China is a big country in vaccine production, and the industry concentration is high. The pattern of Chinas vaccine industry is very obvious. Most of the first-class vaccine providers are state-owned enterprises, accounting for about 70% in terms of batch issuance; the second-class vaccines are private enterprises, accounting for about 30%. To some extent, Chinas vaccine industry has been highly concentrated. A vaccine expert said.
But one of the typical characteristics of vaccine industry development is variety driven.
However, the above-mentioned four kinds of vaccines, except EV71 vaccine produced by Chinese vaccine enterprise Kexing biology, are all imported.
According to the above experts, over the past 20 years, no new vaccine technology has emerged in China. Most vaccines are imitation products, and few products are independently developed. Only a few vaccines, such as EV71, are independently developed in China.
According to relevant data, in 2018, the top 5 vaccine varieties accounted for nearly 30% of the global vaccine market, and the top 10 vaccine varieties accounted for 37.68% of the global market. Almost all of the heavyweight products come from the four giants of international vaccine companies - MSD, GlaxoSmithKline, Pfizer and Sanofi, which monopolize 90% of the global vaccine market.
This means that for China, it is necessary to realize vaccine autonomy and control. In fact, enhancing the capacity of Chinese vaccine enterprises is one of the fundamental objectives of the multi sector integration of the vaccine industry. So, how will the vaccine industry be integrated when the production capacity is highly concentrated but the R & D capacity is still weak?
However, the proportion of enterprises with less than three vaccine varieties in China is not small. Data shows that there are 45 vaccine manufacturers in China, which can produce more than 60 kinds of vaccines, with an annual output of more than 1 billion doses. However, as of September 30, there are 40 approved and issued vaccines, 36 of which are domestic vaccine enterprises or institutes of biology, and 4 are transnational vaccine enterprises.
According to the data released by China Pharmaceutical Innovation Promotion Association last July, only 21 enterprises have more than three vaccine varieties.
The bidding price of Chinas first-class vaccine has been at a low level for a long time, which leads to the fact that enterprises do not have more capital to invest in R & D, which is also the reason why the quality and technology of Chinas first-class vaccine cannot be improved for so many years.
It is gratifying that the integration of the vaccine industry has been increasingly supported at the policy level. At the end of June this year, the vaccine management law was voted through and will come into force on December 1. The law is clear. The State formulates development plans and industrial policies for the vaccine industry, supports the development and structural optimization of the vaccine industry, encourages the large-scale and intensive production of vaccines, and constantly improves the production process and quality level of vaccines.
Source: First Financial Editor: Guo Chenqi, nbj9931