As of March 23, the State Food and drug administration has approved 19 covid-19 virus antigen detection reagent products. Recently, the National Medical Insurance Bureau issued a notice to temporarily include covid-19 virus antigen detection reagent and corresponding detection items into the catalogue of basic medical insurance medical services in the province according to procedures.
The application scheme for covid-19 virus antigen detection (Trial) recently issued by the State Council proposes to promote the monitoring mode of “antigen screening and nucleic acid diagnosis”, and add antigen detection as a supplement on the basis of nucleic acid detection, which can be used for symptomatic personnel, isolation observers and community residents with antigen self-detection needs in grass-roots medical and health institutions. Industry insiders pointed out that the overseas epidemic is still in the repeated stage, the continuity of follow-up demand for antigen detection is large, the market expectation is poor, and the European market is expected to gradually deduce the logic of “simultaneous rise of volume and price”; It is expected that orders in the U.S. market will continue to land in an orderly manner, and the advantage of head suppliers in taking orders has been gradually verified. Another person in the industry said that when the production capacity of covid-19 antigen detection is in short supply and the competition pattern is good, assuming that the ex factory price of the product is 6-10 yuan / person, and the median value is 30% based on the penetration range of 10% – 50%, the corresponding market space for covid-19 antigen detection in China is 8.06-13.44 billion yuan per month.
According to the theme database of financial Associated Press, among the relevant listed companies:
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) covid-19 antigen detection kit has a capacity of far more than 3 million people / day.
Shanghai Zj Bio-Tech Co.Ltd(688317) developed covid-19 antigen detection products have obtained EU CE certification, and Chinese certification is in the process of registration and application.
