社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
deelee
Deelee
IP属地:未知
+关注
帖子 · 113
帖子 · 113
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
deelee
deelee
·
2021-07-14
唱歌不会啦,跳舞可能!
Why the CDC and FDA Just Slapped Down Pfizer and Moderna
There's a bit of a brouhaha over booster doses.
Why the CDC and FDA Just Slapped Down Pfizer and Moderna
看
2,285
回复
评论
点赞
3
编组 21备份 2
分享
举报
deelee
deelee
·
2021-07-12
打,第三针,一定要。
非常抱歉,此主贴已删除
看
2,050
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-07-09
又来,为什么PFE股票涨这么慢!
辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗
智通财经APP获悉,辉瑞和BioNTech正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。
辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗
看
1,694
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-07-02
敢敢加仓
非常抱歉,此主贴已删除
看
2,809
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-30
为什么辉瑞股票最近不能涨!
《自然》:辉瑞新冠疫苗可提供数年保护,甚至可能产生终身抗体
疫苗保护程度取决于病毒进化的程度和速度,以及不同类型的疫苗在激发持久免疫反应方面的强大程度。辉瑞疫苗使用mRNA来训练免疫系统对抗SARS-CoV-2。与之前的研究一致,研究人员发现,mRNA疫苗诱导了强烈的抗体反应,而那些新冠康复者(轻症)在接种疫苗后反应甚至更强烈。研究人员称,“因为这种生发中心反应持续了数月,它可能产生了许多可以持续数年的记忆细胞,其中一些记忆细胞可能会在骨髓中扎根,并产生终身抗体。”
《自然》:辉瑞新冠疫苗可提供数年保护,甚至可能产生终身抗体
看
2,819
回复
1
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-29
加仓
耐克市值一日暴涨320亿刀,北美体育产业迎全面复苏
耐克2021财年全年营收445.38亿美元。
耐克市值一日暴涨320亿刀,北美体育产业迎全面复苏
看
2,861
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-23
加仓,辉瑞。
2021年,四大疫苗公司要洗牌了?
面对肆虐世界一年多的新冠疫情,疫苗是人类手中的有力武器。不过,大众的关注和赞美属于成功者,那些投入巨资和人力研制疫苗的失败者,则无人问津——即便疫苗巨头也不例外。但迄今为止,除了辉瑞,其它三家疫苗巨头表现都不如人意。四大疫苗公司疫苗业务的营收规模及主力品种,各有所长。如果单看2019年的情况,四大疫苗公司之中,论销售额,辉瑞是倒数第二;论对单一疫苗品种的依赖,辉瑞也最严重。
2021年,四大疫苗公司要洗牌了?
看
2,150
回复
1
点赞
2
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-22
加仓
美联储政策转向在即,这是五种应对方式
美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。美联储的政策转变证实,经济正从周期的早期阶段走向中期。
美联储政策转向在即,这是五种应对方式
看
1,851
回复
2
点赞
5
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-21
PFE 加仓
5 Stocks To Watch For June 21, 2021
Some of the stocks that may grab investor focus today are:
5 Stocks To Watch For June 21, 2021
看
2,196
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
deelee
deelee
·
2021-06-21
加仓
非常抱歉,此主贴已删除
看
1,993
回复
1
点赞
点赞
编组 21备份 2
分享
举报
加载更多
暂无粉丝
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3567856328974744","uuid":"3567856328974744","gmtCreate":1604843559678,"gmtModify":1617280994652,"name":"deelee","pinyin":"deelee","introduction":"","introductionEn":"","signature":"Deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":397,"tweetSize":113,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-3","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识航海家","description":"观看学堂课程满50节","bigImgUrl":"https://static.tigerbbs.com/21acbb5884e07b96522d8d84c4b7acea","smallImgUrl":"https://static.tigerbbs.com/e4e8dc2edfbfee912f4e68fe6c23b3f0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.03%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":145465294,"gmtCreate":1626238674318,"gmtModify":1633928717796,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"唱歌不会啦,跳舞可能!","listText":"唱歌不会啦,跳舞可能!","text":"唱歌不会啦,跳舞可能!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145465294","repostId":"2151550481","repostType":2,"repost":{"id":"2151550481","kind":"highlight","pubTimestamp":1626231600,"share":"https://ttm.financial/m/news/2151550481?lang=&edition=full","pubTime":"2021-07-14 11:00","market":"us","language":"en","title":"Why the CDC and FDA Just Slapped Down Pfizer and Moderna","url":"https://stock-news.laohu8.com/highlight/detail?id=2151550481","media":"Motley Fool","summary":"There's a bit of a brouhaha over booster doses.","content":"<p><b>Pfizer</b> (NYSE:PFE) and <b>Moderna</b> (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control & Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The FDA granted quick approvals to both drugmakers' COVID-19 vaccines last December. The CDC has encouraged Americans to receive both vaccines.</p>\n<p>However, some might now think that the honeymoon is over. Pfizer and Moderna have recently expressed support for booster doses. The CDC and FDA issued a joint public statement last week that appeared to contradict this view. Here's why the two federal agencies just slapped down Pfizer and Moderna.</p>\n<p><img src=\"https://static.tigerbbs.com/9282ceea65d6d87d5e9d88017233aa2a\" tg-width=\"700\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>A quick and forceful response</h3>\n<p>On July 8, Pfizer chief scientific officer Mikael Dolsten told Reuters in an interview that his company and its partner, <b>BioNTech</b> (NASDAQ:BNTX), plan to soon file for U.S. and European emergency use authorizations (EUA) for a third booster dose. In a separate interview on the same day with CTV News Channel, Moderna co-founder Derrick Rossi said that \"a booster is almost certainly the way.\"</p>\n<p>Rossi doesn't serve on Moderna's management team or board of directors, so his comments didn't represent the biotech's official stance. However, Moderna CEO Stephane Bancel stated in the company's first-quarter conference call: \"We have said for right now that we believe booster shots will be needed as we believe that the virus is not going away.