新冠疫情升溫相關藥股炒起 石藥(01093.HK)君實(01877.HK)先聲藥業(02096.HK)騰盛博藥(02137.HK)各升逾一成
亞洲部分國家及地區近期新冠疫情升溫,據《日經亞洲》報道,包括中國和新加坡在內的國家已經報告了數十萬例新冠病例,僅泰國就錄得最少46宗死亡個案。中國疾控中心研究員安志杰在5月20日的記者會上指出,一些國家和地區的新冠肺炎病例增加,但病情嚴重程度沒有重大變化。
新冠藥股今日(29日)炒起,君實生物(01877.HK)升見21.35元創近八個月高,午後最新報21元,升15.51%,成交3.29億元。另先聲藥業(02096.HK)最高見12.72元創逾兩年高,最新報12.34元,升13%,成交3.61億元。其他新冠藥概念股跟升,復星醫藥(02196.HK)升4.2%、康希諾生物(06185.HK)及晶泰控股(02228.HK)各升6.2%至7%。今日(29日)中午公布首季業績的石藥(01093.HK)及騰盛博藥-B(02137.HK)更各升逾一成。
世衛(WHO)報告稱,截至5月11日的28天內,全球共有9.16萬宗新冠病例,高於先前四周的近5.6萬宗。泰國病例最多,其次是巴西、英國、希臘和法國。WHO僅收到少數國家的數據,其中不包括中國和美國。美國將於明年1月正式退出WHO。
據中疾控數據,內地截至5月4日當周,部分公立醫院進行的所有新冠檢測中,有15.8%呈陽性,高於截至3月30日當周的6.3%。內地4月確診病例約16.85萬宗,其中重症病例340宗,死亡9宗。
內地醫學專家鍾南山上周向內媒稱,中國境內流行的主要病毒株是XDV和XDV.1,這些病毒株表現出更強的免疫逃脫能力,意味以前感染過或接種過疫苗的人也同樣面臨風險。他補充,高危險群,特別是65歲及以上或有潛在疾病的人群,應該採取更有力的防護措施。他預計病例數將在6月底左右開始下降。
另泰國報告稱,自1月至5月中旬,共有18.7萬宗新冠病例,46人病逝。從5月18日至上周六(24日),泰國據報道已有5.36萬人感染。
新加坡方面,截至5月初的一周內,估計病例數已從前一周的1.11萬宗例增加到1.42萬宗。該國本年至今尚未報告任何新冠死亡病例。該國衛生部和傳染病管理局發聲明指,與其他地方性呼吸道疾病一樣,預計全年將出現周期性新冠疫情。目前,JN.1變異新冠病毒的後代正在新加坡傳播,佔該國病例的三分之二以上。當局建議60歲及以上、身體虛弱的人士以及療養院居民接種COVID疫苗加強劑。
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