The market of HPV will start

[product information of chinapharma.com] it is reported that in early November, the four price cervical cancer vaccine (hereinafter referred to as "four price HPV vaccine") was officially listed in the mainland, and successively entered the bidding and procurement channels of various provinces Guangdong will enter the bidding stage as soon as possible, and it is expected to start the vaccination of cervical cancer at the end of the year It is understood that only the cervical cancer vaccines of GSK and MSD are approved to be listed in the world at present, and the four price and nine price jiadaxiu of MSD, and the two price sirishi of GSK are listed According to the public data, Merck's cervical cancer vaccine achieved a sales revenue of US $2.173 billion in 2016, compared with us $1.001 billion in the first half of this year, an increase of 30% year on year In China, MSD's tetravalent HPV vaccine was approved by CFDA in May this year "At present, we are actively cooperating with CFDA in the process of batch issuance and provincial bidding, so that jiadasheu can benefit Chinese women as soon as possible," e drug manager confirmed to MSD about the official listing After the approval of 1798 yuan / dose, first apply for winning the bid, and then promote the marketing This is the general operation process in the field of vaccines, and it is also the work that has been actively promoted since the approval of the four price HPV vaccine in May this year According to e drug manager, the four price HPV vaccine of moshadong has started to participate in bidding in various regions, among which, it has won the bid in 6 provinces including Yunnan, Chongqing, Henan, Jiangxi, Hubei and Heilongjiang, with the price of 798 yuan / piece, while the bidding work in other provinces is also in progress The bid price of MSD is nearly 40% higher than that of the second price of GSK, which has been sold in July However, industry insiders believe that there is no comparability between the two, because GSK products are suitable for the ages of 9 to 25, while MSD products are suitable for the ages of 20 to 45, and the main competition groups of both sides are 20 to 25 Of course, other people also said that the price setting of MSD has a larger marketing space, and the payment ability of the relatively senior group is also relatively strong According to the analysis of securities institutions, at present, the population suitable for four price HPV vaccine in China is 260 million, with an increase of 9 million Considering the current bid price of 798 yuan / piece, 2400 yuan for three injections, the incremental penetration rate is 30%, about 2.7 million people, and the product scale is 6.5 billion yuan If the stock market penetration is 2%, the market scale will exceed 13 billion yuan 2 By way of sales: in 2012, MSD and Zhifei biology signed the agreement on supply, distribution and joint promotion Both parties agreed that after obtaining the domestic listing license for the four price HPV vaccine of MSD, Zhifei biology shall be responsible for the import, promotion and sales of Jiada Xiu in mainland China Zhifei biology has the agency right for the product It is understood that the term of the agreement signed by both parties at that time was 3 + 2 years After three sales years, if both parties have no objection, they can renew the agreement for another 2 years At the same time, the two sides agreed that the basic procurement plan for the first three years is about 1.14 billion yuan in the year, 1.483 billion yuan in the second quarter and 1.853 billion yuan in the third year However, in September this year, based on the original agreement between Zhifei biology and MSD, it revised the basic procurement plan from September 2017 to June 2021, which was RMB 542 million, RMB 1372 million, RMB 1784 million, RMB 2230 million and RMB 617 million respectively, down from the previous one In the field of domestic vaccines, Zhifei biology started from marketing, with its main mode of long-term self direct sales as the main mode, supplemented by agency distribution One of the most important factors that MSD chooses to cooperate with is its marketing and channel capabilities Zhifei biology has a sales team of more than 1200 people At present, it has initially established a wide and deep terminal service network, which can cover 30 provinces, 327 cities, 2248 counties and more than 25400 vaccination points In the field of vaccine, Zhifei biological marketing strength is quite strong According to the reply from MSD, it has not been officially approved yet, but the marketing of Zhifei bio has been quite popular at the market level According to the public information, at present, four price cervical cancer vaccination appointment has been started in many places The relevant community medical service staff in Harbin told the appointment staff that it is expected to be formally vaccinated in December In addition, Nanjing, Zhengzhou and other places also reported that four price HPV vaccination appointment has been started 3 The battle of HPV market will begin in July GSK second price HPV vaccine has been listed, and has completed the bidding access work in 25 provinces (municipalities directly under the central government) According to the market feedback, the sales situation is extremely hot, and the marketing mode of appointment vaccination with ALI health has been launched, which is also quite eye-catching, with obvious first mover advantage As a latecomer, MSD has also launched a layout On the one hand, it is making efforts in the bidding and promoting rapidly On the other hand, relying on the marketing ability of Zhifei biology, the company has already made an appointment in various places in order to obtain the approval and issue and sell immediately According to the prediction of the outside world, it can be used everywhere next month In terms of the two cases, GSK has the price advantage and the first mover advantage At present, it has enough coverage Although the four valent vaccine of mosaden has more indications than that of hirui, but in terms of cervical cancer prevention, only two of them play a role, and only its indications in cervical cancer have been approved in China Therefore, if the two sides compete, GSK will compete for the advantage of the people aged 20-25 in price However, it is precisely because GSK products are listed first, which shortens the market introduction period for the listing of four price HPV vaccine in mosadong, so that the market can be rapidly launched after the listing of mosadong Of course, in terms of marketing, the ability of Zhifei biology is also a powerful tool In general, the HPV market war between GSK and MSD is about to start, and a large number of local pharmaceutical enterprises are following closely At present, 11 pharmaceutical enterprises in China have submitted clinical applications for HPV vaccine, including 3 tetravalent vaccines, 1 hexavalent vaccine and 4 jiuvalent vaccines, among which the 9valent vaccines of MSD are also under review
"Drug clinical trial registration and information publicity platform" shows that at present, many companies including Chengdu Institute, Beijing Institute, Shanghai Zerun, Xiamen Wantai Canghai, Shanghai Bowei biology, etc have conducted HPV vaccine related trials Shanghai Zerun, a subsidiary of Watson biology, has started three phases of clinical trials and continues to carry out gynaecological follow-up to collect medical records and The work of clinical sample testing, the clinical research application of the nine valent HPV vaccine developed by the company has also been accepted The third phase clinical trial of bivalent HPV vaccine carried out by Xiamen University and Xiamen Yangshengtang Biotechnology Co., Ltd is also in progress It can be predicted that more and more competitive forces will gradually participate in this huge market to try to take a share If sirishi wants to win in this competition, the key is to make good use of the first mover advantage However, the current situation is quite stressful for local pharmaceutical companies, because according to market estimates, the HPV vaccine of Shanghai Zerun, owned by fast Watson, will not be available until 2019 At that time, GSK and MSD have occupied the market highs If they want to form challenges in the future, price war is inevitable Original title: Mosa East four price cervical cancer vaccine on the market? 6 provinces win the bid, 798 yuan each! HPV market battle starts