This type of medical device is reduced to 1.0025 yuan

It is difficult to be taken to purchase the field 1, profit growth 18 times January 6, Zhejiang Oriental Gene Biologics Co., Ltd. announced that the annual net profit is expected to achieve 1.556 billion yuan in 2020, an increase of about 1795% YoY, to achieve a attribution of non-profit profit of 1.539 billion yuan, an increase of about 1925 percent YoY.
reason is that the outbreak brought a huge amount of new crown testing reagent demand, according to the announcement, Oriental bio-developed new crown anti-medical testing kit, new crown nucleic acid testing kit and other products, have achieved a major sales performance breakthrough.
In addition to Oriental Biology, in addition to the new crown outbreak, jiang biological also recently issued a prospecto to land on the board, January-September 2020, Jiang biological revenue of about 1.4 billion yuan, is the 2017-2019 revenue of more than twice the total.
this performance is also mainly based on the new crown inspection reagent products and the outbreak-driven molecular diagnostic equipment sales.
addition, Lepu Medical is also splitting Lepu Diagnostics in the company's listing, with prospectoes showing that by the first half of 2020, Lepu Diagnostics' revenue and profits will reach 523 million yuan and 273 million yuan, respectively, 1.9 times and 8.0 times in 2019.
The same reason is the demand for the epidemic - Lepu Diagnostics new crown testing reagent products in the overseas market demand increased significantly, the new crown testing reagent products revenue of 389.9786 million yuan, accounting for 74.66 percent of the main business income.
, a veteran of the POCT industry, told Cypress Blue that the outbreak is ripening up the industry, which has been rarely heard of by the public and is now a household name.
For nucleic acid testing technology, laboratory effectiveness and in the reality of large-scale effectiveness is very different, before the outbreak, this technology is rarely large-scale application, now affected by the outbreak, nucleic acid testing for a time spread throughout the country and even the world, to promote the industry in one year to complete 5 years or even 10 years of the road.
Jiang Bio also said in the prospecto, the new crown pneumonia epidemic has promoted the development of primary health care molecular diagnostic industry, improve the awareness of molecular diagnosis in the hearts of doctors and the general public, conducted a nucleic acid test of the "national science", but also to promote molecular diagnosis to integration, miniaturization, automation, high-speed, simple direction of development.
2, profit compression: the price fell to 1.0025 yuan Although domestic and foreign demand for new crown reagents so that the above-mentioned machinery enterprises profit almost exponential growth, but relying on the new crown reagents to achieve high revenue "good days" does not seem to be long.
On December 23 last year, the Guangdong Provincial Drug Trading Center announced the procurement results of the new crown nucleic acid detection-related consumables in 11 provinces, the whole-blood nucleic acid extraction kit of Suzhou Xinbo Bio was reduced to 1.0025 yuan, and the nucleic acid extraction or purification reagent of Suzhou Bio was reduced to 2.68 yuan.
last July, Wuxi Health Insurance announced that the province has sales records of testing reagent production enterprises stationed in the recruitment platform, individual nucleic acid testing reagents from more than 100 yuan to 16 yuan, a drop of more than 86%.
On June 15 last year, beijing-Tianjin-Hebei medical supplies joint procurement platform released procurement results, Shenzhen United Medical New Coronary Nucleic Acid Testing Reagent down to 12 yuan / person, Boozes new crown anti-medical reagent down to 5.8 yuan / person.
To this, POCT industry veteran Da Shu on the Cypress Blue device analysis, the new crown inspection reagent large-scale, large quantity, and is a new product and market, there is no previous interest factors and complex relations, so it is easier to take volume procurement.
but the large-scale volume procurement of new crown inspection reagents means that the entire POCT field will begin to face round after round of volume purchases like high-value consumables? The above-mentioned people said, in fact, POCT products are not easy to be purchased with volume, specifically for four reasons: First, from the operational possibilities, the standard degree of coronary bracket is high, but POCT various product testing parameters have tens of thousands of kinds, and each parameter can be detected with chemical luminescence, collage gold and other ways.
