On March 18, Tasly Pharmaceutical Group Co.Ltd(600535) announced that Huoxiang Zhengqi dropping pills and other products of the company were listed in covid-19 diagnosis and treatment plan. Recently, several listed pharmaceutical companies, including Chongqing Taiji Industry (Group) Co.Ltd(600129) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and others, intensively announced that their related products were included in the latest version of covid-19 treatment plan.
It is understood that in order to further improve the scientific and standardized work of the relevant diagnosis and treatment, the National Health Protection Committee and the State Administration of traditional Chinese medicine recently issued the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)”, in addition to nucleic acid detection on the basis of increased antigen detection as a supplement, but also revised the content of Chinese medicine treatment.
Affected by this news, stocks related to covid-19 concept have been popular in the market again. Covid-19 detection sector has performed well in recent trading days, and covid-19 traditional Chinese medicine sectors such as Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) etc. also rose strongly.
several pharmaceutical companies listed their products in covid-19 diagnosis and treatment plan
After the products of Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and other companies were listed in covid-19 diagnosis and treatment plan, many listed pharmaceutical enterprises entered the camp.
“Its subsidiary Huoxiang Zhengqi oral liquid and other Huoxiang Zhengqi series products, Angong Niuhuang Pill, Suhexiang pill and dexamethasone sodium phosphate injection are listed as recommended drugs for medical observation, critical or immunotherapy.” Chongqing Taiji Industry (Group) Co.Ltd(600129) announced that.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) said that the patented traditional Chinese medicine Lianhua Qingwen capsule and Lianhua Qingwen granule of the company were listed as light and common recommended drugs in the observation period and clinical treatment period (confirmed cases) of traditional Chinese medicine.
So far, according to the incomplete statistics of the reporter, Chongqing Taiji Industry (Group) Co.Ltd(600129) Huoxiang Zhengqi series products, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Lianhua Qingwen capsule, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) Reduning injection, Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) ginseng and Shengmai injection have been listed as covid-19 diagnostic and therapeutic products.
It should be noted that some products have been listed in covid-19 diagnosis and treatment plan for many times. Taking Lianhua Qingwen capsule (granule) as an example, according to Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) announcement, covid-19 has been listed as the recommended drug in the observation period of traditional Chinese medicine treatment for six consecutive times since the outbreak of covid-19.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) announcement shows that in the first three quarters of 2021, the company’s Lianhua Qingwen products achieved an operating revenue of 3.37 billion yuan, accounting for 41.6% of the company’s total operating revenue. The company expects that the inclusion of the new diagnosis and treatment plan will have a positive impact on the market promotion of Lianhua Qingwen products, but the sales situation is affected by factors such as epidemic prevention and control.
“This product has been listed many times since the introduction of the fourth edition of the formal diagnosis and treatment plan.” Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) relevant staff told the reporter of Securities Daily that the revenue contribution of Lianhua Qingwen related products will be about one third before 2019 and nearly half in 2020, which is directly related to the effective treatment of covid-19.
Chongqing Taiji Industry (Group) Co.Ltd(600129) also said that the release of the new diagnosis and treatment plan will have a positive impact on the marketing and sales of relevant products.
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) said that the company expected that the release of the diagnosis and treatment plan would have a positive impact on the market promotion and sales of Reduning injection and Huoxiang Zhengqi. However, the sales of the above two types of products were greatly uncertain due to factors such as epidemic prevention and control,
listed companies reply to questions about production capacity and price
“The company has enough capacity to meet market demand.” Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) relevant staff told the reporter of Securities Daily that under the current situation, the ex factory price of Lianhua Qingwen products will not change. The above staff stressed that in terms of terminal sales price, the hospital will choose a unified low guaranteed price, and retail pharmacies have the power of independent pricing.
Chongqing Taiji Industry (Group) Co.Ltd(600129) relevant staff told the reporter of Securities Daily: “the company’s Huoxiang Zhengqi series products are based on sales, and the production plan will be issued according to the market situation.” It is understood that Chongqing Fuling Pharmaceutical Factory Co., Ltd., a subsidiary of Chongqing Taiji Industry (Group) Co.Ltd(600129) all, is the largest production base of oral liquid and syrup in Asia, with an annual output of 2 billion oral liquid and 100 million bottles of syrup, and the annual processing of 100000 tons of medicinal materials by the traditional Chinese medicine extraction center.
Referring to the price, the above staff told reporters: “Huoxiang Zhengqi has raised the price once last year due to the rise of raw materials and other cost factors, and the guidance price of terminal retail should be determined according to the situation of different regions. In fact, the products of Huoxiang Zhengqi published in the Ninth Edition of the diagnosis and treatment plan are not only Chongqing Taiji Industry (Group) Co.Ltd(600129) products, but also related products of other pharmaceutical enterprises, and the sales situation may be affected by market competition.”
It should be noted that since the National Health Commission issued a document on March 11 to include covid-19 antigen detection into the application, the centralized purchase price of relevant detection products has been almost “halved” in just six days, with the lowest price of 7.9 yuan / person.
Liang Jialin, an expert in health insurance policy publicity and education and Secretary General of the value medical advisory expert committee, said that local health insurance departments intervened against the pricing of the original test reagent in less than a week, and the work of the reagent in the fields of price, quality control and use will be carried out more smoothly.
Will the centralized purchase of traditional Chinese medicine involve related listed products in the future? In this regard, Chongqing Taiji Industry (Group) Co.Ltd(600129) staff told the reporter of Securities Daily: “the centralized purchase of traditional Chinese medicine is currently in the pilot stage, but the whole market has not started on a large scale, and the follow-up should pay attention to national policies.”
