The performance and revenue of Roche's super-heavy oncology "troika" have always attracted industry attention. Its three trump cards are Ritual (Rituxan, generic name: Rituximab injection), Herceptin (Herceptin, generic name: Trastuzumab for injection) and Avastin (Common name: B

The performance and revenue of Roche's super-heavy oncology "troika" has always attracted the attention of the industry. Its three ace drugs Ritual (rituximab, generic name: rituximab injection) , Herceptin (Herceptin, generic name: trastuzumab for injection) and Avastin ( Avastin, generic name : Bevacizumab injection) is known as Roche's "troika". These drugs are all targeted at treating tumors and have unique mechanisms of action and good efficacy, and have always attracted the attention of the industry. At present, the competition in the bevacizumab market has entered a fierce stage. Domestic pharmaceutical companies are actively emerging, hoping to stand out in the fierce competition.

Bevacizumab bids farewell to the "Troika" and welcomes new changes in the market structure

Bevacizumab was originally developed by Roche . It is an anti-vascular endothelial cell growth factor monoclonal antibody that can specifically Binds to VEGF and blocks the binding of VEGF to its receptors, thereby reducing the formation of new blood vessels, inducing the degeneration of existing blood vessels and inhibiting tumor growth. It was launched in the United States in 2004 and in China in 2010. Its approved indications cover hepatocellular carcinoma, non-small cell lung cancer, colorectal cancer, cervical cancer and ovarian cancer. As a broad-spectrum anti-tumor drug, bevacizumab has become a standard regimen recommended by global treatment guidelines for a variety of malignant tumors.

In recent years, due to factors such as patent expiration and competing generic drugs, many companies have entered the market to hunt for biosimilar drugs. Roche's market share has been gradually divided and eroded, and the revenue of the old "troika" has been declining. . According to statistics from Yaorong Cloud, in-hospital sales of rituximab across the country reached 1.9 billion yuan in 2021, but fell to 1.3 billion yuan in 2022. Meanwhile, sales of Herceptin and Avastin have experienced similar declines. In 2021, Herceptin nationwide hospital sales reached 4.6 billion yuan, while in 2022, sales dropped to 4.1 billion yuan. Avastin sales in hospitals across the country reached 2.1 billion yuan in 2021. However, they dropped sharply to 1.4 billion yuan in 2022. The situation is not optimistic.

Bevacizumab In the 2022 national in-hospital sales TOP10 company list, Qilu Pharmaceutical surpassed the original research Roche with a market share of 54%. It is announced that the "exclusive period" of the original research market has officially ended. At the same time, domestic pharmaceutical companies such as Innovent Biologics, Suzhou Shengdia Biopharmaceuticals and Shandong Boan Biotech have also successfully entered the market shortlist. Today, the competition in the bevacizumab market is intensifying. Not only the former hegemons are gradually declining, but also emerging strong players are emerging, injecting new vitality into the market structure. This dramatic competition will undoubtedly bring more excitement and variables to the pharmaceutical industry.

10 bevacizumab has entered "involution", Qilu Pharmaceutical leads the domestic market

Bevacizumab was patent protected in China in 2018 It expired in 2018, and in August 2018, the marketing application of Qilu Pharmaceutical's bevacizumab similar drug was accepted by NMPA, and it was approved in December 2019 for the treatment of advanced, metastatic or recurrent non-small cell lung cancer. , treatment of patients with metastatic colorectal cancer.This also means that Qilu Pharmaceutical not only won the first domestically produced bevacizumab biosimilar, but also took the lead in occupying the first-mover advantage in the market, sharing a market share of nearly 3 billion yuan with Roche. (The national in-hospital bevacizumab market sales reached 3 billion yuan in 2019) .

As market sales rise, more and more domestic companies are coming to carve up this cake. In 2020, Innovent Biotech ’s Da Youtong (Bei Valclizumab injection) followed closely and was approved for marketing in June, forming a situation of "three countries competing for hegemony". But this market structure was quickly broken.

In 2021, domestic bevacizumab similar drugs will usher in an outbreak period. A total of 6 products have been approved for marketing, including Boan Bio, Shengdia Bio (a wholly-owned subsidiary of Hengrui Pharmaceuticals) , Biotech, Betta Pharmaceuticals, Dongyao Pharmaceuticals and Fuhong Henlius , the market structure suddenly changed from the "Three Kingdoms" to the "Clash of Kings".

Now, the competition in the bevacizumab market has entered the second half. Zhengda Tianqing ’s Ambes and Shenzhou Cells ’s Ambezumab were awarded in February and June 2023 respectively. The batch listing means that the number of domestic bevacizumab similar drugs has expanded to 10, breaking the exclusive market situation of original drugs and forming a 10+1 market structure.

According to Yaorong Cloud data statistics, there are currently products from more than 20 companies in China, including Beijing Oriental Baitai Biotechnology, Jiangsu Aosaikang Pharmaceutical, and Shanghai Kangdai Biopharmaceuticals. The drug valclizumab is in the clinical trial stage, causing the field to enter a crazy "involution" stage.