RocheIts super blockbuster oncology"Troika"The performance and revenue of the industry has been attracting much attention. Its three trump card drugsritual(Rituximab Injection, generic name: Rituximab Injection),herceptin(Herceptin, generic name: trastuzumab for injection) and **astin (avastin, generic name: bevacizumab injection) are referred to as Roche's"Troika"。These drugs are all aimed at tumors, with a unique mechanism of action and good efficacy, and have been attracting much attention in the industry. Currently,BevacizumabThe competition in the market has entered a white-hot stage, and domestic pharmaceutical companies are actively emerging in the hope of standing out in the fierce competition.
BevacizumabOriginal research byRocheIt is an anti-vascular endothelial growth factor monoclonal antibody that can specifically bind to VEGF and block VEGF from binding to its receptor, thereby reducing neoangiogenesis, inducing degeneration of existing blood vessels, and inhibiting tumor growth. It was launched in the United States in 2004 and in China in 2010, and the approved indications cover hepatocellular carcinoma, non-small cell lung cancer, colorectal cancer, cervical cancer and ovarian cancer. As a broad-spectrum antitumor drug,BevacizumabIt has become a globally recommended standard protocol for a variety of malignant tumors** guidelines.
In recent years, affected by factors such as patent expiration and generic drug competition, many companies' biosimilars have entered the hunt, and Roche's market share has been gradually carved up"Troika"'s revenue has been declining. According to the statistics of Yaorong Cloud, in 2021RituximabSales in hospitals nationwide reached 1.9 billion yuan, but in 2022, it fell to 1.3 billion yuan. At the same time,HerceptinwithAvastin's sales experienced a similar decline. In 2021,HerceptinSales in hospitals nationwide reached 4.6 billion yuan, while in 2022, sales fell to 4.1 billion yuan. AvastinIn 2021, the sales volume of hospitals nationwide reached 2.1 billion yuan, but by 2022, it will decline sharply to 1.4 billion yuan, and the situation is not optimistic.
Screenshot**: Yaorongyun National Pharmaceutical Sales Database.
BevacizumabIn the 2022 national list of top 10 enterprises in hospital sales,Qilu PharmaceuticalWith a market share of 54%, it surpassed the original research instituteRoche, announcing the official end of the "exclusive period" of the original research market. At the same time,Innovent Biologics, Suzhou Shengdia BiopharmaceuticalandShandong Boan Biologicaland other domestic pharmaceutical companies have also successfully entered the market shortlist. Nowadays,BevacizumabThe competition in the market is intensifying, with both the former hegemon gradually declining and the emerging powerhouses emerging, injecting new vitality into the market structure. This drama-like competition will undoubtedly bring more excitement and variables to the pharmaceutical industry.
Screenshot**: Yaorongyun National Pharmaceutical Sales Database - Global Analysis.
BevacizumabPatent protection in China expired in 2018, and in August 2018Qilu PharmaceuticalofBevacizumabThe marketing application of the similar drug was accepted by the NMPA, and it was approved in December 2019 for the use of patients with advanced, metastatic or ** non-small cell lung cancer and metastatic colorectal cancer. This also means:Qilu PharmaceuticalNot only won the first domestic oneBevacizumabBiosimilars also took the lead in occupying the first-mover advantage in the market, sharing a big cake of nearly 3 billion yuan in market share with Roche (in 2019, the market sales of bevacizumab in hospitals reached 3 billion yuan).
Screenshot**: Yaorongyun National Pharmaceutical Sales Database.
With the rise of market sales, more and more domestic companies are coming to share this cake, 2020Innovent BiologicsofReach the same(Bevacizumab Injection) followed closely and was approved for marketing in June, forming a situation of "three kingdoms competing for hegemony". But this market pattern was quickly disrupted.
In 2021, domesticBevacizumabSimilar drugs ushered in an explosive period, with a total of 6 products approved for marketing, including:Boan Biotech, Shengdia Biotech(A wholly-owned subsidiary of Hengrui Pharmaceutical).Bio-Thera, Betta Pharmaceutical, Toyo PharmaceuticalwithHenlius, the market pattern suddenly changed from "three kingdoms for hegemony" to "the dispute of kings".
Nowadays,BevacizumabThe competition in the market has entered the second halfThe sky is sunnyof**SwithShenzhou CellofAmber BeadsIt was approved for marketing in February and June 2023 respectively, which means that the number of domestic bevacizumab analogues has been expanded to 10, breaking the monopoly market situation of the original drug and forming a 10+1 market pattern.
Screenshot**: Yaorong cloud database integration.
According to the statistics of Yaorong Cloud, there are currently in ChinaBeijing Dongfang Baitai Biotechnology, Jiangsu Aosaikang Pharmaceutical, Shanghai Kangdai Biopharmaceuticaland more than 20 companiesBevacizumabThe drug is in the clinical trial stage, which makes the field enter a crazy "involution" stage.
Screenshot**: Pharmaceutical Rongyun global drug research and development.