Each editor: Zhang Jinhe
According to the public account "Jiangsu Drug Supervision", Jiangsu Provincial Food and Drug Administration recently held a special scheduling meeting on the research progress of the new coronavirus treatment drug Xenoxin. According to reports, Xenoxin is a 3CL target oral drug for the treatment of COVID-19 jointly developed by Simcere Pharmaceuticals, Shanghai Institute of Materia Medica, Chinese Academy of Sciences, and Wuhan Institute of Virology. It obtained clinical approval from the State Food and Drug Administration through a special approval process on March 28, 2022, and was included in the key scientific research directory of the Joint Prevention and Control Mechanism of the State Council.
On December 16, the Phase III clinical trial of this project has completed the enrollment of all 1,208 patients, ranking first among domestic 3CL target drugs. is expected to be launched as soon as February 2023. . 3CL target oral drugs can fight against new coronavirus variants, causing the virus to lose the ability to infect normal cells and spread from the source. It can be used to treat patients with mild to moderate new coronavirus infection, and to prevent the occurrence of severe COVID-19.
According to the announcement of Simcere Pharmaceuticals on December 18, on March 28 and May 13, 2022, Simcere (i.e. SIM0417) received two drug clinical trial approval notices issued by the State Food and Drug Administration, respectively for the treatment of patients with mild to moderate COVID-19 infection, and for post-exposure prophylaxis treatment of close contacts of people who have been exposed to SARS CoV-2 (new coronavirus) positive infection. The
announcement shows that the study to evaluate Xenoxin in the treatment of adults with mild to moderate COVID-19 infection is the first clinical study at home and abroad to enter the registration phase III trial and complete the planned number of enrolled cases for Chinese patients infected with the new coronavirus Omicron strain. Its clinical dosage regimen is to take Xenoxin orally as a control placebo for 5 consecutive days. The endpoints of the study include the time required for the recovery of COVID-19 symptoms, the reduction of viral load , etc.
On the evening of December 28, Simcere Pharmaceuticals told a reporter from " Daily Economic News " that has now completed all enrollments in the project, and has no other information to disclose.
As of the closing of Hong Kong stocks on December 28, the stock price of Simcere Pharmaceuticals (HK2096, stock price 11.36 Hong Kong dollars, market value 30.33 billion yuan) rose 13.94%.
On the other hand, it is currently difficult to find a box of the new coronavirus oral drug Paxlovid on the market, and some scalpers are even raising the price of a box to tens of thousands of yuan.
China Medicine: Currently, the new coronavirus oral drug Paxlovid
cannot be purchased through Internet channels. On December 14, China Medicines and Health Industry Co., Ltd. (hereinafter referred to as "China Medicine Drug") (SH600056, stock price 19.12 yuan, market value 28.59 billion yuan) announced that it has signed an agreement with Pfizer , and will be responsible for the import and distribution of Pfizer's new coronavirus treatment drug nematvir tablets/ritonavir tablets in the Chinese domestic market during the agreement period. The
announcement shows that the effective date of the agreement is December 14, 2022; the term of the agreement is that this agreement will take effect from the effective date until November 30, 2023, unless terminated early in accordance with the provisions of this agreement.
Impact on listed companies: China Pharmaceuticals will be responsible for the import and distribution of Pfizer's new coronavirus treatment drug nematvir tablets/ritonavir tablets (Paxlovid) (hereinafter referred to as the "product") in the Chinese mainland market during the agreement period.. There is great uncertainty in the final use and sales of products due to factors such as the epidemic.
According to The Paper, , on December 26, the China National Pharmaceutical (600056) certification representative told reporters that the new coronavirus treatment drug Paxlovid produced by Pfizer (NYSE: PFE) is a prescription drug and needs to be purchased based on the hospital’s diagnosis. "You have to go to regular channels and go to the hospital to buy it, and you have to rely on the doctor's diagnosis to know whether (the patient) is suitable for this medicine." When the reporter asked if it could be purchased through online channels, the certificate representative said, "The country has regulations, so it is definitely not available." The other party emphasized that you cannot buy it online with the doctor's diagnosis. "It is impossible to sell it online now, and it is definitely not available for purchase." As for the domestic price of Paxlovid, China Medicine stated that it is based on the charging document issued by the hospital. "Hospital diagnosis is a formal channel, and the fee is also in line with national regulations."
A box of Pfizer's new coronavirus oral medicine is hard to find, and some scalpers are selling a box of the medicine for tens of thousands of yuan.
With Paxlovid hard to find, a reporter from the "Daily Economic News" recently investigated and found that the price of Paxlovid has soared in the underground trading market, and some scalpers quoted tens of thousands of yuan for a box. When the original drug cannot be purchased, many people have retreated to buy the Indian generic version of Paxlovid, but many netizens have been deceived when purchasing the drug.
Image source: Social media screenshot
On the afternoon of December 27, the reporter contacted a drug purchasing agent as a drug purchaser. He asked the reporter whether he was "yang", whether he had received the vaccine , how old he was, whether he had underlying diseases, whether he had liver and kidney problems, etc. He said, "If you are already 'yang', it is too late to buy it now. This medicine needs to be taken immediately after becoming yang. If you take it for more than three days, it will have no effect." "The drug promotion picture he sent said, "If possible, you can prepare it for the elderly at home first, so as to be prepared."
The drug purchasing agent also said that he had "Green Box" (Primovir) and "Blue Box" (Pa xista) two generic versions of Paxlovid, of which the 'green box' costs 2,500 yuan per box and the 'blue box' costs 2,700 yuan per box, but they are not in stock and can only be shipped 3 to 7 days after payment is made, he said. "
Another purchasing agent also said that there is no stock in stock and only accepts reservations, and can only order "green boxes", the price is 1,900 yuan per box. In his WeChat circle of friends, he will send a message about the price increase of "blue boxes" almost every day. He told reporters, "Blue boxes are produced by large factories and green boxes are produced by small factories. There is no difference in the effect." But when the reporter contacted him again the next day, he said that he was completely out of stock and would not accept reservations. , but he was able to help find a box of high-priced "green box", priced at 3,600 yuan. When the reporter asked further, he said he did not know when the supply would be sufficient, and also said that someone asked him to buy a box of "blue box" for 15,000 yuan.
"Green box" and "blue box" are both generic drugs of Paxlovid. The information on the drug packaging box shows that "blue box" (Paxista) is produced by Azista. Manufactured by Industries. In the picture of the "green box" (Primovir) sent by Zhang Jing, the packaging box only says "produced by Astrica". HealthCare is responsible for sales. The reporter found the company's store on an Indian e-commerce platform, but did not find the Primovir drug in the company's store. In addition, some netizens said that there are currently multiple versions of "green boxes" in China, and it is difficult to distinguish the authenticity from the fake ones.
Generic drugs are already in short supply, and original drugs have been sold for tens of thousands of yuan. A Shanghai citizen told reporters that she bought a box of Paxlovid original drug from a scalper some time ago for 9 500 yuan. Subsequently, the reporter contacted a scalper as a drug buyer, who said that the original drug was in very short supply and the price was 15,000 yuan per box.
Daily Economic News is integrated from The Paper, the public account "Jiangsu Drug Supervision", and Daily Economic News (Reporter: Chen Hao)
Disclaimer: The content of this article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.
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