The good news of domestic new crown drug research continues, what is the next step?

Recently, the key data results of the Phase III global multi-center clinical trial (NCT04870606) of Prokluamide in the treatment of mild-moderate non-hospitalized patients with COVID-19 by Kintor Pharmaceuticals showed good results
.
For a time, the stock price rose immediately, and it soared by 200% within 2 minutes of opening in the morning.
Therefore, it was given a name by the industry as a "life-saving straw" for tens of billions of pharmaceutical companies
.
It also drove the pharmaceutical sector of Hong Kong stocks.
Genting Xinyao-B, Clover Bio-B, Tengsheng Bo Yao-B rose by more than 10%, China Traditional Chinese Medicine, Hebo Medicine-B, Hygeia Medical and other top gainers, and the Hong Kong Stock Connect Pharmaceutical ETF (159776) rose more than 4%
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At the same time, it triggered the industry to think about new crown drugs: how will new crown drugs develop in the post-epidemic era? Has the spring of domestic new crown drugs come? Will it become another involution drug? How to develop new crown drugs in the post-epidemic era The current mainstream methods for treating mild to moderate symptoms of new coronary pneumonia include vaccines, neutralizing antibodies, small molecule drugs, and traditional Chinese medicine
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Regarding vaccines, there are well-known 8 new crown vaccines that have been listed in China, including Kexing, CanSino, Wuhan Institute, and Beisheng Institute.
As of now, there are 33 vaccines in the world
.
Various technical routes such as inactivation, recombinant protein, adenovirus vector, and mRNA all have marketed varieties.
Among them, inactivated vaccines are the most widely used and widely accepted by the public, and mRNA has the highest basic immunity efficiency
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The fastest-growing new crown vaccine data source in China: Southwest Securities
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On December 8, 2021, Tengsheng Biopharmaceuticals was approved to market the neutralizing antibody combination therapy in China, becoming the first marketed neutralizing antibody therapy for COVID-19 in China.
Currently, there are 6 neutralizing antibody therapies on the market worldwide
.
The world's fastest-growing new crown treatment neutralizing antibody data source: Southwest Securities
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There are 4 new crown small molecule drugs on the market in the world.
In China, Kintor Pharmaceuticals, which has announced the key data results of phase III clinical trials, has caused a lot of good expectations
.
Junshi Bio's oral nucleoside VV116 research stage is an international multi-center phase III
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Data source: Southwest Securities
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As for traditional Chinese medicine, we found that Shanghai has stepped up its use of traditional Chinese medicine in response to the new crown epidemic
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For those with positive infection, the use rate of traditional Chinese medicine was stable at 98%, and the content of acupuncture and moxibustion was increased to cooperate with traditional Chinese medicine
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For the treatment of children, a variety of traditional Chinese medicines such as Angong Niuhuang Pills, Jinhua Qinggan Granules, Lianhua Qingwen Capsules (granules) have been launched, Xuebijing Injection of Hongri Pharmaceutical, Xuanfeibaidu Granules of Buchang Pharmaceutical, Yiling Products such as Lianhua Qingwen Capsules (granules) from the pharmaceutical industry and Huoxiangzhengqi Oral Liquid from Taiji Group have been included in the treatment of the new coronavirus
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In addition, the Chinese medicine industry also ushered in policy blessings at the end of March, and the 14th Five-Year Plan clarified tasks and key measures.
Chinese medicine is expected to play a greater and more active role in integrated Chinese and Western medicine, difficult and difficult diseases, infectious diseases, chronic diseases and pre-disease treatment.
effect
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Image source: Photo Network
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With the gradual spread of 2022, the global new crown pneumonia has basically come to an end, the virus mutation continues to change to the situation that the mortality rate is decreasing and the infection rate is increasing, and the epidemic situation tends to be milder and flu-like
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The advantages of vaccine prevention and control in the early stage will be weakened, the convenience is not as good as drugs, and the window of new crown drug treatment will be expanded
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Is involution coming? Currently looking at the global new crown treatment drugs, there are Pfizer's Paxlovid for mild and moderate disease, Merck's Molnupiravir; Lilly's Baricitinib for severe or critically ill patients
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Rising stars, such as Real Bio, Junshi Bio, Frontier Bio and other companies are also taking the lead in the research and development of small molecule drugs, striving to obtain excellent data in the clinical stage; Ascletis Pharmaceuticals, Genting Xinyao, Simcere Pharmaceuticals, etc.
