Local IVD | Quiz, Antu, Aide, Capp four companies potential competition

Medical News, June 4th In IVD's newly-listed company, we have compared 4 eggs, Antu Biology, Aide Bio, and Cape Bio, who is the most competitive.

Egg-based organisms are the main suppliers in the field of in vitro diagnostics, especially in the field of POCT, and products cover cardiovascular disease Diagnosis, inflammatory disease diagnosis, diagnosis of kidney disease, blood glucose detection and other major diseases.

Antu Biology specializes in R&D, production, sales and service of in vitro diagnostic reagents and instruments. The products cover the fields of immunology, biochemistry, microbiology, etc. It can provide comprehensive solutions for medical laboratories.

Aide Bio Focuses on the R&D, production and sales of tumor precise medical molecular diagnostic products and provides related testing services.

Kaipu Biological is a leading provider of nucleic acid molecular diagnostic products, focusing on the research, development, production and sales of in vitro diagnostic products such as molecular diagnostic reagents, molecular diagnostic kits, and related services.

The actual controlling entity of Egg Egg is Suen Ben, with 39.50% direct shareholding and 3.29% indirect ownership through Nanjing Aiji Information.

The actual control of Antuo was Miao Yongjun, and the largest shareholder was Zhengzhou Antu Industrial Co., Ltd., which had a shareholding ratio of 67.49%.

Aide Biological Actual Controller LI-MOUZHENG (Zheng Limou), forward-looking investment holds 23.58% equity of Aide Bio, a controlling shareholder of the company. Zheng Limou is the founder of the company and indirectly controls the company through forward investment.

The actual control of Cap Biological was controlled by Qiao Zhong, Wang Jianyu, Guan Zhisheng and Guan Hui, who together controlled 32.42% of the company's shares and the controlling shareholder was Hong Kong Science and Technology. Entrepreneurship Shareholding company, holding 48% of the company's shares.

In terms of operating income, Antu was the sum of the other three, and the growth rate was still the highest, reaching 42.84%, which was 10% higher than the second. From the perspective of net profit, Antu Biology is also the sum of the other two, 2.3 times that of the second.

In 2017, the proportion of reagents and instruments in the base egg biotechnology revenue was 91.54% and 7.78%, respectively, and its central cerebrovascular and inflammatory reagents accounted for 72% and 24%. The company's comprehensive gross profit rate was 82.13%. Among them, the reagent gross profit margin was 87.15% higher; the instrument gross margin was 34.19%. Among the reagents, the company's cardio-cerebral vascular category had a high gross margin, which was estimated to be maintained at about 93%; Inflammation class had higher gross sales rate with sales volume. Increased.

Among Aide Bio's 2017 revenues, test reagent revenue was 312 million yuan, an increase of 38.41% year-on-year.

In 2017, Kaipu Bio's operating revenue, core product HPV test kit revenue of 390 million yuan, an increase of 17.45%, accounting for revenue revenue share of 81.47%, gross margin of 88.51%.

In 2017, based on egg production, it invested 54 million yuan, accounting for 11.06% of revenue. Five major technical platforms have been established for colloidal gold immunochromatography, fluorescence immunochromatography, biochemical latex reagents, and chemiluminescent and diagnostic reagent raw materials. .

In 2017, the market-oriented products include the MAGICL6800 automatic chemiluminescence analyzer and its supporting reagents (including 5 items of Jiagong, 7 items of hormones, etc.), and the CM-800 automatic biochemical analyzer and series of products will be introduced on the market. Reagents.

In 2017, the company added 5 new invention patents, 4 utility model patents and 8 computer software copyrights. Completed 64 project registrations and 29 submitted to regulatory authorities for approval.

The research and development input of Antu Biologicals for 2015-2017 were RMB 65 million, RMB 100 million and RMB 148 million respectively, accounting for 9.00%, 10.60% and 10.4% respectively of the operating revenue of the current period. The investment in research and development will continue to increase in 2018. In addition to the constant investment in the original immunity, assembly line, mass spectrometry, etc., molecular diagnostics will also increase investment.

