默沙东新冠口服药物仍无法替代疫苗作用，抗疫股被错杀？

第一财经2021-10-04

10月4日，港股市场开盘后，抗疫股几乎全线重挫。这些股票暴跌的背后，导火线跟默沙东与Ridgeback合作开发的在研抗病毒口服药物Molnupiravir临床研究有新进展有关。默沙东近期对外公布称，Molnupiravir在对轻度或中度新冠肺炎患者开展的3期研究中，获得积极的期中分析结果。与安慰剂相比，Molnupiravir降低了患者住院或死亡的风险约50%。在期中分析中，截至第29天，接受...

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精彩评论

SiewMin
2021-10-04
SiewMin
说说你对这篇新闻的看法...
- SiewMin:
  [微笑]
Diaschy
2021-10-04
Diaschy
666
- harry1016:
  good
JingLing
2021-10-04
JingLing
是吗？
摩尔拉雅
2021-10-04
摩尔拉雅
是吗？

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Holman表示：“随着病毒持续广泛传播，由于目前可用的治疗方案是输液或需要进入医疗机构，我们迫切需要可以在家里服用的抗病毒治疗方案，让新冠肺炎患者不用去医院。我们对期中分析的结果感到非常鼓舞，并希望Molnupiravir在获得授权使用后，能够对控制这场大流行产生意义深远的影响。”\n有市场猜测称，Molnupiravir如果获得授权使用，会对重构现有相关新冠药物市场格局。\nMolnupiravir属于小分子口服药物，相比目前已获批紧急使用授权的新冠中和抗体，给药便利是一大优势。“从目前数据看，Molnupiravir治疗效果不错，或有望成为‘达菲’对流感一样的特效药。同时，Molnupiravir的生产成本也比较低。不过，早些时候有研究表明，该药在哺乳细胞身上有一定的机率导致突变，届时能否获批使用，还要看届时FDA如何评测了。”有投资人对第一财经记者表示。\n该投资人对第一财经记者表示，目前资本市场的反应有些过度，这次股价出现调整，不排除跟前期涨幅过快、估值泡沫过大有关，市场也在借机调整。\n“Molnupiravir对其他新冠药物的影响，要分开来看，对于治疗性药物，比如中和抗体，可能会构成重大利空，从治疗数据看，Molnupiravir具有一定的优势，获批的可能性比较大。而一旦获批的话，不排除会被政府大规模采购，这样一来的话，其他治疗性药物的市场会被抢占。但对于疫苗来说，影响不大，预防性的疫苗与治疗性药物，属于完全不同的两个概念。疫苗仍是预防新冠肺炎最经济、最有效的措施。疫苗股大跌，是前期涨幅过大后的一次回调。”另有其他投资人对第一财经记者表示。","kind":"highlight","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":820919894,"gmtCreate":1633338860860,"gmtModify":1633338861055,"author":{"id":"4088486148195180","authorId":"4088486148195180","name":"SiewMin","avatar":"https://static.tigerbbs.com/bdadce02a5edb43972e5ffb82eee9333","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088486148195180","authorIdStr":"4088486148195180"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820919894","repostId":2172998592,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6087847,"gmtCreate":1633338875414,"gmtModify":1634722350115,"authorId":4088486148195180,"author":{"id":4088486148195180,"idStr":"4088486148195180","authorId":4088486148195180,"name":"SiewMin","avatar":"https://static.tigerbbs.com/bdadce02a5edb43972e5ffb82eee9333","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":820919894,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":820908336,"gmtCreate":1633334940335,"gmtModify":1633334940492,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820908336","repostId":2172998592,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6088729,"gmtCreate":1633348063801,"gmtModify":1634722284344,"authorId":3582028836908731,"author":{"id":3582028836908731,"idStr":"3582028836908731","authorId":3582028836908731,"name":"harry1016","avatar":"https://static.tigerbbs.com/733d02b9a3fd5b092e20562d0f45904f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":820908336,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good"}],"langContent":"CN"},{"id":820047176,"gmtCreate":1633332535420,"gmtModify":1633332535561,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3577336123110411","authorIdStr":"3577336123110411"},"htmlText":"是吗？","listText":"是吗？","text":"是吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820047176","repostId":2172998592,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":820046522,"gmtCreate":1633331815586,"gmtModify":1633331815586,"author":{"id":"4090325469879100","authorId":"4090325469879100","name":"摩尔拉雅","avatar":"https://static.tigerbbs.com/108215f4a8df4e441e706ff3b91022fa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090325469879100","authorIdStr":"4090325469879100"},"htmlText":"是吗？","listText":"是吗？","text":"是吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820046522","repostId":2172998592,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":35,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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