Lianhua Qing plague capsule network diagram
On April 14, Wang Sicong forwarded a video questioning whether the World Health Organization had recommended Lianhua Qingyi capsules. Affected by the "Wang Sicong storm", the stock price of Yiling Pharmaceutical fell to a halt on the 15th, closing at 35.99 yuan / share. On April 16, Yiling Pharmaceutical replied to Zhongxin Jingwei that the company had never said on any occasion that "WHO recommended Lianhua Qingpest".
In the early morning of April 17, Dr. Ding Xiang posted on Weibo "Don't eat Lianhua Qing plague to prevent new crown", which caused heated discussion among netizens. Previously, a number of media reported that Lianhua Qing plague is not a preventive drug, and it cannot be eaten indiscriminately without symptoms. The highly questioned History of research and development of Lianhua Qingpi and Yiling Pharmaceutical has also been exposed: starting with SARS, Ma Yun was once the top ten shareholders, covering more than 100,000 medical terminals across the country, and soaring stock prices due to the new crown...
According to media reports on April 6, WHO released the report of the "World Health Organization Expert Evaluation Meeting on Traditional Chinese Medicine to Combat NEW Crown Pneumonia" on its official website, which mentioned that "Chinese medicine can effectively treat new crown pneumonia, reduce the possibility of mild and ordinary cases turning into severe disease, shorten the time of virus clearance, and improve the clinical prognosis of patients with mild and ordinary new crown pneumonia." It also mentions that "Chinese experts presented the clinical research basis of the TCM report, including the clinical data of 284 patients in 23 hospitals in 9 provinces in China who received Chinese medicine capsules (Lianhua Qingpeng capsules). The data showed that patients who took the drug had a shorter recovery time for symptoms than those who did not give the intervention of traditional Chinese medicine. Subsequently, the stock price of Ling Pharmaceutical rose again, rising on April 6 and 7, and the transaction price reached a high point of 43.12 yuan / share on April 11.
On the 14th, Wang Sicong, the founder of Pulse Capital, forwarded a video on Weibo - "WHO 'recommends' Lianhua Qingpest, who told you?" He wrote in the forward, "The CSRC should strictly investigate Yiling Pharmaceutical." As soon as this remark came out, it immediately caused public opinion to ferment, and Wang Sicong then deleted the comments, leaving only the four words of "forwarding Weibo" and the above video.
In response to Wang Sicong's questioning, on the 16th, Yiling Pharmaceutical replied to Zhongxin Jingwei that the company had never said on any occasion that "WHO recommended Lianhua Qingpi", and for the recent false public opinion information, Yiling Pharmaceutical has reported to the superior department.
In the content of Dr. Lilac's update in the early morning of the 17th, it is mentioned that according to the definition of disease prevention, under the current scientific conditions, three measures can be used to prevent the new crown, including physical blockade, induction of immune response, and pre-exposure prophylaxis, "In the three ways currently known, even The flower qing plague is not established, and the effect of preventing the new crown virus cannot be achieved." Dr. Lilac also said that on March 15 this year, the newly released "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Ninth Edition)" showed that mild and ordinary patients who are in the medical observation period or clinical treatment period (confirmed cases) are recommended to take Lianhua Qingpeng capsules (granules) as a therapeutic drug, which does not mention the relevant statement that "Lianhua Qingpeng can prevent new crown pneumonia".
Dr. Lilac also mentioned that if you want to verify that a drug can prevent and treat diseases, there is a rigorous clinical trial process and clinical endpoint design, "We looked up published literature and data on Lianhua Qing plague, and there is a temporary lack of evidence for its prevention of new crown pneumonia." "In short, from the official to the clinic, as well as the three dimensions of drug development, there is currently no effective evidence to support that Lianhua Qingpeng can prevent the new crown."
