Global oncology drug giants ranked TOP10 in 2020

In 2020, tumor is still the most lively track for new drug R&D in the world.

Tumor is also the drug market that attracts the most money and is the last to pay attention to.

NO.

Eli Lilly ranks among the TOP10 in oncology business the most dependent product is the old drug Alimta (pemetrexed), which has been on the market for 17 years, and there will still be a 10% growth in 2020.

Verzenio is the third CDK4/6 inhibitor to be marketed in the world.

Oncology is the direction of Lilly's key investment in recent years.

In 2020, Eli Lilly's oncology business revenue was US$5.

NO.

AbbVie’s most prominent label is the King of Medicine Humira.

Imbruvica and Venclexta are two core products of AbbVie in the field of oncology, both of which are first in class.

In 2020, AbbVie's oncology business revenue was US$6.

NO.

The two products with the highest revenue in Amgen's oncology field are Xgeva (desulumab, denosumab) and Kyprolis (carfilzomib), with a combined contribution of US$2.

Amgen’s oncology business is in urgent need of blockbuster innovative products.

In 2020, Amgen's oncology business revenue was US$8.

NO.

Thanks to its portfolio of innovative products and biosimilars in breast cancer, non-small cell lung cancer, gastric cancer, ovarian cancer, renal cell carcinoma, and hematological malignancies (including leukemia and lymphoma), Pfizer's oncology business in 2020 Revenue was 10.
867 billion U.
S.
dollars, an increase of 21% year-on-year, accounting for 25.
93% of the company's total revenue.
Among them, the CDK4/6 inhibitor Ibrance sales revenue was US$5.
392 billion, and Xtandi (Enzalutamide) brought in cooperation revenue of US$1.
024 billion, a year-on-year increase of 22%.

Biosimilar drugs have also contributed to the growth of Pfizer's oncology business, with Ruxience (rituximab) and Zirabev (bevacizumab) bringing together US$310 million in revenue.

A slight challenge to Pfizer is that although Ibrance’s revenue exceeded $5 billion in 2020, its growth rate has also fallen from 20% in 2019 to 9%, mainly due to the challenge of Eli Lilly Absili (+57%) .
Pfizer needs to find the next fast-growing product.
Fortunately, Lorbrena will achieve nearly 80% growth in 2020, with sales reaching 200 million US dollars, which is quite exciting.
In addition, in addition to cooperating with Merck to develop avirulumab globally, Pfizer also cooperated with CStone Pharmaceuticals in China to develop another PD-L1 antibody sugarizumab.
It has submitted a marketing application and is Pfizer’s role in tumor immunotherapy.
Competitive hands in the field.

NO.
6 AstraZeneca

In 2020, AstraZeneca's oncology business revenue will continue to maintain rapid growth, with the scale exceeding US$10 billion for the first time, reaching US$11.
455 billion, accounting for 43% of its global revenue.

There are several strong products in AstraZeneca’s tumor pipeline, including the third-generation EGFR inhibitor Tagrisso (osimertinib), PD-L1 monoclonal antibody Imfinzi (duvalizumab), PARP inhibitor Lynparza (olaparib) ), the growth rates are all above 35%, and the total contribution is 8.
146 billion US dollars.
The BTK inhibitor Calquence (Acatinib) also achieved heavy volume in 2020, creating revenue of US$522 million.

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At present, the oncology business is already AstraZeneca’s largest business, and it is foreseeable that the volume of its oncology business will continue to expand rapidly, including the blockbuster HER2 ADC drug Enhertu (DS-8201) acquired from Daiichi Sankyo.
In the first year of listing, it sold 200 million U.
S.
dollars and brought AstraZeneca a net profit of 94 million U.
S.
dollars.
Given Enhertu's excellent performance in multiple indications, sales revenue is expected to continue to increase rapidly; Koselugo, the first new pediatric fibroma drug Metinib, MEK inhibitor) has achieved sales revenue of US$38 million in 8 months; Tagrisso's first-line and second-line indications are all covered by medical insurance in China, and domestic sales revenue is bound to increase again in 2021.

