What is the current development trend of China’s stem cell medical industry, and where does the future point?
This report is a research report on China’s stem cell medical industry. It will analyze various industrial chains, industry competition patterns and leading companies, and focus on analyzing the status quo of the most mature collection and storage stage in the stem cell industry chain. In the industry, under the influence of regional policy support, technological development, social demand promotion, and the effect of leading enterprises, the industry will grow rapidly and develop rapidly in the future.
1. Business model and status quo:
The main storage products of the cell bank are mesenchymal and hematopoietic stem cells, and its business model is mainly divided into public bank and autologous bank. Under the supervision of national regulations, there are currently only 7 legal cord blood banks in China ((Beijing cord blood bank, Guangdong cord blood bank, Shandong cord blood bank, Shanghai cord blood bank, Sichuan cord blood bank, Tianjin cord blood bank and Zhejiang cord blood bank). ) and a total of 133 stem cell clinical research filing institutions including military hospitals, it is clear that the above institutions are equipped with cell banks and laboratories with storage qualifications. However, because the entire industry is not fully developed and mature, there is still a continuous influx of As of March 31, 2022, the number of stem cell storage in Guangshen and other regions and the number of laboratories specializing in stem cell storage have not yet been determined. Today, there are 47,483 market players in China’s stem cell storage industry, including cell banks and storage-qualified laboratories, of which 15,701 are in Guangdong, accounting for 33.1% of the Chinese market, far exceeding the 14.1% level in Shanghai.
2. Profitability and development prospects:
According to the annual reports disclosed by leading companies in the industry, the gross profit margin of Celera’s cell preparation and service business and the gross profit margin of Zhongyuan Concord’s cell detection preparation and storage business are both around 80%. In addition, the proportion of the storage business revenue of the leading companies in the total revenue has been decreasing year by year, mainly due to the achievements of their industry-university-research cooperation, the cooperation between enterprises and universities to build their own libraries to win the first-mover advantage, the continuous extension of the industrial chain and the continuous expansion of product matrix. expansion. With the successive entry of industry players in the future, the market competition pattern will become clearer. It is expected that the growth rate of China’s stem cell storage market will further increase in the next five years.
3. Cell Safety and Testing:
In the process of cell preparation, multiple process scenarios such as separation, expansion, cryopreservation, and recovery are relatively complex, and the operation requirements of relevant scenarios are strict, which may easily affect production efficiency; and it is necessary to maintain cell viability, stability, safety, and normal function. High requirements for technical equipment and operating procedures. It is precisely because stem cell products have high standards in terms of preparation technology, quality specifications, product safety, and effectiveness that in accordance with national regulations, stem cell-related products must obtain a tripartite inspection report issued by the China National Institute for Food and Drug Control. At present, the testing business of leading companies is mostly handed over to China’s drug testing, and regions such as the Greater Bay Area are still actively promoting relevant companies to establish for-profit testing institutions to meet market demand.
Due to the complex cell process scenarios and high quality and safety requirements, enterprises need to spend more personnel training costs. In the future, the production process will be more standardized and automated, and enterprises will also actively build databases through the industry-university-research model to strive for a leading edge in the development of the industry.
4. Business side:
From the perspective of marketing mode, enterprises often cooperate with agents and channel providers in the early stage, and need to actively cultivate, expand and maintain their marketing network, so as to form closer cooperation and interaction with product audiences. In the later stage, when the business model becomes more mature, for example, Celera will use its own marketing center to collect and organize market information, formulate marketing plans, and coordinate the work of various departments.
Current local policies mostly encourage the implementation of the industry-university-research model to help the development of the industry. For example, the International (Guangzhou) Stem Cell and Precision Medicine Industrialization Conference is held under the support of the local government to promote the coordinated innovation and development of upstream and downstream industries in the region. A typical example of integration and integration.
5. Technical side:
From the perspective of various stages of the industry chain, the collection and storage of stem cells is the most mature stage of the development of China’s stem cell medical industry. At present, the number of registered stem cell trials in mainland China ranks first in the world. With the rise of clinical medicine fever, technology promotion, and social demand In the future, stem cell-related products will accelerate to market, and their application fields will continue to extend to anti-aging, tumor immunotherapy, periodontal disease treatment, organ repair, and hair loss treatment.
From the perspective of leading enterprises, Celera has a multi-level technological innovation team represented by the company’s own R&D team, academicians of the Chinese Academy of Sciences, Chinese Academy of Engineering, and domestic and foreign expert consultant teams. It is one of the few in the industry that has both academician workstations and Postdoctoral Workstation Enterprise. Beike Bio has the first batch of certified professional cell preparation engineers and cell quality management engineers, and promotes the development of core technologies and product transformation by continuously increasing investment in scientific research.
In short: Affected by factors such as local government policy support, active capital, and development history, Guangdong has formed a stem cell medical industry cluster, with the largest number of companies engaged in the stem cell field in the country, and the registered stem cell clinical research institutions rank first in the country. The field of stem cell clinical research has great potential.
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