On December 21, the official website of the State Food and Drug Administration showed that CStone Pharmaceuticals' PD-L1 product sugliformumab injection has been approved for marketing, and the indication is non-small cell lung cancer. This is the second domestic PD-L1 product to be listed.
Source: The official website of the State Food and Drug Administration
According to CStone, Sugly monoclonal antibody injection is a potential best-in-class PD-L1 product. In 2016, CStone acquired the exclusive development, manufacturing and commercialization rights of the drug from WuXi Biologics in Greater China. Later, the two sides reached an agreement in 2018 to expand their interests globally.
In 2020, CStone sold its interests in suglimab at home and abroad to Pfizer and U.S. star pharmaceutical company EQRx for $480 million and $1.3 billion, respectively. In other words, CStone will not participate in future sales activities of sugliformab in the future.
Interestingly, EQRx has previously stated that it has begun to advance the listing of schuglizumab in several countries simultaneously. It is estimated that for non-small cell lung cancer alone, annual sales are expected to reach more than $2 billion in the short term after listing.
In addition, EQRx also announced that it is carrying out a number of high-incidence cancer indications for stomach cancer and esophageal cancer for suglizumab. In the long run, the future market capacity of this drug may be "far more than ten billion US dollars". In this way, the price of the cornerstone seems to be opened low? However, this remains to be tested by time.
Like overseas markets full of uncertainty, Schuglizumab is also "uncertain" at home. At present, including shugli maclizumab, 12 PD-1/PD-L1 products have been listed in China. Among them, the products of Hengrui Pharmaceutical, Baekje, Cinda and Junshi have been included in the national medical insurance.
There is a view in the industry that after this year's national talks, the cost of PD-1 treatment may fall to less than 40,000 yuan from 2022. However, CStone has not yet announced the price of treatment for sugliformumab.
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