Real biological new crown oral medication application for listing related listed companies falls down

On July 15th, Henan Real Biotechnology Co., Ltd. (hereinafter referred to as "real creature") announced that Azf's fixed tablet for treatment of new coronary virus pneumonia indications registered phase III clinical trial results reached expectations. Recently The bureau submits a listing application.

As a representative of the domestic new crown oral drugs, the listing application of Azf's setting has aroused market attention. However, what made the market unexpectedly, after the release of the above news, on July 15, the real biological A -share "circle of friends" (related listed companies that cooperate with real creatures) Xinhua Pharmaceutical, China Resources Shuanghe, Aoxiang Pharmaceuticals However, industry and Tuoxin Pharmaceuticals have fallen. As of the closing, Xinhua Pharmaceutical's decline was 5.3%, and China Resources Shuanghe and Aoxiang Pharmaceuticals had a limit.

Real biological related persons told reporters: "The company prohibits communication with the outside world." A new crown oral drug research and development company introduced to the Securities Daily reporter that although Azf submitted a listing application, it was When it is listed, it still depends on the approval process.

Domestic and imported new crown oral treatment drugs

Submit a listing application one after another

Real creatures introduced in the official WeChat public account that supporting Azf's fixed -chip to treat new -type coronary virus pneumonia applications for a key III registered clinical trial, which adopts clinical trial design of multi -centered, random, double -blindness, and placebo control.

The results of clinical trials show that Azf's fixed tablet can significantly shorten the moderate new type of coronary virus infection with pneumonia patients, improve the proportion of patients with improvement of clinical symptoms, and achieve clinical excellent results. On the first 7th day of the administration, the proportion of the subjects of the clinical symptoms improved 40.43%, and the placebo group was 10.87%(P value <0.001). There are very significant statistical differences with the placebo group (P value <0.001). Azf has the effect of inhibiting the activity of the new coronary virus, and the virus clearance time is about 5 days.

Up to now, Pfizer's PaxLovid is the only new crown small molecule oral medication that has been listed in the Chinese market. On July 4th, Japanese pharmaceutical company Ping An Yanye Yiyi Co., Ltd. announced through the official website that the new type of coronary virus pneumonia (COVID-19) under the research and development is oral antiviral drugs (development number: S-217622) The Drug Review Center began to submit relevant preparation materials for the application for the listing of new drugs.

"Compared with foreign drugs, the domestic new crown oral drugs have a great advantage in price, especially in the domestic price level, which is expected to be further reduced." Weng Zichi, a senior investment consultant in Jufeng, told the Securities Daily reporter.

Beauty?

The stock price of related listed companies has fallen collectively

Since April this year, real creatures have signed cooperation agreements with A -share listed companies Xinhua Pharmaceutical, China Resources Shuanghe, and Aoxiang Pharmaceuticals to pave the way for subsequent Azf's fixed production and commercialization.

On April 26, Xinhua Pharmaceutical and Real Biological Signed the Strategic Cooperation Agreement. Real biological consent agreed that Xinhua Pharmaceuticals were product manufacturers and dealers in China and other countries agreed by both sides; 5 On the 9th, China Resources Shuanghe announced the announcement of the "Strategic Cooperation Agreement" with the real biological biology and the Azf's fixed film entrusted processing production framework agreement; on May 10, Ao Xiang Pharmaceutical issued an announcement that the company's wholly -owned subsidiary Zhejiang Qizheng Pharmaceutical Co., Ltd. (hereinafter referred to as "Qizheng Pharmaceutical") has recently signed the "Entrusted Processing Production Framework Agreement" and "Pharmaceutical Entrusted Production Quality Agreement" on the processing production and production of Azf's fixed tablet.

In addition, Tuoxin Pharmaceutical introduced in May to respond to investors' questions that the production of Azf's raw materials requires the approval of the State Drug Administration, and the company's subsidiary Xinxiang Pharmaceutical Co., Ltd. The associated review of the Zif Dingfin, Xinxiang Pharmaceutical Co., Ltd. has corresponding production qualifications.

However, the reporter noticed that the domestic production and drug filing information of the National Drug Administration showed that on June 29, the filing information of Azf's fixed filming was changed, and the name of the production enterprise was changed from Beijing Union Pharmaceutical Factory to Henan Real Biotechnology Co., Ltd. Beijing Union Pharmaceutical Co., Ltd.. This means that the real creature is a listing license holder of the Azf set.

Regarding the collective decline of the real biological A -share "circle of friends", Weng Zichi said: "Previously, real creatures have signed an entrusted production agreement with Xinhua Pharmaceutical and China Resources Shuanghe, which has benefited from this company. In the past, such as China Resources Shuanghe increased by more than 180%, fully fulfilling its potential performance growth expectations. The market feedback expectations in advance, favorable to the ground, without expectations, and at the same time, the Davis double kill is more prone to occur. "

Our reporter Zhang Minmin

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