The scale of HPV vaccine is nearly 10 billion, and the future of domestic class II vaccine is expected

Wen Xiao pill In 2019, the total number of domestic vaccine batches issued was about 550 million doses, an increase of about 2.0% compared with the same period in 2018, and the total number of batches has been stable at the level of about 550 million doses for five consecutive years Among them, the overall batch number of class II vaccines in China is on the rise, and the batch number in recent two years has gradually increased to more than 200 million doses Category II vaccine belongs to the self paid vaccine, usually with high price and strong active consumption attribute For vaccine manufacturers, the production / agent sales of heavy-duty category II vaccine products are expected to rapidly improve the performance of enterprises HPV leads the second class vaccine market with the largest vaccine variety of nearly 10 billion market scale In May 2017, MSD 4-valent HPV vaccine was approved by CFDA for listing in China; in April 2018, 9-valent HPV vaccine was approved for listing in China, and the two HPV vaccine products were sold by Zhifei biological agent After being put into the domestic market, the sales end grew rapidly, especially the sales of 9-price vaccines were extremely hot, and there was a situation of short supply everywhere With two heavy-duty products, MSD occupied the main share of the domestic HPV vaccine market, and with the exclusive agent for these two vaccines, Zhifei biology also achieved rapid growth in performance In 2019, the batch issuance value of HPV vaccines with 4 and 9 prices reached 8.2 billion yuan, a year-on-year increase of 78% In addition, with the amount of about 1.2 billion yuan of domestic 2-price HPV vaccine issued in batches, the sales market of the whole HPV vaccine has reached 10 billion yuan, which is the vaccine category with the largest batch value in China, leading the growth of the whole class II vaccine market Source: public data sorting In addition to HPV vaccine, including 13 valent pneumonia vaccine, rotavirus vaccine and other heavy-duty vaccine products have achieved rapid volume expansion, driving the rapid expansion of the whole domestic second-class vaccine market Among them, the 13 price pneumonia vaccine exclusively supplied by Pfizer increased by 23.4% year-on-year in 2019, and the end market was in short supply Domestic heavyweight vaccines are continuously marketed for class II vaccine expansion Under the background of the gradual expansion of the domestic class II vaccine, we have to mention the domestic heavy-duty vaccine products In particular, on the last day of December 2019, Watson's 13 valent pneumococcal polysaccharide conjugate vaccine and Xiamen Wantai's 2-valent HPV vaccine, cinchonine, were approved by CFDA for marketing Watson biological's 13 valent pneumococcal polysaccharide conjugate vaccine has been developed for 14 years, adopting a completely different process and technology route from Pfizer's original product, with full independent intellectual property rights It is the second one in the world and the first 13 valent pneumococcal conjugate vaccine in China The first domestic HPV vaccine, 2-valent HPV vaccine of Xiamen Wantai, is targeted at HPV16 and 18 types, and is included in the special support of national major new drug development, which is suitable for women aged 9-45 years, providing a domestic version of the solution for the strong demand of domestic HPV vaccine Data source: public data sorting In addition to the recently approved heavy-duty vaccine varieties, in fact, since 2013, there have been a number of large domestic vaccine varieties approved for marketing in China, represented by DTaP Hib quadruple vaccine, AC Hib triple vaccine, EV71 vaccine and 4-valent influenza vaccine and other related products The future of domestic class II vaccine of heavy-duty vaccine products to be launched Based on the current data, the domestic vaccine market has experienced the baptism of vaccine industry events and the major adjustment of vaccine approval and supervision system, and the performance of the whole sector has recovered, and has accumulated vigorous strength For domestic vaccine varieties, 2020 is just the year of hope, and many heavy-duty vaccine products are on the way.