On August 7, the price of Azivudine tablets to treat COVID-19 was initially determined. Each bottle is less than 300 yuan, with 35 tablets per bottle, and each tablet is 1 mg. This means that the first domestic anti-COVID-19 oral drug will cost about 8.5 yuan/piece.

8 On August 7, the price of Azivudine tablets to treat COVID-19 was initially determined. Each bottle is less than 300 yuan, with 35 tablets per bottle and 1 mg each. This means that the first domestically produced anti-COVID-19 oral drug will cost approximately 8.5 yuan/piece.

Real Biotechnology’s Azivudine is the first independently developed oral small molecule COVID-19 treatment drug in China. On July 25, 2022, the State Food and Drug Administration conducted an emergency review and approval in accordance with the relevant provisions of the "Drug Administration Law" and in accordance with the special drug approval procedures, and conditionally approved Henan Real Biotechnology Co., Ltd.'s Azfudine Tablets Added registration application for indications for treating new coronavirus pneumonia.

Prior to this, Pfizer New coronavirus treatment drug nematvir tablets/ritonavir tablet combination packaging (namely Paxlovid) was conditionally approved for marketing by the State Food and Drug Administration in February 2022, becoming the first drug to be marketed in China. Approved imported anti-COVID-19 oral drugs.

compares the prices of the two: Paxlovid is priced at 2,300 yuan per box. Each box of Paxlovid contains 20 tablets of nematvir and 10 tablets of ritonavir . Based on this calculation, Paxlovid is priced at about 76 yuan/piece. Domestic Azvudine tablets cost less than 300 yuan per bottle, with 35 tablets per bottle, which works out to 8.5 yuan per tablet. The price of domestic COVID-19 drugs is about 1/9 of the price of imported drugs.

Real Biology issued an article on August 2 stating that Azivudine tablets have officially entered the production stage. The person in charge of Real Biotechnology told a reporter from Beijing Business Daily that the current annual production capacity of the company's Pingdingshan production base is 1 billion pieces, and it is possible to achieve an annual production capacity of 3 billion pieces in the future.

The concept of new crown medicine rose strongly on the 8th. Tuoxin Pharmaceutical rose nearly 12%, Dali Pharmaceutical and Xinhua Pharmaceutical rose by the limit, Essence Pharmaceutical , China Pharmaceutical rose about 7%, China Resources Shuanghe, Panlong Pharmaceutical, Hongri Pharmaceutical , etc. rose by more than 5%, and Aoxiang Pharmaceutical rose by nearly 5%.

Concept Market Analysis (Report Generation Time: 15:00 on August 5, 2022)

1. Concept Interpretation

The full name of new crown is new coronavirus pneumonia, and the English name is COVID-19. New crown drugs refer to drugs used to treat new crown diseases. Among them, monabiravir is the world’s first oral anti-COVID-19 drug. In addition, the oral drug for COVID-19 developed in my country has also been approved.

1. Tulan market

1. sector trend

1. concept leader

Market value ranking TOP5 listed companies: Fosun Pharmaceutical , Junshi Biotechnology , Yiling Pharmaceutical , Kelun Pharmaceutical , Yongtai Technology

ROE ranking TOP5 listed companies: Yongtai Technology, Huateda Because of, river Bio , Minova , Yiling Pharmaceutical

1. Constituent stocks Gainer list

1. Financial entity map

The financial entity map automatically constructed by AI intuitively shows the constituent stocks of the new crown drug sector. The size of the circle reflects the market capitalization of the constituent stocks.

1. concept information

2022-08-08 priced at 8.5 yuan/tablet Commercialization of domestic COVID-19 oral drugs

Article summary: Real biological Azivudine tablets are an oral small molecule novel coronavirus pneumonia treatment drug independently developed by my country. On July 25, the registration application for Azivudine tablets to be added for the treatment of new coronavirus pneumonia was conditionally approved, and my country ushered in the first domestic anti-new coronavirus oral drug.

In addition to Azivudine tablets, Wangshanwangshui/Junshi Biological VV116 and Kintor Pharmaceuticals' Proxalutamide are making rapid progress and are expected to become the next approved domestic anti-COVID-19 oral drugs. Xie Dong, chairman of

Frontier Bio, said in an interview in July this year that the company's FB2001 is a novel coronavirus (SARS-CoV-2) protease inhibitor and is a peptoid designed and synthesized based on the three-dimensional structure of the coronavirus main protease (3CL protease). compounds.The currently ongoing Phase II/III clinical trial plans to enroll 1,000-1,200 people. The subjects are adult hospitalized patients with moderate to severe COVID-19 who are at risk of poor prognosis. This is a randomized, double-blind, placebo A parallel controlled clinical trial to evaluate the efficacy and safety of FB2001 for injection in hospitalized patients with moderate to severe COVID-19.

