沃森生物呼吸道合胞病毒mRNA疫苗临床研究申请获受理 国内尚无同类产品

Core Viewpoint - Watson Bio has applied for clinical trials for its mRNA vaccine targeting respiratory syncytial virus (RSV), marking a significant step in its vaccine development efforts [1] Group 1: Vaccine Development and Market Position - Watson Bio, in collaboration with Fudan University and Shanghai Bluebird Biopharmaceuticals, has developed an mRNA vaccine for RSV, which has been accepted for clinical trial application by the National Medical Products Administration [1] - Currently, three RSV vaccines have been approved overseas, while no RSV vaccines have been approved for sale in China [1] - The global sales revenue for RSV vaccines is projected to be approximately $4 billion for the 2023-2024 period [1] Group 2: Financial Performance - In 2024, Watson Bio's revenue is expected to be 2.821 billion yuan, a year-on-year decline of 31.41%, with a net profit of 142 million yuan, down 66.10% [2] - The first quarter of this year saw revenue of 462 million yuan, a decrease of 22.93%, and a net profit of 2.6462 million yuan, down 81.27% year-on-year [2] - The company reported a reduction of 170 million yuan in vaccine sales and government subsidies compared to the previous year [2] Group 3: Future Development Plans - The company aims to enhance existing products and develop higher-valent vaccines for pneumococcal, meningococcal, and HPV, while also expanding the target population [3] - Watson Bio plans to accelerate the development of innovative vaccines, focusing on RSV, shingles, and a combined COVID-19 and influenza mRNA vaccine [3] - Over the next decade, the company aims to launch several new products, including a quadrivalent meningococcal vaccine, a nine-valent HPV vaccine, and the RSV vaccine [3]