一大波“疫苗和神药”数据未来数周发布，市场准备好了吗？

华尔街见闻2020-11-16

11月16日，Moderna宣布，三期试验新冠疫苗有效性为94.5%。这是继辉瑞宣布疫苗有效性超90%、以及礼来新冠抗体药品获FDA紧急使用授权后，市场迎来的又一重磅疫苗数据。接下来的几周里，更多“疫苗和神药”数据还将发布。市场是否进一步向价值股轮转？将是下一阶段投资者关心的焦点。今年还剩40多天，更多“关键数据”即将发布ModernaModerna今日宣布，该公司研发的新冠候选疫苗mRNA-...

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精彩评论

舍得JIUJUU
2020-11-17
舍得JIUJUU
国内的疫苗跟国外比有什么优劣？咋没看到国内疫苗有什么动静呢
- 社区成长助手:
  终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引
似水流年369
2020-11-17
似水流年369
市场的重心都转到疫苗了
HTChin
2020-11-17
HTChin
Another good news!!!
瞻行
2020-11-16
瞻行
不错哟，千股涨停的节奏
猛逃
2020-11-16
猛逃
老拜摘🍑子[抠鼻]
一年7倍哥
2020-11-16
一年7倍哥
大家务必谨慎，不要盲目跟进。疫苗有效90%是无法使用的，就和汽车自动驾驶的安全率是90%一样，那是非常不安全的，要99.9999%这样才可以使用。目前的疫苗利好消息，极有可能是美国蓝红两股势力刻意放出来的，实际上本周美国疫情再度迎来爆发，单日新增感染人数12万人，美国疫情仍旧非常不乐观
- RickY:
  只要不是我国100%的都不能使用

