What is the industry outlook for the vaccine cold chain

The news of the new crown vaccine clinical smooth progress has stimulated the popularity of the vaccine cold chain industry. Recently, Intec Group stopped rising for 7 consecutive days in Macau four consecutive boards Kasikorn, Binglun Environment, Snowman stock, Haier Biologicals and other rising significantly.

What is the outlook for the industry?

To date, the domestic vaccination of HPV vaccine, influenza vaccine and other products are partially vaccinated, part of the supply system is oppressed . Take the HPV vaccine as an example, the vaccine is on the market, from preparation to vaccination need to wait in line for half a year, netizens call it more difficult to grab a limited edition lipstick. The supply system can also be imagined after the launch of the new crown vaccine.

The reasons are many. In addition to the vaccine manufacturer's production capacity, the vaccine supply chain system is indeed very complex.

First, the vaccine goes down the production line into the vaccine freezer at the manufacturing plant. Trucks transport the vaccines from the vaccine freezers to the freezers at the CDCs for safekeeping, and vaccination centers pick up the vaccines from the CDCs' freezers according to actual demand, and vaccination centers also have small freezers to keep the vaccines in. The source said the goods are delivered twice a month from the CDCs to the vaccination centers.

In response to the new Crown pneumonia vaccine, British pharmaceutical giant AstraZeneca's CEO Pascal Soriot said in an interview with ABC Business that most companies aim for two injections for the first vaccine, and that in combination with AstraZeneca's understanding of the technology used for SARS, it is assumed that immunity to the vaccine may last for 12 or 18 months.

This means that if a new coronavirus persists for a long time, the public would need to be vaccinated twice every 1 year or 1 . The vaccine would need to be administered twice in five years. If this is the case, the production and storage of the vaccine, cold chain transportation, and terminal vaccination are new challenges. The above source commented.

One comes from the hardware, specifically a certain control of temperature. Vaccine products should be stored at a constant temperature between 2°C and 8°C, beyond which the activity of biological agents such as proteins can be affected. Even 1.9°C will not work. Vehicles are subject to various conditions during transportation, such as bumps, but the temperature must be constant. This is different from delivering eggs and cold drinks. The above industry sources said.

The second is from the software system. In order to strengthen the safety supervision of vaccine transportation, the Vaccine Law stipulates the monitoring of the vaccine cold chain process and the management of related data. Each device in the transportation cold chain must be equipped with satellite positioning and temperature sensing devices, real-time data upload and record, and establish a traceability system.

So, in addition to traditional refrigeration and storage equipment, the vaccine supply chain uses a large number of sensors and information systems, which is actually the concept of the Internet of Things (IoT), which must be interfaced with vaccine companies, transportation companies, disease countermeasures centers, and vaccination points, and cannot be formed in the short term.

In addition, the vaccine freezing chain from the point of view of the equipment used, and medical freezers, low-temperature transportation boxes, logistics vehicles and other hardware. The above people pointed out that the first two are medical equipment, companies need to be licensed, the licensing process takes at least a year of medical logistics vehicles in 80% of the market has been controlled by leaders such as Sinopharm.