轻舞飞扬AC
2021-10-05
希望快点过去！
默沙东宣布新药之后，疫情与医药股行情将如何演绎
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n默沙东宣布新药之后，疫情与医药股行情将如何演绎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:58 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI3ODAyODI0Ng==&mid=2649258370&idx=3&sn=d860d1f2e126b64e3770ff15e41fa7ec&chksm=f341933bc4361a2d13510c9f3ef291fe111c164b06c999e10e7367b13e6405dfa19493ccf846&scene=126&&sessionid=1633330909><strong>中信建投证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：贺菊颖、袁清慧、刘若飞、胡世超、阳明春、赖俊勇\n原文标题：疫苗+药物，迎接黎明前的曙光\n10月1日，默沙东官方网站宣布，其口服抗病毒药物 Molnupiravir 使轻中度新冠患者的住院率或死亡风险降低了约50%，公司计划在美国寻求获得紧急使用授权，并向全球其他药品监管机构提交上市申请。\n我们梳理了最新的全球新冠小分子药物研发进展。\n目前全球已上市及在研新冠小分子药物共169款，其中：已获批...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3ODAyODI0Ng==&mid=2649258370&idx=3&sn=d860d1f2e126b64e3770ff15e41fa7ec&chksm=f341933bc4361a2d13510c9f3ef291fe111c164b06c999e10e7367b13e6405dfa19493ccf846&scene=126&&sessionid=1633330909\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","relate_stocks":{"MRK":"默沙东"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3ODAyODI0Ng==&mid=2649258370&idx=3&sn=d860d1f2e126b64e3770ff15e41fa7ec&chksm=f341933bc4361a2d13510c9f3ef291fe111c164b06c999e10e7367b13e6405dfa19493ccf846&scene=126&&sessionid=1633330909","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192724044","content_text":"作者：贺菊颖、袁清慧、刘若飞、胡世超、阳明春、赖俊勇\n原文标题：疫苗+药物，迎接黎明前的曙光\n10月1日，默沙东官方网站宣布，其口服抗病毒药物 Molnupiravir 使轻中度新冠患者的住院率或死亡风险降低了约50%，公司计划在美国寻求获得紧急使用授权，并向全球其他药品监管机构提交上市申请。\n我们梳理了最新的全球新冠小分子药物研发进展。\n目前全球已上市及在研新冠小分子药物共169款，其中：已获批上市2款，分别为瑞德西韦和巴瑞替尼；临床III期36款，最受关注的是来自默沙东的Molnupiravir和罗氏的AT-527；临床三期的药物中，国内企业进行研究的共3款，分别为可利霉素（沈阳同联）、普克鲁胺（开拓药业）和ASC09F/利托那韦联用（歌礼药业）。\n如何看待默沙东新冠口服药物三期临床成功对国内制药产业链的影响？\nMolnupiravir作为核苷类药物，整体合成路径与其他核苷类药物有诸多相似性；现有合成路线以尿苷或胞苷起始，经化学合成和/或酶催化酰化得到Molnupiravir；相关起始物料或中间体供应商如天宇股份、海正药业、拓新药业等或受益；新冠小分子药物研发积极推动，国内小分子CDMO龙头公司如药明康德、凯莱英、九州药业等亦有可能承接相关业务。\n疫苗+小分子口服药物+中和抗体，抗击新冠病毒的组合拳，各有优势。\n疫苗、中和抗体与小分子药物共同抗击疫情，发挥不同功效，未来一段时间需求均将持续存在。全球范围内流感特效药已广泛存在，国际市场主流国家流感疫苗接种率仍维持40%-50%高位。\n港股行情回顾：本周医药整体跑输大盘，CXO及中药表现较好。\n本周恒生医疗保健上涨0.08%，恒生指数上涨1.59%，恒生医疗保健整体跑输大盘1.51%。年初以来，恒生医疗保健整体跑输大盘0.10%。子行业方面，本周CXO（+3.89%）、中药（+2.97%）子行业表现较好。\nA股行情回顾：本周医药整体跑赢大盘，医疗服务及医药零售表现较好。\n本周医药指数下跌0.43%，万得全A指数下跌1.58%，医药指数整体跑赢大盘1.15%。2021年以来，医药指数整体跑输大盘10.02%。子行业方面，本周医疗服务（+2.43%）、医药零售（+1.45%）子行业表现较好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/820299319"}
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