Source: Photo.com
On May 14, a topic about the "spread of the new crown variant KP.2 in many countries" rushed to the hot search and attracted attention.
The official account of the National Bureau of Disease Control and Prevention released a health science Q&A on the new coronavirus KP.2 variant on the 14th, and experts believe that the current proportion of KP.2 sub-branch infection cases in the mainland is extremely low, and the possibility of becoming the dominant epidemic strain in the mainland in the short term is low, and the probability of triggering a new infection peak is low.
According to the National Bureau of Disease Control and Prevention, as of May 12, a total of 25 KP.2 sequences have been detected in local cases in mainland China. The proportion of KP.2 in the local sequences reported weekly was between 0.05%~0.30%, which was at a very low level.
Globally, the KP.2 variant is spreading in many countries. In the United States, KP.2 has replaced JN.1 as the dominant circulating strain, and in Canada, KP.2 has quickly become dominant. In early May this year, the World Health Organization listed the KP.2 subvariant as a variant under surveillance.
In the United States, because the KP.2 variant was first detected in sewers, the detection of sewer wastewater has become a powerful tool for monitoring coronavirus mutations during the pandemic.
Zhang Wenhong, director of the National Medical Center for Infectious Diseases and director of the Department of Infectious Diseases of Huashan Hospital affiliated to Fudan University, said that the National Medical Center for Infectious Diseases has also continued to monitor underground sewage since the new crown, and the monitoring of the concentration of new crown nucleic acid in sewage shows that there is a new crown peak around January 10, 2024, and then reaches a peak of infection plateau, which has shown a downward trend since March 27, has been maintained until now, and has a further downward trend.
Zhang Wenhong said that the new crown virus is in a continuous mutation, but it is still difficult to break through the Omicron family. He also said that the emergence of new subtypes of the virus would be the norm and that there was no need to be overly concerned.
Analysis of the industrial chain
The upstream of the industrial chain of the "new crown special drug" industry is mainly pharmaceutical intermediates, APIs, equipment and consumables. Among them, the upstream can be divided into two categories: monoclonal antibody drugs and small molecule chemical drugs according to different drug types. The downstream of the "new crown special drug" industry is different from the traditional medicine industry, at present, its downstream is limited to medical institutions, and is not sold to the public in pharmacies, pharmacies, etc., even in Europe and the United States and other places, it needs to pass the professional evaluation of pharmacists before the prescription can be used to buy "new crown special drugs". In the absence of "new crown drugs" in the world, the industry also has relevant CMOs, CROs and CDMOs to accelerate its R&D and production.
The proportion of small molecule chemical drugs is nearly 6%.
As of January 13, 2023, the "new crown specific drugs" on the market can be divided into two major categories of subdivided drug types: small molecule chemical drugs and monoclonal antibodies, the number of drug types between the two is not much different, and the number of small molecule chemical drugs is slightly better, accounting for nearly 60%.
The U.S. leads the country in the number of clinical trials
In terms of clinical trial areas, the world's "new crown special drugs" have carried out the most clinical trials in the United States, with more than 200 clinical trials. This was followed by Spain and the United Kingdom, where 167 and 139 clinical trials were conducted respectively.
According to the current development of the global "new crown special drug" industry and the development trend of new coronavirus infection, combined with the regional development of the global pharmaceutical industry, the prospect believes that the global "new crown special drug" industry may increase production capacity in the short term and continue to be in the stage of continuous research and development, but in the long run, the demand for drugs will fall, and the drug dosage form will also change to oral drug type. From the perspective of drug imitation, the future development pattern will also follow the regional layout of the generic drug industry.
Prospective Economist APP Information Group
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