The National Health and Family Planning Commission called after clinical application of immune cells，Companies that are mainly engaged in business have fallen sharply，Explore other sources of income，Storage with cells、Medical beauty is the mainstream，But the hematopoietic function cannot be recovered in the short term。The industry is expected to eliminate 2/3 companies。

 

  & ldquo; You can look forward to our cell bank，& rdquo; Talk to the corporate & ldquo; blood supplement & rdquo;，The founder and CEO of Heichi Kang Luo Xiaoling slightly mysteriously revealed to the 21st Century Business Herald。

 

  Unified Kang is developed with immune cell technology、Clinical Scientific Research、Clinical applications and technical services are companies that are mainly business，Five years of establishment & ldquo; New Third Board Immune Cell Treatment the first stock & rdquo; title，Running all the way，Layout subsidiaries in many places、Laboratory。

 

  Who knows，Just one year after listing，Wei Zexi Incident prompted the National Health and Family Planning Commission to urgently suspend the clinical application of all immune cell technology，The industry turns straight down。Unified Kang also ushered in the first earthquake that has been founded to this day，The 2016 semi -annual report shows，The company's operating income is about 17.46 million yuan，decreased by 30.05%year-on-year; the net profit of the shareholders of the belonging company is about -11.95 million yuan，greatly decreased by 544.03%year -on -year。

 

  Immunotherapy enterprises in the same situation as Hyinichi are not a few。In recent years，A shares have emerged with many listed companies with cell immunotherapy products，Many of them are through the shares、Getting into this field。According to incomplete statistics，Nearly 20 A -share listed companies with the concept of immune cells，There are 7 in the New Third Board。

 

  After stopping，21st Century Business Herald Reporter Discovery，Extending to immune cell storage、Medical beauty is the two major choices of the above -mentioned enterprises to explore the new business model。stake online sports bettingBut stake online sports bettinglost clinical income source、New business has just started，Add continuous R & D investment，Immune cell enterprises may be difficult to turn losses in the short term。

 

  Li Guolin, a partner of Gaotjia business, believes: & ldquo; The entire industry is facing great pressure，Enterprises should continue to carry out research and development work，It belongs to pure investment、No return。Value，The price of cellular immunization is at least 50 %。But companies with core technology can still survive。& rdquo;

 

  Revenue pressure

 

  Ten years ago，Luo Xiaoling, who has worked in the hospital for more than 20 years，Leaving the system due to the huge imagination space of the stem cell industry，Det technical research and development。

 

  2009，The Ministry of Health incorporates immune cell therapy technology into the third category of medical technology management，In the same year, "Auto Immune cells (T cells、NK cells) Treatment Technical Management Specification (Draft for Consultation)，Medical institutions that further develop the clinical application of autoimmune cell therapy、Medical staff、Cell Preparation Technology、Cell preparation quality control and other aspects formulated a series of specific requirements。

 

  & ldquo; it allows autoimmune cell technology clinical application，Many provinces include it into medical insurance。So we pay attention to this technology，Understanding the development stage and development space of this technology worldwide。We think further research、Converting this technology is very valuable and meaningful，Therefore, more than a dozen scientists and a dozen managers have been established.。& rdquo; Luo Xiaoling Memories。

 

  Since then，Uniyi Kang entered the fast track，The main business includes ECIK、d-cik、DC-CTL and other cell therapy technology。2012，Uniyi Kang realized profit of 416,200 yuan。

 

  Luo Xiaoling further said: & ldquo; We are not responsible for clinical，Not charged alone，Only provide cell technology products，The hospital is sent to our company after finishing blood collection，We cultivate this cell again，Return to the hospital。After the hospital, the hospital needs to do a third -party test，It is used for clinical after confirming the standard。After processing a cell，The hospital pays the technical service fee in accordance with the price of our agreement。& rdquo;

 

  Policy Dongfeng also gave birth to the capital boom of the immune cell industry。Public information display，From 2009，Shuanglu Pharmaceutical、Xiangxue Pharmaceutical、Haixin shares、Kaineng Environmental Protection、Yao Kee Poker、A -share listed companies such as Zhongyuan Xiehe have deployed the immune cell industry。

 

  Unified Kang is also favored by many investment institutions，Obtaining 1.4 million yuan of angel round financing from Chuangsai Investment Company，and Shenzhen Innovation Investment Company、20 million yuan A financing of 20 million yuan of Futian Investment stake sports betting appCorporation Stake Sports Bettingand Hongtu Investment Company。

 

  May last year，The State Council issued the "Decision on Cancellation of Non -Administrative License Approval Issues"，Cancelled the approval of immune cell therapy technology，It means that the country began to let go of the censorship of tumor immunization technology，This will inspire the hospital to adopt more immune cell therapy plans。

 

  Also in this month，Uniyi Kang officially landed on the New Third Board。Now，There are more than 20 hospitals that have cooperated with Heichi Kang，More than 10 co -construction laboratories。According to the original plan，These two numbers should continue to grow。

 

  But，May 4, 2016，The National Health and Family Planning Commission said that the clinical application of immune cells caused the growth plan of the unified Kang。The relevant person in charge of Heichikang told the 21st Century Business Herald reporter: & ldquo;，Income re -invested research and development to form a positive cycle，After stopping, it was broken。Now most laboratories are sealed，Since we sign the agreement with the hospital are generally about ten years，and the number of laboratory personnel from more than 20 people，But part of it has been dismissed now。& rdquo;

 

  Uniyi Kang Half -annual Report Display，The number of company employees is reduced from the original 204 to 118 people，& ldquo; The company's main business has been suspended from May 2016，The main business income drops sharply。At the same time, to deal with the new industrial layout，Re -adjust the company staff，As a result, the profit of this reporting period has dropped sharply。& rdquo;

