Economic Observer reporter Liu Xiaonuo

Previously, K drug could sell for $20 billion a year, so we can say that our (Lenconazole) peak sales will be $20 billion. Now we have found that K medicine can be sold for 30 billion US dollars, and we believe our peak is 30 billion US dollars. ”Zhu Yi, founder, chairman, and chief scientific officer of Baili Tianheng (688506. SH), said.

K-drug, also known as Merck's "King of Medicine" pembrolizumab, has sales of $31.7 billion by 2025. On the morning of July 22nd, at the first Global Conference on New Drugs in Major Countries hosted by Tong Xieyi, Zhu Yi bluntly stated that he believed that the first innovative drug of Baili Tianheng, Lencon Yilongtumumab (iza bene), could sell as much as K drug could sell.

I am very confident that it is a super drug with the potential to become the 'King of Medicine', "said Zhu Yi.

In June 2026, Lenconazole monoclonal antibody was approved for marketing in China, becoming the world's first approved dual antibody ADC (antibody conjugated drug). The market value of Baili Tianheng has reached billions, largely based on people's expectations for Lenconazole monoclonal antibody. With official approval, this drug has also entered the commercialization stage.

I am an impatient person, and I hope everything can be done quickly, "Zhu Yi said. Lenvatinib received approval on June 22nd, and by July 1st, the drug had been prescribed in almost all provincial capitals across the country, and patients had already taken the medication.

Cheng Zengjiang, the founder and chairman of Tong Xieyi, described the process of Zhu Yi leading the team in research and development as "revolutionary romanticism". Zhu Yi believes that the current commercialization stage is different from the research and development stage. Research and development requires talent, creativity, determination, and confidence, while commercialization requires organization and implementation under supervision.

In recent years, anti-corruption efforts in healthcare have been continuously promoted, and multiple new regulations will be implemented in 2026. Doctors who receive kickbacks of 30000 yuan can be punished, and the pharmaceutical industry is also facing strong supervision. Pharmaceutical sales are facing a general transformation, which is exactly the situation faced by Lenconazole after its launch.

Zhu Yi said that in the first week of the approval of Lenconazole monoclonal antibody, he personally conducted 9 training sessions for the company's commercial team of over 600 people, with the latest session lasting until 1:30 am. "One of the main contents was how to promote this groundbreaking drug in the new situation.

When I train them, the first thing is to tell them to prioritize patients, find the right doctors, and use ADC drugs on the right patients. Because ADC drugs always have side effects, doctors need to familiarize themselves with this drug and find patients who can tolerate adverse reactions and benefit, rather than using drugs for all patients. ”Zhu Yi said, "The second thing is to tell our sales and marketing team where the real risk window of our drugs is, communicate with doctors, and how we can control this risk window

It is almost impossible for pharmaceutical representatives to enter the hospital now, so how can we affect doctors and patients? I told them that we are now fully returning to the sunshine and making this profession safe. In full compliance, doctors will dare to see you, and you will also dare to see doctors. Now our team is very confident in seeing doctors. We have received feedback now, and doctors are willing to advise our pharmaceutical representatives. "Zhu Yi believes that this is a breakthrough in the sales model.

Zhu Yi stated that they will definitely strive to include Lenvatinib in the medical insurance list. In addition, he expects that Lenconazole monoclonal antibody will be launched overseas in 2029. In 2023, Brilliant Tianheng and Bristol Myers Squibb, a multinational pharmaceutical company, reached a potential cooperation with a total transaction value of 8.4 billion dollars. According to the contract, Bristol Myers Squibb will be solely responsible for the development and commercialization outside the Chinese Mainland.

Faced with the issue of price differences both domestically and internationally, Zhu Yi stated that they are prepared to implement risk isolation measures. According to the previous contract between Baileys Tianheng and Bristol Myers Squibb, Baileys Tianheng is responsible for global supply. "Now we think that drugs supplied to the United States may be produced in the United States," Zhu Yi said.

(Author Liu Xiaonuo)