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《柳叶刀》:国产九价HPV疫苗与进口等效 专家预估国产定价700-800元 进口目前定价1300元
Xin Hua Wang· 2025-08-12 05:52
新华网北京6月5日电(记者胡可璐)近日,我国第一、世界第二款九价HPV疫苗获批上市。根据2023年7月17 日出版的医学期刊《柳叶刀·感染病学》发表的头对头研究数据,国产九价HPV疫苗与进口九价HPV疫苗具有相当 的有效性及安全性。 消息一出,公众对国产九价HPV疫苗的定价更加关注。此前,国内仅有一款进口产品可选。约苗网数据显 示,预约进口九价HPV疫苗的价格约为1300元/针,全程三针接种需要近4000元(15-45岁)。这一价格令不少人 望而却步,市场也期盼定价更加合理的国产九价HPV疫苗。 虽然万泰生物没有公布具体价格,但据业内人士透露,万泰生物有可能把价格定在700元上下。该人士分析, 同等效果下,国产的定价通常为进口的50-70%,据此推算,国产九价HPV疫苗的定价预计在700-800元。 THE LANCET Infectious Diseases ARTICLES | ONLINE FIRST Feng-Cai Zhu*, Gvo-Hua Zhong*, Wei-Jin Huang*, Kai Chu, Li Zhang, Zhao-Feng Bi, Kong-Xin Zhu, Qi Chen, ...
HPV疫苗上半年批签发大增 相关上市公司正发力海外市场
Xin Hua Wang· 2025-08-12 05:48
根据中国食品药品检定研究院数据及相关公司半年度报告,2023上半年,国内HPV疫苗合计批签发数量 达322批次,同比增长79.20%。其中,万泰生物2价HPV疫苗批签发为231批次,同比增长65%;沃森生 物2价HPV疫苗获得批签发414.39万剂,同比增长368.42%;GSK、默沙东获批进入中国销售的HPV疫苗 批签发数量也相应增长。 沃森生物2023年半年报显示,公司生产的2价HPV疫苗上半年共中标政府采购项目168.6万剂。另据万泰 生物半年报,报告期内公司2价HPV疫苗的销量已突破千万剂。 "2价疫苗有着更大的价格优势和更好的供应保障,且覆盖的人群年龄段也更为广泛。现如今,2价疫苗 市场增长主力主要在9岁至45岁的女性人群中。"CIC灼识咨询执行董事刘立鹤对《证券日报》记者 说,"按照目前的批签发量估算,2价HPV疫苗接种在适龄女性中的渗透率尚不足10%。随着政策不断推 动、市场持续发展以及个人健康意识的提升,2价HPV疫苗的市场需要还将进一步增加。" 2价疫苗销售旺盛的同时,也要看到进口九价疫苗带来的挑战。沃森生物相关负责人对《证券日报》记 者表示:"9价HPV疫苗产品进口持续增长,国产2价HPV ...
国产九价HPV疫苗与进口效果相当,最终定价仅499元,不到进口一半
Xin Hua Wang· 2025-08-12 05:44
Core Points - The first domestically produced nine-valent HPV vaccine "Xinkening®9" is priced at 499 yuan per dose, approximately 40% of the price of imported nine-valent HPV vaccines, marking the end of the "high-price era" for HPV vaccines [1] - The vaccine was developed by a team led by Academician Xia Ning Shao from Xiamen University and Wantai Biological Pharmacy, utilizing a novel prokaryotic expression system [2] - The development process took 18 years and involved over 1 million independent trials, showcasing a significant increase in complexity compared to the two-valent HPV vaccine [2][3] - Clinical trial results published in The Lancet Infectious Diseases indicate that "Xinkening®9" has similar immune response and safety profiles to imported vaccines, effectively preventing high-risk HPV infections [3] - The vaccine is the only one approved for a two-dose regimen for ages 9-17, which may significantly improve vaccination compliance among young girls in China [4] Industry Insights - The nine-valent HPV vaccine not only retains the protective effects against HPV16 and HPV18 but also covers additional high-risk types, achieving over 98% protection against related persistent infections [5] - The collaboration between Wantai Biological and Xiamen University represents a successful model of industry-academia integration, having completed numerous national-level research projects [6] - Wantai Biological has invested approximately 1 billion yuan in the development of the nine-valent HPV vaccine, reflecting a strong commitment to research and innovation [6][7] - The introduction of a cost-effective HPV vaccine is expected to enhance vaccination rates among eligible women in China, contributing to the global goal of cervical cancer elimination [7]
万泰生物(603392)8月8日主力资金净流出1639.26万元
Sou Hu Cai Jing· 2025-08-08 11:27
