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The World Health Organization announced on June 1 that the new crown inactivated vaccine "Kierlefor" developed by China Beijing Kexing Zhongwei Biotechnology Co., Ltd. has officially passed the WHO emergency use certification. This is the second Chinese new crown vaccine to be included in the WHO's emergency use list after China's Sinopharm's new crown vaccine.

Zhang Yi, CEO of iResearch Consulting, said in an interview with a reporter from the Securities Daily that this marks the international community's recognition of China's vaccines, which is of great significance to the prevention and control of the global new crown epidemic.

Vaccine research and development is known for its long-term cycle, and research and development are restricted by many factors. When emergency public health events such as SARS and new crown occur, how to quickly develop safe and effective vaccines is a great challenge for the vaccine industry.

Bao Huji Letu, partner of Oriental Gaosheng and general manager of the Suzhou branch, told our reporter that my country's vaccine companies have benefited from long-term technological accumulation and quickly launched the new crown inactivated vaccine. In addition, many domestic mRNA companies have also initiated clinical work on the new crown vaccine, which has also won room for corporate development while coping with challenges.

The second domestically produced new crown vaccine

Enter the WHO "list"

In May of this year, the World Health Organization announced that a new crown vaccine of China National Pharmaceutical Group will be included in the WHO emergency use list, becoming the sixth vaccine included in the WHO emergency use list.

It is understood that the WHO has previously issued emergency use certification to a number of new crown vaccines, including the new crown vaccine jointly developed by Pfizer Pharmaceuticals Co., Ltd. of the United States and the German Biotech Company, and the two jointly developed by AstraZeneca Pharmaceuticals of the United Kingdom and the University of Oxford. One version of the AstraZeneca vaccine, the new crown vaccine developed by Janssen Pharmaceuticals, a subsidiary of Johnson & Johnson, and the new crown vaccine developed by Modena of the United States.

Yang Yong, general manager of Yunxi Fund, said in an interview with a reporter from the Securities Daily: "The inclusion of Kexing vaccine in the WHO emergency use list shows that the technology of my country's vaccine companies has been recognized by the WHO. The new crown pneumonia that began last year The epidemic is sweeping the world, greatly accelerating the development of the vaccine industry. The emergence of strain mutations in India poses new challenges for vaccine research and development. Vaccination is the main method of prevention, and there will be continuous demand for at least the next five years."

Now that Kexing Biovaccine is included in the emergency use list by WHO, what arrangements will the company have? What is the specific capacity?

In response to an interview with a reporter from Securities Daily, Kexing Biotechnology stated that the new crown epidemic is still spreading globally. Kexing looks forward to participating more deeply in global epidemic prevention and control, giving full play to the value of China's new crown vaccine as a global public product and helping the world defeat the new crown. Contribute to the epidemic. “We will strengthen cooperation with global partners such as the United Nations Children’s Fund (UNICEF), the Global Alliance for Vaccines and Immunization (GAVI) and the New Coronary Pneumonia Vaccine Implementation Plan (Covax) to ensure that the Coxing Vaccine can enter more countries and curb the new crown. Play a more important role in the epidemic."

In addition, Kexing Bio also introduced to a reporter from the Securities Daily that on April 1, 2021, after the completion and commissioning of the original solution workshop (phase three) of Kerlaifu ️, Kexing's annual production capacity of new crown vaccines exceeded 2 billion doses. "We hope to actually produce more than 2 billion doses this year. So far, Kexing has directly or indirectly supplied the new crown vaccine to nearly 40 countries and regions, including China, and the global cumulative supply exceeds 600 million doses (including semi-finished products). ). According to incomplete statistics, more than 430 million doses of Kellyve have been inoculated globally."

Epidemic changes vaccine perception

The industry enters the golden investment period

Whether it is the sudden new crown epidemic or the current mutant strains, they have brought challenges to the development of the vaccine industry. At the same time, they have also changed the progress of many new vaccine research and development technologies and the development path of the industry.

Bao Huji Letu told a reporter from the Securities Daily that under the background of the new crown epidemic, the vaccine industry has undergone tremendous changes. The vaccination targets have expanded from children and the elderly to people of all ages, and the awareness of vaccination in the whole society has been recognized. Knowledge update education. From the perspective of the image of the vaccine industry, awareness of new technologies, and the growing adult vaccine market, the vaccine industry has entered a golden investment period.

"The emergence of the new crown epidemic has had a far-reaching impact on the vaccine industry in terms of research and development efficiency, technology landing and industry development." Bao Huji Letu said that in the context of the epidemic, new technology routes such as mRNA and viral vector vaccines are used for new crown vaccines. With the rapid approval to go on the market, the application of this type of technology in other indications is also expected to expand in the future.

In addition, with the development of the new crown vaccine, the support of national funds has given enterprises the resources to try the application of new technologies. For example, in terms of liposome delivery technology, foreign companies have very strong patent protection. How to break through the restrictions of patents and develop products with truly own intellectual property rights will pose new challenges to domestic companies.

"It is expected that there will be a lot of M&A opportunities in the vaccine industry in the next few years, and there will be a lot of development opportunities for new and old vaccine companies and even related biomedical companies." Bao Huji Letu believes.

"In the future, the vaccine industry will most likely be a hundred flowers blooming. The key to the competition of vaccine companies lies in the R&D capabilities, the richness of the pipelines under research, and the commercialization capabilities." said Yang Yong, general manager of Yunxi Fund.