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万泰生物与GSK终止合作开发九价HPV疫苗,原因为何?

zaihpvgaojiayimiaodekaifashang,wantaishengwuciqianhuoxuzuole“liangshouzhunbei”,yifangmianyugskhezuo,yifangmianziyan。

图片来源:视觉中国

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

7yue22ri,wantaishengwufabugonggaocheng,qiquanzizigongsiwantaicanghaiyuquanqiuyimiaojutougelansushike(gsk)zhongzhihezuoxieyi。

7yue23ri,wantaishengwugujiakaipandizou,jiezhifagaobao68.14yuan/gu,xiadie7.72%,dangxiashizhi864yiyuan。

ciqian,shuangfangyu2019nian9yueqianshu《guanyuxinyidaigongjingaiyimiaodekaifaheshangyehuadehezuoxieyi》(xiacheng“《hezuoxieyi》”),jiyuwantaicanghaidedachangganjunyuanhebiaodayimiaokangyuanjishuhegskdezuojijishu,hezuokaifaxinyi daigongjingaiyimiaohpv9-as04houxuanyimiao。

juxieyi,gaiyimiaodekangyuanyouwantaicanghaifuzezaiguoneishengchan,gskzefuzezaihaiwaijinxingyimiaozuojijichengpinyimiaodekaifajishengchan。shuangfangan《hezuoxieyi》yuedingdequyujinxingshangyehuakaifa。

7yue23ri,jizhezhidianwantaishengwudongmi、zhengdaigongkaidianhua,danshizhongweijietong。

zheiyihezuodangshicengbeiwantaishengwuchengzuo“zhongguoyimiaoduchuangjishushoucihuodeguojiyimiaojutourenke”。jiecihezuo,wantaiyifangmianjianghuodejingjiliyi,jinruhaiwaishichang,yifangmiankeyixuexiguojilingxiangongsideshijianjingyan。

juciqianxieyi,gskjiangxiangwantaizhifugongji1.34yiouyuandelichengbeikuan(yuehe10yiyuanrenminbi)。ciwai,yimiaoshangshihou,gskjiangxiangwantaizhifuzaixiangguanxiaoshouguojiafashengdeyimiaojingxiaoshouede7%zuoweixukefei。wantaihaiyongyougaiyimiaozaizhongguohebufenqitaguojia、diqudedujiadailiquan。shuangfanghezuodechushiqixiandaoqiriweishoucishangyefabugaiyimiaohoudi20gezhounianri。

qizhong,2019nian11yuehe2021nian6yue,wantaishengwufenbiehuode1100wanouyuanlichengbeikuan,liangcigongji2200wanouyuan。bencigonggaocheng,《hezuoxieyi》zhongzhibuhuiyingxiangwantaicanghaideyiquerenshouru,buhuiduigongsicaiwuchanshengzhongdabuliyingxiang。

dao2022nian6yue,hpv9-as04huodemeiguoshiyaojianju(fda)linchuangshiyanmoshixuke。muqian,gaichanpinchuyuiiqilinchuangshiyanjieduan。

而实际上,自默沙东加大九价HPV疫苗扩龄、减少接种次数、加大供应量,万泰、沃森在国产二价HPV疫苗上陷入价格战,万泰生物业绩已受到冲击。qijiujiahpvyimiaoheshishangshi、gongxianyejiyichengweigongsidangxiadezuidakandian。

zhidezhuyideshi,bencigonggaotiji,wantaicanghaiyushamendaxuehezuoyanfadejiujiahpvyimiaotonghpv9-as04houxuanyimiaoshuyuliangzhongwanquanbutongdeyimiaochanpin。《hezuoxieyi》zhongzhihou,wantaicanghaijiangbuzaishouxianyu《hezuoxieyi》dexianzhi,qianshujiujiahpvyimiaonenggouhuodequanqiufanweineidewanzhengshangyehuaquanli。

huaneryanzhi,zaihpvgaojiayimiaodekaifashang,wantaishengwuciqianhuozuole“liangshouzhunbei”,yifangmianyugskhezuo,yifangmianziyan。muqiankanlai,houzhejinduyaoyaolingxian,wantaiyejixujiujiachanpinjiyejihuixue。

2024年4月,万泰宣布公司九价HPV疫苗III期临床试验揭盲,bingqudezhuyaoshujuchubufenxijieguo。gongsicheng,zhuyaojieguofuheyuqi。muqianqilinchuangshenbaogongzuozaiyouxujinxingzhong。

ershizhijinri,guoneijiujiahpvyimiaosaidaoyeyikanchengyongji,wantaizhihou,kangleweishi、shanghaibowei、ruikeshengwu、wosenshengwudenggongsidejiujiachanpinjunchuyulinchuangiiiqijieduan。wantaizaiguochanjiujiahpvyimiaoshangdexianfayoushinengweichiduojiu、shifouhuizhongdaoerjiahpvyimiaodefuzhe,haibudeerzhi。

zaicizhixia,chuleyanfaxinpin,chuhaichengweiguoneiyizhongyimiaogongsidexuanze。zaihaiwaishichangjizijiachanpinrangluhuoyeshibencizhongzhihezuodeyuanyinzhiyi。buguoxiangbiyuyugskhezuo,wantaizijijinrutilianggengdadeoumeishichangdenanduxianrangengda。shijishang,dangxiaguochanyimiaodechuhaiduixiangyejizhongzaifazhanzhongguojia。

