6 days 4 daily limit, 14 days 11 daily limit!

This is a "true" story

An unIPO company, by itself, led an established listed pharmaceutical company to gain 4 daily limit within 6 days

Perhaps only the new crown concept stocks can inspire the hearts of the pharmaceutical industry

When Xinhua Pharma joined hands with Real Bio, A-shares gained 4 daily limits in 6 days, and H-shares rose by more than 120%

01 Old pharmaceutical companies stand on the "wind" again

Although at the performance briefing on April 25, when investors asked whether the company produced the new crown drug Azvudine API, Xinhua Pharma still replied: The company has no major issues that should be disclosed but not disclosed

The next day, Xinhua Pharma announced that it signed a "Strategic Cooperation Agreement" (hereinafter referred to as the "Agreement") with Henan Real Biotechnology Co.

According to the agreement, Real Bio is committed to the research and development and registration of drugs, and has drug registration certificates and/or patent rights for products such as Azvudine, as well as relevant valuable and proprietary information and data; Xinhua Pharma owns cGMP drugs Production capacity, agree to produce related products for real organisms in accordance with the relevant requirements specified in the registration documents to meet the registration and sales needs of real organisms in China and potential international markets

Affected by this news, on the morning of the 27th, Xinhua Pharmaceutical's daily limit on A shares, H shares rose by more than 120% at one time, and the increase reached 50% as of the close

Although Xinhua Pharma stated, "The "Strategic Cooperation Agreement" signed this time is a strategic cooperation agreement reached by both parties, and both parties agree to negotiate and sign the "Entrusted Production Agreement" and "Technology" based on the principles of fairness, reasonableness and compliance.

For this 80-year-old established pharmaceutical company, there is an urgent need for a "window" to turn things around

Xinhua Pharma is the core subsidiary of Hualu Holding Group Co.

According to the 2021 annual report, the operating income of Xinhua Pharmaceuticals was 6.

The data shows that from 2019 to 2021, its net profit is quite "stable", with 323 million yuan, 347 million yuan, and 362 million yuan respectively

Xinhua Pharmaceutical has also been seeking transformation in recent years

On the funding front, Xinhua Pharma has also made moves

Regarding the impact of this cooperation, Xinhua Pharma stated that the signing of this agreement is conducive to the production of the company's modern pharmaceutical international cooperation center, and the impact on the company's financial status and operating results in 2022 and in the future depends on the progress and implementation of specific projects.

02 Real Creatures will start the IPO process of Hong Kong stocks

For real organisms, the expansion of new indications for azvudine is of great significance
.
Azvudine is a new class 1 oral anti-AIDS drug independently developed by Real Bio.
It was approved for marketing in China in July 2021 for the treatment of adult HIV-1 infected patients with high viral load
.
The drug is a novel nucleoside reverse transcriptase and accessory protein Vif inhibitor, and the world's first dual-target anti-AIDS innovative drug
.
It has been supported by the national "Major New Drug Creation" major scientific and technological project
.

One month after the product was launched, in August 2021, Real Bio announced the completion of a $100 million Series B financing led by Yifeng Capital and Yingke Capital.
expansion,
etc.
According to the financing news released by its official WeChat, after this round of financing, Real Life will start the IPO process of Hong Kong stocks
.

In the research and development of new crown indications, the Phase III clinical trials of this product in China, Russia and Brazil have been completed, and the application for marketing is currently underway
.
On April 2, the website of the National Center for Drug Evaluation showed that Real Bio submitted an application for a class III communication meeting, and the status column was changed from "processing" to "feedback"
.
This change has been interpreted by the outside world as an important signal that Azvudine Phase III is about to be unblinded and declared for marketing, which is expected to become the first domestic oral drug for COVID-19
.

On April 16, Professor Jiang Jiandong, a member of the Chinese Academy of Medical Sciences and academician of the Chinese Academy of Engineering, introduced the research and development of the product at the China Medical Development Conference.
The expectation of the product is "an effective and new mechanism of anti-new crown chemical drug"
.

According to Jiang Jiandong, the patient's nucleic acid turned negative 3-4 days after oral administration of azvudine, the average medication time was 6-7 days, and an average of 9 days was discharged from the hospital
.
In addition, azvudine is also effective for patients who have been ineffective with other drugs for multiple days, and unlike other new crown drugs, azvudine has similar effects on severe and mild patients
.

Regarding the commercialization of Azvudine, Du Jinfa, CEO and CSO of Real Biotechnology Co.
, Ltd.
, said in an interview with the media in September 2021 that Real Bio is mainly for the global deployment of AIDS treatment
.

It is understood that in addition to the antiviral drug azvudine, the real biological research and development project; in the field of anti-tumor, a new class 1 drug for the treatment of non-small cell lung cancer, doxitinib mesylate, has entered the clinical stage
.
According to the CDE drug clinical trial registration and information publicity platform, there are currently 6 clinical trials in real life, including 5 trials on azvudine and the other on doxitinib mesylate tablets.
All trials are not yet recruiting
.

