Looking at hepatitis B human immunoglobulin market capital feast is far from over

Hepatitis B human immunoglobulin (HBIG) is made of healthy human plasma containing high titer hepatitis B surface antibody, which is separated and purified by low temperature ethanol protein separation method or other approved separation methods, and then processed by virus removal and inactivation The principle of its action is that the surface antibody containing high titer of hepatitis B can specifically combine with the free hepatitis B virus, so that the virus can be eliminated and play a passive immune role, so as to improve the immune function of human body to hepatitis B virus By injecting HBIG, we can provide passive immune protection for HBV infected patients before active immunization B immune indications and usage and dosage: who can win the competition? At present, there are only 17 domestic enterprises involved in the production of the drug, with a total of 57 approval numbers Hualan biology, Tonglu biology, Chengdu Rongsheng and Sichuan Yuanda Shuyang have absolute market share Up to now, the historical sales volume of the four enterprises is about 3.99 million bottles, 3.26 million bottles, 3.09 million bottles and 2.19 million bottles respectively, with sales performance of 870 million, 580 million, 530 million and 660 million Statistics and ranking data of historical sales of B-free drugs of 17 enterprises source: drug intelligence data Hualan biology: the first blood product enterprise in China that has passed GMP certification, has achieved the separation and extraction of 11 varieties and 34 specifications of human blood albumin from plasma Its production scale, varieties and specifications, market coverage and sales volume of leading products rank first in the same industry in China Since 2001, the state no longer approves new blood product manufacturers, and the demand for blood products is rapid As a result, the volume and price of blood products industry are rising In recent years, with the approval of Chongqing pulp station and the approval of new pulp station, the amount of slurry input has increased rapidly Hualan biological blood products mainly focus on human serum albumin and intravenous human immunoglobulin (pH4), accounting for 37% and 31.9% of the sales respectively, which are the two most powerful products in this field However, immunity B only accounts for 8.3% of the whole blood products business Data source: drug intelligence data of Tonglu biology: in the field of blood products, the two major products of Tonglu biology are human serum albumin and B immune, accounting for 42% and 17% respectively In 2015-2016, the sales volume of Tonglu biology B-free led the whole industry and won the championship for two years in a row Recently, Shanghai Laishi announced that it plans to use its own capital of RMB 550 million to acquire 10.23% equity of Tonglu biology held by Huang Ruijie, a natural person shareholder of Tonglu Biology Pharmaceutical Co., Ltd., a holding subsidiary After the acquisition, Shanghai Laishi will hold 100% equity of Tonglu biology, and Tonglu biology will become a wholly-owned subsidiary Data source: Pharmaceutical intelligence data Chengdu Rongsheng: in the field of blood products, Chengdu Rongsheng's product layout is similar to that of Hualan biology Its main products are human albumin, intravenous injection of human immunoglobulin (pH4), and immunity B is in the secondary position Data source: Yaozhi data Sichuan Yuanda Shuyang: mainly engaged in human albumin, intravenous injection of human immunoglobulin (pH4), supplemented by immunity B and others, in which immunity B only accounts for 7.7% of the blood products business In 2014, the sales volume and sales volume of Yuanda Shuyang ranked first; in 2015, the company continued to sing all the way, and the sales volume remained first However, since 2016, the sales volume and sales volume of Sichuan Yuanda Shuyang are not ideal, and the sales volume has dropped to 62.47 million yuan, ranking fifth Data source: there are three specifications for exemption B: 100iu (1.0ml), 200iu (2.0ml), 400IU (4.0mL) It can be seen from the data statistics that 100iu (1.0ml), 200iu (2.0ml) and 400IU (4.0mL) are the main specifications for B-free The sales volume of 100iu (1.0ml) is the best, the cumulative sales volume is 11442959 bottles, accounting for 57.1%; the sales volume of 200iu (2.0ml) specification is the second, but the sales volume is the best, the cumulative sales volume is 1.99 billion yuan, accounting for 47.1% Compared with the former two specifications, the sales volume and sales volume of 400IU (4.0mL) are relatively low Data source: from 2016 to now, the market scale of Yifu has reached 350 million yuan, which is much higher than the sales volume of 2015 The top three enterprises with the highest market share are Hualan biology, Tonglu biology and Sichuan Yuanda Shuyang Tonglu biology and Hualan biology continue the good momentum of 2015 in this product and continue to lead the industry Generally speaking, in the past three quarters, the sales volume in the second quarter contributed the most, with a total sales volume of 670000 bottles and a sales volume of 140 million yuan Source of sales statistics of exemption B in 2016: according to the data of pharmaceutical intelligence, at present, exemption B on sale in the market is made in China Around 2011, it is the peak of batch issuance and sales volume of exemption B in China After reaching the peak in 2011, the overall sales situation shows a downward trend year by year and the market share shrinks The reason is that many enterprises withdraw from the production of B-free because of the influence of market capacity (the scope of application of mother infant block is narrowed) Although the glory of B-immune products is no longer, as a big country of hepatitis B in China, the number of carriers' genes is huge, and some groups of mother infant block and liver transplantation still need this medicine At a time when the threshold is too high, there are few enterprises, and the enterprises with strong strength can still firmly enjoy billions of wealth 2008-2016 domestic / imported B-free sales trend chart data source: Yaozhi data note: This article is original by the author of yaozhi.com, welcome to reprint, please indicate the author and source when reprint, thank you!