The company has repeatedly issued warnings of abnormal fluctuations in stock trading, and the Shenzhen Stock Exchange has repeatedly issued several attention letters and supervision letters, but it has still failed to curb the "high fever" of its stock price; In response to the concerns of the Shenzhen Stock Exchange, it has continuously released heavy benefits, further igniting the enthusiasm of investors; Supplementary disclosure: huge contracts have the right to be suspended at any time, but an online investor briefing was held after the closing of the day, which further revealed that there is still room for improvement in production capacity... Andon Health Co.Ltd(002432) as the "cross year demon" most concerned about a shares, it moves frequently and has no difference in popularity.
Although the covid-19 detection concept is hot, it is not a castle in the air. So far, it has indeed lost neither performance nor expectations. Just be careful. Even if enterprises stand at the air outlet, don't forget to prepare for the winter in advance.
risk and opportunity coexist
On January 14, Andon Health Co.Ltd(002432) issued a supplementary announcement on the signing of major contracts for daily operation by the company's U.S. subsidiaries, saying that the company disclosed the announcement on the signing of major contracts for daily operation by the company's U.S. subsidiaries in the morning of that day. It should be noted that the U.S. government has the right to terminate the contract at any time due to its own factors. Please make careful decisions and pay attention to preventing investment risks.
The company said in the announcement that the U.S. government can request to stop the execution of the contract and cancel the subsequent procurement without any reason, and the Seller shall bear the corresponding risks and possible losses.
That night, the company also replied to the attention letter issued by the Shenzhen Stock Exchange earlier on January 12.
Andon Health Co.Ltd(002432) said that the content of the company's announcement specifically emphasizes the possible reduction of antigen detection sensitivity. The company will strengthen the control over the integrity of the wording of the announcement in the future, but the company has no behavior and motivation to hype the stock price through information disclosure.
In response to the company's previous statement that it submitted the proposal on using family self-test box to realize Omicron covid-19 epidemic prevention 1 + 1 to Tianjin epidemic prevention and control headquarters, Andon Health Co.Ltd(002432) said that at present, it is authorized by the U.S. FDA EUA and can be sold in the United States, but it has not obtained the Chinese license and cannot be put into use in China. However, as a listed medical company in Tianjin, it is the company's social responsibility to contribute to the epidemic prevention and control in Tianjin. The corresponding description of the company is not exaggerated or misleading, nor is it the company's motivation to rub hot spots.
But Andon Health Co.Ltd(002432) also said in its reply that the company's use of as short as possible in the announcement is also based on the fact that it is unable to understand the problems caused by too many professional terms in the announcement, but the intelligibility and integrity of the wording do need to be strengthened and improved.
On the morning of January 15, some media broke the news that Andon Health Co.Ltd(002432) after the closing of the previous day, the company's management came forward to communicate with investors online, including a number of pharmaceutical analysts of securities companies.
The report said, " Andon Health Co.Ltd(002432) Chairman Liu Yi further released positive signals in the communication meeting. He said that the company is working overtime day and night to catch up with goods. At present, the production capacity is 200 million copies per month. Due to the sufficient supporting raw materials and the increase of production mainly depends on the increase of workers, there is still room for improvement." "At present, Andon Health Co.Ltd(002432) there are often people squatting at the gate of the factory for observation and field research, and even found that someone sneaked into the factory for research."
frequently release positive
ignite investor enthusiasm
In the past two months, Andon Health Co.Ltd(002432) shares have soared 11 times, frequently attracting the attention of the capital market.
Such a surge can no longer be explained by any fundamentals.
The antigen self-test box is not an exclusive secret recipe. Beijing Hotgen Biotech Co.Ltd(688068) , Lepu Medical Technology (Beijing) Co.Ltd(300003) are approved for use in Europe and America. Among the 69 covid-19 detection products approved in China, only three antigen detection kits include huadayin source, jinwofu biology and Guangzhou Wondfo Biotech Co.Ltd(300482) .
In China, antigen self-test products are not allowed to be used alone for detection and diagnosis, but only as an auxiliary role. Some people in the industry explained that generally, antigen detection can only be detected after the virus has accumulated to a certain concentration. Compared with molecular detection, the accuracy is not high. The demand for home testing abroad is increasing, and antigen kits are mainly exported. Therefore, when the Andon Health Co.Ltd(002432) announcement was approved on November 8 last year, the market response was not enthusiastic.
