辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应

华尔街见闻2022-03-13

在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

你没嘻嘻哈哈
2022-03-13
你没嘻嘻哈哈
會爆發嗎？
choysk86
2022-03-13
choysk86
👍🏻

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2219404832?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/f2bb9162f10407908b68d91c8d440880","is_english":false,"pubTime":"2022-03-13 12:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2219404832","market":"us","top_or_hot":-1,"title":"辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应","media":"华尔街见闻","content":"<div>\n<p>在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3654085\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-13 12:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3654085><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3654085\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3654085","article_id":"2219404832","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f2bb9162f10407908b68d91c8d440880"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3654085","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2219404832","pubTimestamp":1647144990,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","PFE":"辉瑞","BK4534":"瑞士信贷持仓"},"translate_title":"Pfizer Paxlovid tablets will be approved for imitation next week and will be available as soon as December","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4067c740100cd0bdf859c58a6525c940","symbols_score_info":{"PFE":1},"content_text":"在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月才能进入市场。去年11月辉瑞宣布，其新冠口服药Paxlovid在临床试验中将轻度和中度患者住院或死亡概率降低89%，由于高疗效，预计对这种药物的需求将超过供应。目前为止，一些较富裕的国家已经获得了辉瑞Paxlovid约四分之一的初始供应。这给辉瑞和其他公司带来了越来越大的压力，要求他们加快在难以获得疫苗的低收入国家推出Paxlovid。而今年1月，已有27家药企获准仿制默沙东新冠口服药——MPP宣布与它们达成协议，将为全球105个国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，其中五家中国药企入围。辉瑞公司发言人Kit Longley表示，辉瑞正在“集中努力和资源，以最大限度提高总体供应”。Longley在一封电子邮件中说，该公司已与包括低收入国家在内的 100 多个国家进行了接洽，并正在与世卫组织合作，分享有关其治疗、定价和供应方面的信息。Paxlovid 由两片药片组成。其中一片是尼马瑞韦片（nirmatrelvir），是一种新药，旨在抑制SARS-CoV-2蛋白，以阻止病毒复制；另一片是利托那韦(ritonavir)，可减缓尼马瑞韦的分解，以帮助其在较高浓度下在体内保持更长时间的活性。制药商生产辉瑞药物预计会更加困难与默沙东的molnupiravir相比，辉瑞Paxlovid似乎是一种更有效的抗病毒药物。默沙东去年底公布，其新冠特效药molnupiravir后期试验显示，能将死亡和住院机率降低一半。不过，随后分析显示，此药疗效只有30%，低于预期。在美国和英国，默沙东的新冠特效药molnupiravir都处于“替补”的位置。医疗人员纷纷表示除非其他新冠药物失败或者被认为不适合病人，才会考虑molnupiravir。但与默沙东特效药相比，制药商生产自己的辉瑞药物预计会更加困难。根据MPP，关于辉瑞联合疗法中的新药nirmatrelvir的公开信息相对有限，制造商不得不等待许可及获得辉瑞的原始产品。MPP执行董事查尔斯·戈尔(Charles Gore)表示，有一些不可避免的障碍和复杂性需要时间来解决，包括监管机构的批准，以及证明辉瑞这种药物可以随着时间的推移保持其特性。据彭博，英国利物浦大学高级研究员安德鲁·希尔(Andrew Hill)表示，制造Paxlovid的另一个潜在挑战是获取原材料。据Airfinity数据，该药生产过程需要从全球供应商大量采购38种不同的原料和试剂。虽然目前还没有任何已知的短缺，但未来可能会存在瓶颈。希尔补充说，尽管辉瑞承诺扩大其药物的可获得性，但鉴于新冠疫情发展轨迹的不确定性，一些制造商也不确定需求和能否收回成本。辉瑞已经采取措施扩大其药物的可获得性。除了签署许可协议，并承诺不会从低收入国家的销售中收取特许权使用费外，该公司还表示，在疫情期间，它将采用分层定价体系，富裕国家支付更多费用。据非洲官员说，该公司还达成了向非洲供货的初步协议。辉瑞已经将2022年Paxlovid的产量预计提高到1.2亿疗程，并计划今年在美国交付2000万疗程。Airfinity数据显示，英国购买了约275万疗程，另外1000万疗程将用于低收入国家。尽管如此，健康倡导者仍呼吁该公司向发展中国家分配更多疗程，并将Paxlovid提供给评估其与其他新冠特效药联合使用的研究人员。他们说，许多国家的新冠病毒检测能力可能不够，这也可能带来一个问题，因为Paxlovid需在症状开始后不超过5天内服用。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":635499516,"gmtCreate":1647177006369,"gmtModify":1676532835528,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/9da960b0f127d082dc8bcc9deb73d64d","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"會爆發嗎？","listText":"會爆發嗎？","text":"會爆發嗎？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/635499516","repostId":2219404832,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9036543211,"gmtCreate":1647151422280,"gmtModify":1676534199336,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036543211","repostId":2219404832,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":36,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2219404832"}