How long can Merhado be monopolized?

Source: Siqi Club/Cantaloupe

Recently, Merhadon announced that with the approval of the National Drug Administration of China, the applicable population of the Nine-Valental HPV vaccine has expanded to women 9-45 years old. Earlier, the applicable age of the Merida East Nine-valent HPV vaccine was 16-26 years old.

Earlier, due to the different types of HPV viruses covered by prevention, and the approved vaccination age was different, each HPV vaccine formed a certain misalignment competition. The HPV vaccine market pattern may be reshaped at the HPV vaccine market.

In a monopoly

In April 2018, the State Drug Administration approved the listing of the Merck nine -valent HPV vaccine. So far, my country has born the first approved nine -valent HPV vaccine. After being approved, the HPV vaccine business contributed $ 660 million in income to Merck in the first quarter of that year. This number is more than $ 73 million higher than the forecast of Wall Street analysts.

It is worth mentioning that Merck's quadrangular HPV vaccine is also the first approved quadrangant HPV vaccine in China, suitable for women 9-45 years old. With the differentiated advantages of quadruples and nine -valent HPV vaccines, Meridon occupies most of the market share in the domestic HPV vaccine market, especially in the four -price and nine -valent HPV vaccine sector.

In the first half of 2022, Mer Sha's east -four -valent and nine -valent vaccine represented by the Institute of Zhifei Biological Institute was 48.767 million and 9.2987 million, respectively.

Earlier, Guoxin Securities released a research report that about 360 million people 9-45 years old age-appropriate women have been introduced in China in 2017, and the total number of issues and issues have been approved by about 65 million, and the contract is 20 million. 5.5%, still at a low position.

This means that behind the expansion of the HPV nine -valent vaccine, the "one shot" situation of the nine -valent vaccine needs to find another way to relieve it.

Market structure may change

At present, in addition to the Merida East Four Valentine vaccine "Jiada Xiu" and the nine -valent vaccine "Jiada Xiu 9", the HPV vaccine, which has been approved by my country, also includes imported GrandoSmithgs' second -price vaccine "Herrai". And the binary vaccine of domestic Wantai creatures "Xin Kening" and the binary vaccine of Watson creature "Wozawa".

HPV vaccine competition is mainly concentrated in two aspects, one is the age of vaccination, and the other is the price type (that is, the HPV vaccine can prevent covered HPV virus subtypes).

At the age of vaccination, the Gramoscosg second-valent HPV vaccine, Merosa East nine-valent HPV vaccine, and Wantai biological bi-valent HPV vaccine are suitable for women 9-45 years old. It is worth noting that the upper limit of the clinical trial age group registered by 4 companies is 45 years old, and companies are working hard to expand the age layer of vaccine coverage.

In terms of price type, the "price" of HPV vaccine represents the types of virus coverage covered by vaccine. The higher the price, the more types of subtype types of HPV virus can be prevented. Therefore, inoculaers tend to be more inclined to the nine -valent HPV vaccine. This has also led to many R & D companies to gradually abandon binary vaccines and tend to develop nine -valent vaccines.

The nine -valent HPV vaccine of Wantai Bio and Watson Biological has entered the third phase of clinical trials. Wantai Bio said that the company's nine -valent HPV vaccine III phase III clinical trial and industrialization amplification progress has progressed smoothly. In the future, HPV vaccines will be one of the main development lines of the company. Watson Biological Nine -Valenture HPV vaccine is conducting preliminary preparations for phase III clinical research.

Market demand, policy promotion, corporate development ... various factors have promoted the rise of the HPV vaccine track. It is expected that in the next 1-2 years, more nine-valent HPV vaccines will be approved to be listed.

It is worth mentioning that, in addition to the above -mentioned two -valet, four -valent, and nine -valent vaccine, domestic companies have entered the clinical trial of fifteen -off vaccines.

In March of this year, the fifteen -valent HPV vaccine developed by Chengda Biological and Kangle Guard was approved by clinical trials. The vaccine was currently the highest -priced HPV vaccine in the world. At present, it is considered to have a broad market prospect, and it will also expand to men.

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