The partner of covid-19 oral pharmaceutical enterprise Henan real Biotechnology Co., Ltd. (hereinafter referred to as “real biology”), which has been concerned by the market, was finally announced on April 26.
Shandong Xinhua Pharmaceutical Company Limited(000756) 26 announced that the company signed the strategic cooperation agreement with real life, and real life agreed that Shandong Xinhua Pharmaceutical Company Limited(000756) is the manufacturer and distributor of azvudine and other products in China and other countries agreed by both parties.
As of March 31, 2022, the total number of shareholders (households) of Shandong Xinhua Pharmaceutical Company Limited(000756) is 40500.
became covid-19 oral drug concept stock
The content of the agreement shows that real organisms are committed to the R & D and registration of drugs, and have the drug registration certificate and / or patent right of azvudine and other products, as well as relevant valuable and proprietary information and data Shandong Xinhua Pharmaceutical Company Limited(000756) has cGMP drug production capacity and agrees to produce relevant products for real organisms in accordance with the relevant requirements specified in the registration documents to meet the registration and sales needs of real organisms in China and potential international markets. Real life agrees that Shandong Xinhua Pharmaceutical Company Limited(000756) is its product manufacturer and distributor in China and other countries agreed by both parties. Both parties agree to negotiate and sign separate entrusted production agreement and technical quality agreement based on the principles of fairness, rationality and compliance.
Shandong Xinhua Pharmaceutical Company Limited(000756) said that the signing of this agreement is conducive to the production capacity of the company’s modern medicine international cooperation center, and the impact on the company’s financial status and operating results in 2022 and in the future depends on the promotion and implementation of specific projects.
Statistics show that real biology, founded in 2012, is an innovative drug R & D enterprise integrating independent R & D, production and sales. It is committed to the R & D of innovative drugs such as antiviral, antitumor, cardiovascular and cerebrovascular diseases and liver diseases.
Azv, independently developed by real organisms, is scheduled to obtain the conditional listing approval of the State Food and Drug Administration in July 2021 to be used in combination with nucleoside reverse transcriptase inhibitors and non nucleoside reverse transcriptase inhibitors to treat adult HIV-1 infected patients with high viral load. After the outbreak of the epidemic in 2020, the company carried out the study of azivudine in the treatment of covid-19 pneumonia.
On April 2, the website of the drug examination center of the State Food and drug administration showed that the real organism submitted an application for class III communication and exchange meeting, and the current status was “fed back”. The market interpreted this as that the company’s phase III clinical blinding and application for listing are imminent.
Recently, the research and development of covid-19 small molecule oral drugs in China has accelerated Shanghai Junshi Biosciences Co.Ltd(688180) recently disclosed the latest research results of its covid-19 oral drug. Vv116 is currently in the stage of international multi center phase III clinical research, and a number of clinical studies are under way for patients with mild, moderate and severe novel coronavirus pneumonia. Previously, pioneer pharmaceutical and real organisms successively disclosed the research and development progress of their covid-19 oral drugs. Industry insiders generally believe that the first domestic covid-19 oral drug is expected to be produced in the above three drugs.
According to the analysis of securities companies, covid-19 has great market potential, and the demand for intermediate API in the upstream is highly uncertain.
Based on the broad market prospect, although the domestic covid-19 oral drug has not been approved for listing, the relevant concept stocks have been detonated in advance.
Recently, the azvudine related industrial chain of real organisms has attracted much market attention. As a manufacturer of azivudine API, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) its main business is the R & D, production and sales of chemical synthesis, biological fermentation nucleoside (acid) API and pharmaceutical intermediates. In 2020, the revenue of nucleoside (acid) series products accounted for 60%.
In response to the question of whether the company’s azivudine API is supplied to real organisms or not, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) said in interactive easy that the subsidiary Xinxiang pharmaceutical is the manufacturer of azivudine API, which has been supplied to real organisms in 2022, and the new production line of azivudine is currently under construction and approval.
However, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) said that the production capacity, output and sales volume of azivudine API of Xinxiang pharmaceutical were small, which had little impact on the company’s financial situation and operating results. The new production line is under construction according to the plan and has not been approved by the relevant competent authorities. There is uncertainty in the production time. The actual production and sales volume of the company needs to be determined according to the market and customer demand, and there is uncertainty in the future capacity utilization.
In addition, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) and China Resources Double-Crane Pharmaceutical Co.Ltd(600062) were also included in covid-19 drug concept stocks by some market participants. Subsequently, the two companies refuted the rumor.
However, some analysts believe that the content of the agreement disclosed by Shandong Xinhua Pharmaceutical Company Limited(000756) is relatively limited, and does not emphasize that Shandong Xinhua Pharmaceutical Company Limited(000756) is the “only” manufacturer and distributor of azvudine
share price soared
Statistics show that Shandong Xinhua Pharmaceutical Company Limited(000756) is mainly engaged in the development, manufacturing and sales of chemical APIs, preparations and chemical products; The company’s main products are antipyretic and analgesic APIs, tablets, injections, capsules and pharmaceutical intermediates. According to the annual report of 2021, the company’s chemical API revenue accounted for the largest proportion, accounting for 41.78%.
The first quarter report of 2022 released by the company recently shows that the operating revenue in the first quarter was 1.831 billion yuan, a year-on-year increase of 3.57%; The net profit was 109 million yuan, a year-on-year increase of 8.20%.
After hours on April 26, the record of investor relations activities disclosed by the company showed that at the 2021 annual online performance briefing held on April 25, the company answered the question of whether the company produced covid-19 drug azvudine API reagent very carefully, saying that up to now, the company has no other major matters that should be disclosed but not disclosed except the publicly disclosed information, For details, please refer to the announcement published by the company on the designated information disclosure media. On April 26, Shandong Xinhua Pharmaceutical Company Limited(000756) announced that the company signed the strategic cooperation agreement with real creatures.
On April 26, as of the afternoon closing, the Shandong Xinhua Pharmaceutical Company Limited(000756) share price rose by the limit to 10.32 yuan / share, with a total market value of 6.911 billion yuan.
