One week’s view: Traditional Chinese medicine has been highly recommended in covid-19 diagnosis and treatment, and the market recognition is expected to improve rapidly
In March 5, 2022, the expert consensus on prevention and treatment of New Coronavirus pneumonia with proprietary Chinese Medicine released the experience of clinicians in the field of anti epidemic medicine, and combined with the clinical research results of some proprietary Chinese medicines and the approval of the State Administration of drug administration on the treatment of COVID-19 proprietary Chinese medicines, the expert consensus was made. In March 15, 2022, the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)” was released, highlighting the treatment of Chinese medicine, and put forward the corresponding Chinese medicine diagnosis and treatment plan at all stages of diagnosis and treatment. Both recommended Huoxiang Zhengqi series products and Shufeng Jiedu Capsule for light type, Jinhua qinggan granule and Lianhua Qingwen capsule (granule) for light type and ordinary type, and traditional Chinese medicine injection (Xiyanping, Xuebijing, Reduning, Tanreqing, Shenfu, Shengmai and Shenmai), Suhexiang pill and Angong Niuhuang Pill for heavy and dangerous type.
One week’s view: yanyeyi signed covid-19 drug s-217622 agreement with the Ministry of health and welfare, and is optimistic about covid-19 drug industry chain
On March 25, 2022, Japan’s yanyeyi company and the Ministry of health and welfare signed the basic agreement on covid-19 oral drug s-217622. Yanye will manufacture and sell s-217622 after obtaining the approval of Japanese regulatory authorities. It is expected that the Japanese government will purchase the first 1 million treatment courses after the approval of s-217622. S-217622 is a 3CL protease inhibitor that inhibits the replication of sars-cov-2 by selectively inhibiting 3CL protease. On February 25, 2022, the company disclosed a phase IIB clinical data of 428 people. The virus titer of covid-19 patients decreased significantly, and s-217622 has submitted a conditional listing application to PMDA. At present, the phase 3 part of the phase 2 / 3 clinical trial of s-217622 for patients with mild / moderate symptoms and the phase 2B / 3 part for patients with asymptomatic / only mild symptoms are being carried out in Japan. Yanye also cooperated with the AIDS clinical trial team to launch the global phase 3 clinical trial.
One week’s view: with the introduction of the standard for the establishment and management of shelter hospitals, medical equipment and other related stocks are expected to benefit
On March 22, 2022, in order to guide all localities to better build shelter hospitals, the National Health Commission, in the name of the comprehensive group of the joint prevention and control mechanism of the State Council, issued the code for the establishment and management of shelter hospitals, from the site selection of shelter hospitals, the establishment of three areas and two channels, the setting and management of ward areas, how to allocate medical staff according to the proportion of beds, information means, information transmission, sewage and sewage treatment The patient’s life guarantee of isolation management and the safety guarantee of the whole shelter hospital have been given very detailed guidance from various details. At present, 33 shelter hospitals have been built or are under construction in China, distributed in 19 prefectures and cities in 12 provinces, including 20 built and 13 under construction, with a total of 35000 beds. These built shelter hospitals have played a very good role in quickly admitting asymptomatic infected persons and light patients in the process of epidemic disposal. At the same time, they have also effectively alleviated the shortage of local medical resources and the pressure to ensure the demand for normal medical services.
Recommended and beneficial targets
Recommended targets: Henan Lingrui Pharmaceutical Co.Ltd(600285) , Tasly Pharmaceutical Group Co.Ltd(600535) , Pharmablock Sciences (Nanjing) Inc(300725) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) (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) 329 , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Xiangxue Pharmaceutical Co.Ltd(300147) , Hunan Hansen Pharmaceutical Co.Ltd(002412) , Shenzhen Yhlo Biotech Co.Ltd(688575) , Maccura Biotechnology Co.Ltd(300463) , Huakang medical, Shinva Medical Instrument Co.Ltd(600587) , Shenzhen Glory Medical Co.Ltd(002551) , Zhuhai Hokai Medical Instruments Co.Ltd(300273) , Shenzhen Das Intellitech Co.Ltd(002421) , Xiansheng pharmaceutical, Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) .
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
