On October 26, 2022, the city of Shanghai, China officially launched the inhaled recombinant novel coronavirus vaccine (adenovirus type 5 vector) to boost immunization.
According to Concino, the atomized vaccine is based on the intramuscular adenovirus vector novel coronavirus vaccine Kvysa launched in 2021 and innovates the method of administration. The atomized vaccine is atomized into tiny particles with the help of the atomizer, and the inoculation is completed through oral inhalation. The inoculation process does not require acupuncture, and the highly effective immune protection can be obtained between one breath and one inhalation. It’s like an enhanced version of the intramuscular vaccine. Without intramuscular injection, more people can be inoculated with the same dose. In addition, following the natural respiratory tract infection route, the immune response after natural infection can be simulated. The production time of mucosal antibodies is fast, which is stronger for preventing asymptomatic infection of COVID-19.
However, from a technical point of view, the antibody IgA stimulated by mucosal immunity has a relatively fast regression in the body, which is just a simulation of the original virus. Now the novel coronavirus virus mutates rapidly, and its subsequent effectiveness is still unknown.
Since April 1, 2020, Simol International and AIM ImmunoTech, a Us-Based biopharmaceutical company, signed the “Material Transfer and Research Agreement”, there have been unceasing reports of Simol and AIM co-suppressing COVID-19.
However, in fact, while the capital market blindly pursues profits, there are still many doubts about whether Simol’s atomization technology can meet the conditions for carrying out inhalation research on “novel coronavirus vaccine”.
Most intuitively, Symol is specialized in atomization technology (e-cigarette), but its principle is heating and boiling atomization, that is, the ceramic core is used to adsorb the fume oil in the oil tank to the heating film and heat it to boiling to generate atomization steam. Even the latest generation of FEELM AIR is still within this framework.
At present, there are only three medical companies in China, such as Kfu Medical, Dive Medical and Weili Medical. It remains to be seen whether the novel coronavirus vaccine will retain its original efficacy after being heated, so it is doubtful how competitive Simol will be if it is allowed to make related products across the market.
From the specific direction of these expenditures, mainly to new tobacco, beauty, medical three aspects. During the earnings conference, Chen Zhiping, chairman and president of Symol Group, said, “Medical atomization has just started, and needs continuous investment and exploration. There are also many improvements in the existing electronic atomization products.” In fact, Simol is currently developing medical atomization products for asthma and COPD, which are common ultrasonic atomization and compression atomization technologies. They are jointly developed through agreements with drug manufacturers. Once approved, they are expected to be available in the next few years.
Therefore, what Simor can do may not be as much as imagined. If it ventures into other atomization fields from zero, the excessively wide moat, combined with the suppression of the original field giants, the future development prospects may not be optimistic. If the specialty of evaporation atomization is used to replace the original atomization solution in some fields, there may be some room for operation. However, the market cycle of medical products is very long, so the imagination of the future of Symol medical atomization should not be overstated.
Source: Blue Hole New Consumption
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