The number of batches issued decreased significantly, and the supervision of vaccine market was upgraded again

[market analysis of pharmaceutical stations] vaccines in China are mainly divided into class I and class II vaccines The supply of class I vaccines is subject to unified purchase and marketing, all of which are purchased by provincial CDC bidding, and there are only more than 30 buyers nationwide After 2016, all class II vaccines will be included in the provincial public resource trading platform for centralized procurement, but the reality is that the municipal and county disease control agencies still put forward category and quantity requirements to the higher level On the afternoon of December 23, 2018, the vaccine management law was proposed for deliberation, and a vaccine coordination mechanism will be established to end fragmentation management On the morning of April 20, 2019, the draft vaccine management law was submitted for deliberation, and new provisions were put forward for vaccine management With the increasing attention to vaccine safety, the implementation of the batch issuance system of the Chinese Academy of inspection has become stricter, and the quality of vaccines has been upgraded and strengthened Seen from the change of quarterly batch issuance data, the number of vaccine batch issuance has decreased significantly, and even there are several products without batch issuance after entering 2019 In the aspect of pharmaceutical enterprises, vaccine control is becoming more and more strict, which will force some enterprises to "exit" and improve the industry concentration In 2015-2018, the number of vaccine manufacturers increased year by year, with 47 in 2015 (5 foreign-funded and 34 local) In 2016, there were 48 (5 foreign companies and 34 local companies); in 2017, there were 50 (5 foreign companies and 41 local companies); in 2018, there were 53 (4 foreign companies and 41 local companies) However, according to the statistics of securities institutions, the number of vaccine companies with batch issuance records is decreasing In 2017, there were 45 vaccine companies with batch issuance records in China (4 foreign companies and 41 local companies) However, in 2018 and 2019, the number of domestic vaccine companies with batch issuance records decreased to 39 (4 foreign companies, 35 local companies), 29 (4 foreign companies, 25 local companies) According to the analysis of the insiders, this is mainly related to the strengthening of vaccine supervision in the past two years Although the vaccine industry has temporarily entered the adjustment period after the vaccine event, the future market prospect is still worth looking forward to It is expected to reach 106.5 billion in 2023 The market demand will continue to expand and maintain a stable and rapid growth in the future Vaccines, especially class II vaccines, are mainly those for which the vaccinators pay their own fees and are driven by demand, and the products are not affected by medical insurance control fees and price reduction It is expected that the industry driven by large variety listing will continue to maintain a steady and rapid growth of more than 10% in 2018-2023 Nowadays, people's understanding of vaccines is constantly improving For a long time in the past, vaccine manufacturers were not paid much attention to However, with the enhancement of people's health awareness and the emphasis of relevant policy guidance on "prevention of disease", people's awareness of disease prevention is constantly strengthening, and the vaccine is getting more and more attention At the beginning of 2018, who held a special meeting on the shortage of drugs and vaccines, and issued a document to ask who Member States to draw up a roadmap to solve the problem, outlining who's work plan on the accessibility of drugs and vaccines, including activities, actions and deliverables during 2019-2023 It is expected that the global shortage of vaccines will be more in the future Attention and attention In general, the vaccine market will continue to grow rapidly at a time when market regulation continues to be standardized, people's awareness continues to improve, and market demand continues to expand In addition, under the condition of strict supervision, similar products will be eliminated quickly, and some small and medium-sized enterprises with small scale, lack of R & D and single product will be difficult to survive There are only a few enterprises that can bear the huge risk of vaccine R & D investment, adapt to vaccine standards quickly, strictly control quality, absorb innovative technology and seize the market "right".