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Orient Fund has launched the[Oriental Highlights]series of columns, providing you with the freshest “investment views” and “market interpretations” every day, so that you can keep abreast of market trends and the pulse of investment in real time.
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On April 14, the World Health Organization’s Strategic Advisory Group of Experts on Immunization convened a meeting to review the evidence for 1-dose human papillomavirus (HPV) vaccination and concluded that the immunization schedule should be revised to: Highest priority group) 1 or 2 doses; 1 or 2 doses for women aged 15-20; 2 doses for women over 21 (6 months apart).
The equity research department of the Oriental Fund believes that the WHO recommends to modify the HPV vaccine immunization program, which will take a long time to implement at the practical level, and will have limited impact on the stock HPV vaccine market in my country. Little impact on corporate profits. The actual operation change of the immunization program of a vaccine product requires a lot of clinical data verification and accumulation, such as observing the immunization effect after 1 or 2 injections in a large clinical sample, and whether the vaccine protection cycle has significantly changed from the existing immunization program and whether the future Details such as whether a booster immunization is required, so it takes a long time. Moreover, the sponsors of such trials are enterprises, and the willingness of enterprises at the practical level is low. It is recommended to pay attention to relevant vaccine companies.
(Market risk, the investment need to be cautious)
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