From March 11 to March 13, the State Food and Drug Administration approved the registration applications of Nanjing Vazyme Biotech Co.Ltd(688105) , jinwofu, huadayin, Guangzhou Wondfo Biotech Co.Ltd(300482) , huaketai, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin boosses biology, Chongqing Mingdao jietest biology and Beijing Lepu diagnostic 10 covid-19 antigen detection products.
stimulated by the positive, on March 11, covid-19 detection sector set off a trading tide, with more than 20 stocks trading. On March 14, in the context of the overall decline of the market, the performance of covid-19 detection sector was eye-catching, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Shenzhen Everbest Machinery Industry Co.Ltd(002980) and other four stocks rose the limit, Nanjing Vazyme Biotech Co.Ltd(688105) rose by more than 13%, Bgi Genomics Co.Ltd(300676) rose by nearly 10%, and Beijing Hotgen Biotech Co.Ltd(688068) rose by more than 4% p align = "center" currently Wuxi Online Offline Communication Information Technology Co.Ltd(300959) can be booked
On November 19, the State Council officially issued the vid antigen detection scheme (hereinafter referred to as the vid-19
According to the scheme, antigen detection can be applied to 3 groups : first, those who go to grass-roots medical and health institutions and have symptoms such as respiratory tract and fever within 5 days; Second, isolate observers, including those in home isolation observation, close connection and secondary close connection, entry isolation observation, sealing and control area and control area; Third, community residents who need antigen self-test "the plan" points out that if community residents have self-test needs, they can purchase antigen detection reagents for self-test through retail pharmacies, online sales platforms and other channels
The reporter learned from various channels that at present, all Dalian lock pharmacies and e-commerce platforms are actively cooperating with relevant production enterprises to quickly carry out pre-sale publicity and stock up. In terms of e-commerce, meituan, tmall, jd.com and other platforms have launched the purchase link of antigen detection products. The specifications are divided into 1 person, 5 people, 10 people, 20 people and 25 people. Calculated by 1 person, the unit price is about 20 yuan to 30 yuan. The fast payment can be delivered within 4 days, and the slow one may have to wait until the end of March or April.
The customer service of tmall's last store that delivered goods faster told the reporter, if you shoot today, you can deliver goods today or tomorrow. You can arrive at Shunfeng 48 hours after picking up the goods. Areas where Shunfeng can't deliver due to the impact of the epidemic will forward EMS by default However, the store is currently in short supply, so each person is limited to one copy and does not include mail, and the freight will be increased by 20 yuan
In terms of chain pharmacies, the reporter learned through telephone consultation and offline visits that pharmacies currently accept on-site reservations, and it may take two weeks for products to arrive as soon as possible Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy clerk in a store in Shanghai told reporters that the store will not have on-site purchase until two weeks at most.
Previously, Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy said on March 12 that it had reached cooperation with Guangzhou Wondfo Biotech Co.Ltd(300482) and the first batch of covid-19 antigen detection products are expected to be put on sale in stores in 12 provinces and cities such as Shanghai, Hunan and Jiangsu in the near future.
the reporter went to the No. 1 store of Huashi pharmacy in Tandian, and there was no sales information of covid-19 antigen self-test box inside and outside the store. When the reporter asked how to buy the self-test box, the clerk said that he could register the information first and leave a phone number. When the goods arrived, he would be notified, or make an appointment directly on the official wechat of Huashi pharmacy
(the reporter went to the store of Huashi pharmacy near the office to explore the store, and there was no advertisement for covid-19 antigen self-test kit posted in the door and in the store)
Although there are many people consulting and booking in a short time, some residents believe that "only as a self-test can not replace nucleic acid, and the unit price of 20-30 yuan is a little expensive"P align = "center" many listed companies are actively registering
The sales of antigen detection products are in full swing. In the capital market, relevant concept stocks have also attracted much attention. It is understood that among the 10 companies that have been approved for covid-19 antigen detection at the moment, six of the 10 companies that have been approved for covid-19 antigen detection, six of which are already listed on A-share A-share, namely 456 .