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Is the market ready?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3d45505065feaba8d303e2f7fa987296","symbols_score_info":{},"content_text":"11月16日，Moderna宣布，三期试验新冠疫苗有效性为94.5%。这是继辉瑞宣布疫苗有效性超90%、以及礼来新冠抗体药品获FDA紧急使用授权后，市场迎来的又一重磅疫苗数据。接下来的几周里，更多“疫苗和神药”数据还将发布。市场是否进一步向价值股轮转？将是下一阶段投资者关心的焦点。今年还剩40多天，更多“关键数据”即将发布ModernaModerna今日宣布，该公司研发的新冠候选疫苗mRNA-12733在三期临床试验中期分析中表现优异，已达到研究方案中预先指定的统计学功效标准，功效达到了94.5％。此次三期临床试验研究共招募了3万多名志愿者，并得到了美国国立过敏与传染病研究所（NIAID）、国立卫生研究院（NIH）、生物医学高级研究与开发局（BARDA）等机构的支持。阿斯利康/牛津大学阿斯利康/牛津大学采用的是腺病毒载体疫苗技术路线，他们预计将在未来几周内报告初步数据。阿斯利康在11月初表示，他们和牛津大学联合研发的候选疫苗后期试验结果预计将于今年晚些时候公布。另外他们的疫苗已经在英国和欧洲加速审查，希望将在年底前能够大规模使用。强生强生目前进度较以上几家较为落后。在其6万人参与的试验中，强生公司医药部门的全球研发主管Mathai Mammen称，强生疫苗的最后一期、三期临床试验到目前为止只收录了几千名志愿参与的病人，因为处于安全考虑，有两周时间暂停招募。尽管试验已于10月底恢复，但是强生目前预计将在明年年初获得初步结果，而不是此前预期的今年底。诺瓦瓦克斯（Novavax）、赛诺菲/GSK、CureVacNovavax正准备于本月底前在美国启动一项大规模后期临床试验。赛诺菲/GSK、以及德国制药商CureVac NV都希望在年底前启动高级临床试验。再生元神药方面，除了礼来，再生元公司也正在接近终点。据彭博预计，几天之内再生元就可以从美国监管部门了解到其新冠疗法是否获得授权。辉瑞/BioNTech对于辉瑞和BioNTech来说，在向FDA申请紧急使用授权之前，还有许多工作要做。早前公布的激动人心的中期结果，并没有发布在同行评议的医学杂志上。这意味着还需要更完整的数据来显示疫苗对老年人和其他脆弱群体的效果；该中期分析也没有包括任何严重病例。此外，为了获得FDA的紧急使用授权，辉瑞和BioNTech还需要报告安全数据。这两家公司预计将在未来几周收集到FDA要求的两个月临床试验患者安全数据。市场准备好了吗疫苗的利好消息让市场为之一振。尽管疫苗生产、运输、分销等方面仍有疑虑，但是投资者正迅速抛弃科技股，拥抱银行股和小盘股等有望在经济复苏时受益的股票。上周五（11月13日）标普500涨幅1.36%，创收盘历史新高；道琼斯涨幅1.37%，纳斯达克涨幅1.02%。全周来看，标普500累涨2.16%，连续第二周上涨，道指累涨4.08%。周五当天，价值股为主的小盘股指罗素2000指数收涨2.08%，报1744.04点，突破2018年8月31日收盘位，并创收盘历史新高。全周来看，罗素2000指数累计上涨逾6%。以科技股为主的纳指则累跌0.55%，纳斯达克100指数上周下跌逾1%。彭博援引Leuthold Group首席投资策略师Jim Paulsen称，疫苗研发和经济刺激计划意味着美国企业的盈利能力可能被严重低估了，经济增长的恢复速度比人们预期的要快得多，且更加稳固。对于市场来说，Moderna试验数据的公布对于市场向价值股的轮转将极为重要。摩根大通分析师认为，要维持价值股轮换，可能需要疫苗方面持续出现一些积极消息，或是有来自进一步财政刺激的支持，这就使得Moderna即将发布的数据极为重要。美国著名传染病专家福奇就在上周表示，他对Moderna即将发布的三期试验中期数据持乐观态度，并称“Moderna的试验结果预计将与辉瑞和BioNTech周一发布的试验结果一样好，如果不是这样，我们将感到惊讶”。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":307406761,"gmtCreate":1605612524553,"gmtModify":1703838568172,"author":{"id":"3561774221126875","authorId":"3561774221126875","name":"舍得JIUJUU","avatar":"https://static.tigerbbs.com/75034e5fd39b3b00d00ca96cfcd86367","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3561774221126875","authorIdStr":"3561774221126875"},"htmlText":"国内的疫苗跟国外比有什么优劣？咋没看到国内疫苗有什么动静呢","listText":"国内的疫苗跟国外比有什么优劣？咋没看到国内疫苗有什么动静呢","text":"国内的疫苗跟国外比有什么优劣？咋没看到国内疫苗有什么动静呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307406761","repostId":1151492501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3053653,"gmtCreate":1605616323941,"gmtModify":1605616323941,"authorId":3527667803686145,"author":{"id":3527667803686145,"idStr":"3527667803686145","authorId":3527667803686145,"name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":307406761,"type":1,"supId":0,"prevId":0,"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>"}],"langContent":"CN"},{"id":307216895,"gmtCreate":1605570500917,"gmtModify":1703838321747,"author":{"id":"3559891356010432","authorId":"3559891356010432","name":"似水流年369","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3559891356010432","authorIdStr":"3559891356010432"},"htmlText":"市场的重心都转到疫苗了","listText":"市场的重心都转到疫苗了","text":"市场的重心都转到疫苗了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307216895","repostId":1151492501,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":307216052,"gmtCreate":1605570421076,"gmtModify":1703838321402,"author":{"id":"3558572212270238","authorId":"3558572212270238","name":"HTChin","avatar":"https://static.tigerbbs.com/18b5addeebc1b55d0e0aa45772b119a3","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3558572212270238","authorIdStr":"3558572212270238"},"htmlText":"Another good news!!!&nbsp;","listText":"Another good news!!!&nbsp;","text":"Another good news!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307216052","repostId":1151492501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":307621711,"gmtCreate":1605541688833,"gmtModify":1703838227395,"author":{"id":"3548903345911081","authorId":"3548903345911081","name":"瞻行","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3548903345911081","authorIdStr":"3548903345911081"},"htmlText":"不错哟，千股涨停的节奏","listText":"不错哟，千股涨停的节奏","text":"不错哟，千股涨停的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307621711","repostId":1151492501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":307684178,"gmtCreate":1605540533394,"gmtModify":1703838204724,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"老拜摘🍑子[抠鼻]&nbsp;","listText":"老拜摘🍑子[抠鼻]&nbsp;","text":"老拜摘🍑子[抠鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307684178","repostId":1151492501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":307611663,"gmtCreate":1605539425652,"gmtModify":1703838184841,"author":{"id":"3525226715661421","authorId":"3525226715661421","name":"一年7倍哥","avatar":"https://static.tigerbbs.com/51e4620d04f486c7432ea0435b0101fa","vip":1,"hat":"https://static.tigerbbs.com/0206e77c664ff62fedc2875e590df9c9","crmLevel":6,"crmLevelSwitch":1,"idStr":"3525226715661421","authorIdStr":"3525226715661421"},"htmlText":"大家务必谨慎，不要盲目跟进。疫苗有效90%是无法使用的，就和汽车自动驾驶的安全率是90%一样，那是非常不安全的，要99.9999%这样才可以使用。目前的疫苗利好消息，极有可能是美国蓝红两股势力刻意放出来的，实际上本周美国疫情再度迎来爆发，单日新增感染人数12万人，美国疫情仍旧非常不乐观","listText":"大家务必谨慎，不要盲目跟进。疫苗有效90%是无法使用的，就和汽车自动驾驶的安全率是90%一样，那是非常不安全的，要99.9999%这样才可以使用。目前的疫苗利好消息，极有可能是美国蓝红两股势力刻意放出来的，实际上本周美国疫情再度迎来爆发，单日新增感染人数12万人，美国疫情仍旧非常不乐观","text":"大家务必谨慎，不要盲目跟进。疫苗有效90%是无法使用的，就和汽车自动驾驶的安全率是90%一样，那是非常不安全的，要99.9999%这样才可以使用。目前的疫苗利好消息，极有可能是美国蓝红两股势力刻意放出来的，实际上本周美国疫情再度迎来爆发，单日新增感染人数12万人，美国疫情仍旧非常不乐观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307611663","repostId":1151492501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3049543,"gmtCreate":1605542244845,"gmtModify":1605542244845,"authorId":3548246708665244,"author":{"id":3548246708665244,"idStr":"3548246708665244","authorId":3548246708665244,"name":"RickY","avatar":"https://static.tigerbbs.com/f363f0b95f581de8a4823ed524ae8c8e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":307611663,"type":1,"supId":0,"prevId":0,"content":"只要不是我国100%的都不能使用","text":"只要不是我国100%的都不能使用","html":"只要不是我国100%的都不能使用"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":39,"commentSize":6,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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