Group 1 - The Nipah virus outbreak in West Bengal, India has confirmed 5 cases with nearly 100 people under observation, prompting neighboring countries like Thailand and Nepal to enhance health screening for travelers from India [1] - The World Health Organization (WHO) classifies the Nipah virus as a high-priority regional threat due to its high mortality rate of 40%-70% and the absence of approved vaccines or treatments [4][11] - The research team from Wuhan Institute of Virology has published findings indicating that the oral nucleoside drug VV116 shows significant antiviral activity against the Nipah virus, providing new hope for treatment [2][8] Group 2 - VV116, developed by Wangshan Wangshui and Junshi Biosciences, has shown potential against various RNA viruses, including the Nipah virus, and has been approved for COVID-19 treatment in China and Uzbekistan [7][8] - Following the announcement of VV116's efficacy against the Nipah virus, shares of Wangshan Wangshui surged by 10.9%, reaching a new high since its listing in November 2025 [4][5] - The market response to the Nipah virus outbreak has led to significant stock price increases for several companies involved in diagnostic testing, with companies like Kaipu Biological and Da'an Gene reporting substantial gains [12][13]

Group 1 - The core message highlights the significant antiviral activity of the oral nucleoside drug VV116 against the Nipah virus, providing new hope for the prevention and treatment of this high-mortality infectious disease [1][2] - VV116, also known as Dromidavir, has previously been approved for COVID-19 treatment in Uzbekistan and China, with its development for Nipah virus treatment being closely monitored by the companies involved, including Wangshan Wangshui and Junshi Biosciences [1] - Clinical pre-data indicates VV116's potential for treating Nipah virus infections, with plans to initiate clinical trials in response to public health needs due to the virus's high fatality rate and lack of vaccines or effective treatments [1] Group 2 - The World Health Organization describes the Nipah virus as a zoonotic virus with a human fatality rate typically exceeding 40%, with no licensed vaccines or specific treatments available [2] - Recent reports indicate a small outbreak of Nipah virus in West Bengal, India, with confirmed cases rising to five, highlighting the virus's potential for localized high-fatality outbreaks [2] - Despite the outbreak in India, there have been no reported human cases of Nipah virus infection in mainland China, suggesting a need for vigilance and good hygiene practices without causing public panic [3] Group 3 - As of January 27, Wangshan Wangshui's stock rose by 10.90%, while Junshi Biosciences saw an increase of 7.96% in A-shares and 1.35% in H-shares, reflecting market optimism following the announcement of VV116's potential [4]

Core Viewpoint - The recent emergence of Nipah virus cases in West Bengal, India, with a mortality rate exceeding 40%, has raised significant concerns, especially given the lack of specific vaccines and effective treatments. A promising oral nucleoside drug, VV116, has shown significant antiviral activity against the Nipah virus, offering new hope for treatment and prevention [3][5]. Group 1: Drug Development and Efficacy - VV116 (hydrobromide deuterated remdesivir) is a novel oral nucleoside antiviral drug that has been approved for COVID-19 treatment in Uzbekistan and China. It targets viral RNA-dependent RNA polymerase (RdRp) and has demonstrated significant inhibitory activity against both Malaysian (NiV-M) and Bangladeshi (NiV-B) strains of the Nipah virus in vitro [5]. - In a lethal dose infection model using golden hamsters, VV116 administered at a dose of 400 mg/kg increased the survival rate of the animals to 66.7% and significantly reduced viral loads in the lungs, spleen, and brain [5]. - The research from the Wuhan Institute of Virology confirms VV116's potential for treating Nipah virus infections, suggesting it could serve as a preventive medication for high-risk groups such as healthcare workers and laboratory personnel [5]. Group 2: Market Reaction and Future Prospects - Following the announcement of VV116's efficacy against the Nipah virus, the stock of its parent company, Wangshan Wangshui (02630.HK), surged over 10% in intraday trading on January 27 [6]. - Despite the promising results, VV116 is still in the preclinical research stage and must undergo human clinical trials, regulatory approval, and market entry before it can be effectively used against the Nipah virus [6]. - The Nipah virus has a history of outbreaks since 1998 in Malaysia, Singapore, India, and Bangladesh, but the lack of effective vaccines and treatments has been attributed to insufficient funding for research and the relatively low number of cases, despite its high mortality rate [6].

