At present, there are more than 2 listed companies involved in vaccine research and development in COVID-19. Obviously, it is impossible to lay out all of them. So, which biological vaccine companies are worth * *?
On August 13th, Kangxinuo Bio (688185.SH), a vaccine company known as "the first vaccine in COVID-19" in China, landed in science and technology innovation board. The issue price was 29.71 yuan/share, which rose 124.1% at the opening, and the share price was reported to 47 yuan. According to the issue price and opening price, one of the shareholders (5 shares) may earn 13, RMB. Subsequently, the increase narrowed, and as of the close of the morning, the increase was 83.78% and the stock price was 385.4 yuan. Kang Hua Bio, a vaccine stock listed in science and technology innovation board on June 16th, has been trading daily for 2 consecutive days after listing, winning a bid or earning 27, yuan, which is considered as the most profitable new share this year.
The share price of Kangxinuo Bio soared, which also benefited from its cooperation with the team of Academician Chen Wei of the Academy of Military Sciences. In March 22, the two sides started the clinical trial of COVID-19 vaccine, and this COVID-19 vaccine research and development portfolio currently belongs to the first echelon in this field in China.
the recommended focus of securities a is * * companies with leading R&D strength and strong commercial production capacity: Hualan Bio, Kangtai Bio, Zhifei Bio, watson biological, Fosun Pharma, etc.
Securities B suggests * * domestic listed vaccine companies, focusing on * * companies with strong R&D strength, advanced vaccine R&D progress in COVID-19 and good distribution of heavy vaccine products, such as Kangxinuo, watson biological and Kangtai Bio.
Securities C believes that the rigid demand of the pharmaceutical industry has brought definite growth, and it still maintains the long-term optimistic view of the industry:
(1) Domestic innovation has entered the harvest period, and the results are constantly emerging. It is recommended to * * develop leading enterprises such as Hengrui Pharma with strong R&D strength;
(2) Vaccine and growth hormone have recovered quickly after the epidemic, and it is recommended to * * high-quality enterprises such as Zhifei Bio and anke biotechnology;
(3) The valuation is at a low level, and the related stocks, such as tonghua dongbao, are doing well.
The epidemic situation has seriously affected the major overseas API producing countries. The global supply and demand of APIs may be tight, which will lead to an increase in the price of APIs, and the status of APIs industry and China APIs industry will be greatly improved. It is suggested to continue to * * feature APIs and CDMO industries and related high-quality listed companies such as Huahai Pharmaceutical and Puluo Pharmaceutical.
The global epidemic situation continues, and the Beijing epidemic situation has rebounded. With the normalization of testing in COVID-19, the market demand will continue to grow. It is recommended that * * relevant high-quality reagent production and third-party testing enterprises, such as mike biological, Daan Gene, Jinyu Medicine, etc.
Since the beginning of this year, there have been many bull stocks in the pharmaceutical industry in the A-share market, with the cumulative increase of the pharmaceutical index exceeding 3%, and the share prices of nearly 3 stocks have doubled. From the perspective of the benefits of the new crown vaccine, there are not many pure concept stocks of A shares. Sinopharm and Tiantan Bio in the A-share market are considered as the beneficiaries of vaccine development of Sinopharm Group, among which Tiantan Bio was expected by brokers as early as ten years ago to become the integration platform of biological assets of Sinopharm Group.
In addition, Tibet Pharmaceutical Co., Ltd. cooperated with Sri Lanka Microorganism in the research and development project of mRNA vaccine. According to the research and development progress of COVID-19 vaccine, tuberculosis vaccine and influenza vaccine, the global exclusive authorized company invested 351 million yuan in Sri Lanka Microorganism in stages.
Saisheng Pharmaceutical also has COVID-19 vaccine concept stocks. According to the company's interaction, the R&D team of Beijing Kangle Guardian Biotechnology Co., Ltd. invested by the company's M&A fund is developing a COVID-19 recombinant protein presenting polypeptide vaccine to prevent novel coronavirus.
The general leader of vaccine concept in COVID-19 is the unnamed medicine. The share price of Weiming Pharmaceutical soared due to its participation in Beijing Kexing Company, a well-known domestic vaccine research and development enterprise. The company also repeatedly stated on the interactive platform of Shenzhen Stock Exchange that "Beijing Kexing, a shareholding company, is developing COVID-19 vaccine".