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The rebound is too fierce! Has the WHO sternly warned that the “second wave” in Europe has really arrived? Vaccine Leader Daily Limit in Seconds, High Growth Vaccine Stocks Only 6 Oversold
Original Zhang Juanjuan
Author: Data Bao ARMADO
The new corona epidemic broke out again in Europe, and newly confirmed cases in the United States recovered again after eight consecutive weeks of recovery.
According to statistics from Johns Hopkins University in the United States, at 2:23 pm on the 22nd Beijing time, the cumulative number of confirmed cases of new coronary pneumonia worldwide has exceeded 31.32 million, with more than 960,000 deaths.
New diagnoses in several countries recovered dramatically in a single day
Statistics show that the European epidemic has shown obvious signs of recovery in the last half month. After a span of several months, France again surpassed 10,000 new cases in a single day on September 12. From September 12-21, the number of newly diagnosed cases on September 10 was close to 95,000; while the number of new cases diagnosed in the UK in the last week More than 3,000 cases; Spain is the country with the earliest rebound in the second wave of epidemics. Since September, more than 230,000 new diagnoses have been added, with an average of tens of thousands of new diagnoses every day. Among them, the number of new diagnoses on September 18 broke a record. More than 14,000 cases. The epidemic situation in India has not changed. Since September, the number of new diagnoses in a single day has continued to exceed 70,000. At this rate, the cumulative number of diagnoses in India is likely to exceed that of the United States and become number one in the world.
Regarding the rebound of the European epidemic, the WHO warned that the European situation of prevention and control of the epidemic is not optimistic. Countries must increase prevention and control efforts and adopt strong isolation measures to control the epidemic, otherwise all previous efforts will be in vain. The World Health Organization believes that the epidemic in Europe is very serious. The number of new diagnoses in many countries has exceeded the peak of the first wave of epidemics in March of this year (Golden Unicorn Analyst). The transmission rate is worrying. Only on September 11, 55 in Europe The country has reported more than 51,000 new cases, surpassing the highest record in April.
Some experts believe that the recent spike in the epidemic is closely related to the relaxation of control measures, the lack of awareness about the prevention of the epidemic by some people, and the large population flow during the summer holidays. Gianfranco Spiteri, a public health expert at the European Centers for Disease Control and Prevention, believes that in many countries, the rebound in the epidemic is caused by young people attending meetings. Albert Osterhaus, a virologist at the University of Veterinary Medicine in Hannover, Germany, said the current increase in cases indicates that the European relaxation of prevention and control measures is too early and too great.
Is the second wave of the epidemic inevitable? Time Vaccine Research and Development Career
The biggest risk for China from the outbreak of the new corona epidemic in Europe is the import risk. Dr. Zhang Wenhong, Director of the Infectious Diseases Department of Huashan Hospital affiliated with Fudan University, at the second “Antai Symphony” forum, rightCommon peopleThe second wave of the epidemic that worries me gives a complete explanation: the second wave has appeared in the United Kingdom; the second wave has been half a month in France; the second wave in Spain has been for more than half a month.
The second wave is inevitable. By the world’s expectations, a one-year plan should be the lower limit. In this case, China will continue to face import risks. She also revealed that China still faces import risk. In the past two days, the country has organized missions to various provinces to inspect the infectious disease prevention and control system, and the imported epidemic must not become a small flame.
Dr. Zhang Wenhong also said that the new corona virus basically only attacks the elderly. When the medical system of the entire society is paralyzed, it attacks the young. For example, 85% of deaths in the United States are people over the age of 55. As of August 23, of the 150,000 deaths from the new coronavirus in the United States, 309 were under the age of 24, which is slightly fewer than severe influenza. In neighboring Mexico, 70% of all deaths under the age of 55 represent 70% of the total, and there is a medical career in Mexico.
Taking public data from Italy as an example, it is clear that the majority of deaths due to the new corona epidemic are people over 70 years of age. Among them, the deaths of men between the ages of 70 and 89 represent more than 50% of the total deaths.