\"</p>\n<p>Later in the day on July 8, the CDC and FDA issued a joint statement on vaccine boosters. The agencies stated:</p>\n<blockquote>\n Americans who have been fully vaccinated do not need a booster shot at this time. FDA, CDC, and NIH are engaged in a science-based, rigorous process to consider whether or when a booster might be necessary. This process takes into account laboratory data, clinical trial data, and cohort data -- which can include data from specific pharmaceutical companies, but does not rely on those data exclusively. We continue to review any new data as it becomes available and will keep the public informed. We are prepared for booster doses if and when the science demonstrates that they are needed.\n</blockquote>\n<p>The CDC-FDA statement appeared to be a direct slap-down -- especially to Pfizer. But why would the agencies respond so quickly and forcefully? The main reason is probably that they don't want to worry Americans who have already been vaccinated, nor give any reason for unvaccinated individuals to delay receiving a vaccine.</p>\n<p>However, I suspect that the FDA, in particular, also had another motivation. The agency doesn't want to be viewed as having too cozy of a relationship with any drugmaker. It has been heavily criticized for the process followed in approving <b>Biogen</b>'s Alzheimer's disease drug Aduhelm. FDA Commissioner Dr. Janet Woodcock even requested an independent investigation into interactions between the agency's staff and Biogen during the review process for the drug.</p>\n<h3>Reconciliable differences</h3>\n<p>Despite the seeming squabble, I don't think that the CDC and the FDA are really in direct opposition to what Pfizer and Moderna have said. There are several similarities between their public statements.</p>\n<p>Both sides agree that the currently available messenger RNA (mRNA) vaccines remain effective at preventing COVID-19. Both also look to data to form their views.</p>\n<p>Pfizer and BioNTech stated last week that their initial data indicates that a third booster dose generates significantly higher antibody levels than only two doses -- five to 10 times more. The CDC and FDA haven't seen this data yet, though. Pfizer and BioNTech expect to submit the data to the FDA as well as to the European Medicines Agency and other regulatory authorities within the next few weeks.</p>\n<p>The differences between the CDC-FDA view and Pfizer-BioNTech-Moderna perspective appear to be mainly related to timing. The drugmakers believe they've seen enough data to know now that booster doses will be needed, while the federal agencies think they need to see more data but aren't ruling out the potential need for booster doses.</p>\n<h3>Why all of this matters</h3>\n<p>Clearly, Pfizer, BioNTech, and Moderna benefit financially if booster doses are needed. The more COVID-19 vaccine doses are required, the higher the companies' sales will be and the better the vaccine stocks will likely perform.</p>\n<p>Government agencies aren't (or at least shouldn't be) concerned with how much money any of these companies make. However, they are responsible for promoting public health. If booster doses are what it takes to effectively fight the spread of COVID-19, they'll be authorized.</p>\n<p>My hunch is that the recent real-world data from Israel gives a good clue as to what will happen going forward. That data found only 64% efficacy of the Pfizer-BioNTech vaccine against COVID-19 overall, down from 94% a month earlier, primarily because of the spread of the delta variant. If a third booster dose can get efficacy closer to the initial level, it would be shocking if authorizations aren't granted.</p>\n<p>Pfizer, Moderna, the CDC, and the FDA might not always be in harmony. However, I predict they'll soon be singing from the same page when it comes to the need for booster doses.</p>","source":"fool_stock","collect":0,"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>Why the CDC and FDA Just Slapped Down Pfizer and Moderna</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\">\nWhy the CDC and FDA Just Slapped Down Pfizer and Moderna\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 11:00 GMT+8 <a href=https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control & Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151550481","content_text":"Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control & Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The FDA granted quick approvals to both drugmakers' COVID-19 vaccines last December. The CDC has encouraged Americans to receive both vaccines.\nHowever, some might now think that the honeymoon is over. Pfizer and Moderna have recently expressed support for booster doses. The CDC and FDA issued a joint public statement last week that appeared to contradict this view. Here's why the two federal agencies just slapped down Pfizer and Moderna.\n\nImage source: Getty Images.