Issuance of key vaccine batches: some traditional vaccine varieties have declined due to covid-19 epidemic and covid-19 vaccination, and HPV vaccine, 13 valent pneumonia vaccine, human diploid rabies vaccine and other products have increased against the trend.
Multiple vaccine: quadruple vaccine and quintuple vaccine have declined. In 2021, Shenzhen Kangtai Biological Products Co.Ltd(300601) quadruple vaccine batch issued 42 batches (- 18%) and 22q1 batch issued 4 batches (- 69%); Sanofi Pasteur five linked vaccine batch issued 67 batches (- 15%) 22q1 batch issued 20 batches (+ 100%). Due to the invalidation of the drug registration number of Sanlian vaccine, there is no batch issuance data after July 2019.
Pneumonia vaccine: in 2021, 104 batches (+ 51%) of 13 valent pneumonia conjugate vaccine were issued, and 25 batches (- 7%) of 22q1 were issued; In 21 years, Pfizer issued 59 batches (+ 119%); 77 batches (- 44%) of 23 valent pneumopolysaccharide vaccine were issued, 9 batches (- 71%) were issued in 22q1, of which 10 batches (- 68%) were issued in Shenzhen Kangtai Biological Products Co.Ltd(300601) batch Walvax Biotechnology Co.Ltd(300142) batch issued 9 batches (- 84%).
HPV vaccine: in 2021, a total of 253 batches (+ 143%) of HPV vaccine were issued. 173 batches (+ 257%) of bivalent HPV vaccine were issued, 163 batches (+ 254%) of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) batch and 5 batches (- 71%) of GlaxoSmithKline were issued; 38 batches (+ 23%) of moshadong tetravalent HPV vaccine were issued; 42 batches (+ 75%) of methadone nine valent HPV vaccine were issued. The total wholesale batch of 2022q1hpv is 94 batches (+ 185%).
Herpes zoster vaccine: five batches (- 71%) of herpes zoster vaccine were issued in 2021, and no batch was issued in 22q1. In April 2020, GlaxoSmithKline herpes zoster vaccine was approved and issued for the first time.
Influenza vaccine: 116 batches (+ 12%) of trivalent influenza vaccine were issued in 2021, and 5 batches were issued in 22q1; The batch data of tetravalent influenza vaccine were 278 batches (+ 53%), and one batch (- 92%) was issued in 22q1.
Rotavirus vaccine: 190 batches (+ 9%) of rotavirus vaccine were issued in 2021, and 67 batches (+ 97%) in 22q1.
Nasal spray influenza vaccine: 25 batches (+ 150%) were issued in 2021, and no batch was issued in 22q1.
Batch issuance of other major vaccine varieties:
The batch issuance of human rabies vaccine fluctuated greatly in recent years, and the batch issuance recovered in 2021, with a total of 977 batches (+ 11%); 22q1 batch issued 196 batches (+ 28%). The number of batches of varicella vaccine issued has increased steadily in recent years, with 471 batches issued in 2021 (+ 22%); 22q1 batch issued 86 batches (- 5%). Hib vaccine batch issuance declined, with 76 batches (- 19%) issued in 2021; 22q1 batch issued 1 batch (- 95%). The batch issuance of enterovirus vaccine has increased, with a total of 150 batches (+ 14%) in 2021; 22q1 batch issued 21 batches (- 43%).
Investment suggestions:
In 2021 and 2022q1, China’s vaccine batch issuance was greatly affected by the covid-19 epidemic and the centralized vaccination of covid-19 vaccine. The batch issuance data of most varieties decreased, but some heavy varieties such as HPV vaccine and 13 valent pneumonia vaccine still increased rapidly. Nine batches of HPV (+ 75) batch of HPV 122) tacit price, batch of HPV 42 batch of HPV ; Acting as the agent of methadone pentavalent rotavirus vaccine, 86 batches (+ 79%) were issued Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) bivalent HPV vaccine achieved 163 batches (+ 254%) The Shenzhen Kangtai Biological Products Co.Ltd(300601) DPT Hib quadruple vaccine was issued in 42 batches (- 18%), and the 22q1 Kangtai 13 valent pneumonia vaccine was issued in 12 batches Chengdu Kanghua Biological Products Co.Ltd(300841) human diploid cell rabies vaccine was issued in batches of 60 batches (+ 7%) in 2021 and 24 batches (+ 300%) in 22q1 Chengdu Olymvax Biopharmaceuticals Inc(688319) adsorbed tetanus vaccine was issued in 42 batches (-13%) North China Pharmaceutical Company.Ltd(600812) the 102 batches of hepatitis B vaccine issued by King Tan company (-23%). Changchun Bcht Biotechnology Co(688276) varicella vaccine batch issued 145 batches (+ 4%); Nasal spray influenza vaccine was issued in 25 batches (+ 150%) Hualan Biological Engineering Inc(002007) trivalent influenza vaccine was approved and issued in 6 batches (- 45%), and tetravalent influenza vaccine was approved and issued in 94 batches (+ 9%).
Focusing on the following: ‘s Chongqing Zhifei Biological Products Co.Ltd(300122) Liaoning Chengda Biotechnology Co.Ltd(688739) , North China Pharmaceutical Company.Ltd(600812) etc.
Risk warning: vaccine research and development is not as expected, policy change risk and vaccine product safety risk.