Group 1 - The research team from Wuhan Institute of Virology, Shanghai Institute of Materia Medica, and Wangshan Wangshui Biopharmaceutical Co., Ltd. published significant findings confirming the antiviral activity of oral nucleoside drug VV116 against Nipah virus, providing new hope for the prevention and treatment of this high-mortality emerging infectious disease [1][8] - VV116 has been validated for its therapeutic potential against Nipah virus, serving as a preventive medication for high-risk groups such as healthcare workers and laboratory personnel, and offering a ready drug option for current and future Nipah virus outbreaks [1][8] Group 2 - Wangshan Wangshui Biopharmaceutical Co., Ltd. is a wholly-owned subsidiary of Suzhou Wangshan Wangshui Biopharmaceutical Co., Ltd., which is listed on the Hong Kong Stock Exchange [3][10] - The stock price of Wangshan Wangshui surged over 14% in early trading, reaching a historical high of 112.7 HKD per share, with a trading volume of 2,615 million HKD [3][10] - The company focuses on innovative drug development in the fields of viral infections, neuropsychiatry, and reproductive health, with a comprehensive system covering drug discovery to commercialization [10][11] - Currently, Wangshan Wangshui has two innovative drugs in the commercialization stage, five candidates in clinical trials, and three candidates in preclinical research [10][11] - VV116 is a broad-spectrum antiviral oral nucleoside RNA-dependent RNA polymerase inhibitor, already approved for COVID-19 indications in China and Uzbekistan [10][11] Group 3 - In December 2025, Wangshan Wangshui announced a licensing and collaboration agreement with Ascletis Pharma, granting exclusive rights for the development, manufacturing, and commercialization of VV116 for respiratory syncytial virus (RSV) and human metapneumovirus (HMPV) infections in Greater China [6][13]

Group 1 - Wangshan Wangshui-B (02630) surged over 14%, reaching a new high, following the announcement of significant antiviral research against Nipah virus by a team including researchers from the Wuhan Institute of Virology and Shanghai Institute of Materia Medica [1] - Zhaoyi Innovation (03986) increased by over 5.6%, with a forecasted revenue of approximately 9.2 billion yuan for 2025, representing a year-on-year growth of about 25%, and a projected net profit of around 1.61 billion yuan, up 46% [1] - Youran Dairy (09858) rose over 4% after completing a placement of 299.25 million shares at a price of 3.92 HKD per share [1] Group 2 - Yijun Group Holdings (02442) experienced a decline of over 39%, despite a previous surge of 4.4 times since its relisting on December 3, 2022 [2] - Alibaba-W (09988) saw a rise of 1.82% after the launch of its Qwen3-Max-Thinking model, which has over 1 trillion parameters and 36 trillion tokens of pre-training data [2][3] - Junda Co., Ltd. (02865) fell nearly 11%, with a drop of over 30% from its recent peak, following an announcement of a strategic investment in Shanghai Xingyi Xinneng Technology Co., Ltd. [2] Group 3 - WanGuo Data-SW (09698) increased by over 6%, also in response to the launch of Alibaba's Qwen3-Max-Thinking model [3] - MicroPort Scientific Corporation-B (02160) dropped 11% after announcing a proposed share consolidation [3] - Valiant Pharmaceuticals-B (09887) rose nearly 4% after receiving orphan drug designation from the European Commission for its core product [4] Group 4 - AI application software stocks in the US saw significant gains, with Cloudflare (NET.US) up 9.17% and Zoom Communications (ZM.US) up 11.28% [5] - Apple (AAPL.US) rose 2.97% ahead of its Q1 2026 earnings report, with expected revenue growth of 11.3% year-on-year to 138.42 billion USD [5] - Intel (INTC.US) continued its decline, falling 5.72% after a previous drop, with revenue expectations for Q1 2026 significantly below market forecasts [5] Group 5 - Kingsoft Cloud (KC.US) increased by 8.1% following a strategic upgrade of its AI training and deployment platform [6] - Precious metals stocks saw pre-market gains, with First Majestic Silver (AG.US) up 1.1% as gold prices reached historical highs [6]

