Influenced by the favorable policy for the official launch of China's covid-19 antigen self-test product, which is a good policy for the official launch of the country '' '' ''from China's companion-19 antigen from the positive policy of the official launch of the self-test product from the antigen of our country' '' '' '' '' '''from China's country of our country '' '' ''s country' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' ''s good policy, the 30094 Shenzhen Bioeasy Biotechnology Co.Ltd(300942) and other stocks rose by more than 9%.
Gains in covid-19 antigen detection sector of financial Associated Press
The early morning of the day today, 68 Nanjing Vazyme Biotech Co.Ltd(688105) \ showing a "burst" trend . For a longer time, the cumulative maximum increase of Nanjing Vazyme Biotech Co.Ltd(688105) in the last three trading days is close to 50% .
What are the funds behind it Nanjing Vazyme Biotech Co.Ltd(688105) the data of the three-day list released after hours showed that the funds of dragon and tiger list sold 444 million yuan net , four institutions sold 400 million yuan and one institution bought 62.99 million yuan.
Nanjing Vazyme Biotech Co.Ltd(688105) 3 / 10-march 14
After the announcement, Nanjing Vazyme Biotech Co.Ltd(688105) announced the abnormal fluctuation of stock trading. The Nanjing Vazyme Biotech Co.Ltd(688105) antigen detection kit produced by Nanjing Vazyme Biotech Co.Ltd(688105) , a wholly owned subsidiary, completed the intended use of medical device product registration, increased the sample type and the changes in the contents of the . The sales of the above products are affected by many factors, such as national epidemic prevention and control and procurement policies, testing needs, covid-19 epidemic changes and so on, at the same time or will face the risk of fierce market competition, and the continuous impact on the company's future performance cannot be specifically predicted .
Public information shows that Nanjing Vazyme Biotech Co.Ltd(688105) main business is technology research and development and product development around functional proteins such as enzymes, antigens and antibodies and polymer organic materials. The company's main products are biological reagents and in vitro diagnostic products.
On the news side, the State Food and Drug Administration approved four covid-19 antigen detection kits developed by Guangzhou Wondfo Biotech Co.Ltd(300482) , Shenzhen Huada Yinyuan medicine, Beijing jinwofu biology, Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) . In addition, on March 11, Beijing huaketai biology was approved. At present, five covid-19 antigen self-test products are officially on the market.
The financial Associated Press reporter learned from Nanjing Vazyme Biotech Co.Ltd(688105) today that the core raw materials of antigen antibody reagents of the company, including covid-19 antigen detection kit (hospital use and self-test), are self-produced .
In addition, board secretary Nanjing Vazyme Biotech Co.Ltd(688105) told the associated press that has begun to supply , and online channels can be purchased on tmall health, Suning.Com Co.Ltd(002024) and other e-commerce platforms after the company's covid-19 antigen self-test products were approved.
In the research report released on March 13, 2022, Zhou chaoze of Minsheng Securities said that on March 11, the National Health Commission issued the covid-19 antigen application scheme (Trial), and the demand for related products is expected to achieve explosive growth. The release of in this application scheme will directly benefit enterprises with self-produced raw materials and sufficient production capacity , Nanjing Vazyme Biotech Co.Ltd(688105) as a leading enterprise of antibody antigen reagent, it is expected to fully benefit .
According to the analysis of Huang Ailong, President of Chongqing Medical University, the terminal price does not exceed 20 yuan / person. In the early stage, when the production capacity is in short supply and the competition pattern is good, and the drugstore channel has a certain independent pricing power, the ex factory price is expected to stabilize at 15 yuan / share. Zhou chaoze expects to bring 150 million income elasticity for every 10 million people . Based on the analysis of 30% net interest rate, can provide 45 million profit elasticity .
Some private equity sources said that China began to use antigen testing, which will significantly stimulate orders for relevant companies, but the product barrier is not high . With more and more approved manufacturers and more sufficient supply, it is expected that the future price will not be very high . The space in the overall market may not be as large as expected and the competition pattern is poor, and the market funds are still more inclined to game .
