Whether the domestic HPV vaccine racing can alleviate the trend of one seedling

Haikou Mayor Health Center Health Center in Hainan Province is in vaccination for the first dose of the first dose of the first dose of the girls with a suitable age girl.

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On May 25, Watson Biological announced the announcement of the first batch of products of the second -price HPV vaccine (Warzer Hye) to receive a certificate of approval, which also meant that in 2020, the first domestic biomais HPV vaccine (Xin Ke Ning Ning Ning Ning Ningcai (Xin Ke Ning Ning Ken Ningchen ) After listing, the second domestic vaccine is about to be sold.

The National Health and Health Commission recently said that there are currently five HPV vaccine products in my country, including three imported HPV vaccines and two domestic vaccines. Nevertheless, the HPV vaccine is still in short supply, and the HPV vaccination rate of women's HPV vaccination in my country is at a lower level.

Domestic HPV vaccine track is about to welcome change

Zhong Yan, who was the richest man in China, held two sources of wealth, one was bottled water, and the other was Wantai creature that mainly engaged in the HPV vaccine business.

The Nine -valent HPV vaccine has been in short supply since its listing in 2018, which has also made relevant companies get hot in the capital market.

The first domestic binary HPV vaccine (Xin Kening) developed by Wantai Bio developed was approved to be listed at the end of 2019 and the company was listed the following year. According to Wantai Biological Financial Report, Xin Koning's sales revenue in 2020 was 870 million yuan, and sales revenue in 2021 soared to 5.75 billion yuan, a growth rate of more than 560%. In 2021, the gross profit margin of the Wantai biological vaccine business reached 92.55%. With the HPV vaccine business, the company's stock price once turned to more than 30 times compared with the issue price, with a market value of up to 178.9 billion yuan, and Zhong Yan, holding 75%of the shareholding ratio, has soared.

Since April this year, news about the HPV vaccine industry has continued, which has caused the entire track to be turbulent. First of all, the World Health Organization (WTO) claimed that the HPV vaccination one dose was equivalent to two doses, which caused heated market debate. Then there was news that the two -valent HPV vaccine of Watson Biological (Warzer -ry) put the market. The binary HPV vaccine (Herry) of the Sugosk (GSK) is also approved in China.

Some people in the industry have analyzed that the domestic HPV vaccine market may usher in a big change. The HPV vaccine is listed again and again, and with the approval of more vaccines, it will exacerbate the competition in the domestic HPV vaccine industry. The dividend period of the HPV vaccine market will continue to disappear. In other words, for enterprises, the HPV vaccine business is not so profitable.

The expansion of production capacity is still in short supply

Throughout the development of HPV vaccine, since the world ’s first quadrilateral HPV vaccine produced in Mer Shadong in 2006, the domestic HPV vaccine market has been controlled by two giants: MRK and GlaxoSmid (GSK). In 2017 and 2018, my country introduced Merck's four -valent and nine -valent vaccine. The vaccine was always difficult to find. It was not until April 2020 that the Wantai biologically bio -biologically available HPV vaccine was listed, and the pace of domestic vaccine replacement began to accelerate.

For a long time, insufficient production capacity is the core contradiction in the HPV vaccine market. The listing of domestic HPV vaccines not only alleviates the lack of supply, but also has certain advantages in terms of price, which is conducive to benefiting more people.

The reporter found that in the domestic binary HPV vaccine, the price of vaccine produced by Wantai Bio was 329 yuan/needle, and the vaccine price of Watson biological production was 246 yuan/needle. The price of imported binary HPV vaccines is about 580 yuan/needle, the quadrimal vaccine is about 798 yuan/needle, and the nine -valent vaccine is about 1298 yuan/needle.

It is gratifying that in the past two years, domestic vaccines have been there in the second -price vaccine market with sufficient production capacity and appropriate prices. According to data from China Business Industry Research Institute, in the Chinese HPV vaccine market in 2021, the domestic Wantai biological bio -biologically HPV vaccine accounted for 65%, and the proportion of vaccines produced by GlaxoSmiths (GSK) accounted for only 5%.

The development of a vaccine for about 10 years has been developed for about 10 years. According to data, as China develops HPV into the third phase of the clinic and the release of production capacity, and the awareness of women's vaccination has continued to increase, the scale of my country's HPV vaccine market has continued to expand, and it is expected to reach 62.54 billion yuan in 2031.

