march 13, according to the information on the website of the State Food and drug administration, the State Food and Drug Administration approved five more applications for registration of covid-19 antigen products. The approved enterprises include Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin boosses Biotechnology Co., Ltd., Chongqing mingdaojietest Biotechnology Co., Ltd. and Beijing Lepu Diagnostic Technology Co., Ltd. Since then, a total of 10 covid-19 antigen self-test products have been officially launched
When can covid-19 antigen self-test products be purchased? Which channels can you buy? Is the price expensive? In view of the issues most concerned by the public, the reporter of the international finance news visited a number of pharmacies to investigateP align = “center” multiple platforms start pre-sale
Covid-19 antigen detection is directly aimed at the specific protein (i.e. antigen) in covid-19 virus. It can quickly detect positive cases in the acute infection period. It can be used as a supplementary detection method for screening specific populations, which is conducive to improving the ability of “early detection”, and plays an important role in optimizing covid-19 virus detection strategy and overall epidemic prevention and control.
On March 12, Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy, Gaoji health, Yikang medicine and other chain pharmacies, as well as several pharmaceutical e-commerce platforms announced that they had reached cooperation with approved manufacturers, and the self-test products would be put on sale in the near future.
In the Guoda pharmacy near the BaBaiBan shopping mall in Pudong New Area, Shanghai, the salesperson told reporters: “at present, we have not received the sales notice of the kit, and there is no goods in the store. If there are goods, we will start selling.”
In addition, the reporter found on the e-commerce platform that Shanghai No.1 Pharmacy Co.Ltd(600833) drugstore located in Nanjing East Road, Shanghai has started online pre-sale of covid-19 test kit, and the pre-sale price is 583.08 yuan (20 copies / box). Calculated at this price, the average price of a box is 29.154 yuan.
The reporter called the drugstore to inquire, and its staff said: “the pre-sale time of the kit is from March 21 to 22. At the same time, it provides national sales, which is expected to arrive in 1 to 3 days.”
The reporter understands that the reagent kit supplier of the pharmacy is the first batch of approving kit enterprises, Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd., the name of the pre-sale kit is New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method), and the result is the fastest 10-15 minutes.
The kit is attached with a detailed picture description and operation method, and the test results are also explained. The expected use, test principle, main components, storage conditions, validity period and sample requirements are also written in detail in the manual.
At present, only one pre-sale kit can be purchased per person.
In terms of online platform, the reporter learned from tmall health that it is currently cooperating with Alibaba health pharmacy. Among them, Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) ‘s kit can be purchased at the price of 486 yuan / 20 people, which can be purchased on Taobao.
However, the current data show that no one has purchased this kit.
In addition, the covid-19 self-test kits of Guangzhou Wondfo Biotech Co.Ltd(300482) and jinwofu biology also show pre-sale links one after another, of which Guangzhou Wondfo Biotech Co.Ltd(300482) mainly includes 10 people / box and 20 people / box, while jinwofu biology’s is 25 people / box, but the specific price has not been shown.
Taobao platform
In addition to Taobao, jd.com has also launched many pre-sale links of covid-19 self-test kits, including four companies, including Beijing Hotgen Biotech Co.Ltd(688068) (5 people), jinwofu (25 people), Nanjing Vazyme Biotech Co.Ltd(688105) (20 people), and Bgi Genomics Co.Ltd(300676) (20 people).
Among them, only vinozan and Bgi Genomics Co.Ltd(300676) indicate the price of the kit, Nanjing Vazyme Biotech Co.Ltd(688105) is 486 yuan / 20 people, Bgi Genomics Co.Ltd(300676) is 490 yuan / 20 people, Beijing Hotgen Biotech Co.Ltd(688068) and jinwolff have not indicated the price.
JD platform
Other e-commerce platforms are also keeping pace. As of press time, meituan pharmaceutical, JD health, good doctor Ping An and Gaoji medical have announced that they have or will have products on-line for sale.
The person in charge of meituan drug purchase said that from March 13, users can make an appointment to buy relevant products through the pharmacies that ship drugs nationwide in meituan drug purchase channel, and merchants will use express delivery for users from March 20; Meanwhile, meituan pharmacy, together 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, is expected to launch covid-19 antigen self-test products synchronously with offline pharmacies within one week to jointly provide users with 30 minute door-to-door drug delivery service.
The reporter of the international finance news learned from the digital medical health platform 1 drug network that it is reaching a strategic cooperation with Bgi Genomics Co.Ltd(300676) and will become the first online retail platform of Bgi Genomics Co.Ltd(300676) covid-19 virus antigen detection kit. Since it will take some time for Bgi Genomics Co.Ltd(300676) ‘s covid-19 antigen detection kit to be purchased and put on the shelves, the pre-sale of the product will be opened within this week. At that time, consumers can buy it in advance by entering the app of 1 drug networkP align = “center” there is still room for price reduction in the future
The reporter also contacted a store of Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy in Shanghai. The staff said that they had received a notice on the 12th that they could first sell covid-19 self-test products, but they were unable to buy at present. They need to register and make an appointment first. The specific arrival time is uncertain.
The first batch of products in the store is only 100 boxes, the price is 596 yuan / 20 pieces, and the unit price is about 30 yuan / piece Lbx Pharmacy Chain Joint Stock Company(603883) relevant person in charge said in an interview with the reporter of the international finance news that after being confirmed by its quality supervision department according to the latest national regulations, the goods received are clinical products and do not have the retail qualification of stores. The manufacturers of civil products related to covid-19 quick test are in emergency production, and they need to be put on the shelves for sale after their qualifications are complete.
