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On October 26, Eli Lilly released the third quarter report
.
According to data from Eli Lilly, Tyvyt's sales in the third quarter were US$125.
October is drawing to a close, and this year's medical insurance negotiations will be officially launched
.
In addition to Sintilimab, which was the first to enter the medical insurance in 19 years, the other three domestically produced PD-1s have also entered the category B catalog after a price cut of about 80% last year
Looking forward to the indications to be negotiated in 2021, Sintilizumab and tislelizumab have the most new indications to be negotiated
.
Cinda’s three first-line indications are expected to enter the medical insurance negotiations this year, targeting squamous, non-squamous NSCLC and hepatocellular carcinoma (HCC); Baekje’s new negotiated indications also include first-line NSCLC, as well as second-line and above HCC
Carrelizumab is currently the only domestic PD-1 approved for the first-line treatment of nasopharyngeal carcinoma
.
This year Hengrui will start negotiations on different treatment lines for nasopharyngeal cancer, including first-line and third-line indications
Four major domestic PD-1 medical insurance negotiation indications, compiled by Insight
2021 is a year to witness the intensification of PD-1 internal volume
.
In the second half of the year, CP Tianqing/Kangfang Biotech's Paimrizumab and Yuheng Pharmaceutical/Wuxi Biopharmaceuticals' Sepalimumab were successively approved.
From: Soochow Securities
According to estimates by Soochow Securities, the price of PD-1 may be reduced to 35,000 yuan per year this year, or even as low as 30,000 yuan.
The current annual cost of PD-1 in medical insurance ranges from 40,000 to 70,000 yuan
.
In the future, the decline of PD-1 products will mainly depend on the production capacity of the company's reactors.
Content from: Soochow Securities, Insight database, Eli Lilly's official website
Content from: Soochow Securities, Insight database, Eli Lilly's official website