[医药制造业,科学研究和技术服务业,卫生和社会工作] [2021-12-01]
自新冠肺炎疫情暴发以来,体外膜肺氧合作为一种高级生命支持技术,在危重症患者的救治过程中发挥了巨大的作用。虽然该技术在我国发展起步较晚,自主品牌及核心技术缺乏,但经过沉淀与积累,目前在临床应用层面,我国与国际已逐渐接轨,在设备研发层面,国内已有团队及企业取得可喜的突破。本文从体外膜肺氧合技术的临床应用场景及现状、核心技术及壁垒、发展趋势等角度,梳理了在此次新冠肺炎疫情背景下,我国体外膜肺氧合技术的发展现状。最后提出我国ECMO应顺应趋势,形成以ECMO应用区域中心为主并辐射周围地区的诊疗模式,通过普及ECMO应用指征,建立良好沟通机制及转诊网络,增加ECMO技术的受益患者。
[医药制造业] [2021-11-30]
[1T0a月ble我_S国um人m用ar疫y] 苗出口货值 105亿元,预计出口新冠疫苗及原液超过 2.5 亿剂,均价约35-40 元/剂。根据海关总署数据,2021 年10 月我国人用疫 苗出口货值达105.0 亿元人民币,环比9 月143.8 亿元下降27.0%。1-10 月我国人用疫苗累计出口货值达860.4 亿元。根据外交部例行记者会,截 至10 月17 日我国累计向世界供应超过15 亿剂新冠疫苗,截至11 月12 日累计供应超过17 亿剂(截至9 月26 日累计供应超过12.5 亿剂疫苗), 据此测算10 月我国出口新冠疫苗及原液超过2.5 亿剂,测算10 月份出口 均价约35-40 元/剂(1-10 月均价约55-60 元/剂)。
[医药制造业] [2021-11-30]
本报告期医药生物行业指数涨幅为3.09%,在申万28 个一级行业 中位居第14,跑赢沪深300 指数(+0.99%)。从子行业来看,医 药生物三级行业中,化学原料药、生物制品、中药涨幅居前,涨 幅分别为10.21%、3.97%、3.75%。估值方面,截止2021 年11 月 19 日,医药生物行业PE(TTM 整体法,剔除负值)为33.47x(上 期32.45x)。医药生物申万三级行业医疗服务、生物制品、医疗 器械、化学制剂、化学原料药、中药、医药商业PE(TTM 整体法, 剔除负值)分别为75.49x、35.21x、26.98x、34.03x、45.64x、29.36x、 14.80x。
[医药制造业] [2021-11-30]
医药工业利润2021 年受新冠检测与疫苗带动高速增长,展望2022 年,我 们预计随着全球疫情的缓解,新冠相关支出大幅下降,医药工业则随着医院 诊疗恢复而全面复苏。医药生物板块2021 年预期市盈率为34.9x (2021-11-24),处于历史较低水平,低估值映射市场担忧集采无序且激进 扩大。展望2022 年,我们看好流动性更佳的A 股尤其是二线龙头的估值修 复,细分赛道看好医疗服务与CDMO,同时中期继续看好创新药械、消费 医疗与政策免疫等相关主题。
[化学原料和化学制品制造业,医药制造业] [2021-11-30]
科研服务行业是服务于科技创新研发的行业。如果将创新产业链中的研发服务者形象比喻为“卖 水人”,那么处于整个研发周期的最上游的科研服务企业则可以被比作这些“卖水人”的“小推 车” 。随着科学研究的不断探索和支出的不断提升,科研服务市场规模也在快速提升,根据各方 数据汇总预测2020年国内市场规模约1300亿元人民币,增速约为10-15%,俨然已经是创新中的一 片蓝海之地。
[医药制造业] [2021-11-30]
近日,美国FDA 批准默沙东的Keytruda 用于肾切除术和转移病灶切除术后有中高或高复发风险的肾细胞癌(RCC)患者的辅助治疗。
[医药制造业] [2021-11-30]
11.08-11.21 期间,医药生物板块涨幅为3.09%,在所有板块中位列第十四位,跑赢沪深300 指数2.10 个百分点;年初至今,医药生物板块涨幅为-7.95%,跑输沪深300 指数1.79个百分点。
[医药制造业] [2021-11-29]
The report covers the detailed analysis of trends, future estimations, and provides a thorough study of the global vegan supplements market on the basis of product type, form, distribution channel, and region. It analyzes government regulations, policies, and patents to provide information on the current market trends and suggests future growth opportunities globally. Furthermore, the study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, forms, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes the revenue generated by the vegan supplements market from the sales of vegan supplements across North America, Europe, Asia-Pacific, and LAMEA.
[仪器仪表制造业,专用设备制造业,医药制造业] [2021-11-29]
The research study titled ‘Global Urology Care Devices and Platforms Market’ is aimed at assessing the market potential of various devices and platforms in the overall urology market. ▪ The research report constitutes an in-depth study of the global urology care devices and platforms market, including a thorough analysis of revenues generated by companies involved in the development of urology care devices and platforms. ▪ Based on the product launches, approvals, and ongoing strategic collaborations, as well as business expansions, the market size and potential for the forecast period of 2021-2030 have been estimated. ▪ The report focuses on the assessment of the market by product, application, indication, end user, and region. ▪ The market analysis includes an in-depth examination of the players, as well as the key strategies and developments taking place in the market landscape. Furthermore, it includes market dynamics (market drivers, opportunities, and challenges) and industry analysis. ▪ The study also focuses on gaining a holistic view of the global urology care devices and platforms market in terms of various factors influencing it, such as the regulatory landscape and technological advancements. ▪ In addition, the study also focuses on market opportunity, patent landscape, barriers to entry, COVID-19 impact, and business models, among others.
[信息传输、软件和信息技术服务业,医药制造业] [2021-11-29]
There is a strong growth opportunity for the global urgent care apps market during the forecast period 2021- 2030. The ongoing adoption of urgent care apps is expected to be driven by the increased use of digital solutions, which has been accelerated by the COVID-19 pandemic. The global urgent care apps market is populated by a combination of tech startups, small-scale software providers, and well-established healthcare companies which have added software to their product portfolio. Following are some of the key findings: Advancement in supporting technologies such as 4G and 5G in several countries is a key contributing factor for the growth of the market. Market players are actively pursuing growth plans through business synergies and partnerships. M&As are also playing a key role in driving the growth of the market. Manufacturers are focusing on offering complete solutions through their urgent care apps. New entrants in the future are expected to focus on developing apps that cover the entire healthcare journey of the patient. There is a strong emphasis on post-hospital care for medication adherence and rehabilitation. The COVID-19 pandemic has accelerated the growth rate of adoption of apps in the healthcare industry. This led to a significant spike in the usage of apps within a few months in 2020.