Zhifei bio-autonomous vaccine products increased by 300%, Kantai biological issuance decreased by 75.88 percent, Kanghua bio-rabies vaccine within 3 years difficult to have "rival"

Guide: 2020H1 listed enterprises vaccine issuance, which varieties rose strongly! Through vaccination, small flowers have been eliminated, infectious diseases such as polio, hepatitis B and measles have been effectively controlled, and there are currently about 70 types of preventive vaccines available worldwide to prevent about 37 infectious diseases.
but with the development of human society, new infectious diseases have emerged from time to time, such as Ebola virus disease, SARS, influenza A (N1H1) and so on, this year there is a "new crown pneumonia" brought panic.
long way to go to prevent and effectively control vaccines in advance, and vaccines as an effective intervention have become a key industry for countries to support development.
data show that the global vaccine market will be $36 billion in 2018, up 6.8 percent from 2017, and is expected to reach $52.3 billion in 2024, with a compound annualized growth rate of 6.4 percent from 2018 to 2024.
vaccine industry is growing rapidly, the market space is still broad.
2020 Report on the Work of the Government has made "strengthening the public health system, reforming the disease prevention and control system, and strengthening the research and development of drugs, vaccines and testing reagents" a priority in the field of health and wellness.
And, with the landing of the relevant state support policies and measures for the industry, more resources will be directed to independent innovation research and development capabilities, business management norms, excellent product quality of high-quality vaccine enterprises, the vaccine industry may usher in another round of golden development period.
the first half of 2020 vaccine issuance 2020H1 central inspection hospital issued a total of 280 million vaccines, an increase of 22.15 percent year-on-year.
first-class vaccines (National Immunization Programme) issued 176 million units, up 34.84 percent year-on-year, and class II vaccines (at their own expense) issued 104 million vaccines, up 5.29 percent year-on-year, and the proportion of first-class vaccines increased by 5 .93 percentage points; 261 million domestic vaccines were issued, up 22.16% YoY; and 19.3064 million vaccines were issued for imports, up 22.09% YoY.
in terms of the number of issues issued, both overall and single-species, compared to 2019 have significantly improved, individual vaccine varieties increased significantly, hepatitis B vaccine and EV71 vaccine face a year-on-year trend.
key vaccine enterprises issued a total of 12.3692 million vaccines, up 17.38% YoY, of which the independent products ACYW135 flow brain polysaccharine, AC flow brain polysaccharine binding, Hib vaccine issued a cumulative batch of 1.7943 million, 1.467 million, 1.1138 million, respectively, up 291.8 million 72%, 21.95%, 291.86%, agent products four-price HPV, five-price rotyvirus, nine-price HPV vaccine issued in batches of 3.6644 million, 2.1699 million, 2.1598 million, respectively, year-on-year growth of 29.80%, 24.66%, 83.13%.
Analysis of the above data, we can see that since 2017, the overall number of zhifei biological issuance trend is undoubtedly, but its growth rate is gradually decreasing, the current overall number of issues is still mainly Mercado agent products, independent products although the market feedback is excellent, variety share is also in the forefront, ACYW135 flow of polysaccharine vaccine, AC-combined vaccine, Hib vaccine market share of 48.23%, 45.39%, 23.8%, respectively.
although the proportion of autonomous and agency products decreased in the first half of 2020 compared to 2019, the biggest reason was that the number of AC-Hib joint vaccines issued in the first half of the year was "0", compared with 2.98 million last year. Issuance volume, the proportion of decline of 100%, excluding interference factors relatively lower the independent, agent comparison value, Zhifei ACYW135 flow of polysaccharies and Hib vaccine issued by 291.72 percent and 291.86 percent, respectively.
side reflects its emphasis on its agent start-up, independent research and development to expand the operation of the strategy has been fully confirmed.
The cumulative number of vaccines issued by Kantai Bio in the first half of 2020 was 6,026.9 million, down 75.88 percent year-on-year, of which 3,121.9 million and 167.6 million vaccines were issued each, including Baibai-Hib, 23-price pneumonia and Hib vaccine. 30,000 units, 1.2288 million units, Baibai-Hib, Hib vaccine increased by 245.09 percent, 15.64 percent year-on-year, affected by the relocation of GMP recertification, hepatitis B vaccine stopped issuing in the second quarter of last year, 2020H1 no approval issued.
