Original title: Analysis of the current development status of China's rotavirus vaccine industry in 2022. A good competitive landscape can still be maintained in the medium and short term. 1. Overview of the rotavirus vaccine industry 1. Characteristics of RV epidemic Diarrhea is

Original title: Analysis of the current development status of China's rotavirus vaccine industry in 2022. A good competitive landscape can still maintain "picture"

1. Overview of the rotavirus vaccine industry

1, RVPreval characteristics

1, RVPreval characteristics

Diarrhea is the second largest cause of death in the world among children under 5 years old after lower respiratory tract infection . Rotavirus (Group A rotavirus) is that almost every child has RV infection ≥1 times before the age of 5. Among the deaths caused by rotavirus gastroenteritis (RVEG) in Chinese children under 5 years old, the proportion of deaths caused by diarrhea is 35%. The epidemic characteristics of RV in my country are as follows:

my country Rotavirus epidemic characteristics

Source: CNKI, compiled by Huajing Industry Research Institute

2, Rotavirus vaccine technology development history

Rotavirus vaccine has undergone three generations of technological development. The monovalent rotavirus vaccine of Lanzhou uses the first generation technology, directly cultures the rotavirus of animals (such as cows and monkeys) and vaccinates it on humans. The effect is not very good, and it is no longer used abroad. In foreign countries, Merck and GSK have launched their respective pentavalent rotavirus vaccines, both of which are processed and produced using genetic engineering technology.

Rotary vaccine third-generation technology development

Source: CNKI, Yaozhi.com, compiled by Huajing Industry Research Institute

2. Rotavirus vaccine industry development background

1. Policy background

1. Policy background

The main policies on the biological vaccine industry at the national level can be roughly divided into two categories: "standardization class" and "support class". In recent years, under the positive guidance of national laws and regulations, my country's vaccine industry has made rapid progress, and more high-quality enterprises have thrived in a clear political environment and invested a lot of resources in the research and development of new products under the attractiveness of the huge market.

Related policies of the Rotavirus vaccine industry

Source: Websites of various government departments, compiled by Huajing Industry Research Institute

2, Social background

The size of the population base is one of the important parameters to measure the scale of the vaccine market. Under certain economic conditions, the larger the population base, the more vaccine demand will be. The more demand, the larger the market size. According to statistics, as of 2021, my country's population has increased to 1.413 billion, accounting for about 20% of the global population. In 2021, the number of newborns in my country will be 10.62 million, and with the official implementation of my country's three-child policy starting from July 2021, the increase in the number of newborn children will further increase the demand in the vaccine market in the future. Based on this, it is inferred that in the near future, the large amount of potential demand in the domestic second-class vaccine market will be further released, creating huge opportunities.

Statistics on the number of population and births in China from 2010 to 2021

Source: National Bureau of Statistics, compiled by Huajing Industry Research Institute

III. Analysis of the development status of China's rotavirus vaccine industry

From the batch issuance data, the pentavalent rota vaccine has driven the continuous expansion of the rota vaccine market since it was launched. Merck's RotaTeq (round stop) has significant competitive advantages. According to statistics, in 2021, Merck's oral pentavalent rotavirus vaccine has been approved for issuance of 7.31 million doses, a growth rate of 83% over the 3.99 million doses in 2020. As of April 30, 2022, 45 batches were issued in Lanzhou Soloteway, with an estimated number of approximately 2.41 million doses, and 44 batches of Merck's oral pentavalent rotavirus vaccine were issued in batches, with an estimated number of approximately 3.66 million doses, maintaining a good growth trend.

2017-2021 China's rotavirus vaccine batch issuance

Source: China Inspection Institute, compiled by Huajing Industry Research Institute

IV. Analysis of the competitive landscape of China's rotavirus vaccine industry l6

1, the rotavirus vaccine approved for marketing in China,

, currently, there are only two RV vaccines approved for marketing in my country: the live oral rotavirus vaccine (RotaTeq) developed by Lanzhou in 2001, and the Merck oral five-valent reassembled rotavirus live attenuated vaccine (RotaTeq) launched in 2018. RotaTeq only covers the single type G10P[15] and requires oral dose once a year. In comparison, RotaTeq has more advantages in both coverage type and vaccination procedures.

Rotavirus vaccine approved for marketing in my country

Source: State Food and Drug Administration, compiled by Huajing Industry Research Institute

2, the rotavirus vaccine being developed in China

From the perspective of the under-research pipeline, there are currently multiple rotavirus vaccines in my country, among which the fastest progress is the trivalent rotavirus vaccine from Lanzhou Institute, which is in the declaration and production stage, covering three types of G2, G3, and G4, but they all coincide with RotaTeq. It is expected that the impact on RotaTeq will be less after launch. A good competitive landscape can still be maintained in the short and medium term.

Overview of domestic rotavirus vaccine under development

Source: Company announcements, compiled by Huajing Industry Research Institute

5. Development trend of China's rotavirus vaccine industry

Although the epidemic of rotavirus in my country is low in incidence and mortality, there are many deaths . The detection rate among hospitalized diarrhea cases is high and economic losses are huge. The disease burden of rotavirus in my country is still serious. my country has a relatively complete rotavirus surveillance system for estimating the disease burden of rotavirus and the use and evaluation of vaccines, but only by correlating with children's rotavirus vaccination information can it play a greater role after the vaccine is launched. An active intussusception monitoring system should be established as a supplement to my country's AEFI monitoring system to target the assessment of the safety of rotavirus vaccine. Currently, the two marketed vaccines RV5 and LLR in my country face different problems, and more research is needed to discuss them to make the vaccine play a better role.

At present, more than 100 countries around the world have included rotavirus vaccines in National Immunization Program , and the included countries can see that the disease burden of rotavirus has dropped significantly. In my country, the rotavirus vaccine is a non-immunization program vaccine and still requires voluntary vaccination at your own expense. In 2020, my country's rotavirus vaccine was used in children in my country about 9 million times, and the vaccination rate was relatively low. The lack of high-quality economic evidence is considered one of the important reasons that hinder its entry into immunization programs. Research shows that by reducing vaccine prices and developing or adopting rotavirus vaccines with better effectiveness, promoting the inclusion of rotavirus vaccines into my country's immunization plan has important practical and policy significance for improving the health level of children in my country and promoting the public welfare and health equity of vaccination.

Original title: Analysis of the current development status of China's rotavirus vaccine industry in 2022. A good competitive landscape can still maintain the "picture" in the medium and short term. Huajing Industry Research Institute conducted an in-depth analysis of the current development status of China's rotavirus vaccine industry, the upstream and downstream industrial chains of industry , the competitive landscape and key enterprises, etc., to minimize the investment risks and operating costs of enterprises and improve the competitiveness of enterprises; and use a variety of data analysis technologies to predict the development trends of the industry so that enterprises can seize the market opportunities in a timely manner; for more detailed content, please pay attention to the "2022-2027 China Rotavirus Vaccine Industry Market Panoramic Assessment and Development Strategic Planning Report" published by Huajing Industry Research Institute.