This year's upcoming national talks of medicine, is it selling well?

Since its establishment, the National Medical Insurance Bureau has carried out four medical insurance catalogue access negotiations, accumulatively enabling 250 drugs to enter the medical insurance catalogue through negotiations, with an average reduction of more than 50%, and reducing the burden of patients by about 150 billion yuan

01 PD-1

Let's start with the much-anticipated PD-1

Sales amount of PD-1 overall pharmaceutical market in the preliminary list (: million yuan)

Source: China Pharmaceutical Industry Information Center PDB Drug Comprehensive Database

BeiGene's terelizumab has maintained a steady upward trend

On December 17, 2018, China's first domestic PD-1 monoclonal antibody, Junshi Bio's treprelimonumab, was approved for listing

Sindili monoclonal antibody injection was approved for marketing

Carrelizulizumab was approved for marketing

The new indications for the medical insurance payment scope of the terelizumab application are advanced lung cancer second/third line, esophageal squamous cell carcinoma second line, nasopharyngeal carcinoma first line and MSI-H/dMMR solid tumor, in addition to changing a combination drug regimen for the indications in the catalog; The new indications for the application of triprimumab are the first line of nasopharyngeal carcinoma and the first line of esophageal squamous cell carcinoma; The new indications for the application of sindilizumab are the first line of esophageal squamous cell carcinoma and the first line of adenocarcinoma at the junction of the stomach and gastroesophagus; The new indications for the application of carellizumab are nasopharyngeal carcinoma and above, nasopharyngeal carcinoma first line, esophageal cancer first line, and squamous non-small cell lung cancer first line

There are more than four PD-1 companies selected for this health insurance negotiation

02 CAR-T & ADC

Let's look at CAR-T and ADC drugs

The overall market data of PDB's comprehensive drug database shows that since its approval, the sales amount of Ricky Olensa injection in 2021 is 30,797,000 yuan, about 24 pieces

ADC drugs that entered the preliminary list this year include Roche enmetrytozumab, Takeda vibutuximab, which entered the preliminary trial for the first time, and Vidicetizumab, which was successfully negotiated last year

ADC overall pharmaceutical market sales amount in the preliminary list (: million yuan)

Source: China Pharmaceutical Industry Information Center PDB Drug Comprehensive Database

03 Drugs for rare diseases

There are 19 rare disease drugs in the preliminary review list of the medical insurance catalogue

The overall pharmaceutical market sales amount of some rare disease drugs in the preliminary list (: million yuan)

Source: China Pharmaceutical Industry Information Center PDB Drug Comprehensive Database

When the National Health Insurance Bureau launched this year's price negotiations, it made it clear that it would give an appropriate preference

From the past sales data of these innovative drugs and rare disease drugs, it can be seen that there is still a large market space to be tapped, but the situation of the inner volume is also very obvious