 

  Reporter sorted out the 2016 semi -annual report of six other immune cell companies in the new third board，In addition to the main business commissioned culture、Hongtian Biological and Mainly -owned neurotic stem cell drugs such as health management and other businesses，The remaining four main business business is similar to Unified Kang。

 

  Where，Mai Jian Bio、Hongtian Bio、The operating income of Shunhao's creatures decreased by 48.81%compared with the same period last year、71.94%、109.02%，And Hammerton's operating income increased by 0.52%compared with the same period last year，But the net profit decreased by 42.31%。

 

  Li Guolin predicts: & ldquo; The stop is to regulate the market、Formulate standards，The next standard introduction will be accelerated。There is no core technology in the market or the technology that is not clearly eliminated by the company is gradually elimination，And the technology that has achieved a certain clinical efficacy and verification companies will also accelerate in terms of technical breakthroughs。For the entire industry，This is an opportunity for a reshuffle，I think it will eliminate 2/3 companies。& rdquo;

 

  Explore new business

 

  Lost the main revenue source，Unified Kang Pangling is to adjust the business direction。

 

  Luo Xiaoling told the 21st Century Business Herald reporter，Uniyangkang will increase the research and development investment in the direction of drug stake betting appresearch，stake sports betting appThrough cell bank、Medical Beauty achieves revenue。At the same time，Accelerate overseas cooperation，Implementing technical output。

 

  Where，Cell Bank is cell storage，The upstream of the stem cell industry，Save a certain period of time through a certain method，Ensure that the function and activity of cells is not significantly affected。November last year，Uniyi Kang Immune Cell Bank launched a trial operation in Shenzhen。

 

  Reporter noticed，Hongtian Bio、Mai Jian Bio、Anji Xiekang and Shunhao Bio are also accelerating the layout of the cell storage business，Hongtian Biotechnology spent 500 million yuan to build a cell bank that has aroused widespread attention in the industry。And Mai Jian creatures、Hammerton also treats medical beauty as the main adjustment direction。

 

  but，In terms of competition in cell storage, the bayonet has long been like red，Including Zhongyuan Xiehe、Guanhao Biological、Kaineng Environmental Protection、Xiangxue Pharmaceuticals, etc. to build a large number of libraries in various places to prove。

 

  Director of the Department of Blood Medicine of Guangzhou No. 1 Hospital told the 21st Century Business Herald reporter，The entry threshold for cell storage is not high，Mainly to ensure that it is not pollution，Cost contains the construction of the self -warehouse、The use of nitrogen and other materials and manual，& ldquo; You can build a private library to carry out cell storage。& rdquo;

 

  Li Guolin also pointed out: & ldquo; The threshold for immune cell storage is mainly qualifications，Stem cell storage has only one province with one qualification，There is no relevant license for immune cells。Another，The necessity of storage of immune cells also needs to be further discussed，External propaganda immune cells can help improve when immune function attenuation，But the key is to be verified in the treatment of disease treatment，Now stopping clinical applications will also affect the stored value。& rdquo;

 

  For this，Luo Xiaoling said frankly: & ldquo; Whether cell storage energy operates，It is still blank in law，But the corresponding technical indicators still have standard requirements，For example, the establishment of the library、Laboratory construction、Personnel matching and other regulatory departments still have requested。Qualified laboratories are not low。& rdquo;

 

  The competitive environment in the field of medical beauty is even more complicated，Revenue capacity also needs to be tested。Look at the semi -annual report disclosed from China Concorde，Its main scientific research service、In the production of three items of the test reagent，The first two half -year revenue exceeds 100 million，and the revenue of cosmetics manufacturing is only about 700,000，The proportion of about 0.2%。

 

  There are also companies that have the current hot CAR-T、Gene detection is determined as business adjustment direction，But both are new fields，Enterprises need to build a new technical team。

 

  Take Car-T as an example，CIK team is generally stake sports betting appgood at the cell field，But My stake betting appCAR-T involves the construction of the carrier，Molecular biology experts also need，Special is not easy。

 

  & ldquo; The actual research and development of immune cell enterprises has the deepest injury，Uncomfortable enterprises use immune cell technology as a trade service，Now just stop clinical business，R & D enterprises must continue to invest in investment，The valuation of the target after stopping is greatly reduced，And the hospital currently holds a conservative attitude。& rdquo; Li Guolin said。

 

  This is also the current big problem of Heichi Kang。After listing last year，Unified Kang completed the first round of a fixed increase of 800,000 shares，30 yuan per share，Beijing Zhongrong Dingxin Investment Management Co., Ltd. Zhongrong Dingxin & mdash; & mdash;。According to the plan，This year, Uniyang will complete a new round of fixed increase。

 

  & ldquo; The company is still input，So I will still lose in the second half of this year，& rdquo; Luo Xiaoling sighs，& ldquo; Our two -round fixed increase has been started，It is expected to be completed by the end of the year。Fixed increase is not just financial issues，We also look at resources and markets。After the government is stopped at one time，The biggest blow should be the entire capital market to cell technology、Investment confidence in the uncertainty of the policy。& rdquo;

 

  Li Guolin told reporters: & ldquo; Capital Society Investment in frontier research and development technology direction、The team has the foundation、A certain number of clinical samples made in clinical aspects，and get a certain clinical effect target。Personally think，It is a good time for layout of cell therapy，This valuation depression can be tapped really valuable、Companies that have a good reserve in technology，Cooperate together to work clinically，Finally, through clinical effects, the policy progress。& rdquo;