Multiple countries report monkeypox cases and detonate A-share monkeypox concept stock!
On May 23, Shanghai Zj Bio-Tech Co.Ltd(688317) ( Shanghai Zj Bio-Tech Co.Ltd(688317) , Shanghai Zj Bio-Tech Co.Ltd(688317) ) rose by 20%. As of the closing, it was reported to 49.56 yuan / share, with a market value of 9.65 billion yuan Shanghai Zj Bio-Tech Co.Ltd(688317) previously, when replying to investors’ questions, the interactive platform said that the product monkeypox virus nucleic acid determination kit (fluorescent PCR method) developed by the company has obtained EU CE certification. At present, the kit has received small batch orders from China and abroad.
As early as last Friday (May 20), Shanghai Zj Bio-Tech Co.Ltd(688317) affected by the above news, the share price has soared by 16.34%.
On the interactive platform of Shanghai Stock Exchange and Shenzhen Stock Exchange, investors’ questions about monkeypox virus detection, vaccine and related R & D progress increased significantly. According to incomplete statistics of surging journalists, at present, more than ten listed companies, including Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Guangdong Hybribio Biotech Co.Ltd(300639) , Pony Testing International Group Co.Ltd(300887) , youningwei, Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) , have responded.
monkeypox cases have been reported in 15 countries
The pathogen of monkeypox is monkeypox virus, which is “close relative” to smallpox virus. The name monkeypox virus comes from the fact that the virus was first found in 1958 and isolated from monkeys.
Monkeypox cases are not just emerging. As early as 1970, Congo (DRC) found the first case of human infection with monkeypox virus. In 2003, cases occurred in the United States outside the African continent. Since 2018, infected people have been found among passengers from Israel, Britain, Singapore and other countries from Nigeria.
At present, in the context of covid-19 epidemic, monkeypox cases have been reported in many countries around the world, causing concern.
According to China Central Television News, citing the BBC on May 22 local time, Israel, Switzerland and Austria have reported confirmed cases of monkeypox in the past two days. The number of countries reporting confirmed cases in this round has increased to 15. Countries with monkeypox cases previously include the United Kingdom, Spain, the United States and Belgium.
Monkeypox cases reported to who from 13:00 on May 13 to 21 in non endemic countries source: who official website
The risk of monkeypox transmission in the community is worthy of attention. According to Xinhua news agency, citing Agence France Presse, the British health department said on the 22nd that there are monkeypox virus infected people in the UK every day who are not associated with any travel history in West Africa.
In addition, according to a number of foreign media quoted by overseas network, the Belgian health department has also recently requested that monkeypox cases be self isolated for 21 days, which is the first country in the world to require monkeypox cases to be self isolated.
As for whether monkeypox will appear in the world pandemic like covid-19, Lu Hongzhou, President of Shenzhen Third People’s Hospital, said through the official video number of the hospital that it is unlikely. The reason is that although monkeypox is also mutating in the past, the variation is relatively slow and less frequent. It is not in the human pandemic, and its variation is unlikely to be very obvious. From the characteristics of the virus itself, it still maintains a very low infectivity between people and is unlikely to have a pandemic.
According to the official wechat of Xinhua News Agency on May 23, the mode of transmission of monkeypox virus includes direct contact with the blood, body fluid or mucosal damage of infected animals. Generally speaking, it is not easy to spread between people, but close contact with infected people may be infected.
In addition, the symptoms of monkeypox are similar to those of smallpox, but the clinical severity is light. It is a self limiting disease. Most patients recover within a few weeks. The effective rate of vaccination against monkeypox is 85%.
Who also stressed that the mode of transmission of monkeypox is different from covid-19. Response measures should focus on affected people and close contacts. People in close contact with infectious people are at greater risk of infection, including health workers, family members and sexual partners.
companies become monkeypox stocks
Shanghai Zj Bio-Tech Co.Ltd(688317) due to the detection kit, it has become the leading enterprise of monkeypox concept stock this time. However, Shanghai Zj Bio-Tech Co.Ltd(688317) is not a test kit developed for the global monkeypox case, but a pipeline product awakened by the case. According to the prospectus disclosed by the company in January 2021, as of the signing date of the prospectus, a total of 245 products of the company have obtained EU CE certification, including monkeypox virus nucleic acid determination kit (fluorescence PCR method).
Shanghai Zj Bio-Tech Co.Ltd(688317) in the announcement on May 23, it was emphasized that the sales volume and profit contribution of the kit are highly uncertain due to market competition, product competitiveness and channel capability of the company, customer recognition and other factors.
Shanghai Zj Bio-Tech Co.Ltd(688317) product pipeline source: prospectus
On May 23, Jiangsu Bioperfectus Technologies Co.Ltd(688399) ( Jiangsu Bioperfectus Technologies Co.Ltd(688399) ) said in response to investors’ questions on the interactive platform that the company’s product line has monkeypox virus nucleic acid detection kit (fluorescent PCR method). In recent years, the product has been sold in a small amount in some CDC, customs, scientific research institutes and other institutions outside China. At the same time, the company has started the overseas registration of the product, including EU CE. On the same day, Jiangsu Bioperfectus Technologies Co.Ltd(688399) shares closed up 10.41% to 150.26 yuan, with a market value of 8.808 billion yuan.
