The Global New Crown Vaccine Fever Is Heating Up: Five Kinds Of Technology Come Together, And Agencies Invest Heavily.

The world's new crown vaccine research and development competition is becoming more and more intense, and all kinds of gold owners are coming to the top, and the five major vaccine technologies are coming together.

In April 27th, the CEPI was announced to be a wholly owned subsidiary of Sichuan clover bio Pharmaceutical Co., Ltd. (Clover Biopharmaceuticals AUS Pty). Ltd, hereinafter referred to as the clover Australian Corporation, has signed a cooperation agreement. CEPI has provided us $3 million 500 thousand in initial funding to the shamrock Australian Corporation, which is the ninth global joint development of the new crown vaccine. The funding also made CEPI a total investment of 39 million 600 thousand US dollars for the development of the new crown vaccine.

Previously, CEPI has provided initial funding and support to agencies such as CureVac, Inovio, Moderna, Novavax, University of Hong Kong, University of Oxford, University of Queensland and the Pasteur Institute, in order to promote the development of new crown vaccine candidates.

The Alliance for the prevention of epidemics is a new alliance established by the Wellcome Trust foundation and the Bill and Melinda Gates foundation to speed up vaccine research and development to prevent and control epidemics.

Five kinds of vaccines

In January 10th, China released the new gene of the new crown vaccine to the world for the first time.

Vaccines are classified into five categories according to different technologies.

One is the attenuated vaccine, the advantage is vaccination, but it is difficult to develop, and the virus has the possibility of reversion. People with immunodeficiency can not be vaccinated. The vaccines currently being prepared by Xiamen University and University of Hong Kong belong to the attenuated influenza vaccine carrier.

Moreover, the inactivated vaccine has the advantage of mature production technology and easy mass production. Defects are high requirements for R & D, usually need multiple inoculation, and antibody dependent enhancement. At present, China biological, China CDC and Beijing Kexing Technology Co., Ltd. are preparing such vaccines.

The third type is recombinant protein vaccine. The advantage is that the production technology is mature, the production cost is low, and the mass production is easy. The shortage is that adjuvants are usually needed, adjuvants may restrict research and development, and generally need multiple inoculation. There are also a number of agencies and companies overseas.

The fourth category is virus vector vaccine, inoculated with a needle, low production cost, easy to mass production, the disadvantage is that the vaccine effect is uncertain, and needs a lot of experiments to accumulate data. At present, Conchino, Johnson, GeoVax and University of Oxford are all producing vaccines through adenovirus vectors.

The last one is the nucleic acid vaccine (DNA vaccine and mRNA vaccine) that has not been developed successfully. The advantage is that the research and development cycle is short and can be supplied quickly. There is no experience in the successful listing of the relevant vaccine. The DNA vaccine needs special vaccination tools, and the mRNA vaccine needs to be cryopreserved for transportation. Currently, Inovio, Moderna and CureVac are being prepared by this method and Imperial College London, UK.

The Chinese government has supported the development of a new crown vaccine program for five routes, which is now in an orderly manner. Among them, the two inactivated vaccines developed by academician Chen Wei's team, including the adenovirus vaccine, the Wuhan Institute of biological products of China, and the research and development of Beijing Biotechnology Co., Ltd., have entered the two phase.

Insiders told the twenty-first Century economic report that once the virus is changed, the vaccine currently developed may not be effective. In order to understand the evolution and variation of the viral gene, the whole world will share the gene sequence for the first time. As of April 20th, 10956 new crown virus genome sequences were found worldwide, and 4323 genomes were found.

In addition, there are also people in the industry who believe that the epidemic situation in China has been controlled. Whether the number of three stage clinical patients in China (usually tens of thousands to tens of thousands of subjects) is enough is a problem.

After completing many difficult clinical trials, the formal introduction of the vaccine also requires different registration and approval from different countries. The WHO WHO has set a unified standard for the global vaccine registration, and if the enterprise passes the standard, it can be listed all over the world. In addition, vaccine production capacity will continue to be the focus of attention in the next stage. Bill Gate also said in an interview recently that countries should prepare vaccine production facilities ahead of time, and can immediately put into production after the successful development of vaccines, so as to avoid wasting time.

Heavy money in the world

By the evening of seven April 28th, the total number of new crown infections has reached 3 million in the world, and agencies have invested heavily in research and development.

"We have never had so much resources in such a short time," Paul Stofils, chief scientist of Johnson pharmaceutical giant, said in an interview earlier this month.

In addition to the United States, European countries are also actively searching for vaccines.

In April 23rd, the new crown vaccine developed by University of Oxford in England began the human trial. Matt Hancock, the British health secretary, told a news conference that the British government will provide 20 million pounds of support for the project and 22 million 500 thousand pounds to Imperial College London, which is studying another vaccine.

On the day before April 22nd, the German Federal Vaccine Institute also announced that Germany had approved the first human body test of the new crown virus vaccine. It is reported that the vaccine called BNT162 is jointly developed by BioNTech, a German biotechnology company and a Pfizer Inc of the pharmaceutical giant, and 200 healthy people aged between 18 and 55 will receive an injection.

At the end of March, Johnson announced that it would invest $1 billion to speed up vaccine research and increase production, of which $456 million came from the BARDA. As of April 22nd, the US government biomedical research and Development Administration (BARDA) has invested $483 million to expand the vaccine line of medical companies.

In the global search for vaccine heavily invested, the A share market vaccine related concept stocks also ushered in a round of stir fry.

From January 1, 2020 to April 28th, the Wind biological vaccine index rose 35.60%, outperforming the medical biological index and the Shanghai and Shenzhen 300 index, the latter growth rate was 17.23% and -6.04% at the same time. Affected by the epidemic, the biopharmaceutical plate continued to strengthen under the expected performance.

In twenty-first Century, the business reporter reported that the stock index (Wind) of the biological vaccine index (38) has risen by 34 since January 1, 2020 (or the closing price on the first day of the listing), and the stock price has risen by 34. The average growth rate has reached 30%, of which the growth rate of the unknown medicine is 176%, the gene growth rate of Da An is 96.70%, and the growth rate of the flying creature is 69.33%.

As of April 28th, 38 biological vaccine index stocks issued a quarterly report of 25, its operating income and operating profit showed a large difference. The first quarter results of the outstanding performance of Qipi biology increased slightly, and the company realized 2 billion 635 million yuan of main business revenue, an increase of 14.87% over the same period, and a net profit of 516 million yuan attributable to shareholders of listed companies, an increase of 2.85% compared with the same period last year. However, the leading product of the blood products, Hua Lan biological business, achieved 678 million yuan, down 2.62% compared to the same period last year, and the net profit attributable to shareholders of listed companies was 2.47. Billion yuan, down 4.71% compared to the same period.

However, some people in the industry have suggested that there is a certain case of overdraft in the next 2-3 years. Xu Jiaxi, chief analyst of Xingye securities, also pointed out that if the valuation of the vaccine industry is static, it is high indeed. But what we need to pay attention to next is that traditionally, after each outbreak, the coverage rate will increase. In addition, whether a company can successfully develop a new crown vaccine will directly affect the valuation of the relevant enterprises.