🟩 바이오시밀러 5월 미국 처방 실적

Infliximab 바이오시밀러 Inflectra(셀트리온)는 안정적인 성장세 기록. Avsola(암젠)는 Renflexis(삼성바이오에피스)와 치열한 접전 중. Trastuzumab 바이오시밀러 Ogivri(VTRS)와 Trazimera(Pfizer)는 공격적인 가격 경쟁을 통해 M/S 확보하고 있음. Rituximab 바이오시밀러 Riabni(암젠)의 처방 확대에도 불구하고 Truxima(셀트리온)는 안정적인 성장 흐름 보임. Adalimumab의 경우, 4/1부터 오리지널 Humira가 CVS의 보험 적용 약품 목록에서 제외되면서 바이오시밀러 처방이 늘어나고 있음. Hadlima(삼성바이오에피스)와 Hyrimoz(산도즈)와 는 각각 M/S 5.1%와 4.3%로 빠르게 확대되고 있음. 다만 애브비가 Humira의 후속 파이프라인 Skyrizi로 Humira의 시장을 확보하려고 하고 있어 경쟁은 더욱 심화될 전망

⬛️ Infliximab WAC 기준 처방 수량(YoY, MoM, M/S)

Remicade(J&J, 오리지널): 406.9k units (-5.8%, -2.5%, 51.7%)
Inflectra(셀트리온,BS): 214.5k units (-11.1%, -0.2%, 27.3%)
Renflexis(삼성에피스,BS): 83.5k units (+0.4%, -1.1%, 10.6%)
Avsola(Amgen,BS): 81.5k units (+0.7%, +6.1%, 10.4%)

⬛️ Rituximab WAC 기준 처방 수량(YoY, MoM, M/S)

Rituxan(Roche, 오리지널): 1,214.5k units (-17.1%, -1.8%, 23.9%)
Truxima(셀트리온,BS):1,578.9k units (-0.5%, -2.0%, 31.1%)
Ruxience(Pfizer,BS): 1,771.3k units (-6.3%, -0.8%, 34.9%)
Riabni (Amgen,BS): 510.0k units (+117.3%, +9.4%, 10.0%)

⬛️ Trastuzumab WAC 기준 처방 수량(YoY, MoM, M/S)

Herceptin(Roche, 오리지널): 353.4k units (-11.2%, +4.0%, 14.0%)
Kanjinti(Amgen,BS): 789.9k units (-22.5%, -3.0%, 31.3%)
Ogivri(Mylan,BS): 436.1k units (+41.3%, +20.5%, 17.3%)
Trazimera(Pfizer,BS): 772.4k units (-10.5%, -3.8%, 30.6%)
Herzuma(셀트리온,BS): 40.9k units (-3.8%, -1.4%, 1.6%)
Ontruzant(삼성에피스,BS): 129.7k units(-13.1%, -5.0%, 5.1%)

⬛️ Bevacizumab WAC 기준 처방 수량(YoY, MoM, M/S)

Avastin(Roche, 오리지널): 30.1k units (-17.7%, -3.7%, 15.2%) Mvasi(Amgen,BS): 96.1k units (-1.8%, +1.7%, 48.5%)
Zirabev(Pfizer,BS): 65.5k units (-10.7%, +2.0%, 33.1%)
Vegzelma(셀트리온,BS): 6.3k units (+57,354.5%, +4.6%, 3.2%)

⬛️ Adalimumab WAC 기준 처방 수량(YoY, MoM, M/S)

Humira CF(Abbvie, 오리지널): 205.6k units (-6.6%, -15.3%, 73.7%)
Humira non-CF(Abbvie,오리지널): 37.5k units (-10.9%, -11.8%, 13.4%)
Amjevita(Amgen,BS): 6.5k units (231.8%, +2.2%, 2.3%)
Hadlima(삼성에피스,BS): 14.3k units (n/a, +19.9%, 5.1%)
Yuflyma(셀트리온,BS): 0.2k units (n/a, -2.3%, 0.1%)
Clytezo(베링거인겔하임,BS): 1.3k units (n/a, +5.7%, 0.5%)
Hyrimoz(산도즈,BS): 11.9k units (n/a, -12.8%, 4.3%)
Yusimry(코헤러스,BS): 0.9k units (n/a, -10.6%, 0.3%)
Idacio(프레제니우스 카비,BS): 0.4k units (n/a, -4.6%, 0.1%)
Hulio(마일란,BS): 0.5k units (n/a, -11.0%, 0.2%)

🟩 셀트리온 요약 ---------------------------------

□ WAC 기준 처방 수량(YoY, MoM, M/S)

■ Inflectra(셀트리온, 바이오시밀러): 214.5k units (-11.1%, -0.2%, 27.3%)

■ Truxima(셀트리온, 바이오시밀러): 1,578.9k units (-0.5%, -2.0%, 31.1%)

■ Herzuma(셀트리온, 바이오시밀러): 40.9k units (-3.8%, -1.4%, 1.6%)

■ Vegzelma(셀트리온, 바이오시밀러): 6.3k units (+57,354.5%, +4.6%, 3.2%)

■ Yuflyma(셀트리온, 바이오시밀러): 0.2k units (n/a, -2.3%, 0.1%)