On January 20, n Chengda landed on the gem. After the “calm” morning trading, the company’s share price rose rapidly in the afternoon, once soared by nearly 150%. The temporary stop was triggered twice in the session, and finally closed up 76.85% to 128.55 yuan / share.
If the intraday increase is the largest, the single signature can earn up to 53700 yuan. even with the recent breaking of new pharmaceutical shares, Chengda pharmaceutical has been able to stand out and become the new share with the highest single signing income in the year.
Figure | according to the maximum increase on the first day (intraday) of listing, the top five new shares with the highest single signing income in 2022 (excluding Beijing stock exchange)
covid-19 therapeutics attracted a lot of attention in the upstream sector, with many stocks reaching a new high
The share price rose sharply on the first day of listing, which may be related to the company’s business involving covid-19 therapeutic drugs.
Chengda pharmaceutical is mainly engaged in cdmo services for key pharmaceutical intermediates, and is also a provider of barretinib API; From the perspective of scientific mechanism, baretinib has therapeutic effect on severe patients with covid-19 (for details, see: it has miraculous effect on severe patients with covid-19? This rheumatic drug has been specially recommended by who, and the Chinese raw material manufacturer will be on the market soon).
In addition, several stocks in the field of covid-19 therapeutic drug intermediates / raw materials rose significantly today, including senxuan medicine, Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Kaili Catalyst & New Materials Co.Ltd(688269) . if the timeline is extended, most of them hit a recent high today.
Today, the covid-19 epidemic has entered the “Omicron era”. According to recent statistics, the United States, France, Italy, India and Spain are the five countries with the largest number of newly confirmed cases; Omicron accounts for about 80% of the newly added strains in the above-mentioned countries, and has replaced Delta as the mainstream strain.
Sinolink Securities Co.Ltd(600109) believes that the overall prevention and treatment of covid-19 epidemic needs a three pronged approach, combined with covid-19 vaccine, neutralizing antibody and small molecule drugs, from the three directions of pre infection prevention, mild treatment and severe treatment.
Among them, drug treatment has always been a major focus of attention. Since the outbreak of covid-19, seeking effective drug treatment has been a priority. Zhongtai Securities Co.Ltd(600918) believes that compared with macromolecular drugs, small molecule oral drugs have multiple advantages, and oral covid-19 drugs are expected to become a more convenient treatment option and game changer in the future.
Sinolink Securities Co.Ltd(600109) according to the above report, can focus on five main epidemic lines at present, of which it is recommended to focus on the first two: ① small molecule cdmo industrial chain and its upstream of fine chemicals; ② Epidemic detection, mainly covid-19 detection kit suppliers; ③ Other upstream supply chains related to covid-19, including suppliers of antigens, antibodies, enzymes, plasmids, etc; ④ Epidemic related innovative drug R & D enterprises; ⑤ Other epidemic related, such as vaccine R & D enterprises and other anti epidemic equipment / consumables suppliers.
however, some enterprises remind investors to be cautious.
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) said that the company was not in the list system of qualified suppliers of MSD, did not sign any cooperation agreement with MSD, had no cooperative relationship with MSD, and did not supply uridine products to MSD. As a pharmaceutical intermediate, the production process of uridine is relatively mature, and there is no high technical barrier and market access threshold. In 2020 and the first three quarters of 2021, uridine products accounted for 11.02% and 9.63% of the company’s revenue in each period respectively, which had little impact on the performance. At present, the company has no orders for uridine in hand.
Similarly, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) also proposed that at present, the revenue of core intermediates such as mopiravir and redsiwade accounts for a relatively small proportion, which has not had a significant impact on the company’s performance.
