A -share monkey acne concept takes off!The new confirmed cases in Europe have doubled.

The 21st Century Business Herald reporter Wei Xiao reported on Monday, July 4, and the A -share monkey acne concept sector rose sharply.截至收盘，猴痘概念上涨4.5%；其中之江生物(688317.SH)涨超15%，兰卫医学(301060.SZ)涨超12%、东方生物(688298.SH)涨超7%，翰Yu Pharmaceuticals (300199.SZ) and Pribli Pharmaceutical (300630.SZ) increased by more than 6%.

On the news, on July 1, the National Health and Health Commission issued the "Technical Guide to Monkey Control and Control (2022 Edition)". The guide pointed out that during the isolation of the existing immigration personnel, while investigating the infection of the new crown virus, local governments should actively conduct monkey acne virus investigations, especially those who report monkey acne epidemic in the history of the country within 21 days before entering the country. Surgery and suspected cases shall be found in accordance with relevant regulations, and the centers and control institutions of the jurisdiction shall be reported in a timely manner and transferred to a fixed -point medical institution.

In addition, domestic enterprises have begun to lay out the production of monkey acne treatment drugs. Puli Pharmaceutical issued an announcement on July 3 that the all -funded subsidiary Anhui Puli Pharmaceutical's annual output of 1 ton of Bollingovir and the 1 -ton Special Examination Weirui Materials Pharmaceutical Construction Project have been filed and are expected to be put into production in 2023. According to public information, Bollingerfavir is a antiviral drug for the treatment of giant cytoplasm virus, adenovirus, smallpox and Ebola virus infection. On June 4, 2021, the US Food and Drug Administration (FDA) approved the Bollinger Fulfavir tablets and oral suspension to treat smallpox; Special Examination Weirui is an effective inhibitor of acne virus protein. Viruses of acne virus, such as smallpox virus, monkey acne virus, and acne virus, are strong activity. On July 13, 2018, the FDA approved it for the treatment of smallpox and gave it to orphan. In 2021, the European Pharmaceutical Administration approved it to treat the complications of acne after the treatment of smallpox, monkey acne, acne, and ceiling vaccine.

In addition, the World Health Organization pointed out on July 1 that since June 15, the number of newly added diagnostic cases has doubled. At present, there are 4,500 cases of acne in Europe. "Action to prevent the transmission of monkey acne. Since mid -May, there have been 31 countries and regions in Europe have reported the confirmed cases of monkey acne, accounting for nearly 90%of the global total. According to CCTV News reported on July 4, American experts warned that the risk of losing control in the United States in the United States.

However, Lu Hongzhou, a well -known domestic infectious disease expert and dean of the Shenzhen Third People's Hospital, pointed out to the 21st Century Business Herald that unlike the new crown virus, monkey acne virus is close contact with body fluid (such as saliva generated by cough). Communication, which means that the close contact may be much less than the new crown; in addition, monkey acne is caused by a relatively large DNA virus, which is better at detecting and repairing mutations than RNA viruses, which means that monkey acne virus is unlikely to be unlikely Suddenly change into a virus that is easy to spread between people and leads to the world's popular virus.

At the same time, for the concept of monkey acne chasing the capital market, some people in the industry pointed out to the 21st Century Business Herald that monkey acne detection and treatment of related market spaces will not be as large as a new crown, because the core is that the infectiousness of monkey acne virus is very low, and relatively low infectious infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectiousness, relatively low, and relatively low infectivity, relatively low infectious, relatively low, and relatively low infectiousness, relative to relative, and relative to relative to It's easier to control.

The risk of communication increases

On July 1, the World Health Organization pointed out that since June 15, the number of new diagnosis cases has been doubled. At present, the number of diagnostic cases in Europe has reached 4,500 cases. Acne spread. Since mid -May, there have been 31 countries and regions in Europe have reported the confirmed cases of monkey acne, accounting for nearly 90%of the global total.

On June 25, the World Health Organization stated that the epidemic of monkey acne epidemic that recently spread in more than 50 countries and regions has not constituted "international concerns of emergencies."

It is worth noting that on June 29, the Director -General Tan Dezai said that he would re -examine the Monkey Acne Emergency Committee to re -examine the epidemic of the monkey acne. Virus mutation evidence, etc., re -evaluate whether the monkey acne epidemic is announced as an international public health emergency.

