請用此 Handle URI 來引用此文件:
http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/15576
標題: | 精準醫療廠商經營發展策略分析-以華大基因為例 The corporate strategy analysis of the precision medicine firm: A case study of BGI. |
作者: | Min-Che Lee 李旻哲 |
指導教授: | 陳忠仁(Chung-Jen Chen) |
關鍵字: | 次世代定序,基因檢測,精準醫療,五力分析,BCG 矩陣,競爭策略, Next Generation Sequencing,Genetic testing,Precision medicine,Porter five forces analysis,BCG matrix,Competitive strategy, |
出版年 : | 2020 |
學位: | 碩士 |
摘要: | 從1987年Applied Biosystems (ABI)第一代定序Sanger技術平台的發行至今已逾30多年,第二代定序技術的突破使得單一基因的定序成本降至一千美元,帶動定序技術於基因檢測商業市場能提供發展的助力,而精準醫療產業從2015年美國總統歐巴馬公開表示「精準醫療計畫」(Precision Medicine Initiative,PMI)後,結合定序技術的發展和各國政策的推行,此產業開始在各國綻放和火速發展,基因定序所提供的基因檢測對於「精準」醫療提供了基礎。 個案公司深圳華大基因股份有限公司(簡稱“華大基因”)的創辦源自於1999年,創辦人汪建先生成立華大而代表中國大陸參與人類基因組計畫(HGP),並於2017年7月以深圳華大基因股份有限公司在深圳證卷交易所上市。華大基因20年的發展歷程中,從中游基因定序檢測服務的主要業務,開展到現今能自主開發上游基因定序平台與整合下游的通路,成為中國大陸基因定序服務量最大的精準醫療服務公司。華大基因於2018年成為全球第三大的基因定序公司,截至2019年在全球銷售地區達100國家地區,營收達人民幣28億人民幣及淨利達2.2億人民幣,相比於2018年度營收成長10%。 在基因定序產業的上游設備儀器與試劑耗材市場呈現高市場集中度,中游基因檢測服務市場的服務公司於近三年來如雨後春筍般陸續成立,呈現白熱化的競爭狀況,因此本研究希望探討精準醫療產業與基因定序市場的產業概況、產業技術、產業關鍵因素,以及未來市場趨勢分析,並與華大基因的核心資源與能力做對應,來談討未來在基因定序產業中華大基因如何持續保持中游檢測市場業績的成長和突破已被壟斷的上游設備儀器市場壁壘。 華大基因透過整合其基因定序產業上中下游的能力資源成為綜合型的精準醫療服務公司,本研究找出華大基因的目標市場集中於中國大陸,且持續投入上游定序市場的研發,但整體的毛利卻持續下降,因此本研究針對其主要營收來源的上游設備儀器事業群與中游基因檢測事業群的未來發展及競爭策略有三項建議:取得第三代定序關鍵技術、提升海外市場與建立海外研究基地以及持續提升分析研究能力與雲端平台建置,透過以上的資源整合和核心競爭力的提升,創造各事業群之間的綜效與維持企業本身的競爭力。 It has been more than 30 years since the release of the first-generation sequencing Sanger technology platform of Applied Biosystems (ABI) in 1987. The breakthrough of Next Generation Sequencing (NGS) technology has reduced the sequencing cost of a single gene to one thousand US dollars, which has driven the sequencing technology to provide development assistance in the commercial market of genetic testing. The precision medicine industry began to flourish in various countries after the US President Obama publicly stated the 'Precision Medicine Initiative' (PMI) in 2015, combined with the development of sequencing technology and the implementation of national policies. The genetic testing provided by genetic sequencing gives the basis for 'precision' medicine. The case company BGI Genomics ('BGI') was founded in 1999. The founder Mr. Wang Jian established BGI to participate in the Human Genome Project (HGP) on behalf of Mainland China. In July 2017, BGI Genomics is listed on the Shenzhen Stock Exchange. In the 20 years’ development history of BGI, from the main business of gene testing services in midstream gene sequencing market to the ability to independently develop upstream markets' gene sequencing platforms and integrate downstream channels markets, it has become the largest precision medicine service company in mainland China. BGI became the third-largest gene sequencing company in the world in 2018. As of 2019, it has sales in 100 countries and regions, with revenue of RMB 2.8 billion and a net profit of RMB 220 million, which has 10% growth compared to last year. The genetic sequencing industry's upstream market for equipment and consumables in the high market concentration. Gene sequence service companies in the midstream genetic testing service market have sprung up in the past three years, showing a fierce competition. Therefore, this research hopes to explore and analyze the industry profile of the precision medicine industry, industrial technology, key factors, and future market trends. After then, corresponding to the core resources and capabilities of BGI, to discuss how the BGI keeps its revenue growth of midstream's gene testing market and breakthrough the monopolized gene sequence upstream equipment market barriers in the future. BGI has become a comprehensive precision medicine service company by integrating the upstream, midstream, and downstream market’s resources of its genetic sequencing industry. This research finds that BGI’s target market is concentrated in mainland China and continues to invest in the research and development of the upstream gene sequencing market, but the overall gross profit continues to decline.There are three suggestions for the future development and competitive strategy: acquiring the third-generation sequencing (TGS) key technology, improving overseas markets and establishing overseas research bases, and continuing to improve analytical research capabilities and cloud platform construction, through the integration of the above resources and the improvement of core competitiveness creates synergy among various business groups and maintains the competitiveness of the enterprise itself. |
URI: | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/15576 |
DOI: | 10.6342/NTU202002338 |
全文授權: | 未授權 |
顯示於系所單位: | 生物科技管理碩士在職學位學程 |
文件中的檔案:
檔案 | 大小 | 格式 | |
---|---|---|---|
U0001-0408202002021600.pdf 目前未授權公開取用 | 3.7 MB | Adobe PDF |
系統中的文件,除了特別指名其著作權條款之外,均受到著作權保護,並且保留所有的權利。