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Azvudine's second appearance in front of Volkswagen has already ended before it has even begun
.
Four months ago, despite the controversy, in the difficult approval of China's new crown oral drugs, Henan Real Bio's Azvudine outperformed Junshi VV116 and pioneering proclomide and other fierce rivals, becoming the first domestic new crown oral drug
.
The day after the approval, at a gathering of insiders in the medical community, the executives of Real Biology became the center of
everyone's toast.
And this time the appearance of Azvudine was a little rushed and a little embarrassing
.
On November 18, the entry of Azvudine on the online platform of pharmacies was only one day ago, which attracted the attention
of the public and regulatory authorities.
At noon on November 19, Real Bio said that it communicated with the pharmacy and the drug was immediately removed from the shelves
.
A letter circulating in the industry shows that the incident has escalated: the State Food and Drug Administration has urgently investigated and asked retail pharmacies to remove oral drugs and injections of the new crown, including azvudine, both online and offline
.
This domestic new crown oral drug that has passed the approval in accordance with the strict procedures of CDE, wants to seize the "domestic first" time opportunity, and the possibility of selling drugs on the Internet or "selling" offline pharmacies is almost non-existent
.
Although its listing is in line with the psychology of people hoarding drugs under the new crown epidemic, it is also a risky test for pharmaceutical companies and pharmacies to understand this psychology
.
But it is not destined to become a "crazy robbery" of Lianhua Qingwei - after this "experiment", the use of azvudine will definitely undergo more standardized and strict supervision
.
.
It is also difficult to replicate the glory of Pfizer Paxlovid (hereinafter referred to as P drug), even if they take the same procedure of approval, but the irreversible time difference, as well as the various controversies accompanying the drug itself, make it want to become the goal of "word of mouth P drug, Lianhua Qingwen on the market", and eventually need to do more
.
And behind Azvudine is the business dream
of real creatures.
The drug was approved for marketing in July 2021, and its new indication for the treatment of new coronavirus pneumonia was approved in July this year, and then it was included in the diagnosis and treatment plan for new coronavirus pneumonia and temporarily included in the medical insurance payment coverage - the following month, on August 4, the real creature submitted the table
on the main board of the Hong Kong Stock Exchange.
The commercialization prospect of azvudine is one of the gold
of real biological sprint Hong Kong stocks.
From 2020 to the first five months of 2022, the cumulative loss of a single real organism in the pipeline was 566 million yuan
.
According to the prospectus, the main purpose of the IPO is to establish a drug production line
for azvudine.
of real biological sprint Hong Kong stocks.
In this incident, speculators, pharmacies, and companies all hope to fight hard, but unfortunately, in this profit-seeking conference, the award was temporarily canceled
.
-01-
-01-Grabbed like crazy, but only for one day
Grabbed like crazy, but only for one dayOn November 18, the new crown oral drug Azvudine tablets were logged into the Neptune mini program "Xingchen Medicine Emergency"
.
According to the Mini Program quotation, Azvudine tablets sold for 350 yuan per bottle, 35 tablets per bottle - more than 20% higher than
the price of 270 yuan.
The indication is extremely eye-catching: for the treatment of HIV-1 and common novel coronavirus pneumonia (COVID-19) patients
.
Messages ripple through the forwarding of various circles
.
People with quick hands and feet posted screenshots of orders, which triggered a proliferation
.
Seeing the photos of Azvudine posted by the circle of friends, a person who has been following the investment of the pharmaceutical track for a long time placed an order
out of curiosity.
He was worried that falsifying the new crown positive would bring attention to the disease control system, so he filled in the indications for HIV, and the drug buying interface asked him to upload a prescription photo, he wrote "lost", and then the system showed that the order was successful
.
More people order and rob azvudine out of real drug hoarding
.
Recently, the severity of the epidemic across the country has remained high, and people have begun to feel uneasy about the trend of the epidemic
.
Previously, within a day of the implementation of Shijiazhuang's new epidemic prevention policy, Lianhua Qingwen was robbed in the local area, and many pharmacies were out of stock
for a while.