Group 1 - The core viewpoint of the news is that Wantai Biological Pharmacy Company Limited has experienced a significant decline in its financial performance, with a notable drop in revenue and net profit in the latest quarterly report [1] - As of August 8, 2025, Wantai Biological's stock closed at 56.35 yuan, down 0.27%, with a trading volume of 41,600 lots and a transaction amount of 235 million yuan [1] - The company's latest quarterly report shows total operating revenue of 401 million yuan, a year-on-year decrease of 46.76%, and a net profit attributable to shareholders of 52.78 million yuan, a year-on-year decrease of 141.98% [1] Group 2 - Wantai Biological has made investments in 11 companies and participated in 3,898 bidding projects, indicating active engagement in business expansion [2] - The company holds 63 trademark registrations and 113 patents, reflecting its focus on intellectual property development [2] - Additionally, Wantai Biological has obtained 361 administrative licenses, showcasing its compliance and operational capabilities in the pharmaceutical industry [2]
万泰生物连跌10天,易方达基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-07 13:07
8月7日,万泰生物连续10个交易日下跌,区间累计跌幅-7.01%。北京万泰生物药业股份有限公司成立于 1991年,是从事生物诊断试剂与疫苗研发及生产的高新技术企业。 财报显示,易方达基金旗下易方达沪深300医药ETF为万泰生物前十大股东,今年二季度减持。今年以 来收益率12.77%,同类排名857(总2519)。 | 阶段涨幅 | 学度派辑 年度派 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -2.19% | 10.74% | 13.78% | 14.64% | 12.77% | | 同类平均0 | 0.08% | 6.41% | 11.29% | 11.89% | 12.24% | | 沪深300 | 0.96% | 3.77% | 7.39% | 5.70% | 4.57% | | 跟踪标的? | -2.21% | 10.68% | 12.91% | 13.79% | 11.93% | | 同类排名 3 | 2921 2943 | 382 2919 | 668 2777 ...
迎战基孔肯雅热:IVD企业24小时研发出检测盒,中药巨头紧急调配古方
Hua Xia Shi Bao· 2025-08-07 10:44
Group 1: Epidemic Overview - The recent outbreak of Chikungunya fever in southern China has led to nearly 3,000 new cases reported in just one week, primarily in Guangdong province, affecting over ten cities [1][3] - The majority of cases are concentrated in Foshan, accounting for 95% of the total cases in Guangdong, with no severe cases or deaths reported so far [3] Group 2: Government Response and Guidelines - The National Health Commission has released the "Chikungunya Fever Diagnosis and Treatment Plan (2025 Edition)," emphasizing that the disease is preventable, controllable, and treatable [3][6] - The plan incorporates traditional Chinese medicine (TCM) approaches, highlighting the role of TCM in alleviating symptoms and promoting recovery [6] Group 3: Company Initiatives in Diagnostics and Treatment - Several listed companies in the IVD (in vitro diagnostics) sector are actively developing testing products and treatment solutions for Chikungunya fever [4][5] - Shenzhen BGI Technology Co., Ltd. has introduced the T1+ gene sequencer, which can provide comprehensive genomic analysis within 6-8 hours, aiding in rapid response to the outbreak [4] - Wanfu Biology has developed multiple Chikungunya virus detection products, creating a closed-loop system for monitoring and diagnosis [4] Group 4: Traditional Chinese Medicine Applications - TCM is being utilized for symptomatic treatment of Chikungunya fever, with specific formulations recommended for managing symptoms like fever and joint pain [6][7] - Companies such as Guangdong Yifang Pharmaceutical and Step Long Pharmaceutical are producing traditional Chinese medicines that may assist in treating Chikungunya fever [7]
万泰生物扣非连亏一年半 2020年上市两募资共38.8亿元
Zhong Guo Jing Ji Wang· 2025-08-06 06:23
2024年,万泰生物实现营业收入22.45亿元,同比下降59.25%;归属于上市公司股东的净利润1.06亿 元,同比下降91.49%;归属于上市公司股东的扣除非经常性损益的净利润-1.86亿元,上年同期10.78亿 元;经营活动产生的现金流量净额为3.55亿元,同比下降76.91%。 中国经济网北京8月6日讯万泰生物(603392)(603392.SH)近日发布的2025年半年度业绩预亏公告显 示,经财务部门初步测算,预计2025年半年度实现归属于母公司所有者的净利润为-16,000万元 到-13,000万元,与上年同期相比,将出现亏损。预计2025年半年度实现归属于母公司所有者的扣除非 经常性损益的净利润为-26,000万元到-23,000万元。 上年同期,万泰生物实现归属于母公司所有者的净利润26,048万元,归属于母公司所有者的扣除非经常 性损益的净利润6,352万元。 万泰生物首次募集资金总额为3.82亿元,募集资金净额为3.18亿元。万泰生物2020年4月14日发布招股书 显示,募集资金中1.50亿元用于化学发光试剂制造系统自动化技术改造及国际化认证项目,1.50亿元用 于宫颈癌疫苗质量体系提升及国 ...
