daily economic news
2023-02-22 12:46:49
Every reporter Lin Zichen Every editor Liang Xiao
Today (February 22) morning, the new crown treatment sector rose, Xinhua Pharmaceutical (SZ000756, stock price 29.70 yuan, market value 21.27 billion yuan), Hendi Pharmaceutical (SZ301211, stock price 33.57 yuan, market value 8.057 billion yuan) once rose by more than 9 %, Teyi Pharmaceutical (SZ002728, stock price 25.63 yuan, market value 5.874 billion yuan), Shanghai Kaibao (SZ300039, stock price 9.15 yuan, market value 9.571 billion yuan), Bio-Thera (SH688177, stock price 27.76 yuan, market value 11.49 billion yuan) It once rose by more than 6%.
On the news side, on February 15, the China Centers for Disease Control and Prevention issued a notice stating that since December 2022, a total of 14 local cases of mutant strains of local concern have been found across the country, including one case of XBB.1.5, which is a new case of mutant strains in this cycle. Earlier, according to the Financial Associated Press, the US Centers for Disease Control and Prevention stated that they were tracking a new type of Omicron subtype called XBB.1.5. According to data released by the US Centers for Disease Control and Prevention, XBB.1.5 accounts for regarding 40.5% of new crown infections in the United States.
However, according to the research report released by Kaiyuan Securities on February 20, according to the genome sequencing data added by CoVariants on February 16, the countries/regions where BQ.1, XBB, and XBB.1.5 are dominant strains accounted for 55.4% respectively. %, 9.5%, 9.5%, the transmission efficiency of XBB.1.5 is obviously low, which is confirmed by “the US CDC model predicts that the proportion of XBB.1.5 has been overestimated for several consecutive weeks”.
Judging from the 972 sets of genes sequenced on January 16 and the 176 sets of genes on January 30 in China, BA.5 and XBB accounted for 99.9%, 0.1%, 100%, and 0% respectively, which is in line with “XBB is difficult to form an impact in the first quarter.” “judgment.
In terms of drug reserves, a total of 5 new small molecule therapeutic drugs for the new crown have been approved in China, including 3 domestically produced drugs – Azvudine from Real Bio, and Junshi Biologics (SH688180, stock price 56.35 yuan, market value 55.54 billion yuan). Dewei and Simcere Pharmaceuticals (HK02096, stock price 10.7 Hong Kong dollars, market value 28.47 billion Hong Kong dollars) Xinuo Xin, 2 imported drugs – Pfizer’s Paxlovid, Merck’s Molnupiravir.
In addition, Zhongsheng Pharmaceutical (SZ002317, stock price 24.55 yuan, market value 19.99 billion yuan), Kexing Pharmaceutical (SH688136, stock price 22.47 yuan, market value 4.465 billion yuan), Frontier Bio (SH688221, stock price 15.16 yuan, market value 5.679 billion yuan) and other continued Rapidly promote the clinical development of similar products, leading the research and development progress as the second echelon product.
