The Omicron "tsunami" in Europe and America completely detonated the covid-19 test track of a shares.
At present, European and American countries are still facing the "tsunami" spread by Omicron. The number of confirmed cases in a single day in the United States has exceeded 1.4 million, setting a new record again, and 98% of cases are infected with Omicron strain. Fudge, the White House's chief infectious disease expert, warned that the transmission rate of the Omicron strain was unprecedented and that the virus would eventually "find" almost all Americans. In addition, the who said that according to the transmission rate of the Omicron strain, it will only take about 6-8 weeks, and more than 50% of the population in the European region will be infected with the Omicron strain.
the continued spread of the epidemic may further stimulate the demand for covid-19 detection. On January 12, covid-19 Bull Stock - Andon Health Co.Ltd(002432) (002432), which soared by 930% in more than two months, announced that the total amount of orders for covid-19 antigen home self-test OTC kits signed by the U.S. subsidiary with New York and Massachusetts has reached RMB 2.12 billion.
That night, covid-19 testing giant with a market value of 42 billion - Zhejiang Orient Gene Biotech Co.Ltd(688298) official micro released a speech entitled "building a dream and sailing to create brilliance" at the annual meeting. Fang Xiaoliang, general manager of the company, said that the scale of Hengjian in the United States continues to expand. It has begun to layout the industrial base in Houston and will realize the intensive development of production, R & D, sales and laboratory in 2022.
Starting from January 15, the U.S. government will officially implement the covid-19 rapid test plan. Private medical insurance companies will reimburse each resident for up to 8 home covid-19 tests per month. The potential monthly demand in the United States may reach 2.6 billion doses.
will Omicron reach every American?
Omicron swept across the United States like a "wildfire".
according to the data disclosed by Johns Hopkins University on the 11th, the number of newly confirmed cases of covid-19 in the United States exceeded 1.4 million on the 10th, reaching 1.483 million, once again setting a new record for the number of new cases in a single day in the United States. At present, 98.3% of covid-19 pneumonia cases in the United States are caused by Omicron virus, which has become the most important virus in the United States.
At the same time, the number of hospitalizations in the United States is also soaring. According to the data released by the U.S. Department of health and human services (HHS), as of November 11, about 146000 people in the United States were hospitalized due to covid-19 virus infection, which has exceeded the peak in January 2021, reaching an all-time high, and this figure is almost twice that of two weeks ago.
With the rapid spread of Omicron and the surge in the number of confirmed cases and hospitalized cases of covid-19, a large number of medical staff in the United States have also been infected and isolated, resulting in the overburden of a large number of hospitals in the United States.
This wave of the U.S. epidemic may not have peaked yet. Morgan Stanley predicted in its latest report that the U.S. Omicron epidemic may peak in the next 3-6 weeks.
In addition, fudge, the chief infectious disease expert of the White House, warned on the 11th that with the "wildfire like spread" of the Omicron mutant strain across the United States, almost every American may be exposed to the Omicron strain. Finally, the virus will "find" almost all Americans, and people who have been vaccinated may also be infected, But they are likely not to be hospitalized or even die.
so far, at least about 65 million eligible Americans have not been vaccinated. According to the Centers for Disease Control and Prevention (CDC), more than 62% of Americans have been fully vaccinated, but only 23% have received booster shots.
At the same time, the epidemic situation in Europe is not optimistic. The number of newly confirmed cases in a single day in France, Denmark, Greece, Croatia and other countries has reached a new high since the outbreak of the epidemic.
On the 11th local time, the number of confirmed cases in France exceeded 360000, and the cumulative number of confirmed cases exceeded 12.57 million. In an interview with the media, French health minister vilan said that the actual number of newly confirmed cases in France in a single day may be between 500000 and 1 million.
At present, the confirmed cases in Europe are mainly infected with Omicron strain. In the face of such rapid spread, Hans Kruger, European Regional Director of the World Health Organization, warned that according to the transmission speed of Omicron strain, it will only take about 6-8 weeks, and more than 50% of the population in the European region will be infected with Omicron strain.
new American covid-19 testing program
According to the data from , the main characteristics of the strains are strong infectious, high incidence rate, low hospitalization rate and low mortality. Therefore, in the face of the "infectious tsunami" caused by this wave of Omicron strain, European and American countries continue to improve the popularity of covid-19 detection, and accelerate the research and development of covid-19 specific drugs, which also greatly stimulates the demand for covid-19 detection.
According to CNBC, the White House Government announced on Monday that from January 15, the U.S. government will officially implement the covid-19 rapid test plan, and private medical insurance companies will reimburse each resident for up to 8 over-the-counter home covid-19 tests per month.
Under this scheme, private insurance companies can set up programs in preferred pharmacies or retailers to pay the upfront expenses of family medical examination for beneficiaries. A family of four can reimburse up to 32 covid-19 tests per month. According to the current total population of the United States, the maximum number of kits distributed by the U.S. government to the public every month is about 2.6 billion.
Meanwhile, Biden plans to add 10 million covid-19 pneumonia tests to the school every month, which will further increase the demand for covid-19 test kits. Ma Shuai of Anxin Securities said that with the rapid spread of Omicron strain, the further promotion of home self inspection products in the United States and the upcoming spring semester in January, the demand for covid-19 detection will continue to be stimulated.
at present, most testing agents on the U.S. market are sold in groups of two, with prices ranging from $14 to $34. If the U.S. government purchases 2.6 billion rapid detection kits free of charge to all Americans at a price of $5-7, the corresponding total order amount will reach $13-18.2 billion.
It is worth mentioning that the United States once faced a shortage of covid-19 test kits. The kits in American pharmacies were basically sold out, and even hyped covid-19 kits. According to foreign media reports, due to the shortage of supply, the price of some covid-19 kits with two doses of quick screening has doubled in the market, reaching US $75 / box (about RMB 478.2), and even US $80 / box (about RMB 510.1), an increase of 188% - 471%.
