《大行報告》瑞銀:無藥企可直接受惠武漢肺炎事件 料間接提振疫苗及身體檢查等行業
瑞銀發表報告表示,就內地城市武漢上月起發生新型冠狀病毒感染肺炎,武漢人口達1,100萬,屬湖北省省會,據內地衛計委至1月20日數據,新型冠狀病毒感染的肺炎病例達201宗。據武漢肺炎個案的死亡率為1.5%,對比沙士(2002年至2003年)死亡率為9.2%,但今次新型冠狀病毒與上次沙士相似,但無論如何,該行看到中國政府今次與公眾溝通上具更多的透明度。
該行指,就今次新型冠狀病毒目前尚未有任何藥物,證實可以預防或根治,目前主要是減輕病人的症狀如減少發熱及輸送氧氣。該行相信暫時沒有任何一間中資醫藥企業,可因新型冠狀病毒受而直接受惠,但無論如何,今次事件勢必提高中國民眾對健康醫療的意識,間接提振疫苗、身體檢查等行業。
瑞銀表示,內地今次發生新型冠狀病毒感染肺炎,對內地醫藥行業潛在帶來機會,觀察到民眾主動購買口罩,部份民眾更傾向選擇更長時間留在家中,避免到人多的地方及減少出遊計劃。但該行關注內地春運將令大量人口流轉,或會導致新型冠狀病毒感染肺炎潛在擴散,將密切關注相關情況。
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