An epidemic has forced many businesses to close their doors, factories to shut down, and many commercial businesses to shut down, but it has also saved some businesses that were in dire straits. Nucleic acid testing, is completely due to the epidemic and bring fire.
Since Beijing started nucleic acid testing, it has generated a lot of new segments. Netizens have teased: before Beijing people meet and greet saying ? Eat it, you inside? The newest addition to the list is the "Nucleic Acid Test", which has recently been changed to "Nucleic Acid Test". Nucleic acid, you within?
In fact, since the new crown pneumonia epidemic, Wuhan, Hubei, more than 10 million people have done nucleic acid test, while Beijing's test also exceeded 7 million people. Behind this, everything from upstream manufacturers of testing equipment and reagents to downstream testing service providers have seen an explosion in performance.
It is because of this, dozens of A-share listed companies related to nucleic acid testing share prices rose sharply, small and medium-sized organizations can be more than 10,000 daily testing volume, monthly turnover reached tens of millions of yuan, monthly profits also reached 10 million, and even the nucleic acid testing innovative technology research and development of start-ups have ushered in the capital of the hot pursuit. All these signs indicate that the nucleic acid test this strand? East wind?
However, the technical barriers of nucleic acid testing are not high, so the qualification is its first key element. Moreover, the current situation can only be extraordinary to seek a short-term market outbreak. Therefore, nucleic acid testing can only be considered a short-term money-making business, but not a long-term good business.
Those companies under the wind mouth of nucleic acid testing
Nucleic acid testing is the main criterion to determine the new coronavirus infection. At this stage, the most commonly used clinical method is fluorescence quantitative PCR, in layman's terms, the virus infection will be hosted in the oral mucosa epithelium, through the collection of pharyngeal swabs, with the new coronavirus containing the unique genetic information of the probe to the pharyngeal swab specimen to look for the corresponding sequences, if it can be found, it represents a positive, otherwise, it represents a negative.
So how big has nucleic acid testing gotten since the outbreak? Let's start with a set of data.
According to the report, from 0:00 a.m. on May 14 to 24:00 a.m. on June 1 alone, Wuhan concentrated on testing nearly 9.9 million people, with the government reducing costs through purchases, for a total expenditure of about 900 million yuan. Li Lanjuan, an academician of the Chinese Academy of Engineering, explained that this number, together with those who had already been tested before, totaled 10.909 million people in Wuhan who had been tested for nucleic acids. Except for children under the age of six, Wuhan has almost full coverage of nucleic acid testing.
And since the outbreak resurfaced in Beijing, as of June 22, 2020, there were as many as 128 institutions with nucleic acid testing capacity in the city, and the maximum daily capacity of a single test had reached more than 400,000 people/copy. According to official statistics, as of 12:00 on June 28, the city of Beijing has completed a total of 8,299,000 people sampling, has completed testing 7,687,000 people.
Behind this, it is the nucleic acid testing upstream and downstream enterprises are providing the main support.
According to the official website of the State Drug Administration, at present, a **** approved 42 new coronavirus testing reagents, which is behind the manufacturers, including 12 A-share listed companies such as Huada Genetics, Daan Genetics, Fosun Pharmaceuticals and so on.
By the impact of the epidemic rebound, the above 12 stocks in the near future have risen to varying degrees.
In the case of UWG, for example, the epidemic has virtually activated the company.
The financial report shows that UWG has a revenue of 2.8 billion and a net profit of 279 million yuan in 2019.
In the early stage of the epidemic, UWG successfully developed a new coronavirus nucleic acid detection kit, which became the first batch of anti-epidemic testing products approved through emergency approval and put into production on the 26th.Since late February, the epidemic abroad began to spread. UW Genetics respectively in the United States, Sweden and other countries layout fire eye laboratory, export equipment, reagents and services, and at the end of April to undertake some of the Saudi Arabia detection task, the total contract amount does not exceed 265 million U.S. dollars.
In addition to listed companies, small and medium-sized enterprises also got a share of the pie. Cloud call technology is a medical industry Internet platform, the company's COO Li Fuqiang revealed that the epidemic pre-company mainly deployed masks, medicines and other epidemic prevention materials, in May to get the nucleic acid testing qualification before starting to join the testing service.
Starting in May, many aviation staff, local healthcare practitioners, institutional personnel, etc. are required to do nucleic acid testing, in addition to the patient to the hospital before surgery is also required to do. The recent large-scale demand is concentrated in Beijing and Hebei. From May to now, our entire staff is working at high capacity.? Li Fuqiang described.Profits exceed ten million per month, profiteering nucleic acid testing
Next look at how lucrative the oversupplied nucleic acid testing really is.
According to Li Fuqiang, the cost of the kit has been changing these months, due to the shortage of supplies in February, so each kit ranges between 80 yuan -100 yuan, basically to grab, ? At that time, we waited every day in front of the factory, produced a batch to pull away a batch, now basically down to 30 yuan -50 yuan range.
He said, like Beijing, 200 yuan / copy of the test, the profit is 40-50 yuan.Yunhoo Technology's daily testing volume of about 10,000 copies, from which it is estimated that the company's single-day revenue of about 2 million yuan, profits of about 500,000 yuan, monthly revenue would be 60 million yuan, profits of about 15 million yuan.
Is nucleic acid testing a sustainable business?
When asked, is such a business sustainable?
Industry insiders say that while the outbreak has brought nucleic acid testing in a good direction for business, it is a temporary and unexpected program, and there should be no such market after this stage.
Because of the temporary nature of this project, doing nucleic acid testing will rely heavily on equipment and manpower; after all, each company has limited capacity, and it will be complicated to follow up if equipment and personnel are increased too much. Then if you throw out the short-term demand, relying on the difficulty of nucleic acid testing itself, can it become a long-term business? Experts pointed out that the threshold of nucleic acid testing in the early stages of virus development, such as UWG got the strain in the first place, and then do their own primers and markers, this is generally difficult for small companies to do. But as long as it is done, others can use it.
Nucleic acid testing itself has no technical content, and there are no barriers to the reagent kits and consumables it requires. The so-called technical content is the requirements for people and the standard site requirements are relatively high, it is difficult to build a laboratory. From the upstream production of reagent equipment and kits to the downstream to do testing, the main threshold is the qualification audit. Therefore, for some professionals will not take nucleic acid testing as their company's core program.
Although nucleic acid testing is a short-term business, it can still bring great value to the companies behind it. The six-month-long outbreak of uninterrupted nucleic acid testing has educated the market for startups, brought a respite for companies whose main business is suffering, and brought good revenues for many companies.