万泰生物(603392)8月5日主力资金净流出3200.49万元
Sou Hu Cai Jing· 2025-08-05 13:11
金融界消息 截至2025年8月5日收盘,万泰生物(603392)报收于57.67元,下跌0.03%,换手率0.34%, 成交量4.32万手,成交金额2.50亿元。 资金流向方面,今日主力资金净流出3200.49万元,占比成交额12.82%。其中,超大单净流出4507.72万 元、占成交额18.06%,大单净流入1307.23万元、占成交额5.24%,中单净流出流入1713.95万元、占成 交额6.87%,小单净流入1486.53万元、占成交额5.96%。 万泰生物最新一期业绩显示,截至2025一季报,公司营业总收入4.01亿元、同比减少46.76%,归属净利 润5277.69万元,同比减少141.98%,扣非净利润10503.22万元,同比减少313.18%,流动比率4.137、速 动比率3.615、资产负债率14.35%。 通过天眼查大数据分析,北京万泰生物药业股份有限公司共对外投资了11家企业,参与招投标项目3893 次,知识产权方面有商标信息63条,专利信息113条,此外企业还拥有行政许可361个。 来源:金融界 天眼查商业履历信息显示,北京万泰生物药业股份有限公司,成立于1991年,位于北京市,是一家 ...
万泰生物连跌7天,华泰柏瑞基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-04 13:20
华泰柏瑞沪深300ETF基金经理为柳军。 简历显示,柳军先生:中国国籍。监事,复旦大学财务管理硕士,2000-2001年任上海汽车集团财务有限公司财务,2001-2004年任华安基金管理有限公司高级基金 核算员,2004年7月加入华泰柏瑞基金管理有限公司,历任基金事务部总监、上证红利ETF基金经理助理。2009年6月起任上证红利交易型开放式指数证券投资 基金的基金经理。2010年10月起担任指数投资部副总监。2011年1月至2020年2月任华泰柏瑞上证中小盘ETF基金、华泰柏瑞上证中小盘ETF联接基金基金经 理。2012年5月起任华泰柏瑞沪深300交易型开放式指数证券投资基金、华泰柏瑞沪深300交易型开放式指数证券投资基金联接基金的基金经理。2015年2月起 任指数投资部总监。2015年5月至2025年1月任华泰柏瑞中证500交易型开放式指数证券投资基金及华泰柏瑞中证500交易型开放式指数证券投资基金联接基金 的基金经理。2018年3月至2018年11月任华泰柏瑞锦利灵活配置混合型证券投资基金和华泰柏瑞裕利灵活配置混合型证券投资基金的基金经理。2018年3月至 2018年10月任华泰柏瑞泰利灵活配置混合型证券 ...
股市必读:万泰生物(603392)8月1日主力资金净流出1065.46万元,占总成交额5.37%
Sou Hu Cai Jing· 2025-08-03 20:03
Core Viewpoint - WanTai Bio (603392) reported a closing price of 58.06 yuan on August 1, 2025, with a decrease of 0.82% and a trading volume of 34,100 shares, resulting in a transaction amount of 198 million yuan [1] Trading Information Summary - On August 1, the capital flow for WanTai Bio showed a net outflow of 10.65 million yuan from main funds, accounting for 5.37% of the total transaction amount; a net outflow of 143,600 yuan from speculative funds, accounting for 0.07%; and a net inflow of 10.79 million yuan from retail investors, accounting for 5.45% [2][5] Company Announcement Summary - WanTai Bio announced the redemption of 700 million yuan of idle raised funds for cash management, specifically for a structured deposit product from Industrial and Commercial Bank of China with a term of 365 days [3] - The company approved the use of up to 2 billion yuan and 1.5 billion yuan of temporarily idle non-public offering funds for safe and liquid principal-protected products, with a maximum single product term of 12 months [3] - As of the announcement date, the company had invested a total of 2.129 billion yuan in financial management over the past twelve months, recovering 1.55 billion yuan in principal and earning 38.19 million yuan, with 579.15 million yuan still unrecovered [3]