超重磅!抗体阳转率100%!全球首个新冠疫苗揭盲,这些相关受益股值得关注!
16日,国药中国生物武汉生物制品研究所研制的新冠病毒灭活疫苗Ⅰ/Ⅱ期临床试验盲态审核暨阶段性揭盲在北京、河南两地同步举行。
结果显示,疫苗接种后安全性好、无一严重不良反应、不同程序、剂量接种后,疫苗组接种者均产生高滴度抗体、0,28天程序接种两剂后中和抗体阳转率达100%。

(图源:新浪微博)
据国药集团官上月31日发布消息,国药集团旗下北京生物和武汉生物分别建设疫苗生产车间。其中,北京生物已于4月15日完成车间建设,武汉生物新冠灭活疫苗车间建设预计将在本月底或7月初完成。
中国生物两个研究所建成后,合计年产能将可达2亿剂以上,能充分保证新冠灭活疫苗可及性。
按照一般规律,疫苗临床试验一般分为三期, 完成三期临床试验再到最后的上市,预计最快的时间为今年底或明年初。
目前国内新冠疫苗研发共分五条路线,包括灭活疫苗、腺病毒载体疫苗、重组蛋白疫苗、减毒流感病毒载体疫苗以及核酸疫苗。
钟南山院士本月6日提到,新冠疫苗最早在今年秋天或年底可作为应急使用,中国大陆已有6种疫苗在临床试验。在新冠疫苗研发方面,中国公司拥有全球最多数量,而武汉生物制品研究所的疫苗亦是全球首个揭盲的疫苗。
与武汉生物制品研究所有关的概念股,将有望在明早获得市场集中关注。
据天眼查,武汉生物制品研究所有限责任公司由中国生物技术股份有限公司(中国生物)全资持股,而中国生物的大股东为国药集团,持股比例为95%。国药集团旗下有现代制药(600420.SH)、国药股份(600511.SH)等多家上市公司。
除此之外,武汉生物制品研究所还持有A股上市公司卫光生物(002880.SZ)7.25%的股权;
中国生物技术则持有A股公司天坛生物(600161.SH)49.96%的股权。
港股上市公司国药控股(1099.HK)则是国药集团药业股份的控股股东。
故武汉生物制品研究所有股权关系的相关概念股主要有以上五家上市公司。
而其他涉及研发新冠疫苗的上市公司还包括:
康泰生物、华兰生物等本身在研究新冠疫苗的公司;
复星医药3月份称复星医药产业已获得BioNTech授权独家开发、商业化基于其mRNA技术平台研发的针对COVID-19的疫苗产品,BioNTech计划在获得监管批准后,从4月底起开展全球临床试验;
冠昊生物则与美国参股公司合作开展新型肺炎冠状病毒mRNA疫苗的研究和临床项目,ZY的专利多糖载体通过改造可以解决mRNA疫苗传送、储存送输等挑战。

(图源:兴业证券研报)
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