Kangshino's profit shrinks by 98.69%, and Koxing layout "broad -spectrum" drug

Kangshino's profit shrinks by 98.69%, the market is sluggish, but Kexing has deployed "broad -spectrum" drugs at both ends of the prevention and control

Source: Yaozhi.com/Cobe

In fact, since Kangtai Biological Lines, the market has no hope of "new crown vaccine", but companies have always been reluctant to admit it!

Following the Kangtai Biopharm and Chinese Biopharmaceuticals, the performance of Kangxino Bio fluctuated due to the new crown vaccine in the first half of the year.

On the evening of August 28, Kangshino Bio disclosed the semi-annual report of 2022. The slowdown in the increase in price of vaccine products and the slowdown in the increase in vaccination rates of the global COVID-19 vaccination led to a decrease in overseas vaccine demand. The revenue in the first half of the year was only 630 million yuan, and net profit was 12.238 million yuan , Decreased by 98.69%.

Photo source: Screenshot of Kangshino 2022 first half of the year

From half a year of net profit of nearly 1 billion to the first half of 2021, there is not enough in the first half of 2021. Cumino's performance has changed so much that it is the highest in domestic marketing pharmaceutical companies.

It is difficult to imagine how such a 40 billion -dollar market value company only earned 12 million in the first half of the year. If the new crown vaccine market has been so sluggish, then where the domestic layout companies are more than two digits.

Some people eat meat, some people drink soup, and someone can not see it

If you want to arrange a keyword for 2020 and 2021, then the "new crown vaccine" will undoubtedly be one of them. During this period, it is coveted by many biopharmaceutical companies. Never appeared.

But it is also the new crown vaccine market of the BRICS, but from the beginning, it is destined not to be a win -win situation. From the perspective of the income of the new crown vaccine related companies last year, the national medicine and Kexing are undoubtedly the largest in this market. Experts, the rest of the remaining Kangsino, Zhifei creatures, and Kangtai creatures are at most that they are drinking soup characters. Now, if Kangshino is difficult to retreat, most of the follow -up players may have been from the beginning. It is destined to be a failure.

What's even worse, companies such as Watson Biology and Sanye creatures may be okay. At most, the layout is failed, and heavy new products such as HPV vaccine, pneumonia vaccine have been taken over this rotten stall, but the main as three leaflasses is the main as three leaflets. Enterprises relying on financing or vaccine research and development often do not support the performance of the listing varieties, and they are relatively single in the research and pipeline. The hot support for losing the new crown vaccine in the future is really miserable.

Of course, the same situation is not only domestic enterprises, and it seems that the same is true abroad. Sanofi and Gralan have announced the joint development of the new crown vaccine in 2020, but no news has been approved so far. Such a leader also announced that it will not continue to engage in the COVID-19 vaccine business; Merhadon also announced earlier that he would stop developing two new crown vaccines.

In contrast, compared with the courage of overseas leading companies, relevant domestic companies have never been willing to give up. They always look forward to that they can have a different scene after the vaccine is listed on the market, and it is full of the smell of covering the ears.

Another approach, harvesting the residual market

Analysis of the cause of the shrinking of the new stock vaccine market, it seems that three points are the most important.

During the popularity of the epidemic, the main population has been vaccinated by the new crown vaccine. Although there is an enhanced needle and the vaccine period is limited, there is a possibility of subsequent vaccination, but today the focus of the epidemic prevention and control has obviously no longer the vaccine is no longer based on the vaccine as the vaccine. Lord, the overall audience declines sharply, it is also inevitable;

Due to the great rate of mutation in the new crown virus, most of the new crown vaccines have declined significantly under the influence of continuous change of strains, and largely can no longer gain the trust of the people.

With the development and development of more and more small molecular drugs, during the post -epidemic period, whether it is storage, production costs, or medication convenience, it shows higher cost performance than vaccines.

But at the same time, this does not mean that the overall market of the new crown is worthless. At least in the normalization of the new crown, its remaining market is still not to be underestimated. For companies that previously depended on the epidemic, the starting point that is consistently will either actively switch to the R & D and commercialization of conventional vaccines, or continue to dig deeper into the new crown residual market.

Among the companies that deeply dig the remaining markets, compared with most companies trying to transform vaccine to deal with mutation plants, some people have begun to aim at the broad -spectrum drugs that can prevent both the new crown.

Recently, under the joint study of the Jun Junyu Research Group of the School of Biomedicine of Peking University (BIOPIC), Changping Laboratory Xie Xiaoliang/Cao Yunlong Research Team, and Jun Junyu of the School of Life Sciences at Peking University, and Jin Ronghua, Beijing Dandan Hospital, BiorXiv published in the pre -printed website A paper, "Reasonable and widely identified the combination of strong and extensive shathe virus in SARS recovery", and the results show that the Chinese scientific team applies an internationally leading high -throughput table analysis. Among the 1413 expression antibody sequences of the SARS recovery, the SA55/SA58 antibody combination was obtained.

Image source: BIORXIV screenshot

This antibody combination can not only effectively identify, neutralize a variety of viruses including the new crown virus Omikon, and have a broad -spectrum in research. At the same time It is no longer possible to escape due to S protein variation. Different coronary viruses can be neutralized by the antibody combination. Image source: Screenshot of thesis

另外，与有效期短的小分子药物相比，通过对SA55/SA58抗体组合的Fc区改造，其半衰期可长达90天，未来可能会提供长达半年保护；并且动物试验中还显示，无论在The infection of the new coronal virus before and after the inoculation of mice can effectively remove the virus in the body, while taking into account both ends.

At present, the results of the anti -institutional product have been transferred to China Kexing, and it is said that it is expected to launch phase I clinical research in December 2022. If the subsequent research is smooth, maybe China's new crown market will face a new shuffle again.

Summarize

In fact, for most people, the new crown vaccine market is now clear at a glance. The significant decline in the performance of related companies has already been expected. It is not really angry. Do not make any changes to "swing rot".

Imagine that if the two sections of the prevention and treatment are existing in the semi -annual report of Kangshino, will it still scold like now?

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