Covid-19 antigen detection industry: a necessary choice to help dynamically clear and normalize epidemic prevention scenarios

Antigen detection has the advantages of short detection time, convenient detection and low cost. Nucleic acid detection is the “gold standard” for the diagnosis of covid-19. It can determine whether covid-19 is infected by detecting whether viral RNA is retained in the human body. Antigen detection detects the specific protein on the surface of the virus. Compared with nucleic acid detection, the sensitivity of antigen detection is slightly lower, but the results can be obtained in only 15 minutes. There is no need for a high standard laboratory environment and supporting instruments. It has low requirements for testers. It is suitable for home self-test and can be used for early screening of covid-19 virus infection.

Covid-19 antigen detection plays an important role in covid-19 detection in overseas countries and Hong Kong, China. Covid-19 antigen detection was introduced earlier in the United States, the European Union, Singapore, Hong Kong and other places, and all recognized the positive antigen detection as the basis for covid-19 diagnosis. It can be isolated and used without nucleic acid retest. At present, antigen self-test has been widely used for daily monitoring in the above areas. Mild and asymptomatic personnel are isolated at home, and severe personnel are sent to hospital for treatment, which effectively avoids the run on the medical system, and basically replaces nucleic acid detection in life scenes. For example, Singapore antigen detection has accounted for 85% of the total detection.

Covid-19 antigen detection in China is still in its early stage, and all localities have gradually piloted antigen self-test. At present, China’s antigen testing is still an auxiliary means of nucleic acid testing. The State Council has identified three categories of people suitable for antigen testing. Antigen positive can not be used as the basis for diagnosis, and further nucleic acid retest is still needed. With the gradual integration of antigen detection into medical insurance and centralized collection, all localities are also exploring the use scenarios of antigen detection. In this epidemic prevention and control in Jilin and Shanghai, antigen self-test is widely used. Shanghai has conducted two rounds of national antigen self-test in the whole city, successfully found some hidden infected people and effectively alleviated the pressure of nucleic acid detection.

Considering the technical characteristics of nucleic acid detection and the continuous improvement of various epidemic prevention methods in China in the future, antigen self-test can provide effective assistance for epidemic prevention and control in China. At present, China adheres to the “dynamic clearing policy”, combined with the applicable groups for three types of antigen testing specified by the State Council. With the gradual liberalization of China’s antigen testing, it is estimated that the monthly market scale of China’s antigen testing will be 4.9-7.1 billion yuan. Subsequently, on the premise of mature conditions, China will improve the comprehensive epidemic prevention and control combination of “detection + vaccine + drugs”. Antigen self-test will become an important way of daily detection. It is estimated that the monthly market scale of antigen detection in China will be 12 billion yuan – 20.5 billion yuan.

Relevant subject matter. Focus on Guangzhou Wondfo Biotech Co.Ltd(300482) , the first batch of Guangzhou Wondfo Biotech Co.Ltd(300482) , the Beijing Hotgen Biotech Co.Ltd(688068) , the Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , the Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , and an Xu biology with strong overseas competitive advantage.

Risk warning. Risks of major policy changes; Risk of major changes in epidemic prevention situation; Risk of product quality falling short of expectations.

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