Share with friends and circles of friends with wechat scanning QR code < / P > < p > news on July 18. Recently, Zhu Yeqing, CEO of nuofui health, said in a public speech that the domestic IVD industry is entering the fast lane. According to caivd statistics, there were 58 domestic listed enterprises mainly engaged in in in vitro diagnosis business by the end of 2021, with a total revenue of 145.032 billion yuan. As of the closing price on June 30, 2022, the total market value of domestic listed enterprises mainly engaged in in in vitro diagnosis business was 547.644 billion yuan. The average PS of the industry is about 4, and the PE peak in 21 is about 60, which is close to 45 under normal circumstances

the new crown detection and cancer early screening have become the new track for traditional IVD enterprises to break the situation. Zhu Yeqing believes that the cancer early screening industry cannot take advantage of opportunistic sudden outbreaks like nucleic acid testing. The barrier of early screening for cancer is scientifically based and clinically verifiable. Clinical data is the final standard for testing all products

he said that the realization of early cancer screening requires a multi omics platform. It is difficult to achieve cancer screening with a simple technology and a target, especially for related precancerous lesions. The negative predictive value (leak proof ability) is the core index to evaluate early cancer screening products

in his speech, Zhu Yeqing emphasized that cancer screening products must strictly comply with the regulations, and as with drug approval, they should clearly distinguish the applicable population. Like the management of prescription drugs, in-hospital clinical products cannot be arbitrarily extended to out of hospital consumers without the guidance of clinicians, and auxiliary diagnostic products cannot be illegally extended to screening purposes. He expected that the cancer early screening industry could not last long. Only a registration certificate of "Chang Weiqing" could realize the outbreak and sustainable development of the whole industry

according to the public information on the official website of the State Food and drug administration, at present, there is only one IVD category III medical device cancer early screening license approved in China, Clear in the intended use "is applicable to the screening of high-risk people aged 40-74 years old with colorectal cancer "< / P > < p > ZHU Yeqing believes that there is still a misunderstanding about the cognition of cancer early screening products. The focus of the clinical value of cancer early screening is not to find more cancer patients, but to find patients with precancerous lesions earlier. Cancer early screening must have: clear clinical guiding significance, simple and accurate diagnosis methods and feasible clinical intervention methods. If patients with positive test results do not get intervention or termination, screening methods often bring problems to patients Is more anxiety and pain, and lose the health economics value of screening < p > < p > after the closing of the Hong Kong Stock Exchange on July 15, Novell health released its semi annual report expectation: as of June 30, 2022, according to Unaudited operating data, the group's total revenue in the first half of the year is expected to range from 217.1 million yuan to 231.6 million yuan, an increase range of 394.5% to 427.6% compared with the same period in 2021

the group's gross profit in the first half of the year is expected to range from 182.2 million yuan to 191.1 million yuan, an increase of 637.7% to 673.7% over the same period in 2021. The increase in performance was mainly attributed to the increase in revenue and gross profit of Chang Weiqing and poop tube, as well as the launch of the new product youyou tube in January 2022

according to the analysis of Haitong Securities Industry in 2021, about 540million people aged 45-75 in China may reach 600-700 million in the future. According to the 20% penetration rate of high-risk people of colorectal cancer and the market price of Chang Weiqing, the market space in 10 years can reach 162 billion yuan. (one orange)