生物疫苗板塊走高 新冠病毒疫苗即將進入兑現期
格隆匯10月13日丨生物疫苗板塊走高,瑞普生物漲超9%,賽升藥業漲超3%,復星醫藥、安圖生物、萬泰生物、智飛生物等紛紛上漲。中泰證券指出,新冠病毒疫苗即將進入兑現期,研發進展快、有產能、成本低的企業更容易最早兑現收入和利潤。如果新冠病毒疫苗能夠成功研發並順利實現產業化,將為民眾提供新型冠狀病毒免疫選擇,同時為國家疾病預防控制貢獻力量。長期來看,2020年起重磅爆款國產13價肺炎疫苗、2價HPV疫苗逐步上市,疫苗認知度持續提升,推動行業繼續保持較快增長。

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