\nA quick and forceful response\nOn July 8, Pfizer chief scientific officer Mikael Dolsten told Reuters in an interview that his company and its partner, BioNTech (NASDAQ:BNTX), plan to soon file for U.S. and European emergency use authorizations (EUA) for a third booster dose. In a separate interview on the same day with CTV News Channel, Moderna co-founder Derrick Rossi said that \"a booster is almost certainly the way.\"\nRossi doesn't serve on Moderna's management team or board of directors, so his comments didn't represent the biotech's official stance. However, Moderna CEO Stephane Bancel stated in the company's first-quarter conference call: \"We have said for right now that we believe booster shots will be needed as we believe that the virus is not going away.\"\nLater in the day on July 8, the CDC and FDA issued a joint statement on vaccine boosters. The agencies stated:\n\n Americans who have been fully vaccinated do not need a booster shot at this time. FDA, CDC, and NIH are engaged in a science-based, rigorous process to consider whether or when a booster might be necessary. This process takes into account laboratory data, clinical trial data, and cohort data -- which can include data from specific pharmaceutical companies, but does not rely on those data exclusively. We continue to review any new data as it becomes available and will keep the public informed. We are prepared for booster doses if and when the science demonstrates that they are needed.\n\nThe CDC-FDA statement appeared to be a direct slap-down -- especially to Pfizer. But why would the agencies respond so quickly and forcefully? The main reason is probably that they don't want to worry Americans who have already been vaccinated, nor give any reason for unvaccinated individuals to delay receiving a vaccine.\nHowever, I suspect that the FDA, in particular, also had another motivation. The agency doesn't want to be viewed as having too cozy of a relationship with any drugmaker. It has been heavily criticized for the process followed in approving Biogen's Alzheimer's disease drug Aduhelm. FDA Commissioner Dr. Janet Woodcock even requested an independent investigation into interactions between the agency's staff and Biogen during the review process for the drug.\nReconciliable differences\nDespite the seeming squabble, I don't think that the CDC and the FDA are really in direct opposition to what Pfizer and Moderna have said. There are several similarities between their public statements.\nBoth sides agree that the currently available messenger RNA (mRNA) vaccines remain effective at preventing COVID-19. Both also look to data to form their views.\nPfizer and BioNTech stated last week that their initial data indicates that a third booster dose generates significantly higher antibody levels than only two doses -- five to 10 times more. The CDC and FDA haven't seen this data yet, though. Pfizer and BioNTech expect to submit the data to the FDA as well as to the European Medicines Agency and other regulatory authorities within the next few weeks.\nThe differences between the CDC-FDA view and Pfizer-BioNTech-Moderna perspective appear to be mainly related to timing. The drugmakers believe they've seen enough data to know now that booster doses will be needed, while the federal agencies think they need to see more data but aren't ruling out the potential need for booster doses.\nWhy all of this matters\nClearly, Pfizer, BioNTech, and Moderna benefit financially if booster doses are needed. The more COVID-19 vaccine doses are required, the higher the companies' sales will be and the better the vaccine stocks will likely perform.\nGovernment agencies aren't (or at least shouldn't be) concerned with how much money any of these companies make. However, they are responsible for promoting public health. If booster doses are what it takes to effectively fight the spread of COVID-19, they'll be authorized.\nMy hunch is that the recent real-world data from Israel gives a good clue as to what will happen going forward. That data found only 64% efficacy of the Pfizer-BioNTech vaccine against COVID-19 overall, down from 94% a month earlier, primarily because of the spread of the delta variant. If a third booster dose can get efficacy closer to the initial level, it would be shocking if authorizations aren't granted.\nPfizer, Moderna, the CDC, and the FDA might not always be in harmony. However, I predict they'll soon be singing from the same page when it comes to the need for booster doses.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146181081,"gmtCreate":1626058958443,"gmtModify":1633930539458,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"打,第三针,一定要。","listText":"打,第三针,一定要。","text":"打,第三针,一定要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146181081","repostId":"2150851335","repostType":2,"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141380571,"gmtCreate":1625838776393,"gmtModify":1633936833196,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"又来,为什么PFE股票涨这么慢!","listText":"又来,为什么PFE股票涨这么慢!","text":"又来,为什么PFE股票涨这么慢!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141380571","repostId":"2150377552","repostType":2,"repost":{"id":"2150377552","kind":"news","pubTimestamp":1625837588,"share":"https://ttm.financial/m/news/2150377552?lang=&edition=full","pubTime":"2021-07-09 21:33","market":"hk","language":"zh","title":"辉瑞(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=2150377552","media":"智通财经","summary":"智通财经APP获悉,辉瑞和BioNTech正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。