Hesitation of Biosimilar in the immune disease market

The third quarter, Remsima’s sales are ₩64 billion and other’s are less than 1 billion

Humira & Simponi grow greatly, but Enbrel decreases only

In the market of TNF alpha inhibitors used to treat autoimmune diseases, domestic biosimilars are showing opposite results.

 

While Celltrion's 'Remsima' has achieved its performance, Samsung Bioepis' Remaroche, SB4, and LG Chem's ‘Eucept' have a weak presence.

 

According to drug research agency IQVIA on the 5th, the market size of TNF alpha inhibitors in the third quarter of this year is ₩56.9 billion.

 

The company has been changing record highs every quarter for the past three years.

 

Compared to ₩37.1 billion in the third quarter of 2016, it increased by 53.0%.

 

Market growth is being driven by Abbie's Humira and Janssen's Simponi.

 

Humira posted sales of ₩ 24.4 billion in the third quarter of this year.

 

It grew 63.8% from ₩39.4 billion in the third quarters 2016, exceeding overall market growth.

 

The market share is still overwhelming at 42.9%.

 

Simponi is the fastest growing.

 

In the third quarter, the company's sales reached ₩8 billion, nearly double that of three years ago (₩4.3 billion).

 

The market share of the entire TNF alpha inhibitor market is 14.1%, which is second only to Remicade (20.5%).

 

Domestic Biosimilar Polarization… Less than ₩1 billion excluding Remsima. Four domestic biosimilars have challenged the TNF alpha inhibitor market.

 

Remsima and Remaroche are remicade's biosimilars, while Etoloche and Eucepl are Enbrel's biosimilars.

 

However, their performance is staggered by item First of all, if you look at the infliximab (remicade and biosimilar) market, all three products are steadily increasing.

 

Among them, Remicade's sales increased 27.2% from ₩9.3 billion in the third quarters 2016 to ₩11.7 billion in the third quarter.

 

It is analyzed that it is leading the challenge of biosimilar.

 

In the same period, Remsima increased 60% from ₩4 billion to ₩6.4 billion.

 

Among biosimilars, he received the most successful report cards.

 

However, it is pointed out that the explosive power does not show as much as in Europe.

 

According to Celltrion, Remsima's European share was 52% at the end of last year, surpassing the original Remicade.

 

Launched in July 2016, Remaroche had virtually no results, but sales began in the second quarter of last year.

 

In the first quarter, sales increased from ₩150 million to ₩800 million in the third quarter.

 

Compared to other products, the sales volume is minimal.

 

In the etanercept market, both original and biosimilars are sluggish.

 

Enbrel is the only decline in sales among all TNFalpha inhibitors.

 

the third quarter sales amounted to ₩4.4 billion, down 9.1% from the third quarter 2016's ₩4.8 billion.

 

Three years ago, it was overtaken by Simponi and Remsima in third place, and now ranks fifth.

 

Etoloche increased more than 13 times from ₩600 million in the third quarter of 2016 to ₩900 million in the third quarter of this year.

 

Eucept, which reported its first sales in the fourth quarter of last year, has grown almost four times in a year, from ₩86 million to ₩383 million.

 

However, the sales volume and proportion of both products are insignificant.

 

Currently, Enbrel and Etoloche + Eucept only account for 77.8% versus 22.2%.

 

Although the share of 1% has risen to 22% over the past three years, the impact from the decline in Enbrel's sales is small.

 

An industry official said, "Because the market is expanding rapidly, biosimilars are not easy to settle except for Remsima." “Unlike generics, the price competitiveness is not high, and we are struggling with the influence of other original products, such as Humira or Simponi".