智通财经APP获悉，周三，Moderna(MRNA.US)股价走高，截至发稿，该股涨超6.7%，报29.17美元。消 息面上，美国疾病控制与预防中心(CDC)公布最新成人与儿童免疫接种计划，首次将新冠疫苗纳入"个 体化决策"模式，并建议幼儿单独接种水痘疫苗，而非与麻疹、腮腺炎及风疹疫苗联合接种。CDC代理 主任兼卫生与公共服务部副部长Jim O'Neill表示，新政策"让知情同意重回医疗实践"。他指出，2022年 的普遍接种建议抑制了医生与患者讨论疫苗风险与收益的空间。新规强调，65岁以下群体中仅高风险人 群的新冠疫苗收益更大，低风险者可与医生共同决定是否接种。 ...

Core Viewpoint - The Trump administration's health officials plan to present claims linking COVID-19 vaccines to 25 child deaths to a key vaccine advisory committee, impacting biotech stocks negatively [1] Group 1: Impact on Biotech Stocks - Following the news, U.S. biotech stocks experienced significant declines, with BioNTech down 7.26%, Pfizer down 3.98%, Moderna down 7.40%, and Novavax down 3.62% [1] - Citigroup highlighted the volatility risk for biotech companies due to the news, emphasizing the robust research supporting COVID-19 vaccines and billions of doses administered [1] Group 2: Company Ratings by Citigroup - **BioNTech**: Rated "Buy" with a target price of $140, but considered "high risk" due to typical volatility in biotech stocks and uncertainties in clinical trials [3] - **Moderna**: Rated "Neutral" with a target price of $30, also deemed "high risk" with potential down risks related to market stability and product effectiveness [4] - **Novavax**: Rated "Sell" with a target price of $6, facing risks but with potential upside if the COVID-19 vaccine market recovers unexpectedly [5] - **Pfizer**: Target price set at $26, with both upside and downside risks related to new drug sales and competitive pressures [6]

智通财经APP获悉，周五，辉瑞(PFE.US)与Moderna(MRNA.US)股价双双下挫，此前有报道称，特朗普 政府卫生官员计划在下周向美国疾病控制与预防中心(CDC)下属的一个关键疫苗咨询委员会，提出新冠 疫苗与25名儿童死亡案例相关的主张。 外媒援引消息人士称，这一指控将包含在下周提交的演示文稿中。免疫实践咨询委员会(ACIP)负责审查 疫苗接种数据，并提出接种建议，涵盖疫苗的可及性、接种资格以及保险公司是否应予覆盖等方面，其 决定对疫苗政策制定具有重要影响。不过，报道同时指出，这份演示文稿尚未最终敲定。 据报道，特朗普政府的指控似乎基于VAERS提交的数据。VAERS是一个由FDA授权监测疫苗安全性的 系统，收录来自患者、医生和药剂师的自我报告。然而，这些报告未经验证，只有在经过科学家和公共 卫生官员深入调查后，才能确定疫苗是否确实导致或促成了某一不良事件。 上周，美国食品药品监督管理局（FDA）局长Marty Makary在接受采访时表示，FDA正在"深入调查"新 冠疫苗是否与儿童死亡相关。他未提供具体数据，但承认已在安全监测数据库中发现相关自我报告案 例。 美国卫生与公众服务部(HHS)发言人在 ...

美东时间12日周五，媒体爆出，特朗普政府将多名儿童死亡的原因与注射新冠疫苗挂钩，并考虑限制疫苗接种范围。 上述消息引发投资者关注，市场担忧情绪迅速蔓延至整个生物科技板块，投资者密切关注政策变化对疫苗行业的潜在冲 击。美国上市的生物科技股全线重挫。 美股午盘之初，纳斯达克生物科技指数的盘中跌幅扩大至1.5%。该指数的成分股中，研发新冠疫苗的德国企业BioNTech 领跌，盘中曾跌超10%。其新冠疫苗竞品研发公司莫德纳（Moderna）跌超7%。 其他成分股中，Trevi Therapeutics跌近9%，Sutro Biopharma跌8.5%，Precigen、Arcturus Therapeutics Holdings Inc.、 Tarsus、Travere Therapeutics、Personalis、Arbutus Biopharma、KalVista Pharmaceuticals跌7.49%-5.27%紧随其后。 另一研发新冠疫苗的生物科技公司Novavax盘中跌超4%。BioNTech的新冠疫苗研发合作方——辉瑞跌幅相对较小，午盘 跌超3%。 美国卫生与公众服务部（HHS）尚未回应其他媒体的置 ...

格隆汇9月12日｜Moderna(MRNA.US)、辉瑞(PFE.US)、BioNTech SE(BNTX.US)短线下挫，跌至盘中低 点。消息面上，华盛顿邮报称，美国总统特朗普政府官员将把25名儿童死亡事件与新冠疫苗联系起来。 ...

