The hundreds of billions market was hit hard!

After collecting and "persuading" pseudo-innovations, two years later, the key monitoring catalogue officially nominated anti-tumor drugs

The market breaks through hundreds of billions! The anti-tumor drug TOP20 has obvious ups and downs

Anti-tumor drugs and systemic anti-bacterial drugs are the most widely used categories of clinical drugs in China

According to data from Mi Nei.

Sales of terminal anti-tumor drugs in public medical institutions in China (unit: ten thousand yuan)

Source: Mi Nei.

Among the TOP20 anti-tumor drugs, 20 varieties have sales of more than 1 billion yuan.

Top 20 Terminal Anti-tumor Drugs in China's Public Medical Institutions

Source: Mi Nei.

In terms of sales growth rate, Cinda's Sintilizumab and Hengrui's Carrelizumab increased by 545.

At the time when innovative drugs such as PD-1 and tinib drugs are "exploiting territory", the former star products are slightly lonely

Half of the anti-tumor drug sales in the TOP20 declined

10 Class 1 anti-tumor drugs approved! PD-1, tinib drugs get together

Protein kinase inhibitors (tinib drugs) and monoclonal antibodies are the strongest growth sub-categories in the anti-tumor drug market.

At present, whether it is a leading pharmaceutical company or a small pharmaceutical company, most of them are betting on the research and development of anti-tumor drugs, especially PD-1 and tinib drugs

According to data from Minai.

There are 4 types of tinib drugs, including Ellis’ vomitinib mesylate tablets, CStone’s pratinib capsules, Hutchison’s Saivotinib tablets and Zejing Pharmaceutical’s toluene sulfonate tablets.

Local companies whose applications for protein kinase inhibitors are under review

Source: Meinenet MED2.

There are 2 types of PD-1 monoclonal antibodies, specifically Kangfang Biologics Paimrizumab injection and Yuheng Biologics Sepalizumab injection

17 varieties have been collected, new anti-cancer drug regulations, key monitoring and heavy punching

In the five batches and six rounds of centralized collections carried out by the country, systemic antibacterial drugs, antitumor drugs, diabetes drugs, drugs that act on the renin-angiotensin system, anti-inflammatory drugs and antirheumatic drugs are the main subjects for inclusion.

Gefitinib, imatinib and pemetrexed are the first batch of collectively collected varieties, and terminal sales in China's public medical institutions will all experience a sharp decline in 2020
.
The peak sales of gefitinib and imatinib were in 2018.
After pemetrexed sales increased by 3.
12% in 2019 and exceeded 5 billion yuan, sales in 2020 fell by 17.
54%
.

National centralized procurement of anti-tumor drugs

After the old-brand anti-tumor varieties were basically included in the centralized procurement, anti-tumor innovative drugs began to become the new "sniper" targets for medical insurance control fees
.

On July 2, the Center for Drug Evaluation (CDE) of the State Food and Drug Administration issued the "Clinical Value-Oriented Anti-tumor Drug Clinical Development Guidelines (Draft for Comment)", emphasizing that drug development should be based on patient needs and clinical Value-oriented, encourage flexible and efficient clinical design, and encourage accelerated listing
.

The impact of the new regulations on pseudo-innovation has led to a collective collapse of pharmaceutical stocks, and its power can be seen
.
However, it is worthy of recognition that this document is a correction for domestic anti-tumor drug research and development, avoiding clustering and homogeneous innovation research and development of enterprises, and putting forward higher requirements for the effectiveness and innovation of enterprise innovation research and development.
Conducive to the long-term development of the enterprise
.

After collecting and "persuading" pseudo-innovations, two years later, the key monitoring catalogue officially nominated anti-tumor drugs
.

In June 2019, the National Health Commission released the "First Batch of National Key Monitoring Drugs for Reasonable Use (Chemical and Biological Products)", with 20 varieties on the list, with nervous system drugs and cardiovascular system drugs bearing the brunt of the list, and anti-tumor drugs Then unscathed
.

On September 3, 2021, the National Health Commission officially issued the "Notice on the Regulations for the Adjustment of the National Key Monitoring and Rational Use Drug List"
.
The "Notice" proposes that the time for catalog update and adjustment should not be less than 3 years in principle, and the number of drug varieties included in catalog management is generally 30; the focus is on monitoring unreasonable clinical use, many problems, abnormally high usage amount, and rationality of drug use.
greater impact chemicals and biological products; key comprising adjunct, antineoplastic agents, antimicrobials, proton pump inhibitors, glucocorticoids, parenteral nutrition drugs
.

Centralized procurement, key monitoring, and guidelines for clinical research and development of anti-cancer drugs are all policies at the national level, and anti-cancer drugs are also active at the local level
.
For example, on July 28, the Guangdong Pharmaceutical Association issued the "Guiding Opinions on the Classification and Management of Anti-tumor Drugs in Medical Institutions of Guangdong Province", which included 78 anti-tumor drugs into the ranks of restricted drugs
.

When all companies are innovating, differentiated, high-quality innovation becomes a new demand
.
It's time to cool down the fever for anti-tumor innovative drug research and development!