[Dry goods] Interpretation of the 2016 China Precision Medical Industry Evolution and Investment Value Research Report

Precision Medicine aims to provide personalized treatment solutions based on individual genetic, molecular and cellular differences, and to become the development direction of human disease treatment and health management. As the most active segment of the current development of the big health industry, precision medicine combines cutting-edge technologies such as biomedicine, high-performance medical equipment , mobile medicine , bioinformatics analysis, and medical big data . It is the hope of curing many patients with diseases, and it is also numerous. The market that medical institutions, pharmaceutical companies, medical equipment R&D and manufacturing enterprises, and medical service organizations actively compete for is one of the major areas of national medical and health system construction.

With the advancement of genetic testing technology and the rapid decline in cost, the application range of precision diagnosis is rapidly expanding and providing strong support for precision treatment. The precise treatment represented by targeted drugs and immune cell therapy is being studied clinically and has achieved certain effects. In the future, with the rapid advancement of precision medicine, the government, enterprises, and scientific research institutions will increase resources for precision medical care, which will promote more accurate diagnosis, accurate treatment methods, and the emergence and application of technology. It will also promote the rapid advancement of the precision medical industry. development of.

Through the analysis of the precision medical industry, CCID Consulting believes that the relatively mature field of genetic testing and analysis services will be the most stable field for the development of precision medicine; the diagnosis and treatment of cancer is the most concerned, and it is expected to become the most prominent field in the next stage. Accurate treatment technology breakthroughs have strong uncertainty, but the benefits are the greatest; bio-big data will be the most expensive area of ​​capital and resources.

[Dry goods] Interpretation of the 2016 China Precision Medical Industry Evolution and Investment Value Research Report

Precision medicine is a new medical service industry

Precision Medicine (Precision Medicine) uses high-performance computing, big data analysis and cloud computing technology to accurately analyze bioinformatics data based on individual genes, molecules, cells, behaviors, etc., and provide accurate diagnosis of disease. Personalized treatment services are provided on a foundation. CCID Consulting believes that the precision medical industry is centered on precision diagnosis (such as genetic testing, cell census, mobile medical, sequencing data analysis, etc.) and precision treatment (such as non-invasive prenatal screening, tumor immunotherapy, targeted drug development, stem cell therapy). , disease prevention, etc.) Two major stages, integrating medical equipment and consumables R & D and production, cutting-edge medical technology research and development, new generation information technology and other fields of new medical service industry.

On January 30, 2015, US President Barack Obama announced in his State of the Union speech that he would launch the “Precision Medical Plan” to promote the influence of “Precision Medicine”.

The rapid decline in sequencing costs and the reduction in time required make large-scale clinical applications of gene sequencing possible. With the continuous advancement of second-generation sequencing technology, the cost of measuring a person's genome-wide data has dropped rapidly from the original billions of dollars to about $1,000, and the sequencing time has been shortened to three days, making gene sequencing commercialized into clinical applications. It is possible and lays the foundation for the precision medical industry. It is expected that by 2020, after the third-generation sequencing technology is applied on a large scale, the cost of completing a sequencing may be reduced to 0.1 yuan, and the sequencing time is expected to be shortened to 10-15 minutes.

Precision treatment is the ultimate goal of development

The precision medical industry chain includes upstream medical equipment (equipment) R & D and production, medical consumables manufacturing, biological sample database establishment and maintenance, cutting-edge medical technology and related technology research and development; midstream biological sample data detection, measurement and analysis diagnosis; downstream Precision treatment and health management.

Gene sequencing is the basis for the development of the precision medical industry, and has formed a complete commercial application market. Gene sequencing is the foundation of the precision medical industry and runs through the precision medical industry chain. The upstream of the gene detection is the sequencing instrument and reagent consumables, the midstream is the gene sequencing service, and the downstream is the bioinformatics analysis. The middle and lower reaches for the group include hospitals, pharmaceutical companies, research institutions and consumers.

Sequencing technology is at the heart of the genetic sequencer. Gene sequencing technology has developed a three-generation sequencing technology to date, and the second-generation sequencing technology is currently used for large-scale commercial applications.

The genetic sequencer has a very high barrier. The global genetic sequencer market has been monopolized by Illumina, Life Technology and Roche (Roche), as shown in Figure 1.

[Dry goods] Interpretation of the 2016 China Precision Medical Industry Evolution and Investment Value Research Report

Figure 1 Global Gene Sequencer Product Sales

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