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三代肺癌药已经卷上天,信达生物为什么还要买?

dangxia,guoneichuangxinyaolingyufengongquyumingque,yuelaiyueduoguochanchuangxinyaodeshangyehuahuanjiebeijiaojiyouxiaoshoutuanduihejingyande“dachang”laizuo。houzheyejiecijiangzijideshangyehuanenglibianxian,bingfengfuzishendechanpinzuhe。

图片来源:界面图库

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

10yue8ri,gangguchuangxinyaogongsixindashengwuyuagushangshigongsiaosaikangyaoyegongtongxuanbu,shuangfangjiulietinipian(shangpinming:aoyixin)dachengdujiashangyehuahezuo。

qizhong,aosaikangweilietinideshangshixukechiyouren,fuzegaichanpindeshangyehuashengchanhegonghuo,bingxiangxindashengwuzhifuxiaoshoutuiguangfuwufei。xindashengwuzequdelietinizaizhongguodaludiqudedujiatuiguangxiaoshouquan,bingxiangaosaikangzhifushoufukuan、zhucelichengbeihexiaoshoulichengbeikuanxiang。buguo,shuangfangweipilubencihezuodejutijiaoyijine。

shijishang,jinsanniandexingyehandongshiguoneichuangxinyaolingyufengongquyumingque,yuelaiyueduoguochanchuangxinyaodeshangyehuahuanjiebeijiaojiyouxiaoshoutuanduihejingyande“dachang”laizuo。houzheyejiecijiangzijideshangyehuanenglibianxian,bingfengfuzishendechanpinzuhe。bencixindashengwuheaosaikangdehezuoyeshiruci。

jutidaochanpinshang,lietinishiyikuandisandaiegfr tki(biaopishengzhangyinzishoutilaoansuanjimeiyizhiji)baxiangyao,yeshiaosaikangjinzhanzuikuaide1leixinyao。

muqian,gaiyaoyiyouliangxiangxinyaoshangshishenqing(nda)zaiguojiayaojianju(nmpa)shenpingzhong,fenbieweiegfr tkinaiyaobingcunzaiegfr t790mtubianyangxing、huoyuanfaxingegfr t790mtubianyangxingdefeixiaoxibaofeiai(nsclc)erxianzhiliao,yijiegfrwaixianzi19queshi(19del)huowaixianzi21zhihuantubian(l858r)densclcyixianzhiliao。

qizhong,qianzheyu2021nian11yuehuoshouli,bingyibuchongdijiaoziliao;houzheyu2024nian8yuehuoshouli。aosaikangyujigaiyaojiangyu2024nianhuopi。

zuoweihuanzheduo、shichangdadedaaizhong,wanqinsclcsulaishizhongduoyaoqide“bizhengzhidi”。

zheileihuanzhedexitongxingquanshenzhiliaofenzuoqudongjiyinyinxingheyangxinglianglei。qianzhedangxiadeyixianbiaozhunliaofashipd-1+hualiao。houzhezhong,egfr、krastubianjunshichangjiandequdongjiyintubian,liangzhezainsclchuanzhezhongdexiedailvjunyuewei30%。

zaiegfrtubiannsclczhong,egfr tkiyishiyixianbiaozhunliaofa。youyinweijiejueleqiandaichanpindenaiyaoxingwenti,disandaiegfr tkichengweizhuliuyongyao。2021nian,shoukuansandaichanpinaoxitini(asilikang)jichuangxiachao50yimeiyuandequanqiuxiaoshoue。

zaizheiyishiyingzhengshang,guoneiduojiayaoqidekaifasilujunshiconghouxianwangyixianzhiliaoshangtuijin、jinyibaofangliang,bingtansuolianheyongyao,lietiniyebuliwai。

buguodangxia,gailingyuyixiangdangyongji。zailietiniqian,yiyou6kuandisandaiegfr tkizaiguoneihuopi。

其中,先行者阿美替尼(翰森)、伏美替尼(艾力斯)shangshihouxunsuqiangshiaoxitinishichang,2023nianxiaoshouefenbiechao30yiyuan、yue20yiyuan。