2022-08-04 The clinical endpoints of new coronavirus drug research and development may be adjusted, but the market prospects are not optimistic

Article summary: The market size of new coronavirus oral drugs was once considered to reach 100 billion. Wang Wenhua, partner of

CIC Consulting, pointed out that compared with the indicators of reducing severe illness rate/mortality rate, the technical difficulty of shortening clinical recovery time is relatively lower, and it is also more suitable for the current epidemic situation of domestic Omicron strain . . Due to timely treatment and relatively complete medical facilities in China, the severe illness rate/mortality rate of the Omicron strain is extremely low. Therefore, it is difficult to clearly observe improvement statistically when using the severe illness rate/mortality rate as the main reference index clinically. To a certain extent, It also increases the difficulty of drug research and development.

Pfizer’s new coronavirus oral drug Paxlovid had sales of US$9.585 billion in the first half of the year, of which it contributed US$8.1 billion in global sales in the second quarter alone, thanks to the emergency use authorization in the United States in December last year, and subsequent sales in the United States. Emergency use or approval for marketing in other international markets. Currently, Pfizer is conducting clinical studies of Paxlovid in immunocompromised people. Merck's new coronavirus oral drug Molnupiravir (monupivir) achieved sales of US$4.4 billion in the first half of this year. In 2021, molnupiravir contributed US$952 million in revenue to Merck . 2022-08-01 Biden Fuyang The efficacy of Pfizer's new crown oral drug has caused controversy

Article summary: Experts from Pfizer Pharmaceuticals have said that during the clinical trial phase of the drug, some patients have been observed to have a rebound of the virus. , this phenomenon exists in both the drug treatment group and the placebo group, and the proportions in the two groups are similar, around 1% to 2%, indicating that the patient's viral rebound has nothing to do with the treatment drugs.

O'Connor said in a memo to the White House that after Biden returned positive this time, he did not have symptoms of infection again and felt good. There is no need to resume treatment at the moment, but he needs to continue to observe and re-enter isolation. O'Connor said that a small number of new coronavirus patients who took the nematvir/ritonavir combination retested positive.

It is worth noting that this is not the first time that a person infected with the new coronavirus has returned positive after taking Pfizer Paxlovid.

1. Institutional view

1. Blue chip TOP 5

A multi-dimensional analysis of 44 stocks within the concept of new crown drugs was conducted through AI. Among them, the five companies with the highest comprehensive scores in AI diagnosis stocks are: Huatedyne, Menovar, China Resources Shuanghe, and Hongri Pharmaceutical industry, Nuotai Biotech.

1. AI multi-dimensional scoring

2) Institutional rating statistics

Nuotech Biotechnology In the past 12 months, 14 research reports issued by 8 research institutions ranked it as a "buy" level, and 4 research reports ranked it as an "overweight" level.

Shanda Huate has been listed as a "buy" by 8 research institutions in the past 12 months.

Minova In the past 12 months, 6 research reports issued by 6 research institutions ranked it as a "buy" level, and 1 research report ranked it as an "overweight" level.

Hongri Pharmaceutical has been listed as a "Buy" by 2 research institutions in the past 12 months.

China Resources Double Crane No agency has rated this stock in the past 12 months.

1. Potential Stocks TOP5

This section uses multi-model stock price prediction to recommend concept stocks that are undervalued and have growth potential. According to AI evaluation, the stocks with the highest growth potential in the new coronavirus drug concept are: Minova, Huatedyne, Yongtai Technology, Hongri Pharmaceutical, Winbond Health .

1) Valuation

The five stocks with the highest growth potential in the new coronavirus drug concept. The valuations are as shown in the following table:

PS

.925

.53

Among the current valuation indicators, PE, PCF and PS are all lower than the industry median . There is a certain probability that the stock price will be relatively undervalued, so we should pay due attention.

Winbond Health

07.985

6.18

.776

.129

.906

.897

Among the current valuation indicators, PE, PB, PCF, and PS are all lower than the industry median. The stock price is relatively undervalued and has certain value-added potential.

Yongtai Technology

08.012

5.299

.163

.913

0.832

.053

Among the current valuation indicators, PE, PB, and PS are all higher than the industry median. The current stock price is relatively overvalued, so be wary of risks.

Hongri Pharmaceutical

63.067

4.939

.926

.28

3.66

.353

Among the current valuation indicators, PE, PB, and PS are all lower than the industry median. There is a certain probability that the stock price will be relatively underestimated, so we should pay due attention.

Meinova

8.37

8.46

.269