Capital speculation related concept stocks.
Europe is facing a large-scale monkeypox epidemic.
According to the guardian on the evening of May 22, at least 14 countries around the world are investigating more than 180 confirmed or suspected cases, of which more than half are in Spain and Portugal. Through genetic analysis of virus samples, it is found that the monkeypox virus transmitted this time is very consistent with the virus transmitted in Nigeria in 2018 and 2019.
The World Health Organization said that monkeypox virus has been hidden in the community, and there is a possibility of further increase in the number of infectious diseases. According to the latest epidemic prevention regulations issued by the British government, monkeypox patients and high-risk contacts should isolate themselves for three weeks and avoid contact with children under the age of 12.
Monkeypox virus and smallpox virus belong to the genus orthopox virus of poxviridae, and their infection symptoms are also similar. Smallpox virus has disappeared in human society for more than 40 years, and the emergence of monkeypox seems to awaken the fear of smallpox virus. The prevention, detection and treatment of monkeypox virus have become the most concerned public health problem except covid-19 virus.
Capital has long been moved by the wind, and the concept of monkeypox is active. On May 23, A-share “monkeypox concept stock” rose sharply.
In terms of monkeypox virus detection, Shanghai Zj Bio-Tech Co.Ltd(688317) ( Shanghai Zj Bio-Tech Co.Ltd(688317) . SH) 20cm closed at the limit price of 49.56 yuan / share. The closing price of the stock has deviated by more than 30% in three consecutive trading days (May 19, 20 and 23) Sansure Biotech Inc(688289) ( Sansure Biotech Inc(688289) . SH) closed at 51.20 yuan / share, up 15.84%. In terms of therapeutic drugs, youningwei (301166. SZ) closed at 70.19 yuan / share; West Point Pharmaceutical (301130. SZ) closed at 50.21 yuan / share, up 14.32%. Vaccine related enterprises, Changchun Bcht Biotechnology Co(688276) ( Changchun Bcht Biotechnology Co(688276) . SH) and Hualan vaccine (301207. SZ) also closed at 50.95 yuan / share and 48.11 yuan / share respectively, up 13.47% and 11.81% respectively Beijing Konruns Pharmaceutical Co.Ltd(603590) ( Beijing Konruns Pharmaceutical Co.Ltd(603590) . SH) opened with a word limit and closed at 27.60 yuan / share.
The lethal rate was 3% ~ 6%
According to the who, monkeypox is a viral zoonotic disease. Its symptoms are very similar to those of smallpox infection, including fever, headache and rash. The rash usually starts from the face and spreads to other parts of the body. Before the current monkeypox epidemic, monkeypox mainly occurred in central and West Africa, usually close to tropical rain forests, but more and more monkeypox cases occurred in urban areas. The animal hosts of the virus include a range of rodents and non-human primates.
Monkeypox first appeared in human society in the Democratic Republic of the Congo in 1970. A 9-year-old boy was found to be infected with monkeypox virus. Smallpox was eliminated in 1968. Since then, more and more cases have been reported in central and West Africa.
According to who statistics, since 1970, a total of 11 African countries have reported human monkeypox cases. Since 2017, a large-scale monkeypox outbreak has occurred in Nigeria, with a total of more than 500 suspected cases and more than 200 confirmed cases reported. In 2003, there were more than 70 cases of monkeypox in the United States. This is the first time that human monkeypox cases have occurred outside Africa. This epidemic is related to the contact of infected pet prairie dogs.
The who said that the zoonotic transmission of monkeypox virus includes direct contact with the blood, body fluid or skin or mucosal lesions of infected animals, while interpersonal transmission may be caused by close contact with respiratory secretions, infected people’s skin or sharing contaminated objects.
In recent years, the longest recorded community transmission chain has increased from 6 consecutive interpersonal infections to 9. The incubation period of monkeypox virus is usually 6 ~ 13 days, or 5 ~ 21 days. The death rate of monkeypox in the population ranges from 0% to 11%, and the death rate of young children is slightly higher than that of adult patients. In recent years, the death rate of monkeypox is about 3% ~ 6%.
At present, there is only one monkeypox vaccine in the world
The WHO says monkeypox and smallpox viruses belong to the same virus family. Data show that the effectiveness of smallpox vaccine against monkeypox virus is as high as 85%. The British government has begun to provide smallpox vaccine to some medical workers or people at risk of monkeypox virus exposure. The Spanish Ministry of health is also preparing to buy smallpox vaccine to deal with the monkeypox epidemic in the country.
The real smallpox virus was announced to be eradicated all over the world in 1980. Since then, all countries have stopped routine smallpox vaccination. In China, Sinopharm, the largest shareholder of Beijing Tiantan Biological Products Corporation Limited(600161) ( Beijing Tiantan Biological Products Corporation Limited(600161) . SH), is the manufacturer of smallpox vaccine reserve arranged by the state. The smallpox vaccine business of China Bio was transferred by Beijing Tiantan Biological Products Corporation Limited(600161) at the time of reorganization in 2017.
The official official account of China biology released an article on the evening of May 22, saying: “Sinopharm China biology, as the national team of China’s biomedicine, has sealed up ‘cowpox’ after the elimination of smallpox… Although the virus has been eliminated, the ‘cowpox’ as a meritorious service has been safely sealed up for emergencies.” However, the article has been deleted.
