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Whether the track is good or not depends on the actual revenue
.
At present, more than 10 ADC drugs have been listed in the world.
Judging from the published sales data of 11 kinds, the total sales in 2021 will be 5.
25 billion US dollars, and the market is still under cultivation
.
Homemade Light, Rongchang Bio’s ADC drug, Vidicitumumab, was approved for listing in China on June 8 last year.
According to the 2021 financial report, it sold 84 million yuan in about half a year and entered the global top 10 cohort
.
The No.
1 company is Roche's Kadcyla (trastuzumab), with revenue of 1.
982 billion Swiss francs ($2.
132 billion) last year, up 16% year-on-year
.
Adcetris (Velbutuximab), jointly developed by Seagen/Takeda, ranked second with a combined revenue of $1.
1 Japanese Yen = $0.
008122; 1 Swiss Franc = $1.
0758; 1 Chinese Yuan = $0.
1573
Adcetris (brentuximab vedotin), which has been approved by regulatory authorities in more than 70 countries and was approved in China in May 2020, for the treatment of relapsed or refractory systemic anaplastic large cell lymphoma (sALCL) or Adult patients with CD30-positive Hodgkin lymphoma (HL)
.
Takeda has co-developed ADCETRIS with Seagen and has commercialization rights outside the United States and Canada
Seagen disclosed in its annual report that revenue last year was $706 million, an increase of 7% year -on-year
.
.
In the fiscal year ending March 31, 2021, Takeda’s revenue of ADCETRIS was 59.
4 billion yen.
In the latest financial report, Takeda expects the revenue to reach 69 billion yen in the fiscal year ending March 31, 2022 ( $560 million), a year-on-year increase of 16%
.
Kadcyla and Adcetris are mature ADC drugs with relatively early market time, and currently have an absolute advantage in the market
.
A rising star, Daiichi Sankyo/AstraZeneca's Enhertu has revenue of nearly 500 million US dollars (61.
2 billion yen is expected in the financial report), a year-on-year increase of 103%, and may become a blockbuster of 1 billion US dollars in the future
.
Enhertu's 2021 sales in Japan will be 10 billion yen ($81 million), and revenue in other regions will be 51.
According to Yaorongyun data, on March 21, 2022, AstraZeneca/Daisankyo's ADC drug Enhertu was declared for listing in China