Bevacizumab biosimilar(Dr. Reddy's Laboratories)

HYDERABAD, India--( BUSINESS WIRE )--Dr. Reddy’s Laboratories Ltd. (BSE: 500124, NSE: DRREDDY, NYSE: RDY, NSEIFSC: DRREDDY; along with its subsidiaries together referred to as “Dr. Reddy’s”), announced the launch of Toripalimab in India. Toripalimab is a New Biological Entity (NBE). It is the only immuno-oncology drug approved by various regulatory authorities around the world such as the United States Food and Drug Administration (USFDA), European Medicines Agency (EMA), Medicines and Healthcare products Regulatory Agency (MHRA), and others for the treatment of adults with recurrent or metastatic nasopharyngeal carcinoma (RM-NPC). In 2023, Dr. Reddy’s entered into a license and commercialisation agreement with Shanghai Junshi Biosciences Co. Ltd for Toripalimab. Under this agreement, Dr. Reddy’s obtained exclusive rights to develop and commercialise Toripalimab in 21 countries including India, South Africa, Brazil and various countries in Latin America. Additionally, the agreement allows Dr. Reddy’s to expand the scope of the license to cover Australia, New Zealand and nine other countries. With this launch by Dr. Reddy’s, India becomes the third country in the world after China and the United States to receive access to this next generation PD-1 inhibitor 1 . Dr. Reddy’s will market it under the brand name Zytorvi® in India. The standard of care for RM-NPC in India before Toripalimab was chemotherapy (gemcitabine and cisplatin). Toripalimab is indicated as first-line treatment of adults with metastatic or recurrent locally advanced NPC in combination with gemcitabine and cisplatin. This combination has shown a 48% reduction in risk of progression or death 2 . Additionally, Toripalimab has also been approved as monotherapy for the treatment of adults with recurrent unresectable or metastatic NPC with disease progression on or after platinum-containing chemotherapy. M.V. Ramana, Chief Executive Officer, Branded Markets (India and Emerging Markets), Dr. Reddy’s, said: “ The launch of Toripalimab is a significant milestone for patients diagnosed with nasopharyngeal carcinoma (NPC) in India. NPC is a rare form of head and neck cancer. However, the prognosis of the disease for patients in advanced stages is poor, and India is among the top five countries in the world in terms of disease burden 3 . As the next generation PD-1 inhibitor, Toripalimab has demonstrated superior outcomes for RM-NPC versus standard of care, thereby meeting a significant unmet need for patients with NPC in India. This launch is also a major milestone for us as a company. Oncology has been a top focus therapy area for us. Our offerings aim to build an end-to-end ecosystem of care – access to current standard of care cancer medicines across multiple countries globally, innovation in formulations, strategic collaborations for novel innovative molecules particularly in India and other emerging markets, beyond-the-pill support such as nutrition and digital tools. Our portfolio of standard of care small molecules and biosimilars across cancer types in India and other emerging markets has included Reditux™, Versavo®, Lenangio™, and Hervycta™. Additionally, under our innovation agenda, access to novel molecules through collaborations is a key pillar, since access to meaningful innovation and the latest standard of care remains a challenge for patients in emerging markets. Thanks to the relentless efforts of our cross-functional teams, we have been able to launch Toripalimab in India in the same year as its launch in the U.S. We will continue to work hard to serve our patients and stakeholders to remain their partner of choice, and progress towards our goal of serving over 1.5 billion patients by 2030.” NPC is a malignant tumour that arises from the epithelium of the nasopharynx. According to GLOBOCAN 2022 statistics, the number of newly diagnosed NPC cases in 2022 exceeded 120,000 worldwide. In India, there were 6,519 newly diagnosed cases of NPC in 2022 4 . The highest age-adjusted rates for NPC were found in the north-eastern states in India, with Kohima in Nagaland having an incidence of 19.4/100,000 population 5 . Toripalimab is an anti-PD-1 