1, a week (2022.11.28-2022.12.02, the same below) point of view: second-generation new crown vaccine against mutated strains continues to advance and is expected to contribute to epidemic prevention
November 15, Beijing Shenzhou Cell Biotechnology Group Co. Promising to contribute to epidemic prevention
On Nov. 15, Beijing Shenzhou Cellular Biotechnology Group Co. announced the results of an interim analysis of the Phase III safety and immunogenicity study of the clinical trials of its holding company's new coronavirus vaccines, SCTV01E and SCTV01C, in comparison with the mRNA vaccine head-to-head. The recombinant New Crown virus 2-valent (Alpha/Beta variant) S trimerization protein vaccine (project code: SCTV01C) and 4-valent (Alpha/Beta/Delta/Omicron variant) S trimerization protein vaccine (project code: SCTV01E) have been subjected to an interim analysis in the UAE Phase III safety and immunogenicity clinical trial and head-to-head comparison of mRNA vaccines and have achieved positive results. A mid-term analysis comparing the safety and immunogenicity of the UAE Phase III clinical trial with a head-to-head comparison of the mRNA vaccine was conducted with positive results. Key results of the clinical study showed that after 28 days of booster immunization with SCTV01C and SCTV01E, both SCTV01C and SCTV01E met the two primary endpoints of neutralizing and antibody titers to the currently prevalent omicron BA.1 and BA.5 variants of the true virus, and SCTV01E achieved statistically significant superiority over the Pfizer mRNA vaccine.
2, a week view: precision prevention and control of the new situation, medical consumption is expected to usher in the recovery of the industry
The State Council on November 11 since the release of the 20 articles, the prevention and epidemic prevention measures have been optimized one after another. November 21 further on nucleic acid testing, risk area delineation, home isolation, etc. to give specific instructions. the State Council on the afternoon of November 29th, the State Council Joint Prevention and Control Mechanism held a press conference, pointing out the need to accurately determine the risk area, sealing and control management should be fast sealing and resolving, should be resolved as much as possible, to reduce the inconvenience caused to the public due to the epidemic; localities to set up remediation of cascading work task force, to the people's public reflected a variety of issues, to respond positively and effectively; should adhere to the ninth edition, the implementation of the twenty articles. The next step will be to strengthen the construction of designated hospitals, in particular, to enhance the comprehensive treatment capacity and multidisciplinary diagnosis and treatment level, to improve the ability to treat serious illnesses.December 1, Vice Premier Sun Chunlan held a symposium in the National Health and Health Commission, pointed out that, with the weakening of the pathogenicity of the omijon virus, the popularization of vaccination, the accumulation of experience in the prevention and control of China's epidemic prevention and control of the new situation and new tasks.
We believe that in 2022, the pharmaceutical industry is seriously disturbed by the epidemic, consumer health care, medical services, traditional Chinese medicine performance is impaired, in the case of the policy marginally better, 2023 is expected to usher in a recovery market. Consumption recovery theme specific favorable segments including pharmacies, medical services, and traditional Chinese medicine.
3, recommended and benefited subjects
Recommended subjects: long-term portfolio: Myriad Medical, Kaili Medical, Aohua Endoscopy, Hitech Xinguang, Tiger Pharmaceuticals, Kanglong Huacheng, Boten shares, Antelope Pharmaceuticals, Kangyuan Pharmaceuticals, Renfu Pharmaceuticals, Dongcheng Pharmaceuticals, Yifeng Pharmacy, the old people, health of the Jia, Haijia Medical, Xintian Pharmaceuticals, Yiling Pharmaceuticals, Shouxianggu, Yingkang life, Weishi Medical East China Pharmaceutical. Elastic combination: Haier Biological, adopted shares, Changhong technology, Kangtuo medical, China's traditional Chinese medicine, Taiji Group, international medicine, Haoyuan medicine, medicine stone science and technology, Medicilon, Jiangsu Wuzhong.
Beneficial subjects: Shenzhou Cell, Kangxinuo, Wantai Bio, Shiyao Group, Clover Bio, Lizhu Group, Junshi Bio, Ealing Pharmaceuticals, Yuyue Medical, Lepu Medical, Yeehe Jiaye, Wonderful Healthcare, Myriad Healthcare, Dongfang Biologicals, Anxu Biologicals, Wanfu Biologicals, Mind Biologicals, and Townshend Pei Jian.
Risk warning: industry black swan events, the deterioration of the epidemic affecting production and operation.