Basic logic
Continue to be optimistic about the investment opportunities under the wave of localization of pharmaceutical upstream supply chain. The "guiding ideology" of the "14th five year plan" for the development of pharmaceutical industry pointed out for the first time that "comprehensively improve the modernization level of pharmaceutical industry chain, realize the stability and controllability of supply chain, and accelerate the transformation of innovation driven development".
Downstream purification process of Bioengineering: the selection of downstream technology and process in the biological industry largely depends on the nature of the product and the required purity. Generally speaking, the downstream processing process can be divided into four main stages: ① pretreatment of fermentation broth and solid-liquid separation; ② Product extraction; ③ Product refining; ④ Finished product processing. The pretreatment and solid-liquid separation of fermentation broth usually adopt the methods of filtration, centrifugation and membrane separation; Extraction, ion exchange, adsorption, chromatography and other separation methods are usually used in the extraction and refining process of products.
Filtration and separation are key steps in bioengineering. In the production of biological industry, microbial fermentation liquid, animal and plant cell culture liquid, enzyme reaction liquid and other culture liquid are mostly the mixture of solid phase and liquid phase. In order to extract and refine the target products, it is often necessary to carry out solid-liquid separation or liquid-liquid separation of the suspension, which is one of the important unit operations in the production process of biological products. There are many methods of suspension separation. The most commonly used in biological industry are filtration, centrifugation and membrane separation. Compared with traditional separation methods, membrane separation has the advantages of simple equipment, energy saving, high separation efficiency and easy control. Membrane separation processes commonly used in biological industry include reverse osmosis, nanofiltration, ultrafiltration and microfiltration.
Tangential flow through filter membrane package is a consumable used in sector membrane separation equipment. Tangential flow ultrafiltration (TFF) can separate and purify biomolecules quickly and efficiently; It can be used for concentration and desalination of sample solutions as low as 10ml and up to thousands of liters; It can also be used for the separation of biomolecules of different sizes, the collection of cell suspension, and the clarification of fermentation broth and cell lysate.
Regenerated cellulose (RC) membrane and polyethersulfone polyothersul fone (PES) membrane are the main materials used in biological process ultrafiltration membrane package at present. The traditional filter membrane has poor heat resistance and chemical stability. At present, the developed regenerated cellulose (RC) membrane and polyethersulfone (PES) membrane with good heat resistance and pH adaptability make the membrane separation technology widely used. The success of polyethersulfone membrane is considered as a breakthrough in membrane separation technology. It has the following advantages: ① good heat resistance; ② Wide pH range; ③ Strong chlorine resistance; ④ Wide aperture range.
The global tangential flow filtration market is developing rapidly and healthily with broad prospects. According to market insights reports, the global tangential flow filtration market value in 2020 is about US $1.04 billion, which is expected to grow at a growth rate of more than 11% in the forecast period from 2021 to 2027. Tangential flow filtration is mainly used for the purification and separation of nucleic acids, antibodies, recombinant proteins and other biological molecules. The world's major participants include Danaher, Merck millipore and sedolius.
Investment advice
It is suggested to pay attention to: Tofflon Science And Technology Group Co.Ltd(300171) , senson international, Truking Technology Limited(300358) , Focused Photonics (Hangzhou) Inc(300203) , cobart, etc.
Risk tips
Risk of orders falling short of expectations; R & D is less than expected risk; Risk of increased competition; Policy supervision risk, etc.
