Domestic vaccine industry will enter a new round of development boom

Recently, an external (outside) investment announcement issued by Shuanglu Pharmaceutical showed that it plans to invest 20,002 million Canadian dollars in cooperation with Pnu Vax Incorporated of Canada and establish a new joint venture in Ontario, Canada (tentatively named PNUVAX SL BIOPHARMACEUTICALS INC.) , mainly engaged in the research, development, production and sales of vaccines and antibodies.

Guo Fanli, a researcher in the pharmaceutical industry at China Investment Advisors, pointed out that an announcement made the vaccine industry once again attracted many eyeballs, and the investment in the vaccine industry has once again warmed up. Nowadays, some vaccine manufacturers have set their sights on foreign markets and foreign companies, and attempts to cooperate with foreign companies are not uncommon. For example, the two herons invested 130 million yuan in Canadian vaccine companies. Before that, there were also the cooperation between Zhifei Biological and Merck and the acquisition of Dutch companies, and the cooperation projects between Watson Bio and GSK.

Guo Fanli pointed out that the vaccine industry has invested heavily and has a high risk. Before the cooperation between domestic companies and foreign companies succeeded and failed. In the current vaccine market, foreign-funded enterprises’ products account for a major share of the domestic market. Therefore, in terms of product selection, domestic companies should increase the research and production of high-end vaccines, increase funding for vaccine products, and invest in R&D. Because vaccine products have a direct relationship with people's life and health, there are potential risks in investing in vaccine products.

At present, the competition in the vaccine industry is fierce, and the problem of homogeneity is also becoming increasingly prominent. For the cooperation between domestic vaccine manufacturers and foreign vaccine companies, we must adhere to the "win-win" premise. In general, the most important reason for foreign companies to choose to cooperate with domestic companies is that they can directly use the market channels that have been built before domestic companies to sell and promote their own products. At the same time, domestic enterprises have close relations with local government departments. There are many difficulties in going to foreign-funded enterprises. This is a relatively fancy link for foreign-funded enterprises.

Domestic enterprises can choose to cooperate with well-known foreign companies. On the one hand, they can learn the advanced management experience and service experience of multinational pharmaceutical companies. On the other hand, they can use the high reputation of foreign-funded enterprises to promote themselves. The previous failure of the GSK-Watson cooperation project was due to multiple aspects. For example, the SFDA did not approve the import and filling of the GSK measles-mumps-rubella vaccine (MMR) in China, which became a direct result of the cooperation between the two parties. the reason.

Guo Fanli said that the "12th Five-Year Plan" for the development of the biopharmaceutical industry is imminent and its core content has long been known by the industry, namely the development of gene drugs, protein drugs, monoclonal antibody drugs, therapeutic vaccines, and small molecule chemical drugs. Become the focus. As the "planning" mentioned that we must vigorously develop therapeutic vaccines, the domestic vaccine industry will enter a new round of development boom with the support of the "planning".