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首个国产九价HPV疫苗价格出炉 不到进口价一半
Zheng Quan Shi Bao Wang· 2025-07-08 13:56
Core Viewpoint - The launch of the domestic nine-valent HPV vaccine "Xinkening 9" by Wantai Biological Pharmacy is a significant advancement in the market, offering a cost-effective alternative to imported vaccines, priced at approximately 40% of the import cost [1][6]. Group 1: Vaccine Efficacy and Safety - "Xinkening 9" has demonstrated comparable immune response and safety to imported nine-valent HPV vaccines, as evidenced by head-to-head clinical trial results published in The Lancet Infectious Diseases [2]. - The vaccine effectively prevents persistent infections from seven high-risk HPV types associated with cervical cancer, establishing a protective barrier for women aged 18-45 [2]. Group 2: Market Impact and Accessibility - As the only approved HPV vaccine for ages 9-17 with a two-dose regimen, "Xinkening 9" is expected to significantly improve vaccination compliance and rates among young girls in China [3]. - The pricing strategy of "Xinkening 9" is anticipated to enhance the willingness of eligible women to receive the vaccine, contributing to the establishment of a national immunity barrier against cervical cancer [6]. Group 3: Research and Development Achievements - The development of "Xinkening 9" reflects over 18 years of collaborative research between Xiamen University and Wantai Biological, showcasing China's advancements in HPV vaccine technology [4]. - Wantai Biological has invested approximately 1 billion yuan in the research and development of the nine-valent HPV vaccine, highlighting the commitment to innovation in this field [5]. Group 4: Public Health Implications - The introduction of a more affordable HPV vaccine aligns with global and national strategies to accelerate the elimination of cervical cancer, with a significant portion of the target population in China yet to receive vaccination [2][6].
比进口产品便宜60%,国产九价HPV疫苗定价来了,单支499元
Mei Ri Jing Ji Xin Wen· 2025-07-08 13:21
《每日经济新闻》记者注意到,每支499元的定价大幅拉低了九价HPV疫苗价格。 与此同时,国产HPV疫苗企业中,还有沃森生物(SZ300142)、康乐卫士(BJ 833575)、瑞科生物 (HK02179)等公司的产品正排队上市。这意味着,九价疫苗的价格竞争或许刚刚开始。 每经记者|陈星 每经编辑|文多 7月8日,首个国产九价HPV疫苗公布定价。 据万泰生物(SH603392)消息,该公司旗下的"馨可宁9"定价499元/支,定价约为进口九价HPV疫苗的 40%。 此前,默沙东旗下九价HPV疫苗先后通过扩龄、降低接种剂次、获批男性接种等方式尽可能地占领先发 优势。而万泰生物九价疫苗除了祭出价格优势外,在"出海"、男性接种等方面也试图发力。 万泰生物在8日发布的投资者关系活动记录中写道,公司正在全力推进九价HPV疫苗WHO PQ(世界卫 生组织预认证)认证进程,依托公司二价HPV疫苗已取得的国际化成果(已在海外获得20多个国家的市 场准入,并被纳入8个国家的免疫规划项目)和公司构建的全球化网络,万泰生物有信心将以更快的速 度推动九价HPV疫苗的海外准入及拓展。 二剂次接种费用约998元 7月8日,万泰生物公开旗下" ...
