V Guan Finance Report ｜ Azf's fixed tablet is included in the new crown diagnosis and treatment plan!A number of listed companies involved in many listed companies

Zhongxin Jingwei, August 9th. On the 9th, the National Health and Health Commission issued the "Notice on Incorporating Azf's Fixed Sets into the Diagnosis and Treatment of New Coronatte Virus Pneumonia", and the new crown oral medicine Azf's fixed tablet was included in the new crown diagnosis and treatment plan. Zhongxin Jingwei noticed that many listed companies were involved.

Real creatures will bring Azf to Hong Kong IPO

On August 4, the Hong Kong Stock Exchange disclosed the listing of listing. The real biological core product Azf was designated as an innovative drug with broad -spectrum antiviral activity. The approval conditions are used to treat HIV infection and COVID-19, and the first oral direct antiviral drugs for the treatment of COVID-19 developed by the Chinese company for the treatment of COVID-19.

Real biological claims that the use of listing funds is intended to include: core products Azf's treatment of HIV infection, HFMD and several types of hematological tumors; The medical raw materials required for commercial production provide funds and provide funds for expanding the capacity of Pingdingshan production plant).

Real creatures also mentioned that a comprehensive commercialization plan has been formulated to quickly start Azfdin's commercial sales. The company has its own production capacity, and the annual production capacity is about one billion yuan Azfdin.

The listing application also stated that Zhengzhou University's ownership of the core patent of Azfdin and any existing and future approval transfer of the State Drug Administration's approval of Azf to the real biological China operating company Henan Real Biotechnology Co., Ltd. ( Here is the truth of Henan), and Henan true has become the only right holder of these rights. Henan will be responsible for subsequent clinical trials and registration and assume all costs related to registration and research and development.

In terms of pricing, according to Henan Daily Weibo, it was learned from Henan Real Biotechnology Co., Ltd. on August 7 that at present, the price of Azf's fixed table for the treatment of new crown pneumonia is initially set. 1mg.

A number of A -share companies are involved

Zhongxin Jingwei noticed that the pioneering pharmaceutical, Aoxiang Pharmaceutical, China Resources Shuanghe, Xinhua Pharmaceutical, etc. all involved Azfdin.

There are not many raw and pharmaceutical manufacturers of Azf's fixed slices. On August 9th, Tuoxin Pharmaceutical announced that the subsidiary Xinxiang Pharmaceutical Co., Ltd. Azf Fixed Materials Pharmaceutical Production Line had an annual production capacity of 5 tons. need.

Tuoxin Pharmaceutical also mentioned that Xinxiang Pharmaceutical is a unit associated with preparation enterprises. It is a qualified supplier of Henan Real Biotechnology Co., Ltd. and the first manufacturer of Azf's raw medicine.

In addition, it has been announced in cooperation with real creatures.

On April 26, Xinhua Pharmaceutical Announcement became product manufacturers and dealers of real creature Azfding and other products in China and other countries agreed by both parties. On May 8th, China Resources Shuanghe announced that he signed Azfding's "Entrusted Processing Production Agreement" and "Strategic Cooperation Agreement" with real creatures. On May 10, Ao Xiang Pharmaceutical announced that its wholly -owned subsidiary signed the "Entrusted Processing Production Framework Agreement" with real creatures. On July 25, Fosun Pharmaceutical announced that the holding subsidiary signed the Strategic Cooperation Agreement with the real creature.

According to AVIC Securities Research Report, the epidemic of new crown pneumonia still shows the characteristics of repeated and uncertainty. The new crown therapy industry chain, especially the demand for small molecular oral drug industry chain continues to verify. The focus of market concern has been expected to enter the stage of performance with the expectations of R & D progress. It is recommended to focus on the commercialization capabilities and comprehensive competitiveness of the new crown industry chain related enterprises. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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