In recent years, with the growth of R&D investment by domestic biopharmaceutical enterprises and the promotion of a series of policies to encourage and encourage new drug research and development, the domestic biopharmaceutical industry is booming
.
It is estimated that by 2025, the market size will exceed 800 billion yuan
.
It is worth noting that under the background of the rapid development of the biopharmaceutical industry and the continuous expansion of production capacity, the upstream biopharmaceutical equipment industry is also ushering in new opportunities
.
Pharmaceutical companies are strengthening domestic substitution of upstream equipment, and pharmaceutical machinery companies are welcoming the benefits (Image source: Pharma.
com)
It is understood that the upstream of biopharmaceuticals mainly includes two major links, R&D and production, and both of which are inseparable from the support of
biopharmaceutical equipment.
Therefore, in the case of the rapid development of the biopharmaceutical industry, the industry is expected to usher in a new round of development opportunities in the upstream pharmaceutical equipment market, especially the high-end pharmaceutical equipment market will grow
.
However, it should be noted that compared with the booming trend of pharmaceutical equipment, the localization of China's biopharmaceutical core process equipment is relatively low, and the discourse power of key equipment is in the hands of foreign supply chains
.
Taking the reactor involved in the upstream process of biopharmaceuticals as an example, divided into disposable bioreactors and stainless steel bioreactors, according to the data, the market size of disposable bioreactor consumables in China in 2020 will be 1.
47 billion yuan, and it is expected that the market size will reach 5.
135 billion yuan by 2027, with a compound annual growth rate of 21.
1% from 2020 to 2027, which is higher than the global growth rate
.
However, 80%-90% of the equipment and consumables are provided by foreign enterprises, and the localization rate is very low
.
In addition, excessive dependence on imported products will also lead to a "stuck neck" phenomenon
in the production process of biopharmaceuticals.
At present, for the overall production capacity and technical safety of China's biomedical industry chain, many pharmaceutical companies have actually launched active actions
.
In February this year, Akeso announced that it had reached a cooperation with Shanghai Doning Biotechnology Co.
, Ltd.
(hereinafter referred to as "Doning Biotechnology"), and Akeso Biotech will also invest in Doning Biotechnology to deepen the cooperative relationship
between the two parties.
According to multiple information, Ning Biotech was established in 2005, and its main business is the development and production
of serum-free medium, especially serum-free medium for the antibody market.
According to the cooperation agreement, Akeso Biotech and Doning Biologics will cooperate on the development of new antibody drugs, give full play to the leading advantages of both parties in the upstream and downstream of the industrial chain, improve the efficiency of new drug R&D and production, and reduce costs
.
At the same time, Akeso will also invest in Doning Biologics to deepen the cooperation between
the two parties.
Industry analysts believe that in the future, more and more pharmaceutical companies will consider purchasing domestic key equipment and related consumables, and at the same time, independent controllability and domestic substitution of relevant supply chains will become the general trend
.
In this context, domestic pharmaceutical equipment enterprises will undoubtedly usher in more opportunities
.
Of course, there are opportunities and challenges
.
It is reported that at present, many pharmaceutical equipment companies have accelerated their layout
in this field.
For example, in August last year, Chutian Technology has established a holding subsidiary, Chutian Siyute, specializing in the production and sales of biopharmaceutical disposable technology products, such as bioreactor disposable bags, liquid bags, reservoir bags, respiratory bags and their membranes; In September, a holding subsidiary, Chutian Microsphere, was also established, and a number of product laboratories have been successfully developed; At the end of February this year, Chutian Technology announced the establishment of a holding company, Chutiansi as Kang Gene, which is committed to promoting the layout
in the field of biotechnology.
In addition, Dongfulong also plans to raise no more than 3.
2 billion yuan for the construction
of biopharmaceutical equipment industry trial production center, Jiangsu biomedical equipment industrialization base, Hangzhou life science industrialization base and other projects.
In general, the current domestic biomedical industry is accelerating, and the demand of biopharmaceutical companies to strengthen domestic substitution of upstream equipment is also growing
.
In the future, in this context, the biopharmaceutical equipment industry will also accelerate the pace of import substitution through innovation and upgrading to better meet market demand
.
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