诺瓦瓦克斯医药(NVAX)今日盘中大涨12.54%，引起了市场的广泛关注。
消息面上，美国食品药品监督管理局(FDA)顾问委员会将讨论是否应在2026-27年度的免疫接种活动中，对新冠疫苗进行更新，以针对目前流行的XFG亚型变异株。FDA表示，疫苗制造商已表示准备为2026-27年度的疫苗接种季生产XFG疫苗。
目前美国已批准三种新冠疫苗使用，其中包括诺瓦瓦克斯的蛋白疫苗。诺瓦瓦克斯已于2024年将新冠疫苗授权给法国制药商赛诺菲，该交易价值至少12亿美元。市场预期，若FDA决定更新疫苗配方，诺瓦瓦克斯作为重要的疫苗供应商之一，可能从中获得新的商业机会，从而推动了股价的显著上涨。
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