In recent years, significant progress has been made in the treatment of AIDS, especially in the development of anti-HIV drugs.Gilead SciencesAndGSKIs a major player in the AIDS drug field.Gilead SciencesAs a pioneer in the industry, itsBiktarvy（Biktarvy）The new generation of drugs, with their high viral suppression rates and superior patient compliance, have quickly become leaders in the global anti-AIDS drug market.GSKContinuously launching multiple competitive products, such asDovatoAndTriumeq, etc. In addition, with the introduction of new drugs and the gradual elimination of older ones, the anti-HIV drug market is undergoing significant changes.
This article is excerpted fromMoxie ConsultingPublished"Anti-HIV Drugs – Special Market Research Report", analyzedGilead SciencesAndGSKMarket Performance and Development Trends in the Anti-HIV Drug Field: Exploring the Market Prospects and Challenges of Innovative DrugsAnalysis of Gilead Sciences' Anti-HIV Drug Market Landscape(1) Deep cultivation in the field of HIV treatment, multiple blockbuster drugs continue to lead innovationIn 2001,Gilead SciencesThe Company's First Anti-AIDS DrugViread(Tenofovir Disoproxil Fumarate)Approved by the FDA for marketing; In 2003, acquiredTriangleThe company obtained its core productEmtricitabine(Emtricitabine), this product is the company's second anti-HIV drug;Gilead SciencesSubsequently, a series of once-daily combination therapies were launched, including the first dual therapy taken once daily.Truvada(Tenofovir Disoproxil Fumarate/Emtricitabine), the first once-daily triple therapyAtripla(Emtricitabine/Efavirenz/Tenofovir Disoproxil)etc.Source of image: Morentropy Consulting "Anti-HIV Drugs - Market Research Special Report"
Currently, the company's new generation of HIV drugs isBiktarvy, compared with the previous generation of drugs,BiktarvyWith a good HIV suppression rate, good compliance and tolerability, and a high resistance barrier. The company's long-acting HIV therapy, administered via injection once every six months.LenacapavirIt has shown 100% effectiveness in HIV prevention among women, and the company will continue to lead innovation in the field of AIDS treatment in the future.
(2) The new generation of anti-HIV drug, Biktarvy, may become the first anti-AIDS product in China to surpass one billion in annual sales.BiktarvyAsGilead SciencesThe newly developed anti-HIV drug, itsViral suppression rate as high as 99.8%No patients developed virological resistance during treatment, and no patients discontinued the medication due to renal, skeletal, or hepatic adverse events. It is currently the smallest and lightest single-tablet regimen.According to the statistics from the Mosentropy Pharmaceutical Sales Database, 2023BiktarvyGlobal sales reached $11.8 billion, ranking fifth in global pharmaceutical sales, and the product also holds a 49% share of the U.S. HIV market. In terms of sales in China, following its inclusion in the national medical insurance system in 2022,BiktarvySales grew rapidly, reaching 470 million yuan in 2022.Reaching 960 million yuan in 2023, it is expected to become the first anti-HIV drug in China with annual sales exceeding 1 billion yuan.。Data Source: Mosan Medical Sales DatabaseAnother product of theirsDakouhui, which was approved for marketing in 2018, is used to treat HIV infection in adults and as pre-exposure prophylaxis for HIV. According to the MaxEntropy Pharma sales database,DakewePeak sales after market launch were approximately 16 million yuan, performing far below core products.Biktarvy。
Data Source: Mosan Medical Sales Database
(3) Market Analysis of Biktarvy in Hospitals at All Levels (Taking Harbin City as an Example)
According to the drug distribution data from MaxEntropy Pharma, taking Harbin City as an example,BiktarvyThe sales volume and sales revenue for each quarter of 2023 are shown in the figure below, indicating seasonal variation characteristics in sales revenue, with peak sales periods occurring in 2023Q2 and 2023Q4.
Data Source: Mosan Medicine Pharmaceutical Flow Database
Biktarvy 2Hospitals in 2023(Taking Harbin as an example)The sales distribution is shown in the figure below. It can be seen that the sales of Harbin Sixth Hospital reached 2 million yuan, accounting for more than 50% of the total annual sales.
