On April 26, most of the sectors were green, and the concept of anti hepatitis became a rare rising concept Changzhou Qianhong Biopharma Co.Ltd(002550) bucked the market limit by 2 times, and Shanxi Zhendong Pharmaceutical Co.Ltd(300158) won the "20cm" limit.
Recently, unexplained hepatitis broke out in many European and American countries, aged from 1 month to 16 years old. The World Health Organization said recently that a total of 12 countries have reported at least 169 child cases, of which 114 occurred in the UK, and cases have been reported in the United States, Spain, Israel, Denmark, Ireland and other countries.
China liver medicine market size
expected to reach 100 billion
The causes of hepatitis can be diverse. In children, hepatitis is usually associated with viral infection. The most common are five hepatitis viruses: A, B, C, D and E. Among the above unknown hepatitis cases, these five common hepatitis viruses were not detected in all cases. The director of clinical and emerging infections at the British health and safety agency said the information collected by the survey increasingly suggested that it might be related to adenovirus infection.
At present, there is no specific drug for liver disease. The above unexplained hepatitis has not been found in China, but there are a large number of known patients with liver disease in China. Ping An Securities pointed out that hepatitis B is the infectious disease with the highest incidence rate in China. Of the 90million hepatitis B virus carriers, about 30million are chronic hepatitis B patients. NAFLD (nonalcoholic fatty liver disease) is the most common chronic liver disease in the world. The incidence rate of NAFLD in the world is 25%, and that in China is 20%. There are about 200million to 300million NAFLD patients in China. It is estimated that there are more than 30 million patients with Nash (nonalcoholic steatohepatitis) in China.
Simple nucleoside (acid) drugs can control the progress of the disease, but they need long-term medication and can not achieve cure. According to the report of China industry research network, once breakthrough drugs with high cure rate appear, China's liver disease drugs will reach a market scale of 100 billion in the future.
14 anti hepatitis stocks
increased positions of northbound funds in years
There are 64 listed companies involved in liver disease treatment and testing in the A-share market, with a total market value of more than 700 billion yuan. The market value of Huadong Medicine Co.Ltd(000963) , Shenzhen Kangtai Biological Products Co.Ltd(300601) , Jafron Biomedical Co.Ltd(300529) , Lepu Medical Technology (Beijing) Co.Ltd(300003) is large, with a total market value of more than 30 billion yuan.
From the perspective of foreign positions, 14 anti hepatitis concept stocks were increased by going north during the year. The largest increase in positions is Zhejiang Orient Gene Biotech Co.Ltd(688298) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , China Meheco Group Co.Ltd(600056) , among which Zhejiang Orient Gene Biotech Co.Ltd(688298) has been increased by nearly 4%. The company is one of the POCT (immediate inspection) manufacturers with the most comprehensive infectious disease detection products in the industry. At present, it has covered more than 100 kinds of infectious disease detection and testing agents, including detection reagents for common infectious diseases such as hepatitis C and hepatitis B.
Shanxi Zhendong Pharmaceutical Co.Ltd(300158) gained an increase of 1.64 percentage points. The company's "20cm" limit on the latest closing day. The company's compound Sophora flavescens injection effectively improved the liver function of hepatitis patients and alleviated the degree of liver fibrosis. In addition, Getein Biotech Inc(603387) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) and other stocks also received a small increase in northbound funds.
performance of 15 concept shares
expected to continue high growth
Among the companies that have issued annual reports, the number of net profit growth stocks in 2021 is large, and the performance of Beijing Hotgen Biotech Co.Ltd(688068) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and other stocks doubled last year. Among them, the institutions are expected to have a net profit growth of more than 20% in 2022 and 2023, with a net profit growth of more than 20% in 2022 and 2023. There are only 15 stocks, including Shenzhen Kangtai Biological Products Co.Ltd(300601) \ yearsof more than 20% in 2022 and 2022. Among which, the net profit growth of 2022 is expected to exceed 20% in 2022, and the net profit growth of 2022 is expected to exceed 20% in 2022. The net profit growth of 2022 is expected to exceed 200%, with a net profit growth of more than 200% in 2022. Among them, the Anhui Anke Biotechnology (Group)Co.Ltd(300009) \ \chronichepatitis B in children over 12 years old.
Non pharmaceutical company Shenzhen Kinwong Electronic Co.Ltd(603228) involves the concept of anti hepatitis. The company's clinical trial research project of Yigan Qingdu granule, a new traditional Chinese medicine for the treatment of viral hepatitis B, belongs to the "12th Five Year Plan" project of "major new drug creation".
