大陸基因檢測市場分析一、大陸基因檢測公司發展起沿與政府主要政策與法令二、全球基因檢測市場三、基因檢測主要營運模式四、同業4P策略比較五、同業產品定價比較六、同業營運績效案例七、康雋生技在大陸基因檢測市場定位與機會八、大陸檢測市場重新洗牌一、大陸基因檢測公司發展起沿與政府主要政策與法令1.1大陸基因檢測公司發展起沿1.2大陸基因檢測政府主要政策與法令二、全球基因檢測市場FROST & SULLIVAN推估,2012年全球IVD市場達450億美元,2012~2017年複合年成長率7.2%。
2012年全球分子診斷市場約50億美元,2012~2017年複合年成長率高達12.6%,對比於免疫化學診斷市場僅6.7%、自我血糖檢驗市場約4.2%的複合年成長率,分子診斷市場成長力道強勁。
就疾病領域分析,全球分子診斷市場以感染性疾病檢測占最大比例,2012年感染性疾病檢測營收佔分子診斷的50~60%,基因檢測佔30%,血液篩檢占不到20%。
新華網武漢20一三年7月14日電(記者徐海波陳俊)中國最大的基因檢測機構華大基因助理院長楊爽透露,公司去年的總營收已超過一五億元,預計未來3年內,年均銷售收入增幅將達到300%。
據生物晶片上海國家工程研究中心北方基地統計,隨著中國人消費能力和健康保健意識的不斷增強,將有越來越多的人認識到基因檢測的重要性,每年基因檢測量至少在300萬人次以上,且逐年遞增,市場銷售額可觀。
三、基因檢測主要營運模式依通路形式區分有以下營運模式:依受測者檢體寄送方式與來測報告提供模式可分為:①Business TO Business例如:上海聯合基因是透過各地加盟商,天獅是透過健檢中心,廣州達安基因是由各地醫院將消費者檢體配送到各地的檢測中心。
檢測報告②Business TO Client例如美國23andMe公司與大陸360°基因網站。
北京慈銘奧亞醫院與深圳人民醫院均設有基因檢測中心。
四、同業4P策略比較(29) Foundation Medicine Inc.(股票代碼FMI)We are a commercial-stage company focused on fundamentally changing the way patients with cancer are treated. We derive revenue from selling products enabled by our molecular information platform to physicians and biopharmaceutical companies. Our platform includes proprietary methods and algorithms for analyzing tumor tissue samples across all types of cancer, as well as information aggregation and concise reporting capabilities. Our products provide genomic information about each patient’s individual cance r, enabling physicians to optimize treatments in clinical practice and enabling biopharmaceutical companies to develop targeted oncology therapies more effectively.Since our inception in 2009, we have devoted substantially all of our resources to the development of our molecular information platform, the commercialization of FoundationOne, and the development of new products such as FoundationOne Heme. We have incurred significant losses since our inception, and as of December 31, 20一三our accumulated deficit was $89.8 million. We expect to continue to incur operating losses over the near term as we expand our commercial operations, conduct clinical trials, and invest in our molecular information platform and additional product offerings.On September 30, 20一三, we closed our initial public offering, or the “IPO”, of our common stock which resulted in the sale of 6,772,221 shares of our common stock at a public offering price of $一八.00 per share, before underwriting discounts, including 883,333 shares of common stock issued upon the exercise in full by the underwriters of their option to purchase additional shares at the public offering price to coverover-allotments. We received net proceeds from the IPO of approximately $110.4 million after deducting underwriting discounts, commissions, and expenses payable by us.Our Solution — A Single Molecular Information Platform to Improve Patient CareA Comprehensive Clinical Assessment of Actionable Alterations in Cancer Genes(30)23andMe23andMe 是由穀歌創辦人之一謝爾蓋·布林的妻子Anne Wojcicki于2006年創辦的一家為個人提供DNA測試服務的公司,曾獲得《時代》雜誌2008年年度最佳發明獎,之前獲得此殊榮的分別是iPhone和Youtube。
23andMe公司採用的基因分型技術利用磁珠晶片這一微型遺傳實驗室,它的表面擁有數百萬個細小磁珠,其附著探針後通過堿基互補作用吸附基因組中感興趣的SNP位元點,從而獲取樣本中特定位元點的遺傳信息。
基於Illumina 分型技術的23andMe公司能檢測960,000個特定單核苷酸多態性(SNP)[1],從而診斷癌症、老年癡呆症和糖尿病等患病風險。
這項技術目前處於遺傳檢測的領先水準,能夠從堿基位點診斷遺傳疾病和敏感性,如一個人在特定位點攜帶“C”堿基比那些同一位點為“G”的人更敏感於苦味。
[2]23andMe公司共發起四輪風險融資,除第一次融資不詳外,其它的融資總額分別是2780萬美元(2009年)、2200萬美元(2010年)和5000萬美元(2012年),目前已累積募資超過1億美元。
在23andMe前3輪融資中,謝爾蓋.布林以個人身份投資23andMe約340萬美元,而穀歌公司的融資金額共計1170萬美元,這些資金的介入從一定程度解決生物初創企業融資難題,同時刺激其它風險資金機構的青睞。
23andMe提供的服務在基因測序技術突飛猛進的時代背景下,大幅度下降的測序價格讓基於測序數據的遺傳診斷服務走向平民化,這讓23andMe公司有巨大的市場前景。
此外,DNA分析在當代醫療技術中越來越受到重視,擁有專利技術優勢的23andMe公司必將有良好的發展前景。
目前23andMe公司提供的基因診斷服務已相當完備,如:祖先起源,頭髮品質和肌肉等體征情況,93 種疾病的風險因素以及對藥物的反應預測等23andMe provides ancestry-related genetic reports and uninterpreted raw genetic data. We no longer offer our health-related genetic reports. If you are a current customer please go to the health page for more information. Close alert.Find relatives across continents or across the street.Ever wonder who's related to you? You'll likely discover dozens or even hundreds of people who share DNA and ancestors. The matches you'll get can range from close family to distant cousins.Build your family tree and enhance your experience.Preserve your family's history by highlighting names, dates, events, and more. See if you can gather data from newly found relatives to fill in the missing branches of your tree. If you already use a family tree service, you can easily import your tree.Share your knowledge. Watch it grow.Make the most of your results by inspiring family members to join 23andMe. The more family members you have in the database, the more comprehensive the picture of your ancestry will be.(31)Life Technologies Corp.(LIFE)Thermo Fisher Scientific corporation uses the Life Technologies brand name for a family of subbrands of biotechnology products and services.The use of the "Life Technologies" brand name is disputed. Life Technologies (India) Private Limited, a company founded in 2002, operating in this corporate name claims ownership of the brand name.Erstwhile Life Technologies Corporation (now used as a brand by Thermo Fisher Scientific Corporation) was founded in November 2008 through a US$6.7 billion merger of Invitrogen Corporation and Applied Biosystems Inc. The joint sales of the combined companies were about $3.5 billion; they had about 9,500 employees, and owned more than 3,600 licenses and patents.In 20一三 Thermo Fisher agreed to buy Life Technologies for $一三.6 billion. The sale was completed on 4 February 2014, and Life Technologies was renamed Life Sciences Solutions.Between its formation in 2008 and its acquisition by Thermo Fisher Scientific in 2014, Life Technologies Corporation was an independent multinational corporation based in Carlsbad, California, United States.(32)Illumina Corp.(ILMN)Illumina公司總部位於美國加州聖地牙哥,是NASDAQ上市公司,專精生物晶片技術的產品開發和應用。