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市場調查報告書

日本生物仿製藥市場

Japan Biosimilars - A start of Authorized Biosimilar Era?

出版商 MP Advisors 商品編碼 541442
出版日期 內容資訊 英文 128 Pages
商品交期: 最快1-2個工作天內
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日本生物仿製藥市場 Japan Biosimilars - A start of Authorized Biosimilar Era?
出版日期: 2017年08月14日 內容資訊: 英文 128 Pages
簡介

本報告針對日本國內各種生物仿製藥(BA)市場的現狀及未來展望進行分析,調查定推估政府及業界團體推動生物仿製藥普及的狀況、代表性產品的試驗及上市動向與未來預測、大公司(日商、外商)的參與狀況與事業策略、未來市場動向預測等內容。

第1章 執行摘要

第2章 日本政府及中央社會保險醫療委員會(CHUIKYO)推動生物仿製藥普及:與「骨太方針」的關連性

  • JBSA (日本生物仿製藥協會):實現日本國內生物仿製藥普及與解決問題的角色
  • JBSA:組織、目的、課題
  • 日本生物仿製藥普及之相關課題,以及可以想到的對策(包括改變醫療費償還制度)
  • DPC (診斷群分類) 對像醫院:政府推動生物仿製藥普及的工具

第3章 成長荷爾蒙與紅血球生成素(EPO):日本國內生物學名藥上市(2009年)以來所學到的教訓

  • EPO麻醉市場:與歐洲並駕齊驅的市場成長,以及隨著NESP專利到期的市場機會擴大

第4章 Filgrastim(GRAN)的生物仿製藥:目前關注於KHK的加入是否會對其他公司造成打擊

  • 在健康保險 (NHI) 的藥價與醫療費給付額的設定
  • Filgrastim生物仿製藥與GRAN生物仿製藥的消費量(投藥量)比較
  • Sandoz為了加入Filgrastim生物仿製藥市場所實施的試驗內容
  • 日本Filgrastim生物仿製藥市場:G-Lasta(Pegfilgrastim)上市的競爭狀態
  • 加入競爭激烈的Filgrastim生物仿製藥市場三年後,各種要素的影響度評估:「日本製造、日本檢驗的產品」 vs. 「海外輸入的產品」

第5章 Remicade生物仿製藥(日醫工於2017年上市):對於日本化藥等先驅企業的普及率會有多少貢獻?

  • 第一個通過認證及上市的單株抗體(mAb)複合物:日本的Remicade生物仿製藥「NK」
  • 拓展適用症狀的可能性:可不可能?需要/已經完成哪些研究?
  • 關於各種病狀第三期臨床試驗的角色:只有RA有所進展
  • Remicade在醫院的使用狀況
  • Remicade生物仿製藥的競爭環境

第6章 LANTUS生物仿製藥:日本最成功的上市產品 - 富士軟片加入市場(2016年)後的競爭密度

  • LLY生物仿製藥早期投入的必要性

第7章 日本國內生物仿製藥的市場機會:新波動

  • NESP的生物仿製藥
  • 自我免疫生物仿製藥
  • 市場動態:就算目標市場幾乎雷同,因產品不同也會產生差異(Remicade/Enbrel/Humira)
  • 腫瘤生物仿製藥
  • 專利到期的狀況,以及日本國內腫瘤生物仿製藥的競爭環境

第8章 CMO在生物仿製藥/生物製劑的市場機會

  • 生物仿製藥產業中CMO的需求
  • 日本國內生物仿製藥CMO市場的現狀

第9章 日本國內單株抗體複合物生物仿製藥(mAb BS)的規定與認證條件

  • 日本國內的生物仿製藥指導方針概要:與歐美的條件比較
  • 日本國內的條件:參考產品
  • 日本國內的條件:相互替換性/替代性
  • 日本國內的條件:臨床試驗成果
  • 日本國內的條件:藥物主動監視
  • 日本國內的條件:生物仿製藥的PMS
  • 日本國內生物仿製藥的標籤

