Sihuan biology 4 boards, anti-influenza concept is mixed, syncytial virus attracts attention丨titanium media focus
Image courtesy of Visual China
On November 27, Sihuan Biotech (000518. SZ) opened with a one-word daily limit to advance to 4 consecutive boards, and its share price hit a new high since February 2021 at 4.57 yuan, with the latest total market value of 4.705 billion yuan.
On the 24th, Sihuan Bio also issued an announcement on the abnormal fluctuation of stock trading, saying that there have been no major changes in the company's operating conditions and internal and external business environment recently.
Since last week, the concept of anti-influenza has attracted much attention in the capital market, and many stocks have gained a daily limit, but at present, many hospitals in many places are still reporting a surge in pediatric visits, and the flu offensive is unabated, but the concept stocks that have risen before have begun to diverge.
The concept of antiviral diverges
This round of rise, unlike the previous concept of mycoplasma pneumonia, related therapeutic drug manufacturers have not performed prominently, and the companies that are at the forefront of the rise may only be "related to the family".
Take Sihuan Biotech, which has the best rising momentum, as an example, which is engaged in genetic engineering drugs and diagnostic reagents, and its four main products have "little to do with influenza".
Including recombinant human interleukin-2 for injection (Delusheng) and recombinant human interleukin-2 injection (Xindelusheng), which are anti-tumor biological therapeutic drugs, suitable for the treatment of kidney cancer, malignant melanoma and cancerous chest and ascites effusion, and can also be applied to the comprehensive treatment of other malignant tumors. Symptoms such as neutropenia caused by cancer chemotherapy, recombinant human erythropoietin injection (Cyclobo) is used for anemia and other symptoms caused by renal insufficiency.
In the field of anti-influenza drugs, it is said that the thymus peptide for injection of Sicyclic Biologics is the first choice for clinical immunology, and the company once replied to the attention of investors in 2020, saying, "The company's main product, thymus peptide for injection, is an active polypeptide substance with a molecular weight of less than 10,000 daltons extracted from the thymus of healthy calves, which has the effect of regulating and enhancing the immune function of human cells, and it has also become the first choice for medical personnel to enhance their ability to resist disease." ”
Titanium Media App checked the company's annual reports in recent years and found that Sihuan Bio did not mention thymus peptide for injection again.
Specific to mycoplasma pneumonia, most of the infected patients are children, and the latest diagnosis and treatment guidelines show that the preferred treatment drugs are macrolide antibacterial drugs, such as azithromycin, clarithromycin, erythromycin, etc.
In response to investors' questions about the recent commonly used drugs for the treatment of influenza, Sihuan Biology said that the company does not produce macrolide antibiotics, and the company has no influenza products and mycoplasma pneumonia products.
It is worth noting that this Monday, the concept of antiviral differentiation, in addition to the four boards of Sihuan Biology, Lianhuan Pharmaceutical (600513. SH) opened the daily limit on the 27th, then opened the daily limit and turned sharply, closing down 0.61%.
Lianhuan Pharmaceutical's main business is the research and development, production and sales of chemical drugs, including urological drugs, antihistamines, cardiovascular drugs, steroid hormones, antibiotics and other major series. In July last year, the azithromycin tablets produced by Lianhuan Pharmaceutical Co., Ltd. passed the consistency evaluation of generic drug quality and efficacy, obtained production approval, and have also been included in the National Essential Medicines List (2018 Edition).
As far as the concept of mycoplasma pneumonia is concerned, Pfizer, the original manufacturer of azithromycin, is firmly at the forefront of the market, followed by CSPC Pharmaceutical Group (01093. HK), North China Pharmaceutical (600812. SH), among the more than 70 domestic azithromycin manufacturers, Lianhuan Pharmaceutical's market share is not outstanding, but CSPC Pharmaceutical Group and North China Pharmaceutical, which have a large market share, have not risen sharply in this round of concept popularity.
In addition, Yue Wan Nian Qing (301111. SZ) rose more than 11% in intraday trading on Monday and closed down 3.88 600789%; SH), Twining Biotech (301301. SZ) were among the top gainers in the intraday, but closed up slightly, with 1.46% and 0.85% respectively.
Among them, Yuewan Nianqing is a company mainly engaged in the research and development, production and sales of Chinese patent medicines, and its main products cover biliary tract, hypoglycemic products, cardiovascular and cerebrovascular products, colds, tonics and other categories.
On November 23, the 20cm daily limit of Yue Wan Nianqing, on the same day, the company mentioned on the investor interactive platform that its products can be used for influenza, dizziness and fever, etc., and the secretary of the board of directors responded: "The company is rich in cold products, such as bitter wood injection, antelope cold capsules, flutter tablets, and silver chrysanthemum Qingjie tablets are commonly used medicines for cold indications. ”
Stained with a hot concept, but whether there is a product that can support its continued rise, the market will give an answer.
Teyi Pharmaceutical Co., Ltd. (002728. SZ) rose as high as 10% on Monday, closing up 6.09%, and its drugs for the treatment of mycoplasma pneumonia include erythromycin enteric-coated tablets, etoerythromycin tablets, roxithromycin capsules, azithromycin granules, etc.
However, it should be noted that the current concept of influenza has become popular and does not stop at mycoplasma pneumonia infection.
When the flu hits, there is a high incidence of multiple pathogens at the same time
On November 24, the Beijing Municipal Center for Disease Control and Prevention organized a special media communication meeting on "Respiratory Infectious Diseases High Incidence Season", and Wang Quanyi, deputy director of the center and chief epidemiologist, said that Beijing has entered the season of high incidence of respiratory infectious diseases, showing a trend of common epidemic of multiple pathogens.