随后,贝福替尼(贝达/益方)、瑞齐替尼(倍而达药业)、瑞厄替尼(圣和药业)先后进场。该品种的价格较量也成为2024年国谈的看点之一

换而言之,利厄替尼上市即面临激烈竞争。由此,对以消化领域产品起家、zhengzaichuangxinzhuanxing、weiyouzhongliuxinyaoxiaoshoujingyandeaosaikangeryan,jiangqijiaojixindashengwulaimaibunanlijie。yuzhileisidehaiyou,beierdayejiangruiqitiniguoneideshangyehuaquanyishouyulelaopaiyaoqishiyao。

erduixindashengwulaishuo,jieqianjiniandechuangxinyaozibenrelang,gongsiyizhujiancongbiotech(shengwukejigongsi)fazhanchengbiopharma(shengwuzhiyaogongsi)。muqian,qiyongyouyue3000rendexiaoshoutuandui,qieshangyehuanenglizaiguoneiyizhongchuangxinyaogongsizhongpoweituchu。

youci,bang“xinren”maiyaoyeshuidaoqucheng。erchuleshangyehuashouyi,lietiniyebuchonglexindazijizaifeiailingyudebuju。

shijishang,xindashengwuzaizhenggefeiaishangluozipoduo,baokuoyihuopidexindilidankang(pd-1,kuohaoneiweibadian,xiatong)、beifazhudankang(vegr)、saiputini(ret)、fuzeleisai(kras g12c),yijindazhengzaishenpingzhongdetaleitini(ros1)。

qizhong,zaiqudongjiyinyinxingdensclcshang,jishixingchanpinxindilidankangyihuopiyuhualiaolianyong,yongyuyixianzhiliaolinzhuanghefeilinzhuangnsclc。beifazhudankangyuhualiaolianyongyehuopiyongyufeilinzhuangnsclcdeyixianzhiliao。

qudongjiyinyangxingdensclczhong,xindabenshenzaiegfrtubianshangyiyouliaofahuopi,jixindili+beifazhu+hualiaosiyaolianyong,yongyuegfrtubiannsclcdeerxianzhiliao。

不过,相较于后来的新疗法如PD-1/VEGF双抗(依沃西单抗,康方)、egfr/c-metshuangkang(aiwantuodankang,qiangsheng)、trop2 adcdengyaowuyongyuegfrtubiannsclchouxianzhiliao,xindadelianyongfanganzailiaoxiao、yongyaofudandengfangmiandouxianyouyoushi。

lingwai,aiwantuodankangyudisandaiegfr tkilazetinilianyong,zaiquanqiu3qilinchuangtouduitoushiyanzhongjibaiaoxitini,yu2024nian8yuezaimeihuopiyongyuegfrtubiannsclcyixianzhiliao,yexianshichuegfr tkidelianyongqianli。

zheihuodouchengweixindaxuyaoyikuanjijianghuopideegfr tki,laiweichizijizaigailingyudiweideyuanyin。

ciwai,fuzeleisaishiguoneishougehuopidekrasbaxiangyao,zheilingxindazailingyichangjiandequdongjiyinkrastubianshangzhanjuxianfayoushi。retheros1tubianzainsclchuanzhezhongzejiaoweihanjian。

lingwai,lietinibingfeiaosaikangzaifeiailingyubujudeweiyixinyao,qihaiyouyikuanxiaofenzic-metyizhijiaskc202,niyulietinilianyong,zhiliaoegfr-tkinaiyaoqiecunzaimetjiyinyichanghuodanbaiguobiaodadensclchuanzhe。muqian,gailianyongfanganzhengchuyulinchuang1qijieduan。

zheihuoyeshibencixindajinqudelietinishangyehuaquanyi,erfeimaiduangaichanpindeyuanyin。weilai,aosaikanghexindashengwuzaifeiaishangdehezuoshifouhuigengjinyibuhaiyoudaiguancha。

