One week's view: nmpa approved Pfizer covid-19 small molecule drug import registration conditionally, and firmly optimistic about the competitive advantage of China Meheco Group Co.Ltd(600056) manufacturing industry chain
On February 11, the State Food and Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug conditionally, and required the listing license 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. We believe that the relevant benefit sectors include: covid-19 oral medicine, vaccine, cdmo and other related industrial chains, traditional Chinese medicine, medical services, etc.
Covid-19 oral medicine, as one of the important means of epidemic prevention and control, is expected to make great progress in 2022. Considering paxlovid's product advantages, it is expected that paxlovid's approved listing in China will become an important supplement to China's epidemic prevention. And for national security reasons, China is also expected to market domestic covid-19 oral drugs. In addition, paxlovid has entered the commercialization stage and has a large demand for upstream intermediates and APIs. China has a mature basic chemical system and the layout of the whole pharmaceutical manufacturing industry chain, with lower upstream raw material costs and more stable and sustainable supply capacity. We are firmly optimistic about the investment opportunities and long-term development of the whole China Meheco Group Co.Ltd(600056) manufacturing industry chain.
One week's view: covid-19 vaccine booster "sequential vaccination" is coming, and the group immunity is expected to be further enhanced
According to the research results of Cansino Biologics Inc(688185) biological sequential vaccination recently published in the journal Nature Medicine on January 27, for the original strain, the antibody level of adenovirus vector vaccine with 2-needle inactivation + 1-needle Cansino Biologics Inc(688185) is about 78.3 times higher than that before enhancement, and the antibody level of adenovirus vector vaccine with 2-needle inactivation + 1-needle inactivation is about 15.2 times higher than that before enhancement. It can be seen that the number of antibodies of "inactivated + adenovirus vector vaccine sequential enhancement" is about 5 times that of "inactivated vaccine homologous enhancement", and the effect of inactivated + adenovirus vector sequential inoculation is remarkable; On January 10, the Indonesian food and Drug Administration held a press conference and approved Chongqing Zhifei Biological Products Co.Ltd(300122) recombinant covid-19 vaccine for heterologous booster injection of inactivated vaccine. The head of the Indonesian food and Drug Administration pointed out that the antibody level of 2-injection inactivated + 1-injection recombinant protein vaccine was about 30 times higher than that before enhancement. The number of antibodies produced by "inactivated + recombinant protein vaccine sequential vaccination" is about twice that of "inactivated vaccine homologous enhanced immunization". On the basis of two doses of inactivated vaccine, the effect of sequential vaccination with adenovirus vector vaccine or recombinant protein vaccine is very significant. We expect that the "sequential vaccination" booster needle in China will also be approved after the clinical data are further enriched.
Recommended and beneficial objects
Recommended targets: Henan Lingrui Pharmaceutical Co.Ltd(600285) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Tasly Pharmaceutical Group Co.Ltd(600535) , Meinian Onehealth Healthcare Holdings Co.Ltd(002044) , haijiya medical treatment, Aidi palace, Jinxin reproduction, Inkon Life Technology Co.Ltd(300143) , Guizhou Xinbang Pharmaceutical Co.Ltd(002390) (the above rankings are in no order).
Beneficiaries: Shanghai Junshi Biosciences Co.Ltd(688180) , Xiansheng pharmaceutical, Cansino Biologics Inc(688185) bio-b, Chongqing Zhifei Biological Products Co.Ltd(300122) , Porton Pharma Solutions Ltd(300363) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Chinese traditional medicine, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , gushengtang, Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Yunnan Baiyao Group Co.Ltd(000538) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Aier Eye Hospital Group Co.Ltd(300015) , Topchoice Medical Co.Inc(600763) , Ningbo Sanxing Medical Electric Co.Ltd(601567) .
Risk tips: new mutant strains increase the difficulty of epidemic prevention and control, and the listing time of covid-19 oral drugs and vaccines is delayed