monoclonal antibody developed for its ability to block PD-1 interactions with its ligands, PD-L1 and PD-L2, and for enhanced receptor internalisation (endocytosis function). Blocking PD-1 interactions with PD-L1 and PD-L2 promotes the immune system’s ability to attack and kill tumour cells 6 . About Dr. Reddy’s : Dr. Reddy’s Laboratories Ltd. (BSE: 500124, NSE: DRREDDY, NYSE: RDY, NSEIFSC: DRREDDY) is a global pharmaceutical company headquartered in Hyderabad, India. Established in 1984, we are committed to providing access to affordable and innovative medicines. Driven by our purpose of ‘Good Health Can’t Wait’, we offer a portfolio of products and services including APIs, generics, branded generics, biosimilars and OTC. Our major therapeutic areas of focus are gastrointestinal, cardiovascular, diabetology, oncology, pain management and dermatology. Our major markets include – USA, India, Russia & CIS countries, China, Brazil and Europe. As a company with a history of deep science that has led to several industry firsts, we continue to plan ahead and invest in businesses of the future. As an early adopter of sustainability and ESG actions, we released our first Sustainability Report in 2004. Our current ESG goals aim to set the bar high in environmental stewardship; access and affordability for patients; diversity; and governance. For more information, log on to: www.drreddys.com . Disclaimer: This press release may include statements of future expectations and other forward-looking statements that are based on the management’s current views and assumptions and involve known or unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words "may", "will", "should", "expects", "plans", "intends", "anticipates", "believes", "estimates", "predicts", "potential", or "continue" and similar expressions identify forward-looking statements. Actual results, performance or events may differ materially from those in such statements due to without limitation, (i) general economic conditions such as performance of financial markets, credit defaults , currency exchange rates, interest rates, persistency levels and frequency / severity of insured loss events, (ii) mortality and morbidity levels and trends, (iii) changing levels of competition and general competitive factors, (iv) changes in laws and regulations and in the policies of central banks and/or governments, (v) the impact of acquisitions or reorganization, including related integration issues, and (vi) the susceptibility of our industry and the markets addressed by our, and our customers’, products and services to economic downturns as a result of natural disasters, epidemics, pandemics or other widespread illness, including coronavirus (or COVID-19), and (vii) other risks and uncertainties identified in our public filings with the Securities and Exchange Commission, including those listed under the "Risk Factors" and "Forward-Looking Statements" sections of our Annual Report on Form 20-F for the year ended March 31, 2024. The company assumes no obligation to update any information contained herein. 1 Ravindranathan S, Wang X, et al. Characteristics of toripalimab: a next generation anti-PD-1 antibody with potent T cell activation and enhanced clinical efficacy irrespective of PD-L-1 status. J Immunother Cancer 2023;11(Suppl 1):A1–A1731 2 Mai, HQ., Chen, QY., Chen, D. et al. Toripalimab or placebo plus chemotherapy as first-line treatment in advanced nasopharyngeal carcinoma: a multicenter randomized phase 3 trial. Nat Med 27, 1536–1543 (2021). 3 Chen YP, Chan AT, Le QT, Blanchard P, Sun Y, Ma J. Nasopharyngeal carcinoma. The Lancet. 2019 Jul 6;394(10192):64-80. 4 Ferlay J, Ervik M, Lam F, Laversanne M, Colombet M, Mery L, Piñeros M, Znaor A, Soerjomataram I, Bray F (2024). Global Cancer Observatory: Cancer Today. Lyon, France:International Agency for Research on Cancer. Available from: https://gco.iarc.who.int/today . 5 Mailankody, Sharada, et al. "Epidemiology of rare cancers in India and South Asian countries–remembering the forgotten." The Lancet Regional Health-Southeast Asia 12 (2023). 6 Chen YP, Chan AT, Le QT, Blanchard P, Sun Y, Ma J. Nasopharyngeal carcinoma. The Lancet. 2019 Jul 6;394(10192):64-80.

