Group 1 - The newly formed Advisory Committee on Immunization Practices (ACIP) of the CDC has seen its membership reduced to seven, following the exit of a member before the first meeting [1] - The ACIP is scheduled to meet on June 25 and 26 to discuss vaccination recommendations for children under five, including the MMRV vaccine [1] - ACIP plays a crucial role in shaping U.S. vaccine policy, determining vaccination populations, and setting insurance reimbursement standards, with most of its recommendations becoming the national vaccination guidelines [1] Group 2 - Earlier this month, Robert F. Kennedy announced the dismissal of all ACIP members and appointed eight new members of his choosing, reflecting his skepticism towards vaccines [2] - The replaced 17 members were appointed by the Biden administration, with 13 of them appointed in 2024, raising concerns about public trust in health institutions [2] - Kennedy argues that a complete overhaul of ACIP is necessary to restore public confidence in vaccine science [2]

在当下高度信息化的社会背景下，精准的数据分析与深入的行业研究已成为企业战略规划、市场拓展以及投资决策不可或缺的指南针。智研咨询研究团队经 过长期的市场调研与数据分析，重磅推出《2025-2031年中国疫苗行业投资策略探讨及市场规模预测报告》，以期为业界提供一份高质量、专业化的行业分 析。 本研究报告基于智研团队对行业的深刻理解与精准把握，通过采集全球范围内的行业数据，运用先进的数据分析模型，对行业的过去、现在与未来进行了全 面、系统的剖析。深入挖掘了各个细分市场的运行规律，对市场容量、增长速度、竞争格局以及盈利模式等关键指标进行了详尽的量化分析与质性解读。 报告内容不仅涵盖了宏观经济的走势分析、产业政策的深度解读，还包括了买方行为的细致刻画、技术创新的趋势预测。我们综合运用了定量分析与定性访 谈等多种研究方法，力求在确保数据精确性的同时，也能捕捉到市场动态中的微妙变化。 此外，我们还特别关注了全球范围内的行业领先企业，通过对比分析它们的经营策略、市场布局以及创新能力，为业界读者提供了宝贵的行业洞察与经营启 示。 作为业内知名的研究机构，智研研究团队深知高质量的研究报告对于企业决策的重要性。因此，在编撰本报告的 ...

Core Insights - The Gates Foundation has announced a new commitment to donate $1.6 billion to the Global Alliance for Vaccines and Immunization (Gavi) over the next five years [1] - Since its establishment in 2000, the Gates Foundation has invested over $30.6 billion in vaccine research, production, and delivery [1] - The foundation's total donations to Gavi amount to $7.7 billion, making it the largest recipient of grants from the Gates Foundation [1]

科前生物688526 时间: 2025年6月24日星期二 趋势方向 主力成本分析 15.50 元 当日主力成本 15.31 37.92分综合得分 偏弱 元 5日主力成本 16.20 元 20日主力成本 15.93 元 60日主力成本 周期内涨跌停 过去一年内该股 | 持股量97.45万股 | 占流通比0.2% | | --- | --- | | 昨日净买入3.21万股 | 昨日增仓比0.007% | | 5日增仓比0.006% | 20日增仓比-0.051% | 技术面分析 15.50 短期压力位 15.11 涨停 0次 跌停 0 次 北向资金数据 短期支撑位 17.07 中期压力位 15.11 中期支撑位 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★光头阳线★ 后市看涨 ★红三兵★ 每日收盘价上移,表示可能见底回升 | 主力资金净流出83.87万元 | | --- | | 占总成交额-2% | | 超大单净流入0.00元 | | 大单净流出83.87万元 | | 散户资金净流出98.42万 | 关联行业/概念板块 农药兽药 1.32%、体外诊断 1.09%、病毒防治 1.44%、生物疫苗 1.6 ...

