Since the news that stephanine can effectively inhibit the replication of covid-19 virus spread, relevant concept stocks in the financial market were once popular, and the spot price of stephanine Chinese herbal medicine was hyped Securities Times reporter learned that the spot price of Stephania from Guangdong, Guangxi and Yunnan has doubled several times in the short term
In fact, the actual efficacy of stephanine in the prevention and treatment of covid-19 pneumonia is still unclear. In addition, China has rich production of Stephania, and there is no problem of long-term tight supply. The industry believes that the spot high price of Stephania is not sustainable, and the entry of high price needs to be vigilant against risks. With the cold thinking of the market on the Stephania industry and the clarification of relevant companies, the speculation of A-share related concept stocks has stalled.
"one price a day"
Securities Times reporter learned from some Chinese herbal medicine merchants that the spot price of Stephania has doubled this week, the quotation of large dry goods (sun dried Stephania products supplied in bulk) has jumped from less than 40 yuan / kg to more than 100 yuan, and the purchase price of unified fresh goods (fresh Stephania purchased directly from drug farmers) has jumped from 6 yuan / kg to 40 yuan
" we are afraid of being fined later, so the quotation is relatively low ". On May 19, Longge, a herbal medicine supplier in Yunfu, Guangdong, told the securities times that the supply price of large dry goods of Stephania from Guangxi is 65 yuan / kg. Although this price is twice as expensive as half a month ago, it is only half of that of its peers.
Longge revealed that the price of dried Chiffon has been fried since last weekend. "My phone has been exploded. The selling price last weekend was 120 yuan per kilogram. The most outrageous thing was that last Saturday, I knew that some of my peers sold up to 180 yuan." He said that at present, the market price of dried Chiffon is one price a day, and there is an upward trend as a whole. "Because we know that the relevant departments have paid attention to this matter, we dare not quote too high, and some peers are still quoting more than 80 yuan."
Behind the sudden rise in prices is a large number of acquisitions by pharmaceutical enterprises and drug wholesalers. Longge told reporters that he had signed more than a dozen orders this week, basically pharmaceutical enterprises. Now the inventory of the whole company is only 4 tons, and he can only buy fresh wild Stephania from farmers.
"Now the purchase price of each kilogram of fresh wild Stephania is close to 40 yuan, compared with 56 yuan before.". He said that according to this price, 65 yuan per kilogram of dry goods belongs to low profit, "because we are afraid that there will be a jump price later, so we don't dare to ask too high or have too much inventory".
According to the reporter, the price of Stephania from different producing areas is different. The price of Stephania from Guangdong, Guangxi and Guizhou is relatively expensive, while that from Yunnan is relatively cheap. The prices of roots, stems and leaves of Stephania from the same origin are also different. Recently, the roots have been looted.
reporters saw on the website of Chinese herbal medicine world that there are great differences in the quotation of various suppliers. The unified price of goods from Guangdong and Guangxi is about 80 yuan / kg, and the quotation of Guizhou, Sichuan and other places even exceeds 100 yuan / kg
" our quotation (Unified dry goods) ranges from 50 yuan to 60 yuan per kilogram, but without an invoice, you have to pay more if you want an invoice. " another supplier of traditional Chinese medicine "Yu Sheng" told reporters that he felt that the market quotation of dry goods at the root of Stephania is very chaotic. The price of a batch of goods he just sold ten days ago was only 45 yuan per kilogram, and three days later (last Saturday) it was suddenly fried to more than 120 yuan. He said that although the current price has increased a lot, it has decreased significantly compared with last weekend. Now the common quotations of peers are between 80 yuan and 100 yuan, and there are also more than 100 yuan.
old medicine and new use
Stephania is a kind of common Chinese herbal medicine. According to the compendium of Materia Medica, there are several kinds of Stephania, which are different from the famous models in the north and the south. The main treatments are similar, or both are close to rattan; It is mainly used to treat all blood poisons and Qi, evil in cholera, deficiency of heaven, malaria, malarial malaria, unfavorable phlegm and cough, carbuncle, swelling and toxin, medicine and stone hair, epilepsy. I know the Lord.
the sharp rise in the spot price of Stephania is mainly due to a piece of news. On May 13 (last Friday), Chinese scientists found that stephanine could effectively inhibit the replication of covid-19 virus. The news spread rapidly, and its research results have been authorized by the national invention patent. The patent specification shows that 10um (micromol / L) stephanine inhibits coronavirus replication by 15393 times
Professor Tong Yigang, the inventor of the patent and Dean of the school of life science and technology of Beijing University of chemical technology, said that a small amount of stephanine can prevent the amplification and transmission of covid-19 virus. It can prevent the infection of the virus. Even after infection, it can reduce the virus to the level of 1 / 10000 of normal infection.
According to the current research data, the ability of stephanine to inhibit covid-19 virus ranks high among all covid-19 virus inhibitors found in humans. Its main mechanism is to reverse most dysregulated genes and pathways in infected cells by interfering with cell stress response, so as to exert the effect of anti coronavirus.
Previously, American scholars have also published papers to confirm that the inhibition data of stephanine on covid-19 virus is the most dazzling among the 26 drugs studied, and is better than the approved American redcivir and palovide. In addition, many international teams have started clinical trials.