It is reported that there are currently 17 HPV vaccines that are undergoing clinical experiments in China. There are currently 9 domestic HPV vaccines in the third -phase experimental stage of clinical clinical experiments, of which there are 5 prices. The competitiveness is evident. According to the clinical phase of the third phase of the clinical period, it takes 1-2 years for approval and the issuance and listing. The domestic nine-priced vaccine is approved to be listed in 2025.

How to choose the "price" of the HPV vaccine

Why is HPV vaccine so important? How to choose the second price, four -price, nine price?

Among female malignant tumors, the incidence of cervical cancer is second only to breast cancer. my country's cervical cancer in 2020 reached 110,000, and the number of deaths exceeded 59,000, and its incidence and mortality rates were rising and younger.

Most cervical cancer is caused by HPV (human papilloma virus) infection, and cervical cancer is also one of the few cancers that can be effectively prevented by inoculation of HPV vaccines. The "price" in the HPV vaccine refers to the number of other virus types. The higher the price of vaccination, the wider the other coverage of the HPV type.

In fact, despite the continuous development of the HPV vaccine industry, it is still in a state of insufficient production capacity and shortage of supply, especially the nine -valent HPV vaccine premium. Under the existing conditions, the HPV vaccine is also a more expensive "luxury". According to the national regular vaccine report data, the number of HPV vaccines has increased year by year, from 3.417 million doses in 2018 to 12.279 million doses in 2020. However, overall, the current HPV vaccine is still in short supply. The National Health and Health Commission also pointed out that the number of women in my country is huge, and the HPV vaccination rate is relatively low.

Wang Linhong, the chairman of the Women's Health Branch of the Chinese Prevention Medical Association and the chronic disease of the China Centers for Disease Control and Prevention, said that the high -risk type of HPV that caused cervical cancer is 16 and 18 subtypes. cancer. The HPV vaccine has the best protection effect on young women who have not been infected with HPV viruses.

Therefore, Wang Linhong specially reminded that the World Health Organization recommends that 9-year-old girls are the primary crowd of HPV vaccination. The sooner the vaccination, the better the effect. In the current situation of HPV vaccine supply, the best time to vaccinate because it is waiting for a higher -cost vaccine.

Vaccination and screening are necessary means to prevent cervical cancer

The World Health Organization (WTO) "Accelerating the Elimination of the Global Strategy of Cervical Cancer" has determined the phased goal of 2030, and it is recommended that all countries in vaccination with HPV vaccines at the age of 90%to 14 years. At the same time, "70%of adult women each receive at least one high -precision cervical cancer screening at least once at the age of 35 and 45, and standardize the patients for 90%of the patients."

The World Health Organization (WTO) initiative, the best vaccination age of HPV vaccine is 9 to 14 years old. First, because HPV is mainly transmitted through sexual behavior, HPV exposure risk is very high after sexual behavior, and vaccines are only preventive rather than treatment. After infection, vaccination is very low, so vaccination is best before sexual behavior occurs. The second is because the level of immune response at the age of 9 to 14 is high, and the neutral antibody titration is large, which also enhances the protection of the vaccine.

However, my country's HPV vaccination coverage is not high. In 2019, the survey of HPV vaccine's cognitive behavior of the 18-year-old people in Mainland China showed that only 3%of women had inoculated HPV vaccines. For the reason, some researchers pointed out that for most Chinese women, HPV vaccines are expensive and limited. For women in non -urban areas, economic pressure is relatively large.

Wang Linhong introduced that in recent years, the pilot work of HPV vaccines has been promoted in various places to actively explore the effective mode of comprehensive prevention and control of cervical cancer. At present, the HPV vaccine has been included in my country's medical security system. For example, Guangdong, Hainan, and Fujian provinces have launched the work of the province's free vaccination of domestic binary vaccines, and incorporated this work into projects for private affairs of the Provincial Party Committee and Provincial Government in 2022. Healthy cities such as Jinan, Xiamen, Wuxi, Ordos and other healthy cities have introduced the policy of free vaccination in school girls in school. Chengdu also provided fixed subsidies to the school girl HPV vaccine in school to meet the different needs of service targets for HPV vaccines.

It is worth noting that the combination of HPV preventive vaccination and screening is the best way to prevent cervical cancer prevention. In order to further increase the coverage of the two cancer screening, my country has included two cancer screening into basic public health service projects from 2019. As of 2020, the two cancer screening work has covered nearly 2,600 counties and cities, and a total of 130 million free cervical cancer screening has been carried out. Through early screening, early diagnosis and early intervention, women with illness can be rescued in time.

■ China City News Reporter: Diao Jingyan

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