Vaccine industry ushers in the highlight moment, how to develop next?

[pharmaceutical network market analysis] data shows that in 2019, many listed companies in the whole vaccine industry gave good performance and market value performance The performance is expected to grow substantially, the market value of listed companies soars rapidly, and the heavyweight new products are approved For example, on January 6, Hualan biology released its 2019 performance forecast, saying that the net profit attributable to shareholders of Listed Companies in 2019 was 1.25-1.37 billion yuan, an increase of 10-20% year on year Vaccine industry ushers in the highlight moment, how to develop next? In fact, incomplete data statistics show that in 2019, some vaccine related listed companies not only have great changes in performance, but also in market value For example, the market value of Tiantan bio on January 1, 2019 was only RMB 18.5 billion, and by December 31, 2019, its market value had climbed to RMB 29.2 billion, an increase of RMB 10.6 billion In addition, Kangtai bio, from the market value of 22.8 billion yuan on January 1, 2019 to 56 billion yuan on December 31, 2019, an increase of 33.2 billion yuan From the performance and market value of vaccine enterprises, we can see that the vaccine industry ushered in a bright moment in 2019 What kind of development trend will the vaccine industry take in the next step, especially the impact on vaccine enterprises after the implementation of the extremely strict vaccine management law? In fact, with the formal implementation of the vaccine management law on December 1, 2019, it has represented that the strict management of the whole process, all links and all aspects of vaccine implementation will be more thorough in 2020 In addition, a number of national policies for the vaccine industry announced at the end of 2019 will further accelerate the scale and intensification of the industry, promote the improvement of vaccine quality and standardize the management level of vaccine enterprises For example, on December 12, the two departments jointly issued the notice on the construction of vaccine information traceability system, which requires that by March 31, 2020, all parts of the country should establish a vaccine information traceability system to realize the traceability of the whole process of all marketed vaccines and ensure the traceability and verification of vaccine production This means that all vaccines on the market will be traceable in the whole process Moreover, on December 24, the guiding principles for clinical comparability research of vaccines for prevention issued by the State Food and drug administration means that after generic drugs, the consistency evaluation of vaccines will begin, and drug companies need to pay more attention and be prepared In fact, the superposition of the above policies, coupled with the high difficulty of large-scale production of vaccines, has high requirements for product quality control It is predicted that the industry will present a situation of high concentration and large varieties taking the lead in the world in the future Vaccine enterprises with small scale, single product and lack of technical advantages may be phased out; leading enterprises with strong innovation and R & D capabilities and diversified products will usher in development opportunities To this end, some insiders said that with the increasing concentration of the industry, the way out for Chinese vaccine enterprises is to go out and compete with multinational companies, and innovation will be more conducive to enterprises entering the international market "In the domestic price war, it is possible to reduce the quality of products, and take the international route will get a bigger market." Taking Watson biology as an example, it puts forward various international strategies At present, it has sold 4 varieties to 12 countries around the world, and has been actively building an international market team since 2019 In 2020, it will complete the recruitment of 30 people, and will actively develop international partners abroad.