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生物疫苗板塊再度活躍!中國建全球最大新冠疫苗車間
格隆匯 06-29 10:34

近期以來,中國新冠疫苗研發工作連傳捷報,而在利好之下,生物疫苗板塊今日又雙叒叕走強了。截至發稿,康華生物衝擊漲停,海利生物、昭衍新藥皆漲超5%,賽生藥業、生物股份則漲超3%,萬泰生物等概念股則大幅跟漲。

(行情來源:同花順)

從消息面上來看,生物疫苗板塊這一次走強主要是得益於中國建全球最大新冠疫苗車間,以及沃森生物成為國內首個mRNA新冠疫苗獲批進入臨牀試驗階段等消息刺激。

具體而言,6月28日,由中國疾控中心病毒所和國藥集團中國生物北京所聯合研製的新型冠狀病毒滅活疫苗I/II期臨牀揭盲,具有較好的安全性和免疫原性。中國生物已率先建成全球最大的新冠疫苗生產車間,量產後年產能達1億劑,這也是目前全球唯一符合生物安全和GMP標準、從數量上能夠滿足緊急接種需求的新冠疫苗生產車間。

另外,沃森生物當晚發佈公告表示,公司與艾博生物合作研發的新型冠狀病毒mRNA疫苗,近日收到國家藥品監督管理局批准的藥物臨牀試驗批件,應急批准本品進行臨牀試驗。

據悉,該疫苗是中國首個獲批進入臨牀試驗階段的mRNA新型冠狀病毒疫苗,目前僅有美國、德國等少數幾個國家的新型冠狀病毒mRNA疫苗進入臨牀試驗階段。

而除上述的利好消息之外,中國科研團隊日前在美國《科學》雜誌在線發表論文説,發現了首個靶向刺突蛋白N端結構域的高效中和單克隆抗體,這為新冠藥物研發提供了新的有效靶標。

該論文還指出,目前全世界多個科研團隊針對新冠病毒的藥物設計和機理研究,聚焦在新冠病毒刺突蛋白的受體結合域。中國團隊此項研究則是通過識別刺突蛋白N端結構域的高效中和單克隆抗體,發現了N端結構域是新冠病毒刺突蛋白新的脆弱表位,這為治療性抗體和其他藥物設計提供了新的有效靶標。

基於上述,不難窺出,在上述利好消息的刺激下,生物疫苗概念股又升温了。

對此,華創證券指出,面對全球嚴峻的新冠疫情防控形勢,疫苗是防控病毒傳染最有效的手段。擁有自主知識產權的疫苗成功進入臨牀試驗,既體現我們國家科技的進步,更是對人類的貢獻,康泰生物、智飛生物、華蘭生物等擁有較強研發實力和產業化能力的疫苗公司受到多家機構關注。

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