5 new crown antigen self-test products were approved for listing, reporters investigated multiple e-commerce platforms and brick-and-mortar pharmacies
On March 12, the State Food and Drug Administration issued a notice to approve the changes in the self-testing application of new crown antigen products of Nanjing Novizan, Beijing Jinwofu, Shenzhen Huada Yinyuan, Guangzhou Wanfu Bio, and Beijing Huaketai Bio. Five new coronavirus antigen self-test products were officially launched; on March 11, the National Health Commission issued the "New Coronavirus Antigen Detection Application Plan (Trial)", and decided to add antigen detection as a supplement to nucleic acid detection.
Last weekend just past, channel dealers were very busy - offline pharmacies called from house to house to "stock up", and online platforms have launched self-testing products for COVID-19 antigens, but they are still "pre-sale".
At the same time, the reporter noticed that among the 5 companies whose products have been approved, Novozymes and Wanfu Biological are both listed companies.
The industry believes that under the premise that the market size can be expected, listed companies may use self-test kits to boost their performance.
Text, Photos/All Media Reporter of Guangzhou Daily Tu Duanyu Wenjing Wang Chuhan
reporter visit
Online: Mostly for pre-sale reservation status, there is a channel price of about 30 yuan / 1 person
At noon on March 13, Meituan said that it has launched a self-testing product for the new crown antigen.
Afterwards, the reporter logged into the Meituan Buying Drug Channel of the Meituan Food Delivery App and searched for "New Crown Antigen Self-Test". The results showed that the shipper was the flagship store of Jinsheng Pharmacy, and the place of shipment was Nanchang, Jiangxi.
The product introduction page shows that it is a pre-sale item and is expected to be shipped on March 20.
In the afternoon of the same day, the reporter noticed in the "New Crown Self-Test" section of the Meituan Buying Drug Channel that a total of two merchants' new crown antigen self-test products were launched.
In addition to the above-mentioned Jinsheng Pharmacy flagship store, there is also a Yixinda Pharmacy.
The latter page also shows presale.
It is understood that the new crown antigen self-test products pre-sold by Jinsheng Pharmacy are from Beijing Jinwofu Bioengineering Technology Co., Ltd.; the products pre-sold by Yixinda Pharmacy are products of Guangzhou Wanfu Biotechnology Co., Ltd.
The page shows that the "New Crown Antigen Self-Test Box for 1 person" of Beijing Jinwofu Biotechnology is priced at 32.8 yuan per box.
Including the discounts for new customers in the store, the reporter finally bought it at 30.8 yuan per box.
The reporter further asked whether the goods had arrived at the store. The customer service of Jinsheng Pharmacy said that they have only received a notice that the goods can be shipped on March 20.
As for how to use it, the customer service said that the specific information will be updated in the product link.
Another pre-sale of Guangzhou Wanfu Bio's new crown antigen self-test kit is for 20 people, and the price is 198 yuan/box.
The pharmacy customer service said that it can be shipped on March 16.
As for the relevant reports of the product and specific instructions for use, the customer service said, "specifically, you can view the page."
On the 13th, platforms such as JD.com and Taobao also launched the "New Crown Antigen Self-Test" section page one after another.
Tmall Health said that the first batch of new crown antigen self-test products are expected to be officially opened for online sales in the near future.
Tmall Health said that after the official launch, users can also purchase new crown antigen self-test products through the wondfo flagship store, Ali Health Pharmacy, Dashenlin Pharmacy flagship store, Juhuasuan and other channels.
At the time of the deadline on the evening of the 13th, the reporter logged on to the "New Crown Antigen Self-Test" special page of the Jingdong App and found that there was only an introduction to the Jinwofu new crown antigen self-test product.
On the Pinduoduo platform, the reporter entered the search for "New Crown Antigen Self-Test Box", and the page showed that there were products from Jinwofu, which were priced from 31 yuan, which were also pre-sale products.
The reporter learned from Yifeng Pharmacy that on the 13th, it released the information that the first batch of resident self-testing new crown kits will be released soon, and it will sell the new crown antigen self-testing product - the new coronavirus antigen detection kit (colloidal gold method) for the first time.
It is understood that Yifeng Pharmacy has been actively deploying the supply of goods, and the first supply of goods is already being delivered.
Offline: All five pharmacies have been stocked and launched in batches by region
"It's definitely on the shelves! It's just that the timing is uncertain!" Zheng Haotao, general manager of Jinkang Pharmacy, told the Guangzhou Daily all media reporters that the pharmacy's urgent mentality is exactly the same as that of many consumers.
