Last weekend, a new anti epidemic "sharp weapon" quickly circled powder.
At the same time, five companies have successively announced that their products have been approved for listing. Wuxi Online Offline Communication Information Technology Co.Ltd(300959) major pharmacies are scrambling to cooperate to speed up the product launch. A number of companies are speeding up the research and development of related products, hoping to contribute their hard core strength to the war on "epidemic". Under the complex and severe situation of epidemic prevention and control, the "vanguard" of anti epidemic in the capital market rushed to the front line again to tighten the "safety net" of epidemic prevention and control.
covid-19 antigen detection products of 5 companies approved
On March 11, the National Health Commission issued the notice on the application scheme for covid-19 virus antigen detection (Trial) (hereinafter referred to as the scheme), and decided to add antigen detection as a supplement on the basis of nucleic acid detection. The notice made a number of companies with antigen detection technology and products quite excited and eager to prepare for a new round of epidemic prevention and control.
The reporter of Shanghai Securities News learned from the State Food and drug administration that at present, Guangzhou Wondfo Biotech Co.Ltd(300482) Technology Co., Ltd. (hereinafter referred to as " Guangzhou Wondfo Biotech Co.Ltd(300482) "), Shenzhen Huada Yinyuan Pharmaceutical Technology Co., Ltd. (hereinafter referred to as "Huada Yinyuan"), Beijing jinwofu bioengineering technology Co., Ltd. (hereinafter referred to as "Beijing jinwofu"), Beijing huaketai Biotechnology Co., Ltd The New Coronavirus (2019-nCoV) antigen test kit of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd. (hereinafter referred to as " Nanjing Vazyme Biotech Co.Ltd(688105) ") is allowed to register. The products of the five companies will take the lead in listing to meet the needs of people suitable for antigen testing.
On the night of March 13th, Guangzhou Wondfo Biotech Co.Ltd(300482) , Nanjing Vazyme Biotech Co.Ltd(688105) and Bgi Genomics Co.Ltd(300676) (Hua Da Yuan control shareholder) also announced that the approval document of New Coronavirus antigen test kit was changed. Guangzhou Wondfo Biotech Co.Ltd(300482) said the company's products used in vitro qualitative detection of New Coronavirus N antigen in oropharyngeal swabs, nasopharyngeal swabs and nasal swabs, and increased the sampling mode of nasal swabs. The applicable population shall refer to the relevant national regulations such as the plan.
Guangzhou Wondfo Biotech Co.Ltd(300482) emphasized that the product can not be used alone for the diagnosis of New Coronavirus infection. It should be combined with nucleic acid detection, imaging and other diagnostic information and history, contact history to determine the infection status.
retail pharmacies and e-commerce actively prepare for delivery
As the covid-19 antigen detection products of five companies were approved for listing, according to the reporter, many retail pharmacies and pharmaceutical e-commerce platforms have negotiated and cooperated with five companies over the weekend to prepare for the launch of products. A person in charge of the company told reporters: "I haven't slept for two days and two nights."
On March 12, Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy said that the company had reached cooperation with Guangzhou Wondfo Biotech Co.Ltd(300482) and the first batch of covid-19 antigen rapid test products had been on the way of logistics and transportation and were expected to be put on sale in stores in the near future. The first batch of products will go to stores of Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy in 12 provinces including Shanghai, Hunan and Jiangsu.
On March 13, the reporter learned from tmall health under Alibaba health that the pre-sale page of the first batch of covid-19 antigen self-test products has been launched, and it is expected to open online sales in the near future. Consumers can enter the product pre-sale page to make an appointment by searching "covid-19 self-test" in Taobao app.
The reporter searched "covid-19 self-test" on Taobao and found that at present, there are detailed covid-19 antigen self-test purchase needs and use process introduction on the page. The product is sampled by nasal swab, and the test results are expected to be read within 10 to 20 minutes. It is reported that the covid-19 antigen self-test products produced by Guangzhou Wondfo Biotech Co.Ltd(300482) and other manufacturers will be pre sold on Taobao, which are officially launched on tmall united brand online. After the official opening of after-sales service, users can also purchase covid-19 antigen self-test products through wondfo Wanfu flagship store, Ali health pharmacy, Dashenlin Pharmaceutical Group Co.Ltd(603233) pharmacy flagship store, jucost-effective and other channels.