Due to its chicken pox vaccine product line, Changchun Bcht Biotechnology Co(688276) is also regarded as the concept of “monkeypox vaccine” Changchun Bcht Biotechnology Co(688276) in response to investors’ questions, he said that monkeypox virus and smallpox virus belong to orthopox virus of poxviridae, while varicella zoster virus belongs to herpesvirus family. There is no animal storage host, and human is the only natural host. The company’s varicella vaccine can not prevent monkeypox, and the company has no products related to monkeypox virus prevention.
At present, there is only one vaccine approved for monkeypox prevention in the world.
The Danish company Bavarian Nordic announced on May 22 that it had signed a contract with a European country to supply smallpox vaccine. The vaccine is only approved for smallpox prevention in Europe, but in 2019, the vaccine was approved by the U.S. Food and Drug Administration (FDA) to expand the indication to prevent monkeypox virus. After the first local monkeypox case was found in the United States, the media reported on May 18 that the United States quickly ordered $119 million worth of vaccine, and there are plans to continue to buy $180 million of vaccine. At that time, the purchase volume of monkeypox vaccine in the United States may reach 13 million doses.
On March 22, yourui pharmaceutical announced that it had signed an exclusive license and supply agreement with Bavarian Nordic to obtain the right to develop and commercialize the vaccine in China, South Korea and some Southeast Asian countries.
In November 2020, Beijing Konruns Pharmaceutical Co.Ltd(603590) announced that Shanghai Kangchen, a secondary wholly-owned subsidiary, plans to invest US $25 million to participate in the capital increase of yourui Cayman. After the capital increase is completed, Shanghai Kangchen will hold 5.63% of the shares of yourui Cayman.
The actual operation of yourui Cayman mainly relies on nuance Pharma Limited, a wholly-owned subsidiary, and yourui pharmaceutical, a secondary wholly-owned subsidiary.
Nucleic acid testing enterprises rush to the front line again
Nucleic acid detection is not only the main means of screening virus infected persons, but also the pre step of isolation and prevention of infectious diseases. Therefore, in this monkeypox epidemic, the R & D enterprises of detection reagents have responded quickly as always. About 10 days after the monkeypox epidemic attracted attention, a company has announced the development of monkeypox virus detection reagent.
Shanghai Zj Bio-Tech Co.Ltd(688317) official official account published an article on May 22, saying that the monkeypox virus nucleic acid determination kit (fluorescent PCR method) independently developed and produced by the company has obtained the EU CE registration certificate. The specific fluorescence method can be used to determine the gene fragment of monkeypox virus, which can accurately identify monkeypox virus and help the accurate diagnosis, prevention and control of related diseases.
On May 23, Shanghai Zj Bio-Tech Co.Ltd(688317) said at the performance presentation that the company’s monkeypox virus nucleic acid detection kit had recently received orders from Portugal, Spain, the Czech Republic, the United Arab Emirates and other overseas countries, as well as emergency reserve and scientific research orders from some Chinese customs and disease control. According to the latest announcement of Shanghai Zj Bio-Tech Co.Ltd(688317) , its monkeypox virus nucleic acid determination kit (fluorescent PCR method) is affected by many factors, such as market competition, product competitiveness and channel ability of the company, customer recognition and so on, and its sales and profit contribution are uncertain.
It is worth mentioning that Shanghai Zj Bio-Tech Co.Ltd(688317) is also one of the first enterprises in China to obtain covid-19 test reagent approval. On January 26, 2020, Shanghai Zj Bio-Tech Co.Ltd(688317) the covid-19 virus nucleic acid detection reagent was approved by the State Food and drug administration.
Sansure Biotech Inc(688289) , It can be compatible with fluorescent PCR platform and Sansure Biotech Inc(688289) poct platform, and can be quickly applied in the current covid-19 nucleic acid detection platform.
However, Sansure Biotech Inc(688289) the monkeypox virus detection kit has not been registered yet. “At present, the company is actively promoting the overseas registration of this product.” Sansure Biotech Inc(688289) scale.
A senior person in the nucleic acid detection industry who asked not to be named told times finance that the equipment and technology of monkeypox virus nucleic acid detection and covid-19 nucleic acid detection can be compatible, and the nucleic acid automatic extraction equipment and PCR equipment popularized by covid-19 nucleic acid detection can continue to be used in monkeypox virus detection. It usually takes 3-6 months to develop monkeypox virus detection reagent based on nucleic acid detection platform, because it takes time to conduct performance test, including sensitivity, specificity and stability.
“(companies that already have monkeypox virus testing reagents) should have started research and development earlier, and it is impossible to launch products in 10 days.” Senior people in the above industry said.
Wang Qiang, a medical device marketing training expert, also told times finance that from a technical point of view, it is not difficult for companies with covid-19 nucleic acid detection technology to do monkeypox virus nucleic acid detection. The main difficulty is to collect enough legal monkeypox samples to support clinical research.
In terms of monkeypox treatment drugs, in 2018, FDA approved the oral dosage form tpoxx (tecovirimat, tecoviri) of SIgA technology for the treatment of smallpox. In 2021, the European Drug Administration (EMA) approved the drug for the treatment of smallpox, monkeypox, cowpox and cowpox complications after smallpox vaccination.
Aibixin, a subsidiary of Univer, also sells tekaweri products. Aibixin official media number said that tekavir is a small molecule virus inhibitor, which has strong activity against the viruses of orthopoxvirus, including smallpox virus, cowpox virus and monkeypox virus. Only 0.01M tekavir can inhibit 50% of monkeypox virus replication in vitro.
However, when replying to investors, youningwei said that the product is a scientific research product, not a self-produced product, and is currently only used in the scientific research section, not a clinical drug product, which makes a small contribution to the company’s revenue.
