PD-1 health care negotiations dust settled: the price results are secretive and capacity is better than the rest of the world

On December 16th, the PD-1/PD-L1 health-care negotiations finally settled in a tense, cold atmosphere, prelude to the stock market movement.
The outcome of the negotiations, secretly announced according to a number of media reports waiting outside the negotiating site, this year's health care negotiations did not appear in 2019 soul cut price atmosphere, this year's negotiations in five groups of simultaneous, each group of about 5 people, mostly from local health care institutions, enterprises can send 3 people to participate in each negotiation time in about half an hour.
business people involved in the negotiations said there could be two rounds of negotiations: after the first offer, the health-care bureau's negotiating team could open the secret envelope price, know the agency's "floor price" and calculate the data on the spot;
the second round of drug prices within 15%, enterprises are eligible to continue to talk, otherwise they will be directly out.
on the outcome of the final negotiations, the enterprise negotiators left the scene was also silent, did not disclose to the media.
Pharma Rubik's Cube called the relevant enterprises to inquire about the outcome of the negotiations, the other side said that by the signing of a non-disclosure agreement with the Health Insurance Bureau, participating enterprises temporarily need to keep the results of the negotiations confidential, such as the official unified disclosure of pharmaceutical companies can be announced.
the afternoon and night of the 16th, news of the PD-1 negotiations and the outcome of the various networks flowed.
comprehensive multi-party report combing, the mainstream saying is that there are two domestic enterprises PD-1 quotation is 30,000 / year, 37,000 / year, Merca East K drug minimum offer is about 100,000 / year.
, Hengrui PD-1 dropped by more than 80% and 4 adaptive disorders were all included in this health insurance directory.
four multinational drug companies, Mercado, AstraZeneta, Shishi Shiguibao and Roche, were wiped out in the PD-1 negotiations.
Previous data show that sales revenue for the first nine months of 2020 was $100 million (about 657 million yuan);
Before the health care negotiations, Hengrui bet on health care is very firm, and launched the "activities from October 12 to the national health care negotiations officially announced the date of the full-year drug costs of 39,600 yuan" in the fourth quarter of the promotion.
that even if several domestic PD-1s can be included in the health care list, Hengrui is still the biggest winner in the short term.
the final outcome of the PD-1 health care negotiations, we still need to wait for the official announcement.
Until then, we can't say which products have been successful in negotiating at what rate, but from the information available from some public sources, domestic companies are prepared in advance for the release of PD1 negotiations into health insurance.
PD-1 manufacturers have disclosed the annual output of antibody raw liquid production capacity according to the latest information of Junshi Bio to the IPO prospectine submitted to the board, the company has two production bases.
wujiang production base in Suzhou has 3000L fermentation capacity, Shanghai Lingang production base, the first phase of the project production capacity of 30000L, has been put into trial production at the end of 2019.
Junshi Bio plans to have a production capacity of 270,000 units in 2019, with an actual output of 2065 million units, sales of 1355 million units, a capacity utilization rate of 76.47 percent and a production and sales rate of 83.52 percent.
Junshi Bio intends to further increase production capacity through the funds raised by the science and technology board, in order to ensure that product production has risen steadily while further reducing production costs.
Junshi Bio's 2019 production capacity disclosed that Xindili monoanti has entered the National Class B health insurance in November 2019 for 2843 yuan (10ml:100mg/bottle), limited to patients with relapsed or refratic classic Hodgkin's lymphoma after at least second-line system chemotherapy.
agreement is valid from 1 January 2020 to 31 December 2021.
70% reimbursement ratio, patients actually have to pay only 852 yuan / 100mg, the annual cost of patient use reduced to 30,000 yuan.
According to Xinda Bio's 2020 interim financial results, Xinda Bio is operating five sets of 1000 liter bioreacters (first production facilities), as well as 6 sets of 3000 liters of stainless steel bioreacters (second production facilities) that have completed GMP commissioning and process verification, while it has been disclosed that Xinda Bio is building a new production base in Hangzhou Yuhang Economic Development Zone to increase the antibody product project by another 3000 kg/year.
Xinda Bioantibody Drug Industrialization Project Planning According to the Suzhou Shengdia Biopharmaceutical Co., Ltd. Antibody Drug Industrialization Phase II Technical Transformation Project Environmental Impact Report, Hengrui has built a production capacity of 26500L (530kg/year) before the expansion, Shengdia Technology Reform Project proposed to add antibody raw liquid production capacity of 1940L, after the expansion of the annual production capacity will reach 45940L (918.8 kg/year).
Hengrui Pharmaceutical Antibody Drug Industrialization Project Program for the production and supply of commercial products prior to Reilly's single resistance was previously entrusted to the German company Bollinger Ingham.
phase I project (8000L) of the Guangzhou Biopharmaceus production base in Baiji Shenzhou was completed in September last year, and the second phase was delivered in December 2020 (16000L), with a cumulative production capacity of 24,000L.
Baiji Shenzhou antibody drug industrialization project planning According to relevant sources, the commercialization of Reilly Pearl single resistance is still mainly based on Bollinger Ingeham contract production, Guangzhou plant is in the process of technology transfer and process verification, and is applying to the Drug Administration for a production license, the specific production time depends on the drug regulatory agency acceptance and licensing production time.
, according to Frost Sullivan's previous forecast, the domestic PD-1/L1 inhibitor market size will reach 98.8 billion yuan in 2030.
From the existing sales point of view, the first echelon of four domestic PD-1 sales gradually clear, Hengrui with the help of the commercial team later came to the fore, Xinda with the power of health insurance also catch up with Junshi.
post-PD-1 era, drug use, adaptive development, dual resistance and even multi-resistance trends or become the key to the competition of major enterprises.
domestic second echelon company's PD-1/PD-L1 products have also sprinted to market, such as Yuheng Pharmaceuticals Saipali single resistance, Kangfang Bio/China Biopharmaceutical's Pianple single resistance, Jia and BioJeno monoanti, Keystone Pharmaceutical Shugli single resistance, Corning Jerry/Thinking Dean Worley single resistance and other 5 products have been submitted to the market application, Colum, Fuhong Hanjun and other enterprises' products are also in the stage of listing declaration.
expected that in the next two years, there will be more than 10 PD-1/L1 listed, the market competition will continue to intensify.
。