未经正式授权严禁转载本文,侵权必究。

信达生物

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三代肺癌药已经卷上天,信达生物为什么还要买?

dangxia,guoneichuangxinyaolingyufengongquyumingque,yuelaiyueduoguochanchuangxinyaodeshangyehuahuanjiebeijiaojiyouxiaoshoutuanduihejingyande“dachang”laizuo。houzheyejiecijiangzijideshangyehuanenglibianxian,bingfengfuzishendechanpinzuhe。

图片来源:界面图库

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

10yue8ri,gangguchuangxinyaogongsixindashengwuyuagushangshigongsiaosaikangyaoyegongtongxuanbu,shuangfangjiulietinipian(shangpinming:aoyixin)dachengdujiashangyehuahezuo。

qizhong,aosaikangweilietinideshangshixukechiyouren,fuzegaichanpindeshangyehuashengchanhegonghuo,bingxiangxindashengwuzhifuxiaoshoutuiguangfuwufei。xindashengwuzequdelietinizaizhongguodaludiqudedujiatuiguangxiaoshouquan,bingxiangaosaikangzhifushoufukuan、zhucelichengbeihexiaoshoulichengbeikuanxiang。buguo,shuangfangweipilubencihezuodejutijiaoyijine。

shijishang,jinsanniandexingyehandongshiguoneichuangxinyaolingyufengongquyumingque,yuelaiyueduoguochanchuangxinyaodeshangyehuahuanjiebeijiaojiyouxiaoshoutuanduihejingyande“dachang”laizuo。houzheyejiecijiangzijideshangyehuanenglibianxian,bingfengfuzishendechanpinzuhe。bencixindashengwuheaosaikangdehezuoyeshiruci。

jutidaochanpinshang,lietinishiyikuandisandaiegfr tki(biaopishengzhangyinzishoutilaoansuanjimeiyizhiji)baxiangyao,yeshiaosaikangjinzhanzuikuaide1leixinyao。

muqian,gaiyaoyiyouliangxiangxinyaoshangshishenqing(nda)zaiguojiayaojianju(nmpa)shenpingzhong,fenbieweiegfr tkinaiyaobingcunzaiegfr t790mtubianyangxing、huoyuanfaxingegfr t790mtubianyangxingdefeixiaoxibaofeiai(nsclc)erxianzhiliao,yijiegfrwaixianzi19queshi(19del)huowaixianzi21zhihuantubian(l858r)densclcyixianzhiliao。

qizhong,qianzheyu2021nian11yuehuoshouli,bingyibuchongdijiaoziliao;houzheyu2024nian8yuehuoshouli。aosaikangyujigaiyaojiangyu2024nianhuopi。

zuoweihuanzheduo、shichangdadedaaizhong,wanqinsclcsulaishizhongduoyaoqide“bizhengzhidi”。

zheileihuanzhedexitongxingquanshenzhiliaofenzuoqudongjiyinyinxingheyangxinglianglei。qianzhedangxiadeyixianbiaozhunliaofashipd-1+hualiao。houzhezhong,egfr、krastubianjunshichangjiandequdongjiyintubian,liangzhezainsclchuanzhezhongdexiedailvjunyuewei30%。

zaiegfrtubiannsclczhong,egfr tkiyishiyixianbiaozhunliaofa。youyinweijiejueleqiandaichanpindenaiyaoxingwenti,disandaiegfr tkichengweizhuliuyongyao。2021nian,shoukuansandaichanpinaoxitini(asilikang)jichuangxiachao50yimeiyuandequanqiuxiaoshoue。

zaizheiyishiyingzhengshang,guoneiduojiayaoqidekaifasilujunshiconghouxianwangyixianzhiliaoshangtuijin、jinyibaofangliang,bingtansuolianheyongyao,lietiniyebuliwai。

buguodangxia,gailingyuyixiangdangyongji。zailietiniqian,yiyou6kuandisandaiegfr tkizaiguoneihuopi。

其中,先行者阿美替尼(翰森)、伏美替尼(艾力斯)shangshihouxunsuqiangshiaoxitinishichang,2023nianxiaoshouefenbiechao30yiyuan、yue20yiyuan。