A summary of the meeting, published on 22 March this year, was also available in the media, entitled "WHO Expert Evaluation Meeting on Traditional Chinese Medicines for covid-19 treatments". One of the experts, citing a paper on the efficacy and safety of Lianhua Qingyi capsules for the treatment of covid-19, said that a multicenter randomized controlled trial was conducted among 9 provinces, 23 hospitals and 284 patients in China, and the results of the experiment showed that patients with new crown who took traditional Chinese medicine capsules recovered faster than patients who did not take the drug. The minutes also mentioned that the participating experts recommended that member states adopt a fusion of traditional medicines to treat COVID-19.
However, whether the WHO used Lianhua Qingpeng as a recommended drug for the treatment of the new crown was not reflected in the minutes of the meeting. According to the report of the WHO Expert Evaluation Committee on the Treatment of COVID-19 in Traditional Chinese Medicine, the original words mentioned in it are to encourage WHO Member States to consider the possibility of using traditional Chinese medicine to treat COVID-19 within the framework of their health care systems and regulatory frameworks.
In addition, the Liberation Daily issued an article on the 10th that "Lianhua Qingpeng" is not a new crown preventive drug, and if there is no symptom, it is not recommended to take it", which said that Lianhua Qingpeng capsules have indeed been recommended by the National Health Commission for many times and written into the new crown pneumonia diagnosis and treatment plan. However, "many doctors have also clearly pointed out that Lianhua Qing plague is a therapeutic drug, a non-preventive drug, and oral administration in advance cannot prevent the new crown, and if there is no symptom, it is not recommended." Jiefang Daily quoted Fang Bangjiang, director of the Emergency Medicine Department of Longhua Hospital affiliated to Shanghai University of Traditional Chinese Medicine, as saying that Lianhua Qingpeng capsules are only suitable for patients with mild fever and ordinary patients with pneumonia, but are not suitable for use as preventive drugs, "Chinese herbal medicine contains a lot of electrolytes, spleen and stomach function is not good, there are gastric ulcers, liver and kidney function is not suitable for people to take the drug." ”
Guangming Network reporter interviewed Fang Hong, director of the Department of Traditional Chinese Medicine Preventive Health Care of Longhua Hospital on April 10, Dr. Fang said that Lianhua Qingyi capsules are the treatment drugs for new crown patients, non-preventive drugs, and oral administration in advance cannot prevent new crown.
Founder of Yiling Pharmaceutical: "10 Billion Academician" worth more than Yuan Longping
According to the official website, Shijiazhuang Yiling Pharmaceutical Co., Ltd., a manufacturer of Lianhua Qing plague capsules, was founded on June 16, 1992, and has developed more than 10 patented new drugs such as amaiac capsules for the treatment of coronary heart disease and cerebral infarction, Ginseng Pine Heart Capsules for fast and slow treatment of arrhythmias, Alfalfa Qiangxin Capsules for treating chronic heart failure, and Lianhua Qingxin Capsules for treating colds and anti-influenza. The word "Yiling" in the name of Yiling Pharmaceutical is not a place name, but originates from the name of Wu Yiling, the founder of Yiling Pharmaceutical.
Wu Yiling, founder of Yiling Pharmaceutical, official website of Yiling Pharmaceutical
According to comprehensive public information and reports, Wu Yiling was born in October 1949 in Gucheng County, Hengshui City, Hebei Province, to a family of traditional Chinese medicine, and Wu's father was well-known in the local area. And Wu Yiling "at the age of 13 can help his father boil medicine and grasp medicine", the favorite is Sun Simiao's "Typhoid Fever and Miscellaneous Diseases".
After the resumption of the college entrance examination in 1977, Wu Yiling was admitted to the Department of Traditional Chinese Medicine of Hebei Medical University, and only a year later, Wu Yiling, who was only a freshman, directly "jumped" to Nanjing College of Traditional Chinese Medicine (now Nanjing University of Traditional Chinese Medicine) for graduate school. In 1982, he graduated from the first master's degree of Nanjing College of Traditional Chinese Medicine and was assigned to the Department of Cardiovascular Medicine of Hebei Provincial Hospital of Traditional Chinese Medicine.
