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RE:Nucleic acid testing market leading giants to grab food prices are expected to be significantly redu
"200178 published on 2020-04-29 09:10:52
The application market of nucleic acid detection is further expanded.On April 19, the joint prevention and control mechanism of the state council issued the "notice on further improving the work related to novel coronavirus testing during the epidemic" (hereinafter referred to as the "notice"), which put forward new requirements on improving the laboratory testing capacity of novel coronavirus and carrying out novel coronavirus testing in accordance with laws and regulations. At present, Beijing, shenzhen, heilongjiang, henan and other places began to implement the notice requirements, one after another open to the public novel coronavirus testing.Industry insiders revealed to reporters, nucleic acid testing application of the scope of expansion, will help the relevant listed company performance growth. Spurred by the above news, data from flush showed that since February 3, up to April 27, 13 in vitro diagnosis concept stocks range up more than 30%. Daan gene and other four companies in the range of more than 60%.Price is a key indicator that affects the total market value of a product. On April 26, hubei provincial medical insurance bureau issued a document, the province of novel coronavirus detection reagent centralized procurement of the proposed results announced, nucleic acid detection kit to choose an average price of 80%."Now the market price is transparent, if hubei province nucleic acid detection kit price reduction, other provinces and cities are expected to follow." Shi lichen, founder of Beijing dingchen medical management consulting center, told reporters that since the outbreak, the price of nucleic acid testing products has gone up. The reduction is larger, but also to focus on the enterprise price is how much the starting price. In addition, the fight against the epidemic has entered the second half, the main application of domestic nucleic acid testing is prevention, which also leads to the expansion of the application of nucleic acid testing, coupled with the surge in overseas market demand, nucleic acid testing companies will continue to benefit.The second half of the warOn April 26, in the state council joint prevention and control mechanism on strengthening the quality control of medical control materials export held a press conference, wang shucai, deputy director of the medical device supervision department of the state food and drug administration, said that currently a total of 30 novel coronavirus detection reagents have been approved, with a daily production capacity of 9.025 million people.The reporter learned from the state food and drug administration website, up to April 27 has approved the registration of novel coronavirus detection products a total of 31, including nucleic acid detection reagent 19, antibody detection reagent 11. With the development of overseas epidemic, the nucleic acid testing products of many listed companies have gone abroad."The outbreak spread overseas, the company has received from Italy, France, Spain, the Philippines, Thailand, Pakistan and other dozens of countries and regions novel coronavirus nucleic acid testing reagent urgent procurement needs," said the person in charge of shengxiang biological said.On April 17, sanofi announced that it had received notification from the United States food and drug administration (FDA) that the company's novel coronavirus antibody detection kit (colloidal gold method) was granted market access in the United States. "According to the policy issued by the FDA on March 16, 2020, companies can obtain market access in the United States by providing the required information and receiving the FDA's confirmation for novel coronavirus antibody detection reagent," sannol's secretary for President angguo huang told reporters. "But the FDA is much more focused on monitoring products after the fact, and if something goes wrong, it's going to cost you a lot of money, so if you don't have enough confidence in your product, you're not going to be able to get it on the market in the United States."The expansion of the scope of nucleic acid testing has also boosted the performance of relevant listed companies. For example, the company's first-quarter results report showed that due to the surge in sales of new crown detection reagent, the company's operating revenue reached 200 million yuan from January to march, up 276.21% year on year. The company forecasts that the cumulative net profit in january-june 2020 will have a large increase compared with the same period last year.Internet e-commerce platform joinedWith the expansion of nucleic acid detection scope, a number of Internet e-commerce platforms have also joined the second half of anti-epidemic.The reporter learned from ali health, alibaba announced on April 27, the United States health Tmall flagship store, aikang guobin Tmall flagship store and dean health check Tmall flagship store and other partners to open a new coronal acid testing group reservation green channel, to help small and medium-sized enterprises to resume production. On April 24, juhuasuan.com, a subsidiary of alibaba, launched the "new corona nucleic acid testing" service with a subsidy of 10 billion yuan. The lowest price after the subsidy is 99 yuan.On April 24, the us-listed Internet medical and health platform 1pharmacy.com and the third-party medical testing agency, adicam, launched the new corona nucleic acid testing appointment service in 13 cities, 24 hours can get the electronic report.In the eyes of industry insiders, the Internet platform has cooperated with in vitro diagnosis companies to make online appointment and then take samples at designated sites to maximize the convenience of convenient detection and significantly improve the detection volume.Price is one of the factors that should be considered for nucleic acid testing in the general population. According to the reporter comb found that many places for nucleic acid detection and other prices were published, the price is in 60 yuan to 260 yuan. For example, jiangsu provincial medical insurance bureau issued the notice on the price of some newly added and improved medical service items on April 8, in which novel coronavirus antibody detection (including total antibody, IgM and IgG) was newly added and the price was 80 yuan/item. Novel coronavirus nucleic acid detection (PCR), the price is 240 yuan/time; During hospitalization, the fee for novel coronavirus nucleic acid testing shall not exceed 480 yuan/person.However, in the trend of centralized procurement, prices are expected to fall.On April 26, hubei provincial medical insurance bureau issued "hubei novel coronavirus detection reagent centralized procurement results announced the nucleic acid detection kit to choose an average price reduction of 80%".According to the above article, a total of 19 enterprises participated in the centralized procurement of novel coronavirus nucleic acid detection kit and novel coronavirus antibody (IgM, IgG) detection kit, 6 enterprises to be selected, including 4 nucleic acid detection kit, 2 antibody detection kit. The results showed that the proposed price of nucleic acid detection kit decreased by 81% compared with the provincial average purchase price at the end of March 2020. The proposed price of antibody (IgM, IgG) detection kit decreased by 72% compared with the provincial average purchase price at the end of March 2020. According to the current statistics of the largest daily nucleic acid detection volume of 89,000 people in the province, the reduction of the purchase price of nucleic acid kits alone can save 8 million yuan of medical expenses per day."The nucleic acid kit is only one part of the cost of testing, but there are many other steps involved in nucleic acid testing, which are also charged." Shi lichen told reporters, whether can reduce the overall cost of nucleic acid testing, still need to see."