Nanjing Vazyme Biotech Co.Ltd(688105) said that after the company's covid-19 antigen self-test product was approved, it has begun to be fully supplied, online channels can be purchased on the e-commerce platform, and the supply of offline pharmacies is being prepared.
Bgi Genomics Co.Ltd(300676) 14 announced that the company has jointly signed the covid-19 antigen test kit strategic cooperation framework agreement with 8 institutions, including the global procurement and supply chain service center of Sinopharm holdings, China Resources Pharmaceutical Business Group Medical Devices Co., Ltd. Jointown Pharmaceutical Group Co.Ltd(600998) Medical Devices Group Co., Ltd. Dashenlin Pharmaceutical Group Co.Ltd(603233) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Cooperation intention of covid-19 antigen detection kit covering more than ten million people.
Beijing Hotgen Biotech Co.Ltd(688068) has reached cooperation with Meinian Onehealth Healthcare Holdings Co.Ltd(002044) and JD health respectively Meinian Onehealth Healthcare Holdings Co.Ltd(002044) becomes the core partner of Beijing Hotgen Biotech Co.Ltd(688068) covid-19 antigen detection product sales channel, and will use its group's qualified online mall, its national branches and subsidiaries to carry out the marketing of the product. At present, Beijing Hotgen Biotech Co.Ltd(688068) covid-19 antigen self-test reagent has officially opened an appointment in JD.
Beijing Hotgen Biotech Co.Ltd(688068) has reached cooperation with Meinian Onehealth Healthcare Holdings Co.Ltd(002044) and JD health respectively. At present, Beijing Hotgen Biotech Co.Ltd(688068) covid-19 antigen self-test reagent has officially opened an appointment in JD
in addition to those already approved, many listed companies are promoting the registration of covid-19 antigen detection products in China.
on March 14, Hangzhou Biotest Biotech Co.Ltd(688767) , Laihe biology, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Beijing Strong Biotechnologies Inc(300406) , Contec Medical Systems Co.Ltd(300869) and other listed companies said that they were actively promoting the application for the registration certificate of covid-19 antigen detection in China, of which Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) covid-19 antigen detection reagent had submitted the registration application to the State Drug AdministrationP align = "center" first listed companies benefit more
according to the research report issued by Zhongtai Securities Co.Ltd(600918) 3 in early March, it is estimated that the market scale of covid-19 antigen self-test kit in China is expected to reach 17.7-26.6 billion yuan per month. Considering the purchase demand of residents for antigen 19-19, it is expected that enterprises will further improve their purchase of antigen detection products at their own expense
However, there are also views that the above calculation is too optimistic, and the market space of antigen detection depends on the time when the product is approved for listing, the real demand in China's actual application scenarios, and the willingness to pay at their own expense other than "free + medical insurance payment". in the future, we still need to pay close attention to the changes of China's epidemic situation and prevention and control strategies
Generally speaking, the institutional view is generally that after the release of antigen detection, the enterprises and retail pharmacies whose products were first approved for listing benefited more
On the one hand, the technical barriers to antigen detection are not high. The competitive barriers in the short term are mainly the registration certificate and supply capacity (including production capacity and control over raw materials). Enterprises that are first approved to be listed are likely to have large-scale performance, especially those that have been officially sold overseas, with higher production capacity certainty. However, as more and more enterprises are approved to be listed, market competition will certainly intensify. On the other hand, the demand for covid-19 antigen detection will bring new performance growth points to retail pharmacies. Although the contribution of short-term revenue may not account for a large proportion, it can bring more traffic to retail pharmacies.
Gaohe investment believes that after the release of the antigen self-test product policy, China's epidemic prevention policy is expected to be further normalized, which may be more conducive to economic recovery, which may be more worthy of investors' attention
