The anti-tumor drug market is promising, with 120 million pharmaceutical companies taking the heavy weight of generic drugs

[trends of pharmaceutical network industry] since the 1970s, the number of cancer deaths in China has increased significantly By 2018, the incidence rate of malignant tumor has reached more than 4 million cases in China The number of cancer patients has become a huge demand for the market of antitumor drugs In 2018, the market scale of anti-tumor drugs in China reached 148 billion yuan, and in 2017, the market scale of anti-tumor drugs reached 126.8 billion yuan, an increase of 16.72% compared with 2017 The huge market volume has also attracted more and more enterprises to enter the competition for anti-tumor drugs
Recently, Sinopharm group announced that its subsidiary, Sinopharm group Ouyi Pharmaceutical Co., Ltd., has entered into an agreement with Shanghai chuangnio Pharmaceutical Co., Ltd on the content that Sinopharm Ouyi will obtain the right (including full ownership and intellectual property rights) to commercialize and follow-up the development of the first generic erlotinib hydrochloride in mainland China, and become the marketing license holder of the first generic erlotinib hydrochloride 。 According to the public information, erlotinib hydrochloride developed by Shanghai chuangnio has obtained the drug registration approval document issued by the State Food and drug administration, and is the first approved generic drug of this variety in China, and has been included in the list of drugs listed in China, which is deemed to have passed the consistency evaluation
Since Novartis launched imatinib, the world's first protein kinase inhibitor antitumor drug, at the beginning of this century, more than 30 kinds of protein kinase inhibitors have been listed at home and abroad, which not only greatly improve the treatment of cancer patients, but also bring rich commercial returns to developers Multiple protein kinase inhibitors have achieved a blockbuster sales volume, hydrochloric acid Erlotini is one of them It is reported that erlotinib hydrochloride is an oral preparation, which can inhibit the proliferation of tumor cells by inhibiting the activity of HER-1 / epidermal growth factor receptor (EGFR) dependent on tumor cell ligand Its original research enterprise is Roche, which was approved by FDA as early as November 8, 2004 It is the first small molecule inhibitor acting on epidermal growth factor receptor (EGFR) tyrosine kinase in the world, and also the first small molecule drug for targeted treatment of lung cancer In addition to the first imitation of the approved Shanghai chuangnio, there are 5 enterprises that are currently applying, including hausen, xinlitai, Nanjing libovei, Nanjing Unocal and Suzhou Terry The market competition is expected to be very fierce in the future According to the research data, the market sales of anti-tumor drugs in China increased from 42 billion 823 million yuan to 114 billion 500 million yuan in 2010-2016, with an annual growth rate of 167.4% and an average annual growth rate of 15.1% On the one hand, due to the aging of population, the acceleration of living rhythm and the increasing pressure of life, the incidence rate of cancer is increasing On the other hand, with the improvement of living standard and the improvement of medical environment, the rate of visiting and treatment of tumor is also increasing According to the annual growth rate of 15%, it is estimated that the market sales of anti-tumor drugs in China will be 2003 billion yuan in 2020 In recent years, with the continuous expansion of China's anti-tumor drug market, more and more enterprises have joined in the research and development of anti-tumor drug imitation and innovative drugs, especially the enthusiasm of drug companies for the research and development of PD-1 / PD-L1 antibody For example, for Hengrui pharmaceutical, which is famous for its anti-tumor drugs, its 2017 annual report shows that during the reporting period, the revenue of Hengrui pharmaceutical anti-tumor industry exceeded 5.722 billion yuan, an increase of 18.47% year on year Up to now, the anti-tumor drugs listed by the company mainly include 8 products, such as the innovative drug pyrrolidine maleate and tablets, the innovative drug apatinib mesylate tablets, docetaxel injection, etc except for the class 1 new anti breast cancer drug pyrrolidine maleate and tablets (known as "oral Herceptin") which were just approved for market in August, all the other 7 drugs have entered the medical insurance catalog In addition, junshibio said in the semi annual report that in the first half of the year, the company carried out 11 key phase II / III clinical trials of tuoyi single drug or combined standard treatment for advanced melanoma, advanced esophageal cancer, advanced liver cancer adjuvant treatment, non-small cell lung cancer, advanced NPC and advanced urothelial cancer Cinda biology also said in the semi annual report that the company is carrying out more than 20 clinical studies on Dabusu to assess its safety and effectiveness for a wide range of cancer indications, including eight registered or key clinical trials Three of these trials evaluated Dabusu for Two-line, one-line, and one-line NSCLC, and completed patient recruitment In the future, the increasing market demand for antitumor drugs will provide a huge market space for Chinese antitumor drug manufacturers With the promotion of the new medical reform, the coverage of medical insurance has been improved, the grass-roots medical and rural medical services have been improved, and the economic burden of drug use for residents has been eased, which is conducive to further release the demand for medicine and bring new opportunities for anti-tumor drug enterprises