注：本文不构成任何投资意见和建议，以官方/公司公告为准；本文仅作医疗健康相关药物介绍，非治疗方案推荐（若涉及），不代表平台立场。任何文章转载需要得到授权。 非小细胞肺癌（NSCLC）作为肺癌中最常见的类型，其发病率和死亡率在全球范围内均居高不下，对人类的生命健康构成了严重威胁。随着医学科技的飞速发展，尤其是在精准医疗和免疫疗法领域的突破性进展，NSCLC的治疗策略正经历着前所未有的变革。 本文基于摩熵咨询发布的《市场研究专题报告——非小细胞肺癌药物》部分内容，旨在全面梳理NSCLC治疗领域的最新进展，特别是PD-(L)1抑制剂和VEGF抑制剂等关键药物在NSCLC中的应用与市场表现，以期为临床医生、研究者及政策制定者提供有价值的参考信息。 01 PD-(L)1抑制剂 在NSCLC中的应用与市场表现 1.无驱动基因的NSCLC治疗：免疫疗法成为首选 NSCLC按病理分型可分为鳞状和非鳞状，有确切驱动基因时优先使用靶向治疗药物。针对无驱动基因，首推免疫疗法。诊疗指南推荐的一线疗法单药为帕博利珠单抗和阿替利珠单抗（非鳞和鳞癌都适用）、PD-(L)1联合化疗、贝伐珠单抗联合化疗+贝伐珠维持治疗。 摩熵咨询（原药融咨询）深度报告 IV期无驱动基因突变的非鳞NSCLC（2024版CSCO）诊疗指南： （1）将“纳武利尤单抗+伊匹木单抗（限PD-L1≥1%）”、“纳武利尤单抗+伊匹木单抗和2周期培美曲塞+铂类”降级为晚期一线治疗Ⅲ级推荐； （2）新增“特瑞普利单抗+含铂化疗新辅助+辅助治疗”为围手术期治疗Ⅰ级推荐； （3）新增“帕博利珠单抗、替雷利珠单抗或卡瑞利珠单抗+含铂化疗新辅助治疗+辅助治疗”为围手术期治疗Ⅱ级推荐； （4）新增“度伐利尤单抗或纳武利尤单抗+含铂化疗新辅助+辅助治疗”为围手术期治疗Ⅲ级推荐 鳞癌多为中央型，易于出血，因此抗血管生成药物贝伐珠单抗是禁忌，化疗药物也不推荐使用培美曲塞。鳞癌治疗选择有限，整体预后劣于非鳞癌。但鳞癌患者的 PD-L1 阳性比例显著高于非鳞癌，鳞癌患者接受免疫治疗可能具有更好的获益。 摩熵咨询（原药融咨询）深度报告 IV期无驱动基因突变的鳞状NSCLC（2024版CSCO）诊疗指南： 在一线治疗方面，如果患者的一般状况较好（PS=0-1），I级推荐有（1）帕博利珠单抗单药(限 PD-L1 TPS ≥50%，PD-LI TPS 1%~49%)；（2）阿替利珠单抗（限 PD-L1 TC≥50% 或IC>10%）；（3）紫杉醇+铂类联合帕博利珠/卡瑞利珠/舒格利/派安普利单抗；（4）紫杉醇/白蛋白紫杉醇+铂类联合替雷利珠单抗；（5）白蛋白紫杉醇+铂类联合斯鲁利单抗；（6）吉西他滨+铂类联合信迪利单抗；（7）含顺铂或卡铂双药方案:顺铂/卡铂联合吉西他滨或多西他赛或紫杉醇或脂质体紫杉醇或紫杉醇聚合物胶束；（8）含奈达铂双药方案:奈达铂+多西他赛。如果患者的一般状况较差（PS=2），推荐单药化疗，可以包括吉西他滨、紫杉醇、长春瑞滨或多西他赛等药物。  在二线治疗方面，如果患者的一般状况较好（PS=0-2），首选纳武利尤单抗和替雷利珠单抗这两种免疫治疗药物。多西他赛也是一个可选的治疗方案。作为二线治疗的备选方案，可以考虑帕博利珠单抗，但其使用受限于PD-L1的表达水平（TPS≥1%），以及阿替利珠单抗。其他可选药物包括吉西他滨、长春瑞滨和阿法替尼（特别是不适合化疗及免疫治疗的患者）。 在三线治疗方面，对于PS=0-2的患者，可以考虑纳武利尤单抗和多西他赛这两种药物。另外，对于外周型鳞癌的患者，安罗替尼也是一个可选的治疗方案。 2.PD-(L)1国内整体销售额突破210亿元，百济神州和信达生物名列前茅 摩熵医药数据库显示，自2018年首款PD-(L)1在国内上市以来，截止2023年底，已有15款PD-(L)1相继获批上市，销售额一路高歌猛进，从2019年57亿元增长至2023年211亿元。增长的主要原因在于：1）显著的临床疗效；2）广泛的适应症范围，肺癌、肝癌、胃癌、黑色素瘤等多种肿瘤适应症都已获批上市。 