Core Insights - Cidara Therapeutics, Inc. (CDTX) stock surged over 90% following the release of positive topline results from its Phase 2b NAVIGATE trial for CD388, aimed at preventing seasonal influenza in healthy unvaccinated adults aged 18 to 64 [1][6] Study Results - The NAVIGATE trial met its primary endpoint, showing statistically significant prevention efficacy (PE) across all three dose groups, with evaluations conducted over 24 weeks [2] - The highest dose group (450 mg) achieved a 76.1% prevention efficacy, while the 300 mg and 150 mg doses demonstrated 61.3% and 57.7% efficacy, respectively, all statistically significant compared to placebo [3] - Secondary endpoints were also met, including efficacy at specific temperature thresholds and maintenance of PE for up to 28 weeks [2] Safety and Tolerability - CD388 was well-tolerated across all doses, with no unexpected dose-limiting treatment-emergent adverse events reported [3][4] - No serious drug-related adverse events were observed, and injection site reaction rates were consistent across all dose groups [4] Regulatory Actions - Cidara has submitted a request to the FDA for an end of Phase 2 meeting to discuss the results and the design of the upcoming Phase 3 trial [5]

Core Viewpoint - The Chinese vaccine industry is transitioning from scale expansion to value creation, driven by national immunization strategies and WHO vaccine prioritization policies, with local companies leveraging technological innovation to enhance multi-valent vaccines and lifecycle protection strategies [1] Group 1: Product Development and Innovation - CanSino Biologics' 13-valent pneumonia vaccine PCV13i has been approved for market launch, representing a significant step in the globalization of domestic vaccines [2] - The core value of PCV13i is based on three pillars: technological breakthroughs, clinical validation, and application optimization [2] - The vaccine employs a unique dual carrier technology using a non-toxic mutant of diphtheria toxin (CRM197) and tetanus toxin (TT), enhancing immunogenicity and reducing interference with other vaccines [3] Group 2: Clinical Data and Efficacy - Clinical data shows that PCV13i significantly outperforms control groups in inducing high levels of specific antibodies against key serotypes that are prevalent in China, confirming its regional adaptability [4] - The safety profile of PCV13i is comparable to that of control vaccines, with adverse reactions primarily being mild, facilitating its commercial application [4] Group 3: Market Demand and Commercialization - The urgency for pneumonia vaccines is underscored by the high mortality rates associated with pneumonia in children under five, particularly in China, where vaccination rates are below 18% [6][8] - The global market for pneumonia vaccines is robust, with the 13-valent pneumonia vaccine consistently ranking among the top-selling vaccines, indicating significant market potential [9] Group 4: Strategic Market Positioning - PCV13i is positioned to leverage existing distribution networks and cold chain logistics established by CanSino's previous vaccine, enhancing market penetration efficiency [10] - The vaccine's production process meets EU GMP standards and is suitable for halal certification, providing a competitive edge in Southeast Asian markets [10] Group 5: Long-term Value Creation - CanSino's vaccine matrix, including products for polio and DTP, is establishing a comprehensive defense against bacterial diseases in children, aligning with international quality standards [11] - The launch of PCV13i is expected to catalyze short-term performance while the ongoing innovation in the product matrix builds long-term value, suggesting potential for re-evaluation in market valuation [12]

一、行业概况 疫苗是指为了预防、控制传染病的发生、流行，用于人体预防接种的疫苗类预防性生物制品。根据是否 纳入国家免疫规划，我国将疫苗划分为两大类，免疫规划疫苗和非免疫规划疫苗。其中，免疫规划疫苗 是指按照国家规定的免疫程序，必须接种的疫苗，也称为一类疫苗；非免疫规划疫苗则是指不在国家免 疫规划范围内的疫苗，也称为二类疫苗。 内容概要：疫苗是指为了预防、控制传染病的发生、流行，用于人体预防接种的疫苗类预防性生物制 品，是公共卫生体系的核心防线，其发展水平不仅直接关系到国民健康与社会稳定，更是衡量一个国家 生物医药产业竞争力的重要指标。近年来，在政策和技术产品双驱动、以及市场需求扩容下，我国疫苗 行业正迎来快速发展期。数据显示，2024年我国疫苗行业规模已从2015年的306.22亿元增长至1762.19亿 元，根据市场预测，至2031年国内人用疫苗产业规模有望增至3000亿元以上。 相关上市企业：科兴生物（SVA）；智飞生物（300122）；康希诺（688185）；沃森生物（300142）； 万泰生物（603392）；瑞科生物-B（02179）；三叶草生物-B（02197）；华兰生物（002007）；欧林生 ...