未经正式授权严禁转载本文,侵权必究。

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万泰生物与GSK终止合作开发九价HPV疫苗,原因为何?

zaihpvgaojiayimiaodekaifashang,wantaishengwuciqianhuoxuzuole“liangshouzhunbei”,yifangmianyugskhezuo,yifangmianziyan。

图片来源:视觉中国

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

7yue22ri,wantaishengwufabugonggaocheng,qiquanzizigongsiwantaicanghaiyuquanqiuyimiaojutougelansushike(gsk)zhongzhihezuoxieyi。

7yue23ri,wantaishengwugujiakaipandizou,jiezhifagaobao68.14yuan/gu,xiadie7.72%,dangxiashizhi864yiyuan。

ciqian,shuangfangyu2019nian9yueqianshu《guanyuxinyidaigongjingaiyimiaodekaifaheshangyehuadehezuoxieyi》(xiacheng“《hezuoxieyi》”),jiyuwantaicanghaidedachangganjunyuanhebiaodayimiaokangyuanjishuhegskdezuojijishu,hezuokaifaxinyi daigongjingaiyimiaohpv9-as04houxuanyimiao。

juxieyi,gaiyimiaodekangyuanyouwantaicanghaifuzezaiguoneishengchan,gskzefuzezaihaiwaijinxingyimiaozuojijichengpinyimiaodekaifajishengchan。shuangfangan《hezuoxieyi》yuedingdequyujinxingshangyehuakaifa。

7yue23ri,jizhezhidianwantaishengwudongmi、zhengdaigongkaidianhua,danshizhongweijietong。

zheiyihezuodangshicengbeiwantaishengwuchengzuo“zhongguoyimiaoduchuangjishushoucihuodeguojiyimiaojutourenke”。jiecihezuo,wantaiyifangmianjianghuodejingjiliyi,jinruhaiwaishichang,yifangmiankeyixuexiguojilingxiangongsideshijianjingyan。

juciqianxieyi,gskjiangxiangwantaizhifugongji1.34yiouyuandelichengbeikuan(yuehe10yiyuanrenminbi)。ciwai,yimiaoshangshihou,gskjiangxiangwantaizhifuzaixiangguanxiaoshouguojiafashengdeyimiaojingxiaoshouede7%zuoweixukefei。wantaihaiyongyougaiyimiaozaizhongguohebufenqitaguojia、diqudedujiadailiquan。shuangfanghezuodechushiqixiandaoqiriweishoucishangyefabugaiyimiaohoudi20gezhounianri。

qizhong,2019nian11yuehe2021nian6yue,wantaishengwufenbiehuode1100wanouyuanlichengbeikuan,liangcigongji2200wanouyuan。bencigonggaocheng,《hezuoxieyi》zhongzhibuhuiyingxiangwantaicanghaideyiquerenshouru,buhuiduigongsicaiwuchanshengzhongdabuliyingxiang。

dao2022nian6yue,hpv9-as04huodemeiguoshiyaojianju(fda)linchuangshiyanmoshixuke。muqian,gaichanpinchuyuiiqilinchuangshiyanjieduan。

而实际上,自默沙东加大九价HPV疫苗扩龄、减少接种次数、加大供应量,万泰、沃森在国产二价HPV疫苗上陷入价格战,万泰生物业绩已受到冲击。qijiujiahpvyimiaoheshishangshi、gongxianyejiyichengweigongsidangxiadezuidakandian。

zhidezhuyideshi,bencigonggaotiji,wantaicanghaiyushamendaxuehezuoyanfadejiujiahpvyimiaotonghpv9-as04houxuanyimiaoshuyuliangzhongwanquanbutongdeyimiaochanpin。《hezuoxieyi》zhongzhihou,wantaicanghaijiangbuzaishouxianyu《hezuoxieyi》dexianzhi,qianshujiujiahpvyimiaonenggouhuodequanqiufanweineidewanzhengshangyehuaquanli。

huaneryanzhi,zaihpvgaojiayimiaodekaifashang,wantaishengwuciqianhuozuole“liangshouzhunbei”,yifangmianyugskhezuo,yifangmianziyan。muqiankanlai,houzhejinduyaoyaolingxian,wantaiyejixujiujiachanpinjiyejihuixue。

2024年4月,万泰宣布公司九价HPV疫苗III期临床试验揭盲,bingqudezhuyaoshujuchubufenxijieguo。gongsicheng,zhuyaojieguofuheyuqi。muqianqilinchuangshenbaogongzuozaiyouxujinxingzhong。

ershizhijinri,guoneijiujiahpvyimiaosaidaoyeyikanchengyongji,wantaizhihou,kangleweishi、shanghaibowei、ruikeshengwu、wosenshengwudenggongsidejiujiachanpinjunchuyulinchuangiiiqijieduan。wantaizaiguochanjiujiahpvyimiaoshangdexianfayoushinengweichiduojiu、shifouhuizhongdaoerjiahpvyimiaodefuzhe,haibudeerzhi。

zaicizhixia,chuleyanfaxinpin,chuhaichengweiguoneiyizhongyimiaogongsidexuanze。zaihaiwaishichangjizijiachanpinrangluhuoyeshibencizhongzhihezuodeyuanyinzhiyi。buguoxiangbiyuyugskhezuo,wantaizijijinrutilianggengdadeoumeishichangdenanduxianrangengda。shijishang,dangxiaguochanyimiaodechuhaiduixiangyejizhongzaifazhanzhongguojia。

未经正式授权严禁转载本文,侵权必究。