Industrial chain analysis of drug eluting balloon industry
2024-06-11
(1) Upstream analysis Upstream participants are mainly raw materials, drugs and production equipment suppliers, including: raw material suppliers mainly provide pipes, handles, etc., the raw material cost of a single drug-coated balloon is about 150-200 yuan; The drug supplier provides two drugs, paclitaxel and rapamycin. The above drug coated balloon products are paclitaxel coated drugs, and the market price of paclitaxel is about 800 yuan/gram. Production equipment suppliers provide balloon production equipment and drug spraying equipment for midstream production enterprises. Due to the high cost of production equipment, the fixed asset investment of midstream production enterprises is high.
(2) Middle stream analysis drug coating balloon manufacturers are core participants in the middle stream of the industry, mainly engaged in drug coating balloon research and development, registration, production and sales. From the perspective of production process, the drug coated balloon combines the ordinary balloon production process with the drug spraying process, and its technical difficulties are mainly in the selection of carrier drugs, dose setting and drug spraying. From the perspective of layout enterprises, participants in China's drug coating balloon industry include local enterprises and multinational enterprises, of which: local enterprises started late, the technical level and innovation lag behind multinational enterprises, but the transformation of research and development results is better, the development speed is faster, the representative enterprises are Xianruida, Yinyi Biology and broad Medicine; Multinational enterprises in the drug coating balloon industry occupies a major position, from the deep technology accumulation and product quality assurance, representative enterprises including Germany Braun, Boston Scientific, Medtronic and other international medical device giants.
(3) Downstream analysis Downstream is the application terminal of drug coated balloon products, involving hospitals at all levels and terminal patients. According to the "Measures for the Management of Clinical Application of Medical Technology" and the relevant provisions of surgical grading management, cardiovascular interventional treatment (including balloon interventional treatment) belongs to the third level or above surgery, and the implementation of balloon interventional treatment has high requirements for the basic conditions of the hospital's department setting, medical equipment, and physician allocation. Therefore, the third class A hospital is the core service place of drug-coated balloon interventional therapy. From the perspective of market circulation, the drug-coated balloon is a high-value medical consumable, the product price is high, and the gross profit margin of the industry is between 60% and 80%. Usually, the pure raw material production cost of a single drug-coated balloon is about 300-350 yuan, the factory price is about 10,000 yuan, the bidding price of domestic drug-coated balloon is about 20,000 yuan, the bidding price of imported drug-coated balloon is between 23,000 yuan and 27,000 yuan, of which the cost of the middle circulation chain is between 0.5-10,000 yuan.
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