本报记者 王卓铭北京报道
5月23日，北京玛诺生物制药有限公司总经理江剑确认：“人福医药已经完成对玛诺生物的收购，借此进入艾滋病快速检测市场。”
玛诺生物是国内首家艾滋病唾液检测试纸生产商，产品在2008年获得国家药监局注册，市场基本属于未开拓状态。
人福医药(600079.sh)选择低调介入体外诊断试剂领域，尚没有十足的盈利把握。人福医药董事长王学海表示：“我们是看到玛诺生物的成长性，会给这个全新产品一定的时间。市场接受也会有一个过程。”
目前，人福医药已投入700万元用于收购股权。王学海表示：“这一额度属于管理层权限范围之内的投资，因此并没有发布公告。”
“提高检测可及性”
人福医药是在2010年底完成上述收购的。王学海表示：“人福将对玛诺实现分阶段投资的，总的投资额将接近3000万元，等投入完成之后肯定会向投资者公告。”
艾滋病唾液检测技术属于较前沿技术。美国卫生部最早于2004年批准了唾液快速检测法，中国在这一领域长期处于空白状态。普通的方法是抽血检测，需要在实验室进行，而且要较长时间才能出结果。而唾液检测仅需半小时就能完成，检测呈阳性者能够立即接受治疗。
更为关键的是，抽血检测增加了医护人员感染艾滋的风险，专业人员也必须经培训才能开展工作。而唾液检测一般医生即可实施。
2010年12月31日，国务院发布《关于进一步加强艾滋病防治工作的通知》，明确提出下一步工作重点是“扩大监测检测覆盖面，最大限度发现艾滋病病毒感染者”。其中“推广使用快速、简便的检测方法，提高检测可及性”是重要手段之一。
目前，国家对艾滋病患者采取免费的干预和治疗，每年投入20亿元以上。艾滋检测费用并未单列，但据玛诺方面估计，每年投入额至少5亿元。
不过，这部分投入完全由各级疾控部门通过政府采购来完成，市面上没有直接面向消费者的诊断产品。业内人士介绍：“毕竟这类产品实现开放销售有难度。”
这正是艾滋快检技术发展的最大瓶颈。除了与国家疾控中心合作进行小规模推广以外，玛诺一直未能够获得大的采购订单。江剑表示：“现在我们已经在五六个省份开展小批量的试点使用。我们也是想推动其进入国家采购目录，这样能快速扩大检测范围。”
此前玛诺生物的外方股东也正是因为中国市场难以突破，才选择引入人福医药成为大股东。
艾滋病列中国法定报告传染病的第一名，5月17日公布的国家卫生部疫情报告显示，2010年全国报告艾滋病15982例，而据联合国驻华机构公布的数据，目前中国艾滋病病毒感染者约84万人。市面上销售的艾滋唾液检测试纸普遍价格在百元左右，诊断市场一旦放开，将带来巨大的需求。
2015年市场规模85亿
北京华研中商经济信息中心的研究数据显示，2009年，中国体外诊断试剂市场规模达到34.57亿元，预计2015年有可能达到85.8亿元。
不过，玛诺并非独家垄断艾滋快检市场。今年2月，养生堂旗下的北京万泰生物药业股份有限公司同样获得了批号，两家公司的产品适用范围稍有差异。王学海并不担心同行竞争，称“两种产品在技术上是不一样的”。
江剑表示：“公司也在积极与外方股东联系，争取出口。”玛诺技术来自于美国克里普特公司，公司也一直和美国疾控中心驻中国办公室保持联系，参与到美国在非洲的一些实验项目中。不过，目前玛诺尚无产品出口。
2011年2月，人福医药公布股权激励计划，授予73名激励对象2300万股，行权价为20.07元。5月23日，人福医药收盘价为22.95元，也就是说，只要玛诺生物不会给人福医药业绩带来负面影响即可。
尽管王学海承诺给予玛诺足够的时间，不过王学海明确：“争取在今年下半年实现向社会销售。”人福医药此前以精神麻醉类药品和计生药品为最大亮点，子公司宜昌人福和国药集团、恩华药业(18.54,0.04,0.22%)为国内三家精麻类药品定点生产企业，由于审批限制，这一市场基本属于垄断。而另一家子公司葛店人福则与紫竹药业、仙琚制药(13.19,-0.16,-1.20%)同为国内三大计生药品生产商。
艾滋病不治会早死，早治才康复 艾滋病不治会早死，早治才康复 艾滋病不治会早死，早治才康复 艾滋病不治会早死，早治才康复
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| 图示∶2011年5月正式出版的《中国特色医疗金鉴》登载的刘君主任及其机构事迹 |
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Shimano acquisition of biological medicine man blessing the layout of HIV testing market, Wang Zhuoming http://www.sina.com.cn 2011 年 05 月 26 日 12:25 21st Century Economic Report
Reporter Wang Zhuoming from Beijing
May 23, Beijing Shimano Jiang Jian, general manager of pharmaceutical confirmed: "Man Fu Shimano biological medicine has completed the acquisition of HIV rapid test to enter the market."