</p><p>辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。</p><p>这两家公司将率先研发针对Delta异株的疫苗,这表明这种高度传染性的毒株可能能够逃避现有的疫苗,需要采取新的措施来应对它。</p><p>美国疾病控制与预防中心数据显示,Delta异株目前是美国的主要毒株,同时占英国新冠病毒病例的90%以上。</p><p>辉瑞重申,在两针疫苗的第二针之后的6至12个月,需要第三针疫苗,以增强对新变种的免疫力。该公司表示,它将公布关于第三次注射效果的更明确数据,并计划在8月份向美国食品和药物管理局申请加强注射的紧急使用授权。</p><p>辉瑞指出,上个月公布的初步数据显示,两剂疫苗产生了针对Delta变体的抗体滴度,但该公司表示,疫苗效力在接种6个月后出现下降。</p><p>以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。</p><p>而Moderna(MRNA.US)和<a href=\"https://laohu8.com/S/JNJ\">强生</a>(JNJ.US)均表示,早期数据显示,他们的疫苗产生了针对Delta的抗体。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗</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(PFE.US)和BioNTech(BNTX.US)计划在8月份试验针对Delta异株疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 21:33 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/511262.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,辉瑞(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。这...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/511262.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"PFE":"辉瑞"},"source_url":"http://www.zhitongcaijing.com/content/detail/511262.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150377552","content_text":"智通财经APP获悉,辉瑞(PFE.US)和BioNTech(BNTX.US)正准备下个月开始针对Delta异株的Covid-19疫苗的临床试验,因为人们担心现有的疫苗对这种在全球大部分地区传播的毒株提供的保护不足。辉瑞周四表示,制药商正在开发现有疫苗的更新版本,将使用Delta异株的序列来生产。辉瑞和BioNTech正与美国药品监管机构进行讨论,以敲定它们的临床试验计划,预计将在8月开始研究。这两家公司将率先研发针对Delta异株的疫苗,这表明这种高度传染性的毒株可能能够逃避现有的疫苗,需要采取新的措施来应对它。美国疾病控制与预防中心数据显示,Delta异株目前是美国的主要毒株,同时占英国新冠病毒病例的90%以上。辉瑞重申,在两针疫苗的第二针之后的6至12个月,需要第三针疫苗,以增强对新变种的免疫力。该公司表示,它将公布关于第三次注射效果的更明确数据,并计划在8月份向美国食品和药物管理局申请加强注射的紧急使用授权。辉瑞指出,上个月公布的初步数据显示,两剂疫苗产生了针对Delta变体的抗体滴度,但该公司表示,疫苗效力在接种6个月后出现下降。以色列卫生部本周的一项研究表明,BioNTech/辉瑞疫苗在预防Delta病毒引起的严重疾病和住院治疗方面的有效性为93%,但在防止感染该病毒变体方面的有效性仅为64%。而Moderna(MRNA.US)和强生(JNJ.US)均表示,早期数据显示,他们的疫苗产生了针对Delta的抗体。","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156806491,"gmtCreate":1625207386913,"gmtModify":1633942530457,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"敢敢加仓","listText":"敢敢加仓","text":"敢敢加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156806491","repostId":"1190839016","repostType":4,"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153576645,"gmtCreate":1625039703287,"gmtModify":1633945558096,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"为什么辉瑞股票最近不能涨!","listText":"为什么辉瑞股票最近不能涨!","text":"为什么辉瑞股票最近不能涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153576645","repostId":"2147894605","repostType":2,"repost":{"id":"2147894605","kind":"news","pubTimestamp":1625031786,"share":"https://ttm.financial/m/news/2147894605?lang=&edition=full","pubTime":"2021-06-30 13:43","market":"us","language":"zh","title":"《自然》:辉瑞新冠疫苗可提供数年保护,甚至可能产生终身抗体","url":"https://stock-news.laohu8.com/highlight/detail?id=2147894605","media":"前瞻网","summary":"疫苗保护程度取决于病毒进化的程度和速度,以及不同类型的疫苗在激发持久免疫反应方面的强大程度。辉瑞疫苗使用mRNA来训练免疫系统对抗SARS-CoV-2。与之前的研究一致,研究人员发现,mRNA疫苗诱导了强烈的抗体反应,而那些新冠康复者(轻症)在接种疫苗后反应甚至更强烈。研究人员称,“因为这种生发中心反应持续了数月,它可能产生了许多可以持续数年的记忆细胞,其中一些记忆细胞可能会在骨髓中扎根,并产生终身抗体。”","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210630135328643v235s0pnrlj9lb7\"/><p>一项小型新研究表明,如果新冠病毒没有显著进化,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>-生物科技公司的COVID-19疫苗可能在数年内提供对抗新冠病毒的保护。</p><p>疫苗保护程度取决于病毒进化的程度和速度,以及不同类型的疫苗在激发持久免疫反应方面的强大程度。辉瑞疫苗使用mRNA来训练免疫系统对抗SARS-CoV-2。尽管mRNA疫苗大大超出了专家的预期,并且在保护人们免受SARS-CoV-2的感染方面表现出了很高的功效,但这种保护能持续多久还不清楚。</p><p>为了弄清楚这一点,一组研究人员招募了41名参与者,他们接受了两剂辉瑞疫苗,8人此前曾感染SARS-CoV-2。研究人员在研究开始时收集了血样,然后在参与者接受第一剂疫苗后的3周、4周、5周、7周和15周收集了血样。</p><p>与之前的研究一致,研究人员发现,mRNA疫苗诱导了强烈的抗体反应,而那些新冠康复者(轻症)在接种疫苗后反应甚至更强烈。</p><p>研究小组还在同一时间跨度内收集了14人的淋巴结样本,这些人之前都没有感染过SARS-CoV-2。为了应对感染和疫苗,被称为“生发中心”(germinal centers)的短暂分子结构在淋巴结内形成。淋巴结是保存免疫系统细胞的腺体,在应对感染时通常会膨胀。</p><p>对于感染SARS-CoV-2的人来说,这些结构在肺部的淋巴结形成,而肺部的淋巴结很难获得,而疫苗通常会刺激腋窝产生这些结构,而腋窝更容易获得。</p><p>这种结构可以训练一种名为B细胞的免疫细胞在数周或数月时间内更好地与SARS-CoV-2结合。这一过程会产生高度训练有素的免疫细胞,其中一些是记忆细胞,会长期记住病毒。</p><p>在新的研究中,研究人员发现,在大多数接种疫苗的参与者中,他们的生发中心继续活跃,在第一次注射后至少15周内训练这些强壮的免疫细胞。</p><p>研究人员称,“因为这种生发中心反应持续了数月,它可能产生了许多可以持续数年的记忆细胞,其中一些记忆细胞可能会在骨髓中扎根,并产生终身抗体。”</p><p>虽然作者没有观察接受Moderna疫苗的人,但他们认为反应可能是相似的,因为这也是一种mRNA疫苗,显示了相当的疗效。</p><p>但这并不一定意味着人们不需要加强注射。</p><p>是否需要加强疫苗注射将取决于病毒的进化程度,以及生发中心产生的细胞是否足够强大,能够处理显著不同的变异。此外,并不是每个人都能产生同样强大的免疫反应;有些人,比如免疫系统受抑制的人,可能需要加强注射。</p><p>研究结果发表在6月28日的《自然》杂志上。</p><p>译/前瞻经济学人APP资讯组</p><p>参考资料:https://www.nature.com/articles/s41586-021-03738-2?utm_medium=affiliate&utm_source=commission_junction&utm_campaign=3_nsn6445_deeplink_PID100052172&utm_content=deeplink</p></article></body></html>","source":"tencent","collect":0,"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>《自然》:辉瑞新冠疫苗可提供数年保护,甚至可能产生终身抗体</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《自然》:辉瑞新冠疫苗可提供数年保护,甚至可能产生终身抗体\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 13:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301353317c1aabe7&s=b><strong>前瞻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一项小型新研究表明,如果新冠病毒没有显著进化,辉瑞-生物科技公司的COVID-19疫苗可能在数年内提供对抗新冠病毒的保护。疫苗保护程度取决于病毒进化的程度和速度,以及不同类型的疫苗在激发持久免疫反应方面的强大程度。