The first quarter of the reverse growth of blood products behind: more demand, greater opportunities!

Medicine Network July 15th, the sudden outbreak of new crown pneumonia swept the world, although the current domestic epidemic has been brought under control, but some countries are still serious outbreaksin the course of dealing with this new crown outbreak, the medical community has found a series of drugs that are expected to improve the condition of patients with new crowns, among them, the "New Coronary Virus Pneumonia Clinic Program (Trial 7th Edition)" promulgated by the National Health and Health Commission will include human immunoglobulin and the rehabilitation of plasma two blood products in the treatment drug catalogalso, including human haemoglobin and human fibrinogen can also improve secondary shock in patients with severe new coronary disease and diffuse intravascular clottingsome blood products enterprises at home and abroad have also initiated the development of anti-neo-coronavirus-specific human immunoglobulin, trying to provide a safer and more efficient anti-neo-coronavirus human immunoglobulin by purifiing the anti-neo-neo-coronavirus antibody sterilization in the blood plasma of the recovered personthe outbreak in the first quarter of 2020 did not hinder the growth of the blood products marketthe industry as a whole affected by the epidemic and other factors serious, sample hospital sales showed -25% growth, the first quarter of this year, the blood products market still reached 4% growth, of which human haemoglobin and human immunoglobulin ranked the top and 3est best-selling drugs, respectivelysupply end of the new environmental pulping capacity of the world's second, still short of blood products due to the source of healthy human plasma, so the source is limited, for a long time, domestic blood products supply can not meet market demandas a strategic resource variety, blood products in response to war, natural disasters and major outbreaks of irreplaceable value, the WHO has been calling on member countries to achieve self-sufficiency of blood productsin view of this, China has also accelerated the development of the field of blood products, the most restricted to the development of the industry plasma collection, has been effectively improved2019, China's annual pulp production is about 9,200 tons, up 6.7% YoY, with an average annual growth rate of 11.5% in the last eight years, and plasma collection capacity is ranked second only to the United States in the worldDespite the rapid development of the domestic blood products industry in recent years, the market size is still a huge gap compared with the West, especially the per capita use of human immunoglobulin and coagulation factors is less than 10% in the West, even if compared with the WHO's per capita demand for blood products there is still a certain gapthis time in response to the new crown outbreak, almost all of the domestic blood products enterprises are working overtime, only for the market to increase the static injection of human immunoglobulin (static propylene) to meet the huge demand for clinical static propylat the same time, under the new crown outbreak, domestic plasma collection has been affected to a certain extent, in the short term due to the previous plasma retention and other factors on the market has not yet appeared, but if the outbreak continues, the future domestic supply of blood products products will face a new round of shortagethe impact of the outbreak? The impact of China-U.Srelations? More crucially, although China already has the second largest plasma collection in the world, it accounts for less than 15 per cent of the world's plasmaalmost all of the world's blood products depend on the United States according to the International Association for Plasma Protein Therapy (PPTA), the global plasma supply capacity (including recycled plasma) was 57,000 tons in 2017, including 38,000 tons in the United States plasma has become the 11th most valuable export asset in the United States, with a product value of $26 billion according to the 2019 Chinese Court of Inspection blood products batch issuance data, 2019 the total amount of albumin batch issued 53.25 million bottles, of which about six into albumin, given the supply of albumin remains tight, that is, China's albumin market 60% dependent on imports, the vast majority of which comes from the United States since 2019, especially in the near term, the problem between China and the United States has become more serious, and the future of Chinese albumin imports is not ruled out on the other hand, international outbreaks, particularly in the United States, also pose challenges to the supply of blood products, with the WHO noting that the COVID-19 pandemic has reduced the supply of blood and blood components and will have a negative impact on many countries even in the United States, where blood products are in high supply, some blood product shortages are occurring, and the FDA recently added two immunoglobulin products to its list of drugs in short supply the increase in clinical demand, the uncertainty of international conflictands and the impact of the epidemic all indicate that the domestic blood products supply capacity still needs to be rapidly improved there is still a huge room for growth in the domestic blood products market in order to achieve as much self-sufficiency as possible The global blood products market will grow to $38.65 billion in 2026 with a compound annual growth rate of 6.6 percent, according to an analysis published in June 2020 by Fortune Magazine on the Hospital product s such as subcutaneous injection of human immunoglobulin, high concentration seisypropylene, alpha1-antitrypsin and vWF factor seisluds are the main drivers of the market, while the Asia-Pacific market, including China, is the fastest growing region in China, the blood products market is one of the fastest growing drug use categories, blood products sample hospital overall annual compound sales growth rate of more than 15% especially in the first quarter of 2020, the blood products market still grew by 4% and sample hospital sales of 1.82 billion yuan, despite the industry as a whole, which has been affected by the epidemic and other factors, resulting in -25% growth human haemoglobin and human immunoglobulin ranked first and third in the best-selling