产业经济医疗周观点:2024中国干细胞行业市场空间跟踪
Huafu Securities·2024-12-16 10:59

Group 1 - The core viewpoint of the report indicates that the Chinese stem cell market is projected to reach approximately 26.5 billion yuan in 2024, but there remains a significant gap compared to developed countries, highlighting low market penetration and the entire supply chain from collection, preparation, to storage is worth attention [1][15][17] - The leading companies in the stem cell field are actively expanding into diversified strategic directions, including building quality management systems, obtaining authoritative certifications, developing stem cell drugs, extending their reach into upstream and downstream sectors, leveraging policy benefits for regional operations, and developing agency channels to expand market coverage [17] Group 2 - The report reviews the performance of the pharmaceutical sector from December 9 to December 13, noting that the medical commercial sector increased by 2.13% and traditional Chinese medicine II by 0.62%, while chemical pharmaceuticals and biological products decreased by 1.37% and 2.24% respectively [18] - The report highlights the market performance of the pharmaceutical sector, with the highest valuation levels recorded for chemical pharmaceuticals at 64.71 times and biological products at 52.28 times [18][24] Group 3 - The report tracks industry hotspots, mentioning that GSK's injection of Belantamab mafodotin has received acceptance for listing, aimed at treating adult patients with multiple myeloma who have received at least one prior therapy [27][30] - It also notes that the National Healthcare Security Administration and the National Health Commission have issued a notice to improve the centralized procurement and execution mechanisms for pharmaceuticals, emphasizing the need for detailed measures across various stages of the procurement process [31]