subject: National Immunization Programs And Expansion Of Vaccine Production Or Will Usher In The Big Pay [print this page] Vaccine manufacturer or the national capital will usher in the great pay. Will be expanded this year, the scope of national immunization programs, will be hepatitis A, meningitis and other 15 kinds can be effective in preventing infectious diseases vaccination into national immunization programs.
Expected, in the free treatment of diseases and the Expanded Programme on Immunization, the "central government will increase spending 2.8 billion." Industry researchers have said the move by companies to produce vaccines is good news, but the real stimulus effect, to consider the state bidding price control efforts.
"China's vaccine market is still dominated by the vaccine at their own expense, the proportion 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 China about 30 billion of capacity, which dominated the neonatal vaccine capacity in about 2-5 billion. Therefore, if the state further increase investment, "which even 2.8 billion out of one or two million dollars to the vaccine, and will also give the product into the immunization programs, and enter the bidding directory bring more good business."
The Li believes that the current vaccine production advantage lies in the national disease prevention and control system of bidding, the winning products are domestic vaccine companies, multinational pharmaceutical companies in the CDC's vaccine has not entered into the tender list in the next tender, may also maintain this status, which is equivalent to EPI cake will all be part of to the domestic firms.
The policy factor to bring the vaccine sales growth of listed companies is the precedent. According to data 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 likely to increase sales, but the disease prevention and control access to parts of the procurement system directory must be tender, but the bulk vaccine tender price reduction demands are facing the country, and finally a " increment does not increase profits "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 really have a low price, so even if access 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 trend of national health policy perspective, the bulk purchase price control is almost inevitable, "but it also brings big business to give the relative security market to protect. " Researchers believe that biological Temple of Heaven, Hualan materials may benefit from the expansion of immunization programs.
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National Immunization Programs And Expansion Of Vaccine Production Or Will Usher In The Big Pay
