Event:
In March 15, 2022, the national health and Health Commission and the State Administration of traditional Chinese medicine organized experts to revise the relevant contents of the New Coronavirus pneumonia diagnosis and treatment plan (trial version 8 edition), forming the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
Comments:
Compared with the eighth edition, this plan focuses on the revised contents. ① Is to optimize case discovery and reporting procedures. On the basis of nucleic acid detection, antigen detection is added as a supplement to further improve the ability of early detection of cases and improve the efficiency of diagnosis or exclusion of suspected cases. ② The cases were treated by classification. According to the opinions of “patients with Omicron variant virus are mainly asymptomatic infected and light cases, most of them do not need too much treatment, and all of them will occupy a lot of medical resources in designated hospitals”, the case classification and treatment measures have been further improved. The centralized isolation management of light cases has reduced the burden of the medical system. ③ Further standardized antiviral treatment. Two specific anti-covid-19 drugs approved by the State Food and drug administration were written into the diagnosis and treatment plan, namely Pfizer’s covid-19 small molecule oral drug paxlovid (pf-07321332 / ritonavir tablets) and tengshengbo’s monoclonal antibody (ambavizumab / romistumab injection). ④ The content of traditional Chinese medicine treatment has been revised and improved. Combined with local clinical treatment experience, the application of traditional Chinese medicine non drug therapy was strengthened, and the content of acupuncture and moxibustion treatment was added; Combined with the characteristics of children’s patients, add relevant contents of children’s traditional Chinese medicine treatment. ⑤ Adjust the release of isolation management, discharge standards, release of isolation management and precautions after discharge. The new version of the diagnosis and treatment plan will be released from the isolation management and the discharge standard of “two consecutive respiratory tract specimens with negative nucleic acid detection (sampling time interval of at least 24 hours)” was revised to “two consecutive New Coronavirus nucleic acid detection N genes and ORF gene Ct values were all equal to 35 (fluorescent quantitative PCR method, the threshold value was 40, and the sampling time was at least 24 hours). Or for two consecutive times, the New Coronavirus nucleic acid test was negative (fluorescent quantitative PCR method, the threshold value was below 35, and the sampling time was at least 24 hours). Revise “continue 14 days of isolation management and health status monitoring after discharge” to “release isolation management or continue 7 days of home health monitoring after discharge”.
This plan shows the prevention and control ideas of covid-19 in China in the future to a certain extent. The prevention and treatment of covid-19 requires the combination of “vaccine + detection + therapeutic drugs”. At this stage, China has sufficient vaccine production capacity, and the vaccination rate of residents has been high. Based on nucleic acid detection, this scheme adds antigen detection as a supplementary detection method, which can further improve the ability of early case detection and covid-19 epidemic detection. At the same time, Pfizer’s covid-19 small molecule oral drug paxlovid (pf-07321332 / ritonavir tablets) and tengshengbo’s monoclonal antibody (ambavizumab / romisivir mAb injection) approved by the State Food and drug administration are also included in the diagnosis and treatment plan, indicating that the state attaches importance to covid-19 specific drugs. In the early stage of anti epidemic, the “three prescriptions and three drugs” (Qingfei Paidu decoction, Huashi Baidu formula, Xuanfei Baidu formula, Jinhua qinggan granule, Lianhua Qingwen capsule and Xuebijing injection) played an important role in the anti epidemic process. This scheme combined with the clinical treatment experience of various places, strengthened the application of traditional Chinese medicine non drug therapy.
Investment suggestion: in the future, covid-19 small molecule oral drugs, antigen detection and traditional Chinese medicine are expected to play an important role in the prevention and treatment of covid-19. In the future, domestic covid-19 small molecule drugs are expected to be listed, and the overall market prospect is relatively broad. Rapid progress of research and development of VIU (co80); Cdmo enterprises deeply involved in the global covid-19 small molecule supply chain Wuxi Apptec Co.Ltd(603259) ( Wuxi Apptec Co.Ltd(603259) ), Asymchem Laboratories (Tianjin) Co.Ltd(002821) ( Asymchem Laboratories (Tianjin) Co.Ltd(002821) ), Porton Pharma Solutions Ltd(300363) ( Porton Pharma Solutions Ltd(300363) ), etc; Covid-19 antigen detection related enterprises: Guangzhou Wondfo Biotech Co.Ltd(300482) ( Guangzhou Wondfo Biotech Co.Ltd(300482) ), Zhejiang Orient Gene Biotech Co.Ltd(688298) ( Zhejiang Orient Gene Biotech Co.Ltd(688298) ), etc; Enterprises related to traditional Chinese medicine epidemic prevention: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ( Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ), etc.
Risk warning: covid-19 epidemic situation is at risk of recurrence; The R & D Progress of domestic covid-19 small molecule drug is less than the expected risk; The competition of antigen detection market intensifies the risk, etc.
