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投资者看好辉瑞新药,搅动全球抗疫市场格局

投资者看好辉瑞新药,搅动全球抗疫市场格局

麦甘云(Grady McGregor) 2021年11月10日
辉瑞表示,新药对新冠肺炎有“压倒性疗效”,因此将停止招募新患者参与试验,不久将向美国监管机构提交数据。

11月8日,美国制药巨头辉瑞(Pfizer)发布重磅消息,称旗下名为Paxlovid的抗病毒新药可以将新冠肺炎患者的住院或死亡风险降低89%,亚洲疫苗生产商的股价应声下跌。

中国疫苗生产商康希诺生物的股价于11月8日在香港收盘暴跌17%。康希诺的单针接种新冠疫苗采用与美国疫苗生产商强生(Johnson & Johnson)类似的技术,目前正在9个国家分销,主要面向亚洲和南美州。

中国制药公司药明生物为英国疫苗巨头阿斯利康(AstraZeneca)生产原料药,股价在香港下跌近9%。

新冠疫苗目前是市场上用于预防新冠肺炎患者病重住院和死亡的主要手段,而投资者似乎认为,推出高效治疗方案或将会减少全球对新冠疫苗的部分需求。

医生表示,虽然抗病毒药物带来有希望的治疗方案,但应该作为疫苗的补充,而不是替代疫苗。美国卫生部部长维韦克·穆尔蒂博士于11月7日在接受美国广播公司新闻网(ABC News)采访时指出:“治疗性药物不能替代疫苗,接种疫苗依然必须是[美国抗疫]策略的核心。”

在11月5日的新闻稿中,辉瑞表示,研究证明辉瑞的新药对新冠肺炎有“压倒性疗效”,因此将停止招募新患者参与试验,不久将向美国监管机构提交数据。

辉瑞的首席执行官艾伯乐(Albert Bourla)在声明中称:“今天的新闻将真正搅动全球抗疫市场的格局。如果得到监管机构的批准或授权,[辉瑞的新冠特效药]有可能挽救患者的生命,降低感染的严重程度,最高减少90%的住院风险。”

由于抗疫新药捷报频传,投资者似乎对疫苗尚未获批的公司格外警惕。

三叶草生物制药是一家中国公司,计划在未来几个月推出一种重组蛋白疫苗,11月5日刚在港交所上市,但11月8日就大跌29%。在东京,正在研发重组蛋白疫苗的盐野义制药株式会社(Shionogi & Co.)的股价于11月8日下跌6%,这是该公司自新冠肺炎疫情开始以来最大的单日跌幅。

但其他疫苗生产商的表现稍好一些。

复星医药是辉瑞和BioNTech在中国市场的新冠疫苗分销商,11月8日在香港开市后不久下跌9%,到收盘时又几乎回到开盘价。在印度证券交易所,新冠疫苗生产商Bharat Biotech的股价于11月8日上午下跌8%,随后又挽回损失。

目前尚不清楚辉瑞的声明是否会导致欧美市场出现类似的抛售,但投资者对辉瑞的抗病毒新药寄予厚望。辉瑞消息一出,其股价于11月5日在纽约飙升11%。

就在辉瑞公布新药消息的前一周,英国成为世界上首个批准使用抗病毒药物治疗新冠肺炎的国家。英国批准的这款药物名为莫努匹韦,由美国药企默沙东(Merck)和Ridgeback Biotherapeutics共同研发。以上公司在10月报告称,这款药物能够将新冠肺炎患者住院或死亡的风险降低一半。应该在患者确诊新冠肺炎后尽快给其服用辉瑞和默沙东的新药,防止感染恶化。

利兹大学医学院(School of Medicine at the University of Leeds)的副教授斯蒂芬·格里芬博士对科学媒介中心(Science Media Centre)说:“抗病毒新药的成功可能标志着预防新冠病毒感染严重后果的新时代。”(财富中文网)

译者:Transn

11月8日,美国制药巨头辉瑞(Pfizer)发布重磅消息,称旗下名为Paxlovid的抗病毒新药可以将新冠肺炎患者的住院或死亡风险降低89%,亚洲疫苗生产商的股价应声下跌。

中国疫苗生产商康希诺生物的股价于11月8日在香港收盘暴跌17%。康希诺的单针接种新冠疫苗采用与美国疫苗生产商强生(Johnson & Johnson)类似的技术,目前正在9个国家分销,主要面向亚洲和南美州。

中国制药公司药明生物为英国疫苗巨头阿斯利康(AstraZeneca)生产原料药,股价在香港下跌近9%。

新冠疫苗目前是市场上用于预防新冠肺炎患者病重住院和死亡的主要手段,而投资者似乎认为,推出高效治疗方案或将会减少全球对新冠疫苗的部分需求。

医生表示,虽然抗病毒药物带来有希望的治疗方案,但应该作为疫苗的补充,而不是替代疫苗。美国卫生部部长维韦克·穆尔蒂博士于11月7日在接受美国广播公司新闻网(ABC News)采访时指出:“治疗性药物不能替代疫苗,接种疫苗依然必须是[美国抗疫]策略的核心。”

在11月5日的新闻稿中,辉瑞表示,研究证明辉瑞的新药对新冠肺炎有“压倒性疗效”,因此将停止招募新患者参与试验,不久将向美国监管机构提交数据。

辉瑞的首席执行官艾伯乐(Albert Bourla)在声明中称:“今天的新闻将真正搅动全球抗疫市场的格局。如果得到监管机构的批准或授权,[辉瑞的新冠特效药]有可能挽救患者的生命,降低感染的严重程度,最高减少90%的住院风险。”

