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The development of the in vitro testing industry is ushering in tremendous changes
.
On November 11, the Comprehensive Group of the Joint Prevention and Control Mechanism of the State Council issued the "On Further Optimizing the Prevention and Control Measures of the New Coronary Pneumonia Epidemic
Notice on Scientific and Accurate Prevention and Control Work (hereinafter referred to as the "Notice"), announcing 20 measures
to further optimize prevention and control work.
It clearly mentions that "areas where no epidemic has occurred shall carry out nucleic acid testing for risk positions and key personnel in strict accordance with the scope determined by the ninth edition of the prevention and control plan, and the scope of
nucleic acid testing shall not be expanded.
" Generally, nucleic acid testing for all employees is not carried out according to administrative regions, and is only carried out
when the source of infection and transmission chain are not clear, and the community transmission time is long.
”
Since the issuance of the notice, many places have announced the cancellation or temporary suspension of regional nucleic acid testing
for all employees.
for all employees.
Medical institutions have also adjusted
nucleic acid testing.
Recently, many hospitals such as the People's Hospital of Quanzhou Medical College in Fujian Province issued an announcement that in order to eliminate the cross-infection of people who are "willing to check and check" and personnel in medical institutions, according to relevant requirements, the hospital's nucleic acid "willing to check due diligence" will be canceled, and nucleic acid sampling services
will only be provided to hospital staff, patients and accompanying personnel.
The volume of nucleic acid testing is declining or becoming a trend, is the IVD industry closely related to nucleic acid testing accelerating to usher in an industry transformation period, and how to seize the next "outlet"?
The volume of nucleic acid testing is declining or becoming a trend, is the IVD industry closely related to nucleic acid testing accelerating to usher in an industry transformation period, and how to seize the next "outlet"?Previously, manufacturers engaged in overseas export reagent testing told the 21st Century Economic Herald reporter that the company has already laid out in the face of the impact of the epidemic decline, and from the perspective of overseas markets, the return of new crown testing to routine business is a reality
that every export company has faced together.
The fork in the road of industry development will come sooner or later, and the enterprise side must be prepared
.
Many places have cancelled regional nucleic acid testing for all employees
Many places have cancelled regional nucleic acid testing for all employeesOn the evening of the 11th, Sanya City issued a notice, saying that it would implement the latest epidemic prevention and control policies and cancel regional nucleic acid testing
.
On November 12, the Shijiazhuang Municipal Government website published a letter to all citizens
.
The paper proposes to comprehensively check the benchmark and table, strictly implement the 20 measures of the central government to further optimize the prevention and control work, and implement scientific and precise prevention and control
.
On November 13, Shanghai also issued a content to optimize and adjust and refine the implementation of relevant prevention and control measures, clarifying that nucleic acid testing for all employees is generally no longer carried out according to administrative regions, and only carried out
when the source of infection and transmission chain are not clear, and the community transmission time is long, and the epidemic base is unclear.
At the same time, we should further organize normalized nucleic acid testing and community convenience screening
.
On the 13th, the WeChat public account of "Yanji Municipal Health Bureau" issued a notice announcing that Yanji City would stop nucleic acid testing for all employees from November 14
.
Up to now, incomplete statistics have announced the cancellation of regional nucleic acid testing
for all employees in Shijiazhuang City, Hezhou City, Fujian Province, Hefei City, Shanghai City, Yanji City, Jilin Province, Guangchang County in Jiangxi Province, and Ping County in Shaanxi Province.
In terms of nucleic acid testing costs, according to incomplete statistics from the 21st Century Business Herald reporter, the current price of nucleic acid testing is generally 16 yuan per person and 3 yuan / person - 4 yuan / person
.
Previously, Guiyang City, Guizhou Province, Zhijin County, Bijie City, Guizhou Province, some counties and districts in Sichuan Province, and Longnan Sub-counties and Districts in Gansu Province have resumed normalized nucleic acid testing fees and stipulated prices
.
Among them, the nucleic acid testing fee standard of Longnan Huixian in Gansu and Yueyang in Hunan is 16 yuan / person for single testing, and 4 yuan / person for mixed testing for multiple people
.
In addition, Liangshan Prefecture First People's Hospital, Liangshan Prefecture Hospital of Integrated Traditional Chinese and Western Medicine, and Xichang People's Hospital issued an announcement that from 8 o'clock on November 14, 2022, the hospital's new crown nucleic acid test will resume charging at a price of 3.
5 yuan per person
.
How businesses are looking for new engines
How businesses are looking for new enginesOn November 11, the Affiliated People's Hospital of Quanzhou Medical College in Fujian Province issued a notice that from 0:00 on November 12, 2022, the nucleic acid sampling service for people who are "willing to check and check" in the hospital will be canceled, and nucleic acid sampling services
will only be provided for hospital staff, patients, inpatients and accompanying personnel.
