What are the highlights of the first domestically produced PD-L1?

After the new round of medical insurance talks, although the price has not been disclosed, it also means that the domestic market competition order of multiple PD-1 monoclonal antibodies has once again stabilized in the short term

Judging from the current domestic competition for the commercialization of PD-1 products, the four foreign-funded products of OKTI can be considered methodical in the expansion of indications.

However, there are still fewer PD-L1 products on the Chinese market.

What are the highlights of Envolimab, which is entering the commercialization stage?

Aspect 1: The world's first PD-1/PD-L1 preparation administered by subcutaneous injection, the treatment experience is upgraded

Envolimab (formerly known as KN035) is a single domain antibody Fc fusion protein targeting PD-L1

Source: albtechnology.

Because of its natural advantages such as small molecular weight, good water solubility, and strong stability, Envolimab has been developed as a subcutaneous injection from the beginning

Subcutaneous injection drug delivery is even more unique in the current environment, because the new crown epidemic still poses severe challenges to the health system on a global scale, especially in the context of strict control of the movement and gathering of people and the relatively difficult hospital access.

According to data released by Ai Kunwei Xinjin, during the outbreak of the 2020 epidemic, the use of oral oncology drugs has maintained a rapid growth, especially from March to May at the beginning of the global epidemic

Source: IQVIA National Sales Perspectives, Mar 2021

It can be seen that subcutaneous injection is indeed a very clinically meaningful option for cancer patients

Aspect 2: The possibility of international BD cooperation and international prospects

With the gradual popularization of the concept of "chronic disease management" in cancer treatment, patients' needs for better treatment experience are becoming more and more urgent.

PD-1/PD-L1 drugs administered by subcutaneous injection are still scarce projects worldwide.

Aspect 3: Market prospects for commercial promotion and cooperation

Under the fierce competition of domestic PD-1/PD-L1 monoclonal antibodies, the three-party strategic cooperation between Sidi Di Medicine, Corning Jerry, and Simcere can be regarded as mutual needs

In terms of indications, Envolimab is the first PD-1/PD-L1 drug submitted for MSI-H or dMMR solid tumors in China, which is also a highlight of this product

In short, with the increasing competition of innovative drugs, the development of innovative products must first be clinical needs and patient needs.