In 1992, Wu Yiling left the hospital and founded the Shijiazhuang Development Zone Pharmaceutical Research Institute, and in October 2006, Beijing Yiling Pharmaceutical Co., Ltd. was registered. As the inventor of Lianhua Qingpeng, Wu Yiling also holds many titles such as academician of the Chinese Academy of Engineering, expert in cardiovascular diseases of traditional Chinese medicine, vice president, professor, doctoral supervisor and so on of Hebei Medical University.
In July 2011, Yiling Pharmaceutical officially landed on the A-share small and medium-sized board, and Wu Yiling's value was close to 5 billion yuan, surpassing Yuan Longping in one fell swoop and being called "the richest man in A-share academicians". According to the "2020 Hurun Global Rich List" released by Hurun, the Wu Yiling family has a wealth of 1.5 billion US dollars, equivalent to about 10.5 billion yuan, so Wu Yiling is also known as "10 billion academicians".
As of the third quarter of 2021, among the top ten shareholders, the major shareholder of Yiling Pharmaceutical Technology Co., Ltd. is Academician Wu Yiling, holding 31.53%; his son Wu Xiangjun, holding 20.81%; his daughter Wu Rui, holding 2.34%; and his sister Wu Xizhen, holding 0.36%. Four people act in concert.
Lianhua Qing plague on the cusp of the wind: thriving on SARS, erection in the new crown
After the "SARS" occurred in 2003, Wu Yiling believed that "SARS" belonged to the category of "plague" in Traditional Chinese medicine, and it was caused by feeling the evil of "epidemic poison". The disease caused by the epidemic poison has a strong contagiousness, he turned to the ancient medical classic "Neijing" to have a record of "the five plagues, all are easy to infect, regardless of size, the symptoms are similar", and in the Ming Dynasty physician Wu Youke's "On the Theory of Warm Epidemics , The Original Disease" to find out that "this qi comes, no matter how old or young is strong or weak, the touch is the disease." ”
He believes that the main clinical manifestations of diseases caused by epidemics are acute onset, rapid transmission, short-term appearance, rapid appearance of high fever and polydipsia, which are basically consistent with the main symptoms of SARS, namely high fever, chills, myalgia and dry cough. He said from the pathological analysis of traditional Chinese medicine that the "SARS" patients were depressed due to heat poison phlegm, obstruction of the lung network, heat and evil, wet evil connotations, thus consuming gas and injuring the yin, and in severe cases, there was a crisis of shortness of breath and asthma.
Based on this, Wu Yiling proposed a Chinese herbal formula for the prevention of SARS and heat relief for the lungs based on the theory of network disease, using forsythia, honeysuckle, banlan root, Guanzhong, herb, Rhodiola rosea, mint, houttuynia cordata, skullcap, fried almonds, licorice and other detoxifications, which is today's Lianhua Qing plague. According to a report in the China Traditional Chinese Medicine News earlier this year, under the trials of Wu Yiling and his R&D team around the clock, it took "only 15 days" from the development to the production of Lianhua Qingpeng capsules.
Subsequently, Lianhua Qingpeng entered the green channel for rapid approval of new anti-SARS drugs. In May 2004, Lianhua Qing plague capsules were approved for production and marketing.
By December 2015, Lianhua Qingyi Capsules was also approved by the US Food and Drug Administration (FDA) to carry out Phase II clinical research in the United States, but six years later, the Phase II clinical study that is expected to "pass next year's results" has still not been released.
In 2019, before the outbreak of the new crown epidemic, The cardiovascular and cerebrovascular products of Yiling Pharmaceutical were the company's largest source of revenue, accounting for 53.15% of the total revenue. It is reported that in terms of cardiovascular and cerebrovascular products, macaroni capsules, ginsengsong heart capsules, and amaranth capsules are all national key new products, national medical insurance class A varieties, national essential drug list varieties, and are widely used in ischemic cardiovascular and cerebrovascular diseases, arrhythmias, chronic heart failure and other diseases.
