Covid-19 antigen detection products were officially launched. The National Health Commission formulated the application scheme for covid-19 virus antigen detection (Trial). On March 12, the State Food and Drug Administration issued a notice approving the change of covid-19 antigen product detection application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biology. Since then, five covid-19 antigen detection products have been officially launched. Previously, the National Health Commission issued a notice, saying that it decided to add antigen detection as a supplement on the basis of nucleic acid detection, and organized and formulated the application scheme for covid-19 virus antigen detection (Trial).
What are the main components of antigen detection products? The antigen detection kit mainly includes sterile swab, detection box and extraction tube. Sterile swabs are composed of swab rods and cotton balls. Most of the swab rods are made of polymer materials, and some are made of wood and metal. The test box mainly contains a card board for the identification of test results. The extraction tube is used to extract the sample, that is, immerse the swab to retain the antigen. The extraction tube and chuck are made of high molecular materials, and the swab rod and chuck need to meet the GMP production standard.
How to use antigen detection? There are three major steps in antigen detection: preparation before antigen detection, sample collection and antigen detection. During the testing process, pay attention to reagent inspection and environmental inspection, and understand the detailed operation mode.
Antigen test results cannot replace nucleic acid results. Due to the relatively low sensitivity of antigen detection products, nucleic acid detection is still the basis for the diagnosis of covid-19 virus infection. Antigen detection is mostly used to detect samples of suspected people within 7 days during the acute infection period.
Antigen detection products can be purchased through retail pharmacies and online sales platforms. Covid-19 virus antigen detection application scheme (Trial Implementation) points out that if community residents have self detection needs, they can purchase antigen detection reagents by themselves through retail pharmacies, online sales platforms and other channels. The management department that organizes the isolation observation (such as communities, villages and towns, isolation points, etc.) is responsible for the procurement, distribution and management of antigen detection reagents.
The covid-19 virus antigen detection application program specifies that three types of people can use antigen detection: (1) those who go to grass-roots medical and health institutions with respiratory tract, fever and other symptoms and have symptoms within 5 days. （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. （3） Community residents with antigen self-test needs.
Investment suggestion: covid-19 antigen detection products are officially launched and the market potential is expected. It is suggested to pay attention to Nanjing Vazyme Biotech Co.Ltd(688105) , Sino Biological Inc(301047) , Acrobiosystems Co.Ltd(301080) , Shenzhen Changhong Technology Co.Ltd(300151) , Zhejiang Gongdong Medical Technology Co.Ltd(605369) , Guangzhou Jet Bio-Filtration Co.Ltd(688026) , Guangzhou Wondfo Biotech Co.Ltd(300482) , etc.
Risk warning: the change of wind direction of epidemic prevention policy and the persistence of epidemic situation are not as expected.
