Covid-19 upper air outlet of oral medicine Station; The latest chip concentration stocks were released, and 9 chips were concentrated for five consecutive periods.
covid-19 oral drug paxlovid was conditionally approved
According to the official website of the State Drug Administration, on February 11, the State Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, and conditionally approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug.
Paxlovid is an oral small molecule COVID-19 virus therapy for the treatment of mild to moderate New Coronavirus pneumonia (COVID-19) in adults with severe risk factors, such as elderly, chronic kidney disease, diabetes, cardiovascular disease, and chronic lung disease. The State Food and drug administration requires the listing permit holder to continue to carry out relevant research work, complete the conditional requirements within a time limit, and submit the follow-up research results in time.
It is reported that the drug was successfully developed by Pfizer on November 5, 2021, and was urgently approved by the U.S. Food and Drug Administration (FDA) on December 22. It is used to treat patients aged 12 and over who have positive virus test, mild to moderate symptoms and high risk of disease deterioration.
covid-19 oral drug concept stocks are expected to benefit
The conditional approval of Pfizer's paxlovid drug import registration by the State Food and drug administration may further open the market space, and covid-19 oral drug concept stocks capable of producing relevant intermediates / APIs are expected to benefit.
Securities Times · databao made statistics on the list of some covid-19 oral drug concept stocks. Since 2022, many stocks have continued to adjust, and 14 stocks fell by an average of 11.09%. Of which Porton Pharma Solutions Ltd(300363) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) all fell by more than 30%; In the early stage, the Aba Chemicals Corporation(300261) continuous callback benefiting from this concept has exceeded 20%.
In terms of performance, the nine listed companies that have issued annual express / forecast have achieved positive growth in net profit, and the net profit of Northeast Pharmaceutical Group Co.Ltd(000597) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) is expected to double. Among them, Northeast Pharmaceutical Group Co.Ltd(000597) has the highest growth rate, which is expected to be in the range of 552.7% - 879.05%. The company said on the interactive platform that it currently has the patent for the preparation method of ritonavir, and the product is still in the early stage of research and development.
In terms of institutional attention, Jiangsu Yangnong Chemical Co.Ltd(600486) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Zhejiang Nhu Company Ltd(002001) rating agencies are more than 20; Porton Pharma Solutions Ltd(300363) there are 17 agencies participating in the company's rating.
In terms of valuation level, the latest rolling P / E ratio of the three shares is less than 25 times, which are Sichuan Kelun Pharmaceutical Co.Ltd(002422) , Sino Biological Inc(301047) , Zhejiang Nhu Company Ltd(002001) respectively.
the latest chips are continuously concentrated
On the 10th, 20th and the end of each month, investors can ask questions on the interactive platform of the exchange to understand the real-time number of shareholders of some listed companies. Generally speaking, the reduction in the number of households means the concentration of equity, the future performance is favored by major shareholders, and the expectation of stock price rise is strong.
According to data treasure statistics, among the companies that have announced the latest number of shareholders, the number of 61 shareholders decreased compared with the previous period, and 9 shares decreased by more than 5%. Ningbo Jianan Electronics Co.Ltd(300880) took the lead, and the number of households decreased by 16.74% month on month; Thereafter, four shares, including Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Beijing Kaiwen Education Technology Co.Ltd(002659) , Chen Ke Ming Food Manufacturing Co.Ltd(002661) , D&O Home Collection Co.Ltd(002798) , also fell by more than 7%.
According to data treasure statistics, since the new year, 9 chips have been concentrated for five consecutive periods (January 7, 17, 27, February 7 and 11). Judging from the cumulative decline in the number of shareholders, Tecon Biology Co.Ltd(002100) , Xiamen East Asia Machinery Industrial Co.Ltd(301028) , Ningbo Fangzheng Automobile Mould Co.Ltd(300998) and other three shares decreased by more than 20%. Among them, Tecon Biology Co.Ltd(002100) has the highest cumulative decline of 28.38%, and the latest number of shareholders is 61700.
In terms of performance, based on the median value of the forecast growth range, only Yachuang electronics and Shandong Hongchuang Aluminum Industry Holding Company Limited(002379) realized positive growth in net profit, both of which exceeded 50%; The net profit of other stocks fell by more than 100% year-on-year.
It is worth noting that among the 9 stocks with continuous concentration of chips, the net profit is expected to decline year-on-year, but only Tecon Biology Co.Ltd(002100) and Tech-Bank Food Co.Ltd(002124) agriculture, forestry, animal husbandry and fishery stocks have recorded an increase since the new year. In the performance forecast, both stocks mentioned the deep impact of "sharp decline in profit of pig breeding business" on the company's net profit. Meanwhile, during the period, northbound funds increased their positions in both stocks, with the ranges of 40.49% and 108.39% respectively. In 2021, pig enterprises almost suffered a total loss. After the Spring Festival of the year of the tiger, the price of pig futures rebounded significantly, and most of the share prices of pig enterprises also rose. The agency said that it is a consensus that the pig cycle has fallen to the bottom, and now it is ushering in a good time for layout. Relevant report {4567889}
Attention! Pfizer covid-19 oral drug has been approved in China, and these A-share companies have been laid out in advance
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