由于抗疫新药捷报频传,投资者似乎对疫苗尚未获批的公司格外警惕。

三叶草生物制药是一家中国公司,计划在未来几个月推出一种重组蛋白疫苗,11月5日刚在港交所上市,但11月8日就大跌29%。在东京,正在研发重组蛋白疫苗的盐野义制药株式会社(Shionogi & Co.)的股价于11月8日下跌6%,这是该公司自新冠肺炎疫情开始以来最大的单日跌幅。

但其他疫苗生产商的表现稍好一些。

复星医药是辉瑞和BioNTech在中国市场的新冠疫苗分销商,11月8日在香港开市后不久下跌9%,到收盘时又几乎回到开盘价。在印度证券交易所,新冠疫苗生产商Bharat Biotech的股价于11月8日上午下跌8%,随后又挽回损失。

目前尚不清楚辉瑞的声明是否会导致欧美市场出现类似的抛售,但投资者对辉瑞的抗病毒新药寄予厚望。辉瑞消息一出,其股价于11月5日在纽约飙升11%。

就在辉瑞公布新药消息的前一周,英国成为世界上首个批准使用抗病毒药物治疗新冠肺炎的国家。英国批准的这款药物名为莫努匹韦,由美国药企默沙东(Merck)和Ridgeback Biotherapeutics共同研发。以上公司在10月报告称,这款药物能够将新冠肺炎患者住院或死亡的风险降低一半。应该在患者确诊新冠肺炎后尽快给其服用辉瑞和默沙东的新药,防止感染恶化。

利兹大学医学院(School of Medicine at the University of Leeds)的副教授斯蒂芬·格里芬博士对科学媒介中心(Science Media Centre)说:“抗病毒新药的成功可能标志着预防新冠病毒感染严重后果的新时代。”(财富中文网)

译者:Transn

On November 8, stocks of vaccine makers in Asia fell in the wake of U.S. pharmaceutical giant Pfizer’s announcement that its new antiviral pill called Paxlovid is 89% effective in reducing risk of hospitalization or death from COVID-19.

The share price for Chinese vaccine maker Cansino Biologics dropped 17% in Hong Kong by closing bell on November 8. Cansino's one-shot viral vector vaccine, based on similar technology as U.S. vaccine maker Johnson & Johnson, is being distributed in nine countries, largely in Asia and South America.

Chinese pharmaceutical firm WuXi Biologics, which makes ingredients for British vaccine giant AstraZeneca, fell by nearly 9% in Hong Kong.

Investors appear to believe that the introduction of highly effective treatment options may reduce some global demand for COVID-19 vaccines, which are currently the main proven tools on the market to prevent hospitalizations and deaths related to the virus.

Doctors say that while antiviral pills provide promising treatment options, they should be considered as supplements to vaccines rather than alternatives. “Getting vaccinated still must be at the heart of [the U.S.’s COVID-19] strategy, as a therapeutic pill is not a substitute for getting vaccinated,” Dr. Vivek Murthy, the U.S. surgeon general, told ABC News on November 7.

In its November 5 press release, Pfizer said its study demonstrated such “overwhelming efficacy” against COVID-19 that it would cease enrolling new patients in its trial and submit data soon to U.S. regulators.

“Today’s news is a real game-changer in the global efforts to halt the devastation of this pandemic,” Pfizer CEO Albert Bourla said in the announcement. “If approved or authorized by regulatory authorities, [Pfizer’s COVID-19 pill] has the potential to save patients’ lives, reduce the severity of COVID-19 infections, and eliminate up to nine out of 10 hospitalizations.”

Amid the positive antiviral news, investors appeared particularly wary of one company whose vaccine has not been approved yet.

Clover Biopharmaceuticals, a Chinese firm that plans to roll out a protein-based jab in coming months and debuted on November 5 on the Hong Kong stock exchange, saw its share price fall by 29% on November 8. In Tokyo, shares of pharmaceutical firm Shionogi & Co., which is developing a protein-based COVID-19 vaccine, dropped 6% on November 8, which represents the firm's largest single-day decline since the beginning of the pandemic.

But other vaccine makers fared slightly better.

The share price for Fosun Pharma, the distributor of Pfizer's and BioNTech's COVID-19 vaccine in the Chinese market, dropped by 9% shortly after trading began in Hong Kong on November 8 before nearly recovering to its opening price by closing bell. On the Indian stock exchange, shares for COVID-19 vaccine maker Bharat Biotech dipped 8% on November 8 morning before clawing back the losses.

It is unclear whether Pfizer's announcement will lead to similar selloffs in European and U.S. markets, but investors are salivating over Pfizer's new antiviral pill. Pfizer's stock price surged 11% in New York on November 5 immediately after its announcement.

Pfizer’s news comes just one week after the U.K. became the first country in the world to approve an antiviral pill for use against COVID-19. The U.K. approved molnupiravir, a pill jointly developed by U.S. pharmaceutical firms Merck and Ridgeback Biotherapeutics. The companies reported in October that the pill cut the risk of hospitalization or death by 50% for COVID-19 patients. The Pfizer and Merck pills are given to patients as soon as possible after a COVID-19 diagnosis to prevent an infection from getting worse.

“The success of these antivirals potentially marks a new era in our ability to prevent the severe consequences of SARS-CoV2 infection,” Dr. Stephen Griffin, associate professor in the School of Medicine at the University of Leeds, told the Science Media Centre.

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