Women are worried that they can’t grab HPV vaccines, and Meridon is worried that she can’t grab anyone

On August 30, Merck China issued an announcement that its "one -shot" nine -valent HPV vaccine was expanded from the original 16 to 26 -year -old women to women from 9 to 45.

The first reaction of many women seeing this news is: Isn't that difficult to grab?

As we all know, the 9 -valent HPV vaccine in Merck has always been very tight in China, and the difficulty of scheduled seedlings is not low. Will the applicable group expand this time, will the anxiety of women from 16 to 26 years old be expanded to 9 to 45 years old?

In fact, Merhado and Zhifei creatures are also anxious.

The day before Merck's release of expanding the application of the applicable face, the HPV vaccine Chinese agent Zhifei Bio released a semi -annual report: revenue was 18.354 billion yuan, an increase of 39.34%year -on -year; net profit was 3.719 billion yuan, a year -on -year decrease of 32.08%.

Regardless of whether it is Merck or Zhifei creature, it undoubtedly hopes that the market share of its nine -valent HPV vaccine in China is still high.

Women's health starts with anxiety

The coming of the HPV vaccine just happened to catch up with the rise of the domestic "her economy" and "her power", which was highly optimistic about the market.

In March 2016, the nine -valent HPV vaccine owned by Meroshadong was listed in Hong Kong, China. This is the only most effective variety in the world to prevent cervical cancer.

Communication to the Mainland through Hong Kong is an important marketing method of many "foreign brands" in the early 1990s: Hong Kong has a trendy lifestyle and consumer habits that affect the Mainland. Naturally, everything is better to sell.

This trick in Meridon still works in the Internet era.

The 9 -valent HPV vaccine is the "bar handle" in the field of cervical cancer prevention. Soon it gets hot, and many mainland women spend time and energy to fly to Hong Kong.

From 2016 to 2017, there were many contents of "going to Hong Kong for about nine-valent HPV vaccine" on social media platforms. Buying Hong Kong insurance and taking Hong Kong vaccines has become a trend.

From the beginning, the problem of insufficient supply has always existed, and the number of people waiting in line is high. The vaccination age of this vaccine is 16-26 years old. These young women have economic independence. They grow in the era of pursuing personality. The 9-valent HPV vaccine has become a trend label.

In fact, Merhadon may not have included the Chinese market in the plan at the beginning.

Prior to 2019, Merck's HPV vaccine revenue in the United States was not eye -catching. In terms of supply, it is natural to focus on high -return areas that occupy a larger market share.

Therefore, in October 2017, many Hong Kong clinics received news from Merck's suspension of supply; in May 2018, a number of Hong Kong medical institutions suddenly announced again that manufacturers Merhadon suspended the supply of nine -valent HPV vaccines.

Every time the supply is suspended, it undoubtedly increases the inoculation anxiety of domestic women: users who hit the first or second needle are worried that this kind of confession will affect the overall effect. After the inoculation of three needles within half a year, the three needles are replaced within one year;

The group without an appointment is even more anxious. After all, time can only move forward, and the 26 -year -old vaccination card is getting closer and closer.

Does all this mean that Merhado does it? It is no longer available. It is certain that the Chinese market where Merhadodo repaids the HPV vaccine was in 2019.

After 2019, sales of other regions look up for data Source: Merck East annual report

In 2018, Merck's HPV vaccine was officially listed in Mainland China by Zhifei Biological Agency. For the inoculaers in the Mainland, you don't have to go to Hong Kong. However, it is still "hard to find."

Until now, in first -tier cities such as Shenzhen, the first -phase shaking rate of the nine -valent vaccine was only 1.37%. In most places in China, you need to wait for a 9 -valent HPV vaccine, at least for a year.

During the 2019 annual report, Meridon said that the increase in sales of HPV vaccine mainly stemmed from the increase in demand for the Asia -Pacific market headed by China and the European market demand.

The unique nine -valent HPV vaccine allows some women to pay for the time. While waiting, the premium of Merck and his agent Zhifei creatures continued to rise.

Emerging markets have a sudden emergence

At this time, it is somewhat intriguing to expand the people in the age of the age.

From the perspective of the market distribution of the Merck HPV vaccine, in 2019, sales in the United States and other regions basically tied, and emerging markets have gradually become the main sales force.

By 2020, the fatigue of the US market is visible to the naked eye, which directly causes the overall revenue growth rate of the HPV sector to slow down.

