This article comes from Yodu, the author of Yodu

At present, PD-1/ PD-L1 drugs have become the mainstream force of anti-tumor monoclonal antibodies in the world, and the market has been extremely hot since it was approved to be put on the market in 2014. The global listed companies are Merck & Co Inc, Bristol-Midea Bristol-Myers Squibb Co, Roche, Pfizer Inc, AstraZeneca PLC, Zengyuan Sanofi, etc., while domestic import enterprises have listed Bristol-Myers Bristol-Myers Squibb Co, Merck & Co Inc, Roche, and AstraZeneca PLC. Domestic local enterprises have listed Junshi, Xinda, Hengrui and Baiji products one after another.

PD-1/PD-L1 immunotherapy is a major breakthrough in tumor therapy. In the past two years, with the new varieties of PD-1/PD-L1 monoclonal antibodies on the market, the domestic competition pattern of PD-1/PD-L1 has become more and more fierce.

Table 1: global PD-1/PD-L1 has obtained FDA and NMPA listing

The multinational pharmaceutical company PD-1/ PD-L1 has exceeded 20 billion US dollars.

With the announcement of the 2019 results of Merck & Co Inc, Bristol-Mae Bristol-Myers Squibb Co, Roche and AstraZeneca PLC, sales of Mosha East Paboli Monoclonal Antibody were $11.084 billion, Bristol-Myers Bristol-Myers Squibb Co / Ono Pharmaceutical Navuliu Monoclonal Antibody sales were $8.004 billion, Roche Atezhu Monoclonal Antibody sales were $1.875 billion, AstraZeneca PLC Imfinzi ®sales were $1.469 billion, and sales of the above four products were $22.432 billion. In 2019, anti-tumor immune drugs targeting PD-1/PD-L1 continue to grow by leaps and bounds in the global market.

In 2019, the outstanding products in the global PD-1 market are Keytruda ®and Bristol-Myers Bristol-Myers Squibb Co / Ono Opdivo ®, with outstanding performance in the global market in 2019. Merck & Co Inc Keytruda ®has sales of $11.084 billion, while Bristol-Bristol-Myers Squibb Co has sales of $8.004 billion.

At present, three anti-PD-L1 McAbs have been listed worldwide, including Roche's Tecentriq ®, with sales of US $1.875 billion, an increase of 135% over the same period; AstraZeneca PLC's Imfinzi ®, with sales of US $1.469 billion, an increase of 132% over the same period; and Bavencio ®(Avelumab), jointly developed by Merck and Pfizer Inc in Germany, with sales of US $194 million.

The cumulative sales of PD-1/PD-L1 products such as Merck & Co Inc, Bristol-Myers Bristol-Myers Squibb Co, Roche and AstraZeneca PLC have exceeded 24 billion US dollars in 2019. As the most popular anti-tumor drugs targeted by PD-1/PD-L1 in recent years, the market is still elegant demeanour. Among them, in 2019, the total sales of PD-1 was US $19.19 billion, accounting for 84.4% of the overall PD-1/PD-L1 market. The total sales of the PD-1/PD-L1 L1 was US $3.54 billion, accounting for 15.6% of the overall PDMI market.

PD-1, a local pharmaceutical company, has sales of nearly 3 billion yuan.

In the past two years, the listing speed of new drugs in China has been accelerated, and the time difference between domestic and foreign markets has been gradually shortened. The clinical advantages of PD-1 varieties show a trend of rapid release after they are put on the market.

At present, 4 domestic PD-1 have been approved to be listed on the market, and 2 have been approved to appear on the market in 2018: Junshi Biological Terripril Monoclonal injection (Tuoyi ®) in December 2018; INNOVENT BIO Xindi Monoclonal Antibody injection (Dabesu ®) in December 2018; Hengrui Medicine Carrituo Monoclonal Antibody (Ailituo ®) in May 2019; BeiGene, Ltd. was approved for Leilizhu Monoclonal Antibody in November 2019. In the past two years, PD-1 inhibitors have also been the harvest year for domestic pharmaceutical companies.

Recently, with the announcement of the financial results of INNOVENT BIO, Junshi Biology, Hengrui Pharmaceutical and BeiGene, Ltd. in 2019, the sales of Xindili Monoclonal Antibody injection was 1.016 billion US dollars, and the sales of Junshi Biological Tripril Monoclonal Antibody was 770 million yuan. Hengrui Pharmaceutical's sales of Carrell Pearl Monoclonal Antibody have not been clearly disclosed, and the industry estimates are about 1 billion yuan. PD-1, a domestic pharmaceutical company, has sales of nearly 3 billion yuan.

Table 2: the situation of PD-1 medical insurance of domestic pharmaceutical companies

On November 28th, 2019, in the new round of national health insurance access negotiations, INNOVENT BIO's innovative anti-tumor drug Cindilizumab injection was successfully shortlisted, becoming the first and only PD-1 tumor immunotherapy in China to enter the national health insurance catalogue. After INNOVENT BIO Xindi monoclonal antibody injection enters the medical insurance, it will help it to seize a larger market share, and add another battle for the domestic PD-1/PD-L1 market in full swing, and the market competition will be more fierce in the future.

INNOVENT BIO Xindi Monoclonal Antibody achieved sales of more than 1.016 billion yuan in 2019, and annual sales of more than 1 billion yuan, which is also rare in domestic innovative drugs, while Junshi Biological Triple Monoclonal Antibody also achieved 774 million yuan in sales. What is more noteworthy is that Heng Rui, which occupies a dominant position in the field of oncology, has achieved sales of 1 billion yuan in half a year on the market, and the domestic PD-1 market has great potential.

Conclusion

With the rapid growth of PD-1/PD-L1 tumor immunotherapy drugs in the world, it has become the mainstay of tumor therapy. In the past two years, with the country's attention to innovative drugs, China has accelerated the development of tumor immunotherapy drugs. The domestic listed PD-1/PD-L1 field has formed a "4-4" competition pattern. At present, the research and development of PD-1 inhibitors is still hot, the layout of various enterprises is also constantly advancing, coupled with the continuous expansion of indications, the competition in the domestic PD-1/PD-L1 market is becoming more and more fierce.