Variant strains ravaging mRNA vaccines or spawning 470 billion years of sales market domestic layout of enterprises at a glance

The "Delta" strain has not yet subsided, and another new coronavirus mutant strain "Lambda" has been discovered in many countries one after another, and experts are worried that the continued epidemic will cause more mutant viruses to appear

Facing the menacing new coronavirus mutant strains, some experts said: The hope of defeating the new coronavirus and mutant strains may lie in large-scale vaccination.

mRNA new crown vaccine year "absorbs gold" or exceeds 470 billion

At present, the main R&D and sales companies of the global mRNA COVID-19 vaccine are:

Moderna of the United States; Pfizer/Germany BioNTech (owns global market rights outside of Greater China); Fosun Pharma/Germany BioNTech (owns greater Emergency use authorization)

Judging from the sales scale in the first half of 2021: it has exceeded 110 billion

At present, Pfizer and Moderna recently announced the performance of mRNA new crown vaccine in the first half of 2021 has exceeded 17.

Judging from the scale of pre-sales for the whole year of 2021: or exceed 470 billion

Pfizer: The 2021 full-year mRNA new crown vaccine sales guidance has been raised from US$26 billion to US$33.

Biontech: Raise the pre-receipt of the mRNA new crown vaccine for 2021 from 12.

Moderna: According to its announcement that the annual supply of new crown vaccines in fiscal 2021 will be 800 to 1 billion doses, if the highest measurement is 1 billion doses, Moderna's annual mRNA new crown vaccine sales revenue is expected to reach 20.

ModernaQ1mRNA new crown vaccine performance: 102 million doses sold; unit price: an average of US$17/dose, sales of US$1.

ModernaQ2mRNA new crown vaccine performance: sales of 199 million doses; unit price: average US$20.

Moderna expects that the supply of new crown vaccines in fiscal 2021 will be 800 million to 1 billion doses.

Fosun Pharma: At present, Fosun Pharma's mRNA COVID-19 vaccine (Fobitai) has been authorized for emergency use in Hong Kong, Macau, and Taiwan, China.

Then the total pre-receipt of 2021 mRNA COVID-19 vaccines from the three companies of Pfizer+Biontech+Moderna is: 33.

It is worth noting that previously, Pfizer’s 13-valent pneumonia vaccine was the TOP1 global vaccine market performance in 2020, with annual sales of only about 5.

It is worth noting that according to the statistics of China Times, the sales of the other two adenovirus vector vaccines belonging to AstraZeneca and Johnson & Johnson were slightly inferior compared with mRNA vaccines.

The main reason is that the protective power of the two adenovirus vector vaccines is 76% and 66.

In Mainland China, there are currently 4 inactivated vaccines approved (Sinopharm Wuhan Institute, Sinopharm Beijing Institute, Kexing Biological, Kangtai Biological), 1 adenovirus vector vaccine (Kangsino), and 1 recombinant subunit vaccine (Zhifei Biotech), no mRNA vaccine has been approved yet

The future potential of the mRNA new crown vaccine: strengthening the injection and responding to the mutant virus

Booster injection, a new round of explosive growth: At present, vaccine manufacturers such as Pfizer and Moderna are actively supporting vaccination with booster injections
.
Moderna said that the trial data showed that its vaccine remained 93% effective within 6 months after the second dose.
It is reported that in the next few weeks, Moderna will obtain a dose of 100μg of mRNA-1273 as a clinical trial of the booster vaccine.
Result
.
Then, the company will select a dose to submit a regulatory application, seeking authorization for the third dose of booster vaccine
.
If the market for enhanced needles is released, then mRNA vaccines are expected to usher in a new round of explosive growth
.

Dealing with mutant viruses is expected to become a source of regular income
.
It is worth noting that both Pfizer and Moderna are actively researching mRNA vaccines to deal with mutations
.

Moderna shows that the mRNA vaccine against mutations is currently in clinical phase II and is expected to be approved for marketing early next year
.

Pfizer said that in order to fundamentally solve the problem of delta mutant virus, Pfizer has improved the original mRNA new crown vaccine, and has now completed the design and production of delta mutant virus vaccine.
The market is expected to start the new vaccine as early as August.
A round of clinical trials
.
If the new crown vaccine booster is proved to need to be updated regularly, then this business is expected to become an important source of Pfizer's recurring income
.

mRNA creates two billion-dollar market capitalization giants

Before the new crown epidemic, Biontech and Moderna were two small transparent companies, but with the release of mRNA vaccines, related concept stocks represented by these two companies ushered in rounds of skyrocketing
.

