Two shots of 13,300 yuan, the only new crown prevention medicine!The agent is four consecutive boards, and many pharmaceutical companies have laid out

As the first domestic new crown neutralized and antibody drugs were announced, the market of neutralized antibodies attracted much attention.

Recently, the world's only new coronal virus infection drug prevention drug EVUSHELD (Eunbida) completed the approval of special entry special items, and the price of two stitches of 1,3300 yuan was subsequently exposed. Relevant persons of Ruikang Pharmaceutical (002589.SZ) have revealed to the media that the company has a long -term cooperation with R & D company ADR.US or can get EVUSHELD China Agency, but there is no substantial agency agreement. In addition, Tengsheng Pharmaceutical (02137.HK) also announced that its long -acting new crowns and antibody pharmaceuticals have been listed in China, and the pricing is expected to be less than 10,000 yuan.

Picture according to IC Photo

The Red Star Capital Bureau noticed that in addition to the two new crowns and antibody drugs that have been listed mentioned above, including Baiji Shenzhou (688235.SH; 06160.HK), Jimin's credibility, Junshi Bio (688180.SH; 01877.HK) About 30 pharmaceutical companies including Maiwei Biological (688062.SH), Fuhong Hanlin (02696.HK), etc., deployed new crowns and antibody drugs.

The official listing of the new crown and antibody drugs also ignites the enthusiasm of investors for agents. On July 11, Ruikang Medicine had a rapid daily limit. As of the release of 5.7 yuan/share, this was its fourth consecutive trading day daily limit, and the stock price increased by more than 40 %. In addition, Teng Shengbo's drug increased by more than 35%today. As of press time, it was reported at HK $ 14.02/share, up 27.45%.

Two new crowns neutralized antibody "high -profile" into the market

The new crown oral medication has not moved, neutralizing antibody drugs has been first, and it is still at a high price.

On July 7, Tengshengbo Pharmaceuticals took the lead in announced that its holding company Teng Shenghua Chuang Pharmaceutical Technology (Beijing) Co., Ltd. (hereinafter referred to as "Teng Sheng Huacu") Siwei Shan's anti -combination therapy was listed in commercialization in China.

According to the global phase 3 clinical trial data, this combination therapy can reduce the risk of patients' hospitalization and death by 80%, and it has attracted much attention to the current popular Omikon subtype BA.2 live new crown virus variants and the past. The new coronal virus variants remain neutral.

The combined therapy was approved by the Pharmaceutical Bureau in December 2021, which was used to treat light and ordinary types of adults and adolescents with high risk factors (including hospitalization or death). ) Patients with new coronary virus infection. Among them, the adolescents (12-17 years old, weight ≥40kg) are approved by the attachment.

In March 2022, the National Health and Health Commission approved the combined therapy to be included in the "New Coronatte Virus Pneumonia Diagnosis and Treatment Plan (Trial Ninth Edition)". Since March 22 this year, the medical security bureaus of many provinces have successively implemented the instructions of the notice to include the joint therapy of Anbawei's anti -anti -anti -anti -anti -anti -anti -anti -anti -alive therapy into the scope of the local medical insurance fund payment.

Although it was included in medical insurance, the pricing of Anbawei's combination therapy for the combination therapy of Ambaru is not for ordinary consumers. Luo Yongqing, president of Teng Shengbo Pharmaceutical and General Manager of Greater China, said in a media report that the product is expected to be within 10,000 yuan.

High prices also occur in the world's only drug in the world that can be used for new crown prevention, neutralized antibody Evusheld.

According to the R & D company Asleykang, the drug is suitable for new crown virus pre -exposure to adults and adolescents (age ≥ 12 years, and weight ≥40kg), and it is difficult to cause sufficient antibody protection for the new crown vaccine, including the vaccination of vaccinations. Crowd.

Related clinical trials show that compared with placebo, EVUSHELD reduces the relative risk of new crown infections by 77%; in subsequent analysis, the medium time of the follow -up is 6.5 months. Compared with the placebo, EVUSHELD will have symptoms of symptoms. The relative risk of new crown incidence was reduced by 83%. Tests show that the protection of the new coronal virus can last at least 6 months.

It is reported that EVUSHELD has not yet been listed in my country, but according to the relevant policies of the State Articles, it can be used in the medical tourism area of ​​Boao Le City, Hainan. The new drug has now been located in Ruijin Hainan Hospital and can make an appointment. However, EVUSHELD has a one -time injection of two stitches and the price is as high as 1,3300 yuan, and medical insurance settlement cannot be used.

Pharmaceutical companies are scrambling to arrange neutralized antibody drugs

According to the incomplete statistics of the Red Star Capital Bureau, in addition to the above -mentioned Tengsheng Pharmaceuticals and Astrakon's new crowns and anti -drugs have been listed, the same types of products include Roche and regenerated Casirivimab and IMDEVIMAB; the Bamlanivimab and Junshi creature BAMLANIVIMAB and the Junshi creature Etesevimab; Sotrovimab of Grammot and Vir Biotechnology.

As the overseas new crown and antibody drugs were successively listed, in December 2021, the first domestic new crown and antibody drugs produced by Teng Shenghua was approved by the drug supervision bureau.

In addition, there are BGB-DXP593 developed by Baiji Shenzhou and Danxu Biology, JMB2002 of Jimin's credible, Ly-Covmab of Boan Bio, JS026 of Junshi Bio, BAT2022, and MW33 of Maiwei's creatures About 30 pharmaceutical companies such as the three excellent creatures and the HLX70 of Fuhong Hanlin deployed the new crown and antibody drugs. Among them, Etesevimab (JS016/LY-COV016) developed by Junshi Bio, which is authorized by its overseas rights and interests. At present, multiple indications have been urgently authorized by the US Food and Drug Administration, including light Zhongzhong Patients with new crowns, postponed prevention, and mild moderate patients under 12 years old. The Southwest Securities Research Report shows that the overseas authorization is expected to bring $ 500 million in revenue to Junshi creatures, and it is expected to continue to contribute income. The above -mentioned new generation of neutralized antibody JS026 may be effective in the future of more new crowns.

On July 10, Cao Bo, a consultant to Innovation Pharmaceutical Medical, told the Red Star Capital Bureau that domestic pharmaceutical companies have more layout in macromolecular drugs and have good treatment effects, so they have a certain foundation in the development of new crowns and antibody drugs.

At present, the domestic research and development of new crown special drugs is mainly divided into neutral antibodies and small molecular oral drugs, and the market potential is huge. But the market space used by neutralization for prevention is not optimistic. According to the analysis of Xingye Securities, by the end of 2021, it is expected that the market space of neutralized antibodies will reach US $ 6.87 billion to US $ 14.64 billion.

It is worth mentioning that the market space for neutralization of antibodies for patients has greater market space, about 6.2 billion yuan-13.2 billion US dollars. However, when the prevention of high -risk people is used, due to the disadvantages of high prices and short prevention time, it is easy to be replaced after the vaccine research and development is successful. The market size is relatively small, or it will not exceed 1 billion US dollars.

Red Star News reporter Deng Lingyao

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