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涨停不息!九安医疗50个交易日28板,新冠特效药概念还有哪些?

It goes up and down! Jiu'an Medical treatment has 28 boards for 50 trading days. What else does COVID-19 's concept of specific medicine have?

證券之星 ·  Jan 17, 2022 03:26

Today, the new crown drug concept plate collectively rose, a number of stocks within the plate, including Tuoxin Pharmaceutical, Guangshengtang, Shu Taishen, Hanyu Pharmaceutical, Haizheng Pharmaceutical and other stocks.

It is worth mentioning that Jiu'an Medical once again rose the limit today, which is already its fifth consecutive trading day, and its share price has also reached an all-time high.

Due to the recent evil stock price trend, Jiu'an Medical has received a series of fines from the Securities Regulatory Commission and constantly prompted trading risks, but this has not stopped the soaring rise of Jiu'an Medical.

Jiuan Medical's recent amazing performance has also put it at the top of the popularity list. Some netizens even lamented: "not a full warehouse of Jiuan is the biggest mistake!"

  So what makes COVID-19 's elixir become the current tuyere? Can COVID-19 's special medicine still get on the bus?

  The number of global diagnoses hit a new high

Recently, the Omicron mutant is having a significant impact on the development of the global epidemic. According to WHO, the number of new cases worldwide increased sharply from the end of December to early January and reached an all-time high. Since January 2022, the highest number of new confirmed cases of COVID-19 pneumonia in the world has exceeded 3.5 million, with a total of more than 300 million confirmed cases worldwide.

But at present, the mortality rate of COVID-19 infected patients is stable at less than 5%. According to public data, the recently prevalent Omicron new mutant strain, due to more mutations, has stronger infectivity, more significant immune escape and relatively mild toxicity observed, so it needs conventional COVID-19 specific drugs to improve the epidemic prevention system.

Reviewing the COVID-19 theme of each stage since the epidemic, from the comprehensive upsurge at the beginning of 2020, including epidemic prevention products such as gloves / masks, domestic testing reagents, and the transfer of the global industrial chain; to the COVID-19 vaccine in July-August; and then to the testing of exports and COVID-19 treatment drugs in the fourth quarter of 2021, the market continues to look for new logic and catalysis. At the current time, the global epidemic prevention and control is gradually normalized, and the follow-up catalysis of COVID-19 's treatment and testing to go to sea is expected to continue.

  Oral administration of medicine or the key to the prevention and treatment of the epidemic.

At present, the most important means of global response to the COVID-19 epidemic is vaccination. According to the data, the global average vaccination rate is 58%, the average vaccination rate in high-income countries and middle-and high-income countries is more than 75%, and the average vaccination rate in low-and middle-income countries is also 50%.

This means that the vast majority of people around the world have been vaccinated, but according to available serological and real-world data, the neutralization ability and protective effectiveness of two doses of COVID-19 vaccine against Omicron mutants have declined, resulting in a significant increase in new cases.

According to the 100-year history of influenza, the real means to protect human society from the effects of influenza is the combination of "influenza vaccine + oral specific drugs", especially the emergence of oral anti-influenza drugs (oseltamivir, etc.). After people are infected with influenza virus, they only need to take medicine and simple protection to maintain normal social activities.

Huachuang Research believes that since the prevention and control of the COVID-19 epidemic so far, vaccines alone cannot completely stop the spread of the virus, and oral specific drugs are the key to finally saving people from novel coronavirus's fear of infection and the last jigsaw puzzle to end the impact of the epidemic.

In fact, all countries are stepping up the research and development of a variety of COVID-19 drugs. At present, overseas, Pfizer Inc's protease inhibitor Paxlovid (Nirmatrelvir+ ritonavir) and Merck & Co Inc's polymerase inhibitor Molnupiravir have been approved by EUA to treat patients with mild coronary disease.

A number of domestic pharmaceutical companies have distributed a number of oral anti-COVID-19 drugs, which are at different stages of clinical development: the real biological Azvudine is in the clinical phase III; Junshi / Wangshanwangshui VV116 has entered the clinical research, and has been approved in Uzbekistan EUA; Goliath, Xiansheng, Zhongsheng and other companies' oral 3CL inhibitors are in the preclinical research stage, and are expected to enter the clinical phase in the next 6 months.

Compared with injectable drugs, oral administration is convenient, convenient for medical care and patients to use, mild patients take it at home by themselves, which is the lowest social cost; the target is conservative and still effective against mutated virus; the production cost and price are much lower than antibody drugs.

The first Securities Research report pointed out that COVID-19 's business deserves long-term attention. With overseas COVID-19 oral drugs listed one after another, domestic COVID-19 oral drugs are in urgent need of self-control. Xinguan oral medicine is expected to have a market of US $30 billion in developed countries in Europe and the United States, and the domestic supply chain business is expected to continue to grow.

Guosheng Securities also pointed out that the variation of Omicron spike protein can lead to a decrease in the interaction between neutralizing antibodies and vaccines, but has little effect on small molecular antiviral drugs. The combination of prevention and treatment of "COVID-19 vaccine + specific drugs" can really reduce the impact of the virus on normal social life. Small molecular oral drugs with definite curative effect and convenient use have great value in clinical application and commercial development.

  COVID-19 specific Drug concept Unit:

Junshi biology: the name of domestic COVID-19 specific drug is VV116, which is jointly developed by Junshi biology / Chinese academy of sciences Shen Jingshan. The drug type is small molecular drug, the target is nucleoside, the action principle is to block virus replication, and it is currently in clinical application submission.

Shutaishen: domestic COVID-19 specific drug name BDB-001, developed by Shu Taishen, the drug type is monoclonal antibody, the target is c5, the principle of action is to regulate the human immune system, is currently in the global II/III phase, has been submitted for domestic emergency authorization.

Public Pharmaceutical Industry: the name of domestic COVID-19 specific drug ZSP1603, developed by Zhongsheng Pharmaceutical Co., Ltd., the drug type is small molecule, is currently in phase Ib/IIa clinical study, the first subject has been enrolled in the group.

Guangshengtang: domestic COVID-19 specific drug has not yet been named, developed by Guangshengtang, the target is 3CL protease, the current progress is preclinical.

Red Sun Pharmaceutical: the name of domestic COVID-19 specific drug is Keguan No.1, the target is unknown, and the current progress is before scientific research.

Hanyu Pharmaceutical: in cooperation with the Institute of Microbiology of the Chinese Academy of Sciences to develop novel coronavirus polypeptide nasal spray, up to now and to complete the optimized screening of compounds and the pseudovirus neutralization experiment against novel coronavirus's two main popular variants, Zhu O'Micron mutant and Delta mutant.

Tuoxin Pharmaceutical Industry: uridine produced by the company is an important raw material for anti-COVID-19 drugs.

Frontier biology: the company received the "Drug Clinical trial approval notice" approved and issued by the State Drug Administration, and the application was approved in the clinical bridging trial of anti-novel coronavirus drug injection FB2001.

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