On the same day, Guoda pharmacy under Sinopharm holdings announced that it had reached a strategic cooperation agreement with Beijing jinwofu and reached a strategic consensus with Guangzhou Wondfo Biotech Co.Ltd(300482) basically. The new covid-19 virus detection reagent will be sold offline in the stores of Guoda pharmacy. Customers can also book and buy it on the online platforms such as care + applet of Guoda pharmacy, meituan and hungry. In addition, Guoda pharmacy, Dashenlin Pharmaceutical Group Co.Ltd(603233) etc. carry out online pre-sale. The pre-sale price of Guoda pharmacy is 32.8 yuan per person, and the arrival time is expected to be one week.
The reporter learned from Dingdang express that the company has arranged Dingdang smart pharmacies in 17 cities such as Beijing, Shanghai, Guangzhou, Shenzhen and Wuhan, and built its own professional distribution team 7 × 24-hour professional door-to-door delivery will realize the home service of antigen detection reagents through "online ordering store delivery", help residents complete the detection without leaving home, ensure early detection, early isolation and early prevention and control, and carry out epidemic prevention and control in a timely and effective manner.
The person in charge of meituan's drug purchase told reporters that from March 13, users can make an appointment to buy relevant products through the pharmacies shipped nationwide in meituan's drug purchase channel, and merchants will deliver goods to users by express from March 20. Meanwhile, meituan pharmacy has cooperated with several chain pharmacies such as Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy, Guoda pharmacy, Gaoji medical, Haiwang Xingchen, Dashenlin Pharmaceutical Group Co.Ltd(603233) pharmacy and quanyuantang pharmacy, and is expected to launch covid-19 antigen self-test products simultaneously with offline pharmacies within one week.
companies accelerate the registration of antigen detection products in China
In addition to the above five companies, the covid-19 antigen detection kit developed by many Chinese companies has been first approved overseas, contributing Chinese strength to the fight against the epidemic in the international market. At present, relevant companies are also actively preparing for the application and registration of products in China.
According to Zhongtai Securities Co.Ltd(600918) Research Report, covid-19 antigen test kits of hundreds of in vitro diagnostic manufacturers in China have been registered and approved overseas. Among them, Chinese in vitro testing enterprises represented by Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Andon Health Co.Ltd(002432) , Aikang biology, Sansure Biotech Inc(688289) , Shenzhen Yhlo Biotech Co.Ltd(688575) , etc. have strong demand for overseas orders Zhejiang Orient Gene Biotech Co.Ltd(688298) , Aikang biological previously publicly said that the daily output exceeded 10 million people.
Many companies disclosed in their annual reports and performance letters in 2021 that benefiting from the substantial increase in the demand for covid-19 antigen detection reagents in overseas markets, the company's orders and revenue increased significantly. Among them, the net profit of Beijing Hotgen Biotech Co.Ltd(688068) 2021 increased by more than 18 times. In March 11th, Beijing Hotgen Biotech Co.Ltd(688068) announced that a COVID-19 virus antigen test kit (anterior nasal cavity) was approved by the Singapore health and Science Bureau. It is suitable for rapid screening of suspected cases of New Coronavirus and is used for home free detection.
On March 13, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) disclosed in the announcement of stock changes that the company's covid-19 antigen detection reagent has submitted an application for registration to the State Drug Administration, and the acquisition time of the registration certificate is still uncertain.
In addition, the reporter learned from the official website of the National Center for infectious diseases clinical research. In March 11th, the Shenzhen national infectious disease clinical medical research center and the third people's Hospital of Shenzhen signed a binding letter of intent with Hybio Pharmaceutical Co.Ltd(300199) , which authorized Hybio Pharmaceutical Co.Ltd(300199) to carry out the commercial development, registration and sale of "household New Coronavirus antigen detection reagent". The three parties will work together to develop products with better sensitivity and specificity to solve the problems of missed detection and false positive in antigen detection, and further improve the ability of "early detection".
