Reducing prices, relaxing frequency, and cracking down on chaos, concept stocks have fled funds!

On May 30, the Office of the Leading Group for the Prevention and Control of the New Coronary Pneumonia Epidemic in Shanghai issued the "Notice on the resumption of public transportation and operation of motor vehicles from June 1 in the city's residential quarters", deploying an orderly restoration of access to residential quarters, public transportation, and public transportati.

Matters related to traffic operations and motor vehicle traff.

At the previous press conference, it was notified that from 0:00 on June 1, people entering public places with clear epidemic prevention requirements and taking public transportation must hold a negative nucleic acid test certificate within 72 hou.

In the new stage of normalization of epidemic prevention and control, "the frequency of testing is determined according to the development of the epidemic and the need for prevention and control according to the situation" is gradually implemented , and the nucleic acid testing time limit has been extended from 48 hours to 72 hou.

The actual scientific decision of epidemic prevention and control is also an exploratory measure to flexibly carry out the normalization of nucleic acid testing, which not only ensures the orderly epidemic prevention and control work, but also facilitates the resumption of work and production, and reduces the overall impact of epidemic prevention and contr.

cost

Industry insiders pointed out that in recent days, whether it is the national policy level to control the price of nucleic acid testing, flexibly adjust the frequency of nucleic acid testing, and intensify efforts to crack down on illegal and illegal nucleic acid testing, the aim is to better protect the quality of nucleic acid testing products and servic.

, to promote the nucleic acid testing market to return to rationali.

The transmission of top-level policies to the market accelerates the "survival of the fittest", and companies will definitely shift from pursuing short-term benefits to focusing on long-term sustainable val.

Whether it is lowering prices or relaxing frequencies, the nucleic acid testing market will quickly bid farewell to the logic of "barbaric growth", and the industry reshuffle of capital preservation and meager profits is inevitable; market regulation cracks down on violations of nucleic acid testing laws and regulations, and third-party nucleic acid testing services are ushering in the most With strict supervision, the "ceiling" of the industry has begun to be clearly se.

The capital market responded strongly to th.

On May 30, funds in the "nucleic acid detection" concept sector fled, triggering a rapid decline in the stock prices of individual stoc.

As of the close, IVDs including Shuo Shi Bio, Mingde Bio, Rejing Bio, Runda Medical, Jinyu Medical, e.

went publ.

The company's stock price fell sharp.

1

Lower the price, relax the frequency

Nucleic acid testing encounters a "ceiling"?

On May 25, the Office of the National Medical Insurance Administration and the Medical Rescue Team of the Joint Prevention and Control Mechanism for the New Coronavirus Pneumonia Epidemic issued the "Notice on Further Reducing the Prices of New Coronavirus Nucleic Acid Testing and Antigen Testin.

A few days ago, the single-person single-person test for the new coronavirus nucleic acid test was reduced to no more than 16 yuan per person, and the multi-person mixed test was reduced to no more than 5 yuan per pers.

For large-scale screening and normalized testing conducted by government organizations, the scale effect and the cost-sharing effect of grassroots organizations and volunteers must be fully consider.

The multi-person mixed testing of new coronavirus nucleic acid is calculated at a standard of no more than 5 yuan per pers.

f.

In fact, carrying out normalized nucleic acid testing can timely detect the source of infection of the new coronary pneumonia virus, quickly lock the control target, and effectively cut off the transmission rou.

To control the economic costs to society and the publ.

Previously, the person in charge of the relevant department of the National Medical Insurance Administration said in an interview that in accordance with the "Guiding Opinions of the State Council's Joint Prevention and Control Mechanism for the New Coronary Virus Infection Pneumonia Epidemic on Doing a Good Job in the Normalized Prevention and Control of the New Coronary Pneumonia Epidemic" and "On Accelerating the Promotion of New Coronary Virus Nucleic Acid Testing" "Implementation Opinions", the cost of normalized nucleic acid testing shall be borne by local governmen.

Obviously, whether it is medical insurance payment or government finance, the cost of normalized nucleic acid testing is inevitab.

Therefore, money must be spent on the cutting edge to carry out epidemic prevention and control work more efficiently, scientifically and reasonab.

On May 23, at the press conference of the Joint Prevention and Control Mechanism of the State Council, Guo Yanhong, the supervisory commissioner of the Medical Administration and Hospital Administration Bureau of the National Health and Health Commission, said that normalized nucleic acid testing should be determined according to the needs of local epidemic prevention and control, not one size fits a.

Not all cities need to establish a 15-minute nucleic acid sampling circle; in terms of frequency, not all people are required to be tested every 48 hours, and the specific testing frequency also depends on the local situation according to the occurrence and development of the epidemic and the needs of prevention and contr.

Determined by time and situati.

In order to further optimize the normalized nucleic acid detection work, notices have been issued in many places in China to adjust the time limit and frequency of nucleic acid detecti.

Shenzhen, Zhuhai, Guangdong, Suzhou, Jiangsu, Wuhan, Hubei and other places have adjusted nucleic acid inspection to 72 hou.