位于呼和浩特和林格尔新区的内蒙古万瑞生物技术有限公司车间内，国内规模最大的动物血清智能 化生产线正在高效运转。每一批动物血清产品及疫苗核心原材料都要经过理化检验、PCR检验、无菌检 验等严格流程，确保产品质量达到国际标准。 "呼和浩特优质、高效、便捷的营商环境，为企业创新发展提供沃土。我们与伊利、蒙牛旗下牧场 合作，建立原料采集点和10万匹马场血源基地。"该公司公共事务总监王震告诉记者，今年该公司研发 部立项申报多项高附加值产品项目，希望在高端动物血清制品领域有所突破。 原标题：着力打造"兽用疫苗研发生产第一城" 日前，位于内蒙古自治区呼和浩特市的金宇保灵生物药品有限公司（以下简称"金宇保灵"）正式面 向全球首发"金牛支"——牛支原体活疫苗（HB150株），这是我国在生物医药领域一次重大的技术突 破。与此同时，年产800万头份宠物疫苗智能制造生产线在呼和浩特顺利通过GMP静态验收。取得这些 突破性成果，得益于呼和浩特深入实施"科技兴蒙"战略、发挥生物医药产业集群优势的政策推动。 生物医药产业一直是呼和浩特的优势特色产业。近年来，呼和浩特以科技创新为核心驱动力，积极 引入生物医药、合成生物领域的科技型企业，充分 ...

新华社广州6月18日电（记者徐弘毅）中山大学肿瘤防治中心科研团队18日在国际学术期刊《自然》发 表一项研究成果，发现一种蛋白质分子是EB病毒感染细胞的"通用钥匙"，有望为新型EB病毒疫苗研发 提供高效靶点。 EB病毒是一种常见的人类疱疹病毒，与多种疾病密切相关，并且是鼻咽癌的主要致病因素。EB病毒主 要感染B淋巴细胞和上皮细胞，既往研究显示，EB病毒感染B淋巴细胞主要依靠两个关键受体作为"钥 匙"开门，但对EB病毒如何感染上皮细胞的原理一直不明确。 传统观点认为，EB病毒利用截然不同的受体感染这两类细胞。然而，这项由中山大学肿瘤防治中心副 主任曾木圣、实验研究部研究员钟茜团队开展的新研究发现，—种名为"R9AP"的蛋白质分子是EB病毒 能够感染这两类细胞的通用型关键受体。 "它就像一把'通用钥匙'，既能打开B淋巴细胞的门，也能打开上皮细胞的门，让EB病毒进入。"钟茜表 示。 研究团队发现，一旦通过基因沉默或敲除技术"藏起"R9AP这把钥匙，或者用衍生肽制造"假钥匙"，以 及通过抗体药物加以干扰，EB病毒就很难感染上述两类细胞。相反，如果使R9AP的水平增高，就相当 于"多配几把钥匙"，EB病毒感染就会更容易。 ...

自17位美国疾病控制与预防中心(CDC)疫苗咨询委员会(ACIP)成员在6月9日被全部解除职务以来，围绕 美国CDC疫苗咨询委员会改组的争议持续不断。 当地时间6月16日，被解除职务的17位委员在《美国医学会杂志》(JAMA)联合发文警告，这一改革将严 重削弱美国疫苗计划，并可能影响民众获得救命疫苗的机会。 过去一周，美国疫苗公司莫德纳(MRNA.O)股价下跌9.2%，诺瓦瓦克斯(NVAX.O)下跌12.4%，默沙东 (MRK.N)下跌1.4%，辉瑞(PFE.N)微涨0.1%。 ACIP是美国疾控中心下属的重要咨询机构，负责评估新疫苗的临床试验数据、副作用报告、成本效益 及公共卫生影响，其决策直接影响儿童疫苗接种计划、医保报销范围及政府采购目录。 解除ACIP原17位委员职务的决定是由美国卫生与公众服务部(HHS)新任部长罗伯特.F.肯尼迪(Robert F.Kennedy Jr.)做出的。 针对解职原因，肯尼迪称：原委员会成员与疫苗企业存在利益关系，疫苗审批流于形式，委员会从未建 议反对任何疫苗。他以1997年轮状病毒疫苗Rotashield审批事件为例，指控ACIP对疫苗审查不严，当年 该疫苗因不良反应被 ...