One week's view: Pfizer covid-19 small molecule drug MPP authorization list is implemented, and it is firmly optimistic about covid-19 drug industry chain investment opportunities
According to the licensing results of Pfizer covid-19 specific drugs published by the drug patent pool in Geneva, agreements have been signed with 35 pharmaceutical enterprises to allow them to produce nimatrilvir API or preparation, one of the components of Pfizer's new oral drug paxlovid. Among the 35 authorized companies, 9 will be responsible for the production of preparations, 6 will focus on the production of APIs, and the other 20 enterprises will produce APIs and preparations at the same time. It covers 12 countries: Bangladesh, Brazil, China, Jordan, India, Israel, Mexico, Pakistan, South Korea, Vietnam, Serbia and Dominican Republic. The authorized enterprises include five Chinese enterprises, namely Shanghai Desano, 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) Apeloa Pharmaceutical Co.Ltd(000739) and Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) only produce APIs, and the other three can produce APIs and preparations at the same time.
One week's view: the state's attitude of supporting social medical management has not changed, and it is expected that the operation of leading medical service enterprises will continue to be good
The government work report of the two sessions issued on March 5, 2022 increased support for the field of specialized services, proposed to make up for the shortcomings of maternal and child Pediatrics, mental health, geriatrics and other services, and also stressed the need to improve the supporting measures of the three child fertility policy and develop inclusive childcare services. China's high-quality medical resources are still in short supply, and most segments have large growth space. In the medical service market with long slope and thick snow, public and private hospitals complement each other, go hand in hand and differentiate to meet the needs of multi-level medical services. From the perspective of performance, the growth rate of endogenous extension of the first and second tier leaders of medical services is stable. Despite the impact of the epidemic from January to February 2022, according to the announcements of some companies, the operation of leading institutions of medical services is expected to improve and the performance is expected to maintain steady growth.
One week's point of view: Traditional Chinese medicine formula granules, medical insurance, network and next city, so as to promote the accelerated development of the industry
On March 14, Fujian Medical Security Bureau issued the notice on doing a good job in the medical insurance management of traditional Chinese medicine formula granules, which implemented the online declaration, and made specific provisions on procurement management and medical insurance payment. With the expansion of the scope of medical insurance payment and the high proportion of reimbursement, the demand for traditional Chinese medicine formula granules is expected to grow rapidly. Inner Mongolia Autonomous Region, Yunnan Province, Beijing and other provinces have successively hung traditional Chinese medicine formula particles on the net. The new national standard, medical insurance reimbursement and online procurement will increase competition and accelerate the development of the industry.
Recommended and beneficial objects
What's recommended: what's recommended for the following: Kam hinreproduction, 600 Henan Lingrui Pharmaceutical Co.Ltd(600285) , Aidi palace, Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) (the above ranking is in no order).
The subject of the beneficiary's subject: the subject of the subject of the subject of the subject of the following: ' Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Shenwei pharmaceutical, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , gushengtang, Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Yunnan Baiyao Group Co.Ltd(000538) .
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
