: the pharmaceutical sector is favored, and the exclusive varieties of traditional Chinese medicine are also concerned

Recently, industry and company information review 1 The h7n9 avian influenza epidemic is severe Since the beginning of the year of the diagnosis and treatment plan (2014 version) issued by the national health and Family Planning Commission, 110 cases of h7n9 avian influenza have been confirmed in China, including 20 deaths in Zhejiang, Guangdong and Shanghai Recently, the number of confirmed cases of human h7n9 infection per week in China is close to the peak of last year H7n9 is similar to H5N1 and has the seasonal characteristics of high incidence in winter and spring Sporadic cases will continue to occur in some urban areas Experts said that the main indicators of h7n9 avian influenza virus, such as infection rate, transmission ability, pathogenicity and drug resistance, have not been changed, no variation with public health significance has been found, no biological basis for wide spread in the population, no ability to effectively spread in the population has been found, and according to the mathematical model analysis, the basic transmission number of h7n9 is only 0.09, When the index is less than 1, only limited and unsustainable human to human transmission can be achieved, while only a few cases have been found, all of which are second-generation cases In conclusion, experts believe that the flow of people during the Spring Festival will not increase the risk of virus transmission With the upgrading of h7n9 prevention and control, the health and Family Planning Commission issued a new version of the prevention and control plan for human h7n9 avian influenza (2014 version) The combination of traditional Chinese and Western medicine is recommended, and some of the exclusive varieties of traditional Chinese medicine are recommended In addition to Tanreqing Injection (Shanghai Kaibao, exclusive variety) and Xuebijing injection (HongRi pharmaceutical, exclusive variety), there are Xiyanping injection (Jiangxi Qingfeng, exclusive variety), Reduning Injection (Kangyuan pharmaceutical, exclusive variety), Shenmai injection and Shenfu Injection (Huarun Sanjiu) In terms of Chinese patent medicine, there are Shufeng Jiedu Capsule (Jiren pharmaceutical, exclusive variety), Lianhua Qingwen capsule (Yiling pharmaceutical, exclusive variety), Jinlian Qingre effervescent tablet (Zhongsheng Haitian, exclusive variety), among which relevant listed companies will benefit 2 The exclusive varieties of traditional Chinese medicine have frequently entered the list of base drug winning and base drug supplement Recently, the list of base drug supplement in Hubei Province has been published 153 new varieties were added in this round, covering 76 chemical and biological products and 77 proprietary Chinese medicine varieties, more than 80% of which are exclusive to traditional Chinese medicine In accordance with the provisions of the work plan for the adjustment and selection of non catalogue drugs, the province sorted out 177 drugs that had been added previously, and reserved 127 drugs that had not been listed in the new version of the catalogue of basic drugs In addition, 153 new varieties were added in this round, and finally 280 new varieties were added in the province Among the new basic drug supplement varieties, 62 are exclusive Among them, dong'a-jiao's compound a-jiao pulp, Jinlida granules of Yiling pharmaceutical, Qiliqiangxin capsules, Jinzhen oral liquid of Kangyuan pharmaceutical, Bailing Capsules of East China medicine, Longmu Zhuanggu granules of Wuhan Jianmin, Bentong capsules and other exclusive varieties are listed According to the news, Guangdong pharmaceutical trading platform issued two "instructions" in a row, and the second round of basic drugs and the first batch of non base drugs began to register At the same time, the bidding for the second batch of non base drugs in Shanghai is about to start With the start of bidding around the country, the figure of exclusive varieties of traditional Chinese medicine will be increasingly active in the vision of investors This week's investment view recently, the market remained slightly volatile in the early spring festival In this process, the pharmaceutical sector is still a hot investment sector with increasingly clear annual performance expectations and the stimulation of h7n9 and other epidemic events In addition, last week's announcement of the bidding results of Guangdong basic drugs not only dispelled the previous market anxiety, but also greatly improved the confidence in the growth of local pharmaceutical enterprises We adhere to the previous point of view and continue to lay out the medical services and medical devices sector In the short term, it is recommended to continue to pay attention to the short-term market of Xinhua medical, Yangpu medical, Guoyao Tongyi, Daan gene, Yuyue medical and h7n9 related individual stocks HongRi pharmaceutical, Shanghai Kaibao, Yiling pharmaceutical, etc.