Yesterday, Moderna soared again by 17%, and its latest market value reached 195.
55 billion U.
S.
dollars, or about 1.
27 trillion yuan, which has surpassed GlaxoSmithKline (GSK), one of the world's four largest vaccine giants
.

And Biontech also ushered in a 14.
97% rise again yesterday.
The company's current market value has reached 108.
461 billion US dollars, which has also surpassed GSK
.
At the beginning of the epidemic on March 10, 2020, the market value of Biontech was only US$8.
4 billion, a fraction of the current market value
.

The four major vaccine giants in the past were: GlaxoSmithKline, Sanofi, Merck and Pfizer
.
The new crown pandemic has made people realize the huge potential and value of mRNA, and now the status of the global vaccine leader is being reshuffled
.

In addition, Pfizer has continued to rise since the end of February 2021, and the increase has exceeded 40%.
Fosun Pharma has also relied on the help of the concept of mRNA, and its share price has nearly doubled since the end of March 2021
.

mRNA is completely on fire?

It can be seen that the successful research and development of the mRNA new crown vaccine has brought rich returns to related companies, and this technology has also become popular in the medical community
.

Even the KOL of the technology circle, Tesla CEO Elon Musk, also focused on this technology, and once said "very exaggerated": "Using mRNA technology can basically treat everything (disease).
.
.
You may become a butterfly forever
.
"

mRNA (Messenger RNA, messenger ribonucleic acid) is a messenger that transfers genetic information from DNA to protein, and provides instructions for human cells to produce target proteins (antigens) to activate the body's immune response and resist the corresponding virus
.
The mRNA vaccine is a new type of vaccine.
It is reported that before the new crown, there was not even a marketed product
.

Unlike the direct delivery of immune trigger antigens into the human body, mRNA vaccines deliver a piece of mRNA containing the genetic code, which cells can use to create a protein/protein fragment ("spike protein") to trigger an immune response
.

Not only limited to vaccines, the outbreak of the new crown epidemic has greatly promoted the application of mRNA technology in the field of biopharmaceuticals.
This technology is expected to bring new methods to the prevention and treatment of multiple diseases, such as tumors and immune diseases
.
As a result, many domestic pharmaceutical companies have rushed in on this popular track called the new big dream of medicine.
However, the domestic mRNA technology is currently scarce, and even the mRNA company Jiachen Xihai has "one daughter and four marriages".
The movement of Tianjing Biology, Kangtai Biology, Junshi Biology, and Olin Biology shows the popularity of the track
.

In addition, the layout of mRNA domestic technology companies including Watson biological, bio Albanese, Sri Lanka microorganisms, Li Aveda biological, bio blue magpie, Miele John Hancock, convinced biology, biotechnology and other messaging
.
In addition, Fosun Pharma also stated that it is planning to develop mRNA tumor vaccines in order to provide newer and more clinically valuable treatment options for tumor patients
.
Zhifei Biology and Kangsino Biology have also announced the deployment of this technology platform before
.

In general, some experts said that the application of mRNA technology in the human body is still in its infancy, and there is still a long way to go
.
It will take 5-10 years or even longer to truly release the potential
.

The real realization of mRNA in the future requires breakthroughs in at least the following three aspects: one is the batch synthesis and stable modification of mRNA (mass production, improving stability); the other is the advancement of delivery technology (increasing transfection efficiency in vivo, and sufficient protection of mRNA).
Stable, targeted delivery); The third is the batch and highly reproducible production of nanoparticles (delivery vehicles), and the stability is improved (storage time, storage requirements, etc.
)
.

Reference materials:

China Times "Vaccine Makes Rich: mRNA Vaccine Crazy "Sucking Money" of $17.
2 billion in 6 Months, Relevant Technology Stands in the Air"

Medical Valley "Moderna New Crown Vaccine Released in the First Half of the Year, Comparison of Sales of Four Well-known International Vaccines"

Medical Valley "Inventory of 8 Domestic mRNA Companies"

DeepTech "The mRNA technology recommended by Musk targets AIDS, cancer and rare diseases, and its highlight moment is far more than the new crown vaccine, everything has just begun.
"