HPV vaccine fever, domestic enterprises scramble to segment 10 billion market

[industry trends of pharmaceutical network] according to the report of fiercepharma website, MSD has borrowed Gardasil 9-valent vaccine from CDC's children's vaccine inventory in the United States this month to help meet the vaccination demand in the United States The vaccine is currently approved in the United States for the prevention of some high-risk HPV in 9-45-year-old adolescents and adults In addition, Frank clyburn, commercial officer of MSD, told analysts that until 2023, MSD's manufacturing plants will be able to fully meet the global demand for Gardasil, the HPV vaccine HPV is a common reproductive tract infection virus, transmitted through sexual contact (including oral sex), as well as contact with the skin, mucous membrane or body fluids of the infected person According to the World Health Organization (who), in 2012, there were 630000 new cases of HPV related cancer in women around the world, 530000 of which were cervical cancer, and 266000 people died It is reported that in 2015, there were 98900 new cases of cervical cancer and 30500 deaths in China, and vaccination can provide effective protection Globally, about 70% of cervical cancer is caused by HPV type 16 and 18 infection, and the first HPV vaccine launched in 2006 contains the bivalent vaccines of these two genotypes, which can theoretically prevent 70% of cervical cancer and precancerous lesions In addition to high-risk HPV, there are also low-risk HPV, which can cause genital warts, recurrent respiratory papillomatosis and other benign lesions 90% of genital warts are caused by HPV type 6 and 11 infection The bivalent vaccine is based on the bivalent vaccine to increase the two genotypes, which can prevent 90% of genital warts On the other hand, on the basis of the fourth price, the ninth price vaccine has added five high-risk HPV genotypes: 31 / 33 / 45 / 52 / 58, which can increase the prevention range of cervical cancer to more than 90% Currently, there are three kinds of HPV vaccines on the market in the world, and MSD owns two kinds, including four price and nine price HPV vaccines In 2017, the global sales volume reached US $2.3 billion The market space of the drug in China is huge, and it is almost "certain" In 2018, after the approval of Gardasil 9-valent vaccine for 16-26-year-old women's vaccination, they were always in the state of queuing for appointment According to an agency's analysis of the nine price HPV market, combined with the sales of the four price HPV vaccine, it is predicted that the domestic sales volume of the nine price HPV vaccine in 2018 will reach about 1.3 million, covering the demand of 430000 age-old women, and the sales revenue contribution can be nearly 1.7 billion If the net interest rate is 15% - 20%, the net profit contribution can reach 250-340 million yuan Nine price HPV vaccine corresponds to nearly 100 million women aged 16-26 years Assuming the penetration rate increases by 3-5%, and considering the market share of four price HPV vaccine, the market space of nine price HPV vaccine is expected to reach 7.5-12.5 billion yuan The sales volume of Chinese market has become an important driving force for the global growth of HPV vaccine Once the current research on expanding the age range of vaccinators (for women aged 27-45) is successful, the demand and sales volume of products such as Gardasil will further increase rapidly to adapt to the population expansion Facing the huge market prospect, domestic enterprises also began to speed up the pace of independent research and development Since 2018, three pharmaceutical companies in China have been approved to carry out clinical trials of nine valent cervical cancer vaccine In 2022, nine valent cervical cancer vaccine may be expected to go on the market On January 16, 2018, Watson biology issued a notice saying that its holding subsidiary, Zerun biology, independently developed the "recombinant human papillomavirus nine valent virus like particle vaccine" and received the approval for clinical trials of drugs issued by CFDA on January 15, 2018 In addition to Watson biology, in November 2017, the nine valent cervical cancer vaccine jointly developed by Xiamen Wantai Canghai Biotechnology Co., Ltd and Beijing Wantai biopharmaceutical Co., Ltd under Xiamen University national infectious disease diagnostic reagent and vaccine engineering technology research center and Yangshengtang Co., Ltd was also approved by CFDA for clinical trials In addition, more than ten enterprises, such as Shanghai Institute of biological products, Beijing Institute of biological products and Wuhan bowo, have applied for clinical trials of HPV vaccine In addition, the "11 valent recombinant human papillomavirus (HPV) vaccine" jointly developed by Sinopharm Biotechnology Research Institute Co., Ltd and Chengdu Institute of Biological Products Co., Ltd has also obtained the approval document for clinical trials issued by the State Drug Administration, which is also the HPV vaccine with more price in clinical trials approved at present At present, many countries, such as the United Kingdom, Canada, the United States and so on, have included HPV vaccine into the scope of free vaccination under certain conditions Some insiders said that this kind of medicine may become one of the important directions of research and development in China's pharmaceutical industry in the future But for a long time, Merck and GlaxoSmithKline have separated the main market of cervical cancer vaccine in the world The research and development of HPV vaccine by domestic pharmaceutical companies still need to go through the double tests of time and technology It is undoubtedly a long way to go to get a share of the HPV market.