Vaccine stocks making a comeback? China launches “mixed play” to strengthen the planning of the fourth needle for securities companies in the United States

Local epidemic prevention and control affects people’s hearts!

The epidemic situation in Hong Kong is still severe. On February 20, the center for health protection of the Department of health of the Hong Kong Special Administrative Region government announced that as of 0:00 on the same day, 6067 cases of covid-19 pneumonia had been confirmed in Hong Kong. On the morning of that day, relevant officials of the HKSAR Government held a meeting with some expert members of the second batch of mainland aids to Hong Kong, anti epidemic medical and epidemic prevention task force. In the afternoon, about 20 nurses from the First Affiliated Hospital of Sun Yat sen University arrived at the Ma On Shan testing station in Hong Kong to assist the public in sampling.

The epidemic situation in the mainland continued to be sporadic and sporadic. From 14:00 on February 19 to 14:00 on February 20, 60 local confirmed cases were added in Hohhot, Inner Mongolia; From 0:00 to 15:00 on February 20, there were 7 newly confirmed cases and 1 asymptomatic infection in Suzhou; From 0:00 to 24:00 on February 19, 8 local confirmed cases were added in Shenzhen.

Over the weekend, the domestic covid-19 vaccine sector ushered in a big news – China’s covid-19 vaccine sequential enhanced immunization (commonly known as “mixed vaccination”) was officially launched. The Research Institute pointed out that China’s launch of “mixed vaccination” to strengthen vaccination will benefit many listed companies.

At the same time, it is reported that the United States is considering the fourth dose of covid-19 vaccine (i.e. the second dose of booster).

Look at the detailed report!

China launches vaccine “mixed injection” booster

This weekend, the domestic covid-19 vaccine sector ushered in a blockbuster news: China’s covid-19 vaccine sequential enhanced immunization (commonly known as “mixed vaccination”) was officially launched.

On February 19, Wu Liangyou, deputy director of the disease control bureau of the National Health Commission, revealed that according to the progress in the research, development and use of covid-19 virus vaccine, recently, with the approval of the joint prevention and control mechanism of the State Council, the National Health Commission has begun to deploy sequential immunization.

Previously, target people over 18 years old who have been vaccinated with inactivated vaccines of Sinopharm Zhongsheng Beijing company, Wuhan company and Beijing Kexing company, as well as adenovirus vector vaccine of Tianjin Cansino Biologics Inc(688185) company for 6 months can receive one dose of secondary homologous booster immunization, that is, the original vaccine can be used for booster immunization. The joint prevention and control mechanism of the State Council approved the homologous enhanced immunization of covid-19 virus inactivated vaccine of Shenzhen Kangtai company and the Institute of biology of medical college.

After the implementation of the sequential immunization strategy, the target population who have been vaccinated with the above three inactivated vaccines (Sinopharm Zhongsheng Beijing company, Wuhan company and Beijing Kexing company) can also choose the recombinant protein vaccine of zhifeilongkema or the adenovirus vector vaccine of Cansino Biologics Inc(688185) for sequential immunization.

In other words, there are two combinations of sequential reinforcement, namely “inactivated vaccine (2 doses) + recombinant protein vaccine (1 dose)” and “inactivated vaccine (2 doses) + adenovirus vector vaccine (1 dose)”.

Some brokerage research institutions pointed out that the neutralizing antibody titer of covid-19 vaccine was significantly increased after sequential vaccination. According to the clinical research of Jiangsu Provincial Center for Disease Control and prevention, the vaccinators were vaccinated with two doses of inactivated vaccine and then one dose of adenovirus vector covid-19 vaccine. After 14 days, the GMT of neutralizing antibody was 197.4, which was about 78 times higher than the premise of the third dose; If the third dose of inactivated vaccine is injected, the antibody level is 33.6, which is about 15.2 times higher than the premise of the third dose. According to the clinical trial data of Zhang Wenhong’s team in Huashan Hospital, the vaccinators were vaccinated with two doses of inactivated vaccine and then one dose of recombinant protein covid-19 vaccine. After 14 days, the neutralizing antibody titer increased from 18.19 to 9157.83, an increase of about 503.47 times.

According to the global times, an important background for China’s approval of the sequential strengthening of covid-19 vaccine is that the Omicron variant is prevalent all over the world and has become the dominant strain imported from abroad and endemic in China.