第10章 日本國內生物仿製藥市場的證照契約/業界重組活動

  • 國內各大企業加入生物仿製藥市場的途徑:尋正規管道加入還是與外資生物仿製藥企業合作?
  • 日本企業的動向預測
  • 日本學名藥廠商過去因開發成本的重擔,對於是否加入生物仿製藥市場顯得猶豫不前
  • 使用撤退企業的資產,加入生物CDMO事業的日本大公司

在日本生物仿製藥市場積極活動的主要企業(共26社)

圖表一覽

目錄
Product Code: 4495

In 2016, encouraging uptake of Lantus BS in Japan confirms strong foothold of the marketer, product mix targeted to DPC hospitals (Diagnostic Procedure Combination hospitals- ~4000) and early entry of the player are critical factors to decide biosimilar penetration and market share dynamics of Japan Biosimilar Market. While ongoing discussion of local originators to launch authorized generic BS in a way indicate cost pressure & threat on the originators by payers(Chuikyo), but put pause on attractiveness of developing BS for a mid size & generic pharma players. Small molecule authorized generics launch in Japan (Blopress- Aska, Plavix-Nichi Iko.) in last few years took major market share amongst generic players (>50%).

On the contrary, Biologics contribute significant part of the current healthcare spend (17% of total healthcare spend) by government in Japan. As the growth rate of drug cost are higher than the growth rate of the overall health care costs in Japan, and biologics are one of the major contributor to that- to reduce healthcare burden, a biosimilar weapon is a must need in Japan. As per the recent survey of RA market in Japan amongst patient and Prescribers, ~40% of the patients/prescribers not used biologics to treat RA as it is expensive. To address these challenges and to make biosimilar development/use friendly environment, initiative to form JBSA (Japan biosimilar Association) has been in place in 2016. Separately, Government recent “Honebuto” Policy aims to double Biosimilar API by 2020 from Current (5 to 10), again confirms JP Government stands to aggressively push biosimilars use in Japan.

JBSA has done on the ground survey to handle Biosimilar penetration challenges and we expect this to result in government definite direction for efficient biosimilar development in Japan around 2018 with institutional reforms. This may include remunerating prescribers/pharmacy/hospitals to use biosimilar, removing high cost medical care benefit system for increasing biosimilar penetration in Japan. High cost medical care benefit programme and various Government public Insurance programmes minimize the benefits of “co-pay difference” associated with biosimilar use. We expect evident change in these programmes in next NHI price revision to push prescribers/DPC hospitals to increase use for biosimilar in Japan.

Globally, a definite positive directions from USFDA to approve Biosimilars in US, recent success of Immuno Oncology Mabs on Innovation front and a steep uptake of these drugs in the Japan market, increased confidence of Japanese giants for more biopharma success in the coming time vs. small molecule to get breakthrough to grow. These has allowed Japanese conglomerates to venture in global biologics CMO space in recent times (Asahi-Kasei - CMC biologics) and more M & A is expected in this direction to fulfill the gap of Biopharma-MAb technology platforms amongst Japanese Players.

Based on the FY2016 sales reported by major biopharma drugs in Japan- Biosimilars are an opportunity of cumulative market size of ¥630b (Table 3) in next few years for Japan biosimilar players.

In this report, we attempt to evaluate key upcoming opportunity for Japan BS market, its competitive landscape, and current trend of biosimilars use in Japan. It also details Japanese “Chuikyo” (Central and Social Regulatory Council) stand for Biosimilar penetration and regulatory approval requirement for non- JP specific dosage strength or/has clinical data from Ex-Japan clinical trial. The report provide all the Japanese/Global players' activities in biosimilar space for Japan market along with their pipeline deal history, current Mab tech platforms, alliances and deal structure. It details crisp summary on strategies of each key player (~36 JP local companies, multinational companies), their interest & focus for future collaboration in biosimilar space.

