Vaccine leader Amy is in the midst of a year of intensive product declaration, and good news has been spreading one after another. According to the company's announcement on December 19th, its new technology route of suspension cultured MDCK cell influenza vaccine and second-generation high-efficiency adsorption tetanus vaccine have successively obtained the "Drug Clinical Trial Approval Notice" from the National Medical Products Administration. This series of developments not only demonstrates the strong innovation and research capabilities of Emmy vaccines, but also opens up vast opportunities for the company's future performance growth.

New technology route suspension cultivation MDCK cell influenza vaccine, new technology promotes industrial upgrading

According to the announcement from Emmy Vaccines, all influenza vaccines currently available in China are produced using chicken embryo technology, and no cell-based influenza vaccine has been approved for market. As a heavyweight product, the MDCK cell influenza vaccine is expected to become a new growth point for the company after its launch. Some analysts believe that the successful application of this innovative technology will also promote technological progress and industrial upgrading in the industry.

The MDCK cell influenza vaccine developed by Amy has its technological advantages. On the one hand, MDCK cells have characteristics such as easy cultivation, fast proliferation, and susceptibility to influenza virus. By culturing influenza virus on a large scale in MDCK cells, higher yields, more stable product quality, and lower production costs can be achieved. In addition, the product has strong ability to respond to viral mutations and does not contain ovalbumin, significantly reducing the risk of allergies.

At the same time, compared with MDCK cell influenza vaccines developed by other domestic manufacturers, Aimei's product uses suspension culture for cell culture, which can be cultured on a large scale in a bioreactor with low pollution risk and is easy to industrialize on a large scale.

Influenza, as a global public health issue, brings enormous health and economic burdens every year. According to the World Health Organization, approximately 1 billion people worldwide are infected with influenza virus each year, with about 20% -30% of children and 5% -10% of adults suffering from seasonal influenza, which can cause 3 to 5 million severe cases and 290000 to 650000 respiratory related deaths. Getting vaccinated against influenza is the most economical and effective measure to prevent and respond to a major outbreak of influenza.

In China, the market demand for influenza vaccines is huge and showing a continuous growth trend. The batch issuance volume of influenza vaccines in China in 2023 is about 76.69 million, and according to industry consultant Zhuoshi Consulting, the market size of influenza vaccines in China is expected to reach about 20 billion yuan by 2030.

Keeping up with industry trends, multi link vaccines drive performance growth

Emmy vaccines have also made significant progress in the development of multi valent vaccines. According to the announcement, the clinical approval of the second-generation high-efficiency adsorbed tetanus vaccine is an important step towards the development of its multi valent products. On this basis, Aimei is actively promoting the research and development of multi valent vaccines such as adsorbed cell-free pertussis HIB combination vaccines, namely quadruple vaccines, pentavalent vaccines, etc.

The adsorption tetanus vaccine developed by Aimei Vaccine not only improves the safety and effectiveness of the vaccine, but also develops a quadruple vaccine based on it, which can simultaneously prevent invasive infections caused by pertussis, diphtheria, tetanus, and Haemophilus influenzae type B. It has the advantages of reducing the number of injections for infants and young children, enhancing parental and infant vaccination compliance. The successful development of this product will greatly meet the market demand for multi valent vaccines and bring broader market prospects to the company. According to industry consultant Zhuoshi Consulting, it is expected that the domestic multi vaccine market size will reach about 10 billion yuan by 2030.

Therefore, the new technology route of suspended cultivation of MDCK cell influenza vaccine and the launch of quadruple vaccine will further improve the product lineup of Emmy vaccine, which is conducive to enriching the product line, consolidating its industry position, and achieving sustained high-speed growth in performance.

At the recently held 2024 Investor Open Day, Emmy Vaccines stated that the company expects to have two or more new products registered and launched annually in the next three years. After these new products are launched, they will be simultaneously considered for registration in both domestic and overseas markets, with the hope that in the future, the proportion of domestic and overseas markets will each account for 50%. Based on the R&D progress disclosed by the company, it is expected that the company will continue to expand its market share and achieve sustained performance growth by advancing the research and development and listing of innovative large products in accordance with its established strategy, relying on its strong R&D capabilities and forward-looking strategic layout.