① At present, influenza vaccines from several domestic manufacturers have been approved for the market, of which 11 manufacturers have supplied them during the 2022-2023 influenza season; ② The Zhongtai Securities Research Report points out that with the arrival of the influenza season, it is recommended to pay attention to investment opportunities for relevant testing, vaccine and drug companies.
Financial News Agency, December 2 (Editor Wei Qi) Wang Dayan, director of the National Influenza Center of the Virus Disease Institute of the China Center for Disease Control and Prevention, said that currently, during the high influenza season, influenza vaccination is still effective for people who have not been vaccinated against influenza before. It is recommended that everyone get the influenza vaccine as soon as possible. Here, I specifically point out that people over 6 months old can get the influenza vaccine. Especially for high-risk groups such as children, the elderly, and people with chronic diseases, etc., there is a high risk of getting severe illness after being infected with influenza. Vaccination against influenza can effectively reduce the risk of severe illness and death. I hope everyone will actively get vaccinated.
On November 23, according to data from China's National Influenza Center, in the 46th week of 2023, the ILI% reported by Southern Provincial Sentinel Hospital was 6.4%, higher than the previous week's level (5.5%), higher than the same period in 2020 to 2022 (3.7%, 3.4%, and 3.0%), while the ILI% reported by the Northern Province Sentinel Hospital was 6.2%, higher than the previous week's level (5.0%), higher than the same period in 2020 to 2022 (2.5%, 2.8% and 2.1%).
According to the Sino-Thai Securities Research Report, the positive influenza virus test rate continues to rise in the southern and northern provinces, which may be due to 2 reasons: ① the epidemic prevention measures over the past 2 years, such as wearing masks, have accumulated a large number of susceptible people; ② the recently popular strain is the A (H3N2) subtype, which is more infectious and has a higher infection rate.
The World Health Organization estimates that approximately 290,000-650,000 people worldwide die of influenza-related respiratory diseases each year. Every year from October to March of the following year is a season of high incidence of respiratory infectious diseases such as influenza. Getting the influenza vaccine is the easiest and most effective way to prevent influenza.
According to the components contained in the vaccine, the influenza vaccine includes trivalent and quadrivalent. The trivalent vaccine component contains A (H3N2) subtype, A (H1N1) PDM09 subtype, and one line of type B strain. The quadrivalent vaccine component contains two subtypes A and type B Victoria and Yamagata lines.
The influenza vaccines approved for marketing in China include trivalent inactivated influenza vaccine (IIV3), quadrivalent inactivated influenza vaccine (IIV4), and trivalent live attenuated vaccine (LAIV3). At present, several domestic manufacturers have approved influenza vaccines for the market. Among them, 11 manufacturers have supplied them during the 2022-2023 influenza season; several other pipelines are in the clinical stage.
Trivalent influenza virus lysis vaccine: Currently, 12 vaccines are on the market. Of these, 5 manufacturers supply them during the 2022-2023 influenza season, including Changchun Institute, Kexon Biotech, Dalian Yalifeng, Hualan Biotech, and Sanofi Pastel.
Quadrivalent influenza virus lytic vaccine: Currently, 8 types of vaccines are on the market. Of these, 7 manufacturers supply them during the 2022-2023 influenza season, including Changchun Institute, Kexon Biology, Guoguang Biotech, Hualan Biotech, Hualan Biotech, Jindick, Shanghai Institute, and Wuhan Institute. There are 2 varieties in the listing application stage, from Zhifei Biotech and Dalian Yalifeng. There are 6 clinical phase III varieties. In addition to Kangtai Biology, Kangrun Biology, and Zhejiang Tianyuan, there are also low-age pipelines from Zhifei Biology, Zhonghui Yuantong, and Kexing Biology.
Influenza virus subunit vaccine: Currently, there are 1 trivalent and 1 quadrivalent product on the market. The third price is Zhongyi Anke, and the fourth price is Zhonghui Yuantong (approved for listing in May 2023). One type in clinical phase III is Zhonghui Yuantong's low-age pipeline. One type in clinical phase II is the lower age group pipeline of the Changchun Institute.
Live attenuated freeze-dried influenza vaccine: Currently, 1 model is on the market, from Baig Biotech. Another hundred gram biotech liquid dosage line is in phase II clinical phase.
In terms of market share, according to data from the Huajing Industrial Research Institute, there were 459 influenza vaccine batches throughout 2022. Of these, 103 batches of the Hualan vaccine influenza vaccine were issued, accounting for 22%, ranking first in the industry, including 77 batches of quadrivalent influenza for adults, 14 batches for children, and 12 batches of trivalent influenza vaccine. The proportion of Kindick influenza vaccine issued batches was about 15%, ranking second; furthermore, no other company accounted for more than 10%.
According to the Sino-Thai Securities Research Report, influenza is not the same as a common cold, and the infectious hazards during the high season cannot be ignored. With the arrival of the influenza season, it is recommended to pay attention to investment opportunities for relevant testing, vaccine, and drug companies. ① Influenza testing: Antu Biotech, Wanfu Biology, Fosun Diagnosis, Mike Biotech, etc.; ② Influenza Vaccines: Hualan Biography/Hualan Vaccine, Baike Biotech, Jindick, Fosun Pharmaceuticals, etc.; ③ Influenza Drugs and Industry Chain: Nanxin Pharmaceutical, Dongguang Pharmaceutical, Notai Biotech, Borui Pharmaceutical, Zhongsheng Pharmaceutical, Shanghai Pharmaceutical, Colon Pharmaceutical, Shiyao Group, Shuanglu Pharmaceutical, etc.