A day in monkeypox concept stocks: carnival, skyrocketing, and wrong speculation

There was a new crown epidemic before, and then there was hepatitis of unknown cau.

Now another monkeypox virus has emerg.

When it comes to monkeypox virus, many people will think of the smallpox virus that has endangered humans for many yea.

Previously, monkeypox rarely spread outside Africa, and when it did, outbreaks were sma.

Like this time, it is the first time that up to 100 people have been infected in many parts of the world, and Belgium even issued the world's first "quarantine orde.

However, crisis and opportunity often coexi.

It is for this reason that the concept of monkeypox is on fi.

But for now, whether it is monkeypox detection and screening, vaccines or drugs, I am afraid it is difficult to reproduce the myth of the new crown wealth-maki.

/ 01 /

Monkeypox detection reagent, difficult to hatch the next Jiu'an Medical

The story of Jiu'an Medical's daily profit of 159 million yuan by new crown test kits has shocked countless peop.

For nucleic acid testing companies, if there is another such opportunity, the attitude of most companies is probably that they would rather be at fault and not miss .

The sudden outbreak of monkeypox has given some companies ho.

Zhijiang Bio and Shuo Shi Bio have announced that they already have monkeypox virus nucleic acid detection ki.

As soon as the news came out, Zhijiang Bio and Soshi Bio were quickly sought after by fun.

In addition, companies that have not yet launched monkeypox accounting screening products are not id.

Daan Gene, Shengxiang Bio, Kaipu Bio, and Orient Bio have all stated that they have stocked monkeypox virus nucleic acid detection kits, which can quickly identify monkeypox vir.

So, will monkeypox nucleic acid detection reagents sell as big as new crown nucleic acid detection reagents? For now, it's unlike.

From the demand side, the demand for monkeypox nucleic acid detection reagents is far less than that of new crown nucleic acid detection reagen.

Although the cause of the current large-scale spread of monkeypox virus is still inconclusive, people in the industry generally believe that monkeypox will not cause widespread transmission like the new coronavir.

The reason is that the spread of monkeypox is nothing compared to the new cro.

So far, the R0 value of monkeypox, that is, the number of people an infected person can infect has been less than 1, and one patient can infect at most one person, which makes it difficult for the monkeypox virus to break out on a large sca.

The R0 of the new coronavirus Omikron strain is as high as 10, and a carrier of the Omikron strain can infect 10 peop.

In addition, unlike the many asymptomatic infections of the new crown, monkeypox patients have obvious sympto.

Patients infected with monkeypox usually begin to develop a rash within 1-3 days of having a fever, and this rash also makes it relatively easy to identify a monkeypox infected pers.

Even without nucleic acid detection reagents, monkeypox infections will surface on their o.

Therefore, for monkeypox detection reagents, it is not very likely to reproduce the "record" of the new cro.

/ 02 /

Vaccines are in demand, but there are reserves overseas

In the face of infectious diseases, vaccines are naturally an indispensable protective weap.

In 2021, the new crown vaccine company will undoubtedly be the biggest winn.

Whether it is Kexing in China, or Pfizer, Moderna, and BioNTech overseas, the performance has soared rapidly due to the first launch of the new crown vacci.

So, will the vaccine for 2022 be the monkeypox vaccine? Before answering this question, we need to briefly understand the history of monkeypox virus and its vaccin.

Unlike the surprise visit of the new coronavirus, monkeypox virus is not a new vir.

The monkeypox virus was discovered as early as 195

Previously, monkeypox virus has broken out in some African countries, and vaccines that can prevent monkeypox virus have also been marketed in the United Stat.

Bavarian Nordic's modified vaccinia virus Ankara strain vaccine approved in the United States in 2019 is the only vaccine currently available that combines both monkeypox and smallp.

The.


media "Newsweek" reported on the 19th that the.


health department has ordered millions of doses of vaccines against the monkeypox virus worth $119 milli.

The day before, Bavarian Nordic issued a statement saying that it had signed a $299 million contract with the.


Biomedical Advanced Research and Development Agency, with a total order of 13 million doses, and the first batch of vaccines are expected to be delivered in 202

In addition, the monkeypox virus is a cousin of smallpox, so vaccines approved to prevent smallpox are also theoretically effective against monkeyp.

According to the WHO, the smallpox vaccine is 85 percent effective against monkeyp.

So the vaccine Emergent approved for smallpox in 2007 should theoretically also be effective against monkeyp.

As the monkeypox epidemic fermented, the stock prices of the two companies also ro.

Emergent shares rose 149% on Friday, while Bavarian Nordic shares have risen more than 70% since the number of monkeypox cases in Europe began to rise on the 19.

The popularity of monkeypox vaccine has also spread to Chi.

Kangchen Biopharmaceuticals, a subsidiary of Kangchen Pharmaceuticals, holds 63% of the shares of Yourui Medicine, which is the only cooperative company of Bavarian Nordic in China and parts of As.

