Zhitong Financial and Economic APP learned that on November 29th, the State Council issued the work Plan for strengthening novel coronavirus vaccination for the elderly in response to the Comprehensive Group of Joint Prevention and Control Mechanism of COVID-19 epidemic. The document points out that it is necessary to speed up the increase in the vaccination rate for people over the age of 80 and continue to increase the vaccination rate for people aged 60-79. The document also proposes that all vaccines and combinations approved for booster immunization can be used for the first dose of booster immunization. Hong Kong stock COVID-19 vaccine stocks collectively rose sharply, as of the close, CANSINOBIO (06185) rose 6.15%, clover bio-B (02197) rose 5.95%, Lizhu Pharmaceutical (01513) rose 6.20%, Tengsheng Boyao-B (02137) rose 4.42%.
Recently, a number of domestic COVID-19 vaccines and therapeutic drugs have made clinical / approval progress, including Cancino adenovirus vector vaccine inhaled dosage form, Lizhu medicine recombinant protein vaccine have been approved for adult sequential immunization and promotion in many provinces and cities, Wantai biological nasal spray COVID-19 vaccine disclosed phase III clinical data, a number of mRNA COVID-19 vaccines based on Omicron mutation site design are in the clinical stage.
Today, CANSINOBIO said at the performance presentation that the company's inhalation recombinant novel coronavirus vaccine Keweisa Wuyou has been approved in China as a strengthening needle for emergency use. In addition, the company plans to apply to the relevant departments to include the inhaled COVID-19 vaccine in the enhanced procedures for people aged 6-17 years old. Up to now, the company has made public more than 1000 vaccination sites for inhaled COVID-19 vaccine, and its commercialization process is advancing.
On the same day, Lizhu Group said on the investor interaction platform that the vaccine industry chain has an independent and controllable advantage. At present, the company's original liquid production line and preparation production line have passed the on-site inspection of vaccine production license of Guangdong Drug Administration, have the production conditions, and obtained the vaccine production license.The company has built a production workshop with an annual production capacity of 3.5 billion doses of COVID-19 vaccine solution and 1.5 billion doses of preparations.To provide a sustained and stable supply of vaccines for the fight against the epidemic. At present, the company has arranged production according to market demand.
Today, the joint prevention and control mechanism of the State Council held a press conference on the detailed implementation of prevention and control measures and effective handling of the epidemic. Xia Gang, director of the Health and Immunization Department of the National Bureau of Disease Control and Prevention, said that the current situation of epidemic prevention and control is grim and complex, and vaccination still has a good effect in preventing severe illness and death. Vulnerable people such as the elderly are easy to develop into severe illness, critical illness or even death after infection with novel coronavirus.The benefit of COVID-19 vaccination is the greatest.. Xia Gang stressed: "in the next step, we will conscientiously implement the requirements of the plan, guide all localities to carefully organize and deploy, optimize vaccination services, and do a good job in strengthening COVID-19 vaccination and vaccination for the elderly." I also hope that elderly friends, especially those over 80 years old, will take the initiative to be vaccinated to protect their personal health. "
Founder Securities said that the epidemic situation of COVID-19 continues to heat up, and novel coronavirus O'Micron 's fatality rate is relatively low, but it is more difficult to block and clear epidemic prevention, and the domestic epidemic situation has changed from epidemic prevention to anti-epidemic phase. it is very important to strengthen vaccination, related drugs, treatment capacity building, and popular science education for the common people, and to establish a correct understanding of the disease. It is suggested that we should continue to pay attention to COVID-19 's prevention and control related assets.
Guosheng Securities believes thatThe bottom of the vaccine plate is cost-effective and its strategic position is unshakable.After more than a year of adjustment, the plate has an obvious performance-to-price ratio. A number of vaccine varieties in the domestic market still maintain rapid growth, and the demographic dividend, especially adult vaccines, still has great potential in the future. Guosheng Securities believes thatThe vaccine plate has obvious performance-to-price ratio.With the follow-up introduction of the fourth injection of COVID-19 vaccine, the plate will also benefit obviously, and the strategic position of vaccine in epidemic prevention and control will not waver, which is expected to promote the plate to further step out of the bottom.
Related concept stocks:
CANSINOBIO (06185): the share price of the company has been boosted in the short term due to the continued promotion of inhaled COVID-19 vaccine at home and abroad. Although the global COVID-19 vaccine vaccination rate growth is slowing down, but inhaled COVID-19 vaccine is expected to seize part of the injection COVID-19 vaccine market. At the same time, MCV4 is expected to become a new growth point.
Clover Bio-B (02197): the first candidate vaccine for COVID-19, SCB-2019 (CpG 1018 / aluminum adjuvant), has entered the sprint stage of registration application, and the company is currently applying to the SDA of China and the European Drug Administration (EDA). Among them, the approval stage in China has completed most of the on-site audit stage, and the clinical data related to registration have been completed.
Lizhu Medicine (01513): Likang Vmur01 has obtained the clinical protective data on O'Micron, which is equivalent to the protective effect of the international first-class mRNA vaccine, but the safety is significantly better, especially for the elderly and high-risk groups such as underlying diseases, which is more suitable for the current epidemic situation.
Tengsheng Bo Medicine (02137): Tengsheng Bo Medicine New Crown neutralization Antibody combined Therapy applies for emergency use right in the United States. Tengsheng Boyao's combined antibody therapy is active against the main epidemic virus strain Omicron, with a half-life of up to 76 days, which makes Tengsheng's therapy competitive in the market.