Recently, the European Union, the United States, the United Kingdom and other countries have placed intensive orders for COVID-19 vaccine research and development giants such as Johnson & Johnson and Astrazeneca, and pre-ordered priority supply rights,these vaccine concept stocks may be worth long-term attention.
The COVID-19 vaccine has become an issue of concern to all countries. After a series of experiments by major vaccine giants, some vaccine products have entered the middle and late stages of clinical trials. If the progress goes well, the COVID-19 vaccine is expected to be put into practice quickly. Johnson & Johnson is expected to produce up to 1 billion doses of COVID-19 vaccine by the end of 2021, a company official said on Monday.
The European Commission announced on Wednesday that it has completed exploratory negotiations to pre-order 200 million doses of the vaccine under development from Johnson & Johnson. The agreement also includes the eu’s right to pre-order another 200 million doses of the vaccine from Johnson & Johnson. In addition, the EU signed a purchase agreement with Pharmaceutical company Astra Zeneca for at least 300 million doses of COVID-19 vaccine, with an option to buy another 100 million. The European Union announced in July that it had completed preliminary talks with France’s Sanofi group to buy 300 million doses of the coronavirus vaccine that sanofi and Britain’s GlaxoSmithKline are jointly developing. The EU said it was also negotiating deals to pre-order vaccines with US-BASED pharmaceutical firm Pfizer, US-BASED Modna and German vaccine company Cure.
The UK government has signed two more COVID-19 vaccine supply deals with US companies Johnson & Johnson and Novavax pharmaceuticals, the head of the government’s vaccine task force said. Britain has ordered 30 million doses of the vaccine from Johnson & Johnson and has reached a preliminary agreement with the company for the possible purchase of another 22 million, as well as 60 million doses from Novavax. Britain bought 60 million doses of the coronavirus vaccine developed by Sanofi of France and GlaxoSmithKline of Britain. Britain, which has a population of more than 66 million, has agreed to buy 362 million doses of the vaccine, Reuters reported.
The United States certainly acted earlier. Last week, Johnson & Johnson agreed to provide 100 million doses of an experimental vaccine to the United States for more than $1 billion. In May, the United States paid Astrazeneca $1 billion for 300 million doses of the vaccine available.
Russia, which has been hit hard by the outbreak, is apparently also concerned about a possible shortage of COVID-19 vaccine. Russia’s first coronavirus vaccine has been added to the drug list and its distribution will be regulated by the state, which will help avoid shortages, the Russian government said on its website on Monday.
China, America and Russia are the first echelon of COVID-19 vaccine development
At present, hundreds of scientific research teams around the world are speeding up the research and development of COVID-19 vaccine along different technical routes. Outside the West, only China and Russia have some technical challenges. China, America, and Russia have also become the de facto first echelon of COVID-19 vaccine research and development.
At present, the research and development of COVID-19 vaccine mainly includes inactivated virus vaccine, genetic engineering recombinant vaccine, viral vector vaccine and nucleic acid vaccine (plasmid DNA, mRNA, etc.). According to the latest data released who and the domestic, so far, seven global vaccine into Ⅲ period clinical, paragraph four of them are from China (Kang Xinuo biological, firm sinovac, born in the group of Beijing and wuhan), paragraph 1, from the United States, 1 from the UK, and 1 by the German company BioNTech and Pfizer cooperative research and development in the United States.
Johnson & Johnson released a study showing that its COVID-19 vaccine produced a strong antibody response in primates and offered protection with a single injection. In April, GlaxoSmithKline and Sanofi, two of the big four vaccine companies, decided to join forces to develop a coronavirus vaccine. Glaxosmithkline’s vaccine candidate, which uses technology used by Sanofi to make a flu vaccine as well as GlaxoSmithKline’s own adjuvant technology, will be manufactured in European countries including France, Belgium, Germany and Italy, the company said.
Russian President Vladimir Putin said on Monday that his daughter participated in the trial as he announced that Russia had registered a COVID-19 vaccine ahead of other countries. The COVID-19 vaccine, named satellite V, is one of the few vaccine products to skip phase iii clinical trials and be approved directly.
These vaccine stocks deserve long-term attention
The global stock market is in a frenzy for COVID-19 vaccine stocks, and investors are flocking to ipos. Shares in Cure, a German vaccine company, tripled on their first day of trading in New York on August 14th, raising more than $200m in an IPO on nasdaq as glaxoSmithKline, the German government and others scrambled for a stake that valued the company at more than $8bn.
On August 13, consino, A vaccine stock, was officially listed on the science and technology Innovation Board outside the Hong Kong stock market, becoming the first A+H vaccine stock. At 209.71 yuan per share, Consino became the second highest-priced stock on the science and Technology Innovation Board. On the first day of trading, it rose 124.12% at the opening and 87.45% at the closing, with its market value once exceeding 100 billion yuan. The next day, however, the share price plunged by more than 11%, wiping nearly $5 billion off its market value.
The reason is due to the influence of financial data. The stock market has risen greatly and Consino has suffered net profit loss for three consecutive years. In the first half of 2020, Consino expects to achieve net profit attributable to shareholders of the parent company of about -122 million yuan to -92 million yuan, an increase of loss of about 32.02% to 75.06%; Net profit attributable to shareholders of the parent company after deducting non-recurrent gains and losses is about -141 million to -111 million yuan, an increase of loss of about 51.54%-92.49% year on year.
Under the catalysis of the huge market space of COVID-19 vaccine, the bio-vaccine plate rose by 106%, the highest since the Spring Festival. The recent correction was large, and the decline was more than 10% since August. In addition to huge gains in profit – taking, not strong performance is also a potential concern for investors.
Among the listed companies that have disclosed first-half performance or performance forecast, in addition to The rapid growth of net profit of Kanghua Biotechnology, Guan Hao Biotechnology, Changchun High-tech, Watson Biotechnology, Weiming Pharmaceutical, Consino, etc., suffered a sharp decline in performance.
Watson biological on August 14 evening released half-year results report said that the first half of 2020 attributable to listed company shareholders net profit of 61 million yuan, down 27.6% year on year, basic earnings per share 0.04 yuan, down 27.54% year on year. It is worth noting that according to the shareholding reduction announcement, liu Junhui, the major shareholder of the company, and Huang Jing, the person acting in concert, reduced their holdings 24 times in total from April 9 to June 23, and reduced their shares by more than 10.28 million shares. And Liu Junhui large reduction at the same time, but also buy vaccine shares kangtai biological. In response, the Shenzhen Stock Exchange issued a letter of concern, asking whether the competition commitment was violated.
With a total global demand of around 10 billion doses, which is already more than the annual production of any year in history, COVID-19 will transform the global vaccine industry. It is predicted that the domestic market space of COVID-19 vaccine will be 33.6 billion to 67.2 billion yuan, and the corresponding profit space will be 16.8 billion to 33.6 billion yuan based on the net interest rate of 50%. For the export market, the market space is 12.5-18.7 billion yuan, and the corresponding profit space is 5-7.5 billion yuan based on the net interest rate of 40%. The profit space of the domestic and foreign markets is 21.8 billion-41.1 billion yuan.
Vaccine plate early rise is huge, with the correction, the early accumulation of selling pressure is expected to gradually ease, the vaccine plate is worth long-term attention.