行业概览 2025/08 行业概览 | 2025/08 蚊媒病毒感染防治 www.leadleo.com 蚊媒病毒感染防治行业跟踪： 从基孔肯雅热疫情蔓延看公共卫生事 件应对方案 Mosquito-borne virus infection prevention and control industry tracking 蚊媒介ウイルス感染症の予防と対策に関する業界動向の追跡 报告标签：蚊媒病毒、登革热、基孔肯雅热 主笔人：荆婧 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性 文件（在报告中另行标明出处者除外）。 ，任何人不得以任何方式擅自 复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院 "或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构，也未授权或聘用其他任何 第三方代表头豹研究院开展商业活动。 www.leadleo.com 400-072-5588 #B20000 #D9D9D9 #573F3F #705252 ...

Group 1 - The core issue is the outbreak of Chikungunya virus in China, specifically in Guangdong province, attributed to mosquitoes, with no effective treatment available [1][2] - The United States had developed a vaccine for Chikungunya virus five months prior to the outbreak in China [3] - The Federal Reserve's decision to maintain interest rates in the range of 4.25% to 4.5% has led to significant changes in global capital markets, causing a capital harvesting effect in emerging markets [1][5] Group 2 - The Federal Reserve's choice to keep interest rates unchanged was unexpected, as the market anticipated a quick rate cut due to high rates [5] - The combination of the Federal Reserve's monetary policy and the biological threat posed by the virus is influencing the direction of China-U.S. trade relations [4]

Company Overview - Valneva SE Sponsored ADR (VALN) shares increased by 17.4% to $7.32 in the last trading session, with a notable trading volume that exceeded the average [1] - The stock has gained 11.3% over the past four weeks, indicating a positive trend [1] Market Sentiment - The rise in VALN shares is attributed to positive market sentiment driven by recent regulatory successes and strong momentum in the biotech sector [2] - Investor confidence was bolstered by the European Medicines Agency (EMA) lifting age-based restrictions on Valneva's chikungunya vaccine, reflecting increasing regulatory support [2] Financial Expectations - Valneva is projected to report a quarterly loss of $0.27 per share, which is a year-over-year improvement of 27% [3] - Expected revenues for the upcoming quarter are $55.89 million, representing a 36.4% increase compared to the same quarter last year [3] Earnings Estimates - The consensus EPS estimate for Valneva has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] - The stock's price typically does not continue to rise without trends in earnings estimate revisions, indicating the importance of monitoring future earnings updates [4] Industry Context - Valneva is categorized within the Zacks Medical - Products industry, which includes other companies like GE HealthCare Technologies (GEHC) [5] - GEHC shares increased by 1% to $77.25, with a 6.3% return over the past month, indicating a positive trend in the same industry [5] GE HealthCare Overview - GE HealthCare's consensus EPS estimate for the upcoming report is $0.91, reflecting a 9% decrease from the previous year [6] - GE HealthCare also holds a Zacks Rank of 3 (Hold), similar to Valneva [6]

Core Viewpoint - The FDA and CDC have recommended that individuals aged 60 and above pause the administration of the chikungunya vaccine [1] Group 1 - The recommendation affects a specific demographic, indicating potential implications for public health and vaccine distribution strategies [1]

Core Viewpoint - A senior advisor to the U.S. Secretary of Health is questioning the recommendations made by an external expert panel regarding three vaccines aimed at preventing respiratory syncytial virus, meningitis, and chikungunya [1] Group 1 - The CDC's advisory panel has made recommendations for the use of separate vaccines, which, if adopted, would serve as guidelines for healthcare practitioners [1] - Dr. William "Reyn" Archer III, who has been critical of vaccines on social media, is now serving as an advisor in the Department of Health and Human Services overseeing the CDC [1] - The Department of Health and Human Services does not require the CDC to adopt the advisory panel's recommendations [1]