U.S. blood testing company acquired by Roche

Roche Holding AG announced on the 2nd that in order to strengthen its expertise in the field of blood disease diagnosis, it has acquired the medical institution of the United States blood testing system, Institutional Investors.

It is reported that Roche Pharmaceutical will pay an initial purchase of 220 million U.S. dollars, which will be further paid in accordance with the progress of the development of institutional pharmaceutical investor companies. Roche expects the global laboratory blood testing business market to exceed US$2 billion.

According to statistics, Institutional Pharmacy Investors is headquartered in Boston, USA. It was jointly founded by two former senior managers of Cytyc Corporation, a leading company in cervical cancer screening technology, and private equity firm Warburg Pincus. It mainly develops innovative laboratory products. The Bloodhound system the company is currently developing is the world’s first integrated blood disease detection device that can provide faster and more accurate diagnosis of blood-related diseases such as anemia and leukemia, compared to other blood diseases currently on the market. The instrument uses fewer reagents. However, the system has not yet been approved by the US Food and Drug Administration.

In recent years, the development of China's blood testing market has also been very rapid. The relevant concept stocks of domestic A-share listed companies include Kehua Bio (002022) and Daan Gene (quotations, funds, stocks, and inquiries).

The beneficiary of Kehua Bionucleic Acid Screen is a biotechnology company with 30 years of production experience and a complete medical diagnostic product team. For the past 30 years, the company has always maintained a leading position in technology and quality. It is the first company to introduce hepatitis B and hepatitis C in China. And AIDS enzyme standard reagent manufacturer. The company has grown from the original single-agent manufacturing company to the current supplier of diagnostic reagents with the strongest overall strength across biochemical, immune and molecular fields.

Nucleic acid blood screening technology has high sensitivity, and can detect very small amounts of nucleic acid in the specimen, and can be detected in a few days after virus infection, which can greatly shorten the “window period”. Preliminary studies have shown that the mixed blood sample NAT test can reduce the average “window period” of HBV, HCV, and HIV infection by 9 days (shorter “window period” 20%), 59 days (82%), and 11 days (50%).

In April this year, the “National Health and Family Planning Commission issued a notice (plan) for issuing a comprehensive implementation of the Blood Donor Nucleic Acid Detection Work Program (2013-2015)” to propose a specific timetable for the promotion and promotion of blood screening nucleic acid testing. Years basically cover the whole country. According to rough calculations, if all of them are realized, it is expected to bring a market space of 780 million yuan to the blood screening market. It is understood that there are 14 Kehua biological cooperative blood stations, accounting for about 30%, and will be the beneficiaries of the implementation of the program.

Da'an Genes: Leading Domestic Diagnostic Reagents Sun Yat-sen University's Da'an Gene Co., Ltd. is a high-tech biomedical company relying on the scientific research platform of Sun Yat-sen University. The company is led by molecular diagnostic technology, and sets research and development, production and sales of clinical testing reagents and instruments. And the national chain medical independent laboratory clinical inspection services as one.

The company's main business nucleic acid Diagnostic Reagent business belongs to the in vitro diagnostic reagent (In Vitro Diagnostics, IVD) industry. It is used in the prevention, diagnosis, treatment testing, prognosis observation, health status assessment, and genetic disease prediction process for the human body. Samples for in vitro detection of reagents. According to the detection principle can be divided into biochemical diagnostic reagents, immunodiagnostic reagents, molecular diagnostic reagents (ie, nucleic acid diagnostic reagents) and so on.

Daan is a leading domestic nucleic acid diagnostic reagent company with a market share of more than 50%, and the industry background of high-tech barriers has become the company's moat defending its leading position. In 2012, diagnostic reagent revenue was 323 million yuan, an increase of 22% over the same period of last year. The ratio of revenue to revenue was 55%; service (ie, independent laboratory business) revenue was 184 million yuan, an increase of 39% year-on-year, accounting for 32% of revenue. The nucleic acid diagnosis industry has relatively high requirements for R&D. Daan is the most powerful company in the domestic R&D background and its industry leading position is hard to shake.