2023-02-09-艾昆纬-制药公司的冻结资产-冷链药品（英）_15页_2mb

White Paper Analysis: Pharma's Frozen Assets - Cold Chain Medicines

Summary

This whitepaper examines the growing pharmaceutical market focused on cold chain medicines, defined as requiring temperature-controlled supply chains. The analysis reveals that the cold chain market (excluding vaccines and COVID-19 therapeutics in 2021) was valued at $384 billion, accounting for 32% of the total pharmaceutical market. Key drivers include biologics, particularly in immunology, oncology, and diabetes, and advanced therapy medicinal products (ATMPs). Growth in this sector outpaces that of ambient temperature medicines.

Challenges highlighted include the energy intensity of cold chain storage, significant regulatory compliance requirements, especially during the last mile delivery where temperature fluctuations risk patient health or economic losses. High-volume vaccines require infrastructure access even in remote areas, while high-value, low-volume ATMPs present complex logistics specific to wealthier nations.

To mitigate challenges and align with environmental, social, and governance (ESG) goals, the whitepaper suggests several strategic considerations: manufacturing closer to patients, exploring ambient temperature stable alternatives through formulation optimization (suggesting mRNA vaccines may follow within 10 years), investigating novel drug delivery systems (like patches), and utilizing greener fuels and recyclable, passive cooling solutions to reduce environmental impact. Collaboration between pharma and logistics companies is emphasized as crucial for navigating these complexities.

The conclusion underscores the need for dual innovation in biomedical and logistics sectors to address the growing market demand sustainably while reducing the carbon footprint of the cold chain, achieving this through localized manufacturing, improved formulation stability, and more efficient/logistical approaches.