최종편집 2020-04-09 09:23 (목)
HIV treatment market faces upheaval with the launch of Biktarvy
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HIV treatment market faces upheaval with the launch of Biktarvy
  • Hanki Lee
  • 승인 2020.03.24 12:13
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Genvoya quarterly sales plunge...move focus to Biktarvy
Triumeq ranked first in the market, beating Genvoya
Tivicay also beat out Descovy

<KOREA>Biktarvy(Gilead) is causing a upheaval in the HIV treatment market.

It seems to be dominating the HIV treatment market, which is actively undergoing a generational shift, by entering the market one step ahead of others.

Since 2015, the HIV treatment market has been dominated by single-tablet regimens(STRs), including Isentress(MSD), Stribild(Gilead), Triumeq(GSK), which simplify highly active antiretroviral therapy(HAART) into once-daily single tablet.

The competition stage has recently shifted to minimize exposure to side effects of drugs caused by highly active antiretroviral therapy.

As part of these efforts, Gilead has reorganized its existing lineup by changing its main ingredients from conventional drug, TDF, to TAF, which minimizes the risk of adverse events.

As a result, Stribild, a single tablet regimen based on TDF, was newly born as a TAF based Genvoya(Gilead), making a generational shift.

After then, Gilead removed the booster drug among the main ingredients of Genvoya, that has a considerable burden on tolerability, and launched the new product called Biktarvy.

On the other hand, GSK deviated from the framework of highly active antiretroviral therapy which requires a combination of at least three components.

The company has launched a series of two-drug regimens, Juluca and Dovato, which are based on dolutegravir, to surpass the limits of the era of a three-drug regimen.

In Korea, Biktarvy entered the market first and rapidly expanding its presence, while Juluca obtained marketing authorization in February last year and is being prepared to enter the market.

▲ It seems to be dominating the HIV treatment market, which is actively undergoing a generational shift, by entering the market one step ahead of others.
▲ It seems to be dominating the HIV treatment market, which is actively undergoing a generational shift, by entering the market one step ahead of others.

According to IQVIA, Biktarvy, which was listed on the reimbursement drug list in July last year, quickly settled in the market and posted 4.6 billion won in sales in the fourth quarter, leading a upheaval in the HIV treatment market.

Genvoya, which exceeded 10 billion won in the third quarter of last year, saw its sales plunge to 7.5 billion won in the fourth quarter due to the launch of Biktarvy, underscoring a rapid generational shift.

Triumeq, which had been pushed by Genvoya’s momentum, saw its sales drop slightly in the fourth quarter compared to the third quarter, but took advantage of a generational shift to become the market leader in the HIV treatment market.

While the leading group is way ahead of the market with quarterly sales of 7 billion mark, Biktarvy threatens them by increasing its sales to 4.6 billion in two quarters.

The emergence of Biktarvy also affected the ranking of Descovy(Gilead) and Tivicay(GSK), which are generating 1 billion sales mark.

Descovy, which sales rose to 1.6 billion mark in the third quarter, retreated to 1.2 billion mark in the fourth quarter, while Tivicay maintained sales of 1.3 billion mark and started to take a step forward.

Meanwhile, with the emergence of a large number of new single-tablet combinations such as Genvoya, Triumeq and Biktarvy, Stribild, the first-generation of single-tablet combination, has disappeared from the market, and Isentress has also seen a significant reduce in its position.

Stribild completely passed the baton to Genvoya last year, and Isentress sales continued to decline, pushed out to 1 billion won mark in the fourth quarter last year.

The quarterly sales of Kivexa(GSK), which dominated the HIV treatment market before the emergence of single-tablet combinations, dropped to 600 million won mark.

Truvada(Gilead), once the world’s number one drug in HIV treatment market, was also pushed back to 400 million mark as a generational shift took place quickly.

Although it was the first HIV treatment to be recognized for reimbursement as preventive therapy, it did not significantly affect sales.

Kaletra(Abbvie), which has recently been under the spotlight as a COVID-19 treatment, has seen its quarterly sales fall below 500 million won. Except for the leading group, sales of most drugs have been declining.

In particular, among HIV treatments with quarterly sales of more than 100 million won, Biktarvy was the only drug that saw its sales increase in the fourth quarter compared to the third quarter.

Genvoya sales significantly decreased after the emergence of Biktarvy, but its annual sales increased 11.3% from 2018 to 36.9 billion won, maintaining the lead by an overwhelming margin.

Triumeq sales grew by 40.4% to 29.1 billion won, close to 30 billion won mark, followed by Descovy with 5.9 billion won, up 35.2%, and Biktarvy sales posted 5 billion won in the first year of launch, surpassing Tivicay(4.8 billion won).

Tivicay lagged behind Biktarvy, but protected its pride by surpassing Isentress(4.5 billion won), which was ahead by double score in 2018.

While most of HIV treatments, which generated more than 1 billion won in annual sales last year, except for the top 5 products from Genvoya to Tivicay, saw their sales decreased significantly, but Prezcobix(Janssen) recorded double-dight growth rate alone, close to 3 billion mark.


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