In Hong Kong in February, the epidemic peaked, when the 28 yuan / box of Lianhua Qingwen capsules was fried to 50 yuan bottom, up to 100 yuan, an increase of 257%.
As soon as the sale of azvudine was released, this sign
immediately appeared.
On Pinduoduo, 500 yuan / bottle of azvudine appeared; Subsequently, on Meituan's purchase of medicine, the original price of 350 yuan / bottle has been raised to 900 yuan / bottle
.
immediately appeared.
But after a day of frenzy, Azvudine was eclipsed from major online pharmacies
.
On the evening of the same day, the official WeChat account of Real Bio released news that the online retail of azvudine is an individual behavior of Neptune pharmacy, and the azvudine tablets sold online by Neptune are actually the company's anti-HIV-1 indication drugs
.
And those who have successfully placed orders have not received processing messages
from online pharmacies for the time being.
"It's just late shipping, but I didn't say I wanted a refund or anything
.
" The aforementioned buyer said
.
The high price and people's crazy rush reflect the real market demand
.
Another "hoarder", after seeing the news that Azvudine was listed on the shelves of online pharmacies and then removed, nervously brushed Azvudine, which he had successfully placed an order and was waiting for delivery, complaining: "Don't buy it, these media really cut me off
from buying medicine.
" ”
In this one-day shopping frenzy, the regrets of real creatures may only be no less - as a company about to go public, the first test of commercialization may have unpredictable consequences
.
-02-
-02-Behind the Stop key
Behind the Stop keyIn fact, in July this year, consumers also found in the mini program of an online pharmacy that another approved new crown oral drug Pfizer P drug in China was on the shelves
.
However, the pharmacy later stated that it actually only provided a search service and would "indicate which hospitals the drug can go to"
to those who submit their needs.
The new crown oral medicine is used for early anti-virus in infected people who meet certain conditions, which can reduce the probability
of turning into severe disease to a certain extent.
But why is the stop button pressed for online sales of such drugs? What should I pay attention to when selling and buying it?
Taking Paxlovid as an example, the Notice on Effectively Doing a Good Job in the Current Epidemic Prevention and Control Medical Security Work issued by the National Health Insurance Office in March this year clearly stipulates that the drug will be purchased by medical institutions and paid by the medical insurance department according to regulations
.
At present, Paxlovid and Merck's Molnupiravir, the two most common international oral drugs for the new crown, have been marketed in many countries and regions, and are strictly managed prescription drugs
.
Patients must obtain a prescription from a competent medical professional before they can pick up their medicine
at a hospital or pharmacy.
This is because both drugs must be taken under the guidance of a doctor and in accordance with the specific situation of the patient, otherwise it may cause serious consequences
.
.
Hong Kong and Taiwan, China, which have experienced serious epidemics this year, have made clear restrictions
on the use of new crown oral drugs.
For example, Paxlovid is not suitable for new crown patients with serious liver and kidney problems, and those who have this problem but are not serious need to adjust the dose under the guidance of a doctor; In addition, the drug is taken with many drugs, which may cause side effects due to drug interactions, and even be life-threatening, such as some hypolipidemic drugs
.
And Molnupiravir
is less applicable and should not be taken by pregnant women
.
At the beginning of the epidemic in Hong Kong this year, the Hong Kong Hospital Pharmacists Association publicly reminded the media many times to clearly record the drugs and health products they were using, and provide relevant information to doctors to assist doctors in assessing whether they were suitable for the use of new crown oral drugs
.
.
After listening to the patient's daily medication, Taiwanese doctors will also check the records in the medical insurance system
.
If a patient clearly meets the medication criteria (such as age, underlying medical conditions, etc.
), but the doctor believes that there may be significant side effects, he will still refuse to prescribe
.
In addition, because many people in Taiwan take the traditional Chinese medicine "Qingguan No.
1" on their own in order to prevent or treat the new crown, Taiwanese doctors usually emphasize after prescribing: during the period of taking the new crown oral medicine, you cannot eat "Qingguan No.