According to CCTV News reported on July 4, recently the United States has infectious disease experts and public health advocates warning that the current response to monkey acne is "bureaucratic" and "slow", which means that the United States may not be able to control this. Sub -epidemic. "The US government's response to monkey acne reflects the worst part of the country in the early days of the new crown epidemic, that is, the test is severe and the vaccine is slow, resulting in the transmission of the virus without being found." According to the US Centers for Disease Control and Prevention Center (CDC) Data, as of now, a total of 460 cases of acne diagnosis have been detected in the United States. However, experts said that the number must be undervalued, because many infected people may not have the opportunity to detect it.

Following the outbreak of non -popular regions such as Europe and the Americas in May, monkey acne epidemic has appeared in Asia. On June 24, the first case of monkey acne appeared in Taiwan Province. It is reported that the case is a 20 -year -old man in southern Taiwan.

Monkey acne is usually a self -limited disease (refers to the disease that the disease can control the development of the disease and gradually recover the healing disease after the disease develops to a certain extent. Generally speaking, there is only no serious other complications. Symptoms need to be treated or not treated, and the symptoms may last 2 to 4 weeks. Different from chickenpox, the rash of monkey acne is concentrated on the face and limbs instead of the torso. More than 70%of the cases, palms, soles, and oral mucosa appear rash. Monkey acne is currently not treated with special effects, mainly based on symptomatic treatment and optimization of nursing care to reduce symptoms, control and prevent complications. For severe cases, antiviral drugs can be considered for treatment. The drugs currently approved for acne treatment include two types: BRINCIDOFOVIR and Tecovirimat.

Lu Hongzhou pointed out that in terms of vaccine vaccination, most of the small ceiling vaccines preserved in many countries around the world are mostly replicated tissues to cultivate vaccines. The protection of monkey acne can reach about 85%, which can reduce the severity of the symptoms. In 2019, Jynneos (MVA-BN) approved by the FDA of the United States in 2019 is a non-reproducible monkey acne vaccine and can be used for the prevention of adult ceiling and monkey acne. However, at present, this vaccine also recommends that high -risk population and close contacts are recommended to prevent use, and the effect of blocking and preventing outbreaks needs to be evaluated.

On June 14, the official website of the National Health and Health Commission released the "Guidelines for Monkey Acne Diagnosis and Treatment (2022) Nian Edition", requiring to improve the ability of medical institutions to diagnose monkey acne. On June 22, the China Centers for Disease Control and Prevention issued the "Monkey Acne Health Tips" pointed out that the number of cases and affected scope of this round of monkey acne epidemic increased faster, the highest in the history of non -local pop -up areas. The China Centers for Disease Control also reminded that if monkey acne input cases are found, there is a certain risk of infection among their contacts, and the general population has no risk of infection.

It is worth noting that in order to further guide the prevention and control of monkey acne epidemic in various places, standardize the survey of monkey acne epidemic diseases, contacts judgment and management, and laboratory testing, recently issued the "Monkey Acne prevention and control technology Guide (2022 Edition).

The guide pointed out that disease control aims to achieve early discovery, early reports, early diagnosis, early investigation, and early disposal. When patients with various medical and health institutions at all levels, patients with fever are accompanied by rash, they should pay attention to the history of epidemiological diseases in cases, and at the same time, pathogenic screening should be performed.

Guide prompts that entry -exit personnel and personnel in the immune regions need to pay attention to the acne epidemic information of the country where the country is located. Returned personnel in the epidemic area should pay attention to self -health monitoring. When symptoms such as rash, they should take the initiative to seek medical treatment, and inform the history of the doctor's epidemic area travel history to help diagnosis and treatment. If there is a history of contact and exposure abroad, no symptoms have occurred, and the local CDC can be contacted to consult and report.

The guide requires that after various medical and health institutions at all levels have found suspected or confirmed cases, they should report direct reporting through the monitoring report management module of the Chinese disease prevention and control information system within 24 hours. Suspicious and confirmed cases shall be transported to the specified professional infectious disease treatment institution for special transportation and treatment of special professional infectious disease treatment institutions assigned by the local health administrative department for strict observation and treatment.

Related concept stocks rise

An important information of the "Monkey Acne Prevention and Control Technology Guide (2022 Edition)" was clearly required that local governments should take the initiative to conduct monkey acne virus investigations.

