"6400人、两个流行季的Ⅲ期临床试验数据显示，这款新疫苗对重度轮状病毒性胃肠炎 的保护效力高达85.72%。"王英说，其中针对G8型毒株引发的重症腹泻，保护效力更是达到 100%，可显著降低婴幼儿重症和住院的风险。她表示，6周龄—3岁是轮状病毒感染的高发 年龄段，新疫苗上市后，6周龄的孩子即可接种，全程完成规定剂次免疫后，预计能使我国5 岁以下儿童重症轮状病毒腹泻发病率降低80%以上。 "这款全球价次最高、流行株覆盖最广的疫苗，使用安全性更高，保护效力也更加卓 越。"12月13日，中国生物武汉生物制品研究所研制的全球首款口服六价重配轮状病毒减毒 活疫苗（Vero细胞）在汉亮相。据了解，这款疫苗已被纳入国家重大新药创新专项，为国家 1类新药，最快月底可接种。 轮状病毒不仅是导致婴幼儿重症腹泻的最重要病原体，也是全球范围内引起5岁以下儿 童腹泻死亡的首要病因。对于轮状病毒感染的防治，世卫组织倡导优先接种轮状病毒疫苗。 武汉生物制品研究所轮状病毒疫苗室主任王英介绍，新上市的六价轮状病毒疫苗从研发 到生产历时18年，采取口服方式接种，能有效预防G1、G2、G3、G4、G8、G9六种血清型 导致的婴幼儿轮状病毒腹泻， ...

每经AI快讯，据湖北发布，12月13日，中国生物武汉生物制品研究所研制的全球首款口服六价重配轮 状病毒减毒活疫苗(Vero细胞)在武汉亮相，这款新疫苗最快今年12月底就能开打。 ...

Investment Rating - The industry investment rating is maintained at "Overweight" [2][9][30] Core Views - The vaccine industry is currently facing performance pressure in 2024 and Q1 2025, with inventory turnover and accounts receivable turnover needing improvement. The industry is still in a bottoming process due to high competition and declining prices for some products. Demand is also affected by consumer fatigue and insufficient market education, leading to a supply-demand imbalance [9][30] - The industry is actively adjusting pipeline layouts, focusing on technological iteration and innovative vaccines, while increasing R&D efforts for multi-valent products. In the long term, product innovation remains the core of competitive strength, with a focus on innovation and international expansion [9][30] Summary by Sections Recent Developments - Six vaccine companies have released their semi-annual reports, with four companies showing positive revenue growth and three companies reporting positive net profit growth attributable to shareholders. The upcoming week will see a concentrated release of semi-annual reports from vaccine companies, warranting attention to their performance [4][10] Market Performance - The vaccine sector saw a 4.41% increase last week, ranking second among the pharmaceutical sub-sectors. Year-to-date, the cumulative increase in the vaccine sector has expanded to 6.79% [5][12] Company Performance - The top-performing companies in the vaccine industry last week included Olin Bio, Wantai Bio, and Kangtai Bio, while the underperformers included Kanghua Bio and Zhifei Bio [6][12] Valuation - The vaccine sector's PE (ttm) was 85.49X, up by 3.67X week-on-week, with a one-year maximum of 85.49X and a minimum of 19.57X. The PB (lf) was 2.09X, also showing a week-on-week increase [7][8] Investment Recommendations - The report emphasizes the importance of focusing on companies with strong R&D capabilities and technological advantages, recommending Kangxino for its innovation strength and Kanghua Bio for its demand stability. Attention is also drawn to the upcoming semi-annual reports and changes in inventory and accounts receivable [10][30]