Monkeypox epidemic hit 12 countries, with more than 100 reported cases! Funds were the first to enter the market and stir fry A-share monkeypox concept stocks, and the list was released

Over the weekend, the news of monkeypox epidemic continued to ferment.

monkeypox virus spread arouses vigilance in many countries

According to the data of who on the 21st, 92 confirmed cases and 28 suspected cases have been reported in 12 countries without monkeypox virus since May 13, and there have been no deaths so far, Xinhua reported. The confirmed and suspected cases are mainly from the UK, Spain and Portugal, and the rest are distributed in Australia, Belgium, Canada, France, Germany, Italy, the Netherlands, Sweden and the United States.

Monkeypox cases often occur in West and Central Africa, but the confirmed and suspected cases reported so far do not have any travel history in monkeypox endemic areas, which is not normal. Who issued an early warning of monkeypox outbreak, saying that since cases have been found in many countries where monkeypox virus is not prevalent, more cases may be found in these countries and other countries in the future, and monkeypox virus will spread further.

Monkeypox is a viral zoonosis. The virus can be transmitted from animals to people through close contact. In general, human to human transmission of monkeypox virus is not common. However, who points out that human to human transmission is occurring in people in close physical contact with symptomatic cases. The UK health and Safety Authority said that there are new cases of monkeypox virus infection in the UK every day, and monkeypox virus has formed a community transmission.

Although for most people, monkeypox is a self limiting disease. But the disease can be fatal. Monkeypox virus has two branches: Central Africa (Congo basin) branch and West Africa branch. The risk of West Africa branch is usually lower than that of Central Africa branch. So far, all cases confirmed by PCR have been identified as the evolutionary branch of West Africa infected with the virus. ECDC said the case fatality rate of the West African branch was 3.6%.

At present, the US health department has taken relevant actions. After the first human case of monkeypox was reported in the United States this year, the U.S. health department has ordered millions of doses of monkeypox vaccine worth $119 million. US President Joe Biden said on the 22nd that monkeypox should be of concern, and the United States is studying available treatments and vaccines.

funds are the first to enter the market for speculation

On May 18, Bavarian Nordic, a Danish vaccine company, issued a statement saying that the company signed a contract worth hundreds of millions of dollars with the US biomedical advanced research and Development Agency (BARDA). The statement mentioned that the total contract with the US government is US $299 million and will provide 13 million doses of freeze-dried monkeypox vaccine. The first batch of vaccines is expected to be delivered next year (2023).

It is reported that Bavaria Nordic company is a pharmaceutical company producing monkeypox vaccine. At present, many countries have contacted the enterprise to buy the vaccine. In this context, Bavaria Nordic company (Bava) shares have soared continuously recently. On May 19 local time, the share price of the stock soared by 29.42%, and rose again by 18.36% on the 20th. Individual stocks have closed positive for four consecutive days, with a cumulative increase of 66.36%.

In addition, the relevant concepts of US stocks have also been hyped. On May 20, Eastern time, biopharmaceutical stocks of smallpox treatment drugs and vaccines soared. SIgA technologies soared 43.35% due to the company’s drug tecovir (ST-246) has been approved by FDA with a concentration of 0.01 μ Mol / L ST-246 inhibited 50% of monkeypox virus replication in vitro. Tonix pharmaceuticals rose 14.93%; Emergent biosolution rose 11.49%.

monkeypox stocks list released

Huashan infection pointed out that with the emergence of the epidemic in Europe and the United States, the risk of imported cases in China will increase accordingly. At present, people under the age of 40 generally have no immunity to monkeypox. Diagnostic methods and reagents should be developed in advance, and specific vaccines and antiviral drugs should be reserved to avoid being in a passive situation after cases.

Securities Times · databao integrated the relevant information on the market and sorted out a list of monkeypox concept stocks, with a total of 17 shares for readers’ reference only at present, there is no specific drug for the treatment of monkeypox. The drug tecovir approved by FDA can inhibit the replication of monkeypox virus in vitro. Aibixin, a subsidiary of yuningwei, sells such drugs

In terms of testing, Shanghai Zj Bio-Tech Co.Ltd(688317) , Sansure Biotech Inc(688289) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Daan Gene Co.Ltd(002030) , ST Kehua , etc. all indicate that they have relevant product reserves. In terms of vaccines, the study shows that tomorrow flower vaccine has about 85% effectiveness against monkeypox, and Beijing Tiantan Biological Products Corporation Limited(600161) has the technical reserve of smallpox vaccine Beijing Konruns Pharmaceutical Co.Ltd(603590) holds 5.63% shares of yourui medicine. Yourui pharmaceutical is the only cooperative company of Bavaria Nordic company in China and some parts of Asia.

Some companies explained the concept of monkeypox Changchun High And New Technology Industries (Group) Inc(000661) said that Changchun Baike, a subsidiary of the company, has chickenpox vaccine and no products related to monkeypox vaccine Shanghai Aladdin Biochemical Technology Co.Ltd(688179) said that the company does have a stock of cidofovir products, but most of them are used for research and development in laboratories with demand, not industrial raw materials.

From May 16 to 20, northbound capital adjusted the positions of some concept stocks. Among them, the substantial increase in holdings of Jiangsu Bioperfectus Technologies Co.Ltd(688399) and Zhejiang Jingxin Pharmaceutical Co.Ltd(002020) also reached 9.9%; At the same time, northbound funds chose to cash out Sansure Biotech Inc(688289) and Daan Gene Co.Ltd(002030) , with positions reduced by 20.67% and 7.72% respectively.

In terms of the performance of the first quarter report, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Humanwell Healthcare (Group) Co.Ltd(600079) net profit increased by 360.18% and 209.95% respectively year-on-year Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Shanghai Aladdin Biochemical Technology Co.Ltd(688179) all exceed 50%. The latest rolling P / E ratio of three shares is less than 10 times, which is Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) and Jiangsu Bioperfectus Technologies Co.Ltd(688399)

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