美国麻疹疫情卷土重来 病例数量创近33年新高
财联社· 2025-07-08 05:43
自25年前宣布消灭麻疹以来, 今年美国的麻疹疫情又卷土重来,病例数量已经创下近33年新高。 美国今年以来的麻疹病例数,需要回溯到1992年,才能找到更高数据。1992年,美国疾病控 制与预防中心(CDC)全年确认了2126例病例,其中肯塔基州和德克萨斯州疫情最为严重。 考虑到今年时间才过半,今年全年的麻疹病例数量大概率将超过1992年总数。 医学专家表示,麻疹疫情的重新爆发,和美国的疫苗接种率下滑关系密切。由于此前新冠疫情 扰乱了儿童的常规就医,且反疫苗组织的资金在疫情期间膨胀,美国部分地区的麻疹疫苗接种 率已跌至防止疫情爆发的关键阈值95%以下。 此次大规模疫情爆发之际,美国总统特朗普任命的卫生部长小罗伯特·F·肯尼迪(Robert F Kennedy Jr.)正对美国疫苗政策进行"颠覆性改革"。 根据美国约翰·霍普金斯大学疫情应对创新中心的数据,2025年才刚刚过半,美国已经至少报 告了1284例麻疹确诊病例,病例总数已经超过了美国此前在2019年全年创下的最高记录,当 时全年共有1274例病例。 | Table of US Measles Cases in 2025 | | | | --- | --- ...
90亿美元筹款背后的免疫保卫战
第一财经· 2025-07-07 06:09
一家守护着全球半数以上儿童生命健康的国际组织,日前成功"续命"。 "通过免疫接种实现健康与繁荣"全球峰会(以下简称"峰会")日前在比利时首都布鲁塞尔举行,全球 疫苗免疫联盟(Gavi)在会上为未来五年(2026至2030年)筹措到了超90亿美元的资金,虽然离 119亿美元的预算目标仍有一定距离,但在全球健康融资断崖式下滑的当下,已难能可贵。 疫苗接种是最具成本效益的公共卫生干预手段之一。Gavi的核心宗旨是确保发展中国家的儿童能够 获得疫苗的保护,自2000年成立以来,已为全球超过10亿儿童接种了疫苗,成功预防了超过1800万 例可避免的死亡,如今为全球近一半的儿童提供基础疫苗服务,成为全球健康治理不可或缺的一环。 第一财经记者日前独家专访了全球疫苗免疫联盟(Gavi)首席执行官(CEO)尼什塔尔(Sania Nishtar),这是她在2024年1月就任以来,首次接受中文媒体的专访。她告诉第一财经记者,中国 是Gavi重要的合作伙伴,从最早接受Gavi支持到转变为如今的捐助国,Gavi希望在此基础上深化与 中国的合作。 ▲ 全球疫苗免疫联盟(Gavi)首席执行官(CEO)尼什塔尔 (来源:受访者提供) 202 ...
宣布消灭该病25年后,美国麻疹病例激增至历史新高
Xin Lang Cai Jing· 2025-07-06 11:00
在宣布彻底消灭麻疹这种疾病25年之后,美国的麻疹病例激增至有记录以来的历史新高。 根据美国约翰·霍普金斯大学疫情应对与创新中心发布的最新数据,截至7月1日,美国38个州累计报告 麻疹病例1277例,这已经超过了2019年全年1274例的数据,全美38个州报告了麻疹确诊病例。同时,今 年以来,得克萨斯州有2名儿童和新墨西哥1名成年人因麻疹相关病症死亡,而过去25年里美国也只有3 人因麻疹死亡。 2025年2月21日,美国德克萨斯州塞米诺尔,一家医院院区外设有麻疹检测标志。视觉中国 图 2019年,美国曾一度出现大规模麻疹疫情,时任美国卫生部长亚历克斯·阿扎和美国疾病控制和预防中 心(CDC)主任罗伯特·雷德菲尔德都呼吁民众尽快接种MMR疫苗。然而现在,美国总统特朗普至今没 有任命新的CDC主任,而现任卫生部长小罗伯特·肯尼迪长期以来对疫苗和医疗机构持批评态度。他在 今年6月9日下令解除CDC免疫实践咨询委员会(ACIP)全部17名成员的职务,并于11日重新任命了该 委员会的8名新成员。ACIP负责审查疫苗数据并提出建议,以确定美国哪些人需要接种哪些疫苗,以及 保险公司是否应该承担相应的疫苗接种费用等。 免疫学家 ...
