A news that Chinese scientists found that fenugreek can inhibit the new coronavirus has continued to ferment in recent days, which has attracted widespread attention in the market. On May 16th, A-share related concept stocks also rose sharply, and many stocks such as North China Pharmaceutical (600812) reached the daily limit of “one”, and Qianjin Tensu concept stocks became the “topic king” in the capital market. However, on the evening of the same day, North China Pharmaceutical and other stocks clarified that the company does not have any products related to fenugreek. In addition, the research has not yet undergone clinical trials. In the opinion of industry insiders, it is still far from the launch of fenugreek as a new crown drug and there is great uncertainty. Investors should pay attention to the risk of speculation.
Concept stocks set off a rising tide
On May 16, a number of Qianjintansu concept stocks closed at the daily limit. Among them, North China Pharmaceutical, Fangsheng Pharmaceutical and other stocks had the daily limit of “one”.
Judging from the increase, on May 16, Bio Valley, a stock on the North Exchange, rose the most, up 29.97%. The trading market shows that on May 16, the daily limit of Bio Valley opened, and the daily limit was reported to be 12.88 yuan per share. After the opening, the daily limit of Bio Valley was opened twice, and it rose again shortly after. Since then, it has maintained the daily limit until the close.
Stocks such as North China Pharmaceutical and Fangsheng Pharmaceutical have the daily limit of “one”. On May 16, North China Pharmaceutical reported a daily limit of 8.13 yuan per share, an increase of 10.01%, a total market value of 13.95 billion yuan, a full-day turnover of 61.67 million yuan, and a turnover rate of 0.47%.
On May 16, Fangsheng Pharmaceutical also opened the daily limit and maintained the daily limit until the close. As of the close of the day, Fangsheng Pharmaceutical reported 7.58 yuan per share, an increase of 10.01%, the total market value was 3.255 billion yuan, the transaction amount on the day was 270 million yuan, and the turnover rate was 8.31%.
According to the news, recently, Professor Tong Yigang, Dean of the School of Life Science and Technology of Beijing University of Chemical Technology, has obtained a national invention patent for a research on fenugreek. The patent specification shows that 10 μM (micromol/L) of fenugreek tablets inhibits the replication of coronavirus by 15,393 times. Tong Yigang said that from the current research data, the drug’s ability to inhibit the new coronavirus ranks high among all the new coronavirus inhibitors discovered by humans.
It is worth noting that fenugreek is still in the drug discovery stage and has not yet undergone clinical trials. Tong Yigang also posted on social platforms a few days ago that it will take some time for new drugs to reach the clinic and be launched.
After the concept of fenugreek took the air, investors expressed keen attention to whether companies in the pharmaceutical industry were involved in the fenugreek business. On May 16, there were more than 200 investor questions and answers searched on the interactive platform of Shenzhen Stock Exchange with Qianjintansu as the keyword.
For example, Shuangcheng Pharmaceutical, Changjiang Health and other companies have clarified that the company is not involved in the fenugreek business. Rhine Biotech said, “At present, the company’s products and processes do not cover the extraction of phyllostachys, but the company has extraction technology reserves for similar products.”
In an interview with a reporter from Beijing Business Daily, independent economist Wang Chikun said that my country’s attitude towards controlling the new crown epidemic and the emergency review and approval of new crown treatment drugs in accordance with the special drug approval procedures have provided a huge market for the concept of new crown oral drugs. The super dividend is expected to promote the strong trend of domestic new crown drugs and other concepts in the secondary market.
However, Wang Chikun also pointed out that pharmaceutical research and development is an unknown, long-term, complex and systematic project. There is uncertainty as to whether fenugreek can become a new crown treatment drug, and investors should pay attention to the risk of market speculation.
North China Pharmaceutical and others are busy issuing clarification announcements
After the related concept stocks experienced a stir, North China Pharmaceutical, Qianjin Pharmaceutical and other stocks were clarified on the evening of May 16.
North China Pharmaceutical said that recently, the company noticed that some media reports mentioned that “North China Pharmaceutical and the expert team have technical cooperation related to phyllostachys”. According to the company’s verification, at present, the company has not carried out technical cooperation with the relevant expert team, and the company has no related products.
It is worth mentioning that in 2021, North China Pharmaceutical will experience a decline in both operating income and attributable net profit, of which attributable net profit will drop by more than 80% year-on-year.
Financial data shows that in 2021, North China Pharmaceutical’s operating income will be about 10.38 billion yuan, a year-on-year decrease of 9.64%; the corresponding attributable net profit will be about 18.73 million yuan, a year-on-year decrease of 80.76%.
In the first quarter of this year, North China Pharmaceutical’s attributable net profit rebounded. The operating income achieved during the reporting period was approximately 2.543 billion yuan, a year-on-year decrease of 6.25%; the corresponding realized attributable net profit was approximately 13.68 million yuan, a year-on-year increase of 123.92%.
According to the data, North China Pharmaceutical is mainly engaged in the research and development, production and sales of pharmaceutical products. The company’s products involve chemical pharmaceuticals, modern biotechnology drugs, vitamins and health consumer products, bio-agricultural veterinary drugs and other fields, covering more than 700 product specifications such as anti-infective drugs, biotechnology drugs, cardiovascular and cerebrovascular and immunomodulators, vitamins and health consumer products. .
In response to company-related issues, a reporter from Beijing Business Daily called North China Pharmaceutical’s board secretary office for an interview, but no one answered the other party’s phone.
In addition, Qianjin Pharmaceutical was also blindly hyped due to the “Qianjin” in the abbreviation of its securities. It closed at the daily limit on May 16. In the evening of that day, Qianjin Pharmaceutical also clarified that the company did not produce and sell Qianjin Phera.
Qianjin Pharmaceutical stated that the main component of the company’s main product, Fuke Qianjin Tablets, is the alkaloid extracted from dried cane; isoquinoline alkaloids. The two are not the same substance, and there are great differences in chemical structure and pharmacological effects.
Aladdin said that in 2021, the total sales of the company’s product “Qianjintiansu” will be about 10,200 yuan, and the current sales of this product have not changed significantly compared with previous years. In addition, the company’s products are used for research and development in laboratories of enterprises in various fields, colleges and universities, and scientific research institutes that have research and development needs, and are not industrial raw materials.
Beijing Business Daily reporter Dong Liang Ding NingReturn to Sohu, see more
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