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[Pharmaceutical Network Market Analysis] In recent years, with the rapid development of biopharmaceutical technology, the continuous increase in R&D investment of pharmaceutical companies, and the support of a series of favorable policies, superimposed on the impact of the epidemic, China's biopharmaceutical industry has developed rapidly.
Over 300 billion yuan, and it is expected to increase to 1,303 billion yuan by 2030
.
Pharmaceutical machine products (Source: PharmaNet) Biopharmaceutical equipment and consumables market has broad prospects In the face of the rapidly growing biopharmaceutical market, many institutions believe that the equipment and consumables industry related to the biopharmaceutical industry has ushered in a new round of development opportunities.
In the context of accelerated import substitution, the market size will continue to expand in the future
.
According to data, China's biopharmaceutical equipment + consumables market is about 25 billion yuan, and the expected growth rate from 2020 to 2025 is 17% and 20%, respectively
.
In a research report disclosed in November 2021, Chutian Technology stated that the proportion of the company's products in the field of biopharmaceuticals increased rapidly this year, accounting for more than 40% of both revenue and new orders; Lai Yingcai also stated in the research activities that in the first three quarters of 2021, in the biomedical sector and pan-semiconductor sector, with the release of the company's production capacity, the company's gross profit also increased
.
Judging from the information disclosed by major companies, many domestic pharmaceutical machine giants have tasted the "sweetness" in the biopharmaceutical business, and have strengthened their determination to actively deploy the field of biopharmaceutical equipment in the future
.
For example, Chutian Technology has set up Chutian Microspheres and Usite to accelerate its layout in the field of biotechnology; Tofflon, in order to increase the size of the pharmaceutical equipment field, recently released a fixed increase plan showing that the company plans to raise no more than 3.
2 billion yuan ( Including this number), it is used to enrich the front-end product line (DS) of biopharmaceuticals and cell gene therapy, and to innovate and upgrade and expand the injection product line (DP)
.
Guosheng Securities pointed out in a research report released on March 1 that Tofflon’s fixed increase will help to increase its diversified layout and multi-point growth, with equal emphasis on “equipment + consumables”, “biological macromolecules + cell gene therapy”, “digital intelligence + Platform-based" empowerment, the platform-based pharmaceutical science manufacturing service leader is poised to accelerate
.
The agency believes that in the short and medium term, biopharmaceutical equipment and consumables will lead the growth.
In the long run, cell and gene therapy (CGT) related equipment and consumables are expected to take over
.
CGT is expected to take over biopharmaceuticals It is understood that CGT is a therapy that overcomes the limitations of traditional small molecule and antibody drugs in regulation at the protein level by means of gene expression, silencing or in vitro modification, so as to achieve therapeutic upgrade or rare disease treatment
.
This therapy is regarded by the industry as one of the tracks with great potential for development
.
In recent years, CGT has not only been popular overseas, but also its research in China is in full swing.
A large number of local pharmaceutical companies, including Fosun Kite, WuXi Junuo, and Legend Bio, have entered the market
.
At the same time, due to the high threshold and strict regulatory requirements of the CGT industry, CGT CDMO "water sellers" have also gained good development opportunities in recent years, including Pharmaron, Proton Bio, and WuXi Pharma
.
The "14th Five-Year Plan for the Development of the Pharmaceutical Industry" proposes to focus on the development of immune cell therapy, stem cell therapy, gene therapy products and specific immunoglobulins
.
Focus on the development of industrialized preparation technologies for new biological drugs such as bifunctional antibodies, antibody conjugated drugs, polypeptide conjugated drugs, new recombinant protein vaccines, nucleic acid vaccines, cell therapy and gene therapy drugs
.
At the same time, it encourages and supports the cooperation between vaccine enterprises and enterprises of important raw and auxiliary materials, consumables, production equipment and packaging materials to improve the quality and technical level of various products
.
It is foreseeable that with the support of favorable policies, coupled with technological upgrading and capital increase, the CGT industry is expected to usher in rapid development in the future, and the demand for upstream pharmaceutical equipment will expand
.
At the same time, the corresponding requirements will also be improved.
Pharmaceutical machine companies need to comply with the development trend of the industry and actively innovate and upgrade production processes and pharmaceutical processes in order to meet the needs of the development of the CGT industry
.
"Actually, under the background of the rapid development of the CGT industry in recent years, the upstream equipment and consumables market has grown
.
However, due to the late start of the domestic industry, some mid-to-high-end equipment is still mainly imported, and domestic enterprises' cell culture and development There is a big gap between process technologies such as process, centrifugal extraction, separation and collection, aseptic connection system and foreign-funded enterprises
.
" You Yaobot said that in the future, domestic enterprises will need to continuously strengthen process technology research and development capabilities and service capabilities in order to speed up import substitution pace and win market opportunities
.
Guosheng Securities believes that Tofflon has a comprehensive product distribution in the field of cell gene therapy, with obvious first-mover advantages.
