Three new board bio pharmaceutical fine molecular industry four potential stocksTime：2017-05-03Frome：Moxi
Global bio pharmaceutical market share continued to improve: Global biopharmaceutical sales accounted for the total drug ratio increased from 9.9% in 2007 to $13.7% in 2013. According to EvaluatePharma forecasts, the global biopharmaceutical market will continue to maintain rapid growth in the future, 2014-2020 CAGR of about 10.1%, and in 2020 reached $287 billion 140 million.
Similar to the international market, the domestic biological medicine growth also faster than the overall pharmaceutical market, 2007-2013 years of domestic biological medicine total output value by 60 billion yuan to 246 billion 500 million yuan, a compound annual growth rate of 26%, biological drugs occupied total sales ratio increased from 8.9% in 2007 to 11.1% in 2013.
Biological medicine fine molecular industry we recommend long-term each one has its own merits, recombinant protein, cell therapy, gene therapy and MAb four sub industries, stocks recommended rehabilitation, day order biology, North Rand, Ren Hui biological.
Fine molecular industry
Recombinant protein drugs into the era of long-lasting. Long acting recombinant protein has the advantages of simplicity, safety and efficacy, and after the 2000, the recombinant protein drugs have entered into an era of long-term effectiveness. 2007-2013, recombinant protein drug market grew from $63 billion 800 million to $48 billion 700 million, the compound annual growth rate of 4.6%. China's recombinant protein drugs in the high-end market to import recombinant protein drugs, domestic enterprises are actively developing long-acting insulin, growth hormone, interferon, granulocyte colony stimulating factor, etc.. With the continuous upgrading of domestic enterprises, the domestic recombinant protein products are expected to gradually replace the high price of imported products. We recommend investors to focus on rehabilitation, North Rand, Tianjie biology, biology and will be listed on the kernel of Sino US Fuyuan, Heyuan biological.
Broad prospects for stem cell industry. 2010 global stem cells market size of about $21 billion, over $40 billion in 2013, a compound annual growth rate of 23%, is expected to 2018 global stem cells market size will reach $120 billion, broad application prospects. China has established a number of stem cell industry base, including Tianjin, Qingdao, east base base base, Taizhou base, engaged in the development of stem cell technology, the establishment of stem and stem cell product development cell bank company nearly 100, has been formed from the storage upstream to downstream clinical applications form a complete industrial chain. 2010, the domestic stem cell industry market size of about 3 billion in 2013 over 10 billion, is expected to reach 30 billion in, the compound annual growth rate of more than 50%. We recommend that investors pay close attention to fine, Celera shares.
Gene therapy is becoming more mature. According to THEJOURNALOFGENEMEDICINE data, 1989-2012, the world has more than 1800 cases of gene therapy trials, including the number of cases of III clinical cases of 67 cases, the number of clinical trials of gene therapy in the United States up to 1174 cases, accounting for over 60%. At the same time, more and more large pharmaceutical companies are also beginning to get involved in the field of gene therapy drugs, gene therapy is becoming more mature. China is one of the first countries in the world to carry out clinical trials of gene therapy, in March 2004, CFDA
The official approval of the world's first anti-cancer gene therapy drugs, now and again listed. At present, the country has more than and 10 gene therapy project is in the clinical stage, about to enter the clinical trials of more than 10 projects. We recommend that investors pay attention to North Rand, Kat gene.
Monoclonal antibodies have become the mainstream of targeted therapies. Global monoclonal antibody drug market size increased from $14 billion in 2005 to $51 billion in 2010, the annual compound growth rate of 30%, accounting for more than 30% of the proportion of biological drugs, biological drugs accounted for the largest category. In the global industrial transfer and the support of national policies, under the background of the domestic drug market 2005-2013 monoclonal antibody (mAb 47.3% compound growth rate of domestic accounted from 0% to 13.3%), far higher than other medical and other sub sectors, is expected in 2020 the potential market size of up to 22 billion yuan. We believe that the overall size of the domestic monoclonal antibody market is small, fast growth, the future driven from the domestic alternative and unmet needs of rigid pull. We recommend that investors focus on public medicine. Tumor immunotherapy is a hot spot in the field of disease treatment in the next 3-5 years. Tumor immunotherapy is called following surgery, radiotherapy and chemotherapy after the fourth therapy, is "science" magazine for the 2013 ten scientific breakthroughs in the first place, it is expected that by 2025, the global cancer immunotherapy will reach $36 billion 100 million. Tumor immunotherapy including immune checkpoint monoclonal antibody therapy, adoptive cell immunotherapy: immune checkpoint monoclonal antibody therapy is the most potential anti PD1 drugs; and adoptive immunotherapy showed curative effect and lower potential better, large pharmaceutical companies in recent years began to increase investment and cooperation. At present, the domestic tumor immunotherapy is in the early stage of research and development, there is no listing of the species, in the research and development and channel reserves need to be further deepened. We recommend that investors pay attention to the unity of Kang, Tian Yuan days (to be listed).
Potential pharmaceutical companies
North rand (430047.OC) heavy gene therapy drugs in the domestic market over 3 billion. The company focused on the development of recombinant protein drugs and drug treatment, rich product line, seven products in development, four 1 class of drugs, clinical stage I, II, and III are the product layout, which heavy products of hepatocyte growth factor is expected in 2018 listed, 3 billion super market. At the same time, we expect the company's eye drops production plant by the end of 2015 before the completion of the operation, marking the company's ability to generate revenue. Our Forecast Ltd 2015-2017 revenues were 24 million, 93 million, 235 million, 2015-2017 net profit of -100 million, respectively, in the year of, 1900