Vaccines will enter the stage of collective realization of commercialization, and the pharmaceutical industry may benefit

Vaccines will enter the stage of collective realization of commercialization
 

Based on my country's huge population, as well as the further increase in residents' health awareness since 2020, and the increase in willingness to vaccinate, my country's vaccine market is huge.
Data shows that my country’s vaccine market in 2019 is 42.
5 billion yuan (6.
1 billion U.
S.
dollars), with a per capita of 4.
4 U.
S.
dollars.
Compared with the U.
S.
market size of 16 billion U.
S.
dollars and 57.
7 U.
S.
dollars per capita, the development of the domestic vaccine industry still has huge room for development .  

　　Policies also support the development of the vaccine industry to ensure the supply of vaccines.
On December 11, 2020, the State Administration of Municipal Supervision announced the "Administrative Measures for the Batch Issuance of Biological Products", which further improved the management measures for the determination of the batch issuance of biological products, the application for batch issuance, and the review and inspection.
The "Measures" were released in March 2021.
The implementation on January 1 means that the batch issuance of biological products in China has entered a more standardized stage.  

　　Based on the huge space for development, the number of vaccine companies has continued to grow in recent years.
According to data from the company's investigation, there are currently 610,000 biological products-related companies in my country.
In recent years, the annual registration volume of related companies has basically remained above 80,000, of which 102,000 were newly registered companies in 2020, a year-on-year increase of 17.
2%.
Especially in the second quarter of 2020, the number of newly registered companies increased significantly, reaching 35,000.
, The number of newly registered companies in the third and fourth quarters respectively exceeded 20,000.  

　　The industry believes that if the vaccine in 2020 is staying at the stage of hype, then 2021 means that the vaccine will enter the stage of collective realization of commercialization.

 

　　In fact, related companies are also releasing this signal when responding to the process of product commercialization.
For example, Cansino mentioned in a recent interview with the media that the company has initiated relevant work to ensure the success of commercialization.
In this regard, China National Finance Securities also released a research report that believes that 2021 will be the beginning of Cansino's commercial realization.

 

　　From Cansino’s annual report, it can also be seen that the company is preparing for product commercialization: as of the end of the reporting period, the company has established a core marketing team, which can cover more than ten core provincial markets across the country, including Jiangsu and Shandong.
, Henan, Sichuan, Guangdong and other populous provinces.
The report pointed out that “The company will expand its commercial operation team, build an efficient cold chain logistics supplier network, and promote products with professional partners in the industry as the product goes public.
At the same time, the company has signed a contract with Pfizer Investment Co.
, Ltd.
Promotion service agreement.
” In addition, the company has established wholly-owned subsidiaries in Canada and Singapore for auxiliary research on vaccines and drugs, clinical declarations, and import and export trade.  

　　Pharmaceutical industry or benefit
 

　　The commercialization of vaccines involves R&D, production, and sales.
Among them, in the production link, as vaccine companies accelerate their production expansion, the industry believes that the demand for pharmaceutical machines and original and auxiliary packages is expected to increase.

 

　　It is understood that the production of vaccines generally requires fermentation, collection/inactivation, processing, preparation, and filling.
The main nodes are configuration and filling.
Considering the safety and quality of vaccines, vaccine companies are therefore The requirements for manufacturing and filling equipment are also relatively high.

 

　　As the demand for vaccines grows, the industry expects that pharmaceutical equipment will also experience rapid growth.
At present, some domestic pharmaceutical machinery companies such as Chutian Technology and Tofflon have appeared in multiple processes such as vaccine filling and packaging quality inspection.
For example, the 2020 annual report disclosed by Chutian Technology shows that its core equipment such as washing-drying-filling-sealing linkage production line, intelligent testing equipment, and post-packaging production line guarantees production with excellent operating performance, which has played an important role in vaccine production sub-packaging, and has played an important role in vaccine production sub-packaging.
Large-scale production and productivity improvement have made important contributions; Coincidentally, Tofflon also assists vaccine production in core process equipment such as vaccine stock solution preparation, P3 isolator, and honeycomb culture system.

 

　　Conclusion
 

　　In general, with the acceleration of the commercialization of vaccines, pharmaceutical equipment is expected to usher in opportunities.
It is worth mentioning that in the field of high-end vaccine manufacturing and filling equipment, my country is still dominated by imported equipment, mainly from Germany, Switzerland, Italy, etc.
, while the domestic companies that can provide high-end vaccine manufacturing and filling equipment are few.
This also means that in the future, domestic high-end vaccine equipment still has a lot of room for import substitution.
In the use of vaccines, some analysts believe that the existing ampoules and Xining bottles may be eliminated, and the use of pre-filled needle technology may become the key to the next stage of vaccine pharmaceutical equipment.

 

　　Original title: Vaccines will enter the stage of collective realization of commercialization, and the pharmaceutical industry may benefit