Competition technology and speed new crown vaccine market staged a "upgrade battle"

China Commercial Daily (Reporter Ma Jia) Recently, a reporter from China Business Daily learned in an interview that major vaccine companies are staged a "ability and speed" competition for the second -generation vaccine market for mutant strains.

New crown vaccine to be "upgraded"

On September 1, domestic vaccine companies Watson Biological announced that the "new coronary virus variable MRNA vaccine (S protein chimeric)" developed by the company and the Bluebird Bio, the company and the Bluebird Bio, has recently been approved by the State Drug Administration " Pharmaceutical Clinical Test Approval ". It is reported that the vaccine is a innovative broad -spectrum new crown MRNA vaccine with a new crown virus mutant strain, encoding a full -length S protein embedded, and has independent intellectual property rights.

People in the industry generally believe that for companies, the "update and upgrade" of the new crown vaccine will become future dividends. Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd. told China Business Daily reporters that the current market competition has intensified, but with the "upgrade" of the vaccine, the demand for the new crown vaccine market in the future still has potential.

However, in the first half of 2022, the domestic vaccine company Kangshino achieved operating income of 630 million yuan, and the net profit attributable to the mother was only 12.238 million yuan, a year -on -year decrease of 98.69%. In addition, Kangtai Biological, Tibet Pharmaceutical, Zhifei Bio and other related businesses have slowed down.

Tan Yazhen, an independent commentator of the pharmaceutical industry, believes that whether the new crown vaccine can continue to sell depends on the effectiveness and safety of the product. At present, multiple clinical data indicate that the effectiveness of the vaccine has decreased rapidly with virus variation and time. Subsequent new crown vaccines need to be updated and upgraded around virus mutation.

In addition, Suboko, the CEO of Astraikon, a multinational company, recently claimed that in the long run, Astraikon may not continue to continue the new crown vaccine business. In response, Astraon told China Business Daily that the company is committed to promoting the future development of vaccine and immunotherapy business, which is established by the company after successfully launching a new crown vaccine. In addition, the company also has a series of drugs, including influenza vaccines and long -acting antibody drugs for new coronary viruses and respiratory tract sympharomosis. With a strong next -generation treatment and technical pipeline, the company is full of expectations for the future of this business.

R & D racing competition hot

For enterprises, a "ability and speed" racing race is staged. At present, in order to cope with the new crown mutant strains with faster variation and stronger communication, many domestic vaccine companies actively carry out related research on scientific research and research, and promote the new crown vaccine products through research and exploration of various technical paths such as protein and MRNA. Upgrade.

Deng Zhidong said that for enterprises, the development trend of the new crown vaccine market is to expand indications and work hard on research and development. The continuous mutation of the new coronary virus, the expansion capabilities and speed of related indications have become the core competitiveness of the enterprise. The relevant person in charge of the above -mentioned domestic pharmaceutical companies said that at present, the technical path developed by the new crown vaccine is currently available, reorganized protein, and MRNA vaccines to the world. MRNA vaccine was approved.

In fact, enterprises are constantly pursuing technological innovation in the new crown vaccine business, and the vaccine "upgrade war" is starting. At the site of the China International Services Trade Fair in 2022, the relevant person in charge of the Chinese Pharmaceutical Group China Biological Group told reporters that Sinopharm Group is currently developing 4 Omikonzo new crown vaccines, including 2 Omiko Rongzhu live vaccines, 1 Two of the reorganized protein vaccines and 1 MRNA vaccine, two of which have lively vaccines and reorganized protein vaccines in different countries and regions. Kexing also told the China Business Daily reporter that the Vero cells (Vero cells) developed by Kexing developed in April this year have obtained clinical approval issued by the Hong Kong Special Administrative Regulatory Administration of China and the National Drug Administration of China. Clinical studies were launched in Hong Kong and Jiangsu Province.

Kangshino said that from simple or active or poisonous seedlings to genetic engineering reorganization products, higher levels of medium, less material residues caused by toxic and side effects, and higher levels of agents, etc. The competitiveness of vaccines is continuously improved, and it is expected to reduce the technical gap between domestic vaccines and international vaccines.

When will the performance turn over?

At present, there are still many domestic vaccine companies who are holding products to "queue up and wait for listing." The relevant person in charge of a domestic innovative pharmaceutical company told reporters that with the emergence of virus mutations, the clinical trial data of the company's previous clinical trials cannot meet the requirements of listing, and it takes time to do new clinical trials. New mutant strains may cause clinical trial data damage. Generally, a vaccine takes eight to ten years from R & D to listing. In a short period of time, the cost of research and development investment in enterprises may continue to be greater than market returns.

Many people in the industry believe that the new crown vaccine market has entered the stage of "accelerating" that requires enterprises. Enterprises may also need to update the idea of ​​"replacement of price".相关数据显示，国内新冠疫苗基础免疫覆盖率已接近九成，根据国务院联防联控机制数据，截至目前，31个省（区、市）及新疆生产建设兵团累计报告新冠疫苗第一剂次接种覆盖The rate is 92.1%, the whole vaccination rate is 89.7%, and the immunization rate is 71.7%.

"In the future, the sales volume mainly depends on the performance of strengthening needles and innovative products." The relevant person in charge of the above domestic innovative pharmaceutical companies said that companies with new crown vaccine products will undoubtedly continue to maintain their advantages. Later companies can only be differentiated by product differentiation.Holidays, such as research and development for the elderly and children, such as focusing on technical updates, doing inhaled vaccines, and so on.Of course, this also means higher costs for companies.The current competition in the vaccine market is no longer a simple production competition for "running with the virus", and more companies need to continuously improve the ability of vaccine research and development and technological progress.The current challenges of vaccine sales facing enterprises can also be regarded as an opportunity to promote enterprise updating vaccine technology.In addition, Deng Zhidong believes that "enterprises that have not yet realized the commercialization of vaccines must be prepared for both hands. First, actively financing, accumulating capital, and preventing funds from breaking; the other is to accelerate technological upgrades, expand indications, and respond to future market uncertainty."

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