“Pharmaceutical companies · bio shares are expected to be successful in clinical trials of vaccines and corona treatments next year” -Yuanta Securities

[한국금융신문 홍승빈 기자] The impact of the new coronavirus infection (Corona 19) on the pharmaceutical and biological industry is expected to continue next year.

On the 11th, a Yuanta Securities researcher, Mi-Hwa Seo, said that if a drug that demonstrates efficacy in clinical trials and is approved by the Food and Drug Administration (FDA) is released next year, the profitability of companies development, sales and production on consignment (CMO) will be greatly improved. Expected.

However, he cautioned that the success of the treatment and the vaccine is still too early to conclude.

This year’s domestic sales of traditional pharmaceutical companies showed a recovery trend from the third quarter. It is explained that the effect of the decrease in the confirmation trend of the domestic crown 19 has been sufficiently reflected.

Researcher Seo said, “However, the Corona 19 problem is not over yet” and said, “Due to the increase in the number of confirmed patients, a decrease in the number of visitors to the hospital and a decrease in prescription drug sales. “

He said: “However, if the trend in the number of confirmed cases decreases, it can be sufficiently recovered. In particular, in the case of traditional domestic pharmaceutical companies, domestic sales of prescription drugs are mostly made, so there was no impact of the increase in the number of confirmed corona19 patients in the world. “

Corona 19 is expected to have an effect on the pharmaceutical and biological industry next year.

Researcher Seo said: “After the Corona 19 outbreak, interest in the healthcare industry has increased. In fact, the demand for flu vaccine, pneumococcal vaccine and immune-enhancing functional health foods is increasing. with awareness of the risk of Corona 19 “. .

He added: “The demand for CMO is increasing due to the development of the drug COVID-19 treatment and vaccine,” he said. “The diagnostic kit, which was in explosive demand at the same time as the Corona 19 outbreak, will be released as an upgraded version.”

He also said: “There is also a need for diagnosis before the administration of future treatments or vaccines.” “The demand for diagnostic kits will increase at the moment.” Among vaccines and treatments, drugs are available that have been shown to be effective in clinical trials and are approved by the FDA. The multifaceted development, sales and profits of CMO companies are expected to improve significantly. “

Additionally, Samsung Biologics, Yuhan Corporation, and Hanall Biopharma were selected as the best players in the healthcare industry.

Researcher Seo said: “Samsung Biologics has sufficiently demonstrated the competitiveness of CMO.”

He also said, “Yoohan Corporation has had very smooth clinical progress with lasertinib, and the core business appears to have improved as well.” Results of phase 2 clinical trials for anemia and thyroid eye disease are awaited. “

Reporter Seungbin Hong [email protected]