Rock 155%!Monkey acne "worry" surge, the White House broke out!Is there a variety of communication mechanisms?How much impact is the first case in Japan's prevention and control and upgrading?

Author:Broker China Time:2022.07.26

WHO sounds alert, and the market is instantly restless.

After the WHO issued the highest -level alarm on the epidemic of monkey acne, many countries have successively upgraded their response policies. Among them, the White House is considering whether the monkey acne was announced as a public health emergency; Japan issued a risk of level 1 infectious diseases on July 25, and Japan discovered the country's first case of acne in the country that day; the Chinese customs The General Administration also issued the "Announcement on Preventing Monkey Acne Epidemium into my country" on July 25. Wu Zunyou, chief expert of the Popular disease of the China Centers for Disease Control and Prevention on the day, said that the epidemic of monkey acne will not cause large -scale epidemic in my country.

Faced with this wave of pox epidemic, the capital market was also restless. The concept of US stocks has risen sharply, Tonix Pharmaceutical Holdings surged more than 45%a day, SIGA technology also skyrocketed by more than 29%, and the maximum increase in Chimerix's market exceeded 24%; Returning, from May 1st, its cumulative increase in its stock price has increased by more than 155%. In addition, on July 25, the concept of A -share monkey acne concept stocks also strongly strengthened, and the Wind Monkey Index rose by more than 5%.

At present, the way of spreading monkey acne virus is one of the focus of the attention of all parties. On July 24, local time, Dr. Anni Rimin, a professor of epidemiology at the University of California, warned that monkey acne virus has a "multiple communication mechanism" and can be transmitted in a variety of different ways. Dr. Limin has studied monkey acne virus for 20 years in Africa, so this warning has aroused market attention.

Global tension

A official announcement of the WHO (WHO) caused global tension.

On July 23, local time, the Director -General of the WHO Tan Dezai announced that the multi -country monkey acne epidemic constitutes "international concerns of emergencies." This is the highest -level alert issued by WHO. Since 2022, there have been more than 16,000 cases of diaphragm diagnosis in 75 countries and regions around the world, and there are 5 deaths of deaths.

The WHO assesss that the epidemic of the monkey acne is in the region outside Europe, and the risk in Europe is a high risk.

After this alarm was released, many countries successively upgraded the prevention and control policy of monkey acne epidemic. The first is the White House in the United States. On July 24, local time, the White House's new crown epidemic responded to coordinator Ashsh Jaha said that the US Department of Health and the Public Service Department is considering that if the current management strategy cannot control the virus, whether the monkey acne is announced as the announcement of the monkey acne as the Public hygiene emergency.

Once, it is announced that the epidemic of the monkey acne is an emergency of public health, the US health department can mobilize federal financial assistance to cope with the epidemic.

Jeha expressed his appreciation for the promotion of monkey acne to the highest -level alert. He believes that in many, many places in the world, the epidemic of monkey acne has been out of control.

According to the latest data from the US Centers for Disease Control and Prevention, the number of confirmed cases of acne in the United States is rising sharply. Within July 11th to 16th, the case of diagnosis or suspected monkey acne has increased by more than 100%. As of July 22, in the United States, the United States There are 2,891 diagnostic cases of acne. Except for Alaska, Montana, Wyoming, Mississippi, Vermont, Maine, the other 44 states and the capital Washington have found confirmed cases.

In addition, Japan has also upgraded the risk level. On July 25, the Ministry of Foreign Affairs of Japan issued a tip of level 1 infectious diseases on overseas travel, reminding the public to pay attention to the risk of infection when going overseas, and the scope of application covers the world. This level is the lowest level among the 4 prompts.

It is worthwhile that Japan found the first case of the country's acne in the country that day, and the infected person was diagnosed in Tokyo, Japan.

In addition, the General Administration of Customs of the China also issued the "Announcement on Preventing Monkey Acne Epidemic in my country" on July 25, which is clear that people from the state of acne epidemic, such as contact with the case of monkey acne, may have fever, headache headache, headache , Symptoms of muscle soreness, back pain, lymphatic sulding, facial and physical rash, etc. When entering the country, they should actively declare to the customs. Customs health and quarantine personnel will take medical measures in accordance with the prescribed procedures and conduct sampling testing.

