One week's view: "antigen screening, nucleic acid diagnosis", expansion of application scenarios of antigen detection under the new situation of anti epidemic
In order to further optimize the covid-19 detection strategy and serve the needs of epidemic prevention and control, the notice on printing and distributing the covid-19 virus antigen detection application scheme (Trial) will add antigen detection as a supplement on the basis of nucleic acid detection, taking the antigen detection in Shanghai on April 3 as an example, which will effectively reduce the close connection and alleviate the pressure of nucleic acid detection.
In the travel scenario, from April 2, in addition to 48 h nucleic acid detection, the policy of leaving Shanghai also needs to supplement 24 h antigen detection as negative proof to further open the application scenario of antigen detection. At present, the 24 approved antigen detection kit manufacturers are expected to obtain the first mover advantage and achieve large revenue. On the upstream raw material side: with a complete range of products, companies in subdivided fields such as intensive cultivation of recombinant proteins and antibodies will directly benefit. The demand of high polymer consumables manufacturers producing antigen detection sampling tubes, especially those relying on the advantages of high polymer consumables production line technology and mold development, will promote the further release of production capacity. In the downstream retail terminals: leading drugstore companies with the characteristics of wide distribution of stores are expected to increase the customer flow of stores and boost the growth of the same store.
One week view: domestic covid-19 drugs rapidly promote clinical progress
On April 6, 2022, Kaifa pharmaceutical disclosed the phase III clinical data of prochloramide in the treatment of non hospitalized covid-19 patients with mild and moderate diseases. Among the subjects who completed the medication for more than 7 days (n = 693), the number of hospitalized events in the control group and prochloramide group were 6 cases (including one death) and 0 cases (P 0.02) respectively, and the protection rate was 100%. On March 16, 2022, Shanghai Junshi Biosciences Co.Ltd(688180) and Wangshan wangshui cooperated in the global multicenter clinical phase III study of covid-19 small molecule oral drug vv116 in the treatment of moderate and severe covid-19 patients and mild and moderate covid-19 patients. On March 31, 2022, the covid-19 small molecule oral drug sim0417 of Xiansheng pharmaceutical was approved clinically, which is the first domestic approved 3CL protease inhibitor.
One week's view: the results of centralized collection of Chinese patent medicines in Guangdong are announced, and 53 large varieties are to be selected
On April 8, the Guangdong Alliance for centralized collection of Chinese patent medicines (Guangdong, Shanxi, Henan, Hainan, Ningxia and Qinghai provinces) made public the purchase quotation of Chinese patent medicines in the form of online, involving 53 major varieties, including Qingkailing, Xuesaitong, Xingnaojing, compound salvia miltiorrhiza, Lianhua Qingwen granules and other well-known products. Specifically, 313 enterprises participated in 663 products, and 576 products and 275 enterprises finally completed the quotation. In terms of completion rate, 87.86% of enterprises participate and 86.88% of products generate quotation. Judging from the centralized procurement of provincial and municipal proprietary Chinese medicines that have been implemented before, most of the shortlisted / bid winning varieties purchased with quantity rank in the forefront of the sales of the public medical institution system. In terms of price reduction range, the price reduction range of Chinese patent medicine is significantly lower than that of chemical drugs. We believe that the centralized procurement of Chinese patent medicine is not expected to decline in price, but based on its cost and ensuring a certain profit margin of Chinese medicine enterprises.
Recommended and beneficial objects
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Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