辉瑞疫苗使用mRNA来训练免疫系统对抗SARS-CoV-2。尽管mRNA疫苗大大超出了专家的预期,并且在保护人们免受SARS-CoV-2的感染方面表现出了很高的功效,但这种保护能持续多久...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301353317c1aabe7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"PFE":"辉瑞"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301353317c1aabe7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2147894605","content_text":"一项小型新研究表明,如果新冠病毒没有显著进化,辉瑞-生物科技公司的COVID-19疫苗可能在数年内提供对抗新冠病毒的保护。疫苗保护程度取决于病毒进化的程度和速度,以及不同类型的疫苗在激发持久免疫反应方面的强大程度。辉瑞疫苗使用mRNA来训练免疫系统对抗SARS-CoV-2。尽管mRNA疫苗大大超出了专家的预期,并且在保护人们免受SARS-CoV-2的感染方面表现出了很高的功效,但这种保护能持续多久还不清楚。为了弄清楚这一点,一组研究人员招募了41名参与者,他们接受了两剂辉瑞疫苗,8人此前曾感染SARS-CoV-2。研究人员在研究开始时收集了血样,然后在参与者接受第一剂疫苗后的3周、4周、5周、7周和15周收集了血样。与之前的研究一致,研究人员发现,mRNA疫苗诱导了强烈的抗体反应,而那些新冠康复者(轻症)在接种疫苗后反应甚至更强烈。研究小组还在同一时间跨度内收集了14人的淋巴结样本,这些人之前都没有感染过SARS-CoV-2。为了应对感染和疫苗,被称为“生发中心”(germinal centers)的短暂分子结构在淋巴结内形成。淋巴结是保存免疫系统细胞的腺体,在应对感染时通常会膨胀。对于感染SARS-CoV-2的人来说,这些结构在肺部的淋巴结形成,而肺部的淋巴结很难获得,而疫苗通常会刺激腋窝产生这些结构,而腋窝更容易获得。这种结构可以训练一种名为B细胞的免疫细胞在数周或数月时间内更好地与SARS-CoV-2结合。这一过程会产生高度训练有素的免疫细胞,其中一些是记忆细胞,会长期记住病毒。在新的研究中,研究人员发现,在大多数接种疫苗的参与者中,他们的生发中心继续活跃,在第一次注射后至少15周内训练这些强壮的免疫细胞。研究人员称,“因为这种生发中心反应持续了数月,它可能产生了许多可以持续数年的记忆细胞,其中一些记忆细胞可能会在骨髓中扎根,并产生终身抗体。”虽然作者没有观察接受Moderna疫苗的人,但他们认为反应可能是相似的,因为这也是一种mRNA疫苗,显示了相当的疗效。但这并不一定意味着人们不需要加强注射。是否需要加强疫苗注射将取决于病毒的进化程度,以及生发中心产生的细胞是否足够强大,能够处理显著不同的变异。此外,并不是每个人都能产生同样强大的免疫反应;有些人,比如免疫系统受抑制的人,可能需要加强注射。研究结果发表在6月28日的《自然》杂志上。译/前瞻经济学人APP资讯组参考资料:https://www.nature.com/articles/s41586-021-03738-2?utm_medium=affiliate&utm_source=commission_junction&utm_campaign=3_nsn6445_deeplink_PID100052172&utm_content=deeplink","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159987550,"gmtCreate":1624936296970,"gmtModify":1633946764588,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159987550","repostId":"2147855283","repostType":4,"repost":{"id":"2147855283","kind":"highlight","pubTimestamp":1624934944,"share":"https://ttm.financial/m/news/2147855283?lang=&edition=full","pubTime":"2021-06-29 10:49","market":"us","language":"zh","title":"耐克市值一日暴涨320亿刀,北美体育产业迎全面复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2147855283","media":"体育大生意","summary":"耐克2021财年全年营收445.38亿美元。","content":"<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>,作为全球体育品牌的龙头,其业绩能在一定程度上反应美国乃至全球体育市场的兴衰。</p>\n<p>美国时间6月24日周四,耐克发布了2021财年第四财季财报(3月1日至5月31日)。截至 2021 年 5 月 31 日止期间,耐克第四季度收入同比猛增 96%,达到 123 亿美元,好于分析师预计的 110.1 亿美元。即便与 2019 年第四季度相比,其增幅也达到了 21%。</p>\n<p>耐克还表示,该公司2021财年全年营收445.38亿美元,市场预期432.38亿美元,去年同期为374.03亿美元。</p>\n<p>耐克如此强劲的业绩,不但自身股价大涨15.53%,也同步拉升了美股同行业的一批体育品牌的股价,其中包括有Foot Locker、迪克体育(Dick’s Sporting Goods)、<a href=\"https://laohu8.com/S/HIBB\">希贝特体育</a>(Hibbett)甚至竞争对手<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>以及安德玛。<img src=\"https://static.tigerbbs.com/690d4fa2769a2721a1766a833a6b0bb0\" tg-width=\"1080\" tg-height=\"861\" referrerpolicy=\"no-referrer\">耐克为首的体育用品股票齐齐上涨</p>\n<p>从表面来看,耐克业绩持续保持增长,依然高居全球体育品牌的领先位置,而从更深层看来,尤其是结合5月迪克体育发布远超分析师预期的2021年Q1财报,耐克的业绩或许代表着美国体育用品企业逐步摆脱了疫情的笼罩,美国体育市场正在强势复苏。(延伸阅读:营收96亿刀、股价暴涨148%,美国最大体育零售商迪克体育逆袭)</p>\n<h2>北美收入同比增长141%</h2>\n<p>驱动耐克营收增加的主要因素在于北美区域。耐克表示,北美地区为公司带来了创纪录的收入,同比增长141%,达到53.8亿美元。随着市场的重新开放和运动的恢复,耐克北美的数字渠道增长也持续强劲,与上一年相比增长了54%。<img src=\"https://static.tigerbbs.com/6180faf12da9a050d355a56244b3d777\" tg-width=\"1080\" tg-height=\"796\" referrerpolicy=\"no-referrer\">财报发布盘后耐克股价大涨</p>\n<p>在公布财报后,耐克的股价也应声上涨。耐克股价上涨了15.53%,来到了154.35美元的历史新高位置。截至美国时间6月25日收盘时,耐克的市值为2438.68亿美元,较前一个交易日增长约320亿美元。</p>\n<p>“耐克本季度和整个财年的强劲业绩证明了耐克独特的竞争优势以及与全球消费者的深厚联系,”耐克总裁兼首席执行官约翰·多纳霍 (John·Donahoe) 说,“21 财年对耐克来说是关键的一年,因为我们将消费者直接加速战略带到了整个市场。在我们势头的推动下,我们继续投资于创新和我们的数字领导地位,为耐克的长期增长奠定基础。”</p>\n<p>至于通常是耐克增长最快市场之一的大中华地区,第四财季财报的收入增长为 17%,达到了 19.3 亿美元。尽管此前受到新疆棉事件的影响,但大中华地区对于耐克的抵制并没有过多影响耐克的业绩。<img src=\"https://static.tigerbbs.com/cb63dff4ab323b9ef3faf93883853795\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">“耐克是一个属于中国、为中国服务的品牌”多纳霍表示,耐克在中国已经有40年了,他仍然相信中国未来依然是快速增长的市场。</p>\n<p>“基于我们在大中华区 40 年的历史,我们将继续投资,为消费者提供耐克必须以与当地相关的方式提供的最佳产品。”耐克首席财务官马特·弗兰德(Matt·Friend)在电话会议上补充道。</p>\n<h2>北美业绩暴涨原因:零售商批发出货量增加</h2>\n<p>据美国媒体报道,耐克强劲的四季度表现是由于美国体育用品实体店的批发出货量增加。耐克主要的批发合作伙伴,如迪克体育、Foot Locker 和 JD Sports 都在大流行后重新开业。</p>\n<p>“今天,我们正在与 迪克体育、Foot Locker 和 JD Sports 等大型战略合作伙伴以及对体育表现和生活方式非常感兴趣的当地社区合作伙伴密切合作,”多纳霍说道。“我们共同推动变革,为世界各地的消费者创造一种新的、更加互联和无缝的体验,这正是消费者想要的。”</p>\n<p>体育大生意曾于此前报道,迪克体育已经连续四季度发布了超预期的财务数据。而推动<a href=\"https://laohu8.com/S/DKS\">迪克体育用品</a>在过去一个季度发展迅猛的原因主要归功于高尔夫以及团队运动业务的出色表现。</p>\n<p>受到疫情影响,美国许多青少年体育活动被迫取消或延后一年。随着青少年们以及学生们重返球场,也带动了耐克以及迪克体育等公司团队运动装备业务的增长。<img src=\"https://static.tigerbbs.com/3cd6226e34d87199ed5a4b627ea1fe4f\" tg-width=\"1080\" tg-height=\"616\" referrerpolicy=\"no-referrer\">耐克深度参与美国校园体育</p>\n<p>以NCAA为例,由于疫情影响,NCAA历史上首次取消了2020赛季所有男子和女子的篮球锦标赛。往年“疯狂三月”的场景,未能在2020年与美国狂热的篮球迷见面。如此一来,就导致了NCAA参赛球队所属的大学生乃至社会球迷减少由NCAA催生的体育消费。</p>\n<p>到了2021年,在疫情逐渐好转以及疫苗应用的影响下,NCAA锦标赛重燃战火。从2021年3月18日到4月5日,NCAA历经多场激烈比赛,最终由贝勒大学战胜冈萨加大学,取得了2021年NCAA的冠军。<img src=\"https://static.tigerbbs.com/3bdd2a261be784060c65da33894d2e62\" tg-width=\"926\" tg-height=\"610\" referrerpolicy=\"no-referrer\">2020-21赛季NCAA顺利举行</p>\n<p>在球场容量上,2020-21赛季NCAA允许最多25%的容量,包括运动员、教练员、基本工作人员和球员的家庭成员,以及减少的球迷数量。从精英八强到最终的总决赛,平均约有17500名球迷出席。</p>\n<p>从2020-2021赛季NCAA的状况看出,以NCAA为首的校园体育正在逐渐重回正轨,校园体育也正是体育用品批发的主力军,这显然对于作为美国体育品牌“大户”的耐克是利好消息。