Core Points - The National Immunization Program Expert Advisory Committee has been officially disclosed for the first time since its establishment in 2017, consisting of 30 experts from various fields [1][2] - The committee's role is to ensure independent decision-making based on scientific evidence regarding vaccine safety and efficacy, balancing fiscal and supply-demand considerations [1][2] - The new committee includes an increase of 2 members compared to the previous one, with Wang Junzhi as the chairperson, who has significant experience in vaccine research [2][4] Group 1 - The committee's members come from diverse fields such as epidemiology, microbiology, clinical medicine, health policy, and immunology [2][6] - The committee has previously approved and rejected various vaccination programs based on evidence, indicating a systematic decision-making process [1][2] - The new committee aims to enhance transparency, as this is the first time the member list and working regulations have been publicly shared [2][6] Group 2 - The committee's establishment is seen as a potential opportunity to update the national immunization program, which has not included new vaccines for several years [6][9] - There is a discussion on adjusting the funding model for the immunization program to reduce reliance on government finances, especially in light of declining birth rates [6] - The WHO recommends 10 vaccines for national immunization programs, of which China has not included four, highlighting a gap in vaccine coverage compared to developed countries [7][8]

Core Insights - The biopharmaceutical industry is currently experiencing four major patterns that open new development spaces for the entire sector [1] - The pandemic has accelerated the application of biotechnology, creating significant health market demand [1] - The integration of biotechnology with AI technology is reshaping health demands and releasing substantial growth opportunities [1] - China's biopharmaceutical industry is focusing on global strategies, leveraging its 1.4 billion domestic market to expand internationally [1] Group 1 - The four major patterns identified by the company include the pandemic's impact, technological integration, industry challenges, and the need for global strategies [1] - The company aims to provide "global solutions" for human health by offering the best services and technology products, meeting new health demands, and ensuring high-quality standards [1] Group 2 - The event marked the first external activity since the opening of the Kexing Laifucheng Park, highlighting its significance as a key project in Beijing [2] - The company proposed four initiatives to enhance collaboration with supply chain partners, focusing on breaking boundaries, innovation, upgrading cooperation, and maintaining high quality [2] - The company has achieved significant results through collaboration, including the application of advanced technologies in various products and successful international market expansion [2]

Core Viewpoint - The 2025 Supply Chain Ecological Conference hosted by Beijing Kexing Holdings Group aims to foster collaboration and innovation within the biopharmaceutical industry, highlighting the potential opportunities amidst uncertainties in the sector [1][2] Group 1: Industry Insights - The biopharmaceutical industry is currently characterized by four major patterns that open new development spaces for the sector [1] - The true path for China's biopharmaceutical industry is to provide "global solutions" for human health, focusing on high-quality standards, affordability, and accessibility [1] Group 2: Company Initiatives - Kexing Group has achieved significant innovations in collaboration with partners, including the application of cell factories and disposable systems in various products such as hepatitis A, IPV, and COVID-19 vaccines [2] - The company has also responded to WHO pre-certification requirements by being among the first in China to apply the PUPSIT system for product sterilization filtration [2] - Kexing Group has successfully expanded into international markets, exemplified by its partnership in Turkey, where it supplies syringes and packaging equipment alongside its vaccines [2] Group 3: Conference Highlights - The conference featured 14 companies showcasing cutting-edge products and innovations in areas such as biological raw materials, laboratory equipment, and quality control solutions [2]

Core Points - The dismissal of CDC Director Susan Monarez and the resignation of several senior CDC officials highlight a growing tension between scientific guidance and political influence in U.S. public health policy [1][2][3] - The adjustments to vaccine policies under HHS Secretary Robert F. Kennedy Jr. have raised concerns about public health risks, particularly for young people and pregnant women [2][3][6] - The CDC is facing significant budget cuts and staff reductions, which may impair its ability to respond to public health challenges [4][5] Group 1: Dismissal and Resignations - Susan Monarez was dismissed shortly after being appointed, with claims that she did not align with the Trump administration's health agenda [2][5] - Four senior CDC officials resigned due to disagreements over vaccine policies and the perceived politicization of public health [1][3][4] - The resignations are seen as a response to the rise of misinformation regarding vaccines and attacks on scientific integrity [3][6] Group 2: Vaccine Policy Changes - Robert F. Kennedy Jr. has made significant changes to vaccine recommendations, including the withdrawal of federal guidance for COVID-19 vaccinations for pregnant women and healthy children [2][6] - The CDC's current vaccine recommendations are criticized for potentially endangering public health, particularly among vulnerable populations [3][6] - Kennedy's administration plans to investigate the alleged link between vaccines and autism, which has been widely discredited [7] Group 3: Budget Cuts and Organizational Changes - The White House is proposing a budget cut of nearly $3.6 billion for the CDC, reducing its overall budget to approximately $4 billion by 2026 [4] - A layoff plan announced by Kennedy earlier this year resulted in the reduction of about 2,400 CDC employees, although some were later rehired [4] - The ongoing budget cuts and restructuring efforts are expected to hinder the CDC's capacity to address public health issues effectively [5]

Core Points - The U.S. Department of Health and Human Services has announced the revocation of the emergency use authorization for COVID-19 vaccines, tightening restrictions on Pfizer's vaccine [1] - Moderna's vaccine remains available for children aged 6 months and older, while Pfizer's vaccine is limited to individuals aged 5 and above, and Novavax's vaccine is restricted to those aged 12 and older [1] - The FDA has approved Pfizer's supplemental biologics license application for its vaccine, Comirnaty, specifically for individuals aged 65 and older and those aged 5 to 64 with underlying health conditions [1] Market Reaction - The market response was muted, with Moderna rising by 1.5%, Pfizer increasing by 0.6%, and Novavax gaining 1.07% [2] - The healthcare sector ETF, primarily composed of Pfizer, saw a slight increase [2]