Home » Will the concept of new crown medicine spread again to benefit the API industry chain and welcome opportunities?There are mainly these 4 major hype lines_ Oriental Fortune Network

Will the concept of new crown medicine spread again to benefit the API industry chain and welcome opportunities?There are mainly these 4 major hype lines_ Oriental Fortune Network

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Yesterday, there was still a local active market in the concept of anti-epidemic. In the concept of new crown medicine,Chinese medicineIt rose more than 125% on the 10th,Minovar5 boards for 6 days,Peking University Medicine5 plates,Orient2 even plates,GuangshengtangHanyu PharmaceuticalUp more than 11%; in the concept of new crown detection,Beihua Co., Ltd.3 consecutive boards, ChiNext stocksLanwei Medicine3 boards in 4 days,Unionwayrose more than 15%.

In fact, the concept of anti-epidemic itself had a need for repair yesterday. The concept of new crown medicine also turned red in early trading, but the index continued to fall in the afternoon, and the concept of anti-epidemic was not immune to it. As of the close, the concept of new crown medicine closed down 1.97%, which is still higher than its own opening price, while the concept of new crown detection fell 3.78%. It can be seen that the concept of new crown medicine is stronger than the concept of new crown detection.

Since the concept of new crown drug is stronger than the concept of new crown detection, on the premise that its main line status has not changed, this pattern of strong and weak distinction may continue, so the concept of anti-epidemic should pay more attention to the concept of new crown drug.

Simply sort out the new crown drug hype line, mainly based onChinese medicineOrientFosun PharmaAs the representativePfizerSpecial medicine hype line, withPeking University MedicineYangtze River HealthBiotechrepresented by the Shionogi special medicine hype line, withTuoxin PharmaceuticalAoxiang PharmaceuticalUnrepresented real biological miracle drug hype line, withYiling PharmaceuticalAs the representativetraditional Chinese medicineHype line.

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On the news side, the concept of the new crown drug is spreading again. On March 15, the State Food and Drug Administration held a party group (expanded) meeting to promote the launch of new crown treatment drugs, and the API industry chain welcomes opportunities.The State Food and Drug Administration has previously approved the conditionalPfizerThe company’s new crown bd treatment drug nematevir tablet/ritonavir tablet combination package (ie Paxlovid) is imported and registered.PfizerIt expects to produce up to 120 million Paxlovid courses in 2022, with 30 million produced in the first half of the year and the remaining 90 million in the second half.Haitong SecuritiesLiu Wei said that caron acid anhydride and its derivative products need to be used in the Paxlovid synthesis process. According to Pfizer’s prediction, it corresponds to 360 tons of PF APIs.

In terms of timing, the three major U.S. stock indexes closed up collectively on Tuesday, the Dow rose 1.82%, the S&P 500 rose 2.15%, and the Nasdaq rose 2.92%. Popular Chinese concept stocks rebounded sharply.This may stimulate A-shares to open higher directly, and the backtest historical data found that historicallyShanghai IndexThe big negative line that closed down more than 2% for 2 consecutive days, the next day is likely to be repaired, so the concept of anti-epidemic today may also be repaired.

(Article source: Financial Associated Press)

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