He said that at present, the flu is in the epidemic period, and the number of cases is on a rapid upward trend. The positive rate of influenza virus nucleic acid in influenza-like cases in outpatient clinics increased to 40.75%. The main circulating strain of influenza is the A(H3N2) subtype, the number of cases of Mycoplasma pneumoniae infection is decreasing, and the main circulating strain of the new coronavirus is the XBB variant, which continues to maintain a low epidemic level.
In the past few days, disease control departments or schools in many regions have issued notices to temporarily suspend classes. For example, if a class in Lu Xun Primary School (Renmin Road Campus) in Yuecheng District, Shaoxing City, Zhejiang Province asked for leave due to fever, the school issued a notice of class suspension, and the whole class was suspended for 4 days.
Keywords such as "flu", "fever" and "syncytial virus" have rushed to the hot search list on Weibo in turn.
On November 26, the National Health Commission held a press conference to introduce the prevention and treatment of respiratory diseases in the mainland in winter, and Mi Feng, spokesman of the National Health Commission, said that monitoring showed that recently, the respiratory infections in the mainland were dominated by influenza. In addition, it is also caused by rhinovirus, Mycoplasma pneumoniae, respiratory syncytial virus, adenovirus and other pathogens.
According to the analysis, the recent continuous rise of acute respiratory diseases in mainland China is related to the superposition of a variety of respiratory pathogens.
In this regard, Wang Huaqing, chief expert of the immunization program of the Chinese Center for Disease Control and Prevention, gave a detailed introduction -
Children aged 1 to 4 years, in addition to the flu, there is also rhinovirus that causes the common cold;
In addition to influenza, mycoplasma also accounts for a certain proportion of people aged 5-14 years, and adenovirus that causes the common cold is present;
In people aged 15-59 years, in addition to influenza virus, there are also rhinoviruses, and the pathogen of the new coronavirus has been isolated;
In people over 60 years of age, human metapneumovirus is also the virus that causes symptoms of common influenza;
In addition, the common coronavirus also accounts for a large proportion of people over 60 years old.
In view of the current high incidence of multiple pathogens in China, the detection track is worth paying attention to.
Daan Gene (002030.HK) SZ) has respiratory syncytial virus nucleic acid detection kit (PCR-fluorescent probe method) products. Antu Biotech (603658. SH) has a variety of products such as influenza A virus/influenza B virus/respiratory syncytial virus nucleic acid detection kit (PCR-fluorescent probe method). Boffin Innovation(300318. SZ) said on the interactive platform that the company has 3 products related to influenza virus detection, among which influenza A virus, influenza B virus, respiratory adenovirus, and respiratory syncytial virus antigen combined detection kit (immunofluorescence method) have been registered and marketed.
In addition, it should be noted that some doctors say that in the high epidemic season, more than 80% of acute lower respiratory tract infections in infants and young children are caused by syncytial virus.
Syncytial virus is expected to open the next $10 billion vaccine track
RSV, or RSV, is an RNA virus that spreads through droplets and close contact and is 2.5 times more contagious than influenza.
RSV is the most important viral source of acute respiratory infections in children under 5 years of age worldwide, and can also cause myocardial injury, right heart insufficiency, severe arrhythmias, epilepsy, etc.
According to reports, more than 35 million children worldwide are infected with RSV every year, and repeat infection can occur, causing more than 3 million hospitalizations and nearly 60,000 deaths every year. Also, older people are at relatively high risk of RSV infection and are at higher risk of developing severe disease due to weakened immunity and underlying medical conditions.
However, in terms of treatment, there are no targeted antiviral drugs for RSV, which is crucial to the "old and young", mainly for symptomatic treatment and vaccine prevention.
There are only two RSV vaccines available worldwide, both of which were approved this year.
On May 3, 2023, the FDA just approved the marketing of Arexvy, the respiratory syncytial virus (RSV) vaccine of the British pharmaceutical company GlaxoSmithKline (GSK), and on June 1, Pfizer announced that the US FDA has approved the marketing of its respiratory syncytial virus (RSV) bivalent vaccine Abrysvo. Both vaccines are available for people aged 60 years and older, and the Pfizer vaccine can also be used in women in the third trimester (32-36 weeks) to protect babies from lower respiratory tract disease and severe lower respiratory tract disease caused by RSV from birth to 6 months.
Previously, the RSV vaccine was blank in the world, and the market demand can be seen, Pfizer's third-quarter financial report showed that Abrysvo's sales were $375 million, and GSK Arexvy's first-quarter sales revenue reached 709 million pounds (about 880 million US dollars). The RSV vaccine has also become the fastest vaccine sales to exceed $1 billion in addition to the new crown pneumonia vaccine.
Guosen Securities expects that the global RSV vaccine/antibody drug market is expected to reach the level of 10 billion US dollars, and it is expected that the domestic market will be dominated by imported varieties in the short term.
At present, the above two approved RSV vaccines have not been marketed in China.
On October 9, Zhifei Biotech announced that it had reached a cooperation with GSK to exclusively act as an agent for recombinant herpes zoster vaccine, and agreed that GSK would become the exclusive partner of Zhifei Biotech in the RSV vaccine for the elderly in Chinese mainland, and the cooperation would cover joint development and commercialization. In June this year, GSK's Arexvy was approved for Phase III clinical trial in China, which is currently in progress.
Advancy's ADV110/BARS13 is a G-protein subunit vaccine and has entered the clinical stage, while Clover has started development in early 2020 using its innovative and unique fully human protein trimerization (Trimer-Tag) technology.
The picture comes from Guosen Securities
(This article was first published in Titanium Media App Author丨Yang Yaru Editor丨Sun Cheng)