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View of Huaxin Capital: monkeypox virus (2)

2022-06-06

3、 Relevant listed companies


1. Detection


Due to its accuracy and sensitivity, polymerase chain reaction (PCR) is the preferred detection method. The best diagnostic samples for monkeypox come from skin lesions - the tops or fluids of vesicles and pustules, and dry crusts. PCR instrument is dominated by foreign brands, with high technical barriers. PCR instruments and equipment are basically owned by international brands such as Bio Rad, Thermo Fisher (TMO. N) and Stilla Technologies. The field of gene sequencer is basically monopolized by Illumina (LIMN. O), Thermo Fisher, Rocher Roche (ROG. SIX) and other foreign brands.


The barrier to research and development of PCR kits for monkeypox is relatively low. Many domestic enterprises have developed and issued nucleic acid detection kits for monkeypox virus. Including Zhijiang Biology (approval document for CE certified monkeypox virus kit), Shengxiang Biology (promoting overseas registration of monkeypox virus kit), Da'an Gene (there is a reserve of scientific research products related to monkeypox virus, but there is no relevant certified reagent at present), Ruiyi Biology (the launch of monkeypox virus nucleic acid detection kit (fluorescent PCR method), which can specifically detect nucleic acid fragments of monkeypox virus, In order to quickly identify monkeypox virus), Shuoshi Biological (there are stocks of scientific research products related to monkeypox virus, but currently there is no relevant certified reagent)



IVD companies that have some monkeypox detection products

Securities code


Securities abbreviation

Source of product name information

688317 Zhijiang Biological Monkeypox Virus Nucleic Acid Test Kit (Fluorescent PCR) official website

688399 Shuoshi Biological Monkeypox Virus Nucleic Acid Test Kit (Fluorescent PCR) official website

002030 Mutual aid platform for investors of Daan gene monkeypox virus related scientific research product reserve

688289 Shengxiang Biological Monkeypox Virus Nucleic Acid Determination Kit (PCR Fluorescent Probe Method) official website


Note: All the listed companies mentioned are only part of the analysis and research and do not constitute any investment recommendation.


2. Vaccine


In terms of monkeypox prevention, information on the official website of WHO shows that the effect of smallpox vaccination on monkeypox prevention is 85%. FDA approved the second generation vaccinia vaccine ACAM2000 and JYNNEOS vaccine for smallpox and monkeypox prevention, among which JYNNEOS vaccine is the only approved monkeypox vaccine. On May 19, the US health department ordered millions of doses of monkeypox vaccine worth US $119 million from the Danish company Bavarian Nordic (BAVN. O).



At present, there is no relevant vaccine manufacturer in China. Sinopharm Sinopharm Biotech has a smallpox vaccine reserve, and produces a certain amount of "Temple of Heaven Strain" smallpox vaccine as a reserve every year. Vaccine: Tiantan Biology (smallpox vaccine was produced in history)


3. Specific medicine


Monkeypox is a self limited disease (the disease can automatically stop and gradually recover after the occurrence and development of the disease to a certain extent, and can be cured only by symptomatic treatment or no treatment, and relying on autoimmunity). According to the U.S. CDC guidelines, there is no specific treatment method for monkeypox infection. However, smallpox vaccine, as well as cidofovir, Brincidofovir, Tekavir, vaccinia immunoglobulin and other drugs can be combined to control the monkeypox epidemic. The European Union has authorized the use of two drugs, Tecorvir and Imvanex, to prevent monkeypox.


Among A-share listed companies, Albixin, a subsidiary of Uningwei, has a Tecovinimat product marked "only for scientific research and experiment, not for clinical research". In addition, some specifications of cedofovir products produced by Aladdin are in stock. However, the company emphasizes that the scientific research reagents it provides are for scientific research activities, characterized by small batches and multiple specifications. Most of the product specifications are grams and milligrams. They are used for research and development in laboratories of enterprises, colleges and research institutes in various fields with research and development needs, not industrial raw materials.


4、 Our view


Although monkeypox has spread to different groups in different countries in a short time, many confirmed cases have not been to areas with multiple infections. However, as monkeypox virus is a known virus, it is relatively stable, and people over 40 years old have a certain degree of immunity (Note: smallpox vaccine has been gradually stopped from large-scale vaccination since the 1970s and 1980s). It is judged that there will be no such global spread that scares the market as Neocoronavirus. At present, monkeypox has not been introduced into China. We need to be alert, but there is no real threat that will affect the global public health crisis, so there is no need to panic too much.

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