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The Third-Party Medical Examination In The Year Of Anti Epidemic: Favorable And Favorable To Welcome The Golden Period, And The Trend Of Industry Centralization Is Highlighted

2021/1/6 11:31:00 104

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In 2020, the new crown pneumonia epidemic swept across the country. At the critical moment when the hospital system was "run out", the third-party medical inspection institutions carried forward with heavy load, and became an important support force for the "inspection should be carried out" in the "war epidemic". At the same time, the third-party medical examination industry also ushered in the golden development opportunity period in the crisis.

Although the third-party medical examination started late in China, in recent years, the third-party medical examination continues to maintain a high-speed development, and its value and status in the whole field of medical examination are constantly recognized and improved. In the outbreak of Xinguan epidemic, the huge market demand of nucleic acid detection has become an important catalyst for the rapid rise of the third-party medical inspection force.

A third-party medical examination practitioner in South China told the 21st century economic report that "the track that used to be a small number of people has attracted much attention this year. From the green channel for the examination and approval of kits in the early stage of policy to the popularity of kits in China overseas, the IVD (in vitro diagnosis) industry has renewed hope for the past 2020."

The leading third-party medical laboratory enterprises, such as Jinyu medicine, Daan gene, Wanfu biology, Huada gene, and adikang, have taken on the important task of nucleic acid detection in the fight against Xinguan pneumonia. The scale and efficiency of their nucleic acid detection have made important contributions to the rapid containment of the spread of the epidemic.

With China's "war epidemic" achieved a major phased victory, domestic epidemic prevention and control has entered the normalization. However, the global epidemic continues to spread, and strict prevention of imported cases has become the top priority of domestic epidemic prevention and control, and the demand for nucleic acid detection at entry and exit is still rising. In addition, with the arrival of winter and spring, the epidemic situation has been repeated in some cities, and even some have entered the "wartime state" of epidemic prevention and control.

Therefore, from the current point of view, the domestic third-party medical examination market demand is still large, the industry development trend has not changed, with the industry chain tends to improve, the future development space is still broad.

Third party medical examination Yingchun

At the beginning of 2020, the new coronavirus (NPV) suddenly attacked. In the face of the rapid spread of the epidemic situation, the whole country launched an unprecedented epidemic prevention and control war. As the gold standard for the diagnosis of new coronal pneumonia infection, nucleic acid detection has become the core link in the whole anti epidemic campaign.

Wu Zunyou, chief epidemiologist of China CDC, has publicly said that nucleic acid detection has become a "sharp sword" for us to control the epidemic situation of new crown pneumonia. It can determine the scale of the epidemic in a short time, and find the infected people as soon as possible.

At the beginning of the outbreak, in panic, a large number of people poured into the hospital, and the demand for nucleic acid detection broke out instantly. This is far more than the normal demand for nucleic acid detection, which caused a "run" on the detection system of various hospitals. Because the nucleic acid detection efficiency of the hospital does not match the actual market demand, the general class a hospital can detect 800 to 1000 samples a day, while some third class A hospitals can only detect 200-300 samples a day at that time. According to statistics, around January 20, 2020, the daily number of fever clinic in Wuhan has exceeded 5000.

In addition, nucleic acid detection requires laboratory testing environment, operating equipment and professional ability of testing personnel. This is because the nucleic acid detection kit adopts PCR molecular diagnosis nucleic acid detection method. At first, not all "new crown pneumonia designated hospitals" in Wuhan were qualified for nucleic acid detection, such as Wuhan puai hospital and Wuhan seventh hospital. And the hospital with the ability of detection in front of such a huge sample size also appears to be small power.

In order to strengthen the diagnosis and treatment of new coronavirus, the general office of the National Health Commission issued the notice on the requirements of new coronavirus nucleic acid detection in medical institutions at the end of January 2020, stipulating that provinces can purchase services and cooperate with qualified third-party testing institutions to carry out detection.

Subsequently, the third-party medical examination institutions rose to take on most of the nucleic acid detection tasks, which not only reduced the pressure of nucleic acid detection in hospitals, but also greatly improved the efficiency of nucleic acid detection. At the beginning of February 2020, 13 qualified third-party medical inspection institutions, including BGI, Jinyu medicine, aidikang, kangshengda and Dean diagnostics, joined the "reinforcement" team of Wuhan epidemic nucleic acid detection.

On February 5, BGI officially launched Wuhan "fire eye" laboratory, and the daily nucleic acid detection capacity increased to 10000. According to the data, by the end of November 2020, Jinyu medical has detected more than 27 million new crown nucleic acids, accounting for nearly one tenth of the total nucleic acid detection in China, and the maximum daily detection capacity of the whole group can reach 350000 copies.

In addition to the application of nucleic acid detection, the third-party medical examination institutions also have important value in primary medical treatment and telemedicine. With the implementation of hierarchical diagnosis and treatment system, the demand for diagnosis and treatment in primary medical institutions is increasing. However, it is undeniable that the primary medical institutions are limited in medical facilities and inspection level, and the third-party medical inspection institutions can meet the relevant medical inspection needs of primary medical institutions and make up for the shortcomings of primary medical care.

