Recently, the National Development and Reform Commission issued the Notice of the General Office of the National Development and Reform Commission on the Formulation of 14 National Immune Planning Vaccine Prices for Recombination of Hepatitis B Vaccine (hereinafter referred to as the “Noticeâ€), according to the notification, including the recombinant hepatitis B vaccine. 14 national immunization programs including polio attenuated live vaccine sugar pills, baibai broken combination vaccine, measles attenuated live vaccine, sputum triple attenuated live vaccine, and live attenuated Japanese encephalitis vaccine. The ex-factory price of the vaccine has been lowered to varying degrees.
The Tiantan biological influence has exceeded 100 million
The reporter of the "Medical Economics News" learned that the National Development and Reform Commission held an expert review meeting on the price reform of the planned immunization drugs on May 15 this year, and issued a drug price reduction notice in August to reduce the price of 14 planned vaccines. The reporter saw that among them, the price reductions of M. striata and M. sinensis were relatively large, down by 35% and 47% respectively. In the interview, the industry believes that this will result in a relatively large company producing such vaccines. Tremendous influence.
As a company that currently has a planned immunization variety zui, Tiantan Biology may be affected by the "Notice". After the outbreak of SARS in 2003, the annual growth rate of the vaccine market reached about 15%, and Tiantan Biological accounted for more than 50% of the domestic vaccine market, and sales have remained slightly higher than the overall growth rate of the industry. Secondly, the performance of Liaoning Chengda and Hualan Biology will also be affected by price cuts, but the fluctuations are small.
It is reported that as a subsidiary of China Biotechnology Group Corporation, which specializes in the research, production and management of biological products such as vaccines, blood preparations and diagnostic products, Tiantan Biological is an important production base for national immunization planning vaccines. The company's business is mainly divided into vaccines and blood products. From 2003 to 2007, the compound growth rate of the company's vaccine products reached 17.66%, and the compound growth rate of blood products reached 13.55%.
“Although the business structure of Chengdu Rongsheng has been adjusted, the company’s business structure has been adjusted, but the planned immunization vaccine is the main source of profit for Tiantan Biological Company.†Zhou Rui, a researcher at Haitong Securities, pointed out that Tiantan’s biological performance was affected by the “Noticeâ€. Zui big. Although the state has increased vaccination investment to increase the national immunization coverage rate, the company may have a large increase in the amount of corresponding products in the next few years. However, the downward adjustment of the ex-factory price of vaccine will inevitably affect the gross profit margin of products.
Tiantan Biology recently announced that due to the price adjustment of various vaccines, the company's income will be reduced by more than 100 million yuan. According to the announcement, according to the notice of the National Development and Reform Commission on the ex-factory price of vaccines, the ex-factory price of the company's measles, mumps, rubella triple attenuated live vaccine and measles and rubella combined live attenuated vaccine products has been greatly reduced; polio attenuated live vaccine sugar The ex-factory price of the pill and group A meningococcal polysaccharide vaccine has been greatly increased; the ex-factory price of the remaining products has changed within 20%. According to the company's regular production plan, the "Notice" will lead to a reduction of more than 100 million yuan in the company's main business annual income; as the company's 2009 annual planned immunization product bidding work has basically ended, the notice has little impact on the performance of the current year.
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