A message released on the official website of the World Health Organization (WHO) put the HPV vaccine directly on the top of today's hot search list.
Not long after 10 o'clock in the morning, the GEM, which was originally calm, suddenly experienced a rapid dive. The main reason was that Zhifei Bio, the leader of vaccine stocks with a market value of 200 billion, plummeted by more than 10%.
On the news, according to media reports, according to China Business News, recently, the World Health Organization (WHO) announced on its official website that the organization held a meeting of the Strategic Expert Group on Immunization (SAGE) from April 4th to 7th. Evidence for single-dose human papillomavirus (HPV) vaccination was reviewed and it was concluded that a single-dose HPV vaccination regimen was effective in preventing cervical cancer caused by persistent HPV infection and was comparable to the efficacy of a two- or three-dose regimen quite.
Unexpectedly, this news directly exploded the concept of HPV vaccine: the vaccine leader Zhifei Biological plunged more than 15%, and the intraday stock price fell to 109.95 yuan, a drop of more than 18%.
The market value of Zhifei Bio has shrunk by 33.9 billion yuan a day, falling below the 200 billion yuan market value mark.
Another vaccine leader, Wantai Biology, was hit to the lower limit several times. At the time of the press release, the lower limit was opened again, with a decrease of 9.42%.
The market value of Wantai Bio has shrunk by 16 billion yuan a day, and the actual controller Zhong Suisui lost 11.9 billion yuan a day.
The news also attracted the attention of many female netizens.
Weibo netizen @colourcheese said: "Seriously? Then why should I spend more than 2,000 for two injections?"
Netizen @Circlesquarer said: "I finally got three shots before I was 26 years old. If I knew that the effect of one shot and three shots was similar, I would have taken two less shots."
Statistics show that in 2021, global HPV vaccine sales will total about $6.3 billion.
Up to now, there are 5 HPV vaccines approved and marketed in the world, namely GlaxoSmithKline's bivalent HPV vaccine, Merck's quadrivalent HPV and nine-valent HPV vaccines, and Wantai Bio's bivalent HPV vaccine and Watson Bio Bivalent HPV vaccine, the latter two companies are both Chinese companies.
In my country, these five vaccines have all been approved for marketing.
Judging from the immunization procedures of the approved HPV vaccines, basically two or three doses of vaccination are used, and there is no single-dose vaccination yet.
From the perspective of pricing, in my country, the price of each dose of the listed products is more than 300 yuan, and even more than 1,000 yuan.
If this recommendation of the World Health Organization is followed, analysts predict that the future market demand for HPV vaccines may face a certain decline.
This is the reason why the stock prices of Zhifei Bio and Wantai Bio have crashed today. The demand has dropped, and the valuations of the two companies have also been directly pulled down.
In the A-share market today, vaccine stocks and testing stocks related to the new crown epidemic are very popular.
(Reporter Liu Qianxin)