Where are the investment opportunities behind nucleic acid testing?

If the genetic material of the virus, nucleic acid, can be found in the human body, it is undoubtedly the conclusive evidence that the person is infected. Since the outbreak of COVID-19 pneumonia, nucleic acid detection kits have replaced traditional medical images and become the final barrier between confirmed patients and suspected patients.
Novel coronavirus is a virus that contains only RNA. The specific RNA sequence in the virus is a marker to distinguish the virus from other pathogens. After the emergence of novel coronavirus, Chinese scientists completed the analysis of the whole genome sequence of novel coronavirus in a very short time, and found the specific nucleic acid sequence in novel coronavirus by comparing with the genome sequence of other species. In the process of clinical laboratory testing, if the specific nucleic acid sequence of novel coronavirus can be detected in the patient sample, then it can be determined that the patient is likely to have been infected with COVID-19.
In fact, specific detection by nucleic acid is relatively fast, convenient and objective. Pharyngeal swab, nasal swab, sputum and bronchial lavage fluid can be sampled and sent to a special testing agency for testing. In the detection process, the nucleic acid sequence is compared by the machine without the subjective judgment of the doctor on the lesions as in traditional medical images, which improves the detection accuracy. The use of nucleic acid reagents has been very extensive, and the suspected cases are basically confirmed by positive nucleic acid detection. It can be said that nucleic acid detection reagent is the most important and the most important "scout" in the current war.
We know from professional channels that the underlying technology for detecting the specific sequence of novel coronavirus is fluorescent quantitative PCR (polymerase chain reaction). In the PCR reaction system, it contains a pair of specific primers and a Taqman probe. When the probe is complete, the fluorescence signal emitted by the reporting group is absorbed by the quenched group; If there is a target sequence in the reaction system, the probe will combine with the template during PCR reaction, and the probe will be digested and degraded by DNA polymerase along the template using the enzyme's exonuclease activity, and the report group will be separated from the quenched group and emit fluorescence. Therefore, whether the PCR system is broad enough (identifying enough target sequences), accurate (digestion and degradation are not interfered), rapid mass production, reliable transportation and other aspects are the key points to reflect whether a detection reagent can be widely used. According to our observation, there are not many manufacturers capable of producing high-quality nucleic acid detection reagents, and the fluorescent PCR detection kit of Wanfu Biotechnology Co., Ltd. just meets the requirements.
The nucleic acid detection kit of Wanfu Biology (300482) is based on the real-time fluorescent PCR platform and combines two technologies, namely, specific light introducer and fluorescent probe, to ensure the specificity and accuracy of detection. Moreover, Wanfu's PCR reagent is provided by means of freeze-drying, which greatly reduces the difficulty of storage and cold chain transportation, and is very suitable for being distributed to the grass-roots level for extensive, accurate and convenient COVID-19 nucleic acid detection. The colleagues of Yuesheng Investment Research Team also learned that Wanfu Bio also provides the industry leading POCT full-automatic multiple nucleic acid detection system (microarray chip method). The system can provide integrated and totally closed multiple detection, integrating nucleic acid extraction, PCR amplification, hybridization and other test functions. It can also be used by laboratories without PCR certification, and it is easy to operate. It can be operated without training and professionals. We believe that this will greatly improve the universality of nucleic acid detection and the efficiency of nucleic acid preparation, and it is expected to get more medical institutions Extensive use of grassroots CDC and laboratories. These products are also expected to penetrate into the grass-roots medical system during the special period of epidemic spread, cultivate user stickiness, and are expected to produce a deep moat.