After the outbreak of the new crown epidemic, the respiratory system has become the largest source of revenue, accounting for 48.46% of the total revenue. In the effective prescription "three medicines and three parties" of traditional Chinese medicine through clinical screening, Lianhua Qing plague is still listed. Driven by the epidemic, the respiratory system proprietary Chinese medicines represented by Lianhua Qingpeng have boosted the performance of Ling Pharmaceutical industry year by year. In 2020 alone, the respiratory system proprietary Chinese medicines represented by Lianhua Qingpeng increased from 1.703 billion yuan in 2019 to 4.255 billion yuan in 2020, an increase of 149.89% year-on-year.
From 2019 to September 2021, Yiling Pharmaceutical's revenue was RMB5.825 billion, RMB8.782 billion and RMB8.112 billion, and net profit was RMB607 million, RMB1.219 billion and RMB1.224 billion, respectively, compared with a year-on-year increase of 100.95% and 20.43% in the third quarter of 2020 and 2021, respectively.
Further Reading》
Can Wang Sicong's words shake the business empire of Yiling Pharmaceutical?
After experiencing a storm of doubts from Wang Sicong on the Internet, Yiling Pharmaceutical closed with a drop on April 15. As of the close, the stock price of Yiling Pharmaceutical was reported at 35.99 yuan / share, down 10%. Correspondingly, on April 14, Ling Pharmaceutical closed the limit. According to the closing price on April 14, Yiling Pharmaceutical quoted 39.99 yuan / share, corresponding to a total market value of 66.9 billion yuan, and the stock price has risen by 104% this year.
Since the outbreak of the new crown epidemic, Lianhua Qingpeng capsules (granules) have been continuously listed as recommended drugs in the medical observation period of traditional Chinese medicine treatment by the "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Version 4/5/6/7/8/9)". At the same time, the sales volume of Lianhua Qing plague products in Yiling Pharmaceutical has surged. In 2020, the net profit attributable to the shareholders of the listed company was 1.219 billion yuan, an increase of 100.95% year-on-year. In the first three quarters of 2021, the company's Lianhua Qingpeng products achieved operating income of 3.37 billion yuan, accounting for 41.6% of the company's total operating income.
Lianhua Qingxiao series products belong to the respiratory system products of Yiling Pharmaceutical. From the performance of the first half of 2021, it can be seen that the revenue of respiratory system products of Yiling Pharmaceutical continued to increase to 2.492 billion yuan, and the gross profit margin increased to 72.9%, which is already the highest gross profit margin of Yiling Pharmaceutical.
According to the 2021 semi-annual report, the operating income of Ling Pharmaceutical in the first half of the year was 5.896 billion yuan, an increase of 31.41% over 2020, and the net profit attributable to the shareholders of the listed company was 964 million yuan, an increase of 34.99% year-on-year.
According to the latest financial data, the net profit attributable to the shareholders of the listed company in the third quarter of 2021 was 260 million yuan, down 14.02% year-on-year, and the net profit attributable to the shareholders of the listed company from January to September was 1.224 billion yuan, an increase of 20.43% year-on-year. This means that the profit growth rate of Yiling Pharmaceutical in the first three quarters of 2021 has slowed down significantly.
On April 8, the Guangdong Provincial Drug Trading Center issued a public announcement of the guangdong alliance Qing Kailing and other proprietary Chinese medicines centralized procurement of the proposed selection / alternative results, which shows that 10 bags / boxes of Lianhua Qing plague granules entered the proposed candidate list, and the price of each bag was 2.3295 yuan.
Shell financial reporter calculated, according to the dosage of Lianhua Qing plague granules, adults use 3 bags per day, the daily drug price of 6.9885 yuan.
According to the previous collection documents, the highest average daily fee / maximum effective declaration price of Lianhua Qingpeng granule (sugar-containing type) is 11.25 yuan. In the centralized procurement of proprietary Chinese medicines such as Qing Kailing of the Guangdong Alliance, the highest daily average cost / highest effective declared price (yuan) of Lianhua Qing plague. In this comparison, Lianhua Qing plague granule entered the collection this time, and the price reduction reached 37.88%.
Upstream news synthesized from Jiefang Daily, Zhongxin Jingwei Interface News, etc