Hengrui is fully fired!

Author: Linglong

Recently, Hengrui Pharmaceuticals, the “innovative drug brother”, has frequently issued news: 3 new class 1 drugs have entered the new medical insurance, SHR8554, SHR8008, and SHR8058 will soon be reported for production.

Five innovative drugs sold well over 10 billion, and three Class 1 new drugs entered the new medical insurance

After years of deployment, Hengrui Pharmaceutical's innovative drugs have entered a harvest period

According to data from Minai.

Sales of Hengrui Medicine's Listed Innovative Drugs

Note: Use * to represent less than 100 million yuan

Source: Minet database

The 3 Class 1 new drugs approved after 2020 will participate in the 2021 national medical insurance negotiations, and all of them have been successfully selected

In the new version of the National Medical Insurance Catalogue released on December 3, Hengrui has 9 products included, of which 3 new class 1 drugs, 1 first copy are included for the first time, 1 new drug has new indications, and 2 new drugs are continued About products

Hengrui Medicine's products included in the new version of medical insurance

Source: National Medical Insurance Bureau official website

"License-in" speeds up again, 81 new class 1 drugs dominate the screen

On November 21, the cooperation between Hengrui Pharmaceuticals and CStone Pharmaceuticals attracted widespread attention in the industry

CTLA-4, PD-1 and PD-L1 are collectively called the "three treasures" of tumor immune drug development targets, and they are the basic components of mainstream tumor immunotherapy

Since the beginning of this year, Hengrui Medicine has announced at least 4 cooperative projects, and the introduction of innovative drugs (mainly biological drugs) in the same category, such as Tianguangshi’s MIL62, is the first domestically produced product to enter III clinical trials.

License-in issued by Hengrui Medicine since 2019

Source: Listed company announcements, Minet.

From independent research and development in the past to the successive introduction of innovative drugs, from the full cost of R&D investment to the capitalization of R&D investment.

According to data from Minai.

Hengrui Medicine is developing innovative drugs

Source: China Drug Clinical Trial Publicity Library of Meinenet

From the perspective of R&D progress, 11 new drugs have been/will be declared for marketing (the highest R&D progress, the same below).

From the perspective of the treatment field, 108 innovative drugs involve more than ten treatment categories, covering all aspects, multiple diseases, and multiple organs, focusing on anti-tumor, nervous system (pain, depression, Parkinson, etc.

From the perspective of therapeutic targets, Hengrui Medicine has deployed global popular targets and cutting-edge therapies, such as PD-1/PD-L1, BTK, CDK4/6, JAK, etc.

The first review of 22 varieties, the first imitation of 16 varieties

On November 13, Hengrui Medicine announced that the company's 4 generic drug tafluprost eye drops was approved for production, which was the first imitation in China

At present, Hengrui Medicine has 47 varieties passed or deemed to have passed the consistency evaluation, covering 12 treatment categories, focusing on anti-tumor and immunomodulators (12 varieties) and neurological drugs (9 varieties); from the distribution of dosage forms See, section 21 containing injection, controlled release formulations, paragraph 4, paragraph 2 inhalant, eye drops, paragraph 1

Hengrui Medicine's over-assessment situation

Note: with * is the first review, ** is the exclusive review

Source: Meinenet MED2.
0 Chinese Drug Evaluation Database

The first/exclusive review of 22 varieties, including celecoxib capsules, glycopyrrolate injection, esketamine hydrochloride injection, abiraterone acetate tablets, temozolomide for injection, dexmedetomidine hydrochloride sodium chloride Injections, tolvaptan tablets, tafluprost eye drops, mycophenolate sodium enteric-coated tablets, azilsartan tablets and other varieties are the first imitation + first review
.

Among the new classifications of Hengrui Pharmaceuticals reported for the production of generic drugs, 16 have not been approved for the first imitation (including the first dosage form)
.
Many products are sold in other dosage forms in China.
It can be seen that dosage form improvement is one of the company's key research and development directions
.

Hengrui Pharmaceutical's new classification is reported for production and there is no product approved for the first imitation

Source: Meinenet MED2.
0 Chinese Drug Evaluation Database

The 7 varieties are exclusively reported by Hengrui Medicine under the new classification, involving liposomes (bupivacaine liposome injection), oral dissolving membrane (ondansetron oral dissolving membrane), sustained and controlled release preparations (tac Moss sustained-release capsules) and other high-end preparations
.

Source: Mi Nei.
com database, public company announcements, etc.

Note: Meinenet China's urban entity pharmacy terminal competition pattern database is an enlarged version of the urban entity pharmacy database that covers 293 cities and above cities across the country (excluding county and rural entity pharmacies), and continuously monitors all categories
.
The above sales are calculated based on the average retail price of the product at the terminal
.
Statistics are as of December 6, if there are any omissions, please correct me!