On March 11, the medical administration of the National Health Commission announced the application scheme for covid-19 virus antigen detection (Trial). The scheme points out that if community residents have independent testing needs, they can purchase antigen testing reagents for rapid testing through retail pharmacies, online sales platforms and other channels.
With the release of covid-19 virus antigen self-test, the whole industrial chain has also entered a state of active stock. The reporter of Securities Daily learned in the interview that Bgi Genomics Co.Ltd(300676) , Guangzhou Wondfo Biotech Co.Ltd(300482) are actively deploying relevant work Lbx Pharmacy Chain Joint Stock Company(603883) the first batch of covid-19 antigen self-test products have also been distributed in stores and are expected to be put on sale in stores in the near future. A number of listed companies of retail pharmacies said they were negotiating with manufacturers to introduce self-test products.
5 companies’ self-test products approved
On March 12, the pending information of medical device approval document (change) released on the website of the State Food and drug administration showed that it was issued by Guangzhou Wondfo Biotech Co.Ltd(300482) , Bgi Genomics Co.Ltd(300676) subsidiary Shenzhen Huada Yinyuan Pharmaceutical Technology Co., Ltd., Beijing jinwofu Bioengineering Technology Co., Ltd., Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd Five covid-19 antigen detection kits developed by Beijing huaketai Biotechnology Co., Ltd. have passed the registration information change of the food and drug administration.
Public information shows that the five covid-19 antigen detection kits belong to five companies, among which Guangzhou Wondfo Biotech Co.Ltd(300482) , Shenzhen Huada Yinyuan ( Bgi Genomics Co.Ltd(300676) ), Nanjing Vazyme Biotech Co.Ltd(688105) are A-share companies. Beijing huaketai biology disclosed the gem IPO prospectus in 2019, but finally withdrew its application.
Guangzhou Wondfo Biotech Co.Ltd(300482) the relevant person in charge told the reporter of Securities Daily that he had been informed of the relevant information and was studying and deploying the next work. After that, he would announce the relevant progress according to the specific situation Bgi Genomics Co.Ltd(300676) relevant person in charge told the reporter of Securities Daily that at present, the company has just received the change approval, and the announcement has not been released yet. The business progress information needs to be viewed according to the subsequent detailed policy guidelines Nanjing Vazyme Biotech Co.Ltd(688105) said that the New Coronavirus antigen test reagent product was approved by China, which further enriched the application scenarios of New Coronavirus’s overall testing solution, and helped to enhance the competitiveness of the company in related fields, which could help to prevent and control the epidemic of COVID-19 pneumonia in China.
Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd., told the reporter of Securities Daily: “This is a great benefit to the above listed companies. First, the increase of product application scenarios has brought about the improvement of sales and performance; second, it has enhanced the company’s market competitive advantage, consolidated the company’s market share and leading position in the industry, further expanded the market share, and improved the profits of listed companies, which is conducive to enhancing market confidence.”
In addition, the reporter of Securities Daily learned from Sansure Biotech Inc(688289) that the home self-test version of covid-19 virus antigen detection kit has been registered and certified in nearly 40 countries and regions around the world and has been widely used Sansure Biotech Inc(688289) Board Secretary Peng Zhu told reporters that the company is making intensive efforts to apply for Chinese certification.
Wuxi Online Offline Communication Information Technology Co.Ltd(300959) busy goods preparation
After the covid-19 virus antigen self-test was released, the Internet online drug sales platform and offline retail pharmacies seized the opportunity and launched intense stock preparation.
It is understood that from March 13, users can make an appointment to buy relevant products through the pharmacies that deliver goods nationwide in the meituan drug buying channel, and the merchants will deliver goods for users from March 20; At the same time, meituan pharmacy has also 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. It is expected that covid-19 antigen self-test products will be launched simultaneously with offline pharmacies within one week to jointly provide users with 30 minute door-to-door drug delivery service.
Offline, the reporter of Securities Daily learned from Lbx Pharmacy Chain Joint Stock Company(603883) that the company has reached cooperation with Guangzhou Wondfo Biotech Co.Ltd(300482) and the first batch of covid-19 antigen self-test products are expected to be sold in stores.
It is reported that Lbx Pharmacy Chain Joint Stock Company(603883) purchased the products of Guangzhou Wondfo Biotech Co.Ltd(300482) this time, which is not only applicable to oropharyngeal swab and nasopharyngeal swab samples at the same time, but also can realize the rapid detection efficiency of 15 minutes. The first batch of products will go to Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy.
Lbx Pharmacy Chain Joint Stock Company(603883) president Wang Li told the reporter of Securities Daily: “After the release of covid-19 antigen self-test products, the testing demand is expected to further extend to the active demand, driving the rapid improvement of the customer flow and sales performance of pharmacies. At the same time, covid-19 virus rapid test products can provide focus for pharmacies, help pharmacies transition from drug sales to health services, and provide diversified services for residents.”
In addition, the reporter learned from Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) that Qianjin pharmacy, a chain drugstore of the company’s subsidiary, has completed the preliminary negotiation and introduction procedures, and the first batch of orders have been placed, waiting for the manufacturer to deliver Yifeng Pharmacy Chain Co.Ltd(603939) Board Secretary Fan Wei told the reporter of Securities Daily that the antigen detection reagent will be sold in the company’s chain pharmacy soon.
In an interview with Securities Daily, a pharmaceutical industry analyst said: “With the repeated epidemics in China, covid-19 antigen home self-test will become an important supplement to the detection means. On the one hand, it will benefit the approved manufacturers, and the manufacturers with mature covid-19 antigen detection technology are expected to obtain policy opportunities in the follow-up certification; on the other hand, with the liberalization of covid-19 virus antigen self-test, retail pharmacies will become the main circulation channel of self-test products, The performance of retail pharmacies is expected to increase significantly. “