Last weekend, many pharmacies in Guangzhou entered a state of "stocking".
"There have been customers who have inquired about the new crown self-testing products. We are looking for products. Some manufacturers have products that are already on the market, but they have not yet started production or their production capacity cannot meet the market demand, so we also ask the five houses one by one." Zheng Haotao Express.
During an interview with a pharmacy in Baiyun District, Guangzhou, the reporter found that several customers have already asked whether there are self-testing products on sale.
"We haven't received a notice yet when it will start selling, but we have already fed back customer needs to the company, and I believe that it will be available for sale." A store clerk told reporters that the current epidemic prevention and control situation is relatively severe, and self-testing products Very convenient, should be very popular.
"I don't know if it will be the same as when everyone actively snapped up masks and disinfectants when the epidemic broke out, and the products were sold out as soon as they hit the shelves," she said.
On March 13, Zhang Yong, vice president of Yixintang, a listed pharmacy chain company, said that Yixintang began to stockpile antigen detection reagents urgently. At present, it has communicated with the 5 approved companies and reached cooperation intentions with most manufacturers. It is expected that in the near future Will be available in stores.
The relevant person in charge of the common people revealed that at present, the common people pharmacy has reached a cooperation with Guangzhou Wanfu Biological, and the first batch of new crown antigen rapid test products have been in the process of logistics and transportation, and the first batch of products will soon be in Shanghai, Hunan, Jiangsu, etc. Large pharmacy store sale.
Industry survey
Two of the five companies approved are listed
Among the 5 companies approved for the new crown antigen self-test product this time, Novozymes and Wanfu Biological are both listed companies.
According to the 2021 annual performance bulletin released by Novizan, during the reporting period, the company achieved an operating income of 1.864 billion yuan, an increase of 19.13% over the same period of the previous year; the net profit attributable to the owners of the parent company was 678 million yuan, a year-on-year increase. A decrease of 17.43% over the same period; the net profit attributable to owners of the parent company after deducting non-recurring gains and losses was 644 million yuan, a decrease of 20.90% over the same period of the previous year.
Novozymes mentioned in the main reasons for the changes in operating performance that the sales revenue (excluding the new crown business) during the reporting period was about 718 million yuan, an increase of about 92% compared to the same period in 2020.
At the same time, during the reporting period, the company's new crown-related business (including diagnostic raw materials and terminal testing reagents) sales revenue of about 1.146 billion yuan, a decrease of about 3% compared to the same period in 2020.
Guangzhou Wanfu Bio is expected to disclose its 2021 annual report on April 25. Judging from its currently disclosed performance report for the first three quarters of 2021, during the reporting period, its revenue and net profit attributable to the parent have achieved double-digit growth. Year-on-year growth, but compared with the year-on-year growth rate in the first three quarters of previous years, there has been a decline.
Specifically, in the first three quarters of 2021, Wanfu Bio achieved operating income of 2.507 billion yuan, a year-on-year increase of 15.37%; net profit attributable to shareholders of listed companies was 627 million yuan, a year-on-year increase of 10.83%.
Net profit deducted from non-profits showed a year-on-year negative growth. In the first three quarters, non-net profit deducted from non-profits was 554 million yuan, down 0.33% year-on-year.
In the 2021 semi-annual report of Wanfu Biological, it was mentioned that during the reporting period, the company achieved an endogenous conventional business sales revenue of about 1.069 billion yuan, a substantial increase of 74.63% year-on-year.
Among them, the company achieved a sales revenue of about 661 million yuan for new crown detection reagents, a year-on-year decrease of 21.45%.
Wanfu Bio mentioned in the report that home self-diagnosis represented by antigen detection has refreshed the traditional diagnosis concept and improved the efficiency of hierarchical diagnosis and treatment.
Some industry views believe that listed companies are expected to use such products to boost their performance, but they also have to face fierce competition.
Zhongtai Securities stated that the home self-examination of the new crown antigen is suitable for a large-scale general screening and self-examination, which is an effective supplement to nucleic acid detection.
At present, hundreds of domestic in-vitro diagnostic manufacturers have registered and approved the new crown antigen self-test kits overseas, and the market competition in Europe and Malaysia has become increasingly fierce.
With the official release of domestic antigen self-test kits, it is estimated that the domestic new crown antigen self-test kit market is expected to reach 17.7 billion to 26.6 billion yuan in a single month, and the annual market size will reach 212.4 billion to 319.2 billion yuan.