1"
.
1" on their own in order to prevent or treat the new crown, Taiwanese doctors usually emphasize after prescribing: during the period of taking the new crown oral medicine, you cannot take "Qingguan No.
1"
.
In addition, the use of new crown oral drugs has a time-limited period
.
At present, the effects of such drugs are all antiviral
.
Within a few days after the human body is infected with the new coronavirus, the virus replicates in large quantities, and the use of antiviral drugs is only useful
at this time.
After that, it is difficult for antiviral drugs to stop the progression of the disease
.
Therefore, the suitable time to take Paxlovid and Molnupiravir is usually within 5 days
after infection.
-03-
-03-Wobbly azvudine
Wobbly azvudineFrom the approval of the project in January 2020 to the emergency approval of CDE in July 2022, Azvudine has experienced a long wait
.
In the two years of advancing clinical practice, Real Creatures has seen Lianhua Qingwen and Paxlovid continue to hit sales highs, and this time, it is likely to indicate that the success
of both cannot be replicated.
Before the launch of azvudine, Paxlovid was the only domestic approved new crown specific oral drug
.
Since the domestic new crown infection is centralized isolation treatment, Paxlovid does not have an out-of-hospital sales channel, but distributes
it through unified regulation.
With excellent clinical results, it is knocking on the door
of the Chinese market little by little.
In September this year, Paxlovid was included in the preliminary review list
of China's medical insurance negotiations in 2022.
On October 28, Ascletis and Pfizer signed a licensing and supply agreement
for ritonavir in the Chinese mainland market.
Localized production, most likely in preparation for
mass use.
When Paxlovid could not be bought outside the hospital, cold medicine represented by Lianhua Qingwen became the choice
of the masses.
Although the state has restricted the sale of cold medicines in pharmacies, over-the-counter drugs such as Lianhua Qingwen are still relatively easy to
buy.
So once panic appears, it will follow a wave of hoarding
.
After the release of the 20 articles to optimize epidemic prevention and control, Lianhua Qingwen in some pharmacies in Shijiazhuang was sold out
.
Even the sales of Hua Qingwei are the envy of Paxlovid
.
In Q1 and Q2 of 2022, Lianhua Qingwen's retail terminal sales ranked first
.
Last year, its respiratory products contributed RMB4.
1 billion to ELIN Pharmaceutical
.
Real creatures should be clear that Azvudine is more similar
to Paxlovid.
Both are conditionally approved prescription drugs, and new crown patients need to take the drug under the
guidance of a physician.
Since its approval in July, Azvudine has entered the front line of anti-epidemic and has been shipped to Henan, Hainan, Xinjiang and other places, and is achieving market volume
in accordance with the procedures.
to Paxlovid.
But perhaps the retail market is too eye-catching, making real creatures start to waver.
After all, taking the route of Lianhua Qingwen only needs to follow the trend with the help of hoarding tides, and taking the route of Paxlovid requires excellent clinical results and enough patience
.
At present, Azvudine has not released core data
.
Professor Lu Hongzhou, president of Shenzhen Third People's Hospital, and his team commented on azvudine as "acceptable"
.
Even if real creatures want to prove themselves and prove themselves, time may not come in time
.
According to the prospectus, Real Bio has accumulated a loss of 566 million yuan from 2020 to the end of May 2022, of which 218 million
yuan was lost in the first five months of this year.
The Company's cash and cash equivalents amounted to only approximately $263 million
.
Real Bio is already fighting for Hong Kong stock listing, but the number of companies listed through Hong Kong stock 18A has begun to tighten
this year.
Real creatures need to make their own blood
.
Azvudine is the core product of Real Bio and the only commercially available product
.
Other anti-tumor and HIV drugs under development are in the preclinical stage
.
The importance of azvudine for the pharmaceutical company's next step is self-evident
.
The oolong sale of the first domestic oral drug also reminds those who are waiting in line for approval of the new crown oral drug that even after being luckily approved, there is still no shortcut to the next commercialization
.
.