随后,贝福替尼(贝达/益方)、瑞齐替尼(倍而达药业)、瑞厄替尼(圣和药业)先后进场。该品种的价格较量也成为2024年国谈的看点之一

换而言之,利厄替尼上市即面临激烈竞争。由此,对以消化领域产品起家、zhengzaichuangxinzhuanxing、weiyouzhongliuxinyaoxiaoshoujingyandeaosaikangeryan,jiangqijiaojixindashengwulaimaibunanlijie。yuzhileisidehaiyou,beierdayejiangruiqitiniguoneideshangyehuaquanyishouyulelaopaiyaoqishiyao。

erduixindashengwulaishuo,jieqianjiniandechuangxinyaozibenrelang,gongsiyizhujiancongbiotech(shengwukejigongsi)fazhanchengbiopharma(shengwuzhiyaogongsi)。muqian,qiyongyouyue3000rendexiaoshoutuandui,qieshangyehuanenglizaiguoneiyizhongchuangxinyaogongsizhongpoweituchu。

youci,bang“xinren”maiyaoyeshuidaoqucheng。erchuleshangyehuashouyi,lietiniyebuchonglexindazijizaifeiailingyudebuju。

shijishang,xindashengwuzaizhenggefeiaishangluozipoduo,baokuoyihuopidexindilidankang(pd-1,kuohaoneiweibadian,xiatong)、beifazhudankang(vegr)、saiputini(ret)、fuzeleisai(kras g12c),yijindazhengzaishenpingzhongdetaleitini(ros1)。

qizhong,zaiqudongjiyinyinxingdensclcshang,jishixingchanpinxindilidankangyihuopiyuhualiaolianyong,yongyuyixianzhiliaolinzhuanghefeilinzhuangnsclc。beifazhudankangyuhualiaolianyongyehuopiyongyufeilinzhuangnsclcdeyixianzhiliao。

qudongjiyinyangxingdensclczhong,xindabenshenzaiegfrtubianshangyiyouliaofahuopi,jixindili+beifazhu+hualiaosiyaolianyong,yongyuegfrtubiannsclcdeerxianzhiliao。

不过,相较于后来的新疗法如PD-1/VEGF双抗(依沃西单抗,康方)、egfr/c-metshuangkang(aiwantuodankang,qiangsheng)、trop2 adcdengyaowuyongyuegfrtubiannsclchouxianzhiliao,xindadelianyongfanganzailiaoxiao、yongyaofudandengfangmiandouxianyouyoushi。

lingwai,aiwantuodankangyudisandaiegfr tkilazetinilianyong,zaiquanqiu3qilinchuangtouduitoushiyanzhongjibaiaoxitini,yu2024nian8yuezaimeihuopiyongyuegfrtubiannsclcyixianzhiliao,yexianshichuegfr tkidelianyongqianli。

zheihuodouchengweixindaxuyaoyikuanjijianghuopideegfr tki,laiweichizijizaigailingyudiweideyuanyin。

ciwai,fuzeleisaishiguoneishougehuopidekrasbaxiangyao,zheilingxindazailingyichangjiandequdongjiyinkrastubianshangzhanjuxianfayoushi。retheros1tubianzainsclchuanzhezhongzejiaoweihanjian。

lingwai,lietinibingfeiaosaikangzaifeiailingyubujudeweiyixinyao,qihaiyouyikuanxiaofenzic-metyizhijiaskc202,niyulietinilianyong,zhiliaoegfr-tkinaiyaoqiecunzaimetjiyinyichanghuodanbaiguobiaodadensclchuanzhe。muqian,gailianyongfanganzhengchuyulinchuang1qijieduan。

zheihuoyeshibencixindajinqudelietinishangyehuaquanyi,erfeimaiduangaichanpindeyuanyin。weilai,aosaikanghexindashengwuzaifeiaishangdehezuoshifouhuigengjinyibuhaiyoudaiguancha。

未经正式授权严禁转载本文,侵权必究。