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바이오시밀러 8월 미국 처방 실적

□ Implication

Infliximab 바이오시밀러 Renflexis (삼성바이오에피스)와 Avsola(암젠), Inflectra (셀트리온)는 저번 달과 유사한 수준의 M/S 기록. 지속적인 오리지널 M/S 확보로 바이오시밀러 비중 48.5% 달성. Trastuzumab 바이오시밀러 Kanjinti(Amgen)와 Trazimera(Pfizer)의 치열한 접전 이어지고 있는 와중 Ogivri
(Viatris)는 가파른 M/S 성장세 시현. Rituximab 바이오시밀러 Truxima(셀트리온)는 30%대의 안정적인 M/S 기록. Bevacizumab 바이오시밀러 Vegzelma(셀트리온)는 출시 1년 후 4%에 가까운 M/S 달성. Adalimumab 바이오시밀러 Hadlima
(삼성바이오에피스)와 Hyrimoz (산도즈), Amjevita(암젠)는 각각 M/S7.2%와 4.5%, 2.2% 기록. Retail(소형 약국 및 클리닉) 수량 포함 시 바이오시밀러의 처방 상승률은 더 높을 것으로 기대

□ Infliximab WAC 기준 처방 수량(YoY, МоМ, M/S)
- Remicade(J&J, 오리지널): 387.5k units (-8.9%, -11.2%, 51.5%)
■ Inflectra(셀트리온): 204.4k units (-9.0%, -10.7%, 27.2%)
- Renflexis(삼성바이오): 81.6k units (-3.4%, -8.4%, 10.8%)
- Avsola(Amgen): 79.4k units (-10.6%, -6.3%,10.5%)

□ Rituximab WAC 기준 처방 수량(YoY, MoM, M/S)
- Rituxan(Roche): 1,134.5k units (-15.0%, -6.0%, 22.3%)
■ Truxima(셀트리온):1,621.8k units (+4.5%, +0.3%, 31.9%)
- Ruxience(Pfizer): 1,779.8k units (-1.2%, -2.6%, 35.0%)
- Riabni (Amgen): 548.1k units (+68.6%, +2.5%, 10.8%)

□ Trastuzumab WAC 기준 처방 수량(YoY, MoM, M/S)
- Herceptin(Roche, 오리지널): 311.6k units (-21.1%, -5.9%, 12.4%)
- Kanjinti(Amgen): 789.2k units (-14.2%, +0.9%, 31.4%)
- Ogivri(Mylan): 557.1k units (+83.6%, +7.3%, 22.1%)
- Trazimera(Pfizer): 748.4k units (-18.9%, -3.7%, 29.7%)
■ Herzuma(셀트리온): 39.5k units (-7.7%, +5.0%, 1.6%)
- Ontruzant(삼성바이오): 70.1k units(-49.8%, -9.7%, 2.8%)

□ Bevacizumab WAC 기준 처방 수량(YoY, МоМ, M/S)
- Avastin(Roche): 27.3k units (-24.1%, +1.1%, 13.6%)
- Mvasi(Amgen): 97.8k units (-2.9%, +0.3%, 48.8%)
- Zirabev(Pfizer): 67.6k units (-0.5%, +2.4%, 33.8%)
■ Vegzelma(셀트리온):7.5k units (+5,997.6%, +5.0%, 3.7%)

□ Adalimumab WAC 기준 처방 수량(YoY, МоМ, M/S)
- Humira CF(Abbvie): 199.2k units (-14.1%, -6.7%, 71.3%)
- Humira non-CF(Abbvie): 36.9k units (-12.0%, -5.6%, 13.2%)
- Amjevita(Amgen): 6.2k units (+64.5%, +0.0%, 2.2%)
- Hadlima(삼성바이오): 20.1k units (+2,982.8%, +7.9%, 7.2%)
■ Yuflyma(셀트리온):0.6k units (+18,800.%, +30.3%, 0.2%)
- Clytezo(베링거): 1.7k units (+4,677.8%, +3.6%, 0.6%)
- Hyrimoz(산도즈): 12.6k units (+37,017.6%, -1.6%, 4.5%)
- Yusimry(코헤러스): 1.0k units (+225.3%, -4.4%, 0.3%)
- Idacio(프레제니): 0.6k units (+28,800.0%, +25.4%, 0.2%)
- Hulio(마일란): 0.7k units (+1,757.9%, -23.1%, 0.3%)

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◇ 수량 및 금액기준---------------------
□ Infliximab 점유율(IV시장 기준): Remicade 51.5%, Inflectra 27.2%, Renflexis 10.8%, Avsola 10.5% (수량 기준)
□ Remicade 58.1%, Inflectra 27.5%, Renflexis 8.7%, Avsola 5.6% (금액 기준) *Institutional 기준으로 retail은 제외한 수치
□ Rituximab 점유율: Rituxan 22.3%, Truxima 31.9%, Ruxience 35.0%, Riabni 10.8% (수량 기준)
□ Rituxan 26.0%, Truxima 33.4%, Ruxience 31.1%, Riabni 9.6% (금액 기준)
□ Trastuzumab 점유율: Herceptin 12.4%, Kanjinti 31.4% Ogivri 22.1%, Trazimera 29.7%, Herzuma 1.6%, Ontruzant 2.8% (수량 기준)
□ Herceptin 16.1%, Kanjinti 35.6%, Ogivri 17.4%, Trazimera 26.0%, Herzuma 1.8%, Ontruzant 3.1% (금액 기준)
□ Bevacizumab 점유율: Avastin 13.6%, Mvasi 48.8%, Zirabev 33.8%, Vegzelma 3.7% (수량 기준)
□ Avastin 12.5%, Mvasi 52.1%, Zirabev 31.5%, Vegzelma 3.9% (금액기준)
□ Adalimumab 점유율: Humira 13.2%, Humira CF 71.3%, Hadlima(7.2%) Hyrimoz(4.5%), Amjevita(2.2%), Clytezo(0.6%), Yusimry/Hulio(0.3%), Idacio/Yuflyma(0.2%) (수량 기준)
□ Adalimumab 점유율: Humira 14.2%, Humira CF 81.7%, Hyrimoz/Hadlima(1.2%), Amjevita(0.9%), Clytezo(0.4%), Yuflyma(0.2%), Idacio/Yusimry(0.1%), Hulio(0.0%) (금액 기준)