At a time when the COVID-19 epidemic was still raging, the monkeypox virus went viral this weekend and became the focus of attention of the World Health Organization. According to the latest data, the virus has spread in 12 countries and infected more than 100 people. Monkeypox can kill up to 1/10 people infected with the disease.

What is even more alarming is that the virus has spread in the community in the UK. A senior British doctor has warned that monkeypox is spreading through communities in the UK and new cases are found every day, according to Sky News. Officials expect a "significant increase" in the number of infections this week after confirming that the total number of infections rose to 20 on Friday.

World Health Organization (WHO) pointed out on the 21st local time that available information shows that human-to-human transmission is taking place among people who are in close physical contact with symptomatic cases.

The US Centers for Disease Control and Prevention (CDC) has issued a warning urging people to be "vigilant" against monkeypox. Health authorities in New York have urged local residents to wear "removed" masks indoors after the first positive case of monkeypox. The U. S. government has ordered millions of doses of vaccine. Some experts say the virus may have evolved and become more contagious.

Back to the market level, since last Thursday, the A-share market has unearthed monkeypox concept stocks. However, this weekend, a series of listed companies responded to this. On the other hand, BABA, Weir shares and other industry leaders continue to copy the bottom of related companies. How will the market perform after Friday's rally?

Monkeypox worthy of vigilance

This past Sunday, monkeypox suddenly rushed to the forefront of Baidu, Inc. and Weibo Corp hot search. Reuters summary data showAt present, there are more than 100 confirmed and suspected cases of monkeypox virus infection in Europe.. Before the end of the COVID-19 epidemic, the sudden attack of the monkeypox virus was more or less instinctively vigilant.

More worryingly, according to Agence France-Presse, Susan Hopkins, chief medical adviser to the British Health and Safety Agency, said on May 22 that there are new cases of monkeypox virus infection in Britain every day, and the monkeypox virus has spread in communities in the United Kingdom. the virus has nothing to do with travel to West Africa. The British Health and Safety Agency said on the same day that after 20 cases of monkeypox virus infection were reported on the 20th, the new data will be released on the 23rd. Officials expect the number of infections to increase "significantly" this week after confirming that the total number of infections rose to 20 on Friday.

Switzerland announced on the 21st local time that it has confirmed its first case of monkeypox. So far, after the United Kingdom, 12 countries around the world have reported confirmed or suspected cases of monkeypox, of which Spain is more urgent.

Meanwhile, the World Health Organization (WHO) held an emergency meeting on Friday (20th) to discuss the recent "unprecedented" epidemic.

World Health Organization (WHO) said the situation is changing, and World Health Organization (WHO) expects that with the expansion of surveillance in non-endemic countries, more monkeypox cases will be found. According to foreign media reports on the 21st, the top WHO official in Europe Krueger warned that there may be a wave of monkeypox cases in Europe in the coming months. "as we enter the summer of large-scale rallies, festivals and parties, I am worried that the spread may accelerate." "

In addition, virus experts have pointed out that the spread of monkeypox outside West and Central Africa is "highly unusual" and that the behavior of the virus seems to have changed and is suspected to be more contagious.

Millions of doses of vaccine hoarded in the United States

Us health authorities have ordered millions of doses of monkeypox vaccine worth 119 million US dollars after the United States reported its first case of monkeypox infection this year, Newsweek reported Monday.

Bavarian Nordic, a Danish vaccine company, said in a statement on the 18th that it had signed a contract worth hundreds of millions of dollars with the US Biomedical Advanced Research and Development Agency (BARDA).

According to the contract, the company will convert the vaccine already produced under the previous contract with the United States into freeze-dried vaccine, thus extending its shelf life. The US government has a contract with the company totaling US $299 million to provide 13 million doses of freeze-dried monkeypox vaccine, the first of which is expected to be delivered next year (2023), the statement said.

In addition to vaccines, the U.S. Department of Defense signed a $7.5 million contract with pharmaceutical companies last week to purchase an antiviral drug for monkeypox, Russia Today reported on the 20th.

