Cause 1:2020 10/3, 1, the Ministry of Agriculture and Rural Affairs issued Announcement No.342, which revised the registration classification and registration data requirements of veterinary diagnostic products and loosened the veterinary diagnostic market. It is mentioned in the document that "clinical trials of in vitro diagnostic veterinary diagnostic products need not be approved, and relevant clinical trial units need not declare and accept GCP Veterinary Drug Supervision and Inspection Institute", which greatly relaxes the threshold for clinical registration of veterinary diagnostic products, and at the same time has a greater policy inclination for innovative veterinary diagnostic products and improved veterinary diagnostic products.
Cause 2: Gazelle published a report about "the fourth leg of Mindray Medical", which aroused widespread concern in the industry. It is mentioned in the report that on June 23, 2020, Mindray Medical established Shenzhen Mindray Animal Medical Technology, a wholly-owned subsidiary, with a registered capital of 200 million yuan. Its business scope includes research and development, sales and technical services of veterinary medical devices, consumables and biological products. The licensed business projects include the production of veterinary medical devices, consumables and biological products, and are officially declared in this field. Counting Mindray Medical's main business life information and support, in vitro diagnosis and medical imaging, the veterinary market is figuratively compared to the "fourth leg".
In addition, Guangzhou Wandekang Technology Co., Ltd., a wholly-owned subsidiary of Wanfu Bio, reached a strategic cooperation with Beijing Laso Biotechnology Co., Ltd. on June, 2020 10; * * * The application of POCT and gene detection in pet diagnosis.
On June/2020165438+1October1day, Shenzhen Jin Rui Biotechnology Co., Ltd. released the veterinary brand "Genvet" and a new series of professional pet diagnostic equipment, which entered the market one after another. With the continuous joining of giants, other IVD companies in the industry also feel "anxious".
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What does the veterinary diagnosis market say?
If we look at the veterinary medical device market separately, we can roughly divide this market into five market segments according to the human medical device market: medical imaging, veterinary diagnosis, veterinary consumables, monitoring and medical informatization. At present, the main tracks are medical imaging and veterinary diagnosis.
Veterinary medical imaging market: This market mainly focuses on medical imaging system products, and it is also one of the main markets that Mindray has cut into. According to related reports, Mindray had made a breakthrough in the field of veterinary instruments before setting up a special subsidiary in June+10, 5438, and released a new generation of four kinds of blood cell analyzers BC-30Vet, more than four veterinary monitoring products, and more than 10 veterinary ultrasonic products. The market is dominated by equipment, such as magnetic resonance imaging (MRI), computed tomography (CT), animal-specific hemodialysis instruments, endoscopes, phacoemulsification instruments, surgical microscopes and high-definition teaching systems, digital direct imaging systems (DR), color ultrasonic diagnostic instruments, respiratory anesthesia machines and other equipment.
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Veterinary diagnosis market: the veterinary diagnosis market is divided into veterinary diagnostic equipment and veterinary diagnostic reagents. Diagnostic equipment includes biochemical analyzer, blood cell analyzer, immune analyzer, urine analyzer, fluorescence quantitative PCR instrument and other equipment. Diagnostic reagents are one of the core elements of animal disease prevention and control and the development of veterinary science and technology. It is roughly divided into: poultry disease diagnosis kit, pig disease diagnosis kit, cattle and sheep disease diagnosis kit, pathogen diagnosis kit and mycotoxin kit. In addition, there are commonly used test strips for animals.
What are the market segments of veterinary diagnosis?
According to different attributes, the veterinary diagnosis market can be divided into animal husbandry diagnosis market, pet diagnosis market and other veterinary markets, among which animal husbandry diagnosis market and pet diagnosis market are the mainstream testing markets.
In the field of veterinary diagnostic reagents, the strength of Europe and the United States is good, South Korea has sprung up, and China is still catching up. Specialized diagnostic reagent companies are constantly emerging in developed countries, such as IDEXX Company in the United States, LSI Company in France, Anigen Company in South Korea, etc. These companies have stable diagnostic reagent products and occupy a large proportion of China's commodity market share.
The research report shows that at present, there are 35 diagnostic reagent products in China with approval numbers within the validity period, which are produced by 14 manufacturers, among which 10 enterprises have obtained GMP veterinary drug certificates. In addition, 14 diagnostic reagent products were included in the 20 17 version of veterinary drug quality standards, and two diagnostic reagent products were included in the 20 15 version of veterinary drug quality standards.
Mainstream detection technologies include antigens and antibodies for agglutination test, antigens and antibodies for hemagglutination test, allergic antigens, latex agglutination antigens, monoclonal antibodies, ELISA diagnostic kits, colloidal gold diagnostic kits, fluorescent PCR and RT-PCR diagnostic kits, virus nucleic acid extraction kits and other technologies.
