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A股異動 | 新冠治療概念股集體上漲 輝瑞新冠特效藥MPP授權或加快出台
格隆匯 03-03 13:58
格隆匯3月3日丨 新冠治療概念股集體上漲,誠達藥業漲停,拓新藥業、邁威生物-U漲13%,君實生物-U、舒泰神漲8%,海辰藥業、廣生堂漲4%,新天藥業、之江生物、西隴科學、翰宇藥業、前沿生物-U漲3%。消息面上,相關研究機構近日表示,輝瑞通過MPP(日內瓦藥品專利池組織)授權仿製藥生產企業名單,有望加快落地。輝瑞已經通過該組織授權95個國家生產Paxlovid仿製藥,考慮到95個MPP成員國人口已超過全球總人口的一半,市場需求巨大,其最終授權名單有望近期公吿落地。民生證券表示,1月份MPP組織授權27家企業生產默沙東新冠口服藥Molnupiravir的權益,被授權企業可以在105箇中低收入國家(不包括中國)銷售Molnupiravir的仿製藥。在MPP授權輝瑞新冠特效藥仿製生產的推動下,上游中間體產業鏈即將迎來巨大需求量和利潤彈性。

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