While the new corona epidemic is still spreading, many countries, including China, are “racing against time” to develop a new vaccine against pneumonia. WHO Director General Tan Desai recently said that nearly 200 new corona vaccines worldwide have entered pre-clinical or clinical trials, and 9 vaccines have entered clinical phase III, including the team’s Ad5-nCoV vaccine. Chen Wei.
Held the morning of September 18ZhongguancunAt the forum, Science and Technology Minister Wang Zhigang presented that currently 11 new corona vaccines in China have entered clinical trials, representing 31% of the global total, of which 4 have entered phase III clinical trials. Phase III clinical trials are the key research to determine if the vaccine can be approved for marketing. They will truly verify the safety and efficacy of the vaccine, which requires a sample size of tens of thousands to tens of thousands. It is reported that the phase III clinical trial of the new coronavirus vaccine that has been launched is expected to obtain preliminary data starting in November.
The biological vaccine industry is thriving,Bohui InnovationDaily limit
Affected by the second outbreak of the European epidemic, the medical and biological sector of the A-share market rallied on a large scale today, with the biological vaccine sector leading the rise. Bohui Innovation sealed the daily limit within half an hour of its opening. It is also one of the few daily limit stocks in the GEM today. , The company involves concepts such as molecular diagnostics and blood products. Its subsidiary Hebei Daan Pharmaceutical Co., Ltd. received a registration approval for rabies immunoglobulin issued by the State Food and Drug Administration.Saisheng PharmaceuticalIt was up more than 9% and Weiming Pharmaceutical was up more than 6%.
In fact, the biovaccine sector has experienced sustained increases in the initial stage and has started a long correction path since August. Since August, the biovaccine concept index has fallen 15.56% and more than 65% of the 47 companies in the sector have fallen more than 10%. , Only 6 stocks rose against the trend,Wanfang DevelopmentBohui Innovation’s cumulative increase exceeds 30%. Among them, Wanfang Development revealed its investment in establishing a subsidiary in mid-September. The company signed a joint venture agreement with Biotope and Ningbo Lixin. It plans to jointly invest 50 million yuan to establish a Wanfang Biotope subsidiary, which is mainly engaged in research and development of vaccines. And other fields of biotechnology. Further,Hainan haiyao(Protection of rights),Liaoning Chengda、Junzheng GroupAll have gained varying degrees of promotion.
6 oversold vaccine stock institutions are optimistic
According to statistics from the Securities Times · Databao, in the biological vaccines sector, the drop is more than 20%, and the agency unanimously predicts that the target price will increase by more than 20%. There are only 6 stocks that are expected to increase net profit by more than 15% from 2020 to 2022, includingWatson Bio、Zhifei、Guanhao BioWait.
Since August, Watson Biotech and Zhifei Biotech have fallen more than 30%. Both stocks are more than 20% higher. Among them, Watson Biotech has obtained 74 research institutions since August. In June, he stated on the interactive platform that the company has The new coronavirus mRNA vaccine jointly developed by Biology has received the “Drug Clinical Trial Approval” approved by the National Medical Products Administration. This vaccine is China’s first new mRNA vaccine approved to enter the clinical trial stage. In addition, Guanhao Bio, which has fallen 27.85% since August, has received intensive research from 45 institutions, and the institutions have unanimously forecast that the target price will increase by more than 70%.
In terms of performance unanimously expected by the institutions, Watson Bio and Guanhao Bio are expected to double in 2020.Changchun High TechThe annual net profit growth rate is expected to exceed 50%. In addition, the company recently released a three-quarter report forecast, and the net profit growth rate for the first three quarters is expected to be 75% to 85%. exceptRip BioFurthermore, the net profit growth of the remaining five stocks in 2021 and 2022 is expected to exceed 20%, of which Guanhao Biological is expected to continue to exceed 60%.
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