2009-2-6 9
In January this year, there have been domestic Eight cases of human bird flu cases, of which 5 people were killed there. China last year were reported in people infected with highly pathogenic avian influenza cases in 3 patients. Experts believe that in the country, the current epidemic of avian influenza virus variant to further expand the region, higher antibody levels in some poultry has also infected the situation. Watch the situation from abroad, the further spread of bird flu spreading, neighboring countries have been large-scale bird flu outbreak in poultry, human infection with avian influenza will continue to increase the number of cases. Against the grim situation, the Ministry of Agriculture in 2009 developed a highly pathogenic avian influenza and other major animal disease immunization program, will strengthen surveillance, speed up vaccine production to do a good job and so on immunization. Because of avian influenza in the further spread of the global spread of avian flu to the production of vaccines and antiviral drugs related to listed companies a major opportunity for development. The secondary market, in shares, animal husbandry, Kim Group, pulo shares, the Central Pharmaceutical production, such as animal vaccines, anti-influenza drug company stock prices are significantly higher recently.
February 1, the Xinhua News Agency broadcast the "CPC Central Committee and State Council in 2009 to promote the stable development of peasant agriculture continued to increase the number of views." Core elements of a "strong agricultural Huinong", "developing the rural market," the two main aspects, which referred to accelerate large-scale animal husbandry and aquatic products breeding. Experts believe that large-scale breeding will greatly enhance the demand for animal vaccines, animal health contribute to the development of the industry. 2009, animal vaccine industry, the economy will maintain a high degree, and the recent avian flu incident on the vaccine manufacturer's shares constitute a short-term stimulus in the animal husbandry shares JINYU Group companies to develop good long-term worth.
Industry experts point out that China started a higher bio-pharmaceutical industry, a new technological revolution in the industry period, is relatively easy to catch up with the world level. At the policy level, AIDS, SARS, avian flu outbreaks and other crises to speed up the domestic market biopharmaceutical nurtured, national policy has been a marked inclination to the biomedical industry. At the enterprise level, the domestic gene pharmaceuticals, vaccines, blood products, diagnostic reagents four segments industries experiencing technological progress for more than a decade, industry norms and shuffling, the group to understand the market, scientific research, a dynamic private, state-owned bio - the rapidly growing pharmaceutical enterprises, the State is bound to support the industry through these leading enterprises to complete.
At present, the animal avian influenza vaccine can be effective in preventing the spread of avian influenza illness, with a bird flu vaccine are still under research and development. Shanghai and Shenzhen stock markets engaged in animal avian influenza vaccine production the major listed companies have shares in animal husbandry, Kim Group, the Central Pharmaceutical etc., engaged in the production of antiviral drugs are mainly listed companies pulo shares.
In animal husbandry shares: shares in the livestock business is mainly divided into biological products for poultry vaccines, veterinary vaccines and three types of special vaccine is the most wide variety of domestic products, the largest production capacity, quality, excellent stability, the market share of the first backbone enterprises. Is the first approved by the State Ministry of Agriculture, the bird flu vaccine production enterprise, production capacity of more than 13 billion plume (copies), product gross margin of around 60%, which is highly profitable products. At present, formally approved by the Ministry of Agriculture of 9 sentinel poultry influenza vaccine production enterprises, Nanjing Merial and Qianyuan-ho are in animal husbandry biotechnology company shares and holding subsidiaries. Nanjing Merial is the world's largest manufacturer of animal vaccines, biological Qianyuan ho company's products have also achieved export. In 2007, in Good Shepherd shares bird flu vaccine realize operating income 140 million yuan, accounting for the company 17 percent of vaccine revenues, accounting for the company's total income 8%, the first half of 2008, the company vaccines revenue increased by 29% over the same period last year.
The secondary market, in animal husbandry with the market shares of pre-emergence深幅调整, bottomed at the bottom to stabilize after a steady rise, a strong feature of obvious near 3 months share prices have nearly doubled.
