从8款PD-1/PD-L1前三季度销售收入猜想医保谈判

2020-12-04 医谷网 医谷网

日前,国家医保目录调整专家评审结果已公布,接下来,将进入最为关键的谈判和竞价阶段,而在此前公布的通过形式审查的申报药品名单中,7个PD-1/PD-L1均被纳入,也成为了此次医保谈判的最大看点之一。

日前,国家医保目录调整专家评审结果已公布,接下来,将进入最为关键的谈判和竞价阶段,而在此前公布的通过形式审查的申报药品名单中,7个PD-1/PD-L1均被纳入,也成为了此次医保谈判的最大看点之一。

在去年的医保谈判中,PD-1产品中只有信迪利单抗(商品名达伯舒)以63.7%的降幅进入国家医保目录(乙类),其进入医保前的价格是7838元/100mg,经过医保谈判后,价格降为2843元/100mg,信迪利单抗的新价格和医保报销已从今年1月1日起正式执行,到2021年12月31日截止,再进行新一轮的医保谈判。

有分析人士表示,此次进入医保谈判的PD-1/PD-L1或将以信迪利单抗的降幅和价格为参照,不过也需结合产品自身的情况,比如研发投入、获批适应症、患者群体数量等。

医保市场带来的产品放量无疑是诱人的,以信迪利单抗为例,其今年前三季度累计实现销售收入超15亿元,按此逐季增长趋势,本年度营收超20亿元已毋庸置疑,相比较去年10.159亿元的年销售额,整整翻了一番。

截止目前,国内已上市6个PD-1(4个国产,2个进口),2个PD-L1(均为进口),日前,8个产品都已公布了本年度前三季度销售业绩,从他们的销售业绩或许可对接下来医保谈判敢报出的“地板价”窥探一二。

先从进口产品说起,Keytruda无疑成为了最大“吸金王”,根据辉瑞日前发布的Q3业绩报告显示,其销售额为37.15亿美元,增长21%;其中,美国地区收入22亿美元,肺癌以外适应症大约贡献了50%的销售收入,Keytruda在2020前三季度累计收入已经达到103.87亿美元,增长31%,约合人民币超680亿,远远甩出了其最大竞争对手Opdivo一大截,Opdivo前三季度的全球销售收入折合人民币约341亿,完全不敌Keytruda。

两款进口PD-L1产品方面,阿斯利康的Imfinzi(durvalumab,度伐利尤单抗)和罗氏的Tecentriq(atezolizumab,阿替利珠单抗)在前三季度分别取得了约合人民币97.59亿和132.24亿的收入。

4款国产PD-1产品则也出现了较大差距,目前除了信迪利单抗超15亿,另外一款超15亿的是恒瑞医药的卡瑞利珠单抗,有统计数据显示,其销售额已达到30亿元,占据了近40%的市场份额,有声音传出,该业绩已经成功超越Keytruda,成为国内PD-1之王。另有相关报道称,卡瑞利珠单抗日前宣布降到3万元/年,如若该消息属实,势必将其他PD-1产品带来较大压力。

其后是君实生物的特瑞普利单抗,三个季度实现营收7.26亿,百济神州的替雷珠丽单抗则收入6.78亿。

在这其中,不得不提特瑞普利单抗,其曾顶着首个国产PD-1光环上市,不过,由于获批适应症少,且适应症患者人数少(2019年新发黑色素瘤病人中既往标准治疗失败后的局部进展或转移性黑色素瘤患者仅2400人),特瑞普利单抗增速不太显着,但其一直在为抢占更多市场努力,此前,君实生物曾表示,未来受其他竞品大幅降价、经销商或药店发起优惠活动、政府调低终端药品零售价格或产品被纳入医保目录等因素影响,公司会根据市场情况制定价格应对策略,特瑞普利单抗存在进一步降价的可能。

目前,特瑞普利单抗用于治疗鼻咽癌和尿路上皮癌的新适应症也已递交上市申请,预计或将于2021年上半年相继获批。

综合以上情况,Keytruda和卡瑞利珠单抗增势强劲,Keytruda有着强大的品牌效应和大癌种适应症获批的优势,卡瑞利珠单抗则凭借其强大的销售队伍和成熟的销售体系,已在国内的医疗机构大面积铺开,有消息称,恒瑞医药PD-1专职销售人员便接近2000人,是其他家销售团队规模的一倍甚至更多,可以预计,即使最终未被纳入医保,Keytruda和卡瑞利珠单抗的日子也并不会难过。

另外三款PD-1产品则可能更寄望于进入医保,由此带来快速的市场放量,而两款PD-L1则由于没有国内产品的竞争,且还有国外市场的份额,也许面临纳入医保压力不会有那么大。

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    2020-12-06 smartjoy
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    2020-12-05 1209e435m98(暂无昵称)

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