recently, Tong Yigang, a professor at Beijing University of chemical technology, and his team found that stephanine has strong activity against covid-19 virus. Affected by this, the share prices of many traditional Chinese medicine enterprises in the capital market have soared. However, industry insiders believe that whether a drug has a therapeutic effect on covid-19 depends on the clinical data, which can not be inferred in principle
On May 18, traditional Chinese medicine stocks generally fell, with biological Valley falling more than 16.69%, and Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , Dali Pharmaceutical Co.Ltd(603963) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) falling more than 8%. However, Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) share price suddenly rose in the late trading.
On May 17, several companies including Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) have clarified their relationship with stephanine. Previously, due to the relationship between stephanine and covid-19, pharmaceutical companies such as Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Biovalley, Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , North China Pharmaceutical Company.Ltd(600812) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) and other pharmaceutical companies have welcomed the daily limit. In the subsequent announcement, pharmaceutical companies also clarified the “Oolong relationship” with stephanine.
After clarification, it is reasonable that the share price should fall, but Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) share price suddenly rose near the closing on Wednesday, reaching 11.10 yuan / share as of the closing, up 6.73%.
stephanine suddenly became angry
Why is stephanine suddenly on fire? Mainly due to a recent news in the media, Tong Yigang, a professor at Beijing University of chemical technology, and his team found that stephanine has strong anti covid-19 virus activity, and the multiple of 10um (micromol / L) stephanine inhibiting coronavirus replication is 15393 times.
Tong Yigang said that from the current research data, the drug’s ability to inhibit covid-19 virus ranks high among all covid-19 virus inhibitors found in humans.
As soon as the above news came out, the share prices of many traditional Chinese medicine enterprises in the capital market soared. For example, the share price of biological Valley listed on the Beijing stock exchange soared by 30% in one day due to the production license of stephanine products approved by the state.
At the same time, the news also led to a rapid rise in the price of medicinal materials. According to media reports, it has been learned from relevant people that the price of Chinese herbal medicine Stephania has increased significantly recently. The market price has increased from 10 yuan per kilogram to more than 25 yuan per kilogram, and the quotation of some drug manufacturers is as high as 65 yuan per kilogram.
Public information shows that Stephania is a traditional Chinese medicine, and stephanine is an alkaloid isolated from the head flower of Stephania, the tuber or vine of Dioscorea. It is also a leukocyte proliferation drug, which can promote the proliferation of bone marrow tissue and increase leukocytes. For leukopenia, it can increase the number of peripheral blood leukocytes. Its mechanism is to promote the proliferation of bone marrow tissue, resulting in the increase of leukocytes. It is used for agranulocytosis caused by tumor chemotherapy and radiotherapy and leukopenia caused by other reasons.
Originally, as a drug for leukocyte proliferation, it was suddenly associated with covid-19. In addition to the current severe epidemic situation, all companies associated with stephanine began to increase the limit one after another.
Among them, Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) due to the word “gold” in its name, directly ushered in two trading limits, while Hunan Fangsheng Pharmaceutical Co.Ltd(603998) also ushered in two trading limits, but hit the trading limit today North China Pharmaceutical Company.Ltd(600812) also quickly clarified after two consecutive boards, and then the share price fell, with an intraday decline of 9% today Shandong Buchang Pharmaceuticals Co.Ltd(603858) also because of the popularity of the concept of stephanine, the secondary market fell after two consecutive boards.
In fact, generally speaking, the investor interaction platform mostly clarifies the announcement for listed companies, saying that the company’s business is not related to or contributes less to stephanine. From 16 to 17 on May 16 to 17, from May 16 to 17, from May 16 to May 16, from May 16 to 17, from May 16 to 17, more than ten listed companies, including more than ten listed companies, including more than ten listed companies, including more than ten listed companies, including more than ten listed companies including Jilin Aodong Pharmaceutical Group Co.Ltd(000623) saidthat the company’s main business does not involve stephanine.
