Harvest year! 2020 vaccine industry will have a series of heavyweight products waiting for approval

[pharmaceutical network industry trends] since January 2020, major enterprises have released performance forecasts Recently, the 2019 performance forecasts of leading bio vaccine listed companies have also been published For example, on January 9, Kangtai biology released the notice, and it is estimated that the company will achieve a net profit of RMB 550 million to RMB 590 million in 2019, an increase of 26.24% to 35.42% over the same period of last year; on January 6, Hualan biology said that the company is expected to achieve a net profit of RMB 1.253 billion to RMB 1.367 billion in 2019, an increase of 10% to 20% over the same period of last year; on the evening of January 3, Zhifei biology released the annual performance notice, and the company is expected to achieve a net profit of 22.5% in 2019 From 500 million yuan to 2.54 billion yuan, an increase of 55% to 75% over the same period last year According to the performance forecasts released by various companies, it can be seen that the vaccine industry improved significantly in the second half of 2019 It is understood that with the promulgation of the vaccine management law, the threshold for the production end of the industry has been greatly increased, and the development of the industry has gradually recovered The industry forecasts that in 2020, the vaccine industry will have a series of heavy-duty products waiting for approval For example, Bifidobacterium vaccine of Zhifei biological cow (tuberculosis vaccine), Changchun high tech nasal spray influenza vaccine and Kangtai biological 13 valent pneumonia combined vaccine have been declared for production, and are expected to be approved in succession within this year In addition, Watson biological 2-valent HPV vaccine completed phase III clinical, waiting for data Unblinding; Kangtai biological human diploid cell rabies vaccine has obtained clinical summary, waiting for application for production, EV71 vaccine is in phase III clinical, and is expected to be approved for market after 2021 Great Wall Securities said that the next few years will be a golden period for the development of the vaccine industry There are more and more vaccine varieties in China, and several heavy-duty products have been listed in succession, such as MCV4, 13 price pneumonia vaccine, etc the second class vaccine market will usher in a new expansion Vaccine is related to the life and health of the people and public health safety China needs to continuously promote the compliance production of vaccine enterprises Among them, the new version of vaccine management law clearly proposes that vaccines should be strictly supervised, and special systems and regulations are put forward for the whole process of vaccine development, production, circulation and vaccination, which is of great significance for vaccine compliance production It is understood that after the promulgation of the vaccine management law, the State Food and Drug Administration twice inspected the vaccine production enterprises of the company, and the company also hired a third party to inspect its vaccine production enterprises and key varieties "This kind of external inspection at different levels is very helpful to promote the compliance production and quality of vaccine enterprises." Some insiders said For the future development trend of vaccine industry, with the implementation of the new version of vaccine management law in China, vaccines are included in the national strategic materials In addition, China's vaccine market is in short supply, a number of innovative vaccines are on the market, and the population base is large, and the future growth is expected With the support of national policies, heavy investment of capital, vaccine innovation has entered the outbreak period, and vaccine industry has a broad prospect It is estimated that the vaccine market scale will reach 31.1 billion yuan in 2019, which will increase to 100 billion yuan in ten years, more than tripling, with an average compound annual growth rate of 11.2% For example, some biological vaccine companies have gone out of the magnificent market since 2019, including Kangtai biology, Changchun hi tech, etc., whose share price has doubled since the beginning of last year, and Watson biology, Hualan biology, Zhifei biology, etc., whose cumulative growth during the period is more than 50% In the near future, the stock price of Zhifei biology has a strong trend, and the new closing price continues to reach a record high In addition, for the frequent shortage of vaccines, it is suggested that the whole process analysis of vaccine demand, production, supply and vaccination should be strengthened to realize the dynamic deployment of vaccines, and try to reduce the shortage of vaccines due to circulation by means of information technology.