Table of Contents

CHAPTER 1: EXECUTIVE SUMMARY

  • Formation of JBSA - A start point to make Biosimilar friendly market environment in Japan by Payers and Players
    • “Abenomics” initiatives to Promote BS use- Recent “Honebuto” aim for achievable FY2020 plan
    • BS use must to curb healthcare cost- A forward Pressure on “Chuikyo”? - To make Japan early than US in approving “MAb” biosimilar - at What Price?
  • Authorised Biosimilars - Would it repeat Authorised Generic story of Japan and a threat for mid size JP companies for Biosimilar development?
  • Next candidates to follow Uptake of Filgrastim and Lantus BS in Japan -
  • A slow start of Remicade BS “NK”- Not withstanding Nippon Kayaku to enrich its pipeline with other BS drugs
  • Upcoming next opportunities in biosimilar space in Japan Wave 2 (2018-2020) and Wave 3 (Post 2020)- beyond key Onco/RA drugs
  • Licensing activities in biosimilar space in Japan-
    • Current Status of pipeline of Each Active companies in BS space:
      • What is in and what is left or broken?
      • Some are still in dilemma for entering??
      • Most of companies have cherry picked couple of biologics from full basket
  • Launch timeline and Our view on Each potential key opportunity in Biosimilar space in Japan based on
    • Regulatory/Development investment - JP dosage strength of originator vs. US dosage strength of Originator
    • JP Market size and Reimbursement/NHI Price of Originator
    • Expected no of players in biosimilar space in Japan, Innovator strategy in Japan, Re-examination period expiry
    • Key challenges for each biosimilar opportunities in Japan
  • Niche BS opportunities in Japan
  • Factors driving Biosimilar penetration in Japan - Government incentives to prescribe “BS” is key

CHAPTER 2: JAPANESE GOVERNMENT AND “CHUIKYO” INITIATIVES TO INCREASE BIOSIMILAR PENETRATION IN JAPAN- IN LINE WITH RECENT “HONEBUTO”

  • JBSA- How it will play important role for Biosimilar Penetration in Japan and overcome BS penetration related issues?
  • JBSA- Formation, Objectives, Agenda
  • Identified key challenges for BS penetration in Japan & Plan to counteract with proposed change in reimbursement policy
    • Authorised biosimilar entry
    • Prescribing BS with Generic name or Brand-?
    • Cost of development- Bridging study? Multinational trials?
  • DPC hospitals - One of the tool of Government to increase BS penetration

CHAPTER 3:- GROWTH HORMONE & ERYTHROPOIETIN- LESSONS FROM LAUNCHED BIOGENERIC PROGRESS IN JAPAN SINCE 2009

  • EPO- Anemia Market in Japan- Market forces allow this biosimilar market to grow like EU and Now NESP patent expiry in 2018-2019 will unlock bigger opportunity.

CHAPTER 4: FILGRASTIM (GRAN) BS: NOW FOCUS SHIFT TO PEGFILGRASTIM BS DEVELOPMENT- POSSIBILITY OF KHK'S AG OF G-LASTA- A BLOW FOR OTHER PLAYERS?

  • 1. NHI reimbursement pricing - Trends for GRAN biosimilar & G-LASTA pricing % price cut to Originator- Impact on NHI reimbursement price to biosimilar For Sandoz, Late entry did not result in any NHI reimbursement price disadvantage???-Implications
  • 2. Dosage strength comparison of Filgrastim BS vs. GRAN BS-
  • 3. What type of Bridging study done by Sandoz for JP approval of its Ex-Japan approved Filgrastim BS?
  • Filgrastim biosimilar Japan - Facing Challenges with launch of G-Lasta (Pegfilgrastim) by Innovator? G-Lasta (Pegfilgrastim) launch by KHK in Japan- Mainly Cannibalized Gran
  • Observed Impact Post three years of Launch in Crowded Filgrastim BS market- Impact of “Made & Tested in Japan” vs. “Imported to Japan” on Filgrastim BS market share dynamics post two years of launch

