How high is the market ceiling?

How high is the market ceiling?

Source: arterial network/Wang Shiwei

In 2022, Zenghong's extremely pathogenic macroscopic group sequencing (MNGS) encountered unprecedented challenges.

The emergence of Targeted NGS (TNGS) has made the sequencing market competition pattern of pathogenization in the pathogenization of the pathogenization of red sea, which becomes more confusing.

On the one hand, the pathogenic sequencing cost is lower, the operation is easier, and the time is shorter. As soon as it appears, it is favored by clinicians and patients. The goal that failed to achieve.

On the other hand, unlike the relatively simple technology flow at the beginning of the commercialization of the pathogencerine, the participating components of the pathogen target sequencing market are obviously more complicated. Not only include a large -scale and high -channel capabilities, such as Jinyu Medicine, Di'an Diagnosis, Huagin Health, etc., as well as the leaders in the macroex group competition, such as Golden Spoon Medicine, Jieyi Biological, etc. , Even include testing service companies mainly tumor gene testing, such as Gaina. This technical application with lower thresholds and stronger certainty is undoubtedly promoting profound changes in the pathogenic diagnosis market.

So, how large is the market capacity of pathogenic sequencing? What opportunities will it bring to the participating or preparing to enter the bureau? We try to answer.

Fast fission from 0 to hundreds of thousands

The commercialization of pathogenic sequencing is very short, but the potential energy is very strong.

"In April 2021, our" pathogenic sequencing "products began to be tried in clinical clinical, and it was relatively early in similar products." Li Pei, the director of the Jinyu Medical Infection Disease Line and the director of the group infection, told the arterial network. According to her, after more than half a year of clinical promotion, clinicians have gradually realized the technical advantages of this product, and this innovative attempt is unexpectedly clinically recognized.

In a sense, the rapid popularization of pathogenic sequencing products is the light of the pathogenic macroscomotherapy group (MNGS) product. Clinically, most doctors do not have sufficient ability to judge for the determination of the original disease, so the sequencing product of the pathogen macroscopic group is a fire when it is listed. In the past few years, the capital pouted crazy, and the star companies in the sequencing sequencing of the pathogens such as Weiyuan Gene, Golden Spoon Medicine, Jieyi Bio and other pathogens. A market awareness of precision diagnosis of pathogens with patients has established hundreds of thousands of patients to determine the pathogen they infected through the sequence of pathogenic groups in the macroex group of the pathogen.

However, the detection of pathogenic microorganisms is not without shortcomings, and the detection sensitivity is one of them. In the sequencing sequence of the macroex group, the host information accounts for more than 90%of the amount of sequencing data, and the signal of the pathogenic microorganisms is relatively weak, and there may be limitations such as the host's gene interference and classification difficulties. Therefore, the requirements for detection sensitivity are high. In this regard, each company also actively optimizes technology in improving microbial signals, which gives targeted sequencing technology a place.

The pathogenic sequencing technology is combined with two technologies of multiple PCR amplification and high -throughput sequencing, and dozens to hundreds of known pathogenic microorganisms and their toxic and resistance genes are treated. In the process of commercialization, the pathogen target sequencing focuses on clinically common infectious diseases. Through designing specific primers, the ultra -multiple PCR warehouse system is used to target the target sequence to target the enrichment. Synchronous detection of production. Because only sequencing pathogenic microorganic nucleic acid during sequencing, this can greatly increase the detection sensitivity of pathogenic microorganisms.

Pathogen target sequencing comparison with the pathogencerine sequencing

This new detection product strives to "see what is obtained, and detection is infection." From sampling to reports can be detected within 12 hours, it is a more clinical clinic that has a stronger and more manifestation and operability. Diagnostic products. Taking the core pathogenic sequencing product "upper sensation 50 and breathing 100" as an example, they are used as an example. They can be done By the more sensitivity than the sequencing products of the pathogenic group, and can also take into account DNA and RNA viruses at the same time, it can also provide richer information in the pathogen subtype and subcate appraisal.