The guide clearly states that during the isolation of the existing immigration personnel, while investigating the infection of the new crown virus, local governments should take the initiative to conduct monkey acne virus investigations, especially those who have a monkey acne epidemic reported on the history of national residence within 21 days before the immigration. When the rash is out of the rash, suspicious personnel or suspected cases shall be reported in accordance with relevant regulations and should be reported in a timely manner of the area under the jurisdiction and transferred a fixed -point medical institution.

At the press conference of the State Council's joint prevention and control mechanism held on June 9, Xu Wenbo, director of the China Disease Control Center Virus Directors, said that the China Centers for Disease Control and Prevention has verified the sensitivity and specificity of monkey acne virus in Sierra Leion, Africa. my country has the ability to conduct real -time fluorescence PCR detection of monkey acne virus genes for clinical specimens suspected of input cases, and can detect potential input monkey acne cases in time.

On July 4th, affected by the National Health and Health Commission's guidelines for strengthening entry personnel to investigate the news, the concept of A -share monkey acne continued to rise. As of closing, the concept of monkey acne rose 4.5%; %, Lan Wei Medicine (301060.SZ), Oriental Biological (688298.SH), Hanyu Pharmaceutical (300199.SZ), Puli Pharmaceutical (300630.SZ) and other shares have risen sharply.

China -Thailand Securities said that considering the occurrence of monkey acne epidemic in this Europe and the United States, the domestic input risks are superimposed, the development of the test kit development and treatment are focused.

In terms of detection kits, many companies such as Zhijiang Biology, Shengxiang Biology, Huada Gene, Hot -ora -view Biology, Wanfu Biology, Antu Biology, Dian Diagnosis, Daan Gene and other companies have developed monkey acne virus nucleic acid testing kits And EU CE certification. According to the 21st Century Business Herald reporter's incomplete statistics, at present, more than 20 companies in China have obtained EU CE certification, and many companies have obtained export orders.

For example, as early as the end of May, Jiangsu Mosor Biotechnology Co., Ltd. released a news that the company's Monkey Acne Virus Nuclear acid Testing Destrade Box was certified by the EU CE. The first batch of 30,000 products will be exported to France; The interactive platform stated that the company's nucleic acid testing kit production capacity is 4 million or days. Recently, overseas orders such as Portugal, Spain, Czech Republic, and UAE have been received, as well as emergency reserves and scientific research orders for some domestic customs and disease control; on June 10, Daannen revealed on the interactive platform that the company's monari virus nucleic acid testing kits (Fluorescent PCR method) Products have obtained CE registration certificates and exported to the external export; Runda Medical publicly revealed on June 27 that the company has received orders from South Africa and Algerian countries. Following, the production plan will be adjusted according to the order situation to meet customer needs. The current development and approved detection kit is mainly based on the fluorescent PCR method. The nucleic acid fragments of monkey acne virus are detected by specificity, so as to quickly identify monkey acne virus.

Duan Yun, executive director of Shanlan Capital, pointed out to the 21st Century Business Herald that compared with the new crown testing test agent, monkey acne test reagents are more difficult. First of all, because monkey acne virus is used as a DNA virus, the in vitro stability of DNA is higher than the RNA virus, and there is no need to reverse the transcription during the testing process. DNA virus mutations are less than the new crown virus, simpler from the perspective of pathogenics, and easier to find conservative areas, and test reagents will be less subtypes that need to be covered in primers and probe design. Therefore Theoretically easier.

Duan Yun also said that, as a virus -based PCR product, it belongs to three types of products from the classification definition. Clinical samples need to be verified, and there are no cases in China. It is currently difficult to carry out relevant clinical verification in China, so it is very likely that domestic approval is very small. At present, most companies have passed the EU CE certification. Because the EU CE certification has no requirements for the clinical test results of "other in vitro diagnostic devices", it is easier to obtain approval.

In terms of vaccines, monkey acne is a positive virus, and can prevent monkey acne based on cross -protection. Chinese creatures have stated in Guanwei that they have sealed acne after the elimination of smallpox. In addition, Baik creatures have experience in developing acne virus vaccine. Enegeneus vaccines are currently the main contributor to the company's current revenue.

At present, there is no alienal anti -acne virus drug, which is mainly symptomatic support and complications. Although monkey acne is similar to smallpox, the clinical severity is mild. Monkey acne is a self -limited disease, and most of them are good. Severe cases are common in young children and low immune functions. The prognosis is related to the infected virus branch, virus exposure, previous health status, and severity of complications.

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