CHAPTER 5: REMICADE BS - NICHI IKO REMICADE BS LAUNCH BY YE2017- WILL HELP IN TO REMICADE BS OVERALL PENETRATION INCLUDING REMICADE BS “NIPPON KAYAKU”

  • Findings from JP approval and Launch of First complex mAb - Remicade biosimilar “NK” in Japan
  • Extrapolation of Indication expansion- possible or not? What studies needed/submitted?
    • Details of clinical studies submitted for Remicade biosimilar “NK” approval
    • PMS studies and label of Remicade BS
    • NHI reimbursement price to Remicade biosimilar- Role of JP clinical studies
    • Originator NHI Price cut in April -16 Price Revisions - what was the impact on Remicade BS?
  • Role of PhIII study in respective indications- Only RA study is carried out
  • Remicade use in hospitals
    • Remicade use in DPC hospitals
    • Remicade biosimilar use may reduce working capital of hospitals to some extent
  • Competitive landscape of Remicade biosimilar-
    • Nippon Kayaku's entry in RA market
    • Nichi-Iko's late entry - but with double sword of marketing tie up with ‘Ayumi'

CHAPTER 6: LANTUS BIOSIMILAR- ONE OF THE MOST SUCCESSFUL BS LAUNCH IN JAPAN- COMPETITION INTENSIFY AFTER FUJIFILM BIOCON LANTUS BS LAUNCH IN 2016

  • Early uptake of LLY BS ENCOURAGING-
    • Regulatory studies submitted for Lantus BS approval in Japan by Eli-Lilly & FujiFilm Biocon -
    • NHI reimbursement pricing of Lantus BS in Japan
    • Early uptake encouraging and better than EU- Probable reasons?
    • Competitive Landscaped in Japan- Fujifilm Biocon Lantus BS recent launch
    • Other Insulin Biosimilar opportunities in Japan

CHAPTER 7: NEXT WAVE OF BIOSIMILAR OPPORTUNITIES IN JAPAN

  • NESP BIOSIMILAR -
    • Unique Niche Opportunity targeting DPC hospital
    • Current Competitive landscape
    • AG of NESP by KHK
  • AUTOIMMUNE BIOSIMILARS:
    • JP Specific Opportunity other than key complex RA MAB - Market Share Differ for Key RA Mab vs. WW for key players
      • Enbrel BS - Next opportunity in RA space after Remicade, Mochida-LG will be the First entrant
      • Humira -a limited no of players in Japan? - Probable Reasons
      • Actemra and Cimzia- Opportunities beyond 2020 and more attractive?
  • Market dynamics will be different for Remicade/Enbrel/Humira biosimilar despite targeting similar key markets.
  • ONCOLOGY BIOSIMILARS:
    • Era starts with expected launch of Rituximab Biosimilar in 2017/2018 in Japan followed by Herceptin and Avastin biosimilar in 2018/19.
    • Rituximab biosimilar opportunity - Sandoz looks to be a first entrant with Kyowa Hakko Kirin hematology field strength,
    • Herceptin Biosimilar - Next opportunity after Rituximab BS, Perjeta and Kadcyla uptake still makes it interesting opportunity
    • Niche opportunity in Autoimmune/ Onco therapy area, Big Oncology Focused Japanese Pharma Giants- Do they follow AZN type of product specific BS deal- to strengthen their Oncology NCE franchisee?
  • Patent expiry (Indication wise JP patents, Reexamination period expiry) and Competitive Landscape of Oncology biosimilar in Japan-

CHAPTER 8: BIOSIMILAR/BIOPHARMA CMO OPPORTUNITY

  • CMO need for biosimilar business
  • Current status of domestic biosimilar CMO market in Japan

