Matters:
Recently, the Health Commission has released the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The new version of the treatment plan is based on the research and analysis results of the transmission characteristics and case characteristics of the variant strains such as delta and the Olympic Games.
Ping An View:
The new diagnosis and treatment plan adds antigen detection, antibodies and small molecule drugs: the new diagnosis and treatment plan mainly has the following amendments: 1) optimize case discovery and implement classified admission. On the basis of nucleic acid detection, antigen detection is added as a supplement to further improve the ability of early detection of cases. After the diagnosis, light cases will be subject to centralized isolation management, and severe cases will be treated in designated hospitals to reduce the occupation of medical resources; 2) Further improve the diagnosis and treatment plan. The new version of the protocol includes pf-07321332 / ritonavir tablets (paxlovid) and domestic monoclonal antibodies (ambacizumab / romistuzumab injection) into the treatment recommendations, and adds relevant contents of acupuncture and moxibustion treatment and children's traditional Chinese medicine treatment; 3) Adjust the de isolation standard and management after de isolation. Further refine the de isolation criteria, change the histological diagnosis to CT value index, and change the 14 day isolation management after discharge to 7-day home monitoring.
The new scheme is expected to further alleviate the pressure on medical resources: the recent rapid spread in the world is mainly the Omicron variant strain, which has the characteristics of high infectivity and low mortality. According to the existing research data, the hospitalization rate of Omicron strain is 1.04%, only 1 / 3 of delta strain. Therefore, the new diagnosis and treatment plan has made more adjustments for the characteristics that most patients with Omicron infection do not need too much treatment. We believe that the policy changes of classified admission and home monitoring after discharge can effectively reduce the burden of medical resources.
Vaccine + antigen detection + oral medicine is the best combination of prevention and control to improve the efficiency of epidemic prevention and control: the improvement of this set of prevention and control combination is conducive to solving the problem of medical run. Among them, the vaccine can provide the initial protection mechanism for the masses, patients with symptoms can use antigen kit to detect themselves at home, and patients can take covid-19 small molecular medicine after diagnosis to further reduce the severe disease rate, To solve the problem of medical resource run caused by patients' hospitalization, China is expected to enter the strategic stage of actively attacking covid-19 this year and usher in the opportunity to gradually open the door of the country.
Investment suggestion: the change of the diagnosis and treatment plan will further improve the prevention and control efficiency of China's response to covid-19 epidemic, and reduce the negative impact of the continuous outbreak of the epidemic on society as much as possible. Based on China's huge population base and China's huge population base, we think that the corresponding coved-19 drugs and antigen detection have a big market space, based on the huge population base of China's huge population base, we think that the corresponding coved-19 drugs and antigen detection have a big market space, which will benefit the performance of related production and industrial chain enterprises, including Hongda Xingye Co.Ltd(002002) Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Poten Environment Group Co.Ltd(603603) 603 Great Chinasoft Technology Co.Ltd(002453) , Chengdu Easton Bio Pharmaceuticals Co.Ltd(688513) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) Nanjing Hicin Pharmaceutical Co.Ltd(300584) hegeli Pharmaceutical Co., Ltd.
Risk warning: risk of R & D failure; Covid-19 virus mutation risk; The risk of being approved is less than expected.
