Junshi Bio - domestic oral liquid, bet on a cash cow

Simply write the whole logic

The A-share hype of the new crown drug probably began on November 4

The first is the 3rd Merck/Ridgeback announcement that the UK Medicines and Healthcare Products Regulatory Authority (MHRA) has approved the marketing of mornupiravir (MK-4482, EIDD-2801) in the UK for the treatment of adult patients with mild to moderate COVID-19.

Then, on November 5, Pfizer announced that its COVID-19 oral drug Paxlovid had reduced hospitalization or mortality from non-hospitalized COVID-19 patients by as much as 89 percent. Hospitalization or mortality was 0.8% in the treatment group (3 out of 389 cases were hospitalized, no deaths) and placebo group hospitalization or mortality was 7% (27 out of 385 cases were hospitalized, including 7 deaths).

After a sharp fall in peripheral vaccines and antibodies...

So the demon king appeared, Tuoxin Pharmaceutical (supply api intermediates)

Tuoxin Pharmaceutical 20CM is almost 6 up and down, stimulating the entire vaccine sector.

But the core logic is a major breakthrough in oral liquid, in fact, oral and vaccine should be a correspondence, after the effect of oral liquid comes out, the vaccine market may weaken, but the logic of A shares is only the vaccine line. And neglected oral liquid, especially after 301089 special stop

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Today, I will talk about a market with U, Junshi Bio

First of all, this industry you say how thoroughly you study, that is impossible

Lao Li just has an article on a certain basis, titled, VV116| can "blue out of blue and better than blue"?

This answer, not a stock speculator, should be a student or researcher in the professional field, and publish a number of C journals of oral liquid and various drugs

Of course, Lao Li may be able to analyze the C journal in the financial field, even if it is in the field of viruses, the analysis is nonsense.

What analysis structure, activity, completely do not understand, anyway to say go, the effect is OK, the paper everyone to see for themselves

Here's a look at clinical developments:

It seems to be back to the news released yesterday by Junshi Biology, Shanghai Junshi Biology and Wangshan Wangshui Company cooperated to develop an oral nucleoside anti-coronavirus drug VV116.

In addition, this project is in cooperation with Uzbekistan, plans to carry out clinical trials in Uzbekistan, has received clinical approvals, and plans to build a factory in Uzbekistan to produce APIs.

The project also cooperates with the Wuhan Institute of Virology, the Xinjiang Institute of Physics and Chemistry, and the Central Asia Drug Research and Development Center of the Chinese Academy of Sciences.

Specifically, VV116 can be better than Remdesivir for Remdesivir, we wait and see the results of clinical trials, from the preclinical data alone, it is difficult to judge.

The answerer concludes that in the direction of science, VV116 is better than Remdesivir

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The opening and no time to write oral drugs called small molecule oral anti-new crown small molecule drugs:

Roche AT527 Pf-07321332 Yoshishi Shiono S-217622

China's research and development is currently 688180 V116

Oral liquid comes out, the vaccine really stands on the sidelines, this is a cash cow, as long as the business promotion and clinical advancement is fast, this can bet on the future

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