With the advent of CGT industrialization, it is expected to take over the biopharmaceuticals and build the company's next growth curve
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
Over 300 billion yuan, and it is expected to increase to 1,303 billion yuan by 2030
.
Pharmaceutical machine products (Source: PharmaNet) Biopharmaceutical equipment and consumables market has broad prospects In the face of the rapidly growing biopharmaceutical market, many institutions believe that the equipment and consumables industry related to the biopharmaceutical industry has ushered in a new round of development opportunities.
In the context of accelerated import substitution, the market size will continue to expand in the future
.
According to data, China's biopharmaceutical equipment + consumables market is about 25 billion yuan, and the expected growth rate from 2020 to 2025 is 17% and 20%, respectively
.
In a research report disclosed in November 2021, Chutian Technology stated that the proportion of the company's products in the field of biopharmaceuticals increased rapidly this year, accounting for more than 40% of both revenue and new orders; Lai Yingcai also stated in the research activities that in the first three quarters of 2021, in the biomedical sector and pan-semiconductor sector, with the release of the company's production capacity, the company's gross profit also increased
.
Judging from the information disclosed by major companies, many domestic pharmaceutical machine giants have tasted the "sweetness" in the biopharmaceutical business, and have strengthened their determination to actively deploy the field of biopharmaceutical equipment in the future
.
For example, Chutian Technology has set up Chutian Microspheres and Usite to accelerate its layout in the field of biotechnology; Tofflon, in order to increase the size of the pharmaceutical equipment field, recently released a fixed increase plan showing that the company plans to raise no more than 3.
2 billion yuan ( Including this number), it is used to enrich the front-end product line (DS) of biopharmaceuticals and cell gene therapy, and to innovate and upgrade and expand the injection product line (DP)
.
Guosheng Securities pointed out in a research report released on March 1 that Tofflon’s fixed increase will help to increase its diversified layout and multi-point growth, with equal emphasis on “equipment + consumables”, “biological macromolecules + cell gene therapy”, “digital intelligence + Platform-based" empowerment, the platform-based pharmaceutical science manufacturing service leader is poised to accelerate
.
The agency believes that in the short and medium term, biopharmaceutical equipment and consumables will lead the growth.
In the long run, cell and gene therapy (CGT) related equipment and consumables are expected to take over
.
CGT is expected to take over biopharmaceuticals It is understood that CGT is a therapy that overcomes the limitations of traditional small molecule and antibody drugs in regulation at the protein level by means of gene expression, silencing or in vitro modification, so as to achieve therapeutic upgrade or rare disease treatment
.
This therapy is regarded by the industry as one of the tracks with great potential for development
.
In recent years, CGT has not only been popular overseas, but also its research in China is in full swing.
A large number of local pharmaceutical companies, including Fosun Kite, WuXi Junuo, and Legend Bio, have entered the market
.
At the same time, due to the high threshold and strict regulatory requirements of the CGT industry, CGT CDMO "water sellers" have also gained good development opportunities in recent years, including Pharmaron, Proton Bio, and WuXi Pharma
.
The "14th Five-Year Plan for the Development of the Pharmaceutical Industry" proposes to focus on the development of immune cell therapy, stem cell therapy, gene therapy products and specific immunoglobulins
.
Focus on the development of industrialized preparation technologies for new biological drugs such as bifunctional antibodies, antibody conjugated drugs, polypeptide conjugated drugs, new recombinant protein vaccines, nucleic acid vaccines, cell therapy and gene therapy drugs
.
At the same time, it encourages and supports the cooperation between vaccine enterprises and enterprises of important raw and auxiliary materials, consumables, production equipment and packaging materials to improve the quality and technical level of various products
.
It is foreseeable that with the support of favorable policies, coupled with technological upgrading and capital increase, the CGT industry is expected to usher in rapid development in the future, and the demand for upstream pharmaceutical equipment will expand
.
At the same time, the corresponding requirements will also be improved.
Pharmaceutical machine companies need to comply with the development trend of the industry and actively innovate and upgrade production processes and pharmaceutical processes in order to meet the needs of the development of the CGT industry
.
"Actually, under the background of the rapid development of the CGT industry in recent years, the upstream equipment and consumables market has grown
.
However, due to the late start of the domestic industry, some mid-to-high-end equipment is still mainly imported, and domestic enterprises' cell culture and development There is a big gap between process technologies such as process, centrifugal extraction, separation and collection, aseptic connection system and foreign-funded enterprises
.
" You Yaobot said that in the future, domestic enterprises will need to continuously strengthen process technology research and development capabilities and service capabilities in order to speed up import substitution pace and win market opportunities
.
Guosheng Securities believes that Tofflon has a comprehensive product distribution in the field of cell gene therapy, with obvious first-mover advantages.
With the advent of CGT industrialization, it is expected to take over the biopharmaceuticals and build the company's next growth curve
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
