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復星醫藥(2196.HK)暴跌25% 美國宣佈放棄mRNA新冠疫苗知識產權
格隆匯 05-06 11:37
格隆匯5月6日丨此前南非和印度向世貿組織要求美國放棄疫苗相關專利。美當地時間5月5日,拜登政府改變之前態度,表示美國將支持放棄相關專利。消息出來後,港A美三地市場的疫苗股全線下跌。其中,港股市場的復星醫藥(2196.HK)反應最大,盤中一度跌25.87%,A股封死跌停板,因復星醫藥主要覆蓋的就是mRNA疫苗(復興是獲德國BioNTech授權獨家開發、商業化基於其專有的mRNA 技術平台研發的、針對新型冠狀病毒的疫苗產品)。不過,有機構指出,mRNA疫苗的核心壁壘之一在於遞送系統,即使此次專利放棄最終實現,也只會是對mRNA序列專利的放棄,影響有限。此外,mRNA生產技術仍具有壁壘,短期內難以被其他藥企完全掌握。

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