On July 25, Wu Zunyou, chief expert of the Popular disease of the China Centers for Disease Control and Prevention, posted that from the perspective of the people and communication methods that the monkeys spread in European and American countries, the transmotes were introduced to mainland China, Hong Kong, China, and Macau, China, but it was just the only, but it was just the only one. Time problem. Due to the limitation of communication methods, the speed of communication and the scope of the population is far from being popular in the new crown. In other words, the epidemic of monkey acne will not cause large -scale popularity in my country.

One warning

At present, the way of spreading monkey acne virus is one of the focus of the attention of all parties.

On July 24, local time, Dr. Anni Rimin, a professor of epidemiological professor of Public Health School of Public Health, University of California, Dr. Anne Rimin, warned that monkey acne virus has a "multiple communication mechanism."

Dr. Limin said in the live broadcast room of Fox News that what he knows now is that this virus is rapidly spreading through interpersonal spreads, and this virus can be transmitted in a variety of different ways. It can be transmitted through pollutants, including sheets, clothes and towels that may carry infected viruses.

It further explained that the current virus is mainly spread through contact between people, but the lesion may come from the patient's sheets, clothes, etc., and others will be infected after contact.

It should be pointed out that Dr. Limin has studied monkey acne virus for 20 years in the Democratic Republic of the Congo, of which the spread mechanism is one of the focus of its research. As a result, her warning instantly attracted market attention. The WHO data also shows that although most of the cases of monkey acne are male performers, they also include a few children who do not have known epidemiology with cases. In addition, the number of cases in West Africa and China Africa, which had occurred in the past, also increased significantly, most of them women and children.

Recently, the US Centers for Disease Control and Prevention has announced that US health officials have confirmed that two children infected with monkey acne virus, which is likely to be caused by the spread among family members.

It is worthwhile that monkey acne virus is also detected in wastewater in many places in the United States. According to the website of the Massachusetts Institute of Technology's Technical Review on the 23rd, monkey acne virus has been detected in wastewater in many places in California.

American infectious disease experts are concerned that monkey acne virus is accelerating the spread in the United States, and it does not even rule out the possibility of clustering community agglomeration, and the transmission mechanism may change. This also aroused concerns about the spread of monkey acne virus.

Market restlessness

Faced with this wave of pox epidemic, the capital market was also restless.

On July 25, after the opening of A shares, the concept of monkey acne concept stocks strongly strengthened. As of the closing of the day, the Wind Monkey Index rose by more than 5%. Among them, Hua Ren Pharmaceutical and Bohui Innovation both harvested the 20cm daily limit board. More than 9%.

On the evening of the 25th, Zhijiang Bio issued risk reminders that no monkey acne epidemic occurred in China, and domestic market demand was large uncertain. In addition to the company's Monkey's acne products obtained the EU CE certification, there are also other companies' acne products to obtain the supply market. Even if the market demand has increased in the future, the company may face market competition risks of similar products.

In addition, after the opening overnight, the concept stock of monkey acne also rose sharply. As of the close of the day, Tonix Pharmaceutical Holdings surged more than 45%a day. 5%.

In fact, the biggest "winner" of this wave of acne epidemic is Perhaps the Bavarian Nordic company headquartered in Denmark.

On July 25, local time, Bavarian Nordic announced on the official website that the European Commission has expanded the scope of listing licenses of the company's small ceiling vaccine, and approved it to cope with the epidemic of monkey acne.

Earlier, the United States and Canada all approved the small ceiling vaccine of the Bavarian Nordic company, and the purchase volume was very large. In June this year, the United States has purchased 500,000 doses from Bavaria Nordic, and 2.5 million doses of orders were added in early July.

The strong demand for vaccines has been boosted, and the stock price of Bavarian Nordic companies has soared all the way. From May 1st, the cumulative increase in its stock price has increased by more than 155%.

According to reports, the third -generation vaccine developed by the Bavarian Nordic Corporation is called Imvanex in Europe (in the United States for Jynneos and IMVAMUNE in Canada). The genus of the virus acne, and the ceiling vaccine can also protect people from the invasion of monkey acne.

American White House officials said that the current U.S. government's goal is to rely on increasing testing and vaccination to eventually eliminate monkey acne. The United States can conduct up to 80,000 monkey acne infections every week, and has distributed more than 300,000 vaccines.

Therefore, the market expects that with the continuous spread of monkey acne epidemic in Europe and the United States, the volume of vaccines in Bavaria Nordic will increase further.

Responsible editor: tactics

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