Some covid-19 antigen detection reagents brushed on the screen last weekend have been delivered to Jilin, which is in the midst of the epidemic.
On the afternoon of March 14, song Xiaohui, deputy director of Jilin Provincial Department of industry and information technology, said at the press conference on covid-19 epidemic prevention and control in Jilin province that Jilin Province ordered 12 million antigen detection reagents nationwide in a short time, and 36000 antigen reagents had been delivered to Jilin University on March 13.
In March 11th, the State Council issued the notice on the issuance of the COVID-19 virus antigen detection application plan (Trial) for the New Coronavirus pneumonia joint prevention and control mechanism comprehensive group. After research, it decided to add antigen detection as a supplement on the basis of nucleic acid detection. By March 14, 11 covid-19 antigen detection kit products had been approved for marketing. At present, covid-19 antigen self-test kit products can be found on Taobao, jd.com, meituan, Suning.Com Co.Ltd(002024) and other e-commerce platforms, most of which are “reserved purchase”.
In terms of market, covid-19 detection sector has performed well in the past three trading days, with 12 stocks up more than 20%, with the highest rise of 49%. Some institutions predict that the mainland antigen detection came into being, which will give birth to the demand of 100 billion industrial chain.
12 million antigen detection reagents sent to Jilin
3 on the afternoon of March 14, Jilin Province held a press conference on covid-19 epidemic prevention and control. Song Xiaohui, deputy director of Jilin Provincial Department of industry and information technology, said at the press conference that Jilin Provincial Department of industry and information technology urgently communicated with antigen reagent manufacturers such as Beijing Beijing Hotgen Biotech Co.Ltd(688068) , Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) and other antigen reagent manufacturers through channels such as the National Health Commission. In a short time, 12 million antigenic testing reagents were ordered nationwide, and 36000 antigen reagents had been delivered to Jilin University on the 13th
Song Xiaohui said that from the 12th to the 13th, the State Food and Drug Administration successively approved the registration applications of 10 covid-19 antigen detection kit products, including Beijing Beijing Hotgen Biotech Co.Ltd(688068) , Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) and others, marking that these 10 covid-19 antigen self-test products have been officially launched. The combination of nucleic acid and antigen detection is conducive to improving the detection ability and optimizing the organization and implementation, Find out the epidemic situation as soon as possible.
“At 13 noon, another 8 million people arrived.” Song Xiaohui said that in accordance with the principles of ensuring key protection, giving priority to urgent needs, overall consideration and scientific distribution, the Provincial Department of industry and information technology scientifically formulated the distribution plan and planned to distribute it to key areas such as Changchun, Jilin and Yanbian, accelerate the speed of nucleic acid detection, and ensure the normal production of key universities and livelihood public service enterprises in other parts of the province, key enterprises The key hospitals involved in epidemic prevention and control made every effort to coordinate the delivery of the remaining 3.954 million antigen detection reagents as soon as possible.
Song Xiaohui introduced that in the next step, according to the situation of the whole province, especially the situation and tasks of epidemic prevention and control in Changchun and Jilin, we will maximize the procurement channels, go all out to expand the procurement scale of antigen reagents, ensure sufficient supply of follow-up nucleic acid screening materials, and quickly win the current round of covid-19 epidemic protection war, Sniper War The war of annihilation provides strong support for epidemic prevention and medical materials.
It was reported at the meeting that from 0:00 to 24:00 on March 13, there were 895 newly confirmed local cases in Jilin Province (890 cases of light type, 4 cases of ordinary type and 1 case of heavy type respectively), including 453 cases in Jilin City (including 19 cases of asymptomatic infection into confirmed cases), 430 cases in Changchun City (including 22 cases of asymptomatic infection into confirmed cases), 7 cases in Siping City, 4 cases in Yanbian Prefecture and 1 case in Songyuan City; There were 131 new asymptomatic infections in the province, including 120 in Jilin City, 3 in Changchun City, 3 in Siping City, 2 in Meihekou City, 1 in Yanbian Prefecture, Songyuan City and Baishan City.
From 0:00 to 14:00 on March 14, 144 locally confirmed cases were added in Jilin Province, including 120 cases in Changchun, 18 cases in Jilin and 6 cases in Yanbian Prefecture. Nine local asymptomatic infections were added, including 3 cases in Changchun City, 2 cases in Jilin City, 2 cases in Yanbian Prefecture and 2 cases in Meihekou city.
In addition, as of 12:00 on March 14, there were 3868 cases of covid-19 virus primary screening positive people in Jilin Province. The above people were all the people who carried out nucleic acid testing in the key areas of the recent epidemic. The screening positive people to be clinically diagnosed have implemented control measures for the above people. As the expansion of medical resources will take some time, the province and all localities are stepping up the establishment of designated medical institutions to do a good job in the clear diagnosis and related diagnosis and treatment of the above personnel.
