Affected by the continuous fermentation of monkeypox epidemic, pox virus control concept stocks soared today, Shanghai Zj Bio-Tech Co.Ltd(688317) 20cm limit, Sansure Biotech Inc(688289) , West Point pharmaceutical, Changchun Bcht Biotechnology Co(688276) and other related concept stocks also rose by more than 10%.
however, from the data of the above-mentioned target after hours dragon tiger list, most of the participants in the game are hot money, and some institutions retreat while taking advantage of the sharp rise
Among the poxvirus prevention and control stocks, Changchun Bcht Biotechnology Co(688276) institutions paid relatively high attention. As of the end of the first quarter, a total of 6 funds held 3067300 shares, of which 783500 shares were held by GF steady return managed by Fu Youxing, a 10 billion fund manager Changchun Bcht Biotechnology Co(688276) 4 on April 28 and 29, the survey also attracted nearly 100 institutions to participate.
Changchun Bcht Biotechnology Co(688276) rose 13.74% today, and some institutions may have taken the opportunity to sell. According to the data of dragon tiger list on May 23, Changchun Bcht Biotechnology Co(688276) for three consecutive trading days, the deviation of closing price increase has reached 30%, of which two of the top five selling seats are dedicated to institutions. At the same time, the data shows that CICC Shanghai branch is also an institutional seat.
Compared with Changchun Bcht Biotechnology Co(688276) , Sansure Biotech Inc(688289) 's institutional attention is not high. As of the end of the first quarter, only one ETF was heavily held. However, the figure of institutions also appeared on today's Dragon and tiger list data. An institution sold a net 10.83 million yuan. At the same time, CICC Shanghai branch also appeared in the sold seats. However, the special seats for Shanghai Stock connect were net purchases of 33.8 million yuan.
Similarly, West Point pharmaceutical rose 14.32% today. According to the dragon and tiger list data, an institutional seat bought 6.612 million yuan, sold 4.97 million yuan and net bought 1.642 million yuan.
Can the investment opportunities in relevant sectors be sustainable? Cui Ning, the fund manager of Hengyue medical and health selection, said that monkeypox virus is a DNA virus. The whole genome of the infectious virus has been sequenced. Compared with historical strains, there are 52 mutations. Monkeypox virus was mainly transmitted in central and West Africa before. This time, it was transmitted in non epidemic countries such as Europe. Whether its transmission ability has changed needs to be continuously verified.
Cui Ning further analyzed that in terms of detection, the monkeypox detection standard is PCR detection, but the samples are skin lesions. In terms of prevention, there is cross immunity between monkeypox and smallpox, and smallpox vaccine has a protective effect on monkeypox. The smallpox vaccine jynneos produced by Bavarian Nordic by FDA in 2019 was used to prevent monkeypox, and it is also the only approved monkeypox vaccine in the world. At present, vaccination has not been started in Europe, and the epidemic has not yet reached the point where vaccination is needed. In terms of treatment, the current treatment of monkeypox is mainly antiviral treatment. Tecovirimat is the first new drug approved for the treatment of smallpox. Other anti DNA virus drugs such as acyclovir, valaciclovir and adenosine arabinose also have potential therapeutic value.
"We pay close attention to the official data of monkeypox virus infection and transmission, and appropriately tap the investment opportunities in the monkeypox virus prevention and control industry chain, involving detection, prevention, treatment and other links." Cui Ning said.
"the investment opportunities in this sector are very uncertain at present." Zhu Mingrui, a medical researcher at Nord foundation, is quite cautious
He said that as of May 22, 12 non monkeypox virus endemic member states in three regions of the who had reported laboratory confirmed cases and suspected monkeypox cases under investigation to the WHO. So far, no related deaths have been reported. Relevant reagent companies will indeed have a small number of new scientific research orders, but at present, poxvirus prevention and control is still in the early stage. Compared with the early stage of covid-19, this disease is far weaker than covid-19 in terms of infectivity and lethality. According to the current trend, the possibility of large-scale spread of the disease is not so great.
Many fund managers interviewed said that they usually do not participate in thematic investment opportunities, but they do pay more attention to investment opportunities in the pharmaceutical industry in the near future. It is worth noting that this is also reflected in the recent institutional research. According to choice data, in the past month, the research heat of institutions in semiconductor, biomedicine, medical devices and other industries ranked among the top three.
Mao Kejun of Soochow Fund said that since the end of April, the market has rebounded rapidly, and the rebound of medicine is weak compared with other growth tracks. However, the fluctuation of the epidemic situation does not change the direction of medical repair. Medical services, in-hospital diagnosis and treatment and consumer medicine not only reflect resilience in the epidemic situation, but also continue to repair the overall operation. China's medical insurance fee control policy is expected to be basically stable, and most of the expectations of the impact of global liquidity changes on the pharmaceutical industry chain have also been fulfilled at the stock price level. In general, the fundamentals, policies and valuation of medicine are expected to brew the potential for medium and long-term bottom recovery.
Zhu Mingrui is more optimistic about the medical service track and the scientific research service industry chain track. On the one hand, due to the negative impact of the epidemic in the past two years, the performance of many private medical service companies is not as good as that in the previous two years, but after the epidemic is controlled, the medical service industry with suppressed demand will have a good performance rebound. In addition, medical services will remain in short supply for a long time in the future, and there is still a lot of room for improvement in the performance of the whole sector. On the other hand, the scientific research service industrial chain track is still in the early stage of rapid development, and the valuation has returned to a more reasonable range recently. From the current position, the scientific research service industrial chain track also contains more investment opportunities.
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