Stephanine is mainly extracted from Stephania, which was originally used as a leukocyte proliferation drug. Clinically, it can be used to promote the proliferation of bone marrow tissue, so as to increase the number of leukocytes. It is found that it can effectively inhibit covid-19 virus activity, so it is expected to become covid-19 drug API in the future, which belongs to the new use of old drugs. However, the above research results come from animal cell in vitro test, and the effect in human body is not clear.
Longge told reporters that the above information is generally interpreted as " Stephania can treat covid-19 pneumonia, but it can prevent covid-19 infection, so the short-term market demand is still quite large ". As far as he knows, some pharmaceutical enterprises have begun to prepare for research. When purchasing a large number of Stephania, they also have requirements for the content of some components in medicinal materials. Therefore, the quotation of Stephania on the market is seriously divided.
"In order to ensure the quality, we are now looking for different varieties of Stephania in different producing areas, sending samples to pharmaceutical enterprises for testing, signing a procurement contract after the indicators meet the other party's requirements, and then looking for local pharmaceutical farmers or cooperatives for purchase," he said.
high price is unsustainable
Although qianjinteng suffered looting in the short term and its price rose, and relevant concept stocks were sought after, the industry still believed that the high price could not be maintained for too long. On the one hand, it takes time for drugs from laboratory to industrialization, and the actual effect on human body is not clear and uncertain; On the other hand, as a common Chinese herbal medicine, Stephania is widely planted in many regions of China, with rich output, and there is no possibility of long-term supply shortage.
Tan Yadi, an independent commentator in the pharmaceutical industry, told reporters that it is really difficult to verify and promote the covid-19 treatment of stephanine through the pure market mechanism. Because there are many uncertainties in the listing of new drugs for old drugs, drugs have no patent protection, and once approved, they will encounter a large number of imitations. Therefore, it is difficult for enterprises to take the initiative to bear the cost of developing new indications. If we want to achieve rapid listing, some medical institutions can take the lead to carry out clinical observation of super indication application, but such activities also need interest driven and regulatory acquiescence.
it is reported that at present, a Canadian pharmaceutical enterprise has approached the FDA to carry out a clinical trial study on the treatment of covid-19 pneumonia with stephanine, which is expected to be officially launched in the second half of this year. If China starts the clinical trial plan now, it will start a speed race with the international leading team. There are uncertainties in the test results and speed
At present, many products of covid-19 drug research and development in China have come to an end, such as vv116, prochloramide and azvudine in the field of covid-19 oral drugs. After these leading products are listed, they will share the market share of covid-19 drugs in advance. When the clinical trial of stephanine products is completed, the market space is bound to be greatly reduced.
The most important reason why the high price of Stephania is unsustainable is that the supply in the market is not tight. It is understood that, as a common Chinese herbal medicine, Stephania is a perennial deciduous vine, which does not have strict requirements for the growth environment. It can be born on hillsides, roadsides, ditches, grass or bushes in mountainous and hilly areas. It is rich in natural resources in China. It is widely planted in East China, South China and southwest China, with up to 39 varieties.
Moreover, in addition to being used as medicinal materials, Stephania can also be used as landscape plants. With mature artificial planting technology, it is not difficult to find seed sources. From this point of view, there is no shortage of supply.
therefore, various signs show that Stephania is not a scarce plant, and the technology for extracting stephanine is also very mature. The price bid up in the short term should fall down soon
concept shares flameout
In addition to the rising prices in the spot market, the financial market is also rising, and relevant concept stocks are sought after. Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , which contains the word "Qianjin" but actually has no related products, has also been wrongly fried and harvested two boards. However, with the clarification of listed companies and calm thinking of the market, relevant concept stocks have weakened.
Investors enthusiastically asked questions on the interactive platform about the technology and output of stephanine. But in fact, there are not many real concept stocks of a shares.
according to the reporter's rough statistics, more than ten listed companies, including Guangxi Liuzhou Pharmaceutical Co.Ltd(603368) , youningwei, North China Pharmaceutical Company.Ltd(600812) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) have clarified the relevant situation of stephanine on the investor interaction platform. The share price gains of these companies have narrowed
Even companies that really own stephanine related products have a weak stock trend.
Hunan Fangsheng Pharmaceutical Co.Ltd(603998) holding 11.60% of the shares, Tongtian biological has the production and sales of stephanine reference substance, but the sales volume is not high. The sales revenue in 2021 was only 0200 yuan, and there was no sales revenue in the first quarter of this year. Therefore, since the announcement of stock trading changes was released on May 17, 1998 5, the stock price has also weakened, with a cumulative decline of nearly 15% in the three trading days from May 18 to 20.
Shanghai Aladdin Biochemical Technology Co.Ltd(688179) , whose sales volume in 2021 was only 10000 yuan, announced on May 16 that the sales volume of this product has not changed significantly compared with previous years; Most of the company's product specifications are in gram and milligram levels, which are used for R & D in laboratories of enterprises in various fields, colleges and universities and scientific research institutes with R & D needs. They are not industrial raw materials. On May 17, the stock fell 10% in a single day.
The share price of the two subsidiaries of the company . However, the company's share price also fell sharply after the interactive platform responded that "there is no production and sales of stephanine related products at present"
