降价近7成！国产带状疱疹疫苗“跳水”

Core Viewpoint - The price of the varicella-zoster live attenuated vaccine produced by Baike Biotech has been significantly reduced from 1375 yuan to 464 yuan, representing a decrease of approximately 66% [1][2]. Group 1: Price Adjustment Details - Baike Biotech submitted a price adjustment notice for the varicella-zoster live attenuated vaccine, reducing the procurement price from 1375 yuan to 464 yuan per 0.5ml dose [1]. - The price reduction is part of a broader trend in the market, where both imported and domestic varicella-zoster vaccines have been involved in price competition [6]. Group 2: Market Context and Competition - Currently, there are two licensed varicella-zoster vaccines in China: an imported vaccine developed by GlaxoSmithKline and Baike Biotech's domestic vaccine [5]. - The pricing strategies of both companies have led to regional competition, with price adjustments not being synchronized nationwide, resulting in varying prices across different provinces [6]. Group 3: Sales Performance and Challenges - Baike Biotech's varicella-zoster vaccine sales have declined sharply, with revenue dropping from 8.83 billion yuan in 2023 to 2.5 billion yuan in 2024, a decrease of 71.54% [7]. - The company has faced a mismatch between production capacity and market demand, leading to excess inventory and lower sales volumes [7]. - In 2023, the production volume was 1.35 million doses, while sales were only 663,500 doses, resulting in a significant inventory surplus [7]. Group 4: Vaccination Rates and Market Potential - The overall vaccination rate for varicella-zoster vaccines in China remains low, with only 0.79% of adults aged 40 and older having received the vaccine as of September 2024 [8]. - Comparatively, vaccination rates for individuals aged 60 and above in China were extremely low from 2020 to 2022, highlighting a significant gap in market penetration compared to countries like the United States [9].