Recently, as the demand for new crown antigen testing has increased, investors have also paid more attention to related companies in the capital market.
It is understood that there are currently 32 new crown antigen detection products approved in China, involving 14 listed companies.
Under the intensive inquiries of investors, many companies involved in this business spoke out about the progress of their new crown antigen detection business.
In the first three quarters of this year, the performance of some listed companies was boosted by the increase in sales of new crown antigen detection products.
There are also companies that have not yet laid out the domestic market and are accelerating the approval of their products for listing in the country.
32 domestic products approved involving 14 listed companies
The Beijing News Shell Finance searched on the official website of the State Drug Administration and found that there are currently 32 products with medical device registration certificates for the "New Crown Antigen Detection Kit", including three methods of colloidal gold, latex and immune chromatography. According to the statistics, 14 listed companies including Zhijiang Biotech, Yahuilong, Rejing Biotech, Novozyme, and Livzon Group were involved.
Among them, Aotai Bio's new crown antigen detection products accounted for a relatively large proportion of the company's revenue. At its 2021 annual performance briefing, the company's management once stated that in the first quarter of this year, its new crown antigen detection products accounted for 95% of revenue About, the ex-factory price is about 1-2 US dollars, depending on the market and the number of customer orders.
At present, the company's new crown antigen products are receiving orders at home and abroad.
As of the end of the first half of the year, its products under research still include two projects: "New Coronavirus Antigen Saliva Integrated Reagent" and "New Coronavirus Antigen Detection Reagent Improvement". At present, the former has completed project approval and feasibility study, and the latter is in clinical Research and related registration.
The relevant products of Zhijiang Bio and Livzon Group were also approved in China this year, and began to contribute revenue.
On November 14, Livzon Group stated in an investor survey and on-site visit that the company’s new crown antigen detection kit (latex method) has been approved for listing in April this year. Development contributes new increments. Judging from the first three quarters, the antigen detection kit has achieved certain sales revenue.
On the evening of August 22, Zhijiang Bio announced that the new coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) has obtained the National Class III Medical Device Registration Certificate.
Based on the new crown nucleic acid detection products, the company has added new crown antigen detection reagents.
On November 22, Zhijiang Bio said on the interactive platform that the company's products are currently mainly sold to professional institutions or government departments, and the company is preparing for online direct sales to C-ends in response to the needs of domestic residents.
On the e-interaction platform of the Shanghai Stock Exchange, regarding the purchase channels for investor consultation, Wantai Bio said that the company’s new crown antigen detection kit can be purchased in Jingdong, Taobao, pharmacies and other channels.
If you need to purchase in large quantities, you can directly consult the company.
The Beijing News Shell Finance reporter logged into the relevant online shopping platform and found that a number of approved products in the above picture are currently on sale in the official flagship store of the relevant company, with prices ranging from 2.3 to 3.95 yuan per copy.
A number of listed companies disclosed the production and sales progress of antigen self-test products
On the investor interaction platform, investors pay more attention to listed companies involved in the new crown antigen detection business, and interact frequently with related companies.
On December 2, on the Interactive Easy platform, faced with investors' questions about whether the company has antigen products and sales of related products, Meikang Bio said that the company's domestic antigen detection products are in the clinical trial stage, and the clinical time and approval time of the products with uncertainty.
Dawei shares responded that Anhui Wensheng invested by the company has products related to the detection of new crown antigens, and the current sales are good.
On November 24, Meide Medical replied to investors on the Shanghai e-interaction platform that the company has an automated packaging line for the new crown antigen kit, and has not yet formed an order.
On December 2, Jointown also told investors on the platform that from January 1, 2022 to early December 2022, Jointown’s antigen detection products sales revenue including tax was 1.19 billion yuan. , Dongfang Bio, Huada Gene, Wantai Bio, Lepu Diagnostics, Rejing Bio, Huaketai, and Aotai Bio have established strategic partnerships to sell antigen detection products through all channels to help prevent and control work.
It is understood that the new crown antigen detection products of companies such as Anxu Biology and Jidan Biology have not yet been approved for marketing in China.
Relevant companies are actively applying for approval and planning to deploy in the domestic market.
On November 1, Anxu Biology told investors on e-interaction that the new crown antigen self-test products must first obtain a domestic registration certificate before they can be sold. At present, the company has submitted a registration application to the State Food and Drug Administration and is actively promoting related work.
Beijing News Shell Finance reporter Ding Shuang