</p>\n<p>这也正好与耐克2021年第四财季的时间相吻合,从侧面印证了耐克财报中批发出货量增加导致收入增长的原因。</p>\n<h2>美国体育市场已走出疫情迷雾</h2>\n<p>疫情对于美国体育产业的影响有多大?让我们来看一组数据。</p>\n<p>仅在 2020 年 3 月,美国约有 70 万青年运动员无法参加预定的赛事,赛事组织者为此付出了 7 亿美元的代价;当每项体育赛事在 3 月中旬被取消或推迟时,这一举动影响了大约130 万个体育工作岗位;2020年NCAA“疯狂三月”迫于无奈被取消,仅仅因为这一个月,NCAA就损失超过8亿美元收入;2019-20赛季NBA的总收入为83亿美元,同比下跌10%,这其中包括8亿美元的门票收入损失。<img src=\"https://static.tigerbbs.com/93eb8e3b8de93caccb02d0e49b5cf932\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\">本赛季NBA恢复规模球迷进场</p>\n<p>随着美国疫情逐渐好转以及人们逐步接种疫苗的前提下,美国体育赛事正在陆续放开限制。在激战正酣的NBA季后赛中,我们可以通过转播镜头看到到现场观赛的球迷与疫情爆发前相差无几。</p>\n<p>密尔沃基雄鹿队主场拥有17500个座位,允许16500名球迷上座;亚特兰大老鹰队球场拥有18118个座位,他们允许100%容量上座;菲尼克斯太阳主场拥有18422个座位,在季后赛时间他们开放了16000个座位。</p>\n<p>截至美国时间6月27日,美国民众完全接种疫苗的比例为46.6%,至少接种一剂的比例为54.6%。得益于新冠疫苗的应用,近几个月来美国新冠肺炎新增感染、住院和死亡病例数等核心疫情指标比起高峰期显著下降,纽约和加州等多地也取消了更多防疫限制措施。<img src=\"https://static.tigerbbs.com/c76dcb51bbed2b802896d0f16b1c14a5\" tg-width=\"1080\" tg-height=\"514\" referrerpolicy=\"no-referrer\">美国疫苗接种情况</p>\n<p>除了球迷们大规模进场观赛以外,耐克2021财年北美的业绩,也释放了美国体育市场复苏的信号。耐克2021财年北美收入增长19%至171.79亿美元,美国群众对于运动的迫切需求,正在加速着美国体育市场的复苏。<img src=\"https://static.tigerbbs.com/8a44ed0f23017dc04c2fb260fff014a4\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\">耐克2021财年业绩</p>\n<p>美国数据统计机构Statista在2020年8月对全球体育产业领导者做了一份问卷调查,约有43.4%的受访者表示,他们认为体育产业将在2022年恢复到COVID-19之前的水平。</p>\n<p>从耐克超预期业绩、美国校园体育回归正轨以及职业体育联盟开始大规模接待观众等现象看来,美国体育市场全面复苏的脚步,似乎要来得更快些。</p>","source":"36kr_stock","collect":0,"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>耐克市值一日暴涨320亿刀,北美体育产业迎全面复苏</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耐克市值一日暴涨320亿刀,北美体育产业迎全面复苏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 10:49 北京时间 <a href=https://36kr.com/p/1288752167612424><strong>体育大生意</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>耐克,作为全球体育品牌的龙头,其业绩能在一定程度上反应美国乃至全球体育市场的兴衰。\n美国时间6月24日周四,耐克发布了2021财年第四财季财报(3月1日至5月31日)。截至 2021 年 5 月 31 日止期间,耐克第四季度收入同比猛增 96%,达到 123 亿美元,好于分析师预计的 110.1 亿美元。即便与 2019 年第四季度相比,其增幅也达到了 21%。\n耐克还表示,该公司2021财年全年...</p>\n\n<a href=\"https://36kr.com/p/1288752167612424\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e7d64fe74200def49d40052d7e96014","relate_stocks":{"NKE":"耐克"},"source_url":"https://36kr.com/p/1288752167612424","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147855283","content_text":"耐克,作为全球体育品牌的龙头,其业绩能在一定程度上反应美国乃至全球体育市场的兴衰。\n美国时间6月24日周四,耐克发布了2021财年第四财季财报(3月1日至5月31日)。截至 2021 年 5 月 31 日止期间,耐克第四季度收入同比猛增 96%,达到 123 亿美元,好于分析师预计的 110.1 亿美元。即便与 2019 年第四季度相比,其增幅也达到了 21%。\n耐克还表示,该公司2021财年全年营收445.38亿美元,市场预期432.38亿美元,去年同期为374.03亿美元。\n耐克如此强劲的业绩,不但自身股价大涨15.53%,也同步拉升了美股同行业的一批体育品牌的股价,其中包括有Foot Locker、迪克体育(Dick’s Sporting Goods)、希贝特体育(Hibbett)甚至竞争对手阿迪达斯以及安德玛。耐克为首的体育用品股票齐齐上涨\n从表面来看,耐克业绩持续保持增长,依然高居全球体育品牌的领先位置,而从更深层看来,尤其是结合5月迪克体育发布远超分析师预期的2021年Q1财报,耐克的业绩或许代表着美国体育用品企业逐步摆脱了疫情的笼罩,美国体育市场正在强势复苏。(延伸阅读:营收96亿刀、股价暴涨148%,美国最大体育零售商迪克体育逆袭)\n北美收入同比增长141%\n驱动耐克营收增加的主要因素在于北美区域。耐克表示,北美地区为公司带来了创纪录的收入,同比增长141%,达到53.8亿美元。随着市场的重新开放和运动的恢复,耐克北美的数字渠道增长也持续强劲,与上一年相比增长了54%。财报发布盘后耐克股价大涨\n在公布财报后,耐克的股价也应声上涨。耐克股价上涨了15.53%,来到了154.35美元的历史新高位置。截至美国时间6月25日收盘时,耐克的市值为2438.68亿美元,较前一个交易日增长约320亿美元。\n“耐克本季度和整个财年的强劲业绩证明了耐克独特的竞争优势以及与全球消费者的深厚联系,”耐克总裁兼首席执行官约翰·多纳霍 (John·Donahoe) 说,“21 财年对耐克来说是关键的一年,因为我们将消费者直接加速战略带到了整个市场。在我们势头的推动下,我们继续投资于创新和我们的数字领导地位,为耐克的长期增长奠定基础。”\n至于通常是耐克增长最快市场之一的大中华地区,第四财季财报的收入增长为 17%,达到了 19.3 亿美元。尽管此前受到新疆棉事件的影响,但大中华地区对于耐克的抵制并没有过多影响耐克的业绩。“耐克是一个属于中国、为中国服务的品牌”多纳霍表示,耐克在中国已经有40年了,他仍然相信中国未来依然是快速增长的市场。\n“基于我们在大中华区 40 年的历史,我们将继续投资,为消费者提供耐克必须以与当地相关的方式提供的最佳产品。”耐克首席财务官马特·弗兰德(Matt·Friend)在电话会议上补充道。\n北美业绩暴涨原因:零售商批发出货量增加\n据美国媒体报道,耐克强劲的四季度表现是由于美国体育用品实体店的批发出货量增加。耐克主要的批发合作伙伴,如迪克体育、Foot Locker 和 JD Sports 都在大流行后重新开业。\n“今天,我们正在与 迪克体育、Foot Locker 和 JD Sports 等大型战略合作伙伴以及对体育表现和生活方式非常感兴趣的当地社区合作伙伴密切合作,”多纳霍说道。“我们共同推动变革,为世界各地的消费者创造一种新的、更加互联和无缝的体验,这正是消费者想要的。”\n体育大生意曾于此前报道,迪克体育已经连续四季度发布了超预期的财务数据。而推动迪克体育用品在过去一个季度发展迅猛的原因主要归功于高尔夫以及团队运动业务的出色表现。\n受到疫情影响,美国许多青少年体育活动被迫取消或延后一年。随着青少年们以及学生们重返球场,也带动了耐克以及迪克体育等公司团队运动装备业务的增长。耐克深度参与美国校园体育\n以NCAA为例,由于疫情影响,NCAA历史上首次取消了2020赛季所有男子和女子的篮球锦标赛。往年“疯狂三月”的场景,未能在2020年与美国狂热的篮球迷见面。如此一来,就导致了NCAA参赛球队所属的大学生乃至社会球迷减少由NCAA催生的体育消费。\n到了2021年,在疫情逐渐好转以及疫苗应用的影响下,NCAA锦标赛重燃战火。从2021年3月18日到4月5日,NCAA历经多场激烈比赛,最终由贝勒大学战胜冈萨加大学,取得了2021年NCAA的冠军。2020-21赛季NCAA顺利举行\n在球场容量上,2020-21赛季NCAA允许最多25%的容量,包括运动员、教练员、基本工作人员和球员的家庭成员,以及减少的球迷数量。从精英八强到最终的总决赛,平均约有17500名球迷出席。\n从2020-2021赛季NCAA的状况看出,以NCAA为首的校园体育正在逐渐重回正轨,校园体育也正是体育用品批发的主力军,这显然对于作为美国体育品牌“大户”的耐克是利好消息。\n这也正好与耐克2021年第四财季的时间相吻合,从侧面印证了耐克财报中批发出货量增加导致收入增长的原因。\n美国体育市场已走出疫情迷雾\n疫情对于美国体育产业的影响有多大?让我们来看一组数据。\n仅在 2020 年 3 月,美国约有 70 万青年运动员无法参加预定的赛事,赛事组织者为此付出了 7 亿美元的代价;当每项体育赛事在 3 月中旬被取消或推迟时,这一举动影响了大约130 万个体育工作岗位;2020年NCAA“疯狂三月”迫于无奈被取消,仅仅因为这一个月,NCAA就损失超过8亿美元收入;2019-20赛季NBA的总收入为83亿美元,同比下跌10%,这其中包括8亿美元的门票收入损失。本赛季NBA恢复规模球迷进场\n随着美国疫情逐渐好转以及人们逐步接种疫苗的前提下,美国体育赛事正在陆续放开限制。在激战正酣的NBA季后赛中,我们可以通过转播镜头看到到现场观赛的球迷与疫情爆发前相差无几。\n密尔沃基雄鹿队主场拥有17500个座位,允许16500名球迷上座;亚特兰大老鹰队球场拥有18118个座位,他们允许100%容量上座;菲尼克斯太阳主场拥有18422个座位,在季后赛时间他们开放了16000个座位。\n截至美国时间6月27日,美国民众完全接种疫苗的比例为46.6%,至少接种一剂的比例为54.6%。得益于新冠疫苗的应用,近几个月来美国新冠肺炎新增感染、住院和死亡病例数等核心疫情指标比起高峰期显著下降,纽约和加州等多地也取消了更多防疫限制措施。美国疫苗接种情况\n除了球迷们大规模进场观赛以外,耐克2021财年北美的业绩,也释放了美国体育市场复苏的信号。耐克2021财年北美收入增长19%至171.79亿美元,美国群众对于运动的迫切需求,正在加速着美国体育市场的复苏。耐克2021财年业绩\n美国数据统计机构Statista在2020年8月对全球体育产业领导者做了一份问卷调查,约有43.4%的受访者表示,他们认为体育产业将在2022年恢复到COVID-19之前的水平。