drugs, respectively human haemoglobin: The share of imported products continued to increase the share of human haemoglobin long-term ranking in the sample hospital's best-selling drug, in 2019 sample hospital sales of 3.79 billion yuan, an increase of 23.6 percent year-on-year is widely used in the clinical application of albumin, especially in the treatment of hypoproteinemia and shock in addition, the 2018 EU EMA recommended the de-listing of hydroxyethyl starch from a safety perspective, further increasing market opportunities for human haemoglobin according to the latest batch issuance information, in the first five months of 2020, the Chinese court's white protein batch issued a record 26.68 million bottles, which is converted to a full-year volume of 64 million bottles according to the current level of production technology, 64 million bottles of albumin need to be close to 23,000 tons of plasma, the current domestic production volume of only 0.9 million tons supply shortage, and domestic blood products enterprises to focus on the outbreak of much-needed static prop, resulting in the first quarter of 2020 domestic albumin sample hospital market share reduced to 24%, while the three multinational blood products giants CSL Bellin, Kilifok and Takeda market share of more than 20% human immunoglobulin: the amount of human immunoglobulin has been the best-selling blood products in the world, clinical indications cover almost all conventional treatment departments human immunoglobulin has a double immunomodulation effect so that it can be used not only in immunocompromised diseases, but also for immune abnormal diseases the main use of preparations in The country for static injection form, clinically generally known as static propylene this new crown outbreak, Jing C was included in the National Health and Care Commission's new crown diagnosis and treatment program and a number of medical institutions or organizations of the new crown recommended treatment guidelines in the United States, where the outbreak is most severe, IDSA (American Society of Infectious Diseases) also included static propyl in the recommended medication for PATIENTs with COVID-19 the first quarter of 2020, the sales of sample hospital static cinta were RMB545 million, an increase of 26.2% YoY , the only variety with sales growth among the best-selling drugs, jumped from 14th in 2019 to 3rd place in the first quarter of 2020 , of course, this figure is directly related to the outbreak; the current concept of hydropropyl treatment for autoimmune diseases in China is also rapidly improving guidelines on autoimmune diseases, led by the Chinese Medical Association for 2019 alone, include Guillain-Bartlesyndrome, primary immune platelet reduction, and polytopic motor neuropathy, which list editing propylene as a first-line treatment, expanding the range of applications of static propylene new growth chance coagulation factor: "preventive treatment" of China space large coagulation factor is a group of various plasma protein components involved in the blood coagulation process, a total of more than 10 categories, in some physiological or pathological states, the level of coagulation factor in the body will be reduced, if the state continues to cause bleeding or aggravation the largest clinical application of coagulation factor is Haemophilia A, clinical for haemophilia A are recommended to supplement human coagulation factor VIII or its recombinant products however, compared with the general recommendation of coagulation factor prevention drug programs in Europe and the United States, the domestic still generally use the on-demand treatment program, which makes the domestic per capita coagulation factor donotage is less than one-tenth of the Western the Chinese Guide to The Treatment of Haemophilia (2020 Edition) points out that with the improvement of medical insurance and drug supply conditions, China has the basic conditions for hemophilia prevention and treatment, and should actively promote preventive treatment in order to reduce the disability rate of haemophilia patients in China and improve the quality of life With the concept of preventive drug use gaining ground, China's clotting factor market will be moving into the fast lane In view of the advantages of source and virus safety, China coagulation factor VIII market is mainly occupied by recombinant products, in the first quarter of the last three years sample hospital coagulation factor VIII Market restructuring products accounted for 64.7%, 67.3% and 73.3%, respectively current restructuring products are occupied by foreign companies, the largest of which is Bayer's Bycoc/Koyuch , however, a number of domestic enterprises of the recombinant coagulation factor VIII is also in the layout, is expected to give haemophilia patients to provide more drug options -specific human immunoglobulin: huge research and development value and market potential Not long ago, CSL, Takeda and other six multinational blood products enterprises initiated the establishment of a public welfare alliance to jointly develop anti-new coronavirus-specific human immunoglobulin has a stronger antibody action and a very low risk of viruses compared to the plasma of newly crown-recovering people this product, if launched, will undoubtedly bring great help to the treatment of patients with the new coronavirus, and once again indicate the great value of specific human immunoglobulin currently, there are more than 10 specific human immunoglobulins approved worldwide but in the country, only specific human immunoglobulin products for the three pathogenic microorganisms of tetanus, rabies virus and hepatitis B virus the domestic-specific human immunoglobulin market has maintained rapid growth even as the rate of infection among these three diseases remains high in China the domestic sample hospital-specific human immunoglobulin market reached 525 million yuan in 2019, a significant increase of 27.4% YoY the near-stagnation of general emergency care affected by the outbreak in 2020, which affects the sale of specific human immunoglobulins, but as the impact of the outbreak subsides, the problem will no longer exist specific human immunoglobulin products, as well as a range of new products under research, these varieties will further expand the specific human immunoglobulin product category, bringing new market growth opportunities