"For doctors who do not understand the infection, the pathogenic sequencing sequencing is equivalent to giving most of the answers. The knowledge reserves and capabilities that need to be used in the future will be much less, less difficult, and the threshold is lower." Li Pei pointed out, " At present, we have gained market leading position on this segment track. "

Another advantage of the pathogenic sequencing is low cost. Compared with the current familiar MNGS products, the cost of pathogenic sequencing is only 1/4-1/3, which is more value for health economics. First of all, in the selection of gene sequencers, the pathogen target sequencing can be applied to a relatively simpler and lower pricing gene sequencer. The amount of nucleic acid data of the pathogen -targeted sequencing is 1/100 of the pathogenic infinee sequencing, so the amount of sequencing data is smaller. For example, Jinyu Medicine uses a low -throughput gene sequencer to complete the pathogenic sequencing, and the pathogenic macroeactic sequencing test often requires a large gene sequencer with higher flux volume to complete. The second is that the reagents configured when the sequencer runtime is relatively simple, and the corresponding cost is lower. Finally, at the level of sequencing operation, the pathogen target sequencing does not have high requirements for the professional level of the user. The overall degree of automation is higher, which will reduce the labor cost to a certain extent. The arterial network learned that at present, Jinyu Medicine can complete nearly 20,000 sample detection per month. In Li Pei's view, according to the development potential energy of the pathogenic sequencing, the pathogen target sequencing samples received each year in the future will exceed 500,000.

In fact, in addition to Jinyu Medicine, a large wave of pathogenic sequencing companies are coming. The analysis of the arterial network found that these pathogen target sequencing products are similar in terms of technical paths and the number of pathogen body coverage. They are designed to cover the commonly clinically DNA pathogen, RNA pathogen, and drug -resistant genes. There are differences in the other aspects.

At present, the main pathogen target sequencing products on the market

For example, in October 2021, Yina launched a broad -spectrum respiratory pathogenic genetic detection kit that adopts targeted sequencing technology in the United States, which can cover 282 DNA and RNA pathogens at one time, including part of some drug resistance. Related genes. The basic version of Huayin Health's basic version and upgraded vector target sequencing products also cover about 200 DNA and RNA pathogens, and nearly a hundred types of drug -resistant genes with clear guidance in the treatment of infection. The pathogen is priced at the level of 1,000 yuan.

The pathogenic sequencing products launched by Gaina are also used in the first screening of patients with infected infection. The difference is that Jiina's products are mainly tested for low abundance pathogens, drug -resistant genes, and toxic power genes. The form of development cooperates with hospitals. The Dano-SEQ pathogenic microbial multi-targeted detection launched by Dian Diagnosis is characterized by the real-time sequencing analysis of the three generations of nano-hole sequencing technology, and combined with traditional microbial testing technology to form an integrated integrated report of "sequencing+coating".

Obviously, for the pathogenic sequencing enterprise, although the commercialization of this technology is short, it is not easy to gain the advantageous position to obtain and long -term competition.

Replacement or complementarity?

"Once the hospital has a pathogenic sequencing, there are basically only a few of the pathogen macroscopic group." Some practitioners described the influence of pathogenic sequencing products in this way. This makes people doubt that the leaps and bounds of pathogenic sequencing is the market for the sequencing of the pathogenic group of the pathogen.

But in fact, instead of the pathogenic sequencing, the application space of the clinical pathogeniacerine group is replaced, it is better to say that the two complement each other and jointly improve the efficiency of the pathogen diagnosis in the hospital.

Clinically, the diagnosis of traditional microbial training methods and experience is still the mainstream. As we all know, pathogenic infections are often easy to clinical diagnosis and treatment, but pathogenic diagnosis is difficult. For example, according to the manifestations of patients, clinically diagnosed with pneumonia, urinary tract infections, cholecystitis, meningitis, and endometritis, but The pathogen that determines the pathogens in a large number of pathogens such as carobacterium, copper green fake monolithium, and mycoplasma, but the difficulty is very difficult.

This is because the traditional pathogenic diagnostic means are not efficient. Bacterial culture takes a long time, and clinically, it is not necessary to wait for the pathogenic microorganisms before taking the medicine. In addition, the positive rate of microorganisms is relatively low, resulting in many pathogenic infections that cannot obtain microorganisms. For example, the cultivation of a community to obtain the cultivation of pneumonia's pathogenic microorganisms is difficult to succeed.

As a result, empirical diagnosis is still widely used in antibacterial treatment. This pathogenic diagnosis and treatment method often combines different infection sites, common pathogenic bacteria and their corresponding antibacterial drugs to formulate treatment plans. For example, common pathogenic microorganisms in urinary tract infections are E. coli and Staphylococcus aureus. According to the practice of experiential diagnosis and treatment, cephalosporins and ninosone are recommended. In this way, the precision level of antibiotics in clinical application is relatively low.