NO.
5 Johnson & Johnson

In 2020, Johnson & Johnson's oncology business revenue was US$12.
367 billion, accounting for 27.
1% of its entire pharmaceutical business segment.
Darzalex and Imbruvica maintained strong performance and are the two leading products of Johnson & Johnson's oncology business.
Among them, Darzalex (daratumomab) increased by nearly 40%, while Imbruvica (Ibruvica) is still in a state of expansion.
The two varieties have contributed more than US$8 billion in revenue to Johnson & Johnson, which is important for Johnson & Johnson's oncology field.
The market position is crucial.

Johnson & Johnson also has generic drugs represented by Zytiga (abiraterone) and Velcade (bortezomib), which will bring a total of 2.
8 billion U.
S.
dollars in sales in 2020, although these two former star drugs face generic competition and sales The amount will continue to decline; however, Johnson & Johnson’s innovative products can better fill the position.
Erleada (apatamide) will bring Johnson & Johnson $760 million in revenue in 2020 with a growth rate of 128.
9%; EGFR/MET that has attracted much attention The bispecific antibody Amivantamab submitted to the FDA a marketing application for the treatment of advanced NSCLC with EGFR exon 20 insertion mutation based on phase I clinical data in December 2020.
These two products are expected to become the new pillars of Johnson & Johnson's oncology business in the future.

NO.
4 Novartis

Novartis's 2020 revenue from oncology business was US$14.
711 billion, accounting for 30.
2% of its pharmaceutical business revenue, an increase of 2% year-on-year, which is the lowest growth rate among TOP10 companies, and it is likely to be surpassed by Johnson & Johnson next year.

The downturn of Novartis's oncology business is mainly due to the fact that imatinib has not established a new core product after it fell off the patent cliff.
There are a large number of oncology drug products on the market, but the overall performance is relatively balanced.
The highest sales volume is Tasigna, which was launched in 2007.
(Nilotinib), which is 1.
948 billion US dollars (+4%).
The second is the Tafinlar+Mekinist combination, which brings Novartis to $1.
542 billion in revenue.

The sales of Afinitor (everolimus), Gleevec (imatinib) and Votrient (Pazopanib) have been declining in recent years.
In 2020, Novartis will bring $2.
906 billion in revenue.
The CDK4/6 inhibitor drug Kisqali (ribociclib) increased by 43%, with revenue of US$687 million, which was far from satisfactory.
The sales of CAR-T product Kymriah were severely affected by COVID-19 in 2020, but it still achieved a high double-digit growth of 68%, reaching $474 million, which is a growth driver that Novartis is looking forward to.

Among the newly launched products in 2020, the oral MET inhibitor Tabrecta (camatinib) is used to treat adult metastatic non-small cell lung cancer (NSCLC) with a skip mutation in exon 14 of MET, which is expected to bring new sales to Novartis Growth is worthy of attention.
Among the late-stage pipeline products, the Bcr-Abl allosteric inhibitor Asciminib is significantly better than bosutinib in the treatment of chronic phase Ph+ chronic myeloid leukemia, and it is expected to solve the drug resistance and intolerance caused by the later-line CML treatment plan.
Novartis’s new additions.

NO.
3 Merck

In 2020, Merck’s oncology business revenue was US$15.
83 billion, accounting for 36.
8% of its pharmaceutical business segment revenue.
Merck’s oncology business revenue can be said to be tied to Keytruda, of which 14.
38 billion US dollars came from Keytruda’s commercial sales revenue, and the rest was obtained through the cooperation of Keytruda with Lynparza (olaparil) and Lenvima (lenvatinib).
Share income.

Whether it is a business myth or a single product, Keytruda's market performance has undoubtedly brought considerable cash flow to Merck, allowing Merck to have the funds to lay out the future.
On the one hand, Merck’s R&D investment in 2020 is the highest among all pharmaceutical giants, reaching US$13.
558 billion, which is equivalent to almost all of the K drug’s one-year sales revenue for research and development; on the other hand, Merck’s R&D investment has increased since the end of 2019.
Proactively seek transactions, investments and acquisitions for project reserves, including the acquisition of ArQule for US$2.
7 billion, the introduction of ARQ 531, a candidate drug for the treatment of B-cell malignancies, and entry into the field of hematoma; the acquisition of clinical-stage biopharmaceutical companies for US$2.
75 billion in cash VelosBio introduced the antibody-conjugated drug VLS-101 targeting ROR1; acquired Onco Immunology with a cash advance of US$425 million to expand the immuno-oncology drug candidate pipeline; reached a US$4.
2 billion strategic cooperation with SeaGen on ADC drugs; passed Acquired Themis to develop vaccines and immunomodulatory therapies against infectious diseases and cancer.
.
.
etc.

