug market continued to rise from 2011 to 2016, with the sales volume exceeding USD 90 billion in 2016, up 15.5% year on year In the same year, the domestic market scale of anti-tumor drugs also reached rmb124.4 billion, up 9.3% year on year Not long ago, lgeahub, a well-known pharmaceutical consulting company, also released the list of the world's best selling drugs in 2018 Among the top 15 best-selling drugs, 6 are anti-tumor drugs Among them, opdivo of BMS and lenalidomine of new group have also maintained a very considerable market growth in recent years In January 2018, Gen released the top 10 list of the world's best-selling anticancer drugs according to the sales data in the first three quarters of 2017 Among them, new base's rifomer (lenalidomide) ranked first with sales of US $5999 million This is a new generation of oral immunomodulatory drug, which is the first choice of treatment guidelines for multiple myeloma It was listed in the United States in 2005, and the original research drug was approved to be listed in China in 2013 According to the current domestic competition pattern, apart from the original research, only lenalidomide capsule produced by Shuanglu pharmaceutical industry is available But the market space is huge It is predicted that there are more than 100000 patients with multiple myeloma in China, and the annual number of new cases is about 20000, which brings a market space of up to 7.5 billion yuan As a result, Qilu pharmaceutical and Zhengda Tianqing are also applying for the product, and have entered the stage of application for listing for trial Sales are closely followed by Rodriguez's three cancer drugs, rituximab, Herceptin and Avastin These three drugs are already the most familiar faces in the domestic market, especially after the national health insurance catalog adjustment in 2017, Roche's three drugs are all listed in the health insurance catalog But it is precisely because it has always performed well in the global market, and the enthusiasm of domestic enterprises for these three drugs is also the highest Not long ago, rituximab injection (bioequivalent) of Shanghai Fuhong Hanlin, a subsidiary of Fosun Pharmaceutical, announced the completion of phase III clinical trials However, rituximab of Cinda biological and Shenzhou cell engineering has been used in phase III clinical trials In addition, there are nearly 20 local drug companies that conduct clinical trials on rituximab alone In contrast, the progress of trastuzumab is a little backward, but the competition is also very fierce At least, the clinical approvals are obtained by Anke biology, Fuhong Hanlin, Wanle pharmaceutical, Haizheng pharmaceutical, Qilu pharmaceutical, Hualan gene, etc., while the biological analogues of trastuzumab of Fuhong Hanlin have entered phase III, and the rest are still in the early clinical stage The status of bevacizumab was similar In March, Hengrui medicine announced that it was about to launch phase III clinical trial of bevacizumab In addition, dozens of enterprises, such as Qilu pharmaceutical, Xinda biology and Beida pharmaceutical, have also obtained the clinical trial approval documents of bevacizumab injection and its similar products, and the indications are mostly non-small cell lung cancer Pefigeristine (pegylated recombinant human granulocyte stimulating factor) ranked fifth with $3.864 billion in sales This is a kind of drug mainly used for neutropenia caused by bone marrow transplantation, cancer chemotherapy and other reasons At present, there are two kinds of drugs on the market in China, which belong to Baike biopharmaceutical group and Qilu Pharmaceutical Group Recently, Hengrui pharmaceutical's polyethylene glycol recombinant human granulocyte stimulating factor injection (19K) has also been approved for marketing In the sixth place is nambumab, whose trade name is probably more familiar than this This is the world's first approved PD-1 inhibitor developed by BMS In November 2017, BMS has submitted the marketing application of the drug in China, and has become the first PD-1 drug in China to submit the marketing application In fact, keytruda, the original product of MSD, also ranks eighth in the list of PD-1 drugs The domestic enthusiasm for the research and development of PD-1 drugs is undoubtedly high The listing application of Xindi monoclonal antibody ibi308 of Xinda biopharmaceutical is in the waiting stage; Hengrui and Baiji Shenzhou have entered the late clinical stage; more than ten other enterprises are in the early clinical stage At the same time, in addition to BMS, foreign enterprises such as Merck, Roche, AZ, etc currently have PD-1 / PD-L1 drugs in China to carry out phase III clinical trials Ebtini (trade name: Yike), which is in charge of the mainland market sales by Xi'an Janssen, ranked seventh with a sales volume of US $3.236 billion, with a year-on-year increase of 45.4% But at present, there is no domestic product in the domestic market It is reported that ibotinib preparations from about 10 enterprises are in the early stage of clinical research Located in the ninth place, the pabosini developed by Pfizer, with the trade name of ibrance, has not been officially launched in China, and the clinical research is also in the early stage According to the information of drug clinical trial registration and information publicity platform, at present, there is only one clinical stage I and one clinical stage III of Pfizer in China, and the indication is breast cancer At the bottom of the list was bortezomi (trade name: Vanke), but even so it contributed $1.78 billion in sales in the first three quarters of 2017 At present, bortezomib for injection of Janssen cilag (J & J subsidiary) is the imported drug approved for listing in China, while two domestic drugs are Jiangsu Haosen and Qilu pharmaceutical In fact, from the perspective of drug research and development in recent years, the innovation power of Chinese local drug companies has begun to manifest, and anti-tumor drugs are an important driving force According to the analysis report of Zheshang securities, from the perspective of the number of three clinical trials in four years from 2014 to 2017, the growth rate has been relatively stable, maintaining more than 60 This shows that the number of new drug research and development in China will rise rapidly in the future According to the experience of foreign clinical drug trials, from 2018 to 2020, there will be nearly 30 new drugs on the market every year in China, among which anti-tumor drugs will be the main one At present, the domestic enterprises that have the ability and are already in the layout of such drug research and development have begun to appear, such as Hengrui pharmaceutical, Fosun Pharmaceutical, Beida pharmaceutical, Kelun pharmaceutical, Kanghong pharmaceutical, etc These enterprises have a wealth of products in research reserves, in order to achieve the curve overtaking At present, we can see from the list of pipeline of anticancer drugs under development in some domestic pharmaceutical industry (data source: yaodu.com and Zheshang securities), these enterprises have begun to layout in multiple targets and different indications Although there is still a certain strength gap between domestic enterprises and transnational pharmaceutical enterprises in all aspects of development, to grasp the new round of innovative drug development cycle driven by anti-tumor drugs will be the key for domestic pharmaceutical enterprises to overtake foreign pharmaceutical enterprises in a detour.