责任编辑：卢昱君 1月26日盘后，中国科学院武汉病毒研究所微信公众号发文称，近期，中国科学院武汉病毒研究所肖庚 富/张磊砢研究员团队、单超研究员团队联合上海药物研究所、旺山旺水生物医药股份有限公司胡天文 博士在国际期刊发表的重要研究成果，证实口服核苷类药物VV116对尼帕病毒具有显著的抗病毒活性， 为这一高致死性新发传染病的防治带来新希望。该成果首次证实VV116对尼帕病毒的治疗潜力，不仅可 作为医护人员、实验室工作者等高危人群的预防性用药，更可为应对当下和未来的尼帕病毒疫情提供了 一个现成的药物选择。 公开资料显示，旺山旺水成立于2013年，重点布局神经精神、生殖健康和病毒感染三大治疗领域。去年 12月，旺山旺水宣布与先声药业签订许可和合作协议。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 旺山旺水-B（02630）早盘一度涨超14%，高见112.70港元，创上市新高。截至发稿，股价上涨 10.59%，现报108.60港元，成交额2641.54万港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 旺山旺水-B（02630）早盘一度涨超14%，高见112.70港元， ...

Core Insights - The emergence of Nipah virus cases in West Bengal, India, with a mortality rate exceeding 40%, has raised significant concerns [1] - The research published by the Wuhan Institute of Virology indicates that the oral nucleoside drug VV116 shows promising antiviral activity against Nipah virus, providing new hope for treatment [1][2] Group 1: Drug Development - VV116 is a novel oral nucleoside antiviral drug that has been approved for COVID-19 treatment in Uzbekistan and China [3] - In vitro studies demonstrate that VV116 and its active metabolites significantly inhibit Nipah virus, including Malaysian strain NiV-M and Bangladeshi strain NiV-B [3] - In a lethal dose infection model in golden hamsters, VV116 at a dosage of 400 mg/kg increased survival rates to 66.7% and significantly reduced viral loads in target organs such as the lungs, spleen, and brain [3] Group 2: Market Reaction - Following the announcement of VV116's potential against Nipah virus, the stock of its parent company, Wangshan Wangshui (02630.HK), surged over 10% on January 27 [4] - Despite the positive market reaction, VV116 is still in the preclinical research stage and requires human clinical trials, regulatory approval, and market launch before it can be used as a treatment [4] Group 3: Historical Context - Nipah virus is not a new virus, having caused outbreaks in Malaysia, Singapore, India, and Bangladesh since 1998 [4] - The lack of effective vaccines and therapies for Nipah virus over the years is attributed to insufficient funding for research and relatively low case numbers, despite its high mortality rate [4]

消息面上，近日，印度西孟加拉邦暴发尼帕病毒疫情。可人传人，死亡率最高达75%，尚无疫苗。近期，中国科学院武汉病 毒研究所肖庚富/张磊砢研究员团队、单超研究员团队联合上海药物研究所、旺山旺水生物医药股份有限公司胡天文博士在 国际期刊Emerging Microbes & Infections上发表题为"The oral nucleoside drug VV116 is a promising candidate for treating Nipah virus infection"的重要研究成果，证实口服核苷类药物VV116对尼帕病毒具有显著的抗病毒活性，为这一高致死性新发传染 病的防治带来新希望。该成果首次证实VV116对尼帕病毒的治疗潜力，不仅可作为医护人员、实验室工作者等高危人群的 预防性用药，更可为应对当下和未来的尼帕病毒疫情提供了一个现成的药物选择。 1月27日，旺山旺水-B(2630.HK)盘中拉升涨近15%报112.7港元，股价创历史新高，市值升至逾189亿港元。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据悉，口服核苷类药物VV116由中科院上海药物研究所、上海君实生物等单位 ...

每经AI快讯，旺山旺水-B(02630.HK)一度涨超14%，截至发稿，涨12.02%，报110港元，成交额1292.81 万港元。 ...

旺山旺水-B(2630.HK)盘中拉升涨近15%报112.7港元，股价创历史新高，市值升至逾189亿港元。 本文源自：金融界AI电报 ...