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三葉草生物-B(02197.HK)四價季節性流感疫苗將商業化 料明年起貢獻有意義增長
阿思達克 07-11 08:39
三葉草生物-B(02197.HK)公布商業化和研發管線的最新進展,當中四價季節性流感疫苗即將商業化,國光生技今年首季開始生產AdimFlu-S(QIS),預計將於第三季進口到中國並進行後續批簽發檢測。從今年開始,預計其銷售額將幫助增加公司的收益,並在2024年及以後貢獻有意義的增長。 有關新冠疫苗商業化方面,公司認為由於不斷變化的形勢和2023年至今中國及全球其他國家採購對新冠疫苗的總體需求較低,預計2023年新冠疫苗銷售不會貢獻顯著的營收。上半年公司分別在東南亞和拉丁美洲的兩個國家完成了新冠疫苗的註冊提交。監管機構的審查正在進行中,迄今為止,公司尚未收到任何關於補充信息或缺陷項的通知。以獲得監管部門的批准為前提,目前與一個國家的雙邊交易討論仍在繼續。 公司專注於打造領先的呼吸道疫苗產品組合,以解決在預防嚴重的呼吸道感染疾病領域未被滿足的需求,同時把握相關重要的交叉推廣、聯合配給和長期生命周期管理機會。優先考慮的呼吸道疫苗產品包括季節性流感疫苗、新冠疫苗、呼吸道合胞病毒(RSV)疫苗和肺炎球菌結合疫苗(PCV)。 此外,呼吸道合胞病毒候選疫苗(SCB-1019)是三葉草生物的RSV候選疫苗,公司預計其將成為首批RSVPreF疫苗進入人體臨床試驗的中國疫苗公司之一,並計劃在下半年披露更多臨床前數據和開發計劃。 公司還透露預計今年至少會有一項額外的許可協議,以擴充其中後期管線(II期臨床、III期臨床或商業化階段)。優先考慮的領域包括PCV和兒童疫苗(如腸道病毒A71[EV71]和兒童聯合疫苗);公司正在開發新一代針對XBB.1.5變異株的新冠疫苗,開發計劃在下半年完成。
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