Prior to the approval in China, Cansino Biologics Inc(688185) biological adenovirus vector vaccine and zhifeilongke horse recombinant protein vaccine have been successively approved abroad. Last November, Cansino Biologics Inc(688185) biological adenovirus vector vaccine heterologous initial immunization – enhanced sequential immunization program was recommended by the Argentine Ministry of health on its official website, which can be used as heterologous vaccine for enhanced vaccination and additional vaccination. In January this year, the Indonesian food and drug monitoring agency (bpom) approved Chongqing Zhifei Biological Products Co.Ltd(300122) recombinant protein vaccine to be used as a sequential booster of inactivated vaccine.

Worldwide, including Turkey, Chile and other countries have approved the sequential vaccination of covid-19 vaccine.

mechanism: strengthening the needle will speed up the inoculation

focus on the three listed companies

Tianfeng Securities Co.Ltd(601162) pointed out that China’s enhanced immunization is free, with a potential demand of about 729 million people.

As of February 15, 2022, China had received about 3.057 billion doses of covid-19 vaccine, and the total number of vaccinations was 1.267 billion, including 1.231 billion people who had completed the whole course of vaccination, and about 502 million people who had completed the third booster vaccination. The demand for the third booster covid-19 vaccine in the future was about 729 million, accounting for 59% of the basic immunization. At present, sequential vaccination is the same as homologous vaccination, which is free of charge. It is preferred to be implemented in key areas such as ports and borders. Other people carry out sequential and enhanced vaccination according to needs. It is expected that the manufacturers of covid-19 vaccine for the third injection will be in a competitive state.

Tianfeng Securities Co.Ltd(601162) said that after the sequential vaccination of covid-19 vaccine was approved, China will accelerate the vaccination of covid-19 vaccine, and covid-19 vaccine will continue to contribute to the performance. It is suggested to pay attention to the related targets of covid-19 vaccine: Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) and Shenzhen Kangtai Biological Products Co.Ltd(300601) .

Zheshang Securities Co.Ltd(601878) said that homologous / heterologous enhancement of covid-19 vaccine is expected to consolidate the role of the vaccine as the “first line of defense” against epidemic diseases, and heterologous sequence provides a choice with better immunogenicity and effectiveness; Compared with the incremental market space of covid-19 vaccine in China, more attention is paid to the ability transition of Chinese vaccine companies to build the technical platform and accumulate international experience behind the commercialization of covid-19 vaccine. From the perspective of impact on listed companies, it is suggested to pay attention to the promotion and vaccination of Cansino Biologics Inc(688185) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Shenzhen Kangtai Biological Products Co.Ltd(300601) and other companies.

In February 20th, Cansino Biologics Inc(688185) announced at the Shanghai stock exchange that the company’s recombinant New Coronavirus vaccine (type 5 adenovirus vector) was approved for sequential immunization. Up to now, the company’s recombinant New Coronavirus vaccine (type 5 adenovirus vector) (trade name: Ke Wei Sha) has been granted China’s conditional approval and emergency use authorization in many other countries. After the product is approved for sequential immunization, if the relevant national departments increase their procurement, it will have a certain positive impact on the performance of listed companies.

the United States is considering carrying out the “fourth needle”

Over the weekend, it was reported that the United States was considering a fourth dose of covid-19 vaccine (i.e. the second booster dose).

According to the Wall Street Journal, the US Food and Drug Administration (FDA) is considering a fourth dose of covid-19 vaccine (i.e. the second booster dose), but the plan is still in its early stage. People familiar with the matter said that the FDA’s final decision also depends on the relevant research on the vaccine effect, such as the degree of immune attenuation after the third dose of vaccine (booster dose). Pfizer / biontech and Moderna mRNA vaccines are under consideration by the FDA.

A person familiar with the matter said that providing a second dose of booster vaccine in the autumn may be the best because many people are vaccinated against influenza at that time, so it may be easier to receive vaccination. The FDA is even considering that the public may be required to receive covid-19 vaccine every year in the future.