Growth in 2020 Data Source: Merha East Year Report

It was in 2019 that Meridon began to conduct clinical trials in China, hoping to expand the application of the product, so that women aged 9-19 and 27-45-year-old women vaccinated the 9-valent HPV vaccine.

The arrangement of Meridon is actually reasonable. In the United States, Merck's HPV vaccine was approved for women 9-26 on June 8, 2006; on October 5, 2018, FDA approved the 9-year-old HPV vaccine for men and women aged 27-45. China's clinical declaration is later than the United States, and it is also a normal phenomenon in multinational pharmaceutical companies.

Objectively speaking, the outbreak of the new crown epidemic has changed the global layout of Merck. In the analysis of Merck's 2020 and 2021 annual reports, the rapid growth of the Chinese market has become one of the main factors for the growth of HPV vaccine revenue.

Merhadon has gradually increased the supply of iron while it is hot. According to Zhifei Bio -caliber, in the first half of this year, the number of issued HPV vaccines of Merosa's East Four Valles of Merosa was 4.87 million, an increase of 60%year -on -year; the number of nine -valent HPV vaccines was 9.29 million, an increase of 380%year -on -year.

This "war" initiated by Merhadon, first initiated by Merhadon, has gradually deviated from Merck's control, just like many successful medicines in history ...

The HPV vaccine on the market is divided into two -valent, quadruple and nine -prices. Nine -valent HPV vaccine has the most preventive virus and is very popular. However, the role of the HPV vaccine is greater related to the age of the vaccine. The earlier the less, the higher the effect.

Studies have shown that the two -valent HPV vaccine has exceeded 80%of Chinese women's cervical cancer, which is enough to play a protective role.

Up to now, two second -valent HPV vaccines under Wantai Biological and Watson Biological have been approved to be listed. From the perspective of cost -effectiveness, the advantages of binary HPV vaccines are prominent.

The social topic of the nine -valent HPV vaccine's "one shot" has long been seen by the national health system. In 2020 in China's revenue in the total revenue of Merck's HPV vaccine, Yu Luming, then member of the National Committee of the Chinese People's Political Consultative Conference, suggested that the HPV vaccine was incorporated into the national immunization planning, and proposed to popularize domestic women for HPV vaccination as soon as possible.

Market guidance is needed, but always emphasizing that demand but inappropriate increase in supply will produce a counterproductive effect.

The future will still be vaccinated by men

Compared with the slow clinical trial layout of Merida, the domestic authorities attach great importance to the "HPV vaccine anxiety" caused by public opinion.

In January of this year, the National Health and Health Commission issued an initiative to encourage conditions in regions to adopt a variety of measures to carry out free HPV vaccination activities for women -age women. Most of the women's age refers to women between 12-16 years old.

In addition to the adaptive crowd of the Merck HPV vaccine, the domestic vaccine has been played.

As of now, Guangdong, Hainan, Fujian and other provinces have launched the province's free to vaccinate the domestic binary HPV vaccine for free. Chengdu has given 600 settlement subsidies to the HPV vaccine in school -age girls. Account payment range ...

With the people's awareness of HPV vaccine more comprehensive, the cost -effective binary HPV may become the main choice for ordinary people in the country. At the same time, after the vaccination was vaccinated with a binary HPV vaccine, the chance of vaccination for four or nine -valent vaccines was not great.

Obviously, the HPV vaccine at different prices is the existing competition, that is, grabbing people.

China has a large population and is one of the main market goals of Merck. At this moment, the expansion of the nine -valent HPV vaccine population is likely to be a way to respond to the impact of domestic binary HPV vaccines.

At the same time, with the development of domestic biomedicine, the research and development of high -end HPV vaccines in full swing, four or five companies have opened the research and development of the nine -valent HPV vaccine; It also went to Phase II clinical.

Picture source: Ruico Biological Prospectus

Under the choice of multi -level and various types of HPV vaccines, the sales method that previously made a premium in Mer mainto's unique family and released anxiety may not work.

At the end of June this year, Meridon hosted a "Merck WOMEN Caring for Women's Health Summit" in Xiamen. The HPV vaccine became one of the protagonists of the summit. With the low production rate of China, in the near future, under the pressure of competition in similar products, accelerating the expansion of HPV vaccinations to the male group may also become the goal of Merhado.

"Caring for women's health" is a bit not enough.

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