Main points:
Scientific development has changed people's understanding of the pathogenesis of chronic gastropathy. At present, Hp infection has been recognized as an important cause of chronic gastritis and gastroduodenal ulcer, but Hp chemotherapy is easy to relapse after drug withdrawal, and drug-resistant strains are gradually increasing, which greatly limits the clinical application of the commonly used "triple therapy". Vaccine is expected to be one of the most effective and promising methods to prevent and cure Hp infection.
Chongqing Kangwei, a subsidiary of Yueyang Xingchang, has successfully developed Helicobacter pylori vaccine with unique intramolecular adjuvant for more than ten years. The clinic was completed in 2007 and the new drug certificate was obtained on April 13, 2009. It is the world's first stomach disease vaccine new drug certificate.
Hp vaccine has a broad market demand, but because it is the demand analysis of the future product market, we use scenario analysis, and give the possible market size of the company in both optimistic and conservative cases. However, investors should note that as there is still a process between obtaining the new drug certificate and putting it into production, what is more crucial is that the amount of investment and marketing methods to be adopted for new drugs in the future have not been decided. Therefore, we cannot predict how long it will take for the company's vaccine products to reach the expected scale. 5, because the company has obtained the world's first new drug certificate for gastropathy vaccine, while similar products of other competitors are still in the laboratory research stage, so the company's exclusive advantage will be maintained for a long time. And we have not done an analysis of the company's existing business, so we can not give clear investment advice in the short term. However, for a product with a huge market prospect, when the market forms a clear expectation, it is often not a good investment opportunity. Therefore, we actively follow and follow the sales performance of the company's vaccine products after the launch.
