Last night, China Meheco Group Co.Ltd(600056) announced that it signed a supply agreement with Pfizer on March 9. Opening this morning, China Meheco Group Co.Ltd(600056) that is, the word limit. The stock has increased by nearly 80% in nearly 10 trading days.
In addition, stimulated by the news that covid-19 oral medicine in yanyeyi, Japan is about to be put into clinical treatment, Pku Healthcare Corp.Ltd(000788) , Changjiangrunfa Health Industry Co.Ltd(002435) and Changjiangrunfa Health Industry Co.Ltd(002435) also “increased by one word” in the morning.
cure rate of 100%
the first covid-19 oral drug participated by Chinese enterprises will be approved for marketing
related companies “one word limit”
According to CNR news, a few days ago, the Japanese pharmaceutical company yanyeyi Pharmaceutical Co., Ltd. (hereinafter referred to as “yanyeyi pharmaceutical”) announced that an oral drug developed by the company to treat covid-19 virus has submitted an application for production and sales license in Japan and China. If recognized, it will be the first Japanese made covid-19 oral drug approved for marketing.
Affected by this news, in early trading, Pku Healthcare Corp.Ltd(000788) , Changjiangrunfa Health Industry Co.Ltd(002435) “one word limit”.
In view of the severity of the current overseas epidemic, “covid-19 vaccine + specific drug” is considered to be the best means of epidemic prevention and control. Some analysts pointed out that the efficacy of this Japanese covid-19 oral drug “ensitrelvir (s-217622)” may exceed several oral drugs produced in the United States, and the final cure rate may reach 100%. According to the announcement and annual report previously released by Pfizer, the price of a single course of paxlovid is $529. It is estimated that the revenue of covid-19 oral medicine will reach $22 billion in 2022. Covid-19 oral medicine, as the last puzzle in the covid-19 treatment industry chain, has a broad market prospect.
It is reported that the oral drug may be approved for clinical treatment recently. Behind this Japanese pharmaceutical enterprise, there are multiple assistance from Ping An Insurance (Group) Company Of China Ltd(601318) in terms of capital, business and technology. On March 30, 2020, Ping An Insurance (Group) Company Of China Ltd(601318) announced that it had reached a strategic cooperation agreement with yanyeyi pharmaceutical. Yanyeyi pharmaceutical will sell 6.356 million treasury shares to Ping An Life Insurance, a subsidiary of Ping An Insurance (Group) Company Of China Ltd(601318) company, with a total transaction volume of 33.53 billion yen (about 2.18 billion yuan). After the completion of the transaction, Ping An Life Insurance held a total of 2% of the shares of yanyeyi pharmaceutical, becoming the seventh largest shareholder of yanyeyi pharmaceutical.
And Pku Healthcare Corp.Ltd(000788) , Changjiangrunfa Health Industry Co.Ltd(002435) have many connections with Ping An Insurance (Group) Company Of China Ltd(601318) and yanyeyi pharmaceutical company respectively.
Public information shows that Ping An Insurance (Group) Company Of China Ltd(601318) invested 2.1 billion yuan to become an important strategic shareholder of yanyeyi pharmaceutical in 2020. Pku Healthcare Corp.Ltd(000788) is currently the only listing platform of Ping An health, with a national sales network and a perfect API production line.
Changjiangrunfa Health Industry Co.Ltd(002435) subsidiary has a good cooperative relationship with yanyeyi Pharmaceutical Co., Ltd. for many years. Yanyeyi was an important shareholder of Shanghai Yiwei Industrial Co., Ltd. The company is cooperating closely with yanyeyi Changao Pharmaceutical Technology Group Co., Ltd.
signed an agreement with Pfizer, China Meheco Group Co.Ltd(600056) large single letter limit
10 trading days, up nearly 80%
China Meheco Group Co.Ltd(600056) today’s opening was a word limit. As of the closing, the stock was reported at 19.03 yuan, with more than 570000 orders sealed on the trading board.
Since February 25, the stock has continued to strengthen, gaining five trading limits in nearly seven trading days, with a cumulative increase of nearly 80% in nearly 10 trading days.
In March 9th, China Meheco Group Co.Ltd(600056) announced that it would sign an agreement with Pfizer Inc that will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID (hereinafter referred to as “product”) in the Chinese mainland market during the agreement period (2022).
However, the company also said that there is great uncertainty in the final use and sales of products affected by factors such as epidemic prevention and control, 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.
On February 11 this year, 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 approved the import registration of Pfizer’s product conditionally.
The company also issued a risk warning recently, saying that the company’s main business segments include pharmaceutical industry, pharmaceutical business and international trade. At present, the production and operation activities are normal without significant changes.
On January 29, 2022, the company issued the announcement on the pre reduction of performance in 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 300 million yuan to 700 million yuan, a year-on-year decrease of 77% to 47% compared with the same period of the previous year.
Pfizer covid-19 oral drug approved
covid-19 drug sector continues to be hot
A few days ago, the State Food and Drug Administration (FDA) approved the condition of Pfizer’s COVID-19 oral drug Paxlovid (nalmatv tablets / Ritonavir Tablets), which was used to treat patients with mild to moderate New Coronavirus pneumonia (COVID-19) who had severe risk factors. The 3 phase of clinical trial showed that the risk of hospitalization and death was reduced by 89%. Paxlovid is an important means to treat COVID-19. Catalyse international expectations.
AVIC securities previously released a research report that affected by the demand of covid-19 oral drug supply chain, covid-19 industrial chain continued to maintain a high boom. 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 and obvious advantages in cost and efficiency. 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 cro and cdmo enterprises involved in covid-19 treatment.
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.