\n从耐克超预期业绩、美国校园体育回归正轨以及职业体育联盟开始大规模接待观众等现象看来,美国体育市场全面复苏的脚步,似乎要来得更快些。","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123507614,"gmtCreate":1624427907138,"gmtModify":1634006244546,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"加仓,辉瑞。","listText":"加仓,辉瑞。","text":"加仓,辉瑞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123507614","repostId":"2145062155","repostType":2,"repost":{"id":"2145062155","kind":"highlight","pubTimestamp":1624421535,"share":"https://ttm.financial/m/news/2145062155?lang=&edition=full","pubTime":"2021-06-23 12:12","market":"hk","language":"zh","title":"2021年,四大疫苗公司要洗牌了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145062155","media":"放大灯","summary":"面对肆虐世界一年多的新冠疫情,疫苗是人类手中的有力武器。不过,大众的关注和赞美属于成功者,那些投入巨资和人力研制疫苗的失败者,则无人问津——即便疫苗巨头也不例外。但迄今为止,除了辉瑞,其它三家疫苗巨头表现都不如人意。四大疫苗公司疫苗业务的营收规模及主力品种,各有所长。如果单看2019年的情况,四大疫苗公司之中,论销售额,辉瑞是倒数第二;论对单一疫苗品种的依赖,辉瑞也最严重。","content":"<p>面对肆虐世界一年多的新冠疫情,疫苗是人类手中的有力武器。不过,大众的关注和赞美属于成功者,那些投入巨资和人力研制疫苗的失败者,则无人问津——即便疫苗巨头也不例外。</p>\n<p>疫情之前,疫苗四巨头(Big Four vaccine makers)——<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>、<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>占据全球疫苗市场九成份额,疫苗年销售额达300多亿美元。但迄今为止,<b>除了辉瑞,其它三家疫苗巨头表现都不如人意。</b></p>\n<p>是什么拖慢了巨人们的脚步?</p>\n<h2><b>01 既有钞能力,也有好运气</b></h2>\n<p>四大疫苗公司疫苗业务的营收规模及主力品种,各有所长。</p>\n<p>为首的是总部位于英国的<a href=\"https://laohu8.com/S/GSK.UK\">葛兰素史克</a>,2019年,葛兰素史克疫苗业务营收高达<b>94.96亿美元</b>。其中,拳头产品带状疱疹疫苗Shingrix贡献了超四分之一的营收;美国的默沙东销售额则位居次席,疫苗业务在2019年的销售额<b>近80亿美元</b>,其中HPV疫苗Gardasil及Gardasil 9占比近半[1]。</p>\n<p>你或许已经数次看到九价HPV疫苗供不应求,甚至需要摇号接种的新闻[2]。<b>这里的HPV疫苗,就来自默沙东。</b>Gardasil与Gardasil 9的区别在于,前者可预防4种类型的HPV病毒,后者为9种。</p>\n<p><img src=\"https://static.tigerbbs.com/ed38e59cf837cba01b1b2c89582e2353\" tg-width=\"1080\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>注:葛兰素史克及赛诺菲业绩,系按当期财报截止日汇率转换为美元。</p>\n<p>赛诺菲和辉瑞在疫苗业务上的营收,则稍显逊色。但两家公司同样各有所长:</p>\n<p>法国<b>赛诺菲是全球最重要的流感疫苗供应商</b>(准确地说,是赛诺菲旗下的疫苗业务部门赛诺菲·巴斯德。为行文便宜,下文仍简称赛诺菲)。财大气粗的美国制药巨头辉瑞,则在2009年以680亿美元的天价并购了惠氏(Wyeth),并获得了后者的<b>13价肺炎球菌结合疫苗Prevanar 13</b>。Prevanar 13堪称辉瑞的看家疫苗,2019年为辉瑞疫苗业务贡献了近九成的营收。</p>\n<p>如果单看2019年的情况,四大疫苗公司之中,论销售额,辉瑞是倒数第二;论对单一疫苗品种的依赖,辉瑞也最严重。</p>\n<p>但这些,都是新冠疫情来临之前的故事了。</p>\n<blockquote>\n 2020年1月,新冠疫情爆发后,德国生物科技企业BioNTech的创始人乌古尔·萨欣(Ugur Sahin)博士迅速决定研制mRNA新冠疫苗;至2月底,BioNTech准备对4个候选疫苗进行临床前试验;3月,BioNTech就与辉瑞达成了联合开发意向[3]。\n</blockquote>\n<p>BioNTech(德国生物新技术公司,中文名多称拜恩泰科)2008年成立于德国,专注于以mRNA技术研发生物制药产品,与德国的CureVac、美国的Moderna并称mRNA疗法三巨头。值得注意的是,从2008年到2019年,<b>BioNTech在成立的10余年间,未有产品上市。</b></p>\n<p>辉瑞与BioNTech算是老朋友了。早在2018年8月,二者就针对开发mRNA流感疫苗展开合作[4]。而2020年3月这一次,辉瑞将负责候选疫苗的临床试验和参与分销,并在疫苗成功商业化之前垫付所有开发成本。辉瑞预先支付了1.85亿美元的预付款,还承诺在疫苗开发完成后再拨款5.63亿美元[3]。</p>\n<p>辉瑞再一次动用了钞能力。</p>\n<p><b>一个提供技术和产权,一个负责临床试验和分销,</b>辉瑞和BioNTech的合作就这样开始了。2020年12月,辉瑞与BioNTech合作研发的mRNA疫苗BNT162b2获FDA紧急使用授权。</p>\n<p>辉瑞赌赢了。</p>\n<p>财报显示,2021年一季度,辉瑞实现了145.82亿美元的营收。而增长主要是由新冠疫苗带来的——BNT162b2一季度的销售额高达<b>34.62亿美元</b>,并代替了13价肺炎球菌结合疫苗,<b>成为辉瑞最重磅的疫苗品种</b>[5]。</p>\n<p><img src=\"https://static.tigerbbs.com/17226239a59ac7b1f53ed55fc7d9657b\" tg-width=\"1080\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p>\n<h2><b>02 研发不积极,思想有问题?</b></h2>\n<p>但在辉瑞新冠疫苗推出近半年后,葛兰素史克、默沙东、赛诺菲迟迟未有新冠疫苗上市,集体哑火。</p>\n<p>它们是真做不出疫苗吗?</p>\n<h3><b>疫苗研发,没那么简单</b></h3>\n<p>事实上,像辉瑞这样积极从事新疫苗开发的药企,反而是异数。</p>\n<p>疫苗研发动辄需要八到十年,乃至更长时间,投入的资金更是以数十亿乃至百亿美元计。<b>一旦研发失败或上市后出现问题,企业将面临极大损失。</b>赛诺菲的登革热疫苗Dengvaxia就是一个惨痛的前例:</p>\n<p>历经近20年、约15亿美元的研发投入,2015年,赛诺菲的Dengvaxia作为全球第一个登革热疫苗上市。但Dengvaxia在菲律宾推广接种后,出现十几例儿童接种后出现重症登革热乃至死亡病例。赛诺菲从此陷入了与菲律宾政府无休止的诉讼和赔偿之中[6]。</p>\n<p>更关键的问题是,<b>没有人能预计突发的疫情会持续多久。</b></p>\n<p>如果疫情突然结束,疫苗或许会招募不到足够的临床入组患者。更进一步,千辛万苦研制出疫苗,会失去用武之地。SARS疫苗就是一个典型的例子:</p>\n<p>2016年,钟南山就在抗击非典十周年学术研讨会上表示,当年研发SARS疫苗非常辛苦。但研发走到后期,国内已经没有病人,所以SARS疫苗的研发便放弃了[7]。</p>\n<p>研发耗时漫长、资金投入巨大、无法预测疫情走向、决策机构臃肿……种种因素导致的行业现状是:除非判定一款疫苗有极好的市场前景,制药巨头们一般并不轻易投入大量人力物力,进行一款新疫苗的开发。</p>\n<h3><b>躺平,还是努力亏几亿</b></h3>\n<p>2020年3月,葛兰素史克健康部门总监托马斯·布洛伊尔就表示,疫苗研发耗时漫长,且很难预测疫情的中长期流行情况,因此,疫苗生产只有大规模地推进才是值得的[8]。</p>\n<p>新冠流行伊始,<b>葛兰素史克就做了非常守成而安全的选择:</b>直接绕开原研,选择利用自身优势,为其它公司提供疫苗佐剂。或者,更直接一点,利用资金优势投资疫苗研发企业。</p>\n<p><img src=\"https://static.tigerbbs.com/5d9ac71546745aa0c46f535df6039ded\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p>\n<p>为什么没有研发出新冠疫苗?</p>\n<p>葛兰素史克的答案其实非常简单:<b>从头到尾,它就完全没想自研。</b></p>\n<p>选择躺平的葛兰素史克,态度到了2021年才发生变化。</p>\n<p>2021年2月3日,葛兰素史克宣布,将与生物科技创企CureVac合作。葛兰素史克的比利时工厂将代工1亿剂CureVac的候选新冠疫苗。同时,两家公司将<b>合作研发能够应对多种变异的下一代新冠疫苗。</b>葛兰素史克支付了7500万欧元,买下了CureVac下一代疫苗的商业化权利。如果疫苗研发达到约定的里程碑,葛兰素史克还将再支付7500万欧元[9]。</p>\n<p>不过,葛兰素史克运气实在不好:就在6月17日,CureVac公司宣布,其mRNA新冠病毒候选疫苗2b/3期研究的第二次中期分析结果显示,有效性仅为47%,不符合预先指定的统计成功标准,这使得公司股价在盘后交易中一度暴跌逾50%[10]。</p>\n<p>如果说后知后觉的葛兰素史克运气不佳,<b>那么赛诺菲则还没答完卷</b>——赛诺菲有两款新冠疫苗在研:2020年2月宣布的自研重组蛋白疫苗(正是由葛兰素史克提供佐剂),以及与Translate Bio合研的mRNA疫苗。</p>\n<p>在研发上新冠疫苗这件事上,赛诺菲的起跑很早,它公布与Tanslate Bio的合作消息时,距离辉瑞与BioNTech官宣合作才刚刚过去10天[11][12]。</p>\n<p>但与BioNTech不同,在mRNA技术领域,Tanslate Bio并非第一梯队选手。2021年3月,在BioNTech的新冠疫苗获批开打三月之后,Tanslate Bio终于才开启了临床Ⅰ期合并Ⅱ期临床试验[13]。至于赛诺菲自研的重组蛋白疫苗,则在2021年5月底开启临床Ⅲ期试验。赛诺菲预计,这款疫苗有望在2021年四季度上市销售[14]。</p>\n<p>要论最“惨”的厂商,恐怕还要数默沙东。</p>\n<p>担心疫苗研发损失的默沙东同样没有选择自研,而是<b>选择直接购买或与他人合作开发候选疫苗和特效药。</b></p>\n<p><img src=\"https://static.tigerbbs.com/7ef1c57b88299a874920326732c5cca1\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>但墨菲定律还是找上门来了。