Bringed shingle vaccine screen, the agency said that the market space reaches 30 billion, but the heat can not be sold although it is high

As soon as Father's Day, "It is recommended to take your parents to inoculate shingles vaccine as soon as possible", "shingles vaccine can lurk in the body for decades" and become a hot topic for major platforms.

It is reported that shingles are very common. One -third of people will suffer from shingles. Patients with pain are different from childbirth and are difficult to cure. Vaccination has become an effective means to prevent shingles. At present, the only domestic shingles vaccine Shingrix has a protective effect of more than 90%after vaccination.

According to West China Securities, the market space of shingles vaccine can reach 30 billion yuan. However, an interview with the Red Star Capital Bureau found that shingles vaccine did not popularize, and few of them were vaccinated. After the Shingrix vaccine was approved and imported, the sales were not good.

Among the domestic listed companies, Baike Biotech (688276.SH), Watson Biosaid (300142.SZ), and Wantai Biological (603392.SH) have independently developed shingles vaccines, but there are currently no results.

Bringed shingles vaccine, picture according to visual China

Bandworm vaccine quotes heated discussion

"HPV vaccine", known as the elderly

On June 20, the topic such as "it is recommended to take parents inoculation of shingles vaccine as soon as possible" and other topics to swipe the screen social network, which has attracted attention about shingling and shingles vaccine.

Data show that shingles are infectious skin diseases caused by chickenpox — zoster virus. The incidence will increase with age. The symptoms are rash distributed in the body unilaterally, so it is named shingles. Zebing can cause pain like burning, shock, and knife. Acute pain may be more than childbirth pain, spinal injury, etc., and the pain reaches the tenth level.

Sons of shingles is very common. Ali Health related data shows that 1/3 people will suffer from shingles in their lives.

At present, shingles are mainly antiviral and symptomatic treatment, and there are no special effects. There are only two shingles vaccines approved in the world:

In 2006, Zostavax's Zostavax was approved. Zostavax's protection in the 50-59-year-old population is 69.8%, the protection effect among people aged 60-69 is 65.5%, and the protection efficiency among people over 70 years old is 55.4%.

In 2017, GlaxoSmith's Shingrix was approved for listing. Shingrix's protection of people over the age of 50 is 97.2%, and the protection of people over 70 years of age is 91.3%.

The importance of shingles vaccine is that the elderly are no less than the HPV vaccine to women. As a result, it is also known as the "elderly HPV vaccine."

30 billion market space

The vaccine is "unable to sell"

In May 2019, the official website of the State Drug Administration showed that the approval of the Grandonosk's Shingrix import registration application. At this point, my country has the first vaccine to prevent shingles. Since then, the attention of shingles has continued to increase.

At that time, some people analyzed that the shingles vaccine "long drought and Ganlin" may occur in a difficult situation.

In 2021, Huaxi Securities Development Research reported that the incidence of shingles after 40-50 years old reached more than 5%. If the corresponding 5%penetration rate, domestic people over the age of 40 or more can reach 30 billion yuan.

However, this is not the case. The Red Star Capital Bureau noticed that there are very few people who currently vaccinate shingles in the hospital.

On June 21, the Red Star Capital Bureau searched in Ali Health. The community health service centers in Beijing, Shanghai, Hangzhou and other places could make an appointment with a shingles vaccine from Monday to Friday. There was no HPV vaccine. "Case. In addition, a community doctor in Chengdu also told the Red Star Capital Bureau that there are not many vaccinations, and you do n’t even need to make an appointment. You can go directly to vaccination. According to interface news reports, a hospital in Longhua District, Shenzhen has revealed that there are not many people with shingles vaccines, and more than a dozen people have about a month.

"Too expensive" and "no medical insurance" is why many people are unwilling to vaccinate shingles vaccine. Public information shows that in different regions, the reference price of shingles vaccine ranges from 1500-1800 yuan/needle. Hangzhou, Shenzhen, Chengdu and other places, the price of shingles vaccine is generally around 1620 yuan/branch.

Banded shingles vaccine, screenshot self -Alipay

In addition to price issues, the "short protection period" has also become one of the reasons why people are unwilling to vaccinate. According to the China Centers for Disease Control and Prevention, the current research shows that the vaccination of shingles is more than 4 years, and the protection effectiveness has not dropped significantly; after 8 years of vaccination, the protection effectiveness may be significantly reduced. In the later period, there may be re -vaccination. No relevant guidelines have been introduced.

Can't be sold, it has become the main problem of shingle -shaped vaccine.

According to data from the Chinese Inspection Institute, in 2020, the amount of issuance of the Grandulsk's Shingrix vaccine was 1.65 million. By 2021, according to Haitong Securities, the total amount of the Shingrix vaccine was only 590,000.

Many domestic listed companies have laid out

But the first shot "Before birth"

The research and development of domestic shingles vaccines may reduce prices and become the "hope" of patients. However, although many pharmaceutical companies in China are involved in shingles vaccine, there is no shingles vaccine.

Among them, the Bio Bioscope (688276.SH) is expected to launch the first domestic shingles vaccine.On April 6, the Bio Biological Announcement stated that it received the "Acceptance Notice" for the application of shingles from the State Drug Administration's evaluation center.In addition, according to the incomplete statistics of the Hongxing Capital Bureau, there are also domestic participation in the domestic assets including Watson Biological (300142.SZ), Shanghai Biological Products Research Institute, Qijian Bio, Zhonghui Yuantong Bio, and Sai Sheng Pharmaceutical (300485.SZ).The company's shingles of green bamboo organisms are under research.

On June 21, the relevant person in charge of Watson Biological told the Red Star Capital Bureau that the shingles vaccine was developed and developed at about the same time as the new crown pneumonia vaccine. The company's main energy is still on the pneumonia vaccine.distance.

Wantai Bioscope (603392.SH) publicly stated in December 2021 that the company's original shingles vaccine protection rate is not as good as GlaxoSmithqi, so strategically abandon the project, but the direction of shingles vaccineStill continue to pay attention.

Red Star News reporter Deng Lingyao

Edit Tao Yiyang

- END -