Optimizing the epidemic prevention and control of the 20 measures clearly put forward to speed up the new crown pneumonia treatment related drug reserves. Azulfidine tablets as China's independent research and development of oral small molecules of new coronavirus pneumonia treatment drugs, will play an important role in the future epidemic prevention and control. Azulfidine API supplier - Tuoxin Pharmaceuticals (301089.SZ) is expected to benefit from the incremental market.
According to WHO data, as of 3:54 p.m. Beijing time on November 15, the global cumulative total of 631935687 confirmed cases of new crown pneumonia, the cumulative total of 6588850 deaths. On that day, the global new crown pneumonia confirmed cases of new 116,274 cases, the death of 590 new cases.
CITIC Securities research report pointed out that the joint prevention and control mechanism requires the strengthening of the new crown-related drug reserves, the new crown of small molecules of oral medicines and the new crown-related traditional Chinese medicine will be the future of the new crown of the prevention and control of an important guarantee.
Publicly available information shows that Azulfidine tablets are China's first approved with full independent intellectual property rights, and has a global patent 1.1 class of small molecules of anti-coronary pneumonia oral drugs. Azivudine has been approved for its strong targeting, low oral dosage, good therapeutic effect, low toxicity and side effects, wide range of indications, and it has significant effect on all variant strains of neocoronavirus.On August 9, the National Health Commission and the State Administration of Traditional Chinese Medicine (SATCM) issued a notice saying that the drug will be included in the "Diagnostic and Treatment Program for Neocoronavirus Pneumonia (Ninth Edition)".
Central Pacific Securities believes that the small molecule oral drug remains effective against the mutated strain and is expected to play a key role. It is worth noting that, as a new nucleoside antiviral drugs, azivudine in the characteristics of biology has produced a new mechanism, not only is the RdRp inhibitor, but also can protect the thymus, to achieve the new crown infected populations with both symptomatic and therapeutic management of the whole process. CITIC Securities expects the global oral new crown drug market size will reach billions to tens of billions of dollars.
TuoXin Pharmaceuticals 2022 three quarterly data, the first three quarters, the company realized revenue of 423 million yuan, an increase of 8.88% year-on-year; to achieve net profit of 109 million yuan, an increase of 66.17%. The company realized revenue of 176 million yuan in the third quarter, an increase of 68.83% year-on-year; realized net profit of 55.4283 million yuan, an increase of 341.96% year-on-year, the development momentum is strong.
The tense epidemic situation at home and even globally is increasing the demand for small-molecule oral drugs day by day. According to the official microblogging of Heavy Pharmaceutical Holdings, in the face of the severe epidemic situation, Heavy Pharmaceutical Group, as the central and local levels of emergency medical supplies reserve unit, has recently completed the first domestic new crown oral drug azivudine emergency distribution task. It is reported that Heavy Pharmaceutical Group will recently emergency procurement of Azulfidine tablets to protect the epidemic prevention and control needs in Chongqing, Qinghai, Gansu, Ningxia, Guizhou, Shaanxi and other regions.
Topsystems recently said on the interactive platform, the current situation of the new crown of the epidemic is grim, the company launched the first time the production of supply and epidemic prevention and control programs, steady and orderly production and operation activities to meet market demand. The company's subsidiary Azulfidine API production, reserves, sales and other work in an orderly manner, fully capable of sustained supply to meet market demand.
Central Pacific Securities research report pointed out that, in the global epidemic repeated, liberalized demand background, the new crown oral drugs with efficacy and convenience and other advantages, is expected to become an important means of anti-epidemic. Considering the current shortage of global production capacity and the requirements of the original research on the progress of research and development, the domestic pharmaceutical manufacturing enterprises are expected to y participate in the various links of the industry chain through the advantages of process development, scale production and customer relations accumulated over the years, which will bring a certain performance elasticity.
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