90亿美元筹款背后的免疫保卫战,专访全球疫苗免疫联盟CEO尼什塔尔
Di Yi Cai Jing· 2025-07-06 07:49
Core Points - The Global Vaccine Alliance (Gavi) successfully raised over $9 billion for the next five years (2026-2030) during the "Immunization for Health and Prosperity" summit in Brussels, despite a significant decline in global health financing [1][3] - Gavi has provided vaccines to over 1 billion children since its inception in 2000, preventing more than 18 million avoidable deaths, and currently serves nearly half of the world's children [1][3] - The UK and the Bill & Melinda Gates Foundation are the largest contributors, with the UK pledging £1.25 billion (approximately $1.6 billion) and the Gates Foundation contributing $1.6 billion [3] - The U.S. has historically been a significant donor, contributing around $300 million annually, but announced it would stop funding Gavi, which could impact global vaccination efforts [3][4] Funding and Contributions - The total commitments for the next five years include £1.25 billion from the UK, $1.6 billion from the Gates Foundation, and over €360 million from the European Commission and member states, totaling over €2 billion [3] - Indonesia, which recently graduated from Gavi's support list, pledged $30 million for the next five years, showcasing a shift from recipient to donor [5] Gavi's Operational Model - Gavi operates on a co-financing model where even low-income countries contribute a small amount per vaccine dose, gradually increasing their financial responsibility as their economies grow [5] - Gavi's CEO, Sania Nishtar, emphasized the importance of maintaining communication with the U.S. government to secure ongoing support [5] China's Role - China is highlighted as a successful example of Gavi's empowerment model, transitioning from a recipient to a donor, contributing over $120 million since 2016 [7] - The collaboration between China and Gavi began in 2002 with a hepatitis B vaccination program, significantly increasing vaccination rates in impoverished regions [7][8] Vaccine Development and Innovation - Gavi is focusing on expanding its vaccine portfolio, including support for vaccines against hepatitis E, tuberculosis, and monkeypox, as part of its 6.0 vaccine investment strategy [8][9] - Gavi is interested in innovative delivery methods, such as microneedle patches, to improve vaccine accessibility in low-resource settings [9][10] Leadership and Vision - Sania Nishtar, the first CEO from a developing country, brings a unique perspective to Gavi, having witnessed the impact of vaccine-preventable diseases firsthand [12][13] - Nishtar's background as a physician and public health advocate informs her commitment to ensuring health and immunization as fundamental human rights [13]
“公司当前确实遇到了经营困难” 智飞生物拟发行60亿元公司债
Jing Ji Guan Cha Wang· 2025-07-06 05:54
Core Viewpoint - Zhifei Biological plans to issue up to 6 billion yuan in corporate bonds to support investments in technological innovation, replace interest-bearing liabilities, and replenish working capital [1] Group 1: Financial Performance - In 2024, Zhifei Biological reported a significant decline in performance, with total revenue of 26.07 billion yuan, a year-on-year decrease of 50.7%, and a net profit attributable to shareholders of 2.02 billion yuan, down 75.0% [1] - The revenue from agency products, which has historically contributed over 70% to the company's performance, saw a drastic reduction, leading to the overall decline in revenue [1][2] - The company's cash flow turned negative in 2024, with an operating cash flow of -4.414 billion yuan, a decline of 149.6% compared to the previous year [3] Group 2: Product Performance - Revenue from Zhifei Biological's self-developed products increased by 14.9% to 1.18 billion yuan, while revenue from agency products fell by 52.5% to 24.67 billion yuan [2] - The core product, the HPV vaccine, experienced a significant drop in sales, with the issuance of four-valent HPV vaccines down by 95.5% and nine-valent HPV vaccines down by 14.8% [2] Group 3: Strategic Initiatives - The company aims to focus on "de-stocking, collecting payments, and reducing liabilities" as its core strategy for 2025 to mitigate operational risks [3] - The issuance of 6 billion yuan in corporate bonds is seen as a crucial step in reducing liabilities and addressing financial risks [3]
