Changes in the lung cancer treatment market are detected

6 types of EGFR-TKI markets worth 156.4 billion won,↑2.8% year-on-year

Sales of Tagrisso are the same as the previous year

Sales of second-generation drugs that can provide first-line benefits remain the same

Changes are detected in the EGFR targeted anticancer drug market, which Tagrisso dominated.

 

Tagrisso sales stagnated for the first time due to sluggish primary treatment benefits.

 

Leclaza, the only domestic new drug in the market, is threatening Tagrisso.

 

According to IQVIA, a pharmaceutical research institute, on the 5th, the size of the domestic EGFR TKI market last year was 156.4 billion won, up 2.8% from 152.1 billion won a year earlier.

 

Compared to the growth trend so far, it has slowed down somewhat.

 

The market surged from 55.4 billion won in 2017 to 104.3 billion won in 2018 and 132.2 billion won in 2019.

 

Tagrisso's sales stood at 106.5 billion won last year, the same as the previous year.

 

Tagrisso, which had been increasing sales at a frightening pace for four years since its approval in 2016, suffered a stagnation for the first time last year.

 

Tagrisso is the first third-generation EGFR-TKI in Korea.

 

It is a next-generation targeted anticancer drug following the first generation Iressa, Tarceva, and second generation Giotrif and Vizimpro.

 

Tagrisso was first listed in December 2017 after being approved as a secondary treatment in May 2016.

 

Sales of Tagrisso jumped from 2.3 billion won in 2016 to 10.3 billion won in 2017, and surged to 59.4 billion won in 2018.

 

It surpassed 100 billion won for the first time, raising 106.5 billion won in 2020 following 79.2 billion won in 2019.

 

However, it did not exceed 100 billion won last year.

 

This is in contrast to a 16% increase in global sales from $4.3 billion to $5 billion last year.

 

This is analyzed as a result of reflecting the specificity of the Korean market.

 

Tagrisso obtained a primary treatment indication for EGFR mutated non-small cell lung cancer in December 2018 and began to expand the benefit, but failed to pass the Cancer Disease Review Committee of the Health Insurance Review and Assessment Service for three years.

 

Since then, AstraZeneca has appealed for Asian effects by submitting FLAURA China data for Chinese people, but failed to pass the Cancer Disease Review Committee in November last year.

 

Another factor that caused congestion was the emergence of a new domestic drug Leclaza.

 

Leclaza is a third-generation EGFR TKI developed by Yuhan Corporation.

 

In January of last year, it was approved as the 31st new drug in Korea and was listed in July of that year.

 

It was registered 165 days after the permit while quickly applying for insurance registration.

 

Leclaza is also the only domestic treatment in the EGFR targeted anticancer drug market.

 

Leclaza quickly entered large hospitals and made full-fledged sales in the second half of last year.

 

Sales for the first six months amounted to 4.1 billion won.

 

This is the highest sales in the past six months among new anticancer drugs developed in Korea.

 

Yuhan Corporation is chasing Tagrisso by entering a global phase 3 with the aim of indicating Leclaza's primary treatment.

 

Beringer Ingelheim's Giotrif stood at 22 billion won last year, up 18.4% from 18.6 billion won the previous year.

 

Giotrif is steadily increasing its sales to 10.9 billion won in 2017, 13.6 billion won in 2018, and 16.6 billion won in 2019.

 

Iressa fell 14.1% from 19.6 billion won in 2020 to 16.8 billion won last year.

 

Tarceva also fell 23.6% from 7.3 billion won to 5.6 billion won.

 

First-generation EGFR-TKI, which once accounted for 80% of the market, gave way to next-generation drugs, falling to 14%.