“The current market penetration of non-invasive prenatal screening is only 2 to 3 percent. Under normal circumstances, the market penetration rate of a mature product should be 20% to 30%, which means that it is ten times more. Market space, from this perspective, non-invasive testing has just begun." Cai Dajian, chairman of Gao Tejia Investment Group, which focuses on investment in the medical and health industry, said.
The Chinese version of " precise medical care " is accelerating
From the just-concluded Summer Davos Forum to the “13th Five-Year Plan†of the medical service industry that is being prepared, the precise medical projects such as individualized cancer treatment and genetic testing have once again been put on the agenda, and industry insiders expect that in the future. In the two months, the Chinese version of "precise medicine" is expected to usher in the "policy red envelope rain."
New technology does not mean old technology has to go
However, in the industry, the sudden outbreak of genetic testing-related companies has caused doubts in the market: in many companies, as long as they buy a machine, they can conduct genetic testing. The cost and entry threshold seem to be very low, and they are facing malignancy. competition.
“The market size related to the inspection industry is still changing dynamically. From the perspective of third parties, the market is not particularly large, independent of the testing business outside the hospital. The market size of more than 100 million yuan is mainly due to the acceptance of some hospitals. Special inspection project." Cai Dajian said that the current national testing market is about 100 billion yuan, of which the majority of the business from the top three hospitals.
“For our industrial investment, upstream and downstream companies related to testing are now paying attention. There are some cutting-edge companies that we need to pay attention to. This may be the future trend, but for some traditional testing projects, we will also vote because it The market coverage will be very large." Cai Dajian added.
In the bull market, investors like "high-end projects on the feng shui", with conceptual support, the secondary market will be realized very quickly; but when the stock market plunges, investors will find that it is still a profitable project.
"This emerging market is somewhat exaggerated. At present, the most used in the market is immune and biochemical means. Molecular genetic diagnosis is still something of the future. The industry still has a process of pushing up. If new technology does not mean old, Being eliminated, there is a cost issue here." Cai Dajian said.
Next explosion point
As the first specific project to release genetic testing, non-invasive prenatal screening has stood out from thousands of genetic testing projects and was first commercialized.
Non-invasive DNA prenatal screening, which takes 3 to 5 ml of peripheral venous blood during a specific pregnancy period of pregnant women, and uses a new generation of DNA sequencing technology to sequence free DNA fragments in plasma to determine the risk of fetal-related chromosomal diseases. . In January of this year, the National Health and Family Planning Commission announced the first batch of 109 clinical pilot institutions that can conduct non-invasive prenatal screening. Since the fetal condition can be predicted in advance, the pilot was immediately ignited by the market after it was released.
At present, the largest testing companies in the market are Huada Gene, Berry and Kang, and Annoyouda. The hospitals that have obtained the “licenses†of the Health Planning Commission will send them to these inspection agencies for genetic testing. The inspection agency reports, and then divides the profit with the hospital. In the market, it does such a non-invasive prenatal test, and the cost is about 2,500 yuan.
"More and more enterprises are entering the ranks of non-invasive prenatal screening, and low cost has promoted the development of the industry. If only one company does, it cannot become a market," said Liang Junbin, chief operating officer of Annoyouda.
"But the market is still far from certain. In fact, there are still many hospitals that have obtained national licenses. The strength of the hospital has not yet broken out. So although many companies are doing it and there are giant companies, the market structure is still far from certain." Liang Junbin said.
For testing companies, the most tempting is far from non-invasive prenatal screening. The reporter noted that at the National Cancer Congress last year, precision medicine was rarely mentioned, but this year, the same conference, the topic of precision medicine almost occupied half of the country.
"The genetic testing market for tumors is 5 to 10 times non-invasive," Liang Junbin said. "Especially in the case of drugs, targeted drugs must be genetically tested before they can be used. What we are seeing now is that Targeted drugs produced internationally are becoming more and more."
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