According to WHO data, as of 3: 54 Beijing time 165438+ 10/5, there were 6,365,438 confirmed cases and 6,588,850 deaths in COVID-19. On that day, COVID-19 confirmed cases 1 16274, with 590 deaths.
According to the research report of CITIC Securities, the joint prevention and control mechanism requires strengthening the relevant drug reserves in COVID-19, and small-molecule oral drugs in COVID-19 and related traditional Chinese medicines in COVID-19 will be an important guarantee for the prevention and control of COVID-19 in the future.
According to public information, Afuddin tablets are the first class 1. 1 anti-COVID-19 small molecule oral drugs with completely independent intellectual property rights and global patents in China. Afuddin has the advantages of strong targeting, low oral dosage, good therapeutic effect, small toxic and side effects, wide application range and remarkable effect on COVID-19 mutant. On August 9th, National Health Commission and state administration of traditional chinese medicine issued a notice saying that the drug was included in the novel coronavirus Diagnosis and Treatment Plan (9th Edition).
Zhongtai Securities believes that small molecular oral drugs are still effective for mutant strains and are expected to play a key role. It is worth noting that, as a new nucleoside antiviral drug, afudin has a new mechanism in biological characteristics, which is not only an RdRp inhibitor, but also can protect the thymus gland, thus realizing the whole process management of treating both the symptoms and root causes of COVID-19 infected people. CITIC Securities predicts that the global market for oral COVID-19 drugs will reach billions of dollars.
According to the data of the third quarterly report of Tuoxin Pharmaceutical in 2022, in the first three quarters, the company achieved revenue of 423 million yuan, an increase of 8.88% year-on-year; The net profit returned to the mother was 654.38+009 billion yuan, a year-on-year increase of 66.6.17%. In the third quarter, the company achieved revenue of 654.38+76 billion yuan, a year-on-year increase of 68.83%; The net profit of returning to the mother was 55.4283 million yuan, up 34 1.96% year-on-year, with a strong development momentum.
With the tension of domestic and even global epidemic situation, the demand for small molecular oral drugs is increasing day by day. According to Guan Wei, a holding company of Heavy Drugs, in the face of severe epidemic situation, Heavy Drugs Group, as a central and local emergency medical material reserve unit, has recently completed the first emergency distribution task of domestic COVID-19 oral drug Azvidin. It is reported that Chongyao Group will urgently purchase azithromycin tablets in the near future to ensure epidemic prevention and control in Chongqing, Qinghai, Gansu, Ningxia, Guizhou, Shaanxi and other regions.
Tuoxin Pharmaceutical Co., Ltd. recently said on the interactive platform that the epidemic situation in COVID-19 is grim at present, and the company should start the production and supply guarantee and epidemic prevention and control plan as soon as possible, and carry out production and business activities in a stable and orderly manner to meet the market demand. The production, storage and sales of Afuddin, a subsidiary of the company, are carried out in an orderly manner, and it is fully capable of continuous supply to meet market demand.
Zhongtai Securities's research report pointed out that in the context of repeated global epidemics and liberalized demand, oral drugs in COVID-19 are expected to become an important means to fight the epidemic because of their efficacy and convenience. Considering the current shortage of global production capacity and the requirements of original research on R&D progress, domestic pharmaceutical manufacturing enterprises are expected to deeply participate in all aspects of the industrial chain through the advantages of process development, scale production and customer relationship accumulated over the years, bringing certain performance flexibility.
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