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Due to the relatively small number of drugs and the high barriers to entry, the market for biological medicines is highly concentrated compared to other pharmaceutical market sectors. In the first half of 2019, the top three manufacturers controlled about 35% of the segment in value terms, according to the PMR report “Biological and biosimilar medicines market in Poland 2019. Market analysis and development forecasts for 2019-2024”.
Roche is a clear leader in the biological medicines segment
The twenty largest players in the biological drugs market in Poland accounted for 86% of sales value, both in 2018 and the first half of 2019, according to PMR calculations. Roche is the clear leader on the Polish biological drugs market. It controls around one fifth of the market value.
The value of Roche’s sales in 2018 was almost 2.5 times higher than that of Novo Nordisk, the second largest company. The company’s portfolio is based solely on reference biological drugs. Leading Roche products have already lost patent protection (e.g. Herceptin, MabThera) or will lose it in the next few years (Avastin). The company will therefore face competition from biosimilar medicines.
In general, Roche’s portfolio of biological drugs includes monoclonal antibodies, interferons, immunosuppressive drugs, interleukin inhibitors and drugs used in anaemia. In contrast, the second in the Novo Nordisk portfolio focuses on one category – insulin.
The segment of biosimilar medicines dominated by Polish companies
The reference drugs segment is understandably dominated by large global companies. Domestic manufacturers, on the other hand, hold leading positions in the biosimilar sector. For both the first SciencePharma and the second Bioton, the biosimilars offer focuses on one product. SciencePharma has a biosimilar drug to Clexane (enoxaparin). Bioton’s portfolio includes biosimilar insulin – Gensulin.
The dynamics of changes in revenue of biosimilar drug manufacturers is high compared to reference drug manufacturers. In 2018, half of the 10 largest manufacturers had a two-digit figure and two companies had more than 130%. This is due, among other things, to the expansion of the biosimilar product portfolio.
The analysis covers Rx pharmacy sales as well as reimbursement within the framework of drug programmes and chemotherapy.