Original title: Omi Keron mutant strain can be detected Jiu’an MedicalHit the daily limit again, the new crown detection plate soared
In early trading on January 7, the new crown detection sector opened higher. As of press time, the new crown detection sector rose by more than 3%.Thermal Scene Biology20CM daily limit,Anxu BioRose more than 19%, and anotherAotai Bio、Wanfu Biological（300482）、Master BiologyIt rose more than 10%. In addition, Jiu’an Medical (002432) had a preliminary daily limit in early trading.
Recently, the number of confirmed cases of new crown in a single week in the world has reached a new high. WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference on December 29, local time that the mutant strains of the new crown Omi Keron and Delta posed a “dual threat” to the epidemic. Therefore, the number of confirmed cases of the new crown in various countries is still the highest. The high levels have again led to a surge in the number of hospitalizations and deaths. Beginning in late November, the epidemic has spread in many places in the country, and the detection of new crowns in key populations has become an important part of the epidemic prevention work. Some areas have even carried out large-scale new crown virus detection and screening, which has driven the growth of the demand for testing preparations. The agency pointed out that as Omicron, which has a large number of mutations and may be more contagious and harmful, is discovered in South Africa, the United States further promotes home self-test products, and the upcoming spring semester in January next year will continue to stimulate the demand for new crown testing. Based on the judgment of future industry trends, it is estimated that the combined size of the new crown detection market in Europe and the United States is expected to reach 3.391 billion US dollars in 2022, equivalent to approximately 22 billion yuan.
Yesterday evening, Hotview Bio-Bio released an announcement on the pre-increasing of annual results for 2021. It is expected that the net profit attributable to the owners of the parent company will be 2 billion to 2.35 billion yuan in 2021. Compared with the same period of the previous year (statutory disclosure data), it will be An increase of 1.888 billion yuan to 2.238 billion yuan, a year-on-year increase of 1684.65% to 1996.97%.
The company said that in 2020, affected by the new crown epidemic and the late certification of domestic new crown antibody detection reagents, the company’s operating performance is relatively small, resulting in a small comparison base with 2021. In 2021, in the first half of the year, the company’s new coronavirus antigen detection kit was certified by the German Federal Institute of Medicines and Medical Devices (BfArM) for home free testing, and can be sold in German supermarkets, pharmacies, Internet stores, etc. This led to an explosive growth in the company’s foreign trade orders in the first half of the year.
In the second half of the year, the company’s new coronavirus antigen assay kits have obtained the self-test registration/filing of major economies such as the European Union CE, the British MHRA, and the French ANSM. Due to the impact of mutation, the COVID-19 epidemic in Europe, Southeast Asia and other countries and regions has remained high, leading to a substantial increase in the demand for COVID-19 detection reagents, achieving a substantial increase in the income of overseas COVID-19 detection reagents; resulting in a significant increase in the company’s performance in 2021 compared to the same period last year Scale growth.
Also yesterday evening, Jiu’an Medical’s evening announcement stated that the company had received the RADx (Rapid Acceleration of Diagnostics) project from the National Institutes of Health (NIH) arranged by the US FDA on the evening of January 5, 2022, Beijing time. The test performance report of the iHealth New Coronary Antigen Home Self-Test OTC Kit (iHealth-Covid-19 Antigen RapidTest) against the Omicron mutant virus. The experiment was conducted on December 26, 2021, US time, and the report was issued on January 4, 2022, US time.
The report showed that the iHealth-Covid-19 Antigen Rapid Test detected 100% of the Omicron active virus samples with a maximum CT value of 21.59 (n=5) in the experiment.
Since November 2021, as Jiu’an Medical disclosed that “the company’s US subsidiary iHealth’s home-use self-test OTC kit for new crown antigens has been authorized by the US FDA EUA”, the company’s stock price has “flyed into the sky”. It soared nearly 9 times in two months, and the highest was 59 yuan.
Essence Securities pointed out that the global new crown detection volume fluctuated at a high level, and the prosperity continued. Looking back at the number of new tests added every month in Europe and the United States in the past 23 months, the emergence of new variant strains, the promotion of home self-test products, and the liberalization of quarantine policies have greatly promoted the scale of the new crown test market. With the discovery of Omicron, which has a large number of mutations and may be more contagious and harmful, in South Africa, the further promotion of home self-test products in the United States, and the upcoming spring semester in January next year, the demand for new crown testing will continue to be stimulated.
Based on the judgment of future industry trends, it is estimated that the combined size of the new crown detection market in Europe and the United States is expected to reach 3.391 billion US dollars in 2022, equivalent to approximately 22 billion yuan. It is recommended to pay attention to core COVID-19 testing vendors that have publicly shown that they have Omicron testing capabilities and strong export capabilities.