尚未走出默沙东的阴影，万泰生物业绩继续下滑

华尔街见闻07-11

默沙东九价HPV疫苗扩龄，给国产HPV疫苗商带来的余震仍在持续。 7月10日，万泰生物（603392.SH）发布了2024年上半年财报，预计当期归母净利润为2.40亿元至2.90亿元，同比减少 85.90%到 82.96%。主因仍是九价HPV疫苗扩龄挤压了二价HPV疫苗的销售空间。 “疫苗板块主要产品二价HPV疫苗持续受九价HPV疫苗扩龄以及市场竞争、降库存等因素影响，销售收入及利润较去年同期...

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href=https://wallstreetcn.com/articles/3719315><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>默沙东九价HPV疫苗扩龄，给国产HPV疫苗商带来的余震仍在持续。\n7月10日，万泰生物（603392.SH）发布了2024年上半年财报，预计当期归母净利润为2.40亿元至2.90亿元，同比减少 85.90%到 82.96%。\n主因仍是九价HPV疫苗扩龄挤压了二价HPV疫苗的销售空间。\n“疫苗板块主要产品二价HPV疫苗持续受九价HPV疫苗扩龄以及市场竞争、降库存等因素影响，销售收入及利润较去年同期...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3719315\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0965509010.AUD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) 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performance continues to decline","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRK":1,"09633":1},"content_text":"默沙东九价HPV疫苗扩龄，给国产HPV疫苗商带来的余震仍在持续。\n7月10日，万泰生物（603392.SH）发布了2024年上半年财报，预计当期归母净利润为2.40亿元至2.90亿元，同比减少 85.90%到 82.96%。\n主因仍是九价HPV疫苗扩龄挤压了二价HPV疫苗的销售空间。\n“疫苗板块主要产品二价HPV疫苗持续受九价HPV疫苗扩龄以及市场竞争、降库存等因素影响，销售收入及利润较去年同期回落。”万泰生物解释称。\n不过万泰生物称2024年第2季度营业收入为5.50亿元至6.80亿元，同比减少46.75%至，56.93%，已较一季度降幅有所收窄。\n这或许和万泰生物下调了二价HPV疫苗的价格，实现以价换量有关。\n3月22日，江苏政府采购网发布的采购公告显示，万泰生物的二价HPV疫苗以86元/支的价格中标，中标量为49.92万支，合计可斩获0.43亿元的收入。\n相比万泰生物的二价HPV疫苗上市之初329元/支的价格，降幅已超7成。\n信风（ID:TradeWind01）向万泰生物求证第二季度业绩降幅有所收窄的具体原因，但其表示“具体信息仍需要等待定期报告的披露。”\n万泰生物此次业绩再度下滑，也预示着当前国产的二价HPV疫苗商日子都“不好过”。\n例如同样主攻二价HPV疫苗的沃森生物（300142.SZ）虽然还未披露2024年上半年财报，但业绩表现或许同样难言乐观。\n不过万泰生物在九价HPV疫苗上的推进速度相对较快，这或许是其走出阴霾的利器——4月11日，万泰生物宣布九价HPV疫苗已完成第8次访视（V8访视）的标本检测，有望进入上市申报环节。\n相比之下，沃森生物、康乐卫士（833575.BJ）的步伐较慢。\n今年3月，康乐卫士宣布九价HPV疫苗进入3期临床试验，已完成受试者第一剂免后24个月访视，正在开展30和36个月访视，预计2025年提交上市申请；今年5月，沃森生物则称九价HPV疫苗仍处于3期临床试验的数据统计分析和撰写临床研究报告阶段。\n整体来看，以二价HPV疫苗为代表的低价型市场已然“无望”，万泰生物的九价HPV疫苗何时有望上市以一扭颓势，仍是未知数。\n风险提示及免责条款\n\n            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