Recently, according to Evaluate Pharma data, the Fierce Pharma website released a list of the world’s top 20 drug sales. AbbVie’s Hummer, Merck’s Kerida and Bristol-Myers Squibb’s Rui Fumei are firmly in the top three. The sales of Xiumile reached 20.39 billion U.S. dollars in 2020, about 132 billion yuan, an increase of 3.4% compared to 19.73 billion U.S. dollars in 2019. In addition, Kerida and Ruifumei also exceeded US$10 billion in sales. Compared with the TOP20 global best-selling drugs in 2019, there will be 3 new drugs on the list in 2020, and 3 drugs will be released on the list; AstraZeneca's non-small cell lung cancer drugs Teresa (Tagrisso, osimertinib), Astellas The prostate cancer drug Encotan (Xtandi, enzalutamide) developed with Pfizer and Roche's sclerosis drug occrevus are all on the list for the first time. Biogen’s multiple sclerosis drug Tecfidera (dimethyl fumarate), Roche’s popular target drug Herceptin (trastuzumab for injection) and Gilead’s AIDS drug Genvoya (Genvoya, Ai Coen Bingti Tablets) Under the pressure of generic drugs, it will drop the top 20 best-selling drugs in 2020.
Top 20 best-selling drugs in the world in 2020
Data source: Fierce Pharma website
Biosimilar shock
Roche's "troika" was eroded
Herceptin is one of Roche's three ace drugs, and Rituxan (rituximab) and Anvastin (bevacizumab) are known as Roche's oncology drug troika. However, with the expiration of the first-generation antibody drug patents and the launch of biosimilar drugs, the current global sales of these three drugs have been eroded, and Herceptin directly fell on the global top 20 best-selling drugs list. Compared with the ranking in 2019, it dropped by 7 and 6 places, and fell out of the top 10. According to Roche's 2020 financial report, the total sales of the three products in 2020 is only 12.947 billion Swiss francs, a decrease of 5.8 billion Swiss francs compared to 2019, a 30% year-on-year decrease. It is mainly due to the impact of biosimilar drugs on the three products. According to FDA data, the FDA has approved more than 10 biologics for Roche's three ace biologics. In China, the first domestic rituximab biosimilar drug, Han Likang of Fuhong Hanlius, was approved for marketing in February 2019, and the rituximab biosimilar jointly developed by Innovent and Eli Lilly is also available Approved in 2020; in August 2020, the first domestically produced trastuzumab Fuhong Hanlius' Hanquyou was approved to be marketed in China and the EU at the same time; 3 types of bevacizumab biosimilar drugs were approved for marketing in China, From Qilu, Cinda, and Luye Pharmaceutical Holdings subsidiary Boan Biological. In addition, these three Roche drugs have been included in China's National Medical Insurance Catalogue. The sharp drop in drug prices and the impact of the epidemic last year have not significantly boosted global revenue. Facing the impact of biosimilar drugs, Roche's tumor pipeline replenishment product has been put in place. Its blockbuster product has been approved for the first CD20 monoclonal antibody drug Ocrevus, which can treat RRMS and PPMS, which can treat two types of multiple sclerosis. A growth of 24%, reaching 4.326 billion Swiss francs, ranked 16th in the world's best-selling drugs, and is one of the products on the list this year. The new carriage has exerted its strength.
The king of PD-1 K drug continues, O drug falls behind
In recent years, K drugs and O drugs, as star anticancer drugs, have always occupied the C position in the field of PD-1 inhibitors. Drug O and Drug K were approved for marketing in the United States in July and September 2014, respectively. As competing products, the two products have always been the focus of public attention, both in terms of indications and sales. In fact, at the beginning of approval, O drug was the absolute king of PD-1 inhibitors. It was the world's first approved PD-1 inhibitor, ahead of K drug. According to financial report data, O drug sales in 2016 About three times that of K medicine; but by 2020, K medicine sales will be close to 15 billion U.S. dollars, which is twice the sales of O medicine; it far exceeds the market size of O medicine. Among the TOP20 best-selling drugs in the world, K drug steadily ranked second, while O drug dropped from fourth place last year to eighth. Drug O was overtaken by Drug K because Drug O encountered "Waterloo" in the field of first-line treatment of lung cancer. Its Phase III clinical study CheckMAte-331 for the second-line treatment of small cell lung cancer (SCLC) failed to reach the primary endpoint and the clinical trial failed. In the later stage, the drug was approved as a first-line treatment for lung cancer through the combination of drug Y, but it lost the first-mover advantage and was overtaken by drug K; until now, drug K has been suppressed by drug K. In 2020, Bristol-Myers Squibb’s O drug revenue was US$6.992 billion, and the sales of K drug were close to US$15 billion, which was twice the sales of O drug.
Macromolecular drugs occupy half of the country
In addition, another noteworthy focus of the TOP20 list of global best-selling drugs is that macromolecular drugs occupy half of the best-selling drugs, including antibodies, vaccines, and protein peptides. There are a total of 12, namely Humira, Kerida, and Alec. Ya, Starno, Odivo, Enli, Preliminary 13, Avastin, Duyida, Ocrevus, Ritual, and Leike. The remaining 8 are small molecule drugs, including 5 anti-tumor drugs (including 2 kinase inhibitors). Compared with small-molecule drugs, macromolecular drugs have the characteristics of large molecular weight and complex structure, and have strong specificity and specificity. The selectivity and effect of reactants are highly effective than other drugs. Biopharmaceutical macromolecular drugs cover multiple directions such as proteins, antibodies, vaccines, cell therapy, nucleic acid drugs, and gene therapy, and are one of the most promising tumor treatment methods. At the same time, as the most promising field of drug research and development in the 21st century, research and development are hot, and China is no exception. According to incomplete statistics from Yaozhi data, as of 2020, domestic new drug applications for macromolecules have exceeded three digits. Among them, new antibody drugs, ADCs, double antibodies and other new antibody macromolecular drugs have emerged rapidly. Since 2013, there have been nearly 280 new drugs and antibody new drugs. Apply for registration. It is enough to see that the global macromolecular drugs are developing rapidly. According to Frost&Sullivan’s forecast, the global biopharmaceutical market will reach 326 billion U.S. dollars in 2022. Under the huge market (money) scene, the large-molecule biopharmaceutical market will continue to develop under the boom of R&D. How will it change, wait and see!
