China Resources Double-Crane Pharmaceutical Co.Ltd(600062) has gone up the limit again.
In today’s session, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) repeatedly touched the daily limit, and the share price hit a record high. As of the closing, the share price was at 23.1 yuan / share.
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) has recently been sought after by funds because it was said that the company had signed an agreement with real organisms to produce and sell the antiviral drug azvudine at the end of March.
Azvudine (FNC) is a covid-19 oral drug that has attracted the most public attention recently. It is one of many covid-19 oral drugs under development in China. The company behind it is a real creature in Henan. On April 2, real creatures applied for a class III communication meeting. This is regarded by many people in the industry as a signal that “the listing of the first domestic covid-19 specific drug is getting closer and closer”.
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) is just a scene under the “prosperity” of domestic covid-19 oral medicine. Yesterday, Shanghai Junshi Biosciences Co.Ltd(688180) also released the latest research results of covid-19 oral drug vv116: in the mouse model, the antiviral effect is significantly better than ribavirin, and can alleviate the pathological damage of lung tissue.
domestic covid-19 oral drug is on the way
Covid-19 oral medicine is seen as the last piece of the puzzle to end the fear of the epidemic.
Source: Huachuang securities
In China, covid-19 therapeutic drugs entering phase III clinical practice include prochloramide (the first case of phase III in China was completed on February 10), vv116 of Shanghai Junshi Biosciences Co.Ltd(688180) (the first case of phase III Administration was completed on March 16) and azvudine, which is considered to be the earliest real organism approved recently.
Among them, Kaifa pharmaceutical recently released the key data results of phase III global multicenter clinical trial of lumide in the treatment of mild and moderate disease non hospitalized covid-19 patients: the corresponding protection rate was 100%. The industry was once optimistic that it might become the first domestic covid-19 oral drug.
In terms of commercialization, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) spent 560 million yuan to reach strategic cooperation with Kaifa pharmaceutical in July last year, and obtained the exclusive registration and commercial sales rights of pukrutamide in India and 28 African countries.
In addition, Shanghai Junshi Biosciences Co.Ltd(688180) and Wangshan wangshui pharmaceutical have launched phase II / III clinical trials for patients with mild to moderate covid-19 infection and phase III clinical trials for patients with severe covid-19 infection respectively.
Yesterday, Shanghai Junshi Biosciences Co.Ltd(688180) released the latest research results of covid-19 oral drug vv116: in the mouse model, the antiviral effect is significantly better than ribavirin, and can alleviate the pathological damage of lung tissue.
Preclinical studies showed that vv116 showed significant anti covid-19 virus effect in vivo and in vitro, showed antiviral activity against covid-19 virus original strain and known important variants (alpha, beta, Delta and Omicron), and had high oral bioavailability and good chemical stability.
The drug was jointly developed by Shanghai Institute of pharmacy, Chinese Academy of Sciences, Wuhan Institute of Virology, Chinese Academy of Sciences, Xinjiang Institute of physical and chemical technology, Chinese Academy of Sciences, Central Asia drug R & D center of Chinese Academy of Sciences / Wangshan wangshui and Shanghai Junshi Biosciences Co.Ltd(688180) .
Last September, juntuo biology, a subsidiary of Shanghai Junshi Biosciences Co.Ltd(688180) holding company, entered into a cooperative development contract with Wangshan wangshui to jointly undertake the clinical development and industrialization of vv116 in the cooperation area. The cooperation area is a global scope except five Central Asian countries, Russia, North Africa and the Middle East.
However, the enterprises of “the first domestic covid-19 oral drug to be listed” still naturally transition from developing the pharmaceutical industry to real organisms.
Since late March, news about the imminent approval of azvudine has been coming.
Its clinical work in China (mild disease), Russia (moderate severe disease) and Brazil (moderate severe disease) is about to be unblinded in April; Some media even said that the FDA would review its listing in the near future.
Public information shows that azif is a nucleoside reverse transcriptase inhibitor, which was first used for AIDS indication. In fact, as early as last July, aztudine, a new treatment for adult HIV-1 patients with high viral load, was approved by the State Administration of drug supervision and approval. Hepatitis B and tumor indications are still being developed.
At the China Medical Development Conference on April 16, academician Jiang Jiandong introduced the clinical efficacy of azvudine, saying that the patients’ nucleic acid turned negative after oral medication for 3-4 days, with an average medication time of 6-7 days and an average discharge of 9 days.
In particular, azvudine is also effective in patients who are ineffective with other drugs for many days, and unlike other covid-19 drugs, azvudine has similar therapeutic effects in patients with severe and mild diseases.
The clinical study of azivudine in the treatment of covid-19 virus was conducted by Academician Wang Chen, President of the Chinese Academy of Medical Sciences. In April 2020, it was approved by SFDA for the phase III clinical trial of anti covid-19; At present, the phase III clinical trial has been completed, and the results of Russia and Brazil have been submitted for approval.
some share prices soared and some shareholders wanted to slip
The real creature did not land in the capital market (it is reported that it plans to submit the form to the Hong Kong Stock Exchange), so the funds turned to the companies related to the azvudine related industrial chain.
In addition to China Resources Double-Crane Pharmaceutical Co.Ltd(600062) mentioned above, which continues to soar in share price, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) because its subsidiary Xinxiang pharmaceutical is a manufacturer of azvudine API, and the new azvudine production line of Xinxiang pharmaceutical is under construction.
At the same time, Beijing Xiehe pharmaceutical factory is the manufacturer of azvudine tablets Zhejiang Ausun Pharmaceutical Co.Ltd(603229) prospectus shows that Beijing Xiehe Pharmaceutical Co., Ltd. is its top five customers and sells CS acid, entecavir and other products to it, of which CS acid is only sold to Beijing Xiehe Pharmaceutical Co., Ltd. CS acid is an important intermediate for the synthesis of besenol. Entecavir is a guanine nucleoside analogue, which is similar to azvudine in structure.
Therefore, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) have become the leading companies of domestic covid-19 specific drugs, which are highly sought after by funds.
However, the current feedback of industrial chain companies is not ideal.
On March 7, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) received a letter of concern from the Shenzhen Stock Exchange. The Shenzhen Stock Exchange asked Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) to answer the R & D and production investment, current production capacity, current production and sales volume of related products, operating revenue and proportion realized in recent one year and phase I, and orders on hand.
The company replied that through the company’s self-examination of production, financial accounts, relevant contracts, relevant sales invoices and other relevant materials, the existing production capacity, output and sales volume of azvudine API of its subsidiary Xinxiang pharmaceutical are small; The operating revenue of azvudine API in the last year accounts for less than 5% of the company’s revenue, and the revenue and share are relatively low. Up to now, the company has no orders in hand.
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) on April 13, the company issued an announcement on abnormal fluctuations in stock trading, saying that the company recently paid attention to media reports and listed the company as covid-19 concept stock. After verification, the company has no covid-19 drug-related products at present. The company has not found any other media reports or market rumors that may have a great impact on the company’s stock trading price, and has not found any other major information that may have a great impact on the company’s stock price.
On April 7, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) also threw out a share reduction plan. The actual controller, together with the executives and shareholding platform, reduced the shares of the company by 5.48%, and is expected to cash out at least 800-1 billion according to the current market value. The reason given is personal capital demand.
Other industry insiders warned that the azv customized real biology is not a global multi center clinic. At present, the two overseas test centers are Brazil and Russia, with potential market space or limited.
