The market for anti-tumor drugs is growing rapidly

Our reporter Dai Xiaohe Intern Zeng Weixuan's latest World Cancer Report of the World Health Organization in 2014 shows that China added about 3.07 million new cancer diagnoses in 2012, accounting for 21.8% of the global total Among them, lung cancer each year about 600,000 new cases, about 490,000 deaths, morbidity and mortality are ranked first among cancers This was followed by breast, stomach, liver and esophageal cancers, while liver, stomach, esophageal and colorectal cancers also made the top five deaths In addition, the prevalence of thyroid cancer in women is on the rise.
Data show that anti-tumor drugs since 2007 overtook blood lipids, has been the global pharmaceutical market leader, in 2012 sales of more than $70 billion.
70 billion U.S dollarcake to be divided Industry insiders told China Securities News that the next 10 years of the global market space for anti-tumor drugs is still very large, for two reasons First, the overall trend of global morbidity, tumor diagnosis drugs and therapeutic drugs demand, and second, although the global cancer mortality rate is decreasing year by year, but the tumor treatment is special, patients need to receive full scientific and formal treatment to delay tumor progression or prevent tumor recurrence, and the reduction of mortality rate means that the patient's long-term treatment increases the probability, and thus the demand for therapeutic drugs increases.
According to data analysis, the United States is the world's largest market for cancer drugs in terms of the main distribution of global cancer market share in 2010, followed by the European Union and Japan, which accounted for 41%, 35% and 6% respectively.
Pharmaceutical giant Roche has become the world's anti-cancer drug kingafter after acquiring Genentech In 2010, Roche won the global cancer market with a market share of 35.6 percent Roche was the top five winners in 2012 among the top 10 drugs in global sales of anti-tumor drugs Meroda, Heseltine, Avastin, Hiloda and Troquet sold a combined $21.7 billion From 2011 to 2012, Roche's anti-tumor drug family added a new ding, melanoma treatment target drug Willofini was approved for market, vimodegib approved for targeted treatment of base cell carcinoma, the treatment of breast cancer drug Patozumab approved by the FDA to market, in January 2013 a new generation of targeted drug TDM1 was approved, Roche is expected to remain a leading position in the future Novartis came in second with Greeve's strong market sales, while second-line drugs Ivimos and Nilotini maintained rapid growth.
In China, sales of anti-tumor drugs in the hospital drug market have been growing steadily in recent years, especially between 2003 and 2005, at a rate of 24.53 percent In 2006, the market growth of anti-tumor drugs market slowed down, by only 11.10% due to factors such as commercial bribery in the purchase and sale of drugs From 2007 to 2010, sales continued to grow rapidly, reaching 58.74 billion yuan in 2011, up 17.13% year-on-year As an emerging industrial country, China is still in the stage of rapid aging society, and cancer morbidity and mortality are rising.
At the same time, the medical insurance for major diseases has been gradually promoted in China, anti-tumor drugs have entered basic drugs for the first time, and the number of targeted drugs added to local medical insurance in various regions has gradually increased Driven by these favorable factors, China's anti-tumor drug market will continue to grow rapidly in the future.
Target drug spring In recent years, targeted anti-tumor treatment model has gradually become the clinical "new favorite", in improving the efficacy, can greatly reduce the risk of side effects in patients Roche of Switzerland, which has led the world in the field of anti-tumor for the past 5 years, has excelled in the development of anti-tumor products, especially targeted anti-tumor drugs.
Yu Yuanyuan, Institute of Chinese Medicine, University of Macau, said that the market for targeted drugs is performing well, not only showing a relatively fast growth trend, but also a larger market share Targeted drugs organize the growth of cancer cells through the action of specific molecular targets necessary for tumor growth in cancer The biggest difference between targeted drugs and conventional chemotherapy drugs is that they work by poisoning cells, and because they cannot accurately identify tumor cells, they also kill normal cells at the same time, thus producing large toxic side effects.
The target drug is developed for tumor genes, it can identify the tumor cell by the tumor cell specific genes determined by the characteristic site, by binding to it (or similar other mechanisms), blocking the tumor cell to control cell growth and proliferation of the signaling pathway, thereby killing the tumor cells to prevent its proliferation, the target drug not only good treatment effect, and the side effects are much smaller than conventional chemotherapy methods Therefore, based on this characteristic, the market for targeted drugs is performing well.
Among the A-share listed companies engaged in clinical research and development of targeted drugs, there are , Haiwang biological In particular, it is important to note that Apatini, a new heavy-duty drug developed by Hengrui Pharmaceuticals, is expected to be approved for production in October 2014 Apatini's potential market size exceeds 1 billion yuan, and its listing will significantly enhance the performance and valuation of Hengrui Pharmaceuticals Enter the Sina Finance Unit Bar for discussion