Data Source: Mosun Pharmaceutical Drug Flow Database
BiktarvyIn 2023, the sales market was distributed in secondary and tertiary hospitals. The sales market in the first and second quarters was mainly in tertiary hospitals, while the sales market in the third and fourth quarters was mainly in secondary hospitals.
Data Source: Mosun Pharmaceutical Drug Flow Database
(4) Due to product iteration, the sales of some older anti-HIV drugs such as Genvoya and Truvada have significantly declined.GenvoyaApproved for marketing in 2018, the main ingredients includeTenofovir Alafenamide、Emtricitabine、CobicistatAndElvitegravir。GenvoyaAfter being included in the medical insurance in 2020, sales increased significantly, with sales of approximately 150 million yuan in 2020, reaching a sales peak of 440 million yuan in 2021. Sales began to decline from 2022, with only 130 million yuan in sales in 2023.Data Source: Mosan Medical Sales DatabaseWithBiktarvy、DakeweAs new anti-HIV drugs continue to be launched, some of the company's older anti-HIV drugs, such asTruvadaSales showed a clear downward trend., the market demand for old products continues to decrease.
Analysis of GSK's Anti-HIV Drug Market Landscape(1) Developed the first AIDS drug, Zidovudine, and now has more than 7 core anti-HIV drugs.GSKRanked second in the HIV treatment field. In 1987,GSKDeveloped the world's first AIDS drug, Zidovudine, and currently has more than 7 core HIV products on the market, includingCabotegravir、Dovato/Dovato、Tivicay、绥美凯/Triumeq、 CabenuvaAnd other drugs.DovatoComposed of a fixed dose of dolutegravir and lamivudine, it is a once-daily, single-tablet HIV treatment drug. According to the Maxent Medicine database,DovatoSince its approval for marketing in China in 2021, the national sales revenue in 2021-2023 were 0.03, 0.9, and 2.6 billion yuan respectively, showing a significant sales growth trend. It is expected to continue expanding its share in China's HIV drug market.
(2) Sales of older anti-HIV products continue to decline, with ultra-long-acting products being an important future plan.绥美凯/TriumeqMain ingredients includeDolutegravir、AbacavirAndLamivudine, which was approved for marketing by the U.S. FDA in 2014, is suitable for treating adults and adolescents over 12 years old infected with HIV; in China,TriumeqOfficially launched in 2017, it is the first complete single-tablet regimen for HIV treatment in China.According to data from the Mosentropy pharmaceutical sales database,Triumeq、TivicayThe sales of older products have generally maintained a downward trend. In the future, the company will focus on developing ultra/long-acting HIV products, including once every four months/long-acting products and once every six months/ultra-long-acting products.CabotegravirWill also replaceDolutegravirBecome the foundation drug for HIV treatment.'%20fill='%23FFFFFF'%3E%3Crect%20x='249'%20y='126'%20width='1'%20height='1'%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E)
With the continuous introduction of a new generation of anti-HIV drugs, the field of AIDS treatment is showing a more positive development momentum. The innovative drugs from Gilead Sciences and GSK offer patients more effective and better-tolerated treatment options, improving treatment outcomes and patients' quality of life. At the same time, with product iteration and increasing market competition, the market share of traditional drugs is gradually being replaced by new drugs. In the coming years, the anti-HIV drug market will rely more heavily on innovations in ultra-long-acting and personalized treatment products. For pharmaceutical companies, how to gain an advantage in this ever-changing market will be the key to determining future success or failure.
Copyright Statement: This article is reproduced fromMoxie Pharma,Media or individuals who do not wish to be reproduced can contact us, and we will delete it immediately.
Rooted in Shanghai and radiating globally, PharmaCircle serves as a strategic platform for the biopharmaceuticals industry with the mission of "enabling the boundless flow of intelligence and networks." It has established an empowerment system covering the entire pharmaceutical industrial chain, including R&D, production, distribution, and commercialization. Through four core engines—intelligent cloud services, precise resource connections, industry think tanks, and ecosystem communities—it is building the infrastructure for value circulation in China's pharmaceutical sector.
Under the dual waves of globalization and digitalization, PharmaCircle is redefining the circulation paradigm of pharmaceutical resources — it is not only a hub for information and networking but also a catalyst for industrial transformation. With China as the origin, we are weaving a global network of pharmaceutical intelligence, making every precise connection a catalyst for leapfrog growth of enterprises.
