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基因测序行业鏖战 “华小”系对标老东家华大基因

2017-08-29 12:10:27   中国经济网

这天,华大基因的股价再次刷新纪录,在临近收盘时拉升至涨停,股价报收于131.63元/股,再创新高,市值达527亿元。

“华小”激战细分市场

从1999年创办至今,有许多员工出走华大基因,他们或加盟基因测序企业,或单独创业。如今,有的“华小”系企业已成为华大基因的竞争对手。

“华大作为行业的开拓者,毫无疑问在这个过程中,起到非常大的作用,但是更多的人来做这样的事,本身是从控制基因疾病的角度出发,是有好处的。”李治平告诉时代周报记者。

目前,华大基因已成为基因行业中的一家全产业链公司,与“华小”在市场上的细分领域存在重叠,亦是不可避免。

目前,国内的基因检测服务提供商大多以无创产前基因检测为主,其他的还有药物靶向治疗检测、遗传缺陷基因检测、致病基因检测、肿瘤基因检测等多种基因检测服务。而在“无创产前检测”业务领域,贝瑞和康与华大基因几乎平分秋色。

贝瑞和康主营业务为向科研领域基因测序、临床医学疾病筛查提供基因检测服务,同时也向合格的医疗机构销售高通量测序仪以及相关试剂,获得相应的服务收入和产品销售收入。

2014年、2015年和2016年上半年,贝瑞和康的医学产品及服务收入分别为2.93亿元、3.90亿元和3.66亿元,分别占据主营业务收入的比例为87.55%、87.70%和94.94%。

贝瑞和康表示,医学产品及服务收入占比较大,主要因为无创产前基因检测服务是贝瑞和康的核心优势业务,与无创产前基因检测相关的试剂和设备销售成为其重要的收入来源。

作为检测机构,贝瑞和康与产前诊断机构合作,提供检测技术,负责标本转运与检测,提供检测结果等事项,在激烈的竞争市场环境占有较强的竞争力。相比之下,华大基因则主要通过提供服务获取收入,主营业务由生育健康类服务、基础科研类服务、复杂疾病类服务和药物研发类服务构成。

2014年、2015年和2016年,华大基因生育健康类服务收入分别为3.57亿元、5.68亿元和9.29亿元,分别占据当年主营收入的31.71%、43.50%和54.62%。

市场上越来越多的新进入者进入无创产前基因检测领域,这其中不乏“华小”系公司,除了贝瑞和康外,还包括安诺优达、凡迪生物等,它们主要分布在中国和南亚市场。

谈及与华大基因的竞争,8月28日,高扬在接受时代周报记者采访时表示,其实真正的竞争强度,没有想象的那么大,现在市场的渗透率较小,空间比较大。

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