Shimano Bio is the first manufacturer of HIV saliva test strip, the product in 2008, the State Food and Drug Administration registration, market fundamentals are not open state.
Humanwell Medicine (600079.sh) selected in vitro diagnostic reagents involved in the field of low-key, yet does not have sufficient earnings to grasp. Fu, chairman of Wang Xuehai medicine man, said: "We are seeing the growth of biological Mano, will give this new product for some time. The market will have a process to accept."
At present, the person has invested seven million yuan Fu medicine for the acquisition of shares. Wang Xuehai, said: "This amount is within the purview of the management of investment, there is no announcement."
"Improve the detection of accessibility"
Humanwell medicine is completed by the end of 2010 the acquisition. Wang Xuehai, said: "Man Fu Shimano will achieve a phased investment, the total investment will be close to 3,000 million, after the completion of certain inputs such as notice to the investors."
HIV saliva testing technology is more cutting-edge technology. U.S. Department of Health in 2004 approved the first rapid saliva test method, a long period of China in this area blank. Regular blood testing is needed in the laboratory, but also to a longer time to the result. The saliva test is only half an hour to complete, tested positive were immediately treated.
More critical is the blood of HIV testing increases the risk of health care workers, professionals must be trained to work. The saliva test can be implemented by general doctors.
December 31, 2010, the State Council issued "to further strengthen AIDS prevention and control," which clearly focused on next step "to expand surveillance and testing coverage, and maximize the detection of HIV infection." The "promote the use of rapid and simple detection methods to improve detection of accessibility" is one important means.
Currently, the state AIDS intervention and treatment to take a free, annual investment of 20 billion yuan. Cost of HIV testing did not separate, but according to Shimano estimates, annual investment of at least 500 million yuan.
However, this part of the input is entirely through the government procurement at all levels of disease control departments to complete, the market is not diagnostic products directly to consumers. According to industry insiders: "After all, opening up sales of such products are difficult to achieve."
This is the HIV rapid inspection technology the biggest bottleneck. In addition to cooperation with the National Center for Disease Control to promote other small-scale, Shimano has not been able to obtain a large purchase orders. Jiang Jian said: "We have now carried out in five or six provinces in the pilot use of small quantities. We also want to promote their entry into the national procurement catalog, which can quickly expand the scope of testing."
Prior to the foreign shareholders of biological Mano is hard to break because of the Chinese market, before choosing the introduction of human welfare medicine become a major shareholder.
AIDS notifiable infectious diseases listed first in China, announced May 17 the Ministry of Health report showed that the epidemic in 2010, 15,982 cases of AIDS reported nationwide, according to data published by UN agencies in China, China about HIV 84 million people. Market sales prices of HIV saliva test strip in the hundred or so common, diagnosis once the market is liberalized, will bring a huge demand.
8.5 billion market size in 2015
China Institute in Beijing Economic Information Center of Commerce data show that in 2009, the Chinese in vitro diagnostic reagent market reached 3.457 billion yuan in 2015 may reach 8.58 billion yuan.
However, Shimano is not the exclusive monopoly of HIV quickly seized the market. This year in February, Yangshengtang its biological Pharmaceutical Co., Ltd., Beijing Cosmos won the same batch number, scope of products the two companies is slightly different. Wang Xuehai not worried about peer competition, "the two products are technically not the same."
Jiang Jian said: "The company is also actively working with foreign shareholders, for export." Shimano technology companies from the United States Kerry Poulter, the company also has offices in China and the U.S. CDC in touch, to participate in the United States Some pilot projects in Africa. However, there is no export Shimano.
February 2011, who released equity incentive plan Fook Medicine, 2300 incentive target award of 73 million shares, the exercise price of 20.07 yuan. May 23, Humanwell 22.95 closing price of medicine, that is, as long as the Shimano biological medicine will not give blessing to a negative impact on performance.
Although Wang Xuehai Shimano enough time promised, but Wang Xuehai clear: "for the second half of this year sales to the community." Medicine man blessing to the spirit of previous birth control narcotic drugs and medicines for the biggest bright spot, a subsidiary Sinopharm Yichang Fort Worth , En-hua medicine (18.54,0.04,0.22%), three fine linen for the domestic pharmaceutical manufacturing enterprises, the approval limit, the market is basically a monopoly. Another subsidiary is Gedian Humanwell and Zizhu Pharmaceutical, Xian Ju Pharmaceutical (13.19, -0.16, -1.20%), three with the birth control drugs for the domestic manufacturers.