There is a possibility that azvudine will become the first domestically approved oral drug for COVID-19 in the future, but it is still full of unknowns and uncertainties
.
At present, the new crown oral drugs of VV116 of Junshi Bio (688180) and Prolutamide of Kintor Pharmaceutical (9939) are also in the phase III research stage
.

03 New crown drug concept stocks that were taken flying

Once hitch a ride on the concept of the new crown, from CDMOs, raw material pharmaceutical companies, to distribution and distribution companies, and pharmaceutical companies in the upstream and downstream of the new crown treatment drug industry chain, their stock prices have been "taken flying", or doubled and skyrocketed.
, or a strong daily limit, or even out of the N even board
.

By virtue of becoming the commercial operation of Pfizer's new crown virus treatment drug PAXLOVID in the Chinese mainland market, Sinopharm once achieved 11 daily limits in 14 trading days, with a cumulative increase of 230%, exceeding the industry average increase of 12.
93%
.

In the news, Sinopharm signed an agreement with Pfizer on March 9 this year.
The company will be responsible for the commercial operation of Pfizer’s new coronavirus treatment drug PAXLOVID in the Chinese mainland market during the agreement period (2022)
.
On the official website of China Medicines, the news of signing a cooperation agreement with Pfizer was also placed on the homepage
.

Not only Chinese medicine, but also the raw material drug companies that have obtained the authorization of the new crown oral drug generics, have also reached the daily limit
.

From January 20, when the Pharmaceutical Patent Pool Organization (MPP) announced the authorization of the generic new crown oral drug Molnupiravir (Monupiravir), Fosun Pharma and Borui Pharma opened the daily limit; to March 17, Pfizer's new crown oral drug was confirmed to be approved by the MPP.
Authorized by 35 pharmaceutical companies, four listed companies, Jiuzhou Pharmaceutical, Fosun Pharmaceutical, Huahai Pharmaceutical, and Puluo Pharmaceutical, hit their daily limit during the session
.
Although it is still unknown whether the licensed companies can successfully imitate and mass-produce them, the capital market has already given feedback
.

In addition, stimulated by the news that Japan's Shionoyi's new crown oral drug is about to be put into clinical treatment, Peking University Medicine and Changjiang Health have also successively achieved "one-word daily limit"
.

Of course, the market's sensitivity to the concept of the new crown has also caused Oolong incidents to occur from time to time
.

The stock price of Essence Pharmaceuticals has experienced a roller coaster before
.

From December 24, 2021 to January 5, 2022, Essence Pharmaceuticals closed at the limit-up price for 8 consecutive trading days, with a cumulative increase of 114.
62%
.
Shares hit a nearly three-year high
.
It is understood that Senxuan Pharmaceutical, a holding subsidiary of Essence Pharmaceuticals, produces and sells ritonavir series of pharmaceutical intermediates
.
Obviously, whether there is a business relationship between the ritonavir intermediates produced by Senxuan Pharmaceuticals and Pfizer's new crown oral drugs has become the most concerned situation for investors
.

Judging from the interactive platform, Essence Pharma initially did not give a direct response to whether the company has relevant cooperation with Pfizer
.
On January 4, Essence Pharma clearly stated that "the subsidiary Jiangsu Senxuan's 2019 semi-annual report provides high-quality products for Gilead and is an important customer of the company
.
Has the subsidiary provided Gilead with ritonavir intermediates?" Body products?" The reply said, "The company's subsidiary Senxuan Pharmaceutical currently has no direct supply cooperation with Gilead in the United States
.
"

The next day, Essence Pharma stated, "In 2019, Senxuan Pharmaceutical, a subsidiary of the company, has indeed cooperated with Gilead, but there is currently no cooperative supply
.
" As Essence Pharma clearly stated that "Senxuan Pharma has no cooperative supply relationship with Gilead.
" Later, its stock price opened at the limit-down price of 12.
29 yuan per share on January 6, down 8.
64% throughout the day
.
Down again the next day
.

Later, there was an announcement from China Resources Shuanghe that directly changed from the daily limit to the lower limit
.

On April 19, China Resources Shuanghe issued an announcement on abnormal fluctuations in stock trading and a related consultation letter, stating that it has not reached a relevant agreement with Real Life, and there are no other media reports or markets that may or have affected the stock trading price of the listed company.
Rumors, do not involve hot concept matters,
etc.
The next day, China Resources Shuanghe opened lower and moved lower.
It fell by the limit during the session, bottomed out in the afternoon, and then fell by the limit again in the late session
.

Before this clarification announcement was released, it was reported at the end of March that China Resources Shuanghe had "signed an agreement with Real Biology to produce and sell the antiviral drug Azvudine
.
" That is why, in the secondary market, China Resources Shuanghe Crane has been going up all the way, and its stock price has almost doubled compared to the end of last year, rising by more than 30% from March 24 to March 31
.
Even harvested 4 daily limits in April
.
And hit a new high on the 19th
.

The concept of the new crown continues to stir the "nerves" of the capital market, and obviously, it will continue to be the focus of market attention in the future
.