Who will ultimately benefit? Abidol, darunavir and readcivir ignite the capital market

From the diagnosis of the first case to the large-scale outbreak of the epidemic, and then to the frenzied robbery of all kinds of drugs that can "effectively treat new pneumonia" circulated on the Internet, it fully reflects the importance of the epidemic At one time, many kinds of prevention and treatment methods, such as Ganmaoling, Shuanghuanglian and anti influenza drugs, were not unanimously accepted by the medical community Until recently, the two good news came late According to the people's daily, in the afternoon of February 4th, Lan Juan, member of the China National Engineering and Health Commission's senior expert group and academician of the Chinese Academy of engineering, and her team announced in Wuhan that drugs such as the drug that were able to inhibit the new crown virus in vitro tests, such as the Al - do and Da Lou Bernard Vee Novel coronavirus pneumonia responded to the progress of clinical trials of the new most potent drug of Li Lanjuan's disease, the new crown pneumonia, which was most commonly concerned by the academician of the He said he has reached an agreement with China's health sector to support two clinical trials on 2019-ncov infected people to determine the safety and effectiveness of ridcivir as a potential treatment for coronavirus Many kinds of drugs are expected Who is the "God drug" of pneumonia According to media reports, Li Lanjuan and his team initially found that abidol could effectively inhibit the coronavirus by 60 times and the pathological effect of the virus on the cell compared with the untreated control group at the concentration of 10-30 micromol; darunavir could significantly inhibit the replication of the virus at the concentration of 300 micromol, compared with the untreated control group The inhibition efficiency was 280 times Novel coronavirus pneumonia diagnosis and treatment plan (trial version sixth) is recommended to be included in the two National Health Commission The two novel coronavirus infections have been used in Zhejiang province for the treatment of pneumonia Among them, abidol is an anti influenza drug invented by Soviet scientists, and darunavir is an anti AIDS drug And Reed's benefit novel coronavirus pneumonia may benefit from the treatment of new crown pneumonia in the United States and its large amount of data for the treatment of Ebola virus accumulation As a novel coronavirus, it has rarely jumped directly into the one or two phase clinical trial in China, and has entered the three phase directly The first batch of cases has been in the same position The first severe coronavirus infected severe pneumonia patients are also formally accepted today Therefore, at present, the three drugs may all compete on the same line, and they are all used to treat the expansion of indications of new coronavirus pneumonia The final results need to be determined according to the three phase clinical trials At present, there are different views on the impact of the epidemic development on the economy at home and abroad Overseas institutions have different views on the impact of the epidemic compared with domestic institutions As far as the overall economy is concerned, the A-share market will continue to face a downward trend in the future However, domestic institutions are relatively optimistic about the decline of the economy They believe that the market recovery is the trend in the future At present, it is just the right time to enter the market Many securities institutions believe that with the change of various epidemic data in recent days, the confirmed cases have a downward trend and the cured cases have a rapid increase It seems that the epidemic situation in the country is gradually under control, but this seems to be due to the increased prevention and control efforts in various regions Before there is no exact treatment plan, the negative impact of the epidemic on economic data may continue for a while Time, the impact of the epidemic on the market has not been completely dissipated, and the market is still likely to pull back when the follow-up news surface changes "New pneumonia" drug changes, which enterprises or will benefit from the smell of the capital market is always so sensitive Li Lanjuan, the forefoot, just announced the effective coronavirus drugs, and the related concept stocks of the backfoot stock market have appeared The enterprises related to abidor and darunavir are widely sought after by the capital market Source of abidor's picture: according to the data of pharmaceutical intelligence - database of Chinese drugs on the market, up to now, there are 7 national drug registration numbers, and 6 enterprises produce abidor's drugs The product names include "abidor hydrochloride tablets", "abidor hydrochloride granules", "abidor Hydrochloride Capsules", "abidor hydrochloride dispersible tablets", etc Among them, Shijiazhuang zhongshuo pharmaceutical only produces "abidol hydrochloride" API, while Jiangsu Wuzhong Pharmaceutical Group produces API and "abidol hydrochloride tablets" manosu There are only three listed companies in the design, namely, Shiyao group, Jiangsu Wuzhong group and shisiyao group Jiangsu Wuzhong picture source: Dongfang fortune.com On February 4, the company disclosed that abidol hydrochloride tablet is one of the products in production and sale of Wuzhong pharmaceutical, a wholly-owned subsidiary of the company From January to September 2019, the sales revenue of abidol hydrochloride tablet of Wuzhong pharmaceutical was 16.028 million yuan, accounting for 1.06% of the operating revenue of the listed company; in the same period of 2018, the sales revenue was 5.839 million yuan, accounting for 0.42% of the operating revenue of the listed company, and the sales revenue of the drug accounted for the listed company The proportion of operating income is very small Photo source: according to the official website of Jiangsu Wuzhong enterprise announcement, the company's production line has not been stopped and overtime production has