Ten consecutive boards, daily limit tide!

On May 12, as of the close, Kexing Pharmaceuticals had risen by more than 10%, Chengzhi , Zhongsheng Pharmaceutical , and Minovar had daily limit, Xinhua Pharmaceuticals recorded ten consecutive boards, and Frontier Bio , Junshi Bio , and Borui Pharmaceuticals followed su.

Recently, the stock prices of all pharmaceutical companies that have been exposed to "new crown oral drugs" have successively or even hit the daily limit, and the influence of the tuyere can be se.

Sinovac Pharmaceuticals

On February 21 this year, Kexing Pharmaceutical announced that its wholly-owned subsidiary Shenzhen Kexing signed a cooperation agreement with Shenzhen Antaiwei Biomedical .

On April 18, Kexing Pharma disclosed in the research report that the preclinical work of the new crown small molecule oral drug SHEN26 has been basically completed, and it is making every effort to promote the application for clinical resear.

Chengzhi shares

The synthesis of nucleoside drugs cannot bypass D-ribo.

Representatives of nucleoside drugs include Mopiravir from Merck, VV1166 from Junshi Bio, and Remdesivi.

Zhongsheng Pharmaceutical

On the evening of May 11, Zhongsheng Pharmaceutical issued an announcement that the clinical trial registration application of Zhongsheng Ruichuang oral anti-new coronavirus 3CL protease inhibitor, a class of innovative drugs, RAY1216 tablets, was accepted by the State Food and Drug Administrati.

In today's session, Zhongsheng Pharmaceutical has a strong daily lim.

Junshi Biology

On May 10, the Ministry of Innovation and Development of the Republic of Uzbekistan and the Central Asian Drug Research and Development Center of the Chinese Academy of Sciences/Sino-Uzbekistan Medical Science and Technology City jointly held a "Renmindevir (VV116), the original innovative drug for the treatment of COVID-19, and its Therapeutic Effects" press conferen.

According to the news at the press conference, at present, Renmindevir has been listed in Uzbekistan under the trade name: Mindvy, and the price is 185 US dollars, which is about 1243 yu.

Affected by the above news, on May 12, Junshi Bio-U rose 99% to close at 127 yu.

According to Western Securities Research, the head-to-head clinical trial of VV116 and Pfizer Paxlovid in Ruijin Hospital has been complet.

Xinhua Pharmaceutical

On the afternoon of April 26, Xinhua Pharma (00075SZ) announced that it signed a "Strategic Cooperation Agreement" with Henan True Biotechnology .

Minovar

On April 25, Minovar released its 2021 annual report and first quarterly report, and planned to acquire a 49% stake in Xuancheng Minoart (the main supplier of new crown drug intermediates) in ca.

Frontier Biology

FB2001 developed by Frontier Bio is a new coronavirus protease inhibit.

According to the public information of the listed company, in April 2021, FB2001 obtained the clinical trial approval document approved and issued by the FDA, and started the Phase I clinical trial; in December 2021, the clinical trial application of FB2001 was approved by the State Food and Drug Administrati.

Borui Medicine

Borui Pharmaceutical announced at the beginning of this year that the company signed a "sub-license agreement" with the Medicines Patent Pool Foundation (MP.

Non-exclusive license for the production, commercialization and related rights of the oral drug Molnupiravir under investigation using regional patents and MSD know-how in 105 low- and middle-income countries/regions such as Pakistan and Côte d’Ivoire) and in the field .


for the treatment of COVID-19) , the above-mentioned production includes the raw materials (drugs) and finished drugs (preparations) of Molnupirav.

Jincheng Medicine

According to the official Weibo of Zibo Municipal Government on April 18, recently, Shandong Jincheng Pharmaceutical's scientific research team successfully broke through the key intermediate neck technology of Pfizer's new crown special drug, Paroved, and quickly realized industrializati.

Zheng Gengxiu, chief scientist of Jincheng Pharmaceutical, said that the research and development of Pfizer Paroved as an intermediate is extremely difficult and valuab.

One kilogram is more than 10,000 yu.

The company has broken through a series of key technologies in equipment technology, biological fusion technology and purification technolo.

bottlene.

Previously, the company said in an investor survey that the planned production capacity of HR2002 is 300 tons per ye.

As of the end of March, the company has sold more than 50 tons of HR2002 products and more than 100 kilograms of SM1 products this ye.

The production capacity can currently meet customer nee.

The company has also developed three segments of Shionogi's 3CL, and has achieved phased results in terms of technolo.

Aoxiang Pharmaceutical

Aoxiang Pharmaceutical recently issued an announcement that Zhejiang Qizheng Pharmaceutical .

, L.

, a wholly-owned subsidiary, has signed the "Outsourced Processing and Production Framework Agreement" and "Drug Outsourced Production" with Henan True Biotechnology .

, L.

for the processing and production of Azvudine table.

Quality Agreement", the above agreement is a framework document for cooperation between the two parties, which is not binding and does not involveand the specific transaction amount, which did not meet the information disclosure standar.

Simcere Pharma

SIM0417 developed by Simcere Pharmaceuticals is an oral specific drug for COVID-1 In November 2021, Simcere Pharma reached a project cooperation with Shanghai Institute of Pharmaceuticals, Simcere Pharma obtained the exclusive rights to develop, manufacture and commercialize the SIM0417 series global.

SIM0417 can target 3CL, a key protease necessary for SARS-CoV-2 virus replication, and has shown good antiviral activity and safety in preclinical animal mode.

Genting Sunrise

EDDC-2214, a drug under development by Genting New Drugs, is a 3CL protease inhibitor developed and commercialized globally by the Singapore Experimental Drug Research and Development Cent.

The drug is expected to become the leading oral anti-new coronavirus drug of its ki.

EDDC-2214 is a novel and potent 3CL protease inhibitor against COVID-1 Compared with other similar oral anti-COVID-19 products, EDDC-2214 shows better in vitro potency and preclinical oral bioavailabili.

real creature

Among the domestic new crown oral drugs, Real Bio's azvudine research and development progress is also in a leading positi.

At present, the Phase 3 clinical trial of azvudine has been completed and has been submitted for approval in Russia and Braz.

Based on the current AIDS drug pricing of Azvudine, the corresponding price for a single course of treatment for the new crown is more than 900 yu.

According to real biological calculations, the ton level of raw materials can be reduced to 400,000 kilogra.

If the price of raw materials is reduced in the same proportion, the single course of treatment is 240 yu.

On the evening of May 10, Aoxiang Pharmaceutical (60322SH) announced that the company's wholly-owned subsidiary Qizheng Pharmaceutical has recently signed a "contracted processing and production framework agreement" with Real Biology on the processing and production of azvudine table.

" and "Drug Entrusted Production Quality Agreemen.

However, since the clinical trial results of Azvudine have not yet been announced and have not been approved by the State Food and Drug Administration, the cooperation agreements signed between these three A-share companies and Real Biology are currently only at the "framework" stage, and none of them has clearly defined production and sales orde.

substantive conte.

In addition to Aoxiang Pharmaceutical, China Resources Double-Crane and Xinhua Pharmaceutical have both announced to become its production and distributo.

As more and more domestic players enter the game, it is expected that Pfizer Paxlovid's exclusive status in China will be impacted, and the price of new crown oral drugs is not expected to be too hi.