The market generally believes that, whether it is the reduction of nucleic acid testing costs and the adjustment of the testing time limit from 48 hours to 72 hours, the growth of the nucleic acid testing market has been close to the "ceiling" of short-term profi.

For companies that have seized the market opportunity period before, there is a certain element of luck in stepping on the "new crown virus detection" outl.

How to keep and make good use of "money earned by luck", optimizing and adjusting business sectors is becoming a must for companies to fa.

te.

A few days ago, Mingde Bio said that in the future, the company's strategic focus will be adjusted to other business sectors other than the new crown nucleic acid detection reagents, which is expected to bring new performance growth points to the company; at the same time, the company has accumulated a large amount of cash during the public health eve.

, will actively invest in research and development and seek epitaxial development opportunities, and enter cutting-edge technology fields such as in vitro diagnostic upstream raw materials, nanopore sequencing, and multi-omics detection through investment and mergers and acquisitio.

2

Third-party detection of frequent "thunderstorms"

Private institutions 'turned out'

At a time when epidemic prevention and control is normalized, the strong "capacity of attracting money" displayed by the nucleic acid testing industry has also attracted some speculato.

These institutions and individuals, attracted by high profits, undertake business beyond their own testing capabilities, and even In order to save costs and fabricate false data, the desperate behavior has brought great risks to the normalized epidemic prevention and control wo.

On May 27th, at the 347th press conference on the prevention and control of the new coronavirus pneumonia in Beijing, Li Ang, deputy director and spokesman of the Beijing Municipal Health Commission, gave comments on the investigation progress of Beijing Jinzhun Medical Laboratory .

, L.

Further notice:

Since April 25 this year, in order to seek illegal economic benefits, Beijing Jinzhun Medical has violated the regulations by using the nucleic acid samples collected from multiple districts to "mix 5 with 1" and "mix 10 with
, affecting the accuracy of the test results , seriously violating the quality and safety regulations, and being suspected of obstructing the prevention and treatment of infectious diseas.

At present, 17 people, including legal persons, have been arrested, and the case is under further investigati.

At the press conference, Li Ang said that the Jinzhun Medical incident was a serious nucleic acid testing quality and safety incident, which revealed that individual nucleic acid testing institutions lacked the concept of practicing according to law, lacked quality and safety awareness, poor management, and lax quality control, which seriously affected nucleic acid testi.

The image of the industry increases the difficulty of epidemic prevention and control and interferes with the overall situation of epidemic prevention and contr.

Jin Zhun Medical's illegal behavior is the result of the police's investigation of the crime of obstructing the prevention and control of infectious diseases after the police's investigation of the original test data of Beijing Pu Shi Medical Laboratory Laboratory was obviously less than the number of samples tested, and found during the nucleic acid detection process during wo.

Suspected criminal circumstanc.

Just after the Pu Shi medical incident and the Jin Zhun medical incident, on May 28, the Beijing Municipal Health Commission found that the traceability records of the Beijing Zhongtong Lanbo Medical Laboratory Laboratory were incomplete, the record rules were unclear, and the original specimen circulation slip could not be provid.

Compared with the original paper records of the amplification plate, the amplification file records at some time points do not match the laboratory's self-reported testing quantities, and multi-tube samples are mixed for testing in violation of regulations

The investigation of three nucleic acid testing institutions in Beijing within 10 days is only a microcosm of the "savage growth" of the nucleic acid testing indust.

On May 30, at the 350th press conference on the prevention and control of the new coronavirus pneumonia in Beijing, Xu Hejian, deputy director of the Municipal Party Committee Propaganda Department, director of the Municipal Government Information Office, and spokesperson of the Municipal Government, introduced that it is necessary to strengthen the construction of nucleic acid detection capabiliti.

For normalized nucleic acid testing, whether it is price control, flexible work arrangements for nucleic acid testing, or intensified efforts to crack down on illegal and illegal nucleic acid testing, all have brought a timely "cooling rain" to the overheated nucleic acid testing mark.

In order to benefit the over-hyped capital market, only by returning to rationality under this cooling and better guaranteeing the quality of nucleic acid testing products and services can we ensure the normalization of epidemic prevention and control, and we can achieve the final victo.

The person in charge of the Medical Administration and Hospital Administration Bureau of the National Health and Health Commission previously made it clear that in strengthening the supervision of third-party testing institutions, the "Interim Measures for the Management of Medical Testing Laboratories" and "Administrative Measures for Large-scale New Coronavirus Nucleic Acid Testing Laboratories" will be formulated and implement.

Third-party nucleic acid testing services have repeatedly "stormed thunder", which has also aroused great attention from supervision and the market, and further led to an "avalanche" of brand integrity of the products and services of third-party testing institutio.

Experts believe that whether an enterprise can strengthen self-discipline, comply with laws and regulations, and complete epidemic detection services with high quality and quantity, this is the focus of supervision by the regulatory authorities, and it is also the key to the long-term prosperity of an enterprise; strict inspection and quality control, continuous In terms of optimizing technical levels and continuously improving quality management standards, enterprises must fulfill their main responsibilities in ensuring the quality of nucleic acid testing products and servic.