Vaccine manufacturer or the national capital will show in the big pay. Will be expanded this year, the range of national immunization programs, will be hepatitis A, meningitis and other 15 kinds can be good in preventing infectious diseases vaccination into national immunization programs.
Expected, in the free discussion of diseases and the Expanded Programme on Immunization, the "central government will increase spending 2.
billion." Industry researchers have said the move by companies to develop vaccines is good news, but the real stimulus effect, to believe the state bidding price control efforts.
"China's vaccine market is still dominated by the vaccine at their own expense, the balance of government procurement accounted small." Pharmaceutical Industry Fellow, the Li Jin and Yuan Securities told reporters. According to his estimates, total ex-factory prices, the current vaccine market in Taiwan about 30 million of capacity, which dominated the neonatal vaccine capacity in nearly 2-5 billion. Therefore, if the country further increase investment, "which even 2.8 million out of one or two billion dollars to the vaccine, and will also have the product into the immunization programs, and record the bidding directory bring more effective business."
The Li believes that the current vaccine production advantage lies in the national disease prevention and command organization of bidding, the winning products are domestic vaccine companies, multinational pharmaceutical companies in the CDC's vaccine has not entered into the warm name in the next tender, may also hold this status, which is tantamount to EPI cake will all be part of to the domestic firms.
The policy factor to work the vaccine sales growth of listed companies is the precedent. According to information provided by Jin and Yuan Securities, 1998, 2001, 2002, sales of hepatitis B vaccine Tiantan Biological several moving upward turning point in both countries, a vaccine-related policy adjustments, which in 2002 hepatitis B vaccine into national immunization programs After the Temple of Heaven biological hepatitis B vaccine sales increased by 10 million.
But there are researchers that although the vaccine into national immunization programs is probably to increase sales, but the disease prevention and control admission to parts of the procurement system directory must be tender, but the bulk vaccine tender price reduction demands are facing the country, and last a " increment does not increase profit "of the situation, so that the vaccine may not be much good listed companies.
This, the Li believes that existing vaccines into national immunization programs can not actually cause a low price, so still if admission to procurement through competitive bidding directory, profit is not high, but this new vaccine into the plan, estimated tender price reduction efforts will not be significant. The R & D Center, Southwest Securities and Acquisition element is that the tender will inevitably bring about lower prices, because from now on the style of home health policy perspective, the bulk purchase price control is virtually inevitable, "but it also brings big line to make the relative security market to protect. " Researchers think that biological Temple of Heaven, Hualan materials may gain from the enlargement of immunization programs.
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