Power in the dark
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At present, there are three main technical routes for the research and development of new crown treatment drugs, including drugs that block the entry of viruses into cells (mostly antibody drugs), drugs that inhibit virus replication (mostly small-molecule drugs), and drugs that regulate the human immune system (TCM prescriptions, etc.
)
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Having conquered the most effective and lowest-cost small-molecule oral drugs, Kintor Pharmaceuticals will take the first wave of the situation, and the launch of proclutamide will bring the first hope to Kintor Pharmaceuticals
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With successful precedents, the company's diversified product pipeline of small molecule innovative drugs, biological innovative drugs and combination therapies is "multi-pronged".
It has 7 new drug projects under clinical research in China, the United States and other countries, and a variety of clinical The previous project is in progress
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Let’s take a look at the above Paxlovid and Molnupiravir first.
According to public data, Merck’s Molnupiravir can reduce the risk of hospitalization or death in new crown patients by about 50%, and Pfizer’s PAXLOVID can reduce it by 89%
.
At first glance, Molnupiravir has been compared.
In fact, in its trial, the proportion of severe deaths in the placebo group reached 14%, and that of PAXLOVID was about 7%.
Which is worse
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From the core safety point of view, Molnupiravir is a nucleotide analog that can compete with RNA polymerase for substrates, thereby inhibiting the replication of the new coronavirus.
Whether it causes mutations is currently a concern.
All animal tests and clinical trials have shown that it is safe of
.
Comparison of Molnupiravir and PAXLOVID Image source: Twitter @EricTopol No matter how fiercely the drug competes, the vaccine is still the most cost-effective and safest means
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Strict prevention and control is still the most immediate measure against the new crown
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Of course, as there are more and more oral drugs for the new crown, or DXP604/DXP593 (BeiGene) and BRII-196/BRII-198 (Tengsheng Boyao) that are being developed in China, the more the better for the general public
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Conclusion In view of the fact that Kintor's Prolukamide has disclosed the results of Phase III clinical trials, and the effect is remarkable
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If it can be launched as scheduled, it will become the first oral drug for the new crown in China, and it will also be exported to the world to develop its own territory.

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However, as the pathogenicity and infectivity of the new coronavirus mutated virus become weaker, and the prevention and control and vaccines are gradually weakened or even withdrawn, the new crown treatment drugs will become more important, and the market will become larger and larger
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At the same time, it must be clearly seen that traditional Chinese medicine will rise strongly, and the Chinese people's preference for traditional Chinese medicine will also have a certain impact on the new crown drugs
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How will the new crown drug development research develop in the later stage, we will wait and see! References: [1] Kintor Pharmaceutical Annual Report, Announcement, Official Website [2] TargetingAndrogenRegulationofTMPRSS2andACE2asaTherapeuticStrategytoCombatCOVID-19 [3]Androgen receptor antagonist is a potential new therapy for male COVID-19 patients, which can effectively inhibit the expression of ACE2 and TMPRSS2
.
[4] Chinese medicine treats the new crown! WHO recognized, Shanghai strengthened its use, and products of many companies were included in the new version of the new crown diagnosis and treatment plan! , Pengbai Media, 2022-04-06 [5] Two years after the epidemic, how is the treatment of the new crown? , Health Industry, 2022-02-16 [6] 100% protection rate! Heavy news came from the domestic new crown drug, the "life-saving straw" for tens of billions of pharmaceutical companies? Kanjian Finance, 2022-04-07