Sansure Biotech Inc(688289) ( Sansure Biotech Inc(688289) ) said that the company has reserved monkeypox virus nucleic acid detection kit (PCR fluorescent probe method) in its scientific research products, which can quickly identify monkeypox virus by specifically detecting the nucleic acid fragment of monkeypox virus.
In addition to having monkeypox virus testing products, other companies said that although they did not have products, they had relevant capabilities or technical reserves.
Guangdong Hybribio Biotech Co.Ltd(300639) ( Guangdong Hybribio Biotech Co.Ltd(300639) ) said on the interactive platform that the company has the laboratory detection ability of monkeypox virus and has formed laboratory products that can be used for scientific research Pony Testing International Group Co.Ltd(300887) ( Pony Testing International Group Co.Ltd(300887) ) said on the interactive platform that the company has technical reserves related to monkeypox virus detection; St Kehua ( Shanghai Kehua Bio-Engineering Co.Ltd(002022) ) said in the interactive Q & A that the company has organized R & D personnel for the first time to complete the technical reserve of monkeypox virus nucleic acid detection kit (PCR fluorescent probe method). These kits can be used by disease control, scientific research institutions and laboratories Daan Gene Co.Ltd(002030) ( Daan Gene Co.Ltd(002030) ) stressed that the company has reserves of monkeypox virus related scientific research products, but there is no relevant certified reagent at present.
The above news also boosted the company’s share price. As of the closing on May 23, Guangdong Hybribio Biotech Co.Ltd(300639) closed up 6% to 23.67 yuan / share, with a market value of 10.4 billion yuan Pony Testing International Group Co.Ltd(300887) rose more than 6% during the session, and finally closed up 0.03% to 70.83 yuan / share, with a market value of 11.29 billion yuan; St Kehua closed up 5.02% to 9.21 yuan / share, with a market value of 4.737 billion yuan Daan Gene Co.Ltd(002030) closed up 7.47% to 19 yuan / share, with a market value of 26.67 billion yuan.
In addition to monkeypox detection, monkeypox treatment drugs have also attracted attention. In 2022, the anti smallpox drug tecovirimat was approved in Europe for the treatment of monkeypox. Some investors noticed that the official shopping mall of youngwei (301166) showed that a product called tecovirimat “tecovirimat” was on sale, saying that it was “only used for scientific research experiments and does not support clinical research”. In this regard, youningwei stressed that the products are only used for scientific research. The news allowed youningwei to gain a 20% limit, at 79.19 yuan / share, with a market value of 6.083 billion yuan.
Acrobiosystems Co.Ltd(301080) ( Acrobiosystems Co.Ltd(301080) ) was also asked by investors whether there was any API of tecovir. The company responded on the interactive platform that the company currently has no relevant raw materials and has not launched monkeypox related products.
institutions are optimistic about the vaccine sector
As monkeypox virus and smallpox virus are close relatives, the effective rate of vaccination against monkeypox is 85%, and smallpox vaccine has also become a hot spot for investors.
Citic Securities Company Limited(600030) introduction: acam200 and jynneos (also known as imvanex) are two smallpox prevention vaccines approved by the US Food and Drug Administration (FDA). Jynneos also obtained the indication license for monkeypox prevention in 2019. At present, it is the only monkeypox vaccine approved for marketing. Jynneos is a live virus preparation without replication. It is produced by Bavarian Nordic, a Danish vaccine company. The United States and Spain have ordered monkeypox vaccine worth hundreds of millions of yuan for emergency reserve.
Citic Securities Company Limited(600030) believes that the monkeypox incident has once again aroused everyone’s attention to the vaccine sector and is strongly optimistic about the investment opportunities in the vaccine sector.
Who are the manufacturers of smallpox vaccine in China? According to Guosheng securities, smallpox was announced to be eradicated all over the world in 1980. It is recommended that all countries stop vaccinating against smallpox. China stopped vaccinating against smallpox after 1981. In the 1920s, China successfully developed its own smallpox vaccine strain, which was named “Temple of heaven strain” because it was born in the temple of heaven divine music department.
Beijing Tiantan Biological Products Corporation Limited(600161) ( Beijing Tiantan Biological Products Corporation Limited(600161) ) once carried out smallpox vaccine business, but after two major asset restructuring in 2010 and 2017, Beijing Tiantan Biological Products Corporation Limited(600161) currently focuses on blood products and has no vaccine business.
Beijing Tiantan Biological Products Corporation Limited(600161) is a subsidiary of covid-19 inactivated vaccine R & D company, China biology. According to the news released by China biology on May 22, the company, as the national team of China’s biomedicine, has sealed the “cowpox” after the elimination of smallpox. Although the virus has been eliminated, the meritorious “cowpox” has been safely sealed up for emergencies.