The emergence of pathogenic sequencing improved this situation to a point. However, as the cost and accuracy mentioned in the previous section are high, the clinical application of pathogenic albumin sequencing is still limited to a smaller range, leaving a coordinated space for the pathogenic sequencing.

This synergy is reflected in the order of time. In the process of clinical promotion, manufacturers often recommend the timing of the pathogenopausal procedure application. The reason behind this is that the pathogen target sequencing covers DNA and RNA viruses together to lock the pathogen in the early stages of infection, so that treatment is more targeted. For example, the TNGS detection technology deployed by Gaina, aimed at specific target pathogen target detection, reduced human background noise, and enriched the enrichment multiples of dozens to hundreds of times to enhance sensitivity and achieve thick wall bacteria, intracellular bacteria and RNA Effective detection of viruses and drug -resistant markers. In most cases, the pathogen infected by patients can be determined through the pathogenic sequencing sequencing. Judging from the current data, there are only about 200 kinds of pathogens in common clinical. Faced with suspected infected patients, first detection of targeted sequencing technology is used to provide common pathogenic microorganisms and related drug -resistant information to the clinic. If the pathogen infected by the patient is not within the range of the target sequencing kit used, it may belong to the relatively rare, even the newer pathogen. At this stage, the macroscopic group sequencing is activated to carry out the seas of the pathogens of the sea.

On the other hand, it is also reflected in the choice of application scenarios. Judging from the current centralized application scenarios, the pathogenic sequencing sequencing is mostly used in the field of breathing, focusing on virus infections, and the pathogenic macroex sequencing test is mostly used in the field of severe infection, such as nervous system infection, blood flow infection, etc., comprehensive coverage of coverage, etc. Bacteria, fungi and viruses such as diverse pathogens.

In this sense, the clinical application goals of pathogen targeting sequencing and pathogenic sequences are actually different. The former aims to promote the initial optimized antibiotic therapy as soon as possible, reduce wide coverage and long treatment, make the treatment more targeted, and the medical expenses are lower, while the latter can be used as the ultimate analysis scheme of difficult infection diseases.

In the future, with the continued decline in NGS sequencing costs and further improvement of operating convenience, in the field of microbial NGS sequencing in the future, the two technologies of the macros and targeted sequencing will be added together to complement each other. It is expected that the two will be combined in the way of product portfolio. Serving clinical development will become a development trend.

Application scenarios need to be broken

A fact that cannot be ignored is that if it is limited to the current application scenario, the market ceiling of the pathogenic sequencing sequencing is not high. Based on the computing of 1 million pathogenic sequencing sequencing each year, a single charging is 1,000 yuan. The overall scale of this market is only 1 billion yuan, which is obviously not enough to split the pathogenic sequencing enterprise.

For the pathogenic sequencing, the larger market opportunity is to break through the boundary of the existing application scenarios.

The first is the type of pathogen. At this stage, the pathogen target sequencing mainly faces patients with respiratory tract infection, which covers more than 95%of clinical infection scenes, while respiratory infections are mainly virus infections. But in fact, pathogens that cause hospitals in infection include bacteria, viruses, fungi, etc. Among them, the most common is bacterial infection. Super 90 % of the hospital infection is caused by bacteria. It is mainly based on Gram -negative bacteria. Actoba. In other words, the existing pathogenic sequencing products only cover the corner of the iceberg of the infected disease primary infection, and there is a larger application space to be explored.

For example, the pathogenic sequencing products are used to accurately diagnose the pathogenic diagnosis of blood flow infection in advance. When suspected blood flow infection, targeted antibiotic treatment schemes can be initiated as soon as possible according to the test results. "A series of products based on pathogenic sequencing can meet the needs of most of the original diagnosis of infectious diseases including pediatrics, respiratory, infection, ICU, and tuberculosis." In the life, as the product series continues to be enriched, the application scenarios of pathogenic sequencing will be further enriched.

Followed by the application scenario. At this stage, although the start time is earlier, the pathogenic sequencing sequencing is still mainly limited to infected patients in hospital. In terms of outpatient clinics, due to the relatively long reporting time, the price is still relatively high, and the penetration rate of the pathogen target sequencing is still very low. With the continuous maturity of technology and product design, the pathogenic sequencing market of patients infected with infection in infection in the hospital and out -of -hospital infection is obviously a larger blue ocean.

Overall, the emergence and commercialization of pathogenic sequencing technology provides more efficient tools for the original diagnosis of infectious diseases with low efficiency. We look forward to the continuous iteration of this tool, thereby Land.

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