Subsequently, Andon Health Co.Ltd(002432) was frequently updated on trading platforms such as "interactive easy" to reply to various information about the detection box.
On November 15 last year, Andon Health Co.Ltd(002432) said that the kit had begun mass production and had been sold well in the United States; The monthly production capacity is 100 million people. It is estimated that by the beginning of 2022, the production capacity will increase to 200 million people per month.
After that, Andon Health Co.Ltd(002432) disclosed information about this product for many times. For example, it costs $6.99 and can detect the Omicron strain. It has obtained an order in the United States. It is suggested that Tianjin Food and drug administration can give emergency approval... Each item is good news.
Some brokers believe that the sharp rise of Andon Health Co.Ltd(002432) share price is related to its frequent interaction on the interactive platform. With convenient products and large-scale mass production, the stock price of Andon Health Co.Ltd(002432) began to connect with the current epidemic anxiety.
Since January 12, Andon Health Co.Ltd(002432) has released good news one after another.
Subsidiary ihealth labs Inc has obtained purchase orders from several states in the United States, with a total amount of 2 billion yuan, equivalent to the annual revenue of 2.008 billion yuan in 2020, which will have a positive impact on the revenue and profit in 2021 and 2022.
In the morning of January 14, Andon Health Co.Ltd(002432) announced that ihealth labs, a U.S. subsidiary Inc and American ACC (US Army contract management command) signed a procurement contract on behalf of HHS (US Department of health and human services) on January 13, 2022 local time for ihealth covid-19 antigen home self-test OTC kit products (hereinafter referred to as "ihealth kit").
The announcement shows that the US ACC is the main subordinate contract management department of the US Army Material Command, mainly undertaking most of the contract work for the US Army. The announcement said that the total amount of contract price tax was US $1.275 billion (including freight), about RMB 8.102 billion.
Market sentiment is high and share prices are rising. Among the popular stocks in the stock bar, Andon Health Co.Ltd(002432) ranked first.
In the stock bar, investors sell out because of fear every day, and then regret in the trading board the next day.
the first opportunity bonus has been eaten
but can the heat last?
Few investors noticed that not long ago, everyone's understanding of Andon Health Co.Ltd(002432) was still a household health equipment company, not a strict IVD enterprise.
The performance of Andon Health Co.Ltd(002432) once reached a historical peak driven by the outbreak of epidemic in 2020: the total operating revenue was 2.008 billion yuan, a year-on-year increase of 184.36%; The net profit attributable to the parent company was 242 million yuan, a year-on-year increase of 264.68%. After the temporary dividend disappeared, with the improvement of the epidemic at home and abroad and the fierce competition, the company's performance declined in the first three quarters of 2021.
With the large orders coming one after another, Andon Health Co.Ltd(002432) the next performance undoubtedly has more room for imagination.
It is undeniable that access to the U.S. market is more difficult to obtain, and the gold content is the highest because of scarcity. Only Aikang biology, Andon Health Co.Ltd(002432) and Zhejiang Orient Gene Biotech Co.Ltd(688298) have obtained the EUA certification from the US FDA. According to public information, Andon Health Co.Ltd(002432) holds 70% of ihealth labs, an American subsidiary Inc began to apply for FDA EUA authorization a year ago. At that time, the UK had begun to implement home self-test antigen kits, but the United States had not really started to use them. It is precisely in view of this opportunity that Andon Health Co.Ltd(002432) focuses on mobilizing the company's capabilities for development.
The first people to eat crabs obviously took the lead, but they were not at ease. At present, China's reagent products of Medicalsystem Biotechnology Co.Ltd(300439) , Hangzhou Biotest Biotech Co.Ltd(688767) , Guangzhou Wondfo Biotech Co.Ltd(300482) and other enterprises are also lining up to apply for emergency authorization from FDA. Does this mean that more latecomers will seize the reagent kit Market in the United States in the future?
Once the wind stops, where can enterprises open up new markets large enough to undertake their expanded production capacity several times? Insiders once coldly analyzed: "enterprises following the trend and enterprises with deep accumulation are doomed to the same outcome." "IVD enterprises ultimately have to make money within their own cognitive range."
