Domestic Infliximab is on the market, the autoimmune field is intensified

On July 14, NMPA issued an approval document.

As a classic TNF-α inhibitor, Infliximab has been around for more than 20 years.

"Deteriorating" class

Infliximab antigen was researched as Johnson & Johnson, the trade name is Leike, and it was approved by the FDA and EMA in 1998 and 1999 to be marketed.

After its listing, Leike's sales have soared all the way and peaked in 2014

Leike global sales (100 million U.

Data source: Johnson & Johnson Financial Report

In 2006, Leike went public in China

Leike domestic sample hospital sales (ten thousand yuan)

Data source: Wind Medical Library

With the approval of domestic infliximab, Leike is facing increasingly fierce competition in the domestic market

"The sudden emergence" of Xiu Mei Le

Medical people are certainly no strangers to Xiumile

But in China, Xiu Meile's performance is exactly like a discouraged ball

In November 2019, Xiumile and Leike were included in the medical insurance

Sales of domestic sample hospitals of Xiu Meile (ten thousand yuan)

Data source: Wind Medical Library

Although 2020 is the first year of Xiu Meile's domestic counter-attack, the successive listing of adalimumab biosimilar drugs has brought many variables to this track

In the realm of self-improvement

With the successive price cuts of Xiu Mei Le, Leike and Enli, the domestic self-immunity field has become a fierce battle

However, when Xiu Meile and Leike were included in medical insurance in 2019, Yisaipu felt the pressure, so it took the initiative to "break the wrist" and chose to sharply lower the price to consolidate the market

Domestic TNF inhibitor sample hospital market sales (ten thousand yuan)

Data source: Wind Medical Library

The melee in the TNF market is still continuing, and the successive entry of new players such as interleukin inhibitors, JAK inhibitors and other drugs has intensified the competition on this track

The bloody and cruel price war is being staged in the field of self-immunity, which inevitably makes people think about the future changes in the tumor field