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A股疫苗股補跌:智飛生物(300122.SZ)一度跌超9%
格隆匯10月8日丨國慶假期間,港股疫苗股一度因“默沙東新冠口服藥物Molnupiravir”集體暴跌,A股今日為節後第一個交易日,疫苗股出現補跌行情。其中,智飛生物一度跌超9%,目前跌幅略收窄至7%以內;康希諾一度跌超11%,目前跌超9%;沃森生物一度跌近10%,目前跌超5%;康泰生物一度跌超6%,目前跌近4%;復星醫藥一度跌超6%,但目前跌幅收窄至1%以內。製藥巨頭默沙東宣佈,其與合作伙伴Ridgeback共同開發的口服抗新冠病毒試驗性藥丸(Molnupiravir)能夠降低50%住院或死亡風險。全球疫苗股集體大跌。但有分析師認為,對於疫苗來説,Molnupiravir的影響其實不大,預防性的疫苗與治療性藥物,屬於完全不同的兩個概念。疫苗仍是預防新冠肺炎最經濟、最有效的措施。美國國家過敏症和傳染病研究所所長福奇也認為這種藥物“絕對不會”替代新冠疫苗。

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