The export of domestic vaccines to the international market has made progress one after another.
On May 21, Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) . SZ, hereinafter referred to as ” Walvax Biotechnology Co.Ltd(300142) “) 13 valent pneumococcal polysaccharide binding (hereinafter referred to as “13 valent pneumonia vaccine”) shipped the first batch of 1 million doses to Morocco.
The reporter of China business daily learned that in Yuxi Watson Industrial Park, the planned annual production capacity of 13 valent pneumonia vaccine (trade name “woanxin”) and preparation is 30 million doses (stock solution + sub packaging). At present, the production is still further expanded to meet the demand of the product for export to the international market in the future.
Walvax Biotechnology Co.Ltd(300142) said that it would further promote cooperation with the World Health Organization, international institutions and foundations in the future, and strive to become a supplier of vaccine bulk procurement platform with all listed products passing who-pq certification and meeting international quality standards.
Coincidentally, on May 11, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ( Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) . Sh, hereinafter referred to as ” Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) “) announced that its bivalent human papillomavirus vaccine (E. coli) (hereinafter referred to as “bivalent HPV vaccine”) had obtained the marketing license in Morocco.
For the overseas sales plan of related products, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) Securities Department staff member surnamed Zhao told our reporter that the company’s bivalent HPV vaccine (trade name “Xinkening”) is only approved for overseas listing, so it is not convenient to respond to the content of overseas listing and sales for the time being.
When we return to China, HPV vaccine faces fierce market share competition. In this regard, the above staff member surnamed Zhao told reporters that HPV vaccine is still basically in short supply, and Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ‘s strategy is to make relevant preparations and improve production arrangements on the basis of existing production capacity to meet public demand.
outward expansion
On May 12, Walvax Biotechnology Co.Ltd(300142) announced that the holding subsidiary Yuxi Walvax Biotechnology Co.Ltd(300142) Technology Co., Ltd. (hereinafter referred to as “Yuxi Watson”) received the first purchase order of 1 million doses of 13 price pneumonia vaccine in Morocco.
In April 2021, Yuxi Watson and its Moroccan partner reached cooperation, and the two sides signed an exclusive distribution agreement on the finished product import, distribution, sales, technology transfer and stock solution supply cooperation business of the 13 price pneumonia conjugate vaccine produced by Yuxi Watson in Morocco. According to the announcement, the sales volume of 13 valent pneumonia vaccine in Morocco in 2021 is predicted to be 2 million doses.
One year after signing the contract, Walvax Biotechnology Co.Ltd(300142) received the first purchase order of the above cooperation agreement. “This purchase order from Morocco is in line with the company’s comprehensive internationalization strategy and is an important step in the international marketing of the company’s 13 price pneumonia conjugate vaccine. The sales of 13 price pneumonia conjugate vaccine in Morocco will have a positive impact on the company’s business performance,” he said
In recent years, with the vigorous development of China Meheco Group Co.Ltd(600056) biological industry, under the foundation of innovation strength and product quality, “going to sea” has become the direct goal of many biomedical enterprises.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) said that the Moroccan listing license is the first overseas listing license for the company’s bivalent HPV vaccine, which indicates that the product can be officially exported to Morocco, which will have a positive impact on the company’s development of the international market and further enhance the international competitiveness of the company’s products.
It further said that at present, the global production capacity of HPV vaccine is insufficient and the market demand is large Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) bivalent HPV vaccine currently has an annual production capacity of 30 million. In the future, the company will increase the production capacity according to the market demand. The relevant production capacity will give priority to ensuring the demand of the Chinese market, and the relevant export sales will not have a significant adverse impact on domestic sales.
It is disclosed that Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) has applied for the registration of bivalent HPV vaccine in Morocco, Thailand, Nepal, Kazakhstan, Indonesia, Malaysia, Cambodia, Kenya and other countries since October 2021.
China racing
Behind the domestic vaccine seeking overseas market opportunities, the competition in the Chinese market tends to be white hot.
In September 2021, the dual carrier 13 valent pneumococcal polysaccharide conjugate vaccine (trade name “Weimin Feibao”) developed and produced by Beijing minhai Biotechnology Co., Ltd., a wholly-owned subsidiary of Shenzhen Kangtai Biological Products Co.Ltd(300601) ( Shenzhen Kangtai Biological Products Co.Ltd(300601) . SZ), obtained the drug registration certificate. So far, Shenzhen Kangtai Biological Products Co.Ltd(300601) is the third enterprise in the world to obtain the 13 price pneumonia vaccine drug registration certificate.
Since December 2021, Shenzhen Kangtai Biological Products Co.Ltd(300601) of the 13 valent pneumonia vaccine has been started in many places. Up to now, China’s 13 price pneumonia vaccine market has formed a competition pattern of “Peier”, “Wo Anxin” and “Weimin Feibao”.
At the same time, according to the clinical trial data of Lanzhou Institute of biological vaccine, the price of Aimei’s products from 2013 to 20285 has been started successively. In addition, in December 2020, the 15 valent pneumococcal conjugate vaccine of Chongqing Zhifei Biological Products Co.Ltd(300122) ( Chongqing Zhifei Biological Products Co.Ltd(300122) . SZ) entered the phase III clinical trial.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) in the field of HPV vaccine, the entrants are also gaining momentum.
On March 28, 2022, Walvax Biotechnology Co.Ltd(300142) announced that the holding subsidiary received the drug registration certificate of bivalent human papillomavirus vaccine (Pichia pastoris) (trade name “wozehui”) on March 22. According to its disclosure, the product has been developed for 17 years. In addition to the bivalent HPV vaccine, the company’s nine valent HPV vaccine has also been in the stage of clinical research. At present, preparations for phase III clinical research are being carried out.
Ruike Biology (2179. HK), which was listed on the Hong Kong Stock Exchange on March 31, disclosed in its prospectus that its two bivalent HPV vaccines have entered phase I clinical research, tetravalent HPV vaccines are about to enter clinical research, and jiuvalent HPV vaccine products have entered phase III clinical stage.
In addition, according to insight data, up to now, the four valent HPV vaccine of Beijing Institute of biological products and the nine valent HPV vaccine products of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Kangle guard have entered phase III clinical trials.
According to the report released by China Commercial Industry Research Institute, in the competition pattern of HPV vaccine market in China in 2021, the market share of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) bivalent HPV vaccine accounted for 65%; The second was MSD nine valent HPV vaccine (16%); The market shares of MSD tetravalent HPV vaccine and GSK bivalent HPV vaccine are 14% and 5% respectively.
