Lianhua Qingwen Capsule Countdown

Dec 12, 2022

Leave a message

The official list of common drugs used in the home treatment of COVID-19 patients is highly similar to the Hong Kong version of the list of drugs for mild cases, with the addition of more proprietary Chinese medicines.

The National Administration of Traditional Chinese Medicine issued the Guidelines on home-based TCM Intervention for COVID-19 Patients, all of which are proprietary Chinese medicines, of course.

The famous even Hanqing Wen is among them.

Fever is the main symptom for the first three days of Omicron infection. At the beginning of the COVID-19 epidemic in 2020, Zhong presided over a clinical study of Lianhua Qingwen COVID-19, which enrolled 284 patients. The main data of the study was that compared with the conventional treatment group, Lianhua Qingwen increased the disappearance rate of clinical symptoms (fever, fatigue, cough) (91.5% vs. 82.4%), the recovery rate of CT (83.8% vs. 64.1%) and the clinical cure rate (78.9% vs. 66.2%). No significant advantage was achieved in the rate of severe illness and virus detection.

With no double-blind, placebo-controlled design and a small clinical scale, Lianhua Qingwen has been ridiculed.

Can you break the fever? Schrodinger's cat.

When you have a fever, do you hand yourself over to Schrodinger's cat, or paracetamol (acetaminophen) or ibuprofen?

It is too late to debate the usefulness of even flower Qing Wen has become an economic phenomenon.

First of all, Yiling Pharmaceutical has successfully made Lianhua Qingwen the most recognizable cold medicine with the lowest information search cost. Since the Omicronon variant causes symptoms similar to a cold, the first choice for the public to stock up on medicine is Lianhua Qingwen.

Secondly, even flower Qing blast has formed an industrial chain. Shares of Yiling Pharmaceutical have risen about 175 percent since the low on Sept. 26, increasing its market value by 55 billion yuan. According to the third quarter report, Yiling Pharmaceutical Technology Co., LTD., which is 100% controlled by Wu Yiling, is the largest shareholder of Yiling Pharmaceutical with a shareholding ratio of 31.53%. His son Wu Xiangjun holds 20.81%, his daughter Wu Rui holds 2.34% and his sister Wu Xizhen holds 0.30%. At Friday's closing price, the Wu family's stake was worth 46.7 billion yuan. The seventh largest shareholder is Jack Ma, who holds 7.2778 million shares and has earned 200 million yuan since the start of the fourth quarter.

Even the big sale of flower Qingwen, driving the younger brother of the pharmaceutical industry in Yiling.

Forsythia, the core ingredient of Lianhua Qingwen, is in short supply, and its price per kilogram has risen from 30 yuan in 2018 to 138 yuan now. Zhendong Pharmaceutical is the main supplier of forsythia, with a base of 800 thousand mu of local medicinal materials cultivation/wild tending base of forsythia, among which 200 thousand mu of forsythia wild tending base is the largest in China. Forsythia is also widely used in two other traditional Chinese medicines, Jinhua Qinggan Granules and Shufeng Jiedu capsules (granules). The company has plans to increase production capacity.

Zhendong Pharmaceutical stock price and Yiling pharmaceutical deep binding, basic advance and retreat.

The second major raw material of Lianhua Qingyuan is honeysuckle. In Pingyi County, Linyi City, Shandong Province, the price of honeysuckle has risen recently, and many large pharmaceutical enterprises are purchasing from local areas. Origin of goods to speed up, basic sold out every day, more than double the turnover than usual. Special grade full inspection green drying 165 yuan/kg, a full inspection sun goods 149 yuan/kg, it is expected that the late market will rise.

Dongbao Biological subsidiary Yiqing Biological main products medicinal hollow capsule, as an important supplier of Yiling Pharmaceutical, mainly to provide Lianhua Qingwen capsule, Tongxinluo capsule series products. In addition, hollow capsules also supply domestic Huoxiang Zhengqi capsules, compound Xilin detoxification capsules, Abidor capsules, Qingkailing capsules.

Huangshan Capsule is one of the main suppliers of Yiling Pharmaceutical, currently hollow capsule production line 24 hours full capacity production.

Shanhe Pharmacy supplies dextrin excipients to help produce Lianhua Qingwen capsules (granules).

Ruikang Medicine covers Chinese herbal medicine planting, trading and wholesale, is the raw material supplier of Lianhua Qingwen.

Fever-reducing chemicals, mainly paracetamol (acetaminophen) and ibuprofen, have been hyped up the supply chain.

Jinshiya Pharmaceutical released a different announcement, the main products of medical manufacturing are "crack" brand compound aminophen alkamine capsules and "small crack" brand children aminophen Huangnamin particles, the main ingredient is acetaminophen. In 2021, the operating revenue of QK and Small QK products reached about 530 million yuan, accounting for 50.23% of the company's total operating revenue.

Acetaminophen suppliers are Fengyuan Pharmaceutical (5,000 tons), ST Sansheng (5,000 tons), Kangle Pharmaceutical (12,000 tons), and Sincerity Pharmaceutical holds 28% shares of Kangle Pharmaceutical.

P-aminophenol is an important organic intermediate for the preparation of p-aminophenol. Its suppliers are Guangxin Stock (18,000 tons) and Erkang Pharmaceutical (about 10,000 tons).

According to Youliao, pharmaceutical intermediates manufacturers and traders in Hebei, Shanxi, Hubei and Jiangsu are basically out of stock.

According to the prospectus of Jiheng Pharmaceutical, after the outbreak of the novel coronavirus in 2020, the unit price of acetaminophen went up from 30,000 yuan per ton to 58,000 yuan per ton globally.

At present, the price of acetaminophen powder varies greatly. Some manufacturers in South China offer prices of 68000-90000 yuan/ton, central China offers prices of 75,000-100000 yuan/ton, and East China offers prices of about 55,000 yuan/ton to 88000 yuan/ton. Compared to the usual, has risen sharply.

Acetaminophen is commonly used in cold medicine, including Gankang, crack, ammonia cahuangmin capsule, Sanjiu cold Ling particles. Acetaminophen has been added to most antipyretic and analgesic Chinese patent medicines on the market, including cold clear tablets, cold Ling capsules (granules), vitamin C Yinqiao tablets, Pugan tablets.

But awareness of ibuprofen is higher on the mainland.

In fact, the market concentration is relatively high. The actual market share of Xinhua Pharmaceutical ibuprofen is close to 40%. The annual output capacity of 2021 is about 8,000 tons. Hendi Pharmaceutical has an annual production capacity of 3,500 tons of ibuprofen and 200 tons of dextromoprofen API, respectively. Currently, the production of ibuprofen is normal, and the production capacity can keep up with the demand, and there is no production expansion plan.

Antipyretic cough fever from Chinese patent medicine to chemical medicine transfer. Proprietary Chinese medicine is limited by the supply of raw materials, and chemical drugs have more advantages in precise curative effect and mass production. But mass production is a double-edged sword, meaning that while boosting sales, it will quickly reach a balance between supply and demand.

The first wave of infection peak is expected to arrive around the Spring Festival, the epidemic prevention plate hype entered the countdown.


Send Inquiry