"In the past, the development of the third-party medical examination usually conflicts with the laboratory departments of public hospitals to a certain extent, which needs to be balanced. The testing and testing industry also has a certain particularity. In some non first tier cities, the laboratory departments of the third-class hospitals do not pay enough attention to it to a certain extent, and the investment cost is also high. No matter whether it is the equipment or the professionals, there is a big gap, which is for the third-party medical testing institutions It provides living space. " A doctor in the laboratory of a hospital in Guangzhou said to the reporter of the 21st century economic report.

At the same time, with the development of Internet technology, the application range of telemedicine diagnosis is gradually expanding. When the hospital is unable to complete large-scale medical diagnosis and treatment, the third-party medical examination institutions begin to fill the position, provide imaging examination, remote film reading services, etc., and the role of the third-party institutions is increasingly prominent.

Head effect highlights

Generally speaking, the medical laboratory center set up by the third-party medical examination institution is also called independent medical laboratory (ICL). It refers to the medical institution with independent legal personality, independent from the hospital, engaged in clinical examination or pathological diagnosis and service, and can bear the responsibility independently under the permission of the health administrative department.

In fact, the gross profit of ICL industry is relatively low in the whole medical sector. According to wind data, the average gross profit rate of the ICL industry in 2019 is 30% and the average net profit rate is 7%. As a comparison, the average gross profit rate of the implantable device industry is 70% and the average net profit rate is 37%. Some industry insiders told the 21st century economic reporter: "due to the special reasons of the epidemic, the public began to pay more attention to the third-party medical examination this year. However, this subdivision field is not very large, and the gross profit is not high. During the anti epidemic, the relevant enterprises have mainly made some profit space in the overseas market."

According to the statistics of prospective industry research institute, there were only two independent medical laboratories in China in 2001. Since 2012, the growth rate of independent medical laboratories in China has been on the rise. In 2018, the market scale of the domestic third-party medical diagnosis industry was about 10.9 billion yuan. Internationally, the proportion of operating revenue of independent laboratories in the United States, Europe and Japan is about 44%, 53% and 67% respectively. In contrast, China is still less than 5%, there is still a big gap between China and developed countries in terms of inspection market, and the industry has great development potential.

In 2020, the epidemic will boost the development of nucleic acid detection industry chain. Nucleic acid detection industry chain can be roughly divided into two parts, which are the production of upstream kits and the service of downstream detection business. In such an environment, related enterprises, including the third-party medical inspection institutions, have risen with the tide and achieved a good report card.

The business scope of BGI covers the upstream and downstream of nucleic acid detection industry chain. Wanfu bio and Daan gene are mainly engaged in the production of upstream kits for nucleic acid detection. Among them, Wanfu biological research and development of new coronavirus antibody detection IgM reagent has been widely concerned by all walks of life.

Compared with nucleic acid detection, antibody detection has a wider scope of application. Although the diagnostic gold standard is still nucleic acid detection, antibody detection results in blood collection faster, and the scope of application is wider. Generally speaking, antigen-specific IgM antibody is the first antibody produced by the immune system after human infection, but the level of IgM will decrease with time; antigen specific IgG antibody can only be formed after a period of time after infection, and the IgG will reach the peak at the same time when the IgM level decreases. IgG can be maintained for a long time, and to a certain extent represents the specific immunity of human body. IgG is also the only antibody that can pass through the placenta to provide passive immunity for the fetus. If the IgM level is high, but the IgG level is low, it indicates that the tested object may be in the early stage of infection; while the high level of IgG indicates that the tested object is in the late stage of infection or has recovered.

Different from the above-mentioned enterprises, in the new crown nucleic acid detection, Jinyu medical mainly provides downstream detection services. According to the annual report of 2019, the third-party medical diagnosis business revenue of the company accounts for 94.22% of the total revenue.

Looking at these third-party medical inspection related enterprises, the operating revenue of the first three quarters of 2020 increased significantly year-on-year.

Among them, Daan gene had the largest increase in revenue, with a revenue of 3.560 billion yuan, a year-on-year increase of 363.61%; a net profit of 1.537 billion yuan, a year-on-year increase of 1817.41%; Huada gene had the highest revenue, with a revenue of 6.752 billion yuan, a year-on-year increase of 225.82%; and a net profit of 2.705 billion yuan, a year-on-year increase of 901.68%.

In addition, the revenue of Jinyu medical was 5.827 billion yuan, with a year-on-year increase of 48.65%; Wanfu biological achieved a revenue of 2.173 billion yuan, a year-on-year increase of 52.60%.

In addition to the growth of revenue, the third-party medical examination has also become a hot plate in the capital market. By the end of January 5, 2021, the total market value of Jinyu medical, Huada gene, Wanfu biological and Daan gene reached 59.747 billion, 51.24 billion, 30.53 billion and 29.779 billion respectively.

Based on this market space, more and more enterprises are participating in the layout of nucleic acid detection industry chain, and the industry capacity is also expanding rapidly.

Talking about the development of third-party medical examination, Wang linglai, senior vice president of Jinyu medical group, has publicly stated that the advantages of third-party medical examination lie in specialization and scale. After the anti epidemic, the medical investment market will continue to warm up, the investment and scientific and technological research and development will further heat up, and the third-party medical examination market will continue to be optimistic.

 

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