Risk free prompt, China Meheco Group Co.Ltd(600056) realize four connected boards. In response to market rumors, the company just responded again that "at present, matters related to covid-19 virus treatment drug cooperation are under communication and negotiation, and there is uncertainty in this matter."
discuss covid-19 oral drug cooperation with Pfizer
China Meheco Group Co.Ltd(600056) daily limit for 4 consecutive trading days
On March 7, China Meheco Group Co.Ltd(600056) announced that the daily closing price of the company's shares had deviated from the value by more than 20% in three consecutive trading days. According to the relevant provisions of the trading rules of Shanghai Stock Exchange, it was an abnormal fluctuation in stock trading.
In response to the rumors about the cooperation between China Meheco Group Co.Ltd(600056) and covid-19 virus treatment drugs, a multinational pharmaceutical company, China Meheco Group Co.Ltd(600056) again reminded that: at present, relevant matters are under communication and negotiation, but there are still uncertainties about the specific terms of the agreement and whether it can be successfully signed. In addition, even if the cooperation is carried out smoothly, the final use and sales of relevant drugs are also affected by factors such as epidemic prevention and control, there is great uncertainty, and it is expected that the relevant business scale accounts for a small proportion of the company's overall business volume, which has no significant impact on the company's recent operating performance.
In addition, after the company's self inspection and verification with the controlling shareholder and actual controller, China Meheco Group Co.Ltd(600056) there are no major matters that should be disclosed but not disclosed.
China Meheco Group Co.Ltd(600056) said that the company's shares have risen for four consecutive trading days, and the recent stock price fluctuations may have exceeded the impact of relevant matters on the company's performance. Please invest prudently and pay attention to investment risks.
well known hot money appeared
"three swordsmen in East Asia" 125 million group buying
Recent market news pointed out that the object of China Meheco Group Co.Ltd(600056) negotiation and cooperation is Pfizer covid-19 oral drug paxlovid Although China Meheco Group Co.Ltd(600056) announced that the above cooperation is still uncertain, the wording of the matter under communication and negotiation also proves the cooperation intention of both sides and seems to give a shot in the arm to the market.
Although China Meheco Group Co.Ltd(600056) has already issued a risk warning announcement, it is still difficult to stop the enthusiasm of funds. On March 7, China Meheco Group Co.Ltd(600056) opened the trading limit, 619000 hand sealed boards, realizing four connected boards. As of the closing, the stock was reported at 16.25 yuan, with a total market value of 17.4 billion yuan.
In addition, with an increase of 20% in three trading days, China Meheco Group Co.Ltd(600056) was listed on the dragon and tiger list, and the "three swordsmen in East Asia" held a group of 125 million China Meheco Group Co.Ltd(600056) . Data show that in the past three trading days, the Shenzhen, Shanghai and Beijing branches of Shanghai securities bought 125 million yuan in total, and one institution sold 18.85 million yuan.
2021 net profit decreased significantly
It is understood that China Meheco Group Co.Ltd(600056) is a large comprehensive pharmaceutical enterprise group integrating science, industry and trade. Its main business segments include pharmaceutical industry, pharmaceutical commerce and international trade.
On January 29, China Meheco Group Co.Ltd(600056) released the announcement of the performance reduction in 2021. The company expects the net profit attributable to the shareholders of the listed company to be 300 million yuan to 700 million yuan in 2021, a year-on-year decrease of 77% to 47%. The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 250 million yuan to 650 million yuan, a year-on-year decrease of 79% to 45% compared with the same period of last year.
For the decline in performance, China Meheco Group Co.Ltd(600056) explained that the main reason behind this was that the export epidemic prevention business decreased significantly year-on-year due to the changes of overseas epidemic situation. Affected by factors such as volume procurement and adjustment of medical insurance catalogue, the performance of pharmaceutical industry and pharmaceutical business also decreased year-on-year. In addition, the company plans to withdraw relevant impairment, which has a certain impact on the performance.
In addition, China Meheco Group Co.Ltd(600056) subsidiary has been punished frequently in recent years. On December 31, 2021, China Meheco Group Co.Ltd(600056) announced that its subsidiary, general Kangli, was administratively punished by Hainan Provincial Drug Administration for producing and selling inferior ozagrel sodium for injection, confiscated ozagrel sodium for injection, confiscated illegal income and fined about 4.33 million yuan. In addition, Shenyang Zhuying Pharmaceutical Co., Ltd. was also administratively punished for selling inferior drugs.
Pfizer covid-19 oral drug approved
covid-19 drug sector continues to be hot
On the news side, in February 11th, the State Food and Drug Administration (FDA) approved the Pfizer's COVID-19 oral drug Paxlovid (nematv tablets / Ritonavir Tablets) in an emergency condition to treat patients with mild to moderate New Coronavirus pneumonia (COVID-19) with adults with severe risk factors. The 3 phase of clinical trials showed that the risk of hospitalization and death could be reduced by 89%. Paxlovid is an important means to treat covid-19 and catalyzes the release of international expectations.
Affected by the news, the covid-19 drug sector of A-share has been active recently. On March 7, Guangxi Hechi Chemical Co.Ltd(000953) realized five boards and Zhejiang Jianfeng Group Co.Ltd(600668) realized the daily limit. In addition, Chengda pharmaceutical and Frontier Biotechnologies Inc(688221) increased by more than 5%.
AVIC Securities said that according to the announcement and annual report previously released by Pfizer, the price of a single course of paxlovid is $529. It is expected that the revenue of covid-19 oral medicine will reach $22 billion in covid-19 treatment products in 2022. Covid-19 oral medicine, as the last puzzle in the current covid-19 treatment industry chain, has broad market prospects. In addition to the innovation expectations given by enterprises directly involved in covid-19 oral drug research and development, China's CXO industrial chain has a complete integrated chain with obvious cost and efficiency advantages. Some enterprises have successively issued order announcements. In the short term, it is suggested to continue to pay attention to the investment opportunities in the R & D of covid-19 small molecule drugs, and pay attention to the listed companies deeply involved in the supply chain of covid-19 preventive drugs, including Shanghai Junshi Biosciences Co.Ltd(688180) -u, Porton Pharma Solutions Ltd(300363) and Asymchem Laboratories (Tianjin) Co.Ltd(002821) etc.
Caitong Securities Co.Ltd(601108) believes that covid-19 oral medicine is still the main line leading the rise. Covid-19 oral medicine is the last puzzle of the epidemic and the most important event for the change of epidemic prevention policy. Nmpa conditionally approved Pfizer's palovide import registration and listing, as well as the successive large orders of boten and Asymchem Laboratories (Tianjin) Co.Ltd(002821) , becoming an important catalyst in the industry. According to the pricing of Pfizer palovide and mRNA vaccine, we should look forward to the listing of domestic covid-19 oral drugs and new vaccines. After a period of observation after the disappearance of Omicron, perhaps the second half of this year will usher in the opening opportunity.