Up to now, the rapid detection reagents produced by Andon Health Co.Ltd(002432) and Zhejiang Orient Gene Biotech Co.Ltd(688298) of A-Shares have been authorized by the EUA of the U.S. FDA and can enter the U.S. market.
In addition, Medicalsystem Biotechnology Co.Ltd(300439) , Hangzhou Biotest Biotech Co.Ltd(688767) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) and Guangzhou Wondfo Biotech Co.Ltd(300482) are applying for FDA certification in the United States.
A-share covid-19 testing company rose sharply
stimulated by the epidemic situation in Europe and the United States and the demand for covid-19 testing, the performance of the A-share anti epidemic sector is extremely strong, and bull stocks occur frequently.
Covid-19 detected that the "demon stock" Andon Health Co.Ltd(002432) was the strongest. On January 11 and 12, covid-19 scored two limit plates in a row, and the share price hit a record high again. Since November 2021, Andon Health Co.Ltd(002432) has increased by 930% and will soon become a ten fold Bull Stock.
The fuse to detonate Andon Health Co.Ltd(002432) is the emergency response authorization (FDA) of the US FDA, which is the New Coronavirus antigen self testing OTC kit of Andon Health Co.Ltd(002432) subsidiary of the United States. Since December last year, Andon Health Co.Ltd(002432) has seized some of the orders of the US local governments.
On the 12th, Andon Health Co.Ltd(002432) announced again that the U.S. subsidiary had received orders for ihealth covid-19 antigen home self-test OTC kit from New York and Massachusetts. As of the date of this announcement, the cumulative amount of orders and contracts between the U.S. subsidiary and the Department of health of New York was US $185 million (about RMB 1.18 billion); The total amount of orders signed with the Executive Office of the Federal Department of health and human services in Massachusetts amounted to US $148 million (about RMB 944 million).
In addition, Zhejiang Orient Gene Biotech Co.Ltd(688298) is also one of the A-share companies expected to win large orders in the United States. Last December 30th, Zhejiang Orient Gene Biotech Co.Ltd(688298) announced that the company's customer SIEMENS HEALTHINEERS (SIEMENS medical) CLINITEST New Coronavirus antigen self testing reagent was authorized to use FDA EUA in Beijing time December 30, 2021. The company is appointed authorized supplier of SIEMENS's medical self testing product. The details of the EUA emergency use authorization were also publicized on the official website of the U.S. Food and Drug Administration (FDA) on the same day. After obtaining the U.S. emergency use authorization (EUA), the product can be sold in the United States and countries / regions that recognize the U.S. EUA during the U.S. public health emergency.
On the 12 day, Zhejiang Orient Gene Biotech Co.Ltd(688298) WeChat official account issued general manager Fang Xiaoliang's speech at the 2021 East gene commendation conference. Fang Xiaoliang said that in the past year, the company's global strategic layout has taken a solid step. The scale of Hengjian in the United States has been expanding. It has begun to layout its industrial base in Houston, and will realize the intensive development of production, R & D, sales and laboratory in 2022. Canada Hengtong has developed steadily. At the same time, it has also set up a subsidiary in Scotland, which has laid a foundation for integrating into the British and European markets and providing technology, products and services. In 2022, we should focus on the main business and strive to build three platforms: POCT, gene detection and liquid chip.
From the Zhejiang Orient Gene Biotech Co.Ltd(688298) stock price trend, it has been sought after by many funds. In just two months, Zhejiang Orient Gene Biotech Co.Ltd(688298) share price has doubled and its market value has exceeded 42 billion yuan. Zhejiang Orient Gene Biotech Co.Ltd(688298) was surveyed by 38 institutions on January 8. Among them, there are 13 fund management companies, 11 investment companies, 10 asset management companies and 2 securities companies. It is worth noting that this is also the first large-scale research after Zhejiang Orient Gene Biotech Co.Ltd(688298) listing.
On January 12, Hangzhou Biotest Biotech Co.Ltd(688767) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) and an Xu biology increased by 20%, 18.7%, 11.6%, 13.2% and 5% respectively, and increased by 51.7%, 51.9%, 77.8%, 33.2% and 88% respectively during the year.
As the share price soared, A-share anti epidemic stocks issued share price change announcements on January 12:
Hangzhou Biotest Biotech Co.Ltd(688767) issued a notice of the announcement of the transaction. 's self testing reagent products of New Coronavirus company have many similar products or other testing products in the European and Australian markets. The products will face fierce competition in the market. The sales volume and profit contribution of the COVID-19 products are uncertain.
Beijing Hotgen Biotech Co.Ltd(688068) announced the change of share price. The registration / filing of EU CE and other major economies obtained by covid-19 antigen detection reagent is not exclusive to the company. There are many similar or similar competitive products in the market, and there is a risk of fierce market competition in the sales of the company's products.
Asahi biological announcement, with the outbreak of covid-19 epidemic, the demand for real-time detection reagents and detection instruments in various countries around the world has greatly increased, especially in the foreign market. It is planned to use the raised funds to invest in the R & D and production projects of in vitro diagnostic reagents and diagnostic instruments.
At present, the main suppliers of covid-19 rapid self-test kits all over the world are from China. According to China's customs data, China's covid-19 antigen reagent was mainly sold to Germany, Britain, the United States and Canada in November 2021. Among them, the import volume of Germany in November was 1.31 billion yuan, an increase of 179.2% month on month; Britain and the United States ranked second and third in terms of import volume, reaching 720 million yuan and 350 million yuan respectively, with a month on month increase of 27.6% and 179.2% respectively.
