Nov. 30 News cervical cancer vaccine hundreds of billions of market battle has started.
On the afternoon of November 28, China ZhiFei Bio (300122, SZ) and American Year Health (002044, SZ) also announced in a bulletin that they signed the "Strategic Cooperation Agreement" in Shanghai on the same day and agreed to deepen mutual strategic partnership with each other to build Life science and big health platform.
According to the contents of the agreement disclosed, Chih-Fei Bio will rely on independent research and development or agency of vaccine products, Mellon Health offers its own advantage in the medical business section, jointly set up adult vaccination clinics, and promote the access to the Wei Jian Wei vaccination issued by the work qualification .
It is understood that in early November Chi Mei Biotic agency Mercury East quadruple HPV (human papillomavirus, cervical cancer culprit) vaccine officially listed in the domestic and the United States healthy cooperation has also been the market as a promotion of the vaccine sales It is noteworthy that the bivalent HPV vaccine of GSK has also been marketed domestically.
medicine Business together to add another case
Competition among pharmaceutical companies is more and more go from alone to cooperation.
At noon on November 28, Wisdom Biology and Midea Health also announced that both parties have signed a strategic cooperation partnership to build a life science and large health platform in line with the development direction of the national health industry and jointly promote the healthy development, production and sales of health products Industrial chain in one of the high-tech enterprises in the direction of development.
Public information, Zhifei biological main business for vaccines, biological products research and development, production and sales, product business, including independent product business and proxy Its products and markets are mainly for the second-category vaccine market and the United States of America Health is honored as "the first unit of China's medical examination." According to its 2016 annual report, as of the end of the year, it was sold in more than 30 provinces (municipalities and autonomous regions) More than 100 core cities have nearly 300 medical and physical examination centers, serving nearly 15 million customers each year.
"Daily Economic News" reporter noted that the agreement signed by both sides also related to their respective main industry.Administration shows that the fly fly biological research and development or agency will rely on self-vaccine products, and the health of the existing business section of the physical examination Business resources and brand effect, big data analysis of physical examination report and the advantages of traffic entrance. It is proposed to jointly set up an adult vaccination clinic (special vaccination clinic) and jointly promote the relevant work of obtaining the vaccination qualification issued by the State Health Planning Commission.
According to the Regulation on the Circulation and Vaccination of Vaccines, in order to obtain the qualification for vaccination, the conditions that must be met by the vaccination unit include: practicing licenses for medical institutions and specialized training in vaccination organized by the competent department of health at the county level people's government Qualified practitioners, etc., with the vaccine storage, transport management practices of refrigerated facilities, equipment and refrigeration storage system.
'At present, our country has the vaccination qualification of medical institutions for the community hospital And general hospitals, private medical examination center few layout of this market, the two sides to obtain the license is not a problem in the hardware, after all, one is the approved medical institutions, the other is the vaccine production and sales enterprise 'Said Shi Sichen, founder of Maxconi.
Competition for cervical cancer vaccine market
In fact, Wisdom Biology and Midea Health are not the first cases in which pharmaceutical companies and medical service companies cooperate.
As early as August 15 this year, GSK's joint venture with Alibaba Health - Rui Zhi - Adult Vaccine Service Project was launched. The project launched an innovative disease prevention service for adults and declared that By the end of this year, the project will cover 1,500 community health service centers in hundreds of cities including Beijing, Shanghai, Guangzhou and Wuhan.
And GSK, or in the cervical cancer vaccine market and Zhifei biological competitors, in July this year, GSK announced that its approved cervical cancer vaccine Xirui appropriate (bivalent HPV vaccine) has been officially listed; in 11 On the evening of the 9th, Chi-Fei Bio notices that it has received national food drug The quadrivalent HPV vaccine issued by the State Administration of Quality Supervision, Inspection and Quarantine issued a Certificate of Approval for Biological Products, and has been marketed in various provinces.
More coincidentally, the cervical cancer vaccine operated by both parties has reached a cooperation agreement with relevant medical service enterprises after being approved for listing.
'Vaccination also belongs to the field of disease prevention and has commonality with the medical institutions.' Shi Shichen said that the above two actions and the cervical cancer vaccine market over the billions of scales have a certain relationship.
According to GSK disclosure information, Sai Shui appropriate age range of 9 to 25 years old, assuming that all women in this age are vaccinated against the vaccine, the market size of up to 211.338 billion yuan; the same time, the Chi-fei biological agent of the tetravalent vaccination The target population is 20 to 45-year-old women, both of which overlap in the age group of 20 to 25 years old, both of which are inevitable in sales.
However, a vaccine company disclosed that 'Merck's quadrivalent HPV vaccine has more than 2 billion U.S. dollars in sales globally in 2016, while Syriat Worldwide has a multi-billion-dollar sales worldwide, and the competition between the two sides is not particularly large.'
