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| The pharmaceutical sector enters the fight against influenza: a fire or a live bomb? |
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| Author：中國銘鉉 企劃部 Release Time：2017-8-8 11:08:28 Number Browse：691 |
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Medical network - August 8 August 7, A shares medicine plate has A "influenza wars", headed by anti-lu medicine, Rhine biological, longevity of A batch of influenza stocks strong, attract market attention.
The flu strikes
For its part, flu cases in Hong Kong and shenzhen have become a flashpoint for the fight against the flu.
According to information released by the centre for health protection of the Hong Kong special administrative region (hksar), a total of 458 cases of influenza-related severe cases have been reported since May 5, 2008, resulting in 315 deaths. Analysis of the results of the monitoring results show that influenza a (H3N2) virus has been prevalent in Hong Kong recently.
According to a reporter from the shenzhen center for disease control and prevention, shenzhen has issued an alert for the highest level (I) influenza index for three consecutive weeks. Shenzhen city monitoring data analysis, nearly two weeks shenzhen outpatient cases of influenza-like cases percentage were 4.98% and 4.64% respectively, higher than the baseline, the flu virus detection positive rate were 41.7% and 42.9% respectively, at a higher level. In addition, since June, more than 2,000 cases of influenza have been detected at various ports in shenzhen, a significant increase from the previous year.
Have authority, according to the analysis of the influenza a (H3N2) virus caused by sticky virus, showing more common flu symptoms, can appear sometimes diarrhea and vomiting, the person that weigh will be secondary to pneumonia and respiratory failure, and even death. Current monitoring results show that the influenza a (H3N2 flu virus has not obvious mutation, but the a/h1n1 flu virus antigen variation faster, and people, livestock and poultry, swine influenza virus gene fragments are prone to cross reorganization, people generally susceptible, therefore clinically the emergence of a new influenza virus subtypes are always popular.
According to experts, vaccination is still the most effective means of prevention. Influenza vaccine protection is generally less than 10 months and is required annually. Once onset, antiviral treatment should be conducted within 48 hours.
Live fire or live fire?
Affected by the seasonal flu outbreak, vaccines, antiviral, avian flu and other sectors and stocks have collectively moved to break the recent silence of the pharmaceutical sector.
What is the impact on the listed companies of the Hong Kong outbreak?
Reporters interviewed several strong flu stocks. Among them, the company has no products related to the virus, and the outbreak has limited impact on the company, according to people inside lu. For company stock opening short period of time limit, the company says "do not rule out have idle speculation".
No market expectation, lu anti medicine today also appeared on the stock exchange dragon tiger list, who is buying and selling, who is in the hype, you might as well look at the list!
Data capture
The main products of the private vaccine leading enterprises include freeze-dried chickenpox attenuated vaccine, freeze-dried people using rabies vaccine (Vero cell), influenza cracking vaccine and so on. Will the flu event spur sales? "The impact of the flu on the company is also present today," said the company insider. "the sales figures for specific products are not expected to be released until a month later."
According to the company, the company's anti-flu vaccine products are more stable in the past year. Usually a year 9 to October is the best period of vaccination, this is because the vaccine in the human body reaction to the immune effect, in the meantime after inoculation, just can resist possible outbreaks of seasonal influenza in the fall and winter of follow-up.
It is important to note that, according to the reporter, the current bioinfluenza related products have not been sold in Hong Kong, and there are products in guangdong such as shenzhen.
In an interview with reporters, lianhuan pharmaceutical company, which is on the run, said the company does not have a flu-related product. At the same time, the company's main products are not sold in the Hong Kong market.
It is worth mentioning that the "anti-flu war" of a-share has also caused A heated discussion among investors on the Shanghai and shenzhen exchanges. The listed companies are also actively responding in the first place.
Long life:
In response to capture
Chinese creatures:
In response to capture
Lianhuan pharmaceutical:
In response to capture
It can be seen that the real fire in this "battle against the flow" is real.
What is the impetus for the rise of pharmaceutical stocks?
Could this seemingly busy "fight against the flu" become a "trigger" for the new cycle of growth in the pharmaceutical sector? A number of pharmaceutical industry analysts are cautious. "Aside from the flu, it's not clear that money is chasing the logic of medicine." "But in the long run, there is a potential hotspot for performance-backed drugs," said one analyst.
According to the reporter, from the current medical semi-annual report and the performance forecast, nearly 80 percent of pharmaceutical shares are expected to achieve growth in the first half of the year. In terms of subdivision, medical device companies are almost all the growth. While maintaining the main tone of growth, Chinese medicine and chemical companies have been affected by factors such as price change of specific products. The biological products sector delivers a clear positive signal, with the elimination of the "vaccine incident" and the signs of recovery in companies such as zhifei biology and kangtai biology.
Under the background of the vaccine industry recovery and further combining with seasonal influenza events, made by hualan bio-engineering, the temple of heaven biology, such as the Shanghai pharma has a mature vaccine products, of da an gene vaccines, such as testing, and company will benefit from it.
The pharmaceutical sector is gradually entering a new business cycle, according to brokerage analysis, mainly due to the structural adjustment of the stock market driven by supply-side reform. This new business cycle will be dominated by innovative varieties, high-quality varieties and high-quality enterprises. Industry concentration will improve, the leading enterprises in the fine molecular industry will be the biggest beneficiaries.
In terms of medium - and long-term investment opportunities, the subsequent rise of the pharmaceutical sector also includes: first, the evaluation of drug consistency is the development opportunity brought by innovative drugs and CRO industry. Second, the "two-ticket system" has been pushed forward in the country to open up market space for medical circulation taps; Third, the revision of the new health care catalogue will be gradually revealed in the next year. |
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