Emergencies hit the market again!
According to several media reports, the WHO Expert Group on immunization strategy recently issued new vaccination recommendations for human papillomavirus (HPV) vaccine. The World Health Organization (who) approved the “single dose” HPV vaccination program for the first time. In other words, compared with the two dose and three dose vaccination schemes, one dose HPV vaccination can also provide better protection and effectively prevent cervical cancer.
Affected by this, Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) and Walvax Biotechnology Co.Ltd(300142) plunged across the board, of which Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) fell straight to the limit, Chongqing Zhifei Biological Products Co.Ltd(300122) fell by more than 18%, and Walvax Biotechnology Co.Ltd(300142) also fell by a large margin. The market value of these three listed companies was close to 400 billion yuan. Some insiders believe that if there is a case that three doses are reduced to one dose, the revenue of relevant companies may be greatly affected. However, many brokerage research institutions believe that this is the market misreading the WHO information.
On the other hand, another hot event occurred in the situation between Russia and Ukraine. Chinanews.com recently quoted today’s Russian report that on the 13th local time, the Russian Ministry of Defense said in a statement that the missile cruiser “Moscow” had a fire, which led to the detonation of ammunition carried by the warship and serious damage to the ship. On the same day, Ukrainian officials said that the Ukrainian army used missiles to seriously damage the warship.
The heads of the world bank, the International Monetary Fund, the United Nations World Food Programme and the World Trade Organization issued a joint statement on the 13th, calling on all parties to take urgent action on food security to deal with rising food prices and supply shortages.
hpv concept stocks diving
today, the market suddenly heard bad news about HPV. On April 11, 2022, the WHO team, researchers from the University of Washington School of medicine and Harvard Medical School published a research paper entitled “efficiency of single dose human papillomavirus vaccine among young African women” online in the journal “NEJM evidence”. This study shows that a single dose of HPV vaccine can provide as much cervical cancer protection as the standard three dose regimen. The study or discovery that changing the prevention rules of cervical cancer may greatly reduce the incidence rate of cervical cancer caused by HPV, and can make cervical cancer a step closer.
Affected by this, HPV concept stocks in the A-share market plunged across the board Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) in early trading, the limit fell directly.
Chongqing Zhifei Biological Products Co.Ltd(300122) the biggest decline was more than 18%. Therefore, the gem has also been biased.
Walvax Biotechnology Co.Ltd(300142) also experienced a sharp drop of more than 7%.
So what is the situation? Some insiders pointed out that if there is a change from three needles to one needle, the performance of relevant companies will be impacted. However, Huaxi Securities Co.Ltd(002926) n said that the decline was an opportunity to get on the train and was firmly optimistic.
They believe that China’s vaccination procedures and clinical programs have extremely strict regulations and requirements. How to conduct clinical trials, how to vaccinate, almost not in terms of age, vaccination procedures, vaccination dose, etc. it is impossible to modify the vaccination program according to the results released by an informal meeting.
The whole period of HPV clinical trial is at least 5-8 years. This long process can hardly be considered to change the HPV vaccination procedure. At present, the clinical trials of HPV vaccine developed by HPV vaccine companies are all full immunization procedures, and a single dose lacks clinical data support. Who’s conclusion may be based on the consideration of global shortage of HPV vaccine, but there is no doubt that vaccination must be immunized in the whole process to maximize benefits. At the same time, the results of clinical trials of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) and Walvax Biotechnology Co.Ltd(300142) hpv vaccine in China are 2 doses (9-14 years old) or 3 doses (15-45 years old), and there is no clinical trial data of single dose vaccination. And in the terminal vaccination, you must first pay the full amount of the whole course of immunization before you can queue up to make an appointment for HPV vaccine.
On February 11, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) also suddenly fell to the limit, but from the subsequent trend, it can be seen that sometimes the so-called reason for decline may not be the real reason for the decline. Today, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) was hit wildly as soon as it opened, but Chongqing Zhifei Biological Products Co.Ltd(300122) did not respond at all. Therefore, it is more likely to think that it was caused by the chip problem of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) .
Debang Securities believes that the fundamental reason why who considers the clinical effect of single dose HPV vaccine is that HPV vaccine is still in a state of production shortage in the world. After understanding this background, it can verify again that the export trend of domestic HPV vaccine will be very clear. The who review on single dose of HPV vaccine has been discussed for many years. The results have certain guiding value for those third world countries that are in great shortage of HPV vaccine. However, for China and other emerging markets and developed regions, with the increase of production capacity of MSD and domestic players, it is not necessary to promote single dose vaccination on a large scale. It must be subject to authoritative clinical data and instructions, so the judgment has little impact on these regions.
Russian ship suddenly caught fire and the ship body was seriously damaged
In terms of the situation in Russia and Ukraine, the Russian missile cruiser suddenly caught fire and rushed to the hot search. Chinanews.com quoted today’s Russian report on April 14. On the 13th local time, the Russian Ministry of Defense said in a statement that the missile cruiser “Moscow” had a fire, which caused the ammunition carried by the warship to be detonated and the ship body was seriously damaged. On the same day, Ukrainian officials said that the Ukrainian army used missiles to seriously damage the warship.
According to the report, the Russian Defense Ministry said that the crew of the missile cruiser “Moscow” had been completely evacuated. The statement also said that the cruiser had been “seriously damaged” and the cause of the fire was under investigation.
Public information shows that the “Moscow” is a “glorious” class cruiser, which was commissioned in 1983. It is about 186m long with a full load displacement of 12000 tons. Moscow can fight underwater, water and air targets at the same time. The main weapon is 16 P-1000 supersonic anti-ship missiles, which can be equipped with conventional warheads and nuclear warheads. It is known as “aircraft carrier killer”.
On the same day, Ukrainian officials said that the Ukrainian army used the “Neptune” missile to seriously damage the “Moscow” missile cruiser, which was shot and caught fire. However, the report pointed out that Ukraine has not provided relevant evidence yet.
four organizations’ urgent appeal
As the situation in Russia and Ukraine worsens again, the impact on the economy is gradually increasing. According to Xinhua news agency, Washington, April 13, the heads of the world bank, the International Monetary Fund, the United Nations World Food Programme and the World Trade Organization issued a joint statement on the 13th, calling on all parties to take urgent action on food security to deal with rising food prices and supply shortages.
The joint statement said that the escalating crisis is impacting the world, covid-19 epidemic has entered its third year, and the conflict between Russia and Ukraine has made the situation worse. Climate change and other issues continue to harm people around the world. The sharp rise in the prices of major crops and the shortage of supply are increasing the pressure on families around the world and causing millions of people to fall into poverty.
The statement pointed out that the poorest countries face the greatest threat because food imports account for a large proportion of their consumption.
The statement called on the international community to coordinate action to provide emergency food supply, financial support, expand agricultural production and open trade, and provide emergency support to vulnerable countries. The statement urged all countries to keep trade open, avoid restrictive measures and refrain from imposing export restrictions on humanitarian food purchased by the United Nations World Food Programme. The statement also urged the international community to help meet urgent financing needs through grants and other means.
The four organizations also pledged to use their expertise and funds to rapidly strengthen policy and financing support, provide assistance to vulnerable countries and families, and expand China’s agricultural production and food supply in affected countries
Chongqing Zhifei Biological Products Co.Ltd(300122) plummeted by 18%. The company responded: it has noticed the relevant news
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) : before the change of national policy, the company will continue to sell according to the currently approved dosage
HPV rushed into the hot one! Three shots, but only one shot? The market value leader of 100 billion yuan is miserable. The company has just plummeted by 18%. The company responded urgently