Diagnosis market of animal husbandry
The main body of this market is aquaculture or animal husbandry, mainly focusing on poultry disease diagnosis, pig disease diagnosis and diagnostic reagents for cattle and sheep diseases. Buyers are farmers or relevant units of the Agricultural Bureau. The main purpose of using diagnostic reagents is to find poultry diseases and diagnose pathogenic infections in time.
Market characteristics: this market is a bit similar to the disease control market, mostly acquired by relevant units of the Agricultural Bureau or by farmers themselves. This is a big customer market, which is highly related to policies and epidemic situation.
Market capacity: related to policy and epidemic situation.
Main detection targets: avian influenza virus, African swine fever virus, foot-and-mouth disease virus, rabies virus, porcine circovirus, Brucella, porcine reproductive and respiratory syndrome virus, etc.
Major competitive enterprises:
PCR category (in no particular order): Harbin Weike, Harbin Yuan Heng, Beijing Mingrida, Beijing Bai Na, Beijing Yisenbao, Guangzhou Transocean, Harbin Guo Sheng, Hunan Guoce, Shenzhen Zhenrui, Qingdao Li Jian, Shanghai Kuailing, Wuhan Keqian, Zhongmu Industry, etc.
Antigen and antibody (in no particular order): Zhongmu Industry, Ruipu Bio, Wuhan Keqian, Harbin Guo Sheng, Harbin Weike, Qingdao Yibang, Ruipu Bio, Shandong Ludu, Wuxi Tongchuang, etc.
Pet diagnosis market
The main body of this market is cats and dogs. In recent years, China has benefited from the increase in per capita GDP and per capita disposable income, the increase in the proportion of urban population, the elderly and young people who need emotional companionship, and the superimposed social atmosphere has subtly influenced people's concept of keeping pets. In the long run, this is a new testing market.
Market characteristics: The main consumers in this market are young people. The new generation of young people accept the lifestyle of keeping pets more than their elders, and young people are willing to spend more money on pets. The main consumption place is the pet hospital.
Market capacity: According to the data in the 20 18 White Paper on Pet Industry in China, the market size of the pet industry in China has reached170.8 billion yuan, of which the medical part accounts for about 30 billion yuan. What will be the proportion of diagnostic market? According to the data in the white paper, the number of cats and dogs raised in 20 19 is about 99 million.
Assuming that under normal circumstances, a pet needs to be tested 1 time a year, and the charge for each test is 100 yuan, of which the detection reagent accounts for 30%, then the market capacity of pet diagnosis is about 9.9 billion yuan, and the market capacity of detection reagent is 3.3 billion yuan. If we introduce other parameters to accurately evaluate this market, we will get a more accurate market capacity. Of course, in addition to diagnostic reagents, medical imaging and monitoring equipment is also a big market.
According to the data of Gazelle, in 20 19, Mindray's global animal income exceeded? 200 million yuan, mostly from abroad, accounting for a relatively small proportion in China. Mindray management expects to achieve $200 million in revenue in 2024.
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Main detection targets: canine distemper virus, canine parvovirus, canine coronavirus, Toxoplasma antigen/antibody, inflammation (C-reactive protein), inflammation (procalcitonin), inflammation (serum amyloid A), etc.
Main competitive enterprises: Jingguang Bio, Shanghai Kuailing, Shanghai Keeling, Shenzhen Zhenrui, Beijing Zhongke, etc.
Market Opportunities and Challenges of Veterinary Diagnostics?
1.？ Original ecological enterprises are small in scale and inefficient.
It turns out that the veterinary diagnosis market is mostly produced by small diagnostic companies? ELISA diagnostic kit and colloidal gold diagnostic reagent strip are the main products, and the overall scale is not large, and the products lack brand effect. Most of them are concentrated in the field of animal husbandry, which is closely related to policies, with low overall efficiency and lack of resource integration.
Because I focused on others before? For the enterprises of IVD products, the entry threshold is low, and the original product design can adapt to this market after fine-tuning. At the same time, advanced technology can match this market as soon as possible at the product end. Difficulties in future promotion may come from channel formation and product registration.
2. Unreasonable industrial structure and lack of core technology.
Veterinary inspection enterprises are mostly engaged in the inspection of products in this field. Although there are many kinds of products, the sensitivity and specificity of different products are quite different. The main profitable products are lacking and tend to be purchased in a planned way. The competitiveness of enterprises lies in the continuous reduction of product prices and the lack of investment in core technology research and development.
3. The pet market is rising, and the future can be expected.
At present, the pet diagnosis market is considered as a new potential market for veterinary diagnosis, which has strong consumption power and high aggregation, and requires a high degree of diversity of diagnosis. It is no longer limited to disease detection, but has a huge demand for medical imaging, genetic information, blood cell analysis, monitoring equipment, inflammation detection and other projects. At the same time, with the improvement of information technology, intelligent medical treatment and intelligent diagnosis for pets have appeared, and the market has gradually moved from inspection market to service market.