Domestic CAR-T therapy has entered the "harvest period" one after another, and the sales volume in the first half of the year has varied greatly

【Pharmaceutical Network Market Analysis】CAR-T therapy belongs to cellular immunotherapy, which is a method
of treating tumors by using genetic engineering methods to modify patients' peripheral blood T cells in vitro, giving T cells the characteristics of targeting and recognizing tumor cell surface antigens, and transfusing them back into patients after in vitro expansion and culture.

Car-T therapy market potential is huge, there are currently 3 domestic CAR-T products that have been commercialized in China, and there are also many pharmaceutical companies such as Keji Pharmaceutical, Reindeer Biology, and Genxi Biology on the track to promote CAR-T related research and development
.

After the active layout of pharmaceutical companies, domestic CAR-T therapies have gradually entered the "harvest period", but from the sales volume of domestic CAR-T products that have been commercialized in the first half of 2022, the sales volume difference between products is huge
.

Among them, Fosun Kate, a subsidiary of Fosun Pharma, was approved for listing in June 2021, and Agironse Injection is the first CAR-T cell therapy product approved for marketing in China, and the approved indications are for the treatment of adult patients
with relapsed or refractory large B-cell lymphoma after receiving second-line or above systemic treatment.

According to the semi-annual report, as of the end of July 2022, there were
nearly 100 treatment centers for the product.

In addition, from the perspective of sales, in the first half of this year, the sales of Sidakiolensa reached 48 million US dollars, about 330 million yuan
.

In September 2021, WuXi Juno was approved to market car-T cell immunotherapy products for the treatment of relapsed or refractory large B-cell lymphoma in adult patients after second-line or above systematic treatment, and it is also the first CAR-T product
approved as a Class 1 biological product in China.

In the first half of the year, 77 prescriptions were issued for the product, and 64 patients were reintroduced
.

In terms of the number of hospitals, the company has completed training, trial operation and evaluation in 83 hospitals in China, and certified these hospitals as qualified for the use of Benoda
.

However, the product's revenue in the first half of the year was only 66 million yuan
.

In addition, CARVYKTI, a legendary biologics owned by Kingsley Biologics, was approved by the US FDA in February this year for the treatment of adult patients
with relapsed or refractory multiple myeloma who have previously received at least three treatments, including immunomodulatory drugs, proteasome inhibitors and anti-CD38 antibodies, and who have experienced disease progression for the last time.

As of June 30, 2022, net trade sales were generated for the quarter of approximately $24 million, or approximately $
162 million.

From the perspective of indications, Fosun Kai's Agironse injection is the same as The indications of Cida Kiolansai of WuXi Juno, and the approval time is relatively close, but the sales difference between the two is obviously larger, while the third domestic CAR-T therapy CARVYKTI has a relatively good life
.

Why? The analysis pointed out that the cost of cell therapy is often as high as one million yuan a needle, for pharmaceutical companies that have not yet had other commercial products, their current operating income may be far less than the invested sales costs, and pharmaceutical companies are generally facing the challenge
of cost reduction and efficiency.

CarvyKTI is a product that has been approved for listing overseas, and the commercialization work has been entrusted to the big pharmaceutical factory, and the sales channels are broad, and it is reasonable to obtain good results
.

In this regard, the industry believes that as far as the current payment capacity of domestic patients is concerned, in the short term, CAR-T therapy will go overseas or have a sales market, and domestic CAR-T therapy should accelerate the pace of
going global.

In China, how to promote the accessibility of CAR-T therapy is a difficult problem that all walks of life
need to pay attention to.

Many companies have been actively promoting this work, such as Fosun Pharma's continuous improvement in CAR-T production technology, continuous optimization of production and technology, hoping to reduce costs as much as possible and serve more patients
.

WuXi Junuo mentioned that it will continue to work with innovative payment platforms, which are able to provide installment services or mortgage loans to potential recipients of Benoda as a means of
treatment.

At the same time, we will continue to strengthen the multi-level medical security system and reduce the burden
on patients who are eligible for Benoda treatment.

Disclaimer: In no event shall the information or opinions expressed herein constitute investment advice
to any person.