Renal failure is a complex disease. If the situation is serious, it will eventually become uremia. This kind of situation generally needs to choose hemoperfusion for treatment, commonly known as kidney washing. The main purpose is to remove toxins from the blood.
Since the hemoperfusion research was carried out in China in the early 1980s, the turnover of the whole hemoperfusion industry of 20 10 is only about 200 million RMB. It can be said that as a new sunrise industry, the hemoperfusion market is currently facing a huge space for rapid development.
In this context, Xiao Sheng introduced a fast-growing hemoperfusion enterprise, which has maintained excellent performance in recent years with its strong product strength and academic promotion ability.
0 1, hemoperfusion faucet
Nutrilite is the first manufacturer of resin hemoperfusion device in China. Its predecessor was Livzon Biomass Factory, which was established in 1989. Mainly engaged in the production and sales of resin bandages, mouthwashes and other products.
The company 65438-0999 began to produce hemoperfusion products, and the first HA resin hemoperfusion device was listed for the first time in 2002. With the comprehensive promotion of combined artificial kidney technology, the company's blood perfusion device sales have increased steadily.
The company's hemoperfusion device was first used in the field of poisoning. Later, with the gradual maturity of technology, the indications gradually expanded to kidney diseases, liver diseases, serious infections, autoimmune diseases and other fields. Grow into an absolute leading enterprise in the field of hemoperfusion.
At present, the company's hemoperfusion device occupies a dominant position in the income structure, of which about 70% is devoted to the field of nephropathy, and liver disease products are the second largest business line, accounting for about 10%. Perfusion products under other indications account for about 10%, and other non-perfusion businesses such as blood purifiers and dialysis powder account for about 5%.
2. The market prospect is broad.
Most studies show that the incidence of chronic kidney disease increases with age. Among them, the trend of population aging is becoming the main driving factor for the increase in the number of patients with chronic kidney disease.
In addition, the high incidence of obesity, metabolic syndrome, diabetes, hypertension, atherosclerosis and hyperuricemia caused by unhealthy lifestyle also easily leads to chronic kidney disease.
According to the statistics of the International Nephrology Forum held by the Nephrology Center of the First Hospital of Zhejiang University, the incidence of chronic kidney disease in China exceeds 10.8%, and the potential patients with chronic kidney disease are about10.2 billion, and this number is increasing year by year.
Because the initial symptoms of chronic kidney disease are mild or have no obvious symptoms, it needs to be found through relevant examinations, so it is easy to be ignored by many people. According to statistics, among the 654.38+0.2 billion patients with chronic kidney disease, the actual awareness rate is only 20%, less than 24 million.
As mentioned earlier, when chronic kidney disease is not effectively controlled and treated, it will lead to renal failure and then develop into uremia. Because of this, there are about 2 million uremic patients in China, and this number is increasing at the rate of 10% every year.
Before the popularization of medical insurance, most patients would choose to give up treatment after learning that they were suffering from uremia. The reason is that the treatment cost is expensive. Although the price of a single hemodialysis is generally between 400-600 yuan, the treatment of uremia is a long-term thing. Most patients choose to give up treatment after repeated dialysis because of their weak ability to pay.
The China Municipal Government attaches great importance to this point, not only giving priority to the treatment of chronic kidney disease and dialysis patients in the key support projects of the Twelfth Five-Year Plan, but also explicitly proposing "comprehensively promoting social security for eight major diseases such as uremia" in the government work report of 20 12. Uremia in 20 13 years was formally included in medical insurance, and the reimbursement rate was not less than 90%. Among them, residents with difficulties will receive additional medical assistance of 15%.
With medical insurance reducing the payment pressure of patients, the number of hemodialysis patients in China has steadily increased from 20 16 years to 20 19 years, with a compound annual growth rate of 12.30%. By 20 19, the number of hemodialysis patients in China will be 632,700.
However, in terms of dialysis treatment rate, rats
For the treatment of chronic kidney disease, blood purification techniques include hemodialysis (HD), hemoperfusion (HP), hemofiltration (HF), plasma exchange (PE), immunoadsorption (IA) and their combinations.
Compared with other blood purification technologies, hemoperfusion has many advantages: first, it can be directly used on dialysis machine, without special perfusion equipment and plasma separator, with simple operation and easy training and popularization in hospital; Second, the widespread clinical use has brought the advantage of high cost performance.
In this context, hemoperfusion device will gradually become one of the most mainstream uses in the blood purification market.
The key data show that the scale of domestic renal hemoperfusion device in 20 19 years is about1200 million yuan. If calculated according to the lowest frequency once a month, the industry penetration rate is only about 8%. Undoubtedly, with the increase of popularization rate and frequency of use in the future, the scale of kidney products alone is expected to exceed 654.38+0 billion yuan.
03. First Mover advantage
Because the company has been deeply involved in hemoperfusion for many years, it has an all-round leading edge in technology, channels, brand power and products. Specifically,
First of all, the company is the first manufacturer of resin hemoperfusion device in China, which has established an obvious leading position in the field of perfusion and has been widely recognized by end users including hospitals and patients.
Secondly, a number of clinical studies are constantly verifying the value of the company's products. In 2020, the company released two RCT clinical trial data with the highest level in the world, which proved for the first time that hemodialysis combined with hemoperfusion can reduce the all-cause mortality of patients by 36.99%. This academic promotion not only opened up the popularity of its own products, but also promoted the rapid volume of HA 130 hemoperfusion device.
Furthermore, the company deeply controls the terminal market mainly through the sales mode of academic promotion and dealer buyout. Hemoperfusion is a new medical technology, and doctors and patients are not familiar with related technologies and products. The company is responsible for academic promotion and technical training to stimulate market demand. By the end of 2020, the company's sales staff exceeded 1 105, and its products have covered more than 5,700 secondary and above hospitals nationwide, with strong terminal channel resources.
Finally, with strong product strength and marketing ability, the domestic market share of 20 19 hemoperfusion device is close to 80%, which is absolute.
Monopoly position.
At present, the domestic competitors of hemoperfusion devices mainly include Tianjin Yangquan, Chengdu Ousai, Tianjin Zibo Hi-Tech, Zibo Kang Bei Medical, Foshan Boxin Bio, Langfang Aier Blood Purification Equipment Factory, etc. And most of them don't have much income. However, due to the differences in technical paths (mainly plasma perfusion, which needs to be used with a plasma separator, which is complicated to operate and expensive), most overseas hemoperfusion manufacturers have not entered the China market or used it in batches.
Xiao Sheng thinks that as the absolute leader of hemoperfusion machine industry, it is too difficult for domestic latecomers to catch up in the future.
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