With this relationship, on May 23, Kangchen Pharmaceutical directly harvested the daily lim.

In addition to Kangchen Pharmaceuticals, Tiantan Bio has also received a lot of attenti.

It was previously reported that only Tiantan Bio has the technical reserve of smallpox vaccine in the domestic mark.

Its stock price was close to the daily limit on the 23rd and closed down to 6

However, Tiantan Biology stated at noon that the company's smallpox vaccine business has been divested to China Biotechnology when it was restructured around 2017, and there is no vaccine business at prese.

In fact, China Biotechnology said on the 22nd that it had safely sealed "vaccinia" for emergency use after eliminating smallp.

Smallpox vaccine is prepared from "vaccinia", that is to say, there are corresponding vaccine technical reserves in Chi.

In addition, 100 grams of organisms with chickenpox vaccine have also become popular with the monkeypox vir.

As of the close on the 23rd, Baike Bio’s stock price rose 14
Regarding the stock price change, Baike issued a statement saying that although the chickenpox vaccine and monkeypox belong to the same family, the chickenpox vaccine does not prevent monkeyp.

In general, in addition to China's biological reserves, the current domestic vaccine players' layout of the smallpox vaccine is still in a bla.

Moreover, investing in the research and development of monkeypox vaccine now does not seem to be a cost-effective de.

The core is that, on the one hand, foreign vaccines have been approved for the market, and domestic players have difficulty catching up with foreign players in terms of progre.

This also means that it is difficult for domestic players to eat overseas markets like Kexing;

On the other hand, from the demand side, the demand for monkeypox vaccine is limit.

At present, the general view of many celebrities is that it is unlikely that there will be a surge in monkeypox cas.

In the event of a surge, smallpox vaccination could also be given to contacts of the case and surrounding populations, rather than the entire populati.

In addition, under the current domestic epidemic prevention and control strategy, the probability of domestic monkeypox virus outbreaks is not lar.

In these circumstances, vaccinating the entire population against smallpox or monkeypox is not a likely decisi.

/ 03 /

Monkeypox cure that doesn't exist

Monkeypox is a self-limiting disea.

This means that, for most patients, no treatment is required and the patient will recover on their o.

However, monkeypox can still be fatal for some patients with weakened immunity or co-morbiditi.

After preliminary sequencing, the epidemic comparison may be a West African stra.

Although the West African virus strain is more "gentle", with a mortality rate of 1%, drugs are still an essential respon.

At present, there is no specific medicine for monkeypox vaccine, but according to the recommendations of the US Centers for Disease Control and Prevention, drugs for the treatment of smallpox and antiviral drugs can be used to control the monkeypox epidem.

There are already drugs approved for the smallpox virus in the United Stat.

In June 2021, Chimerix's Tembexa was approved, becoming the world's first smallpox antiviral drug approved for use in all age grou.

It is worth mentioning that on May 16 Chimerix announced the sale of Tembexa to Emergent for $335 milli.

So far, Emergent has both a drug and a vaccine against smallp.

In addition, in 2018, the United States also approved the SIGA oral formulation drug Tecoviride for the treatment of smallp.

The drug blocks the release of the virus from cells by binding to the variola virus ge.

In the in vitro test against monkeypox virus, tecavivir at a concentration of 01 μmol/L can inhibit 50% of monkeypox virus replication in vit.

In addition, tecavivir combined with smallpox vaccine can also prevent and treat adverse reactions caused by the latter, reduce the level of damage, and accelerate wound heali.

Although the effect of Tecovir on monkeypox virus is only effective in vitro, it does not affect the capital market's favor for Tecov.

Shares of SIGA surged as the monkeypox virus ferment.

As of the close on May 20, SIGA Technologies surged 43

In addition to smallpox, the antiviral drugs cidofovir and Brincidofovir are also recommended by the US Centers for Disease Control and Prevention for monkeypox vir.

Although there are no data to prove that cidofovir and Brincidofovir are effective in the treatment of human monkeypox cases, in vitro and animal experiments have shown activity against poxvirus.

The enthusiasm of the US stock market has also spread to China, and many pharmaceutical companies with monkeypox-related drugs have also been sought after by fun.

Among them, Unionway has been enthusiastically sought after by funds because of its possession of a special dr.

As of the close of the 23rd, the stock price has risen by 20%; Aladdin Bio has also attracted attention because of its possession of cidofov.

However, it should be noted that the drugs of these two companies are used for scientific research and cannot be used for clinical resear.

This also means that both of them still have a long way to go before they can truly become medicin.

/ 04 /

Summarize

No one can make a rash assertion about the final trend of monkeypox virus, so it is still necessary to reserve drugs and vaccin.

It's an opportunity, but how big is it?

At the same time, a lot of concept stocks have emerged in A-shares today, and the market value of the entire sector has surged by 25 billion yu.

After the carnival, everyone needs to identify which ones are hot and which ones are capable compani.