CHAPTER 9: REGULATORY APPROVAL REQUIREMENT FOR COMPLEX MAB BIOSIMILAR IN JAPAN

  • Key take away of JP biosimilar guideline when compared to EU/US requirement
  • JP Requirement: Reference Product,
    • Using oversea product as reference product: As per updated 2015 guideline:
  • JP Requirement: Interchangeability/Substitution,
    • Evaluation test on equivalence / homogeneity on quality characteristics
  • JP Requirement: Clinical trials
  • JP Requirement: Pharmacovigilance
    • It is reasonable to report the progress of past marketing surveillance at the planned time and not only at the end of the survey
  • JP Requirement: PMS for Biosimilar
    • Somatropin BS
    • Epoetin Alfa BS
    • Filgrastim
    • Remicade
  • Label for biosimilar in Japan

CHAPTER 10: LICENSING/CONSOLIDATION ACTIVITIES IN BIOSIMILAR SPACE IN JAPAN-

  • Japanese giants entering in biosimilar space either through Authorized biosimilar vehicle or by collaborating with biotech MNC on broad way
  • Local domestic major Japanese companies- few of them are bracing for wave 2 biosimilar, while Nichi-Iko has global plan in place
  • In past, Japanese generic players were reluctant to enter in BS market due to hefty development cost
  • Japanese conglomerate venturing into Global bio-CDMO business through acquiring Ex-Japan assets.

SELECT JAPANESE COMPANIES ACTIVE INTO BIOGENERICS SPACE

  • Aska Pharmaceuticals - Barriers to Gain from Partner's Pipeline
  • Asahi Glass - Entering in BioPharma CMO business for Global Market
  • Chugai Pharmaceuticals- Authorized biosimilar is a strategy to protect?
  • Daiichi Sankyo - Amgen partnership makes it a front runner! Enbrel drop plan- Failure of Coherus Bioscience deal
  • Fuji Film Kyowa Kirin Biologics (FF-KKB) - Looking beyond Domestic Opportunities- First step in that direction by FKB238JV with AstraZeneca
  • Fuji Pharma - Dynamic Specialty Pharma Focusing on Biosimilars
  • Gene Techno Science - JP Biopharma rising star- LaunchPad12, regenerative medicines & many more...! Developing new biopharmaceuticals and biosimilar
  • Itochu Chemical Frontier Corporation - A trading house with new role in Biosimilar value chain
  • JCR Pharmaceuticals: A Pioneer in Space with Healthy Partners- Now thrive in Regenerative Medicine & fast tracking NESP biosimilar
  • Kissei - Timely launch of NESP biosimilar - Next to watch! But silent for Enbrel and Herceptin biosimilar development through Alteogen, Focus to be a niche player in BS space
  • Kyowa Hakko Kirin - NESP authorized biosimilar strategy- a smart move! Partnership for Humira BS for EU market- next to watch, Sandoz Partnership for Rituximab BS commercialization- strengthen its Hematology Presence
  • Meiji Seika Pharma (MSP) - Trastuzumab biosimilar launch awaited in Japan!
  • Mochida - Enbrel BS -first to file for Japan!
  • Mitsubishi Tanabe - Need a close watch for Yakult BS JV!
  • MGC Pharma - A Bio-pharmaceutical CMO - now as Cultivec!
  • Nichi-Iko - A DPC hospital focused biosimilar launch in making!
  • Nipro Pharma - Yet to come after Somatropin BS
  • Nippon Kayaku - Pioneering ‘New Age' Of Biosimilars after Remicade- Now Launch of Herceptin BS is key
  • Sawai - With Filgrastim BS Launch intends to establish sales team in Biosimilar field in next few year
  • Towa - Still waiting for Government right policy pitch for biosimilar
  • Toyobo Biologics - Eying at Biosimilars CMO Business
  • Takeda Teva Pharmaceuticals - Opportunity for generic and off patent medicines- May enter in BS space
  • UMN Pharma - Transforming Vaccines Heritage into New Generation Biologics but No major progress in last couple of years in biosimilar area
  • Yoshindo - A steady progress for Enbrel biosimilar- “Three step” approach to build a Bio Company
  • Sanwa Kagaku - NESP biosimilar - a therapy focus biosimilar entry for Japan market
  • Amgen - Timely launch is key through Daiichi Sankyo Partnership in Japan