欧林生物(688319)每日收评(07-04)
He Xun Cai Jing· 2025-07-04 08:40
Group 1 - The stock of Olin Bio (688319) has a comprehensive score of 49.71, indicating a weak performance [1] - The main cost analysis shows the following prices: current main cost at 16.28 CNY, 5-day main cost at 16.07 CNY, 20-day main cost at 16.33 CNY, and 60-day main cost at 16.09 CNY [1] - There have been no instances of the stock hitting the upper or lower limit in the past year [1] Group 2 - On July 4, 2025, the net outflow of main funds was 14.08 million CNY, accounting for -17% of the total transaction amount [2] - The stock's short-term resistance is at 16.60 CNY, while the short-term support is at 15.66 CNY [2] - The recent financial report indicates a net profit of -7,041,533.34 CNY and an operating profit of -0.07 billion CNY, with a sales gross margin of 93.43% [2][3] Group 3 - The stock is associated with sectors such as bioproducts (0.38%), biovaccines (0.30%), innovative drugs (1.18%), and the western development sector (-0.53%) [2][3] - The stock is currently experiencing unclear short-term and mid-term trends, awaiting direction from main funds [2][3]
百克生物(688276)每日收评(07-04)
He Xun Cai Jing· 2025-07-04 08:14
百克生物688276 时间: 2025年7月4日星期五 53.63分综合得分 较强 趋势方向 主力成本分析 21.08 元 20.95 元 20日主力成本 当日主力成本 21.08 元 5日主力成本 21.00 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 短期压力位 20.76 跌停 0 次 北向资金数据 | 持股量111.83万股 | 占流通比0.27% | | --- | --- | | 昨日净买入-55.20万股 | 昨日增仓比-0.133% | | 5日增仓比-0.196% | 20日增仓比0.037% | 技术面分析 21.27 短期支撑位 21.49 中期压力位 20.37 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月04日的资金流向数据方面 | 主力资金净流出200.33万元 | | --- | | 占总成交额-4% | | 超大单净流入244.16万元 | | 大单净流出444.49万元 | | 散户资金净流出114.25万 | (以上内容为自选股写手差分机完成,仅作 ...
康希诺接待17家机构调研,包括Indus Capital Partners、My Alpha Management HK Advisors、SCHP等
Jin Rong Jie· 2025-07-03 11:53
Core Viewpoint - 康希诺 is actively advancing its vaccine development pipeline, focusing on innovative products and expanding its market presence both domestically and internationally [1][2][3] Group 1: Vaccine Development and Commercialization - 康希诺's 13-valent pneumonia conjugate vaccine PCV13i has significant advantages in product characteristics and production processes, showing excellent clinical results and safety profiles [3][4] - The company is targeting the commercialization of PCV13i, which overlaps with its existing product MCV4, enhancing marketing efficiency [4] - The four-valent meningococcal conjugate vaccine MCV4 has received acceptance for age expansion applications for 4-6 years and plans to submit for 18-59 years within the year [5] Group 2: Research and Development Progress - 康希诺 has established five major R&D platforms, with multiple products at various stages of development, including Tdcp for adolescents and adults, which has completed Phase III clinical trials [2][7] - The company is exploring therapeutic vaccine development and has a positive attitude towards expanding into innovative fields [8] - The infant DTcP vaccine's application for market approval has been accepted and is undergoing priority review, with plans for clinical trials for a combination vaccine [6][9] Group 3: Financial Position and Future Plans - As of March 2025, 康希诺 has approximately 34 billion RMB in funds, sufficient for current development needs, with no large-scale investment plans outside of its vaccine industrial park project [2][10] - Future financing plans will be considered based on market conditions and company development stages, with timely announcements to be made if necessary [10]