摩熵咨询（原药融咨询）深度报告 从2023年国内销售额竞争格局来看，在激烈的市场竞争中，百济神州的替雷利珠单抗以45亿元的销售成绩市占率第一（21%），信达生物的信迪利单抗以40亿元的销售额排名第二，市占率为19%，排名第三的为默沙东的帕博利珠单抗，32亿元（15%），未纳入医保能有这么好的成绩在于帕博利珠单抗先发优势，广泛获批的适应症和默沙东超强的销售能力。 摩熵咨询（原药融咨询）深度报告 值得一提的是，PD-1四小龙中最晚上市的替雷利珠单抗一路逆袭，进入医保后更是“以价换量”成效突出。目前，替雷利珠单抗三大NSCLC适应症已全面纳入医保，成为唯一实现晚期NSCLC医保全程覆盖的PD-(L)1抗体。 02 VEGF抑制剂 在NSCLC中的应用与市场前景 （1）贝伐珠单抗12个厂家竞争，齐鲁制药拔得头筹 血管内皮生长因子（VEGF）抑制剂是一类通过阻断肿瘤血管生成进而抑制肿瘤发展的药物。代表药物为贝伐珠单抗和安罗替尼。 贝伐珠单抗（Avastin）是罗氏旗下基因泰克开发的VEGF单抗，是全球第一款抗肿瘤血管生成药物，2010年首次在国内上市，目前已获批结直肠癌、非小细胞肺癌、胶质母细胞瘤、肾细胞癌、宫颈癌、卵巢癌、输卵管癌、腹膜癌等多个实体瘤适应症。其国内的专利于2018年到期。由于大量生物类似药的上市，整体贝伐珠单抗的销售额近几年仍在快速增长，从2019年42亿元增长到2023年111亿元。 摩熵咨询（原药融咨询）深度报告 从2023年国内销售额竞争格局来看，在激烈的市场竞争中，百济神州的替雷利珠单抗以45亿元的销售成绩市占率第一（21%），信达生物的信迪利单抗以40亿元的销售额排名第二，市占率为19%，排名第三的为默沙东的帕博利珠单抗，32亿元（15%），未纳入医保能有这么好的成绩在于帕博利珠单抗先发优势，广泛获批的适应症和默沙东超强的销售能力。 摩熵咨询（原药融咨询）深度报告 贝伐珠单抗的原研药为罗氏的安维汀（Avastin），于2004年获FDA批准上市，用于治疗晚期结直肠癌，之后不断拓展多个实体瘤适应症，在全球上百个国家和地区获得批准。安维汀自上市以来经常进入全球畅销药品TOP10榜单，销售额一直保持稳定，体量在68亿美元左右。 不过，随着专利悬崖的到来（中国、欧洲和美国的专利于2018年-2019年到期），以及各国药企的贝伐珠单抗类似药围猎下，安维汀的全球销售额从2019年的74.9亿美元下滑至2022年的22亿美元，销量一下子跌回到十几年前。众多玩家的生物类似药轮番上阵，导致罗氏的市场份额被逐渐瓜分，从辉煌走向衰落。 齐鲁制药摘得国产首个贝伐珠单抗生物类似药，并在2023年实现销售额54亿元，市场占比近50%，大幅超越罗氏（17%），取得榜首。齐鲁制药之所以能取胜，一方面在于抢占了市场先发优势；另一方面，还要归功于价格优势，凭借不到原研80%的价格优势，让齐鲁制药的安可达得以快速入院，实现放量增长。 （2）安罗替尼多靶点抗肿瘤血管生成，销售峰值达46亿，2023年销售额仍有38亿元 安罗替尼是正大天晴研发的一款小分子多靶点酪氨酸激酶抑制剂（TKI），它能有效抑制VEGFR、PDGFR、FGFR、c-Kit等激酶，从而抑制肿瘤血管生成和肿瘤生长。于2018年在国内获批上市，目前已获批三个适应症：三线晚期非小细胞肺癌、晚期软组织肉瘤、三线晚期小细胞肺癌。 凭借正大天晴优秀的销售能力，以及安罗替尼在2018年即被纳入国家医保目录，加之其治疗无需基因检测，相较于需伴随诊断的同类药物，使用上更显便捷等多重优势，使得安罗替尼在市场上备受青睐，并取得了不俗的销售成绩。2019年销售额达25.63亿元，2019年达到峰值45.87亿元，2022年由于医保谈判降价42%使得销售额下滑。 摩熵咨询（原药融咨询）深度报告 结语 随着精准医疗技术的不断进步和临床实践的深入探索，NSCLC的治疗方案日益丰富和完善。PD-(L)1抑制剂和VEGF抑制剂作为NSCLC治疗中的两大重要药物类别，其市场表现和竞争格局均呈现出积极的发展态势。未来，随着更多创新药物的研发与上市以及治疗指南的不断更新与完善，NSCLC患者将拥有更多个性化、精准化的治疗选择。 肺癌市场研究完整报告领取方式 识别二维码领取下载 END 本文为原创文章，转载请留言获取授权  联系我们，体验摩熵医药更多专业服务 会议 合作 园区 服务 数据库 咨询 定制 服务 媒体 合作 点击阅读原文，了解更多品牌升级详情！