Covid-19 drug and covid-19 detection concept surged in the afternoon of the 27th. As of press time, covid-19 drug concept, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose by more than 14%, Zhejiang Jianfeng Group Co.Ltd(600668) limit, Zhejiang Cheng Yi Pharmaceutical Co.Ltd(603811) rose by more than 5%, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Zhejiang Canaan Technology Limited(300412) rose by more than 4%; In terms of covid-19 detection concept, Andon Health Co.Ltd(002432) rose by the limit, Wuhan Hiteck Biological Pharma Co.Ltd(300683) rose by more than 4%, and Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Asahi biology, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Changzhou Qianhong Biopharma Co.Ltd(002550) rose by more than 3%. In addition, Cansino Biologics Inc(688185) rose nearly 10% during the session.
In the previous four trading days, Andon Health Co.Ltd(002432) continued to callback, with a cumulative decline of more than 30%. This morning, the company announced that on January 26 local time in the United States, the U.S. subsidiary signed a “change contract” with the U.S. ACC (U.S. Army contract management command) on the original purchase contract. On the basis of the purchase of 250 million ihealth kit products in the original contract, the company purchased 104 million ihealth kit products. Due to the above changes, The total contract amount increased from US $1.275 billion to US $1.775 billion, about RMB 11.226 billion. The ihealth kit products purchased additionally shall be delivered before March 14, 2022, and the delivery method shall be Fob origin.
Andon Health Co.Ltd(002432) said that the performance of the above contract will have a positive impact on the operating revenue and operating profit in 2022. However, the company also suggests that the execution of orders and contracts may be affected by local epidemic changes, policy changes, changes in the company’s supply chain capacity, logistics and transportation risks, the terms of the contract that the U.S. government has the right to terminate at any time due to its own factors, as well as unforeseen or force majeure, and there may be a risk that the contract can not be performed on schedule or in full.
Benefiting from the significant increase in sales of the company’s testing kit products in the U.S. market, the company expects a significant increase in performance in 2021. On January 19, Andon Health Co.Ltd(002432) disclosed the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 900 million yuan to 1.2 billion yuan, with a year-on-year increase of 271.4% to 395.19%; The net profit after deducting non recurring profits and losses was 850 million yuan to 1.15 billion yuan, with a year-on-year increase of 243.46% to 364.68%.
The previous strong performance of Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) broke out again today, once up nearly 19%. It is worth noting that Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) recently announced that the company is not in the list system of qualified suppliers of MSD, the company has not signed any cooperation agreement with MSD, has no cooperative relationship with MSD, and does not supply uridine products to MSD. As a pharmaceutical intermediate, the production process of uridine is relatively mature, and there is no high technical barrier and market access threshold. From January to September in 2020 and 2021, uridine products accounted for 11.02% and 9.63% of the company’s operating revenue in each period respectively, which had little impact on the performance. At present, the company has no orders for uridine in hand.
The company also said that aztudine is an HIV reverse transcriptase inhibitor, and the subsidiary company Xinxiang pharmaceutical Limited by Share Ltd aztudine has passed the review of the association with the custom agent of Azv. Xinxiang pharmaceutical Co., Ltd., a subsidiary of the company, is only a manufacturer of azivudine API. It does not know the clinical trials of azivudine covid-19 indications. Whether the azivudine covid-19 indications are approved, the approval time and the impact on the company are uncertain. Investors are reminded to pay attention to market risks.
In addition, Cansino Biologics Inc(688185) (688185) rose rapidly in the afternoon, rising nearly 10% at one time, and then the increase fell back. As of press time, the stock rose about 5%, with a turnover of more than 550 million yuan.
On the news, on January 27, the mass production and listing ceremony of covid-19 vaccine produced by Shanghai Shangyao Cansino Biologics Inc(688185) biopharmaceutical Co., Ltd. was held in Baoshan District, Shanghai. It is reported that the covid-19 vaccine produced and listed in Shanghai is called “keweisha”. It is the only single shot covid-19 vaccine among the seven covid-19 vaccines approved in China so far. It was approved to be listed in China with conditions on February 25, 2021. Because one dose is effective and the protection can be formed quickly in 14 days, it can realize mass vaccination faster, It is more convenient for residents with poor mobility and busy work.
It is reported that Shangyao Cansino Biologics Inc(688185) will build a “vaccine super factory” covering an area of 50 mu and a construction area of about 50000 square meters. Using digital, intelligent and automatic systems such as BMS and EMS, it can realize the annual production capacity of 200 million doses of covid-19 vaccine, laying the foundation for building a large-scale production base for vaccines against major infectious diseases.
