How to divide the “ten billion cake” of the fourth domestically-made bevacizumab biosimilar drug approved?

On June 22, Hengrui Medicine's bevacizumab biosimilar was approved in China for the indications of metastatic colorectal cancer and advanced, metastatic or recurrent non-small cell lung cancer

The original drug of bevacizumab (trade name: Avastin) was developed by Roche.

Since it was approved for marketing in 2004, Avastin has been approved worldwide for the treatment of colorectal cancer, breast cancer, brain cancer (glioblastoma), kidney cancer, cervical cancer, ovarian cancer, non-squamous non-small Cell lung cancer and many other cancers

In China, Avastin first entered China in 2010, it has been approved to treat metastatic colorectal cancer, non-small cell lung cancer, glioblastoma, hepatocellular carcinoma

As one of the three giants of Rochezumab (trastuzumab, bevacizumab and rituximab respectively), the drug has dominated the sales list for many years.

According to the Frost Sali report, starting from 2019, the sales revenue of China's bevacizumab biosimilar drug market is expected to grow at a compound annual growth rate of 343.

01 Qilu Pharmaceutical - price, policy both hands

Qilu Pharmaceutical's Encore was approved for marketing in China in December 2019.

In July 2017, the online price of Roche Avastin in Jiangxi was 5,223 yuan/bottle.

The Medical Insurance Bureau’s document No.

After the listing of Avata, relying on its price advantage and marketing strategy, it is quickly eroding the Avastin market

02Cinda Bio: find another way and start a new journey to sea

In June 2020, Cinda Bio's bevacizumab biosimilar drug Dyotong was approved for marketing in China, priced at 1188 yuan/100mg.

With the opening of the era of cooperation in international innovative drug research and development, the integration of China and the world continues to increase, coupled with fierce domestic competition, domestic pharmaceutical companies producing bevacizumab have begun to plan ahead, and there are more and more overseas models.

In January 2020, Cinda authorized Coherus BioSciences with its commercialization rights in the United States and Canada

On January 19, 2021, Cinda Biotech announced that it has signed a cooperation agreement with Indonesian biotech company PT Etana Biotechnologies Indonesia (Etana), granting the latter an exclusive license for Dyotong in Indonesia.

03 Green Leaf Pharmaceutical: County aimed at the domestic market

In May 2021, the bevacizumab biosimilar developed by Luye Pharmaceutical's subsidiary Boan Biotechnology, Boyouno, was officially approved by the NMPA for the treatment of advanced, metastatic recurrent non-small cell lung cancer and metastatic colorectal Cancer, became the third domestic bevacizumab biosimilar drug

Due to changes in the domestic pharmaceutical environment, the county market has also become a territory for many pharmaceutical companies to compete for

AstraZeneca is in a leading position in the county market in China.
It is understood that as of the end of April 2021, AstraZeneca has a team of 4,000 people in the county market.
It has a professional oncology product market sales team and rich local commercial operation capabilities.
And extensive market coverage
.

This time, Luye Pharma chose AstraZeneca, which is in a leading position in the county market in China, and combined with its own advantages, it is expected to seize the domestic market share before the subsequent competitors go public
.

Quick entry and wide coverage are the "keynote" of Boyouno's commercialization
.
It is understood that from the announcement of the approval to the first batch of goods, Boyouno used 10 days to supply products in more than 50 cities across the country; on the 6th day after cooperating with AstraZeneca, the drug was sold at the county level in more than ten counties.
The hospital completed the first order
.

In addition to the four biosimilars of bevacizumab that have been listed above, there are Bevacizumab of Bevacizumab, Bida, Biotech, Toyao, and Fuhong Hanlin are in the market application stage.
Hualan Biological, Kangningjie A variety of bevacizumabs such as Rui, Teruisi, Chia Tai Tianqing, Jiahe Biological, etc.
are in the clinical stage.
In the future, competition on this track is expected to be very fierce
.

In addition, with regard to the relevant trends of the National Medical Insurance Administration, it is currently studying the policies related to the centralized procurement of biological products.
Biological analogues are not a forbidden area for centralized and volumetric procurement.
Considering the similarity of biological analogues, the stability of the company’s production capacity and the supply chain, Based on the clinical substitutability of specific products and other factors, centralized procurement will be carried out in a timely manner
.
In the future, the price of the drug market will be further reduced, and the battle for the market will start soon
.
The research and development speed and commercialization capabilities of a pharmaceutical company will determine how much it can share in this "ten billion cake
.
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refer to:

1.
Retrieved Jun 22, 2021,

from https:// CPT sampling data from January to October 2020;

3.
https://