Treprieon's 2019 Sales Report

A total of about 135,000Junshi Bio in the second round of review inquiry letter of the Science and Technology Board listing application documents disclosed its current only approved listed and commercial product Striprenita (Tuyi) sales performance, it is understood that Treprei single resistance in the first quarter of 2019 to the fourth quarter of 2019 The sales volume is about 14,000 units, 40,000 units, 38,000 units and 43,000 units, and sales revenue is about 78.12 million yuan, 230 million yuan, 220 million yuan, 250 million yuan, the cumulative sales performance of about 778 million yuanTripreda was granted conditional approval by the State Drug Administration on December 17, 2018 for the treatment of patients with non-reprecision or metastatic melanoma after a failure of systemic treatment, and went on sale in February 2019 at a price of 7200 yuan/240 mg (branch)Whydidn't enter health insurance
According to Frost Sullivan's analysis, the global anti-PD-1/PD-L1 inhibitor market has reached $16.3 billion in 2018 and is expected to reach $63.9 billion in 2023, with anti-PD-1 single resistance 2 Since 2018 in china's market has been approved, it is expected that by 2023 China's anti-PD-1/PD-L1 inhibitor market size will reach 66.4 billion yuan, and will grow to 98.8 billion yuan in 2030, the huge market imagination space has brought enterprises to compete for the layoutso far, there are 6 PD-1 single anti-drug approved for the market, in addition to Junshi Bio's Trapley monoantigen, as well as Mercado's Paboli Zhu monoantigen (Keytruda), Baishi Squibb's Navuliu monoantigen (Opdivo), Cinda Bio's SindiLi monoli (Daboshu), Hengrui Pharmaceutical's Carrey Single Anti-Trump (Eika), and Shenzhou Pearl single anti-injection (Baizean), of which, Keytruda and Opdivo have been approved in China four and two indications, the other three domestic PD-1 at this stage have only been approved for one indication, but Sindi Li single anti-entry form last year in the form of negotiation access to the "National Basic Medical Insurance, Industrial Injury Insurance and Maternity Insurance Drug Catalog (2019 Edition) Category B, become the only one into the national health insurance cataloguein addition to Treprimono, the other five products have been approved for the market
in addition to the six products already on the market, the Chinese market also has a total of 15 in the clinical or market application stage of anti-PD-1 mono-anti-drugshas not yet been approved for the market product situation
"4 plus 2" pattern and the integration of health insurance makes the PD-1 mono-resistance competition becomes more intense, this competition is no longer a simple price war, or adaptation and capacity competition, to Trepri mono-resistance of the indications expansion as an example To date, Trepriis is conducting more than 20 clinical trials, including 11 key registered clinical trials, covering the high incidence of lung cancer, liver cancer, breast cancer and other major indications, but also for the Asian-prone nasopharyngeal cancer, esophageal cancer and other characteristics of the tumorin this disclosure, Junshi also mentioned the reasons for not entering the negotiated health insurance directory last year, saying that reducing the price of entry into health insurance is not conducive to the current approved indications of the incremental issuer signed into health insurance has been approved for adaptation to "unable to remove or metastatic melanoma, which has previously received systemic system treatment failure", according to Frost Sullivan's report, according to the 2019 Report of China's new melanoma patients, the number of patients who can receive systemic failure to receive treatment for systemic failure or metastatic melanomaDue to the limited scale of the patient with the disease, the price decrease for the patient's accessibility and the company's product penetration increase is limited, at the same time, also by the current approved indications of the same black competition Paboli Pearl monoantigen, the annual treatment cost of the PAP after 322524 yuan, and The annual treatment cost of Trapley single PAP after 100,800 yuan, so that the health insurance negotiations similar drug competition pressure is not strongin addition, the, Junshi Biological also said that from 2016 to September 30, 2019, the company's cumulative investment in anti-PD-1 single-resistance products has been more than 1 billion yuan, and the research and development is still ongoing, high research and development costs also limit the price of the product spacebut Junshi also said that the company will actively participate in health care negotiations in the future, such as in the case of more indications to add health insurance, in order to achieve sustainable business, but also to benefit more patientsfor the sindili single resistance into the possible impact of health insurance price reduction, Junshi Bio proposed that will take measures to speed up the development of Trepley to expand the indications, strengthen product marketing, strengthen the company's sales team construction and other measures to deal with, for the expansion of the sales team, Junshi Bio said, as of 2020 In late February, the total number of the company's sales team has reached 424 people, of which the sales department has been on the job 359 people, in 2020 a total of 472 people are planned to recruit, with the expansion of the company's sales team, the company will further expand hospital coverage to improve the penetration of Trepleyit is worth mentioning that In its reply, Junshi Bio listed the top ten employee compensation for PD-1 sales during the reporting period, of which, from January to September 2019, the first-ranked sales staff's salary plus bonus amounted to 2.7549 million yuanoriginal title: "Market" 778 million, Treprii single anti 2019 sales performance disclosure