11 covid-19 antigen detection kit approved for marketing
In March 11th, the State Council issued the notice on the issuance of the COVID-19 virus antigen detection application plan (Trial) for the New Coronavirus pneumonia joint prevention and control mechanism comprehensive group. After research, it decided to add antigen detection as a supplement on the basis of nucleic acid detection.
The scheme stipulates the applicable groups 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.
On March 12, the State Food and Drug Administration issued a notice approving the change of covid-19 antigen product self-test application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd., Beijing jinwofu Bioengineering Technology Co., Ltd., Shenzhen Huada Yinyuan Pharmaceutical Technology Co., Ltd., Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai Biotechnology Co., Ltd.
On March 13, the State Food and Drug Administration approved the registration application of five covid-19 antigen detection kit products. These five enterprises include Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin BIOSIS Biotechnology Co., Ltd., Chongqing Mingdao jietest Biotechnology Co., Ltd. and Beijing Lepu Diagnostic Technology Co., Ltd.
In March 14th, the website of the State Administration of drug supervision showed that the registration of New Coronavirus (2019-nCoV) IgG antibody detection kit (magnetic particle chemiluminescence method) was approved by the Baer bioengineering Limited by Share Ltd in Beijing (20223400344).
So far, a total of 11 covid-19 antigen detection kit products have been approved for marketing.
about when to put on the shelves for sale, on March 14, the Chinese reporter of the securities firm found that covid-19 antigen self-test kit products can be searched on Taobao, JD, meituan, Suning.Com Co.Ltd(002024) and other e-commerce platforms, most of which are “reserved purchase”.
Take Taobao as an example, search for “COVID-19 self testing” in APP can enter the purchase page of Nanjing Vazyme Biotech Co.Ltd(688105) New Coronavirus antigen test kit. The price of the product is 486 yuan and the specification is 20 people. Ali Health said that more covid-19 antigen self-test products officially authorized by the brand are being launched one after another.
covid-19 detection sector has an eye-catching performance
With the expected volume of covid-19 antigen detection products expected in anticipation of the volume of products that detect covid-19 antigens, and the expected volume of products that detect covid-19 antigens, on March 11, A-share’s covid-19 detection, covid-19 drugs and other anti epidemic theme sectors such as covid-19 drugs, etc. on March 11, as A-share’s covid-19 detection, covid-19 drugs and other anti epidemic theme sectors such as anti epidemic themes such as anti-epidemic themes such as anti-19 drugs, etc., set A-share’s covid-19 detection, covid-19 drugs, etc. set off A-share’s rising tide tide on March 11, on March 11, on March 11, on March 11, A-share A shares’ A-share’s covid-19 detection, covid-19 detection, covid-19 drugs and other anti-19 drugs set off A-19 drugs set A-19 and other anti epidemic theme sectors such as A-19 drugs, yes.
On March 14, covid-19 antigen sector rose against the market again. However, many stocks rose and fell Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Nanjing Vazyme Biotech Co.Ltd(688105) , Thalys Medical Technology Group Corporation(603716) , Lets Holdings Group Co.Ltd(002398) was “closed” in the morning. As of the closing, only Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Thalys Medical Technology Group Corporation(603716) re closed the trading limit Guangzhou Wondfo Biotech Co.Ltd(300482) rose to nearly 19%, and then began to decline rapidly, with an increase of 3.71% as of the close Bgi Genomics Co.Ltd(300676) growth fell from 16% to 9.98%.
In this regard, some market participants said that the opening performance of covid-19 detection sector did not meet expectations, one of the possible reasons is that it rose in advance last week. In addition, the external market has also brought some impact. On the 14th, A-Shares and Hong Kong stocks opened low to varying degrees, and funds have differences on the follow-up trend.
According to the data, in the past three trading days, 12 shares of covid-19 detection sector have increased by more than 20%, of which Guangzhou Wondfo Biotech Co.Ltd(300482) shares rose by 49% and Nanjing Vazyme Biotech Co.Ltd(688105) shares rose by 41%.
It is worth noting that in March 12th, Guangzhou Wondfo Biotech Co.Ltd(300482) issued a official account in WeChat public, saying that some individuals and companies had not authorized the authorization to sell illegally through the electricity supplier and other online channels. For individuals and companies who claim to be able to sell the antigen detection kit products developed by the company, the company reserves the right to report the case to the relevant public security departments and investigate the corresponding legal liabilities.
