Medical network - on February 17, spring is a season, vibrant revival, however, recently due to the invasion of H7N9 bird flu just cast a shadow over. H7N9 avian influenza is not new, but this year seems particularly coercive. Listed companies are related to avian influenza has attracted much attention recently, and "fire".
On February 14, published by the state health development planning commission "in January 2017, the national legal infectious disease epidemic situation", according to a January 2017 people are infected with H7N9 report the number of cases of 192 cases, 79 cases of death. H7N9 report the number of cases is significantly higher than the same level, compared to in December 2016, the outbreak obvious rise, new cases and a new epidemic areas.
Comprehensive provinces, municipalities, regional reports so far, all new cases reported in January 2017, and the death toll is worth the parties "attention". At the same time, as local outbreak to continue, also caused medicine, rapid response and high attention in the capital markets.
Bird flu stocks continue to lift, harden and harden
On February 13th, multiple bird flu stocks showed a sharp rise. Among them, the Rhine biological straight and in the afternoon, pull to rise by 9.98% jump in the first seconds board anti-lu medicine, tianshan mountain, followed by gradually harden. Ann gene, Neptune creatures such as lift, led by.
On February 14, the Rhine biological, ridge pharmaceutical co., Shanghai pharmaceutical continue wave red, the Rhine biological with 3.75% stocks ahead "bird flu.
On February 15, Rhine biological strong harden again in early trading, tianshan biological, anti-lu of da an gene, medicine, haiwang biology, such as bird flu stocks intraday pull up sharply. Tianshan of these creatures, anti-lu biological intraday rise by more than 7%, of da an gene, haiwang biology, intraday rise by more than 4%, such as bird flu present rallied concept plate.
It is reported, this is not over bird flu stocks first seen explosive rise, a high incidence of avian flu in normal times, and has had the similar linear ebola struck all lift.
Antibiotics, vaccines listed drug firms have attracted the most attention
In the closely watched the bird flu stocks rose is biggest, fastest antibiotics related pharmaceutical listed companies, in addition, other related therapeutic drugs production enterprise, and vaccine development were eyes.
1, anti-lu medicine
Anti-lu pharmaceutical companies is a national large biological pharmaceutical enterprise, national important research and development, the production base of antibiotics, as a key national high-tech enterprise, has the state-level enterprise technology center, is a leading enterprise specializing in the production of antibiotics.
According to anti-lu pharmaceutical 2016 annual performance increase announcement, is expected to 2016 annual attributable to shareholders of listed companies net profit of 29 million yuan, compared with a year earlier, will increase by about 260%.
2, the Rhine biological
Rhine biological main engaged in plant extracts production business, main products are herbal extracts, natural plant extracts such as stevia extract and natural extracts of Chinese herbal medicine products. Manufacturing - shikimic acid extracted from star anise, the product is the production of tamiflu (oseltamivir) of raw material, tamiflu is one of the important antiviral drugs.
According to the Rhine biological 2016 annual performance forecast correction notice, is expected to 2016 annual net profit attributable to shareholders of listed companies about 6400.43.41 ten thousand yuan RMB ten thousand - ten thousand.
3, tianshan biological
Business, mainly engaged in cattle, sheep variety improvement based on biological genetic technology, to the livestock industry in our country to provide quality frozen sperm, embryos and other genetic material and related services. With the advantages of forming in the field of cattle breeding, the cow imported frozen promotion and services, and beef cattle breeding sheep breeding introduction, breeding, fattening, slaughtering, processing, sales and service of a complete industrial chain extension.
4, biological vaccine
Listed companies are mainly made by hualan bio-engineering of vaccine, the temple of heaven, Beijing sinovac biotech co., LTD. Three companies are H7N9 vaccine development and clinical trials have submitted the application, but still no company completed clinical trials. H7N9 vaccine made by hualan bio-engineering is understood to have complete Ⅰ period clinical, into Ⅱ preparation stage.
In addition, the development and reform commission and the state council have issued by the "catalog for the guidance of strategic emerging industries focus on products and services, as well as" on further strengthening the opinions of the circulation of vaccines and immunization management "policy, the industry generally believe that the 2017 vaccine market is expected to usher in a new turning point.
Bird flu drugs of treatment: oseltamivir
According to development planning commission issued on January 25, 2017 of the cases of people infected with H7N9 avian influenza diagnostic scheme (2017) ", H7N9 related treatment mainly for isolation treatment, symptomatic treatment and antiviral treatment. Virus neuraminidase inhibitors of antiviral treatment mentioned there are three kinds of drugs: oseltamivir, palmer peramivir, zanamivir, with oseltamivir have attracted the most attention.
Oseltamivir belongs to the whole body with antiviral drugs, it is mainly used for the treatment and prevention of influenza a and b. According to m Intranet China city public medical institutions (urban public hospitals, urban community, public hospitals at the county level, towns and townships) chemical medicine market terminal sales, according to the pattern of oseltamivir in 2015 sales of 570 million yuan, up 80.4% from 2014, 3.84% of the whole body with antiviral drugs, the main production manufacturer for yichang changjiang pharmaceuticals, roche, Shanghai 3 d of Chinese and western medicine.
In addition, according to m, according to data from the network of the other two bird flu drugs palmer peramivir, zanamivir China city public medical institutions, 2015 annual sales of 1.71 million yuan and 470000 yuan respectively. Among them, guangzhou southern new drug for palmer peramivir exclusive production enterprises, and zanamivir for glaxo Shi Kezhan absolute market dominance (91.49%).
National health development planning commission has, according to the news published recently, the mainland H7N9 outbreak still had to send, preventable and controllable, to attach great importance to H7N9 medical treatment work. Into the season, but as the H7N9 outbreak medicine health sector or by constant stimulation in the short term, related to drug companies will also gain sustained attention.
Appendix:
So far all over the country the official release of human infection with H7N9 report the cases of avian influenza (incomplete statistics) :
Jiangsu (cumulative) in January 2017 reported cases in 49 cases, 21 cases of death
Zhejiang (cumulative) in January 2017 reported cases of 35 cases, 11 cases died
(so far) to report cases of 24 cases of hunan
Anhui (January 2017) cases reported 20 cases, 11 cases died
(so far) cases reported 6 cases in sichuan province
Guangdong (January 17, 2017, the cumulative) report H7N9 cases in 11 cases, 2 cases died
(so far) cases reported 6 cases in sichuan province
Jiangxi (7 cases), guizhou (2 cases), Shanghai (1 case), Beijing (1 case) and so on have H7N9 confirmed cases. |
