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Original title: Zhifei Biotech’s new crown vaccine was included in emergency use, keeping the agency “admission ticket” to raise the rating
Our reporter Wang He, intern Feng Yuyao
On the night of March 17, Zhifei Biological issued an announcement stating that the new recombinant coronavirus vaccine (CHO cell) (hereinafter referred to as the “new recombinant coronavirus vaccine”) developed by its wholly owned subsidiary Zhifei Longkema and the Institute of Microbiology of the Chinese Academy of Sciences have included emergency use.
This is understood to be the fifth new coronavirus vaccine approved for use in China, and it is also the first new coronavirus recombinant subunit protein vaccine approved for clinical use in the world.
“The new recombinant corona vaccine is a technical route that is relatively balanced in terms of effect, safety and cold chain adaptability. The new recombinant corona vaccine from Zhifei Bio is included in emergency use, which also means it can be used on a large scale in the market. In fact, it is no different from the vaccines that are conditionally listed, but the name is different. ” Tao Lina, a physician in charge of the Shanghai Semioda Health Consultation Service Center, told a Securities Daily reporter that in this way, there are already three technologies in China. The route vaccine has been put into use on a large scale, which is the world leader.
The fifth national vaccine new crown
Approved for use
In the context of the new corona pneumonia epidemic, the acceleration of vaccine development and commercialization has become a major problem for domestic and foreign pharmaceutical companies.
Zhifei Biological is one of the first pharmaceutical companies that has been dedicated to the research and development of new vaccines against coronavirus. The new recombinant coronavirus vaccine, developed jointly by its subsidiary Zhifei Longkoma and the Institute of Microbiology of the Chinese Academy of Sciences, is a scientific investigation on the Joint Prevention and Control Mechanism of the State Council in the face of the new pneumonia epidemic. by coronavirus One of the 5 technical routes of the group layout.
From a development process perspective, the vaccine received clinical approval in June 2020, completed phase I and phase II clinical trials in October, and launched in China, Uzbekistan, Pakistan, Ecuador, Indonesia, and many other countries since November, 2020. Phase III clinical trial. On March 1, 2021, the vaccine was approved for use in Uzbekistan and on March 17, the vaccine was included for emergency use in the country.
After almost 10 months, the new recombinant corona vaccine from Zhifei Bio successfully obtained the “entry ticket” on the market.
Prior to this, my country has already approved 4 new corona vaccines, including 3 new inactivated corona vaccines and 1 adenovirus vector vaccine. They are, respectively, 2 inactivated vaccines from Sinopharm Group and 1 inactivated vaccine from Beijing Kexing. An adenovirus vector vaccine jointly developed by the Live Vaccine team, Kang Sino, and academician Chen Wei.
It is worth mentioning that, unlike the first four new corona vaccines approved for commercialization, according to the current experimental design, the new recombinant corona vaccine from Zhifei Bio adopts three vaccination doses, and the interval between each dose is 1 month . Public information shows that the current production capacity of Zhifeilongkoma is 300 million doses, and the 3-injection method is equivalent to vaccinating 100 million people.
“In this case, people will have more options. You can compare the safety and efficacy of vaccines with different technical routes during large-scale use.” Tao Lin told the “Securities Daily” reporter that there are currently three technologies on the market. Route, one is CanSino just one injection of adenovirus vector vaccine, which is more vaccinated for army-related groups; one is two injections of inactivated vaccine, which is also the most common vaccine; the other is all three injections of the new recombinant corona protein vaccine this time.
“Zhifei Biotech’s recombinant protein vaccine uses the ‘0-1-2’ vaccination procedure to give three injections, which is also the regularity of recombinant protein vaccines. For example, the hepatitis B vaccine is also a recombinant protein, which is based on ‘0-1-6’ (i.e. the first dose of hepatitis B vaccine is 0 days, the second dose is given 1 month after the first dose, and the third dose 6 months after the first dose) three injections; Cervical cancer vaccine It is also a recombinant protein. Three injections are given according to the vaccination procedure of ‘0-1-6’ or ‘0-2-6’. From this In perspective, although the cost of three injections is relatively high for medical resources and vaccination organization, the price of the vaccine can be relatively low. ”Taolina further said.
Zhifei Bio has the “admission ticket”
Institutions are optimistic about the future prospects of the company
“The situation of prevention and control of the pneumonia epidemic in the new crown is improving, and vaccines are indispensable in future life.” Shen Meng, CEO of Chanson Capital, told the “Securities Daily” reporter that under this circumstance, the approval of the company is how to get it: the market “entry ticket” will be invested in the “battle” of the epidemic.
From an industry perspective, for Zhifei Bio, the “emergency use” of its new corona vaccine means entering the “national team” sequence, which is a huge advantage.
Zhifei also stated in the announcement that if the new crown vaccine is subsequently used in large-scale acquisitions by the relevant national departments, it will have a certain positive impact on the performance of listed companies.
The performance report released by the company shows that in 2020, Zhifei Bio will achieve an operating income of 15.190 billion yuan, a year-on-year increase of 43.48%; Net profit attributable to shareholders of publicly traded companies is 3.3 billion yuan, a year-over-year increase of 39.47%.
At the same time, in the secondary market, Zhifei Biological also drew attention to the new concept of the crown vaccine, and its share price has risen sharply.
Data shows that since the beginning of last year, Zhifei Biotech’s share price has risen by more than 250%, reaching a maximum of 215.88 yuan per share. At the close of business on March 18, 2021, the latest Zhifei Biotech share price is RMB 175.80 per share, with a total market value of approximately RMB 281.3 billion.
Many brokerage firms expressed optimism about their future prospects, upgrading their ratings one after another.
Guosheng Securities believes that Zhifei Biotech’s new corona vaccine production uses engineered cells (CHO) to produce recombinant proteins, does not require high-grade biosafety laboratory production workshops, and the production process is stable and reliable. It can quickly carry out large-scale industrial production at home and abroad, and has production capacity, packaging, transportation and other advantages. In the context of universal vaccines, national production capacity is enormous and recombinant subunit vaccines have obvious production capacity advantages, which are expected to substantially satisfy national production requirements. At the same time, the new corona vaccine is expected to significantly improve the company’s capacity. performance in 2021.
Wanlian Securities stated that it is optimistic about the overall development of the domestic vaccine industry in the future in a market environment where vaccine technology is iteratively updated and the value of new and large individual varieties is prominent. Some Zhifei Biology products are about to usher in the harvest period under the insistence on innovation.
“Vaccines are products that accompany major infectious diseases. With the continuous mutation and development of various viruses, there will be more and more demand for vaccines, and the vaccine market is highly dependent on research and development capabilities, which they will form an active differentiation of the market, with resources and capacities of investigation and development. The company will have the greater participation of market and income “, concluded Shen Meng.