On March 13, Guangzhou Wondfo Biotech Co.Ltd(300482) reissued the announcement that the company was preparing production materials before going online according to the approved medical device change registration (filing) documents, and as of the announcement date, there was no antigen detection reagent products after the change of registration certificate on the market; As of the announcement date, the company has not reached a sales agreement with commercial retail OTC channels on antigen detection kit products, nor has it sold such products.
expedites the demand of 100 billion industrial chain
Among the covid-19 antigen detection reagents currently approved for listing, the retail price is generally 20-30 yuan / piece. What is the expected market scale of this sector?
Zhongtai Securities Co.Ltd(600918) believes that referring to the overseas distribution policy, the distribution frequency of overseas covid-19 antigen self-test kit varies significantly, ranging from 2 to 10 times per capita. For example, China’s antigen self-test kit is officially released, and the minimum frequency is assumed to be 2 times per person per month according to the overseas policy. Based on this calculation, the terminal retail market scale of covid-19 antigen self-test reagent products in China may reach 56-84 billion yuan / month.
the latest report of Citic Securities Company Limited(600030) pharmaceutical industry points out that mainland antigen detection came into being, giving birth to the demand of 100 billion industrial chain. Previously, countries such as Europe and the United States and Hong Kong, China have widely used antigen detection as an auxiliary means. Domestic enterprises have emerged, have relatively mature product power, and are exported in large quantities. In the face of the recent multi-point spread of covid-19 epidemic in the mainland, the mainland antigen detection policy came into being. We estimate that the mainland’s antigen detection policy will give birth to a 100 billion industrial chain. Considering only the demand for antigen detection used in China’s terminals, it is estimated that the upstream raw materials will be about 10 billion, the midstream antigen detection reagents will be 35 billion, and the downstream out of hospital channels will be about 40 billion. Considering the global market demand, the market scale will be more considerable.
However, days Feng Securities believes that the market scale prediction of covid-19 antigen detection needs further observation on dosage and price. From the sales mode corresponding to the covid-19 antigen detection scenario, the first scenario (primary medical and health institutions) and the second scenario (isolated observers) are expected to be mainly government procurement, and the third scenario (community residents with antigen self-detection needs) is expected to be mainly at their own expense. At this stage, the epidemic situation in China is relatively complex, the product competition pattern changes rapidly, and there is no early reference information. The future antigen detection market space can not be accurately predicted.
Huaan Securities Co.Ltd(600909) said that covid-19 antigen detection has become an important supplement. The market space rationality is 30 billion yuan and the long-term space is 270 billion yuan. The upstream, middle and downstream industrial chain has great prospects Huaan Securities Co.Ltd(600909) divides the industrial chain into upstream raw materials such as antigen antibody reagents, accessories and packaging materials, manufacturing and production of midstream products approved in China and overseas, and downstream terminal sales such as retail pharmacies and pharmaceutical e-commerce. The gross profit distribution of the industry is calculated according to the relevant gross profit margin level of the industry. After the calculation, taking the terminal sales price as the base, it is considered that the upstream, middle and downstream gross profit accounts for 14%, 24% and 60% respectively. The specific division is as follows:
upstream raw materials
Antigen antibody reagents: Nanjing Vazyme Biotech Co.Ltd(688105) , Sino Biological Inc(301047) , Acrobiosystems Co.Ltd(301080) , youningwei, Feipeng Biology (to be listed), etc;
Auxiliary materials: Zhejiang Gongdong Medical Technology Co.Ltd(605369) , Getein Biotech Inc(603387) , Shenzhen Changhong Technology Co.Ltd(300151) , Guangzhou Improve Medical Instruments Co.Ltd(300030) , etc;
Packaging materials: Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) , Xi’An Global Printing Co.Ltd(002799) , Shenzhen Colibri Technologies Co.Ltd(002957) , etc;
midstream manufacturing
China has been approved: Guangzhou Wondfo Biotech Co.Ltd(300482) , Nanjing Vazyme Biotech Co.Ltd(688105) , Bgi Genomics Co.Ltd(300676) ;
Overseas approved: Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Beijing Hotgen Biotech Co.Ltd(688068) , Hangzhou Biotest Biotech Co.Ltd(688767) , Shenzhen Yhlo Biotech Co.Ltd(688575) , an Xu biology, etc;
downstream terminal sales
Retail pharmacies: Lbx Pharmacy Chain Joint Stock Company(603883) , Yifeng Pharmacy Chain Co.Ltd(603939) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Yixintang Pharmaceutical Group Co.Ltd(002727) , China National Accord Medicines Corporation Ltd(000028) , Yunnan Jianzhijia Health-Chain Co.Ltd(605266) , Shuyu Civilian Pharmacy Corp.Ltd(301017) , etc;
Pharmaceutical e-commerce: JD health, Alibaba health, Ping an good doctor, Cofoe Medical Technology Co.Ltd(301087) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , etc.
