Event: in March 15th, the National Health Protection Commission and the Chinese Medicine Administration jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
The ninth edition of covid-19 diagnosis and treatment plan was issued, and the prevention and treatment methods were further supplemented and optimized. Compared with the April 2021 New Coronavirus pneumonia diagnosis and treatment plan (revised version 8), the ninth edition of COVID-19’s diagnosis and treatment plan is mainly updated in the following four aspects: 1) optimizing the case finding process: adding nucleic acid detection on the basis of nucleic acid detection as supplement, improving the diagnosis and exclusion efficiency of suspected cases, and further improving the early detection ability of cases; 2) Classified management of case admission: light centralized isolation management, and patients of ordinary type and above are treated in designated hospitals; 3) Supplementary antiviral treatment: write two specific anti-covid-19 drugs approved by the State Food and drug administration into the diagnosis and treatment plan, namely Pfizer’s pf-07321332 / ritonavir tablets (paxlovid) and tengshengbo’s domestic monoclonal antibody (ambavizumab / romisiweimab injection); 4) relax the standard of isolation and discharge: to increase the “two ORF nucleic acid detection N and ORF gene Ct value 35” in the lifting of isolation management and discharge standards, the standard has been reduced compared with before. After discharge, 14 days of centralized isolation management was changed to 7 days of home quarantine, which further reduced the occupation of related medical resources. We believe that covid-19 diagnosis and treatment plan is to adjust and change the epidemiological characteristics of Omicron variant strain, and increase antigen supplementary screening and classified admission; At the same time, it also reflects China’s phased achievements in covid-19 detection and covid-19 oral drug research and development, and the covid-19 prevention and control system is more perfect and scientific.
Continue to be optimistic about the investment opportunities of covid-19 oral drug industry chain and testing. 1) Oral drug industry chain: focus on three directions: ① cdmo of overseas pharmaceutical enterprises; ② Chinese R & D and production OEM enterprises; ③ MPP authorization for overseas generic drugs. Promising Chinese R & D and innovation enterprises with high progress: Shanghai Junshi Biosciences Co.Ltd(688180) ; The cdmo industry chain and generic industry chain of the cdmo industry chain for new drugs and new drugs created by big overseas drug companies, such as Wuxi Apptec Co.Ltd(603259) \ , Zhejiang Starry Pharmaceutical Co.Ltd(603520) , etc. 2) 19-19-19 detection of the covidis is a 19-19-19-19-19: detection: it is a suggestion: it is a suggestion to be followed: the attention to the ‘ Guangzhou Wondfo Biotech Co.Ltd(300482) , Shenzhen Yhlo Biotech Co.Ltd(688575) , Asahi biology and other IVD detection targets, as well as the cursor on relevant reagents and consumables, such as Sino Biological Inc(301047) , Acrobiosystems Co.Ltd(301080) , Zhejiang Gongdong Medical Technology Co.Ltd(605369) , Shenzhen Changhong Technology Co.Ltd(300151) , etc.
Risk of epidemic situation is less than expected, risk of policy disturbance is less than expected
