From 8 PD-1/PD-L1 sales revenue in the first three quarters guess health care negotiations

Recently, the national health insurance catalog adjustment expert review results have been announced, next, will enter the most critical negotiation and bidding stage, and previously published through the form of the list of declared drugs, seven PD-1/PD-L1 have been included, also become one of the biggest points of view in the health care negotiations.
in last year's health care negotiations, only the PD-1 product, the commodity name Dabershu, entered the National Health Insurance Directory (Category B) with a 63.7% drop, and its pre-health insurance price was 7,838 yuan/100 mg. After the health care negotiations, the price was reduced to 2843 yuan / 100mg, the new price of Xindili single resistance and medical insurance reimbursement has been officially implemented from January 1 this year, to December 31, 2021, and then a new round of health care negotiations.
analysts said that the PD-1/PD-L1 entering the health care negotiations may be based on the decline and price of the Xindili monoanti, but also need to be combined with the product's own circumstances, such as research and development investment, approved adaptive disorders, the number of patient groups.
Health insurance market brought about by the product volume is undoubtedly attractive, to Xindili single resistance, for example, in the first three quarters of this year, its cumulative sales revenue of more than 1.5 billion yuan, according to this quarter-by-quarter growth trend, this year's revenue of more than 2 billion yuan has been unquestionable, compared to last year's annual sales of 1,015.9 million yuan, a full doubling.
So far, the domestic market has been listed 6 PD-1 (4 domestic, 2 imports), 2 PD-L1 (all imports), a few days ago, 8 products have announced the first three quarters of the year sales results, from their sales performance or licensing of the next health care negotiations dare to report the "floor price" snooping one or two.
In terms of imports, Keytruda is undoubtedly the biggest gold sucker," with sales up 21 percent to $3.715 billion, according to Pfizer's Q3 earnings report. Da's cumulative revenue in the first three quarters of 2020 has reached $10,387 million, up 31%, or more than $68 billion, far from that of its biggest rival, Opdivo, which generated about $34.1 billion in global sales in the first three quarters, completely out of line with Keytruda.
two imported PD-L1 products, AstraZeneta's Imfinzi (durvalumab, Duvaliyu monoanti) and Roche's Tecentriq (atezolizumab) earned about RMB9,759 million and $13.224 billion, respectively, in the first three quarters.
4 domestic PD-1 products are also a big gap, at present, in addition to Xindili single resistance of more than 1.5 billion, another more than 1.5 billion is Hengrui Pharmaceutical's Karelli Zhu single resistance, statistics show that its sales have reached 3 billion yuan, accounting for nearly 40% of the market share, there is a sound out, the performance has successfully surpassed Keytruda, become the king of domestic PD-1.
other related reports, Karelli Pearl single resistance recently announced down to 30,000 yuan / year, if the news is true, will inevitably bring greater pressure on other PD-1 products.
was followed by Tripley Single Resistance, which generated revenue of $726 million in three quarters, and Terre Zhuli Single Resistance, which generated $678 million in revenue.
In this case, it was possible to mention Tetrepri monoanti, which had been listed as the first domestically produced PD-1 halo, but due to the low number of approved adaptive disorders and the low number of patients with adhesives (only 2400 patients with local progress or metastasis melanoma after the failure of standard treatment in 2019), Ripley's single-resistance growth rate is not significant, but it has been trying to grab more markets, after Junshi Bio has said that in the future by other competition to significantly reduce prices, dealers or pharmacies launched preferential activities, the government to reduce the retail price of end-drug or products are included in the health insurance catalog and other factors, the company will be based on market conditions to develop price response strategies, Ripley single-resistance there is the possibility of further price reductions.
, New adaptations to the treatment of nasopharyngeal and urethroid cancer have also been submitted for market, and are expected to be approved in the first half of 2021.
Combined with the above, Keytruda and Karelli pearl single resistance growth is strong, Keytruda has a strong brand effect and the advantages of large cancer adaptations approved, Karelli pearl single resistance with its strong sales force and mature sales system, has been in the domestic medical institutions large-scale shop Open, it is reported that Hengrui Pharmaceutical PD-1 full-time sales staff is close to 2000 people, is twice the size of other sales teams or more, it can be expected that even if not included in the health insurance, Keytruda and Karelli Zhu single resistance days will not be sad.
Three other PD-1 products may be more likely to look to health insurance, resulting in rapid market volume, while the two PD-L1s may not be under as much pressure to be included because there is no competition from domestic products and a share of foreign markets.
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