In January this year, Israel began to vaccinate its nationals with a second booster shot. Israeli Prime Minister Naftali Bennett said the fourth dose of Pfizer vaccine could increase the number of antibodies in vaccinees by five times, thus “significantly improving” the effectiveness of preventing infection, hospitalization and severe symptoms.

epidemic situation in many parts of the country

Hong Kong: 6067 new locally confirmed cases

On February 20, the center for health protection of the Department of health of the HKSAR government announced that as of 0:00 on the same day, 6067 cases of covid-19 pneumonia had been confirmed in Hong Kong, of which 12 were imported cases. So far, 52830 cases of covid-19 pneumonia have been confirmed in Hong Kong.

According to China Central Television News, on the morning of February 20, relevant officials of the Hong Kong SAR government held a meeting with some expert members of the second batch of mainland aids to Hong Kong, anti epidemic medical and epidemic prevention task force. The HKSAR Government introduced the current situation of the fifth wave of epidemic situation and anti epidemic measures in Hong Kong, and mainland experts shared the mainland’s experience in the prevention and control of Omicron strain.

Inner Mongolia: 60 new locally confirmed cases

From 14:00 on February 19 to 14:00 on February 20, Hohhot, Inner Mongolia, reported 60 new confirmed cases of local covid-19 pneumonia, including 11 cases in Xincheng District, 6 cases in Huimin District, 7 cases in Yuquan District, 19 cases in Saihan District, 15 cases in TUZUO banner and 2 cases in Wuchuan County. Most of the newly confirmed cases are found in the nucleic acid test of isolation control personnel, and the number of positive cases found in the society is gradually decreasing.

Suzhou: 7 new locally confirmed cases

From 0:00 to 15:00 on February 20, there were 7 newly confirmed cases of covid-19 pneumonia in Suzhou (including 3 cases of mild type and 4 cases of ordinary type) and 1 case of asymptomatic infection, all of which were found within the control range.

Shenzhen: 8 new locally confirmed cases

According to the Shenzhen Municipal Health Commission, from 0:00 to 24:00 on February 19, Shenzhen added 8 locally confirmed cases, 13 overseas confirmed cases and 2 asymptomatic infections.

On February 20, seven cross-border truck drivers were tested positive for nucleic acid at Shenzhen port. The seven patients are the 88th to 94th cross-border driver positive cases detected at Shenzhen port since February 4.

Shanxi: five new locally confirmed cases

According to China Central Television, the reporter learned from the press conference on covid-19 epidemic prevention and control in Jinzhong City, Shanxi province that on February 20, 2022, Taigu District, Jinzhong City found that the nucleic acid test of covid-19 virus was positive in a family of five people who returned to Taigu in Hohhot City, Inner Mongolia Autonomous Region, According to the study of the medical treatment expert group of covid-19 epidemic in Jinzhong City, they are all confirmed cases of covid-19 pneumonia. At present, Jinzhong infectious disease hospital implements isolation treatment.

Sichuan: a new local confirmed case

A case of covid-19 virus nucleic acid test positive person was found in Chengdu high tech Zone, which was rechecked as positive by the municipal CDC. Combined with clinical, imaging findings and laboratory nucleic acid test results, the clinical expert group diagnosed covid-19 pneumonia as a confirmed case (mild). At present, the patient has been transferred to the Municipal Public Health Clinical Medical Center for isolation treatment.

What are the precautions for sequential immunization?

Wang Huaqing, chief expert of immunization planning of China CDC, introduced that there are some special precautions for sequential vaccination.

The first is people over 18 years old. The second is to complete two doses of inactivated vaccine, and these two doses are covid-19 virus inactivated vaccine of Sinopharm Zhongsheng Beijing company, Beijing Kexing company and Sinopharm Zhongsheng Wuhan company. The third is to complete two doses of vaccination in the whole process, and the vaccination interval should not be less than 6 months. The fourth is that the immunization has not been strengthened, that is, the third needle has not been injected. These conditions should be strictly grasped.

In addition, like the precautions for covid-19 vaccination in the past, we should understand the relevant local vaccination regulations before vaccination, because it is still an epidemic period. In this process, when we go to vaccinate, we should do a good job in personal protection, including truthfully reporting our health status to the vaccinating doctor, The vaccination doctor should judge whether there are contraindications or some cases of delayed vaccination.

finally, stay for 30 minutes after vaccination. In case of adverse reactions suspected to be related to vaccination, if the duration is long and the symptoms are serious, first, report to the vaccination unit, and second, seek medical treatment in time.

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