Data show that the name monkeypox originated from the first discovery of the virus in monkeys in Danish laboratories in 1958. The first human case was found in a child in the Democratic Republic of the Congo in 1970. Monkeypox virus spreads from one person to another through close contact with contaminated materials such as lesions, body fluids, respiratory droplets and bedding. The incubation period of monkeypox is usually 6 to 13 days, but it can also be 5 to 21 days.

Monkeypox is usually self-limited, but it can be severe in some individuals, such as children, pregnant women, or people with immunosuppression due to other health conditions. Compared with the evolutionary branch of the Congo basin, the disease caused by the human infection of the evolutionary branch of West Africa seems to be less serious, with a fatality rate of 3.6%, compared with 10.6% of the evolutionary branch of the Congo basin.

Monkeypox concept stock speculation

With the rise in the popularity of the monkeypox virus, the stock market hype about the virus began last Thursday. Some investors summed up a piece of information, involving Daan Genome, Zhijiang Biology, Changchun Hi-Tech, Kangchen Pharmaceutical, Youningwei, Renfu Pharmaceutical, Yatai Group, Chengda Biology, Wantai Biology, Tiantan Biology, West Point Pharmaceutical Co., Ltd., Bypass, Aladdin, Jingxin Pharmaceutical and other companies.

These companies also did very well last week. Zhijiang Bio rose more than 16% last Friday, and Changchun Hi-tech and Chengda Bio also rose sharply.

So, how far can this plate go? At present, there are mainly three directions: the first is diagnosis, the second is vaccine, and the third is specific medicine. The official account of Huashan infection said that preparations should be made in advance, monitoring of cases with similar symptoms should be strengthened, diagnostic methods and reagents should be developed, and stocks of specific vaccines and antiviral drugs should be started to avoid being in a passive situation after the occurrence of cases.

From the testing point of view, the current Zhijiang biology, master biology, Daan gene, etc. all indicate that they have a reserve of related products; from the vaccine point of view, the smallpox vaccine is about 85% effective against monkeypox. At present, Tiantan Bio has a reserve of smallpox vaccine technology; from the drug point of view, there is no specific cure for monkeypox. On Friday, tecovir, a drug approved by the FDA in the United States, inhibited 50% of monkeypox virus replication in vitro. Some analysts believe that A-share Youning Weizi company Ebixin and other such drugs are sold, Aladdin drugs (cidofovir sidofovir) can be used to treat smallpox.

The giant has been copying the bottom continuously.

So, in the context of the sudden attack of monkeypox, how will the market go?

First of all, there is no need to panic, because World Health Organization (WHO) did not declare it a "public health emergency of international concern".
Second, from the pace of the market itself and the behavior of investors, it may not be affected by this in the short term.

Citic Construction Strategy Research report on May 22 pointed out that in terms of risk premium, transaction turnover, new fund issuance, etc., market sentiment is still at the bottom of the doldrums, although there is still the possibility of further decline, but in terms of odds, the space has been relatively limited. Strategically, we can no longer be pessimistic, but should gradually turn to optimism. The improvement trend of the entire internal and external environment is a high probability event.

Some giants are also on the move.

Alibaba Health Information Technology announced on the evening of May 22nd that Alibaba Health Information Technology shares indirectly held by BABA Group Holdings Limited through its subsidiaries increased from 7.665 billion shares to 7.713 billion shares, accounting for about 57.06 per cent of Alibaba Health Information Technology's total issued share capital from 56.7 per cent.

On the evening of May 22nd, semiconducting giant Weier shares disclosed that the wholly-owned Shaoxing Weihao Enterprise Management Consulting Partnership (Limited Partnership) plans to increase its stake in Beijing Junzheng (300223) shares for no more than 4 billion yuan, and the cumulative number of shares held in Beijing Junzheng shares after the increase does not exceed 50 million shares, not exceeding 10.38% of the total share capital.

In addition, recently, Tencent, XIAOMI, HSBC, AIA and so on have all made share buybacks.