The new crown antigen detection reagent has become the hottest topic in the current capital market.
On March 11, the National Health Commission issued the Notice on Printing and Distributing the Application Plan for Antigen Detection of the New Coronavirus (Trial): In order to further optimize the detection strategy of the new crown virus, antigen detection is added as a supplement to the nucleic acid testing.
This is the first time that China has proposed to increase antigen testing. In many countries, antigen testing has become the main test for COVID-19. According to the Singapore Ministry of Health, from March 1 to 7, An average of about 207,600 antigen tests were performed in Singapore every day, and only 11,200 nucleic acid tests were conducted during the same period. A person living in New Zealand told the Health Bureau that he understands that the situation in New Zealand is similar to that in Singapore, where antigen testing accounts for the vast majority, about 97 per cent.
Two days after the "Notice", the official website of the State Food and Drug Administration shows that 10 antigen detection reagents have been approved for listing:
The "Notice" also mentions that community residents who have self-testing needs can purchase antigen detection reagents for self-testing through retail pharmacies, online sales platforms and other channels. The Health Bureau has learned that major e-commerce platforms and chain pharmacies have announced that they have accepted appointments and will soon sell antigen detection reagents.
The approved reagent manufacturers are even more sought after by the market, and at the close of trading on March 14, Nuoweizan rose by 13.59%, Saili Medical increased by 10.03%, and BGI Gene rose by 9.98%.
The retail market is questionable
Antigen testing can be done at home and results are available within 15 minutes. Ideally, antigen testing can be used as a complement to nucleic acid testing. At present, when the domestic epidemic prevention form is severe, it can reduce the pressure of testing in various regions.
At present, Nanjing Nuoweizan, Wanfu Biological, Heatscape Biology, Lepu Diagnostics and other new crown testing representative enterprises have been approved for listing of related products, and the relevant layout is rapidly hot.
On March 14, BGI has reached strategic cooperation with 8 institutions, including Sinopharm Global Procurement and Supply Chain Service Center, China Resources Pharmaceutical, Jointown, Yixintang and other pharmaceutical retail enterprises; at the same time, major pharmaceutical e-commerce companies have also begun to accelerate the launch of antigen detection products, such as Baidu Health, Dingdang Fast Medicine, Jingdong Health, etc. have released the news of cooperation with relevant manufacturers.
However, the products of various e-commerce and pharmacy channels have not yet been in place, and most of the needs are currently in the state of "available for appointment".
The secondary market is cheering, how is the application of antigen detection in real-world scenarios?
According to the above-mentioned person, in New Zealand, antigen reagents can be purchased by themselves, but most people apply for free on the official website of the Ministry of Health, "I myself applied for 4 boxes of a total of 20." After detecting positive, the self-tester can go to the hospital to confirm the diagnosis and treatment. After the cure, New Zealand will also give some subsidies for medical expenses.
China adheres to the general policy of "dynamic zero clearance" without wavering, the detection method of "nucleic acid as the mainstay and antigen as the supplement" is the established strategy, and government procurement and free distribution may also be the main promotion methods of antigen detection products.
That said, the retail outlook for antigen reagents may not be as beautiful.
Antigen detection practical chicken ribs?
Antigen detection, although convenient to operate, is not as accurate as nucleic acid testing.
Antigen test results will only show positive when the virus reaches a certain level. If vaccinated, although the body already has symptoms of infection, it may not have the detectable level of virus in the body, resulting in false negatives.
Source: Guosheng Securities
The "Notice" has prepared for the above situation, and the "Basic Requirements and Procedures for Self-testing of New Coronavirus Antigens" issued together with the "Notice" make it clear that antigen testing is generally used for the acute infection period, that is, sample testing within 7 days of the appearance of symptoms in suspected people. Regardless of whether the antigen test result in the suspected population is yin or yang, "further nucleic acid testing should be performed."
Therefore, the significance of antigen detection is to achieve early shunting and rapid management, but it cannot be used as a basis for confirming the diagnosis of covid-19.
Because antigen testing requires "home observation", many people think that this detection product belongs to the "chicken rib". According to the above-mentioned "Notice", when the antigen test of suspected patients is negative, it is necessary to observe at home and need to be tested once a day for 5 consecutive days. For the subjects, "it is better to directly test for nucleic acid, and directly isolate after the result is positive".
In the application of antigen detection in primary medical and health institutions, the Notice also clearly states that institutions with nucleic acid testing capabilities should prefer nucleic acid testing.
As we all know, after nucleic acid testing, the test results will be uploaded through big data and used in the national medical system. However, antigen testing is carried out at home, and data monitoring will be very difficult: how to correspond the detection rod to the testee one-to-one? And accurately report the upload?
Even if data statistics can be achieved, on the retail side, "buying cold medicines can be marked by big data, not to mention buying antigen detection products yourself?" It is better to go directly to the nucleic acid. ”
Text | niacinamide
Operational | Twenty-thirteen
Two in-depth manuscripts per day to decode medicine and health
#Antigen Detection Products ##新冠疫情 #