The continuous approval of covid-19 virus antigen detection reagent has made covid-19 antigen self-test the focus of public opinion in the capital market in these two days. However, in today’s secondary market, covid-19 pneumonia detection index has opened high and gone low.
The layman watches the excitement while the expert watches the doorway.
ago, insiders predicted to the reporter of Shanghai Securities News that the centralized collection of covid-19 antigen reagent may come soon; Subsequently, the Tianjin pharmaceutical procurement center issued a notice, said that “to carry out New Coronavirus antigen detection reagent product information centralized maintenance”.
In March 14th, the Tianjin pharmaceutical purchasing center issued the notice on centralized maintenance of New Coronavirus antigen detection reagent. It is said that in order to implement the spirit of the joint notification system for the issuance of COVID-19 virus antigen test (Trial Implementation) issued by the integrated group of New Coronavirus disease prevention and control mechanism of the State Council (joint prevention and control mechanism 2020 [21]), we will further optimize the COVID-19 virus detection strategy and add antigen detection as a supplement on the basis of nucleic acid detection. Tianjin pharmaceutical purchasing center is going to carry out the centralized maintenance of New Coronavirus antigen detection reagent products in March 14th.
The notification does not specify whether the information centrally maintained is for professional products or home self testing products, giving only a general range of “New Coronavirus antigen detection reagent”. The medical device registrant (agent) who has obtained the legal qualification of the products within the scope of this procurement, as a maintenance enterprise, is willing to participate. The centralized maintenance time of product information is from 15:00 on March 14 to 17:00 on March 18
This is also interpreted by the market as the centralized acquisition signal of covid-19 antigen detection just approved.
Since March 11, when the State Council issued the notice on the application scheme for covid-19 virus antigen detection (Trial) issued by the comprehensive group of joint prevention and control mechanism for covid-19 virus pneumonia epidemic, 10 covid-19 antigen self-test products from Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Hotgen Biotech Co.Ltd(688068) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Nanjing Vazyme Biotech Co.Ltd(688105) Lepu Medical Technology (Beijing) Co.Ltd(300003) owns 10 enterprises, including Beijing Lepu technology, Bgi Genomics Co.Ltd(300676) Shenzhen Huada Yinyuan, Beijing jinwofu biology, Beijing huaketai biology, Tianjin boosses and Chongqing Mingdao jietest.
some market participants predict that with the current approval efficiency of the State Food and drug administration, it is possible that new enterprises will obtain product listing licenses in the next few days. Moreover, in terms of the number of enterprises that have obtained the registration certificate of covid-19 antigen detection kit, it has met the centralized collection standard. Once covid-19 virus antigen detection reagent is widely used in the future, centralized collection will be imperative
Covid-19 antigen family self-test is convenient, fast and cheap. More importantly, it is safe and there is no need to queue up. There is no need to worry about infection when queuing up for detection.
Although there is a certain gap between its sensitivity and specificity and nucleic acid detection, taking it as a supplement to daily detection, more covert transmission can be found, so as to cut off the transmission.
about the price of covid-19 antigen detection kit , Jin Dongyan, a professor and virologist at the school of medicine of the University of Hong Kong, previously analyzed in an interview that the ex factory price of reasonable range is about 5 yuan for one person, 8-10 yuan for two people, and the terminal price is no more than 20 yuan / person . But he also said: “at present, the cost of antigen detection is affected by factors such as production scale and raw material source. At present, the cost increases greatly, and the supply of key raw materials is in short supply.”
Previously, in the covid-19 antigen charging operation guidelines issued by Guangdong Province, covid-19 antigen charging price is 31.8 yuan, including reagent price of 16.8 yuan and service fee of 15 yuan
At present, the reporter inquired that the covid-19 antigen detection kit (latex method) of Beijing jinwolff sold by meituan is 32.8 yuan for one person and 798 yuan for 25 people in family clothes . On tmall platform, the price of covid-19 antigen detection kit of Nanjing Vazyme Biotech Co.Ltd(688105) for 20 people is 486 yuan. Baidu health applet sells Wanfu covid-19 pneumonia (2019-ncov) antigen detection kit, which costs 400 yuan for 20 people and 320 yuan after using coupons
On average, the current price of covid-19 antigen detection kit is not as “high quality and low price” as expected.
in fact, the arrival of covid-19 antigen reagent collection is not limited to the “prediction” of people in the industry
The reporter noted that in the covid-19 virus antigen detection application scheme (Trial) launched on March 11, it has been clearly put forward that grass-roots medical and health institutions equipped with antigen detection are actually included in centralized bidding and procurement. Through centralized bidding and procurement at the provincial level, the price of detection reagents can be continuously reduced and the burden of detection costs can be reduced