been carried out during the Spring Festival Due to the limited start-up of Spring Festival and other factors, the upstream chemical API is out of stock On January 27, a special line truck filled with 80000 boxes of Qixiao (abidol hydrochloride tablets) started from the first manufacturing center of Shiyao group and arrived in Hubei Province, where the epidemic was the most serious Up to now, there are 130000 boxes of Qixiao (abidol tablets) given by Shiyao group Photo source: Shijiazhuang siyao group announced on the official website of Shijiazhuang siyao group that the guideline for the diagnosis and treatment of pneumonia caused by 2019-ncov infection will be included in the recommended diagnosis and treatment plan and become a new growth catalyst of Shiyao group The bank expects the drug to achieve sales of at least HK $50 million to HK $60 million in 2020 (about HK $10 million in the past week, compared with HK $1 million in January 2019), and the annual sales of the drug is expected to reach HK $100 million in the future due to the improved awareness of the brand of patients after the outbreak Photo source: intelligence data Novel coronavirus data in 2019, the national winning database shows that the number of successful bid in Jiangsu Wuzhong pharmaceutical company is comparable to that of the stone four drug group If the company is scheduled to enter the new pneumonia diagnosis and treatment plan for the new coronavirus infection (trial version sixth), or the clinical trial results are ideal, it is expected that the relevant sales volume and stock market will increase in 2020 In addition, many circulation listed enterprises have "followed the trend", and have burst out the relevant announcements with abidor and darunavir On February 5, LiuYao said on the interactive platform that the company currently operates abidor and darunavir The company has maintained good cooperation with the above-mentioned drug suppliers for a long time, with mature and stable channels On that day, the company's share price rose 8.53%, once touched the trading limit, and finally closed at 37.65 yuan / share; Ruikang pharmaceutical also said on the interactive platform that the company is concerned about the research results released by Academician Li Lanjuan At present, the company has abidor on sale and sufficient inventory; it has a long-term cooperative relationship with darunavir manufacturing enterprises, with smooth purchase and sales channels, and can respond to the use needs of medical institutions at any time On February 5, Ruikang pharmaceutical closed its trading limit, with the latest share price of 7.72 yuan / share Darunavir, while darunavir, cobistat tablet is currently only one of Xi'an Janssen Pharmaceutical Co., Ltd under Johnson & Johnson The product name of the company's darunavicobistah tablet is puzeli, which is mainly used for AIDS treatment and was officially approved for listing in China on July 23, 2018 At present, there are no domestic enterprises producing darunavir, only listed companies producing intermediates and APIs of darunavir Among many Geely related enterprises, one of the most prominent ones is Jiuzhou pharmaceutical, which is engaged in pharmaceutical research and development services Since the opening of trading after the festival on February 3, it has risen from 14.39 yuan to 20.46 yuan According to the original calculation of 803 million circulating shares, the market value has increased by 4.8 billion yuan It turns out that Gilead company is one of the customers of Kyushu pharmaceutical industry When one person gets the right way and the dog rises to the sky, the masses naturally connect the two In 2018, the revenue of Jiuzhou pharmaceutical industry reached 1.862 billion yuan, 59.2% of which came from overseas Customers include Novartis, Gilead, zoetis, Roche, Sandoz, mylan, Teva, Meiji and other international pharmaceutical giants At the same time, Jiuzhou pharmaceutical also seems to have patents on related substances and their preparation methods Because it involves the R & D and production of the main API, this patent is likely to be the patent for the preparation of the API of darunavir Photo source: Yaozhi patent is connected with Jiuzhou pharmaceutical industry, and there seems to be a good reason for the rise However, according to the notice on stock trading risk issued by Jiuzhou pharmaceutical on February 5, although the company and Geely started to cooperate in 2011, they have provided cdmo services for a variety of pharmaceutical intermediates But what can make nothing of it novel coronavirus pneumonia is also clear in the announcement that the two sides have not carried out substantive cooperation on the new coronavirus pneumonia in the research drug Remdesivir (Reed West Wei) That is to say, the Reed West Wei fire seems to have no substantive connection with Jiuzhou pharmaceutical industry "Pit" and "profit" coexist in capital market, rational treatment is the key Novel coronavirus pneumonia is now expected to be a new drug for all new people It is no ground for blame to open up a new type of pneumonia It is a good idea to take the drug into clinical trials It is a way to keep the rules in place It will only make the epidemic control uncontrolled in the short term As for the doubts of many people in the industry, we only need to constantly test them in practice and constantly seek more stable methods However, in the market economy market, in the face of many enterprises participating in the control of "epidemic situation", investors still need to polish their eyes, rationally look at the actual impact of the epidemic situation on enterprise management, and avoid stepping on thunder innocently Finally, I hope that all of us will have a good wish and pray that medical workers can find a way to overcome the virus as soon as possible and work together to overcome the difficulties Penicillin statement: this opinion only represents the author, not the position of yaozhi.com, welcome to exchange and supplement in the message area; 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