, the number of manufacturers in the field of in-body diagnostics, equipment, cross-field, many parameters and parameters between each other.
, if the volume of procurement, will face a huge workload, with the cost of procurement is very high.
Third, many in-body diagnostic reagents special aircraft, that is, a brand of equipment can only use the corresponding brand test card, if the volume of procurement of varieties, you need to change equipment, but some equipment prices as high as tens of thousands or even hundreds of thousands, high cost of equipment.
Fourth, the logic of the current volume procurement is to cut off the interests of the hospital, and then carry out the volume procurement, but medical examination is an important source of income for the hospital, in the public hospital debt situation is generally more serious, if the test reagent is also zero plus, the hospital finance may face greater problems.
At the end of 2019, Wanfu Bio in response to investors' questions also said that in-body diagnostic products need to take into account the equipment and reagents supporting, and involves a number of technical platforms, belong to non-standardized products, so it is more difficult to do consistency evaluation, do with the volume of procurement is more difficult.
3, POCT industry advantages Although the new crown inspection reagents are facing a large area of volume procurement price reduction, but from the entire POCT industry, the possibility of carrying out volume procurement seems unlikely, which may become one of the important advantages of the POCT industry, but also will become part of the high-value supplies field practitioners to consider the direction of consideration.
addition to this advantage, the POCT industry itself is developing at a high rate.
According to china Business Intelligence Network information, POCT is one of the most promising areas in ivD industry, with fast and simple, on-site analysis and so on, can reduce the sample transfer process, shorten the reporting time, to comply with the fast pace of modern society and meet the requirements of personalized service.
market size, although the domestic POCT started late, but the development potential is huge.
global POCT market is growing rapidly, reaching about $14 billion in 2017 and expected to reach $24 billion in 2026.
POCT market will be about $600 million in 2017 and will reach about $1.5 billion by 2026.
POCT industry veteran Da Shu told Cypress Blue device, POCT industry has a number of scenarios of demand: First, medical more and more professional, segmentation, but also face diagnosis, treatment separation, patient care process complex, long time and other issues, which is a greater risk to patients with acute and critical conditions, quick access to test results become an important clinical needs, can quickly on-site analysis of POCT products can effectively solve this problem.
Second, there are reports that the prevalence of diabetes in China's 18-year-olds and above is more than 10%, that is, 1 in 10 adults with diabetes, daily need to be frequent, dynamic measurement, the same need for simple and fast POCT products.
, pregnancy testing, drink driving, drug instant detection, etc. , in daily life and part of the work POCT products also have a number of application scenarios.
The above-mentioned analysis, although the unit price of some POCT products is not high, but the use of a large number of groups (such as diabetics), and high re-purchase rate;
, the current national construction of the critically ill field is also promoting the rapid development of the POCT field.
Such as the current national focus on the construction of chest pain centers, in January 2018, the National Health and Health Commission issued the "Further Improvement of Medical Services Action Plan (2018-2020)", requiring all regions to chest pain centers, stroke centers and other five treatment centers on the basis of the construction of medical treatment for patients to provide green channels and integrated comprehensive treatment services.
It is understood that acute coronary artery syndrome is the leading cause of fatal chest pain, including acute myocardial infarction (AMI) and unstable angina (UA), while myocardiomyotenin (cTn) is an important clinical indicator for the diagnosis of AMI and dangerous stratification of cardiovascular disease.
according to the Guidelines for the Construction and Management of Chest Pain Centers (Trial) issued by the National Health and Health Commission, the emergency department of chest pain centers must be able to carry out rapid testing at 24-hour cTn bedside.
addition, the China Chest Pain Center Certification Score Rules (5th Edition) also require emergency departments to quickly test cTn equipment next to the bed to ensure that 20 minutes after blood draw to obtain test results.
。