中信证券:首款治疗性HPV疫苗获批 AI加速疫苗开发
Zheng Quan Shi Bao Wang·2025-09-04 00:41

Core Viewpoint - The approval of the first therapeutic HPV vaccine PRGN-2012 fills a treatment gap in the RRP field and is expected to enhance the overall market for innovative therapeutic vaccines [1] Industry Summary - The overseas therapeutic vaccine pipeline is progressing rapidly, with multiple technology platforms emerging, indicating a vibrant and competitive landscape [1] - Significant data releases are anticipated in the near future (1-2 years), suggesting that the industry is entering a phase of intensive catalysts [1] - With the integration of AI, the efficiency of antigen design is expected to improve, potentially accelerating vaccine research and production [1] - There is a recommendation to pay attention to companies involved in therapeutic vaccine development [1]