新冠疫苗概念受壓 三葉草瀉25%破底 騰盛、石藥、中生、開拓跌4%至6%
內地新冠疫情持續,惟在全球多國開始轉向「共存」策略及開放邊境後,疫苗需求下降。加上早前外電報道指中國或改變只用國產疫苗的立場,考慮引進「復必泰」mRNA疫苗。本港上市的新冠疫苗概念股普遍受壓。三葉草生物-B(02197.HK)五連跌,今早高開2.3%報5.32元後轉勢下滑,午後跌幅擴大,最多跌25%,低見3.9元屢創上市低,現報4元,跌23.1%,成交796.8萬股,涉3,491萬元。另康希諾生物-B(06185.HK)四連跌,現跌2.6%,報73.8元創逾兩年低。開拓藥業-B(09939.HK)現跌6.3%,報20.9元。騰盛博藥-B(02137.HK)跌4.7%,報7.27元創上市低。
石藥(01093.HK)現跌4.7%,報7.75元創近兩個月低;石藥上月初宣佈,針對新冠變異病毒株自主研發mRNA疫苗獲準於內地開展臨牀研究。代理大中華區「復必泰」疫苗的復星醫藥(02196.HK)先跌後穩。另由母企國藥集團提供新冠疫苗的國藥控股(01099.HK)亦跌1.7%。
中生製藥(01177.HK)曾跌4.6%,低見3.71元平3月15日所創逾兩年低,現報3.73元,跌4.1%,中生持有北京科興中維生物技術15.03%股權。瑞銀近日發表報告,降其目標價由11.6元下調至8元,以反映公司的最新銷售增長放緩指引,以及來自合資公司利潤減少和研究費用增加,但仍看好其廣泛的產品管線和研發能力,予評級「買入」。
歌禮-B(01672.HK)逆市升1.4%,報3.72元,其4月中旬公佈,其口服小分子候選藥物ASC11(3CLpro抑制劑)有望成爲治療新冠肺炎的有效藥物;並預期在今年下半年提交ASC11臨牀試驗申請,年底前完成在健康受試者中的I期臨牀試驗。
主要CXO醫藥股亦下滑,昭衍新藥(06127.HK)跌2.7%,藥明生物(02269.HK)、藥明康德(02359.HK)及泰格醫藥(03347.HK)跌4.5%至6.4%,方達控股(01521.HK)則微升0.4%。
此外,內地新冠疫苗概念股智飛生物(300122.SZ)及康泰生物(300601.SZ)各收跌逾2%、沃森生物(300142.SZ)跌4.7%。
港股現跌800點或逾3.8%,報19,992點。
全球最大疫苗製造商、兼發展中國家新冠疫苗核心供應商印度血清研究所(Serum)4月下旬指,在全球新冠疫苗供過於求下,該所疫苗庫存高達2億劑,已停止生產新一批次疫苗。過去一年全球疫苗大廠爭相投資於新冠疫苗量產,當大部分國家完成爲民衆接種兩劑疫苗時,部分疫苗商纔剛剛推出疫苗。全球多個國家改行「與病毒共存」策略,亦減慢了接種疫苗的迫切性。
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