Investment Rating - The report does not explicitly state an investment rating for the vaccine industry Core Insights - The vaccine industry has shown mixed performance in batch approvals for Q1-Q3 2024, with some products experiencing growth while others faced declines [3][6][60] - The overall trend indicates a decline in batch approvals for many vaccine types, with specific categories like HPV and pneumonia vaccines seeing significant drops [46][18][25] Batch Approval Summary Multi-Combination Vaccines - Multi-combination vaccines, including five and four-component vaccines, have seen an increase in batch approvals, with five-component vaccines up by 11% and four-component vaccines up by 4% in Q1-Q3 2024 [3][12][19] Pneumonia Vaccines - Pneumonia vaccine approvals have decreased overall, with 13-valent pneumonia vaccines down by 9% and 23-valent pneumonia vaccines down by 30% in Q1-Q3 2024 [18][25][30] HPV Vaccines - HPV vaccine approvals have significantly declined, with total batch approvals down by 65% in Q1-Q3 2024, particularly affecting the bivalent HPV vaccine which saw an 86% drop [46][47][51] Influenza Vaccines - Influenza vaccine approvals have also decreased, with a total of 275 batches approved in Q1-Q3 2024, reflecting a 14% decline [60][66] Rabies Vaccines - Rabies vaccine approvals have increased by 10% in Q1-Q3 2024, with a total of 575 batches approved [87][91] Varicella Vaccines - Varicella vaccine approvals have decreased by 10%, with a total of 201 batches approved in Q1-Q3 2024 [100][101] Hib Vaccines - Hib vaccine approvals have increased by 29%, with a total of 36 batches approved in Q1-Q3 2024 [115][116] EV71 Vaccines - EV71 vaccine approvals have surged by 141%, with a total of 70 batches approved in Q1-Q3 2024 [119][120] Rotavirus Vaccines - Rotavirus vaccine approvals have decreased by 39%, with a total of 83 batches approved in Q1-Q3 2024 [130][131]
2024年Q1-3疫苗行业跟踪报告（附批签发）
Southwest Securities·2024-11-28 10:13