(Original title: Aoxiang Pharmaceutical announced that it signed a framework agreement with Real Biology after the stock price rose by the limit for two consecutive days)
An oral drug under development for the new crown has brought out several “gossip objects” of A-share cooperation.
On the evening of May 10, Aoxiang Pharmaceutical (603229) disclosed a stock transaction transaction announcement, stating that its wholly-owned subsidiary had signed a contract with Henan Real Biotechnology Co., Ltd. (hereinafter referred to as Real Bio) for the processing and production of Azvudine tablets. related agreements.
Prior to this, Xinhua Pharma and China Resources Shuanghe had officially announced that they had signed a strategic cooperation agreement with Real Bio. After the announcement of the cooperation, the share price of China Resources Shuanghe has risen by the limit for two consecutive days; Xinhua Pharma has recorded a daily limit of 10 in the last 12 trading days in the last 8 trading days.
Respond to stock price movements
The latest announcement of Aoxiang Pharmaceutical stated that some media recently listed it as a new crown concept stock. After verification, Qizheng Pharmaceutical, a wholly-owned subsidiary of the company, has recently signed an “entrustment agreement” with Real Biology on the processing and production of azvudine tablets. Processing and Production Framework Agreement and Drug Entrusted Production Quality Agreement.
However, the above agreement is a framework document for cooperation between the two parties, which is not binding, does not involve the specific transaction amount, and does not meet the information disclosure standards.
“As for the Azvudine products involved in the above agreement, the holder of the marketing license is Real Bio, and Qizheng Pharmaceutical does not enjoy its ownership, but is only a commissioned processing and production enterprise.” Aoxiang Pharmaceutical stated that the specific order plan, settlement method, The delivery deadline, etc., need to wait until Azvudine is approved before signing the corresponding contract. There is uncertainty as to whether the two parties can finally sign the corresponding contract and the time of signing.
In addition, the related tablet production lines of Qizheng Pharmaceutical Co., Ltd. must pass the GMP compliance inspection and obtain the C certificate of the drug production license before the commissioned production of listed drugs.
“Azivudine will be approved by the State Food and Drug Administration for the treatment of HIV in 2021. Currently, the new clinical trial is for the anti-new coronavirus indication. The results of the clinical trial of the new indication have not been publicly released, and have not been approved by the State Food and Drug Administration. Bureau approved.” Aoxiang Pharmaceutical believes that this cooperation may be affected by factors such as macroeconomic environment, industry policy, market environment, management and operation, and the future benefits of cooperation are uncertain.
On May 6, May 9, and May 10, the closing price of Aoxiang Pharmaceutical’s stock increased by more than 20% in the three consecutive trading days, and the daily limit was on May 9 and May 10. As of the close on May 10, Aoxiang Pharmaceutical’s share price closed at 86.53 yuan per share, with the latest market value of 24.84 billion yuan.
Real Bio partner shares hit record high
There is not only one partner for real creatures. On the evening of April 26, Xinhua Pharma issued an announcement stating that Xinhua Pharma signed a “Strategic Cooperation Agreement” with Real Bio, and Real Bio agreed to Xinhua Pharma’s azvudine and other products in China and other countries agreed by both parties. Manufacturers and distributors.
Shortly thereafter, Xinhua Pharma issued an announcement stating that the two parties had reached only a preliminary strategic cooperation agreement, “There has not been any specific cooperation agreement for related products signed, and this strategic cooperation agreement is not exclusive, and Xinhua Pharma is not the only cooperation with Real Bio. “.
On May 10, Xinhua Pharmaceutical opened the daily limit again, and its stock price hit a record high, closing at 20.11 yuan per share. In the last 12 trading days, Xinhua Pharmaceutical has achieved 10 daily limit.
Another company, China Resources Shuanghe, announced on the evening of May 8 that it signed a strategic cooperation agreement and a framework agreement for the entrusted processing and production of Azvudine tablets with Real Bio. Expand cooperation in aspects and fields.
China Resources Double Crane stated that in response to the entrusted processing of the above-mentioned azvudine products, the company has submitted an application for the issuance of a drug production license C certificate to the Beijing Municipal Drug Administration and has been approved. It has the production capacity and quality of the entrusted processing of the product. Guaranteed ability. In the follow-up, Real Bio will submit an application for the issuance of a B-certificate of drug production license for “increasing production addresses” to the relevant departments.
Since March, the share price of China Resources Shuanghe has risen from a low of 11.29 yuan per share to a maximum of 33.18 yuan per share, the largest increase nearly doubled. As of the close on May 10, the share price of China Resources Shuanghe closed at 33.18 yuan per share, with the latest market value of 34.61 billion yuan.