Today (17th), covid-19 pharmaceutical sector strengthened, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Zhejiang Jianfeng Group Co.Ltd(600668) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , Apeloa Pharmaceutical Co.Ltd(000739) , and Kyushu pharmaceutical once rose the limit. As of the close, China Meheco Group Co.Ltd(600056) rose by the limit, Shanghai Junshi Biosciences Co.Ltd(688180) , Brightgene Bio-Medical Technology Co.Ltd(688166) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Aba Chemicals Corporation(300261) rose by more than 5%.
The direct catalytic factor is that on the 17th, it was reported that the Geneva medicines patent pool (MPP) organization announced that it had signed agreements with 35 pharmaceutical enterprises to allow them to produce nimatrilvir API or preparation, one of the components of Pfizer covid-19 oral medicine paxlovid, including Shanghai desaino, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) .
Paxlovid, originally developed by Pfizer, is a covid-19 drug with good curative effect in the world. Today's China Meheco Group Co.Ltd(600056) is Paxlovid's agent in Chinese mainland.
as of press time, the above information has not been released on the official website of MPP, and there is no confirmation from relevant pharmaceutical enterprises
however, Pfizer has previously sent a signal of open authorization on January 18 local time, Pfizer announced that it had signed a voluntary license agreement with MPP to help expand its accessibility in 95 low - and middle-income countries, accounting for about 53% of the world's population. But the news did not disclose which companies were involved.
diagnosis and treatment plan is now important to adjust the active layout of Chinese manufacturers
At present, Omicron strain has replaced delta strain as the main epidemic strain, while patients with Omicron strain are mainly asymptomatic infections and mild cases, and covid-19 oral medicine is an important treatment. In view of this, China's future covid-19 prevention and control ideas are changing.
On the 15 day, the national health and Health Committee released the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). Pfizer's oral medicine Paxlovid and Tengsheng Bo's drug have been included in the recommended treatment plan. In addition, the two sessions also proposed to accelerate the research and development of covid-19 drugs
At the same time, the progress of Chinese pharmaceutical enterprises in oral drugs is expected. Since March, many companies have made statements and disclosed phased achievements:
Shanghai Junshi Biosciences Co.Ltd(688180) 16 announced that the phase I data of covid-19 oral drug vv116 developed in cooperation with Wangshan wangshui was "satisfactory", and the phase III clinical study has been started development Pharmaceutical relevant person in charge said in a recent media interview that at present, three global multicenter phase III clinical trials of prochloramide in the treatment of covid-19 are actively promoting, and the top line data will be released in late March 2022 and no later than early April.
Ningbo Menovo Pharmaceutical Co.Ltd(603538) 15 disclosed the relevant matters passed the filing of the "new project with an annual output of 60 tons of anti covid-19 drug nimatovir API and its key intermediates". It is planned to add 90 tons of SM1 capacity and 120 tons of SM2 capacity. At present, the company has delivered 5 tons of SM1 and 10 tons of SM2, and dozens of tons of orders are under negotiation the reporter of science and Innovation Board Daily called Ningbo Menovo Pharmaceutical Co.Ltd(603538) Securities Department today. The company said, "we can't disclose the customer unit, but the company is indeed in the MPP supply chain." It also revealed that the order negotiation was progressing smoothly
three major investment directions are in sight
In terms of investment opportunities, based on the views of many analysts, it is mainly divided into three directions: enterprises authorized by overseas generic MPP, Chinese R & D and innovation enterprises with high progress, and potential suppliers upstream of covid-19 pharmaceutical industry chain
Wei Hongmei, an analyst at Dongguan securities, said that domestic covid-19 small molecule drugs are expected to be listed in the future, and the overall market prospect is relatively broad. It is suggested to pay attention to Shanghai Junshi Biosciences Co.Ltd(688180) , which has made rapid progress in the research and development of covid-19 small molecular drugs; Cdmo enterprises deeply involved in the global covid-19 small molecule supply chain Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) , etc.
Zhou chaoze, an analyst at Minsheng securities, predicts that the paxlovid generic drug manufacturer announced by MPP will be launched in the near future, and the huge global market will bring industrial chain supply opportunities to China's API enterprises. At present, the upstream key intermediates are still at a high price level, and companies with relevant technology and energy reserves are expected to bring good profit elasticity. It is suggested to pay attention to Great Chinasoft Technology Co.Ltd(002453) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Zhejiang Nhu Company Ltd(002001) , Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) Lepu Medical Technology (Beijing) Co.Ltd(300003) , Apeloa Pharmaceutical Co.Ltd(000739) etc.
Zheshang Securities Co.Ltd(601878) analyst Sun Jian released a research report that overseas covid-19 specific drug intermediates and APIs are expected to become global large tonnage varieties. Based on strong synthetic technology, complete chemical supporting facilities and advanced production capacity advantages, some companies are expected to continue to benefit from covid-19 specific drug supply chain under global industrial division. For cdmo, companies such as Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Apeloa Pharmaceutical Co.Ltd(000739) , etc. are recommended; In terms of API, it is suggested to pay attention to Zhejiang Tianyu Pharmaceutical Co.Ltd(300702) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Aurisco Pharmaceutical Co.Ltd(605116) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , Brightgene Bio-Medical Technology Co.Ltd(688166) , etc.
