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盤後暴跌45%!CureVac第一代新冠疫苗研發失利
uSMART盈立智投 06-17 18:29

作者 | 林山月 來源 | 生物探索

輝瑞和Moderna旗下兩款mRNA疫苗展現的超90%的有效率將mRNA新冠疫苗研發推向高潮,然而最近“mRNA三巨頭”中的另一位Curevac旗下新冠候選疫苗的表現卻在一定程度上爲這股mRNA熱澆了一盆冷水。

當地時間6月16日,Curevac在公司官網公佈了第一代新冠mRNA候選疫苗CVnCoV造國際關鍵 2b/3 期HERALD研究中的第二次中期分析結果,顯示這款疫苗在預防症狀性 COVID-19的有效性只有 47%。

該消息一出,Curevac的股價在盤後交易中下跌了 50% 以上,跌至 46 美元以下,公司市值已經不足90億美元。

爲什麼同樣是mRNA疫苗,Curevac的CVnCoV有效率幾乎僅爲輝瑞和Moderna疫苗的一半?從Curevac的新聞稿來看,這可能與新冠毒株的快速變異有關。

HERALD納入了歐洲和拉丁美洲共10個國家的40,000名受試者,此次中期分析對134名感染了SARS-CoV-2的受試者進行了分析,其中僅1名受試者感染了原始毒株。最終納入分析的124位感染者,經測序被確定是感染了變異毒株,毒株種類達到了驚人的13種。

57%的病例感染了當前備受人們關注的變異株,而其餘病例多與一些不明顯的變異毒株有關,如首先在祕魯發現的C.37、在哥倫比亞發現的B.1.621等等。在變異毒株混雜的背景下,研究人員發現,CVnCoV在年輕的受試者中表現出療效,而對 60 歲或 60 歲以上的參與者無效。

事實上,CVnCoV的不如人意似乎早有預兆。2020年11月,Curevac公佈了CVnCoV的1期臨牀結果,顯示疫苗誘導的中和抗體滴度與重症COVID-19康復患者相當,這樣的數據遠低於輝瑞3.84倍以及Moderna 4.13倍的水平。

CVnCoV備受矚目的原因,不僅是因爲已有兩款mRNA疫苗上市並展現出驚人的有效性,更是因爲與前兩款疫苗相比,該疫苗可在5℃環境下穩定保存並保持活性長達3個月,在室溫下保存24小時,具有無可比擬的運輸和儲存優勢。此次中期分析結果未達到預期,無疑是一種遺憾。

當然,Curevac並不打算放棄MRNA疫苗。據瞭解,該公司將繼續與葛蘭素史克合作進行第二代 COVID-19候選疫苗的研發。臨牀前數據顯示,與第一代疫苗相比,第二代疫苗在免疫原性提高方面更快,最高可達10倍。預計新一代疫苗將在今年第三季度進入臨牀,在2022 年推向市場。

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