Original title: From the detection to the treatment of the new crown concept, the popularity of the new crown has not decreased, and many companies have announced the latest progress of the drugs under development
Beijing News (Reporter Zhang Xiulan) The new crown treatment concept section, which has been popular for several days, has undergone new changes. January 20,straight flushThe new crown treatment sector declined slightly, and the new crown testing sector rebounded slightly.Jiu’an MedicalSuch stocks are still harvesting the daily limit. The new crown treatment drugs of the two technology paths have enterprise layouts, and many local companies have announced the latest progress of their research drugs and the sales of testing products. Some research reports believe that the market in developed countries in Europe and the United States is expected to be at the level of 30 billion US dollars, and the annual (reserve) demand for domestically produced new crown oral drugs is also expected to reach the level of 100 million people.
Nearly 30 new crown antibody drugs are in the early research stage
After the opening of the market on January 20, the popularity of the new crown treatment sector continued, but by the end of the market, the sector had declined slightly by less than 2%, and onlyJunshi BiologyWait for 5 stocks to rise,Tuoxin PharmaceuticalHarvest daily limit. On the previous trading day, Flush’s new crown treatment sector rose by more than 3% as a whole. Among the 19 concept stocks, 11 stock prices rose. Fuxiang Pharmaceutical,Pinnacle GroupWait for stocks to go up.
The latest news disclosed by Grand Pharmaceuticals has undoubtedly added fire to the heat of the new crown treatment sector. On the evening of January 18, Grand Pharmaceuticals disclosed that the Phase IIa clinical study of STC3141, an innovative drug under development in the field of severe infection in the treatment of severe COVID-19 in Europe, has completed the administration and follow-up of all enrolled patients. Outcome rates are expected to be good.
In addition to the popularity of the capital market, the prospect of the new crown treatment drug market has also attracted many companies to enter the market. The data shows that the price of each course of new crown oral drugs listed overseas is about 530-700 US dollars.Southwest SecuritiesThe research report predicts that the global oral new crown drug market will be billions to tens of billions of dollars. Huachuang Securities predicts that the market in developed countries in Europe and the United States is at the level of 30 billion US dollars; the annual (reserve) demand for domestically produced new crown oral drugs is expected to reach the level of 100 million people (taking the 2019 influenza drug oseltamivir sold in China for over 100 million people). Compared).
Antibodies and small molecules are two conventional technical paths for new crown drug development. On December 8, 2021, the State Food and Drug Administration approved the launch of Ambavirumab injection and romisevirumab injection, a subsidiary of Tengsheng Biopharmaceutical Holdings, becoming my country’s first new coronavirus with independent intellectual property rights Neutralizing antibody combination therapy drugs; in September 2021, Junshi Bio’s ectelezumab and banivirumab double-antibody therapy received emergency use authorization from the U.S. Food and Drug Administration (FDA), adding prevention on the basis of treatment COVID-19 virus indications. In terms of antibody drugs alone, as of the end of 2021, there are nearly 30 COVID-19 neutralizing antibodies in the early research stage before Phase II clinical trials in China.
In terms of small molecule drugs, Junshi Bio’s drug VV116 has been approved for clinical use. On December 31, 2021, Junshi Bio announced that the Ministry of Health of Uzbekistan has granted emergency use authorization for its oral nucleoside anti-new coronavirus drug VV116 for the treatment of 2019 new coronary pneumonia. On January 14, Genting Xinyao announced that it will globally develop and commercialize a group of 3CL protease inhibitors from the Singapore Experimental Drug Research and Development Center, which is expected to become a class-leading oral anti-coronavirus drug; on January 10,Yuekang PharmaceuticalAnnounced the signing of a technology transfer contract with the Institute of Pathogen Biology, Chinese Academy of Medical Sciences to jointly develop a broad-spectrum coronavirus membrane fusion inhibitor polypeptide drug for novel coronavirus pneumonia.
At the same time, many companies issued risk warnings.Hanyu PharmaceuticalThe announcement of stock price changes on January 18 indicated that the company cooperated with the Institute of Microbiology of the Chinese Academy of Sciences to develop a new type of coronavirus polypeptide nasal spray drug, and the follow-up needs to carry out live virus experiments, preclinical research, clinical research, There is a risk that the clinical progress and effectiveness will not meet expectations in multiple links such as pharmaceutical research and market promotion.Essence PharmaSince December last year, it has gained more than ten daily limit prices, and the company has issued several stock price change announcements in succession.GuangshengtangIt also announced on January 17 that the anti-new coronavirus small molecule oral innovative drug project of the holding subsidiary Fujian Guangsheng Zhonglin Biotechnology Co., Ltd. is still in the preclinical research stage, and the research and development of new drugs has high risks, high investment and long cycle. specialty.
A number of biopharmaceutical companies disclosed the progress of antigen detection products
The new crown detection sector rose against the trend near the close, with an overall increase of less than 1%. In the previous trading day, the new crown treatment sector of Flush Flush fell by 1.37%. Jiu’an Medical, which has led the gains many times, fell 5.27%. After gaining 28 boards in the past two months, it fell for two consecutive days. However, on January 20, Jiu’an Medical once again reached the daily limit.
After suggesting that Tianjin should use a combination of “nucleic acid test (diagnosis) + home self-test (screening)” (1+1) to block the spread of Omicron, Jiu’an Medical received the attention of the capital market, and several new crown Testing companies have also followed up, and have disclosed the progress of their own antigen testing-related products, especially sales in overseas markets.
January 20,Matilda BioAccording to the interactive platform, the company’s new crown nucleic acid detection reagents have successively won the bid for the centralized procurement of new crown nucleic acid detection reagents in nearly 30 provinces across the country, and more than 1,500 new users of secondary and above medical institutions have been added. Overseas sales are mainly antigen detection reagents, new crown nucleic acid detection reagents Supplemented by reagents, the main sales areas of new crown antigen detection reagents are Germany, France, Austria and other countries in Europe and Vietnam, Malaysia and other countries in Southeast Asia.
January 19,Dean DiagnosticsAccording to the interactive platform, the company’s own novel coronavirus antigen detection kits have been sold in Germany, Austria and other European countries. At present, overseas expansion is relatively smooth, and the overall revenue is still small; on the same day,Nine strong creaturesIt also said that the company is currently actively promoting the FDA application for antigen detection kits; the company has obtained CE certification in Zongkang, and the medical versionantigen cardCE certification has been obtained, and the new coronavirus antibody detection kit (latex immune turbidimetry) has been sold in Italy and other countries, and the overseas sales prospects are optimistic.
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Responsible editor: Li Moxuan