Keytruda's growth rate in 2020 is still as high as 30%, and the probability of breaking through 20 billion US dollars is high.
This will not only allow Merck's oncology business to continue to expand, but also create conditions for Merck to continue to strengthen its dominant position in oncology.

NO.
2 Roche

Roche has always been the largest giant in the oncology drug market, but it will have to rank second in 2020.
The merger of BMS and Celgene is an external factor, and Roche's own products are facing upgrading is the core reason.
The old "troika" Avastin, Herceptin, and Rituxan have been affected by the impact of biosimilar drugs and the epidemic has led to a decline in the prescription rate.
In 2020, the total revenue was only 12.
947 billion Swiss francs, a decrease of 5.
8 billion Swiss francs compared to 2019, a year-on-year decrease of 30 %.
This also resulted in Roche's 2020 oncology business revenue of 23.
323 billion Swiss francs, accounting for 52.
4% of its pharmaceutical business revenue, a year-on-year decline of 10%, and the only decline among the 10 giants.

However, Roche's product accumulation in the field of oncology is still very deep.
In the field of macromolecular tumor drugs, Perjeta, Tecentriq and Kadcyla have all achieved different degrees of increase, and they are becoming Roche's new "troika".
In the field of small molecules, the ALK inhibitor Alecensa (alectinib) will also achieve a 40% growth in 2020, reaching 1.
160 billion Swiss francs; Rozlytrek (Entratinib) is also in the stage of market penetration, and the future is worth looking forward to.

Medicines have a normal life cycle.
Roche still holds a leading position in the oncology drug market by virtue of its solid family reserves.
There are also many advanced cutting-edge products in the research product reserve, including TIGIT monoclonal antibody Tiragolumab, CD20/CD3 dual specificity Antibodies Mosunetuzumab and Glofitamab, ER degradation agent Giredestrant, PI3Kα inhibitor Taselisib and Inavolisib, Akt inhibitor ipatasertib and so on.

NO.
1 Bristol-Myers Squibb

At the end of 2019, BMS completed the acquisition of Celgene, which is equivalent to directly loading a tumor drug ammunition library.
Although Opdivo (Navulumab) did not reach Keytruda in the market competition, its performance declined for the first time, but it owned Revlimid (come to that).
After the combination of luxury oncology drug products such as Dolamide, Pomalyst, Sprycel (Dasatinib), Yervoy (Ipilimumab), Abraxane (Albumin Paclitaxel) and Empliciti (Elotuzumab), BMS- It has become the leader of the global oncology business, with sales revenue of 28.
419 billion US dollars in 2020, accounting for 66.
84% of the company's overall revenue, and a year-on-year growth of 118.
4%.

Revlimid has become the new top brand of BMS, with annual sales reaching 12.
106 billion US dollars.
Together with Opdivo (nivolumab)'s 6.
992 billion US dollars, the two contributed approximately 19.
1 billion US dollars to BMS.

However, whether BMS can sit firmly in the top spot in the oncology business is still a question.
On the one hand, there is not much difference between Roche’s 23.
323 billion Swiss francs (total US$27.
99 billion) and BMS’s revenue.
On the other hand, BMS’s multiple oncology products are also facing extensive competition, and there are many uncertainties in performance growth.
Revlimid is already facing competition from generic drugs in China, and will lose the exclusive protection of the U.
S.
market after March 2022, and sales revenue will inevitably face a sharp decline; O drugs are divided and cannibalized in the PD-1/PD-L1 track.
Under the circumstances, it is not easy to maintain stable performance in the future.
Abraxane (albumin paclitaxel) has missed the domestic production volume in 2020, and there are more and more competitive products.
It is still unclear how much Yervoy (ipilimumab) can increase.

In terms of performance benefits, BMS was approved to market the second CAR-T cell therapy Breyanzi (lisocabtagene maraleucel) in 2021.
Its excellent treatment data in lymphoma and CLL/SLL is expected to bring new benefits to BMS Growth momentum; BMS has another CAR-T cell therapy, bb2121 (idecabtagene vicleucel), which is also in the market application stage.