In fact, the reason why the market made such a response is not novel. Since the outbreak of covid-19, Shuanghuanglian’s treatment of covid-19, medical masks and vaccines have experienced explosion. Now covid-19 medicine, as one of the ways to treat covid-19, must also be hyped. Previously, due to the problems of azvudine manufacturers and distributors, Shandong Xinhua Pharmaceutical Company Limited(000756) once won four trading boards in six days, and the stock price rose by more than 170%. Now, it remains to be seen how long the fire can burn.
no inference supported by clinical data is still in doubt
With regard to the continuous emergence of “covid-19 drugs” recently, insiders told our reporter that whether a drug has a therapeutic effect on covid-19 depends on the clinical data, which can not be inferred in principle.
The patent name of stephanine is “pangolin coronavirus xcov and its application and drug application against coronavirus infection”. The specification shows that the whole genome sequence analysis of this coronavirus isolated from dead pangolin shows that it has 92.5% homology with the S protein of covid-19 virus.
It should be noted that although stephanine has the effect of inhibiting covid-19 pneumonia, it is only an in vitro experiment, that is to say, the principle of disinfection with disinfectants such as alcohol is the same. Even if it is highly similar, it is not the same. Stephanine obviously can not be called a new drug for covid-19 treatment. And there is no clinical trial, not even animal test, so it is only an inference at present.
Fang Jian, master of pharmacology of Sun Yat sen University, said: “stephanine is not actually a new drug, and it has been developed long ago. It is mainly a Chinese patent medicine, which is mainly extracted from Stephania, and its main effect is to inhibit the reduction of leukocytes.”
At present, according to the official website of the State Food and drug administration, from April to June 2020, Shenyang Guancheng pharmaceutical, Yunnan Baiyao Group Co.Ltd(000538) group Wenshan Qihua, Yunnan Baiyao Group Co.Ltd(000538) group Dali Pharmaceutical Co.Ltd(603963) and Yunnan Biological Valley pharmaceutical have been approved for listing. The drug specification is 0.05g/tablet, and each tablet contains 20 mg of stephanine In fact, there are only two listed companies involved, Yunnan Baiyao Group Co.Ltd(000538) and Bio Valley.
In addition, the reporter also noted that a number of listed companies are indeed involved in the related fields of stephanine.
Specifically, Guilin Layn Natural Ingredients Corp(002166) 5 said on the interactive platform on May 16 that stephanine belongs to alkaloids, and the company has the extraction technology reserve of similar products. If there is a large demand in the stephanine market in the future, the company is confident to quickly carry out new technology research and development and respond to the market demand in time; At the same time, Shandong Buchang Pharmaceuticals Co.Ltd(603858) has an invention patent for a preparation method of stephanine hydrochloride Hunan Fangsheng Pharmaceutical Co.Ltd(603998) the main products of Shanghai Tongtian biology, a joint-stock company, include stephanine North China Pharmaceutical Company.Ltd(600812) cooperate deeply with the expert team of stephanine, and it is very likely to obtain the production license of the patent owner in the future Shenzhen Neptunus Bioengineering Co.Ltd(000078) has stephanine sustained release preparation Luyan Phapma Co.Ltd(002788) said that it would prepare goods according to business needs.
As far as China is concerned, it has made rapid progress in vv180 or v8180 at present. According to Western Securities Co.Ltd(002673) latest research, at present, the head-to-head clinical trial of vv116 and Pfizer paxlovid in Ruijin Hospital has been completed and approved for listing at the end of May and early June; The expected price is 500 yuan, covering 100 million people, corresponding to the upstream volume of 2.5 billion yuan
A number of companies said that they did not produce stephanine. The industry should be vigilant against the market using relevant concepts to hype stock prices
Stephanine is expected to treat covid-19? Like Shuanghuanglian, we didn’t even do human experiments
In the traditional Chinese medicine market, the price of Stephania has doubled recently, and the price of seedlings has increased by more than 10 times
