產業迎來大機遇 輔助生殖領域龍頭貝康醫療(2170.HK)拉昇漲超9%
格隆匯4月16日丨央行日前發佈工作論文指出，應全面放開和鼓勵生育。中國輔助生殖基因測序產業第一股貝康醫療(2170.HK)今日盤中快速拉昇一度漲9.28%報21.2港元，市值58億港元。
4月14日，央行官網發佈工作論文《關於我國人口轉型的認識和應對之策》指出，應全面放開和鼓勵生育，切實解決婦女在懷孕、生產、入托、入學中的困難，綜合施策，久久為功，努力實現2035 年遠景規劃和百年奮鬥目標。
行業內從業人員表示，“全面放開和鼓勵生育”的政策將促使整個生殖健康產業鏈的需求量大幅提升，給相關的行業和企業帶來巨大的發展機遇。根據弗若斯特沙利文報吿，中國生殖遺傳學醫療器械市場預計於2024年達到人民幣112億元，三代試管嬰兒的市場預計於2024年達到250億元。
貝康醫療是一家作為NGS細分市場——生殖領域的企業，主要業務為生產生殖領域醫療器械，試管嬰兒基因檢測試劑盒為主要產品。貝康醫療致力於高通量測序在輔助生殖領域的臨牀研究和應用，是第一家參與發佈《胚胎植入前染色體非整倍體檢測試劑的質量控制技術評價指南》的公司。業內人士指出，隨着全面放開和鼓勵生育，貝康醫療將迎來生殖健康發展大機遇。
據悉，貝康醫療再次入選2020年蘇州市“獨角獸”培育企業。作為中國生殖基因產業第一家主板掛牌上市公司，此次入選代表貝康醫療在發展潛力、創新能力、行業地位、發展規模等方面得到江蘇省政府相關部門的高度認可和充分肯定。
2015年貝康醫療自主研發的胚胎植入前染色體非整倍體檢測試劑盒（PGT-A）在2016年由國家標準管理中心分類界定為“三類醫療器械”監管的三代試管基因檢測產品，也是第一個獲得國家藥監局批准上市的產品。PGT系列產品檢測試劑盒中的PGT-M和PGT-SR產品分別預計在2022年和2024年取得的醫療器械註冊證。另外，憑藉在PGT領域中的核心優勢，貝康醫療預計在未來5年內完成全生育週期產業線的註冊報證。
貝康醫療還將在總部基地重點打造覆蓋全國範圍的生育IVD產業鏈及高端設備製造上下游集羣。未來將構建完整的輔助生殖產業生態，共同推進生殖醫學和出生缺陷領域前沿研究和關鍵核心技術突破，打造輔助生殖創新集羣。
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