List of Tables

  • Table 1: JP Biosimilar opportunities - Competitive Landscape- Launch timeline and our view on each Potential biosimilar opportunity, Key players, and Key challenges
  • Table 2: Other Key JP Specific Opportunities - Wave 2 and Wave 3 Opportunities
  • Table 3: Opening Opportunities in Biosimilar Space
  • Table 4: Japanese Companies in the Biosimilar Space
  • Table 5: Co-Pay slabs in Japan
  • Table 6: Pricing of Key biologics in Japan
  • Table 7: Launched Biosimilar in Japan- Uptake Varies per Therapy area
  • Table 8: Anemia Market Dynamics:Erythropoietin Reported Sales in FY2017
  • Table 9: Filgrastim BS- Local vs. Overseas Clinical studies submitted for JP approval by each Player
  • Table 10: Mochida Filgrastim BS - Clinical Studies submitted for JP Approval
  • Table 11: Nippon Kayaku Filgrastim BS - Detail Studies Submitted for JP Approval
  • Table 12: Sandoz Filgrastim BS - Detail Studies submitted for JP Approval
  • Table 13a: NHI Reimbursement Pricing trend of GRAN and G-LASTA
  • Table 13b: NHI Reimbursement Pricing trend of GRAN /FILGASTRIM Biosimilar
  • Table 14a: Filgrastim/Gran, Competitive Landscape- Market Strategy of each player
  • Table 14b: Filgrastim/Gran/G-LASTA- Sales Trend of Each Neutropenia drug in Japan
  • Table 15: Clinical Data Submitted for JP approval of Remicade Biosimilar
  • Table 16: Clinical Data Comparison of CT-P13 vs. INX in RA
  • Table 17: Japan Lantus, Lantus XR and Insulin Glargine “BS”- Dosage Strength/NHI Price
  • Table 18: Lantus BS - Discount provided in Japan/EU market post Launch
  • Table 19a: Clinical studies submitted for Lantus BS approval in Japan of Eli-Lilly
  • Table 19b: Clinical studies submitted for Lantus BS approval in Japan of FujiFilm-Biocon
  • Table 20: Other Key Biosimilar Opportunities in Insulin area in Japan
  • Table 21: Key RA Biologics sales Trend Japan 2011-2016
  • Table 22: Other Niche Opportunities in Onco/Autoimmune therapy area
  • Table 23: Japan IP landscape of Key biosimilars focusing on autoimmune Disease
  • Table 24: Japan competitive landscape of key biosimilars focusing on autoimmune disease
  • Table 25: Japan IP landscape of key biosimilars focusing on oncology disease
  • Table 26: Japan competitive landscape of key biosimilars focusing on oncology disease
  • Table 27: Major Bio-CMO companies in the world and their activities in Japan
  • Table 28: Major Bio-CMO companies in Japan
  • Table 29: FujiFilm Kyowa Kirin Biologics Biogenerics Pipeline
  • Table 30: Gene Techno Science- Biogeneric Status
  • Table 31: JCR:Pipeline
  • Table 32: JCR :Approved Products
  • Table 33: MSP- Biogenerics Pipeline
  • Table 34: Mochida- Marketed Products and Pipeline
  • Table 35: Nichi-Iko- Biogenerics Pipeline of Biosimilars
  • Table 36: Nippon Kayaku- Biogeneric Status

List of Charts:

  • Chart - 1: Anemia Market Dynamics Trend Of Market Share In 2016-2017
  • Chart - 2: Neutropenia Market Dynamics
  • Chart - 3: RA Biologics Market Dynamics 12 Month Cumulative Market Share

Annexure :

  • Annexure - 1: Active companies in biosimilar Space in Japan -Domestic JP Cos, Foreign Companies in Japan
  • Annexure - 2: Year wise Partnership in Biosimilar Space in Japan
  • Annexure - 3: Biosimilar Guidelines Adopted by Various Countries
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