美股异动 | 生物科技板块普跌 默沙东(MRK.US)跌逾2%

中金财经
Oct 08
  智通财经APP获悉,周四,生物科技板块普跌,礼来(LLY.US)跌逾3%,默沙东(MRK.US)跌逾2%,强生(JNJ.US)跌2%,诺和诺德(NVO.US)、艾伯维(ABBV.US)跌逾1%。   近日,临床阶段疫苗企业 Vaxcyte 公布成人 31 价肺炎球菌结合疫苗 VAX?31 关键 III 期试验结果,该消息牵动整个医药板块情绪。本次临床数据显示,VAX?31 安全性表现良好,针对现有主流 20 价、21 价疫苗所覆盖血清型达成非劣效标准。公司规划于2028 年上半年向 FDA 递交上市申请。尽管距离产品商业化落地尚有较长周期,但资本市场已经将这款高价疫苗视作肺炎疫苗赛道格局重塑的重要信号。   市场情绪传导之下,行业龙头默沙东受到重点关注。默沙东手握已经商业化的 21 价肺炎球菌疫苗,是全球成人肺炎疫苗赛道核心玩家。VAX?31 将血清型覆盖提升至 31 种,市场产生预期:如若后续审批顺利、商业化推进到位,新产品或将对默沙东现有主力产品形成直接竞争压力。   

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