According to the hospital, the adjustment is based on the relevant document requirements issued by the Quanzhou Municipal Health Commission, in order to further standardize the setting of new coronavirus nucleic acid sampling points, strengthen sampling management, and eliminate cross-infection incidents
between "willing to check and check" people and personnel in medical institutions.
According to a report by The Paper on the 13th, many hospitals such as Guangxi Laibin City People's Hospital, Jiangsu Suzhou Dushu Lake Hospital, and Guangxi Rongshui Miao Autonomous County People's Hospital have closed
the nucleic acid testing and sampling channels in the hospital.
As hospitals cancel nucleic acid testing channels, nucleic acid testing may show more trust to third-party testing service providers, and nucleic acid testing will also become part of
the regular business of IVD enterprises.
An industry insider in South China frankly told the 21st Century Economic Herald reporter that the current price of nucleic acid testing is very low from the commercial level, and many public hospitals themselves are actually engaged in nucleic acid testing for epidemic prevention considerations, and it is also a loss
for enterprises.
At present, the decline in nucleic acid testing volume and price has become a trend, and the company's subsequent performance growth still needs to be driven by the rest of the business
.
According to the third-quarter financial report of IVD companies, after the impact of the epidemic weakened, the non-new crown business of IVD companies gradually resumed
.
According to the third quarter financial report, the revenue of its self-produced product business in the third quarter of 2022 increased by about 16% year-on-year, and the revenue of domestic self-produced product business increased by about
30% year-on-year.
The net profit of Afelong increased by 463.
55% in the first three quarters of this year, and the non-new crown self-produced product business and the new crown product business achieved sales growth, and the company added more than 1450 new chemiluminescence instruments in the first three quarters, an increase of 45%
year-on-year.
After the abnormal growth period of the new crown, IVD companies are extending to the upstream and downstream of the industrial chain, accelerating the layout of the next round of growth engines
.
.
That is, some companies have begun to improve the closed-loop solutions of "pre-screening, diagnosis, and supervision" of the company's oncology business, and some companies have begun to deepen the field of molecular diagnosis and continue to build their own ecology
around the upstream and downstream industrial chain.
Some companies have begun to take advantage of the new crown opportunity to quickly cut into the drug and vaccine development industry chain; Or start the layout of antibody drugs and live bacteria drug development
.
Can a sinking market be a way out?
Can a sinking market be a way out?On July 12, the National Health Commission issued the Notice on Printing and Distributing Several Requirements for the Health System to Implement the Party's Health and Health Work Policy in the New Era with a Focus on the Grassroots Level.
It pointed out that local health administrative departments at all levels should actively coordinate with local governments, give priority to the increase in investment in health infrastructure to the grassroots level, implement the responsibility for investment in the construction of township health centers, community health service centers (stations), village clinics and other grassroots medical and health institutions, accelerate the standardization of grassroots medical and health institutions, and strive to achieve the basic standards
of service capacity of grassroots medical and health institutions during the "14th Five-Year Plan" period.
Primary medical care and graded diagnosis and treatment are one of the important tasks of China's medical reform, for this reason, primary medical and health institutions will usher in the increase
of equipment, instruments and reagents.
"Through nucleic acid testing, many IVD companies have established trust relationships with county, township and town medical institutions and third-party enterprises," South China in vitro diagnostic professionals told the 21st Century Economic Herald reporter.
”
On the one hand, price is the advantage
of IVD companies entering the sinking market.
On the other hand, the centralized procurement policy provides more opportunities
for domestic enterprises.
Huajin Securities said that multinational companies have long occupied more than 60% of China's market share
.
Domestic enterprises have obvious production cost advantages, higher acceptance of price reductions, and centralized procurement will accelerate the rhythm
of the rise of domestic enterprises.
It is worth noting that nucleic acid testing also drives the construction
of third-party medical laboratories.
It is understood that third-party medical laboratories can quickly introduce a variety of testing items
with a relatively flexible market model.
While ensuring the accuracy of test results, it can provide more comprehensive test items to fully meet the diversified needs of clinical practice
.
According to China's first third-party medical laboratory effect evaluation and experience summary report released by the Health Development Research Center of the National Health and Family Planning Commission in September 2018, based on 2016, third-party medical laboratories can save hospitals 104, 137, 176, 221, 27.
4 billion yuan in testing costs from 2016 to 2020, saving nearly 1%
of medical insurance expenditure per year.
It can be said that the third-party medical laboratory center can greatly supplement the limitations
of the laboratory department of primary hospitals such as few testing items, slow response speed, high testing cost, and repeated investment.
A public hospital laboratory doctor previously told the 21st Century Economic Herald reporter that the future development space is to explore the cooperation model, the first-tier cities of the top three laboratory departments have strong strength, but for the vast sinking market, testing as the front end, equipment personnel investment, how to mobilize the enthusiasm of third-party medical examination, to maximize efficiency is also of great significance to the industry
.