Aide Biology has 19 gene-specific or multi-gene joint detection reagents that have received the CFDA registration certificate for this year's tumor precision medicine EGFR, KRAS, BRAF, EML4-ALK, PIK3CA, ROS1, NRAS, Her-2 and other genetic sites. At the beginning, the Super-ARMS gene mutation detection kit was approved as the first liquid biopsy product in China, with a sensitivity of 0.2%.

For inspection services, Aide currently has seven major companies: ADx-ARMS, Super-ARMS, Next Generation Sequencing (NGS), Digital PCR (ddPCR), Fluorescence In Situ Hybridization (FISH), Generation Sequencing, and Immunohistochemistry (IHC). Detection technology platform.

Kep Bio has developed a series of products covering both infectious disease detection and genetic disease detection. Among them, HPV detection products occupy the leading position in the field of cervical cancer clinical detection and screening.

Ji Egg Bio, through 2017, established wholly-owned and controlled subsidiaries in Beijing, Sichuan, Zhengzhou, Hubei, Nanjing, etc., to further enhance the breadth and depth of customers; to participate in domestic and international conferences such as POCT annual meeting, CMEF, Great Wall International heart Disease Society and other meetings, market awareness and recognition further improved.

As the domestic in-vitro diagnostics, especially the major suppliers in the field of POCT, POCT as a golden subdivision in in-vitro diagnostics has a large market space with iterative consumption upgrading and grading diagnosis and treatment as well as precision medical needs.

Antu Biology, since July 2017, has successively announced the establishment of Hebei Antu Jiuhe, Hangzhou Antu Jiuhe, Heilongjiang Antu Jiuhe, Liaoning Jiuhe Changtong, Luoyang Antu Jiuhe Holding Subsidiaries, established a joint venture through investment. The company, in Hebei, Heilongjiang and other places, actively promoted the packaging model and established a regional inspection center, which is beneficial to the company's other product lines and has a better synergy effect.

It is expected that the company’s magnetic particle chemiluminescence reagents will continue to maintain rapid growth in the next 2-3 years, and give full play to its technical advantages in the field of infectious disease detection and tumor detection, and gradually expand its scope in the top three hospital The market share is expected to achieve import substitution. It is expected that its biochemical product line will also grow at a high rate, and the listing of microbiological mass spectrometry systems is expected to break the foreign monopoly.

Chemiluminescence is a fast growing area in the IVD industry. Antu Biologicals, as the leader in domestic chemical lighting, has a leading technology, an increasingly rich product line layout, accelerated channel distribution, and a gradual expansion of market share. It is expected to realize import substitution for international products in the future.

Aide Bio, actively conducts marketing network construction, participates in academic promotion, strengthens brand building, and improves operational efficiency. All of them are equipped with professional sales staff in the pathology department of the core hospital. The newly approved Super-ARMS gene mutation detection kit can increase EGFR. The number of detections and penetrations in patients with NSCLC screening for patients who are eligible for one to three generations of EGFR-targeted drug therapy will have potential for more than five times the potential of the industry in the future. Sales are expected to continue to increase in volume and the product has a competitive advantage.

Aide Bio Focuses on the Tumor Accurate Medical Molecular Diagnostics Market, and has the first batch of oncology precision diagnostic product lines that have obtained the most complete CFDA and EU CE certification in China. With the huge market demand arising from the clinical promotion of cancer-targeted drugs, the company's future growth can be extended. .

Cape Life, has invested in the establishment of Guangdong Kaipu Medical health Management Co., Ltd. integrates upstream and downstream medical and health management resources and builds a medical and health management service platform. It is expected to become a leading integrated operator in the field of nucleic acid molecular medicine diagnosis.

The incidence of cervical cancer in our country has been increasing year by year and is becoming younger. Consumers' personal health attention has been increasing year by year. With the sinking of channels and the improvement of the penetration rate of HPV screening, the growth potential of the Cape HPV typing reagents is relatively large.