沃森生物：双价HPV疫苗入围国家免疫规划集采，九价疫苗处于III期临床

Core Viewpoint - Watson Bio's HPV vaccine is expected to benefit significantly from the inclusion of the bivalent HPV vaccine in the national immunization program starting November 2025, with Yunnan province already implementing a free vaccination policy, indicating substantial growth potential for the company's HPV vaccine sales [1] Group 1: Production Capacity and Expansion Plans - The company is currently assessing whether its HPV vaccine production capacity can meet the market demand set by the national immunization program and is considering expansion plans [1] - The company emphasizes that the final procurement results will depend on negotiations with provincial disease control centers, and further contracts will need to be signed for production and supply [1] Group 2: Clinical Progress and Market Strategy - Watson Bio's nine-valent HPV vaccine is currently in Phase III clinical trials, and any significant progress in the development of its vaccines will be disclosed in a timely manner [1] - The company aims to leverage the supportive policies in Yunnan's biopharmaceutical sector to accelerate the market entry of its high-priced HPV vaccine [1] Group 3: Sales Growth Targets - The company has not disclosed specific sales growth targets for its HPV vaccine for 2026, indicating that further information will be provided as it becomes available [1]