From the figure above, I learned that in the first half of 2020 Kantai biological overall issuance decreased significantly, the main reason is perhaps the "hepatitis B vaccine" issued by the volume of independent research and development of cellless white-cracked b influenzae haemophilus vaccine, is the first four-way vaccine, is the country's "863 special" major scientific and technological achievements.
addition to the five vaccine products currently on the market, Kantai Bio's numerous research and development layouts are key to attracting investment.
heavy-weight products adsorption cell-free white-break joint vaccine has been approved for drug registration, in preclinical research, clinical research or application for drug registration approval of more than 30 research projects, including 13-price pneumococcal combination vaccine, freeze-dried human rabies vaccine (human secondary cells), penta-combination vaccine and other highly anticipated products.
reporting period, 13-price pneumococcal combined vaccine was included in the priority review, hepatitis B vaccine completed the production site changes and obtained supplementary application approval, in the second half of the year with the industrialization of old and new products, or will greatly enrich the product range of Kantai biological, further enhance the company's competitive strength.
Watson Bio issued 22.1452 million vaccines in the first half of 2020, up 25.58 percent year-on-year, of which AC-brain polysaccharine vaccines were issued 9.459 million, up 8.98 percent year-on-year; 135.91 million units, down 24.58% YoY; 13-price pneumonia vaccines issued 1.2012 million; ACYW135 polysaccharid vaccines issued 933,000, down 31.92% YoY; and 23-price pneumonia vaccines issued 643.6 million, down 53.44% YoY.
to Watson Bio's 2019 report, the company's vaccine products accounted for the first three vaccine varieties, mainly Hib vaccine, 23-price pneumonia vaccine and ACYW135 polysaccharine vaccine, revenue accounted for 24.6%, 46.4% and 9.4%, respectively.
the market for AC-combined vaccines, AC polysaccharid vaccines and bellisic vaccines is relatively large, but the share of revenue is far from enough, with 5.9%, 8.3% and 2.9% respectively in 2019.
Of all the company's products, Hib vaccine, AC-combined vaccine due to the longer time to market, business pattern tends to stabilize, ACYW135 polysaccharose vaccine and AC polysaccharose vaccine although the growth rate declined, but the same growth stage.
most anticipated is Watson, the world's second company to be licensed for the 13-price pneumonia vaccine, which was approved for sale earlier this year.
broke Pfizer's long-standing monopoly and is expected to see a rapid increase in revenue during the year, but at the same time, competition is heating up as competitors accelerate.
research and development, the most promising products are the company's second-price HPV vaccine, is expected to be approved for production within the year, and strive to achieve a full market next year.
issued a total of 2.5589 million vaccines, an increase of 133.32 percent year-on-year.
, a total of 1.793 million rabies vaccines were issued, up 85.64 percent year-on-year, and ACYW135 polysaccharine vaccines were issued 765.8 million, up 485.34 percent year-on-year.
's heavy-weight products: human rabies vaccine demand rigid, the domestic annual volume of about 60-80 million units issued.
Kanghua "double cell rabies" good safety, low side reaction, strong immunogenicity and other characteristics, is widely recommended by the WHO, as the rabies vaccine gold standard.
the current domestic market of this kind of vaccine production enterprises only Chengdu Kanghua, in 2019 issued about 2.38 million, accounting for only 4%, 2020H1 issued 1.793 million, accounting for 5.25%, a significant increase.
, compared with the overseas human double rabies vaccine, Kanghua biological products have advantages in local adverse reactions and systemic adverse reactions.
prices are also relatively low, only about 11% of similar products overseas.
market space is expected to increase further as there is an increasing demand for new vaccines with better immunogenicity.
At the same time, the domestic competition of this vaccine is currently the best progress is only in the clinical III. phase of completion stage, it is expected that the next 2-3 years rely on workshop technology improvement and subsequent expansion with capacity, batch issuance and sales volume are expected to gradually increase.
summary, the overall batch issuance of vaccines in the first half of 2020 achieved rapid growth year-on-year, with varying degrees of growth in major varieties of vaccines;
on the one hand, it is good for the strategic layout of some companies, on the other hand, it also accelerates the progress of some enterprises to develop vaccines on their own.
the second quarter of this year, all kinds of vaccine production and sales have achieved accelerated recovery, but also confirmed that the impact of the outbreak on the industry gradually reduced, and the follow-up business climate will continue.
With the continuous increase in research and development investment, domestic innovative vaccine "autumn harvest season" has arrived, heavy products continue to market, which in turn to promote the industry market continued high-speed growth, a virtuous circle, the rapid development of innovative enterprises, the strong is strong Hengqiang.
, the global new crown epidemic continues to spread, and vaccines are one of the most effective means of ending the outbreak.
active layout of domestic enterprises, Zhifei Bio, Watson Bio, Kantai Bio, Fosun Pharma and other listed companies in the research and development progress is at the leading level.
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