The reporter also learned by calling a store of Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy that Guangzhou Wondfo Biotech Co.Ltd(300482) covid-19 antigen self-test products are still in the large warehouse of Hunan headquarters, and Shanghai stores need to go through the new directory and the approval of the superior before they can be put into storage; Some pharmacies need to apply for the qualification of selling the product, that is, go to their drug administration for filing, “it is expected to take two weeks to buy”.
According to another insider, Guangzhou Wondfo Biotech Co.Ltd(300482) has been required to be temporarily removed from the OTC channel because there is no manual for replacing the antigen detection reagent, and can be put on the shelf again after replacing the product manual.
Dashenlin Pharmaceutical Group Co.Ltd(603233) relevant person in charge told reporters: “at present, we are communicating with the approved manufacturers. The specific listing time depends on the manufacturer’s production. The price is to be determined, and we are still waiting to report to the market supervision bureau.”
Beijing Hotgen Biotech Co.Ltd(688068) in an interview with the reporter of the international finance news, said that at present, its covid-19 antigen self-test kit has been listed, the online sales channels currently include JD health (JD shopping app can be booked), meinian health, etc., and the offline channels include chain pharmacies, hospitals and other grass-roots outlets.
However, Beijing Hotgen Biotech Co.Ltd(688068) has not announced the specific price of its covid-19 antigen self-test product.
In addition to Beijing Hotgen Biotech Co.Ltd(688068) , many approved enterprises have reservations about the price of the kit when interviewed by reporters. Insiders said that the reason why most approved enterprises did not publish product prices was that they were still worried about the following risk factors:
market competition risk up to now, covid-19 antigen self-test products of 10 enterprises in China have been approved, and the State Drug Administration is still in the process of approval. Such products will still face market competition from similar or other test products in the future.
production risk due to the uncertainty of epidemic situation in various places, it brings great challenges to production, and enterprises may face the risk of insufficient allocation and supply of production resources in the short term.
raw material risk due to the opening of covid-19 virus antigen detection in China for the first time, based on China’s population and expected scope of use, the rise of market demand may lead to the shortage of raw materials and price rise related to such products, which will affect the product supply.
quality control risk approved enterprises establish product quality management system in strict accordance with relevant national laws and regulations, but improper maintenance or operation in production, transportation and other aspects may lead to quality accidents.
According to the analysis of insiders, according to the news released by various enterprises, the current price of covid-19 antigen self-test products ranges from 20 yuan to 40 yuan, which is slightly high temporarily. It is expected that with the increase of approved enterprises, the price will be reduced to 10 yuan to 20 yuan, which is more reasonable and more competitive in the market. Otherwise, most people would rather queue up for nucleic acid.
However, it should be noted that the results of antigen self-test still can not replace the nucleic acid report. The current monitoring mode is “antigen screening + nucleic acid diagnosis”, and the nucleic acid test results are still the basis for determining covid-19 virus infection. As a supplementary means, antigen detection can be used for screening of specific populations, which is conducive to improving the ability of “early detection”. It is generally used for sample detection in the period of acute infection, that is, within 7 days of symptoms of suspected populations.
The covid-19 virus antigen detection application program (Trial Implementation) specifies that the following three categories of people are suitable for antigen detection: first, those who go to grass-roots medical and health institutions with respiratory tract, fever and other symptoms 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.
At present, Japan, India, Israel and other countries are vigorously promoting antigen detection methods. In the United Kingdom, Singapore, Brazil, France, Italy and other European and American countries, antigen test results are also used as one of the entry standardsP align = “center” these companies’ share prices soared
After the opening on March 14, covid-19 drugs and covid-19 detection concepts rose against the market, and many stocks such as Beijing Hotgen Biotech Co.Ltd(688068) , Guangzhou Wondfo Biotech Co.Ltd(300482) and Guangzhou Wondfo Biotech Co.Ltd(300482) opened higher than 10%.
As of the close, covid-19 detected that the rise of the sector had cooled down, and finally fell slightly by 0.02%, but several stocks still closed up Shenzhen Bioeasy Biotechnology Co.Ltd(300942) rose by the limit, Nanjing Vazyme Biotech Co.Ltd(688105) rose by more than 13%, Shanghai Labway Clinical Laboratory Co.Ltd(301060) rose by more than 10%, Bgi Genomics Co.Ltd(300676) rose by nearly 10%, Beijing Hotgen Biotech Co.Ltd(688068) rose by more than 4%, and Guangzhou Wondfo Biotech Co.Ltd(300482) rose by more than 3%.
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What is the market prospect of antigen detection?
Industry insiders believe that covid-19 antigen detection is an important supplement to covid-19 epidemic prevention and control in China. Antigen detection products are expected to be widely used in China and have a broad market space.
Huaan Securities Co.Ltd(600909) research report believes that the introduction of covid-19 virus antigen detection application scheme (for Trial Implementation) means that China’s antigen detection market will be opened and the upstream, middle and downstream will be rapidly expanded. It is suggested to pay attention to the investment opportunities of the whole industrial chain Zhongtai Securities Co.Ltd(600918) research report predicts that the market scale of covid-19 antigen self-test kit in China is expected to reach 17.7 billion to 26.6 billion yuan in a single month.