Kim Group: Inner Mongolia Jinyu Group biopharmaceuticals plant is a production of Inner Mongolia Autonomous Region, the only animal vaccine products enterprises, annual production capacity of 10 billion plume (copies)禽苗works have been put into production, but also the Ministry of Agriculture designated specialty livestock vaccine production enterprises, poultry Comprehensive study of influenza vaccine and production capacity of UN-leading domestic level. JINYU Group took the lead in the country received bivalent vaccine production symbol will be "O-type - Asia 1 type foot-and-mouth vMDV bivalent inactivated vaccine" as a high-end products, the first to enter the market, the company led the market share of Product further improved. December 2008, the only veterinary vaccine laboratories JINYU group settled in, the laboratory will focus on the establishment and improvement of animal epidemic prevention system, the demand for conventional animal disease and zoonosis prevention, focusing on the new gene technology to speed up vaccine research and development to address the suspension culture, antigen purification and concentration, such as the key technology, strengthen the new incidence of vaccine research. SG Securities analyst pointed out that the new technology will greatly enhance the company's gross margin vaccine, and further growth is expected to enhance performance.
The secondary market, the trend JINYU Group shares similarities with animal husbandry, near 3 months share prices nearly doubled.
Lianhuan Pharmaceutical: Pharmaceutical Lianhuan have bird flu vaccine (H9 Subtype, F strain), Newcastle disease live vaccine edge low toxicity (LaSota strain) vaccine products, such as 6 to obtain USDA approval of veterinary drug production and put into production, One company with Yangzhou University, Yangzhou wick formed Biological Engineering Co., Ltd. (registered capital of 58,400,000 yuan, accounting for 39.38% stake in the company) main production of avian influenza inactivated vaccine, the company declared diad avian infectious bronchitis live vaccine, Newcastle disease inactivated vaccine, plague vaccine production of the three products obtained approval the Ministry of Agriculture and has formally put into production.
In domestic cases of human avian influenza continue to occur under the influence of the factors, the Central Pharmaceutical January 20 heavy trading, rose 8 percent the next day.
Pulo shares: pulo shareholder普洛康Zhejiang Pharmaceutical Co., Ltd. 98.07% margin stake, Zhejiang pulo Chemical Co., Ltd. 86.19% stake in Zhejiang pulo Pharmaceutical Technology Co., Ltd. 95.7% stake in Zhejiang Yu普洛康natural Drug Co., Ltd. 90 percent stake in Shanghai Drug Research Institute Company Limited普洛康margin of 62% stake in Zhejiang Medicine Co., Ltd. pulo 100 percent home equity, Shandong pulo a State Pharmaceutical Co., Ltd. 100% of the equity, forming a a large covered southeast Zhejiang Medicine industrial clusters. Zhejiang普洛康margin is the largest pharmaceutical amantadine and rimantadine manufacturers of raw materials, raw materials annual production capacity of 380 tons, accounting for about 65% of market share, agents reach an annual output of 200 million tablets and rimantadine 10 million bottles of oral rimantadine scale. From China's Ministry of Health recommended for influenza prevention and control of antiviral drugs watch, the company anti-viral drugs rimantadine and amantadine ranked them and included in the Ministry of Health, who released the bird flu clinic program (2005 version). Zhejiang Yu普洛康pharmaceutical production M2 ion channel blocker rimantadine raw materials and tablets (li-an), was classified as a reserve drug prevention and treatment of influenza.
According to the Ministry of Health bird flu clinic program (2008 version), antiviral treatment is one of the main treatment options. At present, the Swiss company Roche antiviral Tamiflu Diosmin is considered against the H5N1 avian influenza virus the most effective drug. And amantadine, rimantadine is also a human avian flu medication clinic program. PrimeCredit securities that, at present, avian influenza prevention and control situation is grim, pulo shares a cause of concern. January 19, pulo shares rose 7 percent, January 20 was closed in the trading board.
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