Covid-19 virus antigen detection application program has been established, and grass-roots self inspection is expected to alleviate the pressure of epidemic prevention
On March 11, 2022, the covid-19 joint prevention and control comprehensive group of the State Council issued the notice on printing and distributing the application scheme of covid-19 virus antigen detection (Trial), which will be supplemented by antigen detection on the basis of nucleic acid detection in order to further optimize the covid-19 detection strategy and serve the needs of epidemic prevention and control. Probationary population: (1) those who go to grass-roots medical and health institutions with respiratory tract, fever and other symptoms within 5 days. a. For those who are positive for antigen detection, grass-roots medical and health institutions shall immediately report to the disease control department under their jurisdiction. b. For those with negative antigen test, the grass-roots medical and health institutions shall give symptomatic treatment and order them to observe at home, and conduct antigen test once a day for five consecutive days from the day of treatment. c. The antigen detection reagents provided by grass-roots medical and health institutions are included in the centralized bidding procurement, which can continuously reduce the price of detection reagents and reduce the burden of detection costs through provincial centralized bidding and procurement. (2) Isolation and observation personnel, including personnel in home isolation and observation, close connection and secondary close connection, entry isolation and observation, sealing and control area and control area. Relevant management departments shall do a good job in organization and management. During the isolation observation period, nucleic acid detection shall be carried out according to the requirements of the current relevant prevention and control plan, and antigen self-test shall be carried out once a day in the first five days. (3) Community residents with antigen self-test needs. If community residents have self-test needs, they can purchase antigen detection reagents for self-test through retail pharmacies, online sales platforms and other channels.
Covid-19 virus prevention and control situation has changed, and antigen detection will become a supplementary means
Since February this year, covid-19 epidemic has been concentrated in many regions of China, with more new cases, making it more difficult to prevent and control the epidemic in cities. Centralized large-scale nucleic acid screening consumes a large amount of medical resources. Hospitals in some areas as core covid-19 nucleic acid testing institutions are also involved in the epidemic, and the carrying capacity of nucleic acid molecular diagnosis is seriously insufficient. Because of its fast and convenient advantages, antigen detection can speed up the large-scale screening of residents in sealed and controlled areas, reduce the cost of government epidemic prevention and control, and shorten the isolation time of relevant epidemic areas. Therefore, antigen detection has potential blue ocean space in China. Although the mainstream means and gold standard of covid-19 detection will still be nucleic acid detection, it is undeniable that antigen detection is of great significance as a supplement to nucleic acid detection.
Antigen detection methods will be gradually implemented, and relevant kits and upstream and downstream industrial chains will directly benefit
At present, China has approved five professional kits for rapid detection of covid-19 antigen POC, which need to be operated by professionals. At present, the products of home self-test version that can be purchased through pharmacies, online sales platforms and other channels have not been approved. The introduction of the new policy is expected to accelerate the approval speed of home version. The approved manufacturers are expected to obtain the first mover advantage and take the lead in obtaining large-scale revenue. In addition, on the upstream raw material side: (1) master the upstream and downstream technologies of biological reagents and actively extend to the downstream end products of biological reagents. With a complete range of products, companies engaged in intensive cultivation of recombinant proteins, antibodies and other subdivided fields will directly benefit. (2) The demand of high polymer consumables manufacturers producing antigen detection sampling tubes, especially those relying on the advantages of high polymer consumables production line technology and mold development, will promote the further release of production capacity. In the retail terminal of antigen detection kit, the leading drugstore companies with the characteristics of wide distribution of stores are expected to bring greater profit space due to their scale effect.
Recommended and beneficial objects
Recommended targets: Sino Biological Inc(301047) , Shenzhen Changhong Technology Co.Ltd(300151) , Yifeng Pharmacy Chain Co.Ltd(603939) , Lbx Pharmacy Chain Joint Stock Company(603883) (the above ranking is not in order).
The subject of the beneficiary’s subject is: Nanjing Vazyme Biotech Co.Ltd(688105) , Getein Biotech Inc(603387) , Hangzhou Alltest Biotech Co.Ltd(688606) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Yunnan Jianzhijia Health-Chain Co.Ltd(605266) .
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