</p>\n<p>2021年1月,由于临床数据不及预期,默沙东终止了候选新冠疫苗V590、V591的开发,转而主攻新冠特效药的研究。</p>\n<p>坏消息到这里还不算完,到了4月,潜在特效药MK-7110的研发也被叫停[15]。</p>\n<p>根据生物医药媒体Fierce Biotech的测算,由于连续失败,<b>默沙东在押注上新冠疫情上的损失已有4.93亿美元</b>[16]。</p>\n<p>现在,默沙东所有的希望,都在“幸存”的特效药MK-4482身上了。</p>\n<p>关于这款药的最新消息是,美东时间6月9日,默沙东与美国政府签订了协议——一旦获准紧急使用,美国政府将进行170万疗程、总额为12亿美元的采购。默沙东测算,到2021年底,该药物的产能可达1000万疗程[17]。</p>\n<p>这意味着,在最理想的情况下,这款药物今年能为默沙东带来约<b>70.59亿美元</b>的营收。</p>\n<h2><b>03 行业已天翻地覆</b></h2>\n<p>如果将视野扩展至整个疫苗行业,我们会发现,由于新冠疫情的影响,整个疫苗行业已经发生了翻天覆地的变化。</p>\n<p>新冠疫情来临之前,疫苗行业的总规模约为330亿美元,仅占全球制药行业的3%。2020年,<b>全球最畅销的10款药物中,仅有一款疫苗</b>,即前文提到的辉瑞13价肺炎结合疫苗Prevanar 13[18]。</p>\n<p><img src=\"https://static.tigerbbs.com/8ae65aebafa766f14c07afe2c88e9a64\" tg-width=\"841\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>图源 | 生物探索网站[18]</p>\n<p>而新冠疫情到来后,疫苗不再是那个站在制药界边缘的小角色了。</p>\n<p><a href=\"https://laohu8.com/S/600369\">西南证券</a>测算,按较为主流的两针接种法,要在全球达成群体免疫,<b>接种疫苗的总费用近2184亿美元</b>[19]。这意味着,新冠疫情让全球疫苗市场的规模,增长到了原来的6.6倍。<b>光是市场增量,就足以再造好几个疫苗巨头。</b></p>\n<p>BioNTech有12年历史,Moderna也有8年历史,但在新冠疫情之前,这对难兄难弟都没有产品上市。但随着各自mRNA疫苗的问世,两家均有成为新兴疫苗巨头的态势。</p>\n<p>Moderna在2021年一季度首次扭亏为盈:一季度实现营收19.37亿美元,净利润12.21亿美元[20]。</p>\n<p>同样得益于新冠疫苗的销售,2021年一季度,BioNTech营收为<b>20.48亿欧元</b>,净利润约为<b>11.28亿欧元</b>(按财报截止当日汇率,分别约合24.05亿美元、13.25亿美元)。BioNTech还预计,2021年的产能将达到30亿剂,交付现有18亿剂订单后,将获得124亿欧元的营收。作为BioNTech合作伙伴的辉瑞,也已把新冠疫苗全年销售预期上调至260亿美元。</p>\n<p>中国的疫苗公司,也成为此次新冠疫情中崛起的新势力。</p>\n<p>以研发出灭活疫苗的北京科兴中维生物技术有限公司(以下简称科兴中维)为例——</p>\n<p><a href=\"https://laohu8.com/S/01177\">中国生物制药</a>一季度财报披露,中国生物制药首季应占联营公司及一家合营公司盈利达到14.76亿元,上年同期仅249.3万元。而这里的合营公司,就是去年被中国生物制药收购了15.03%股权的科兴中维。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>医药丁丹团队测算称,<b>科兴中维一季度净利润约100亿元</b>(约合人民币15.26亿美元)[21]。</p>\n<p>截至4月份,科兴中维疫苗的出货量约2亿剂。而科兴中维董事长尹卫东前不久表示,今年其产能有望提升至20亿剂[22]。虽然扩充产能会大幅增加生产成本,但即便如此,科兴中维今年的营收及利润规模已相当值得期待。</p>\n<p>反观传统的四大疫苗公司,它们2020年的营收也不过<b>65.75亿~95.40亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ed38e59cf837cba01b1b2c89582e2353\" tg-width=\"1080\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>注:葛兰素史克及赛诺菲业绩,系按当期财报截止日汇率转换为美元</p>\n<p>新兴的生物科技公司们,挑战制药巨头们尚需时日,丰富管线的建设、分销体系的建立、来自医疗人员和患者的认可……这些都并非一日之功。仅就业绩规模而言,四大疫苗公司的排序,可能要重新排排座了。</p>\n<p>自2020年末起,全球范围内的新冠疫苗陆续获批,这意味着,等到2022年上半年各家发布财报后,新冠疫苗对各公司业绩的具体影响将一览无余。</p>\n<p>到底谁能成为新的四大疫苗巨头?又或许,新巨头们远不止四家?</p>\n<p>届时就能见分晓了。</p>","source":"lsy1594372250049","collect":0,"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>2021年,四大疫苗公司要洗牌了?</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\">\n2021年,四大疫苗公司要洗牌了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 12:12 北京时间 <a href=https://36kr.com/p/1280304259526662><strong>放大灯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对肆虐世界一年多的新冠疫情,疫苗是人类手中的有力武器。不过,大众的关注和赞美属于成功者,那些投入巨资和人力研制疫苗的失败者,则无人问津——即便疫苗巨头也不例外。\n疫情之前,疫苗四巨头(Big Four vaccine makers)——辉瑞、葛兰素史克、默沙东、赛诺菲占据全球疫苗市场九成份额,疫苗年销售额达300多亿美元。但迄今为止,除了辉瑞,其它三家疫苗巨头表现都不如人意。\n是什么拖慢了巨人们...</p>\n\n<a href=\"https://36kr.com/p/1280304259526662\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"GSK.UK":"葛兰素史克","GSK":"葛兰素史克","PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://36kr.com/p/1280304259526662","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145062155","content_text":"面对肆虐世界一年多的新冠疫情,疫苗是人类手中的有力武器。不过,大众的关注和赞美属于成功者,那些投入巨资和人力研制疫苗的失败者,则无人问津——即便疫苗巨头也不例外。\n疫情之前,疫苗四巨头(Big Four vaccine makers)——辉瑞、葛兰素史克、默沙东、赛诺菲占据全球疫苗市场九成份额,疫苗年销售额达300多亿美元。但迄今为止,除了辉瑞,其它三家疫苗巨头表现都不如人意。\n是什么拖慢了巨人们的脚步?\n01 既有钞能力,也有好运气\n四大疫苗公司疫苗业务的营收规模及主力品种,各有所长。\n为首的是总部位于英国的葛兰素史克,2019年,葛兰素史克疫苗业务营收高达94.96亿美元。其中,拳头产品带状疱疹疫苗Shingrix贡献了超四分之一的营收;美国的默沙东销售额则位居次席,疫苗业务在2019年的销售额近80亿美元,其中HPV疫苗Gardasil及Gardasil 9占比近半[1]。\n你或许已经数次看到九价HPV疫苗供不应求,甚至需要摇号接种的新闻[2]。这里的HPV疫苗,就来自默沙东。Gardasil与Gardasil 9的区别在于,前者可预防4种类型的HPV病毒,后者为9种。\n\n注:葛兰素史克及赛诺菲业绩,系按当期财报截止日汇率转换为美元。\n赛诺菲和辉瑞在疫苗业务上的营收,则稍显逊色。但两家公司同样各有所长:\n法国赛诺菲是全球最重要的流感疫苗供应商(准确地说,是赛诺菲旗下的疫苗业务部门赛诺菲·巴斯德。为行文便宜,下文仍简称赛诺菲)。财大气粗的美国制药巨头辉瑞,则在2009年以680亿美元的天价并购了惠氏(Wyeth),并获得了后者的13价肺炎球菌结合疫苗Prevanar 13。Prevanar 13堪称辉瑞的看家疫苗,2019年为辉瑞疫苗业务贡献了近九成的营收。\n如果单看2019年的情况,四大疫苗公司之中,论销售额,辉瑞是倒数第二;论对单一疫苗品种的依赖,辉瑞也最严重。\n但这些,都是新冠疫情来临之前的故事了。\n\n 2020年1月,新冠疫情爆发后,德国生物科技企业BioNTech的创始人乌古尔·萨欣(Ugur Sahin)博士迅速决定研制mRNA新冠疫苗;至2月底,BioNTech准备对4个候选疫苗进行临床前试验;3月,BioNTech就与辉瑞达成了联合开发意向[3]。\n\nBioNTech(德国生物新技术公司,中文名多称拜恩泰科)2008年成立于德国,专注于以mRNA技术研发生物制药产品,与德国的CureVac、美国的Moderna并称mRNA疗法三巨头。值得注意的是,从2008年到2019年,BioNTech在成立的10余年间,未有产品上市。\n辉瑞与BioNTech算是老朋友了。早在2018年8月,二者就针对开发mRNA流感疫苗展开合作[4]。而2020年3月这一次,辉瑞将负责候选疫苗的临床试验和参与分销,并在疫苗成功商业化之前垫付所有开发成本。辉瑞预先支付了1.85亿美元的预付款,还承诺在疫苗开发完成后再拨款5.63亿美元[3]。\n辉瑞再一次动用了钞能力。\n一个提供技术和产权,一个负责临床试验和分销,辉瑞和BioNTech的合作就这样开始了。2020年12月,辉瑞与BioNTech合作研发的mRNA疫苗BNT162b2获FDA紧急使用授权。\n辉瑞赌赢了。\n财报显示,2021年一季度,辉瑞实现了145.82亿美元的营收。而增长主要是由新冠疫苗带来的——BNT162b2一季度的销售额高达34.62亿美元,并代替了13价肺炎球菌结合疫苗,成为辉瑞最重磅的疫苗品种[5]。\n\n02 研发不积极,思想有问题?\n但在辉瑞新冠疫苗推出近半年后,葛兰素史克、默沙东、赛诺菲迟迟未有新冠疫苗上市,集体哑火。\n它们是真做不出疫苗吗?\n疫苗研发,没那么简单\n事实上,像辉瑞这样积极从事新疫苗开发的药企,反而是异数。\n疫苗研发动辄需要八到十年,乃至更长时间,投入的资金更是以数十亿乃至百亿美元计。一旦研发失败或上市后出现问题,企业将面临极大损失。赛诺菲的登革热疫苗Dengvaxia就是一个惨痛的前例:\n历经近20年、约15亿美元的研发投入,2015年,赛诺菲的Dengvaxia作为全球第一个登革热疫苗上市。但Dengvaxia在菲律宾推广接种后,出现十几例儿童接种后出现重症登革热乃至死亡病例。赛诺菲从此陷入了与菲律宾政府无休止的诉讼和赔偿之中[6]。\n更关键的问题是,没有人能预计突发的疫情会持续多久。\n如果疫情突然结束,疫苗或许会招募不到足够的临床入组患者。更进一步,千辛万苦研制出疫苗,会失去用武之地。SARS疫苗就是一个典型的例子:\n2016年,钟南山就在抗击非典十周年学术研讨会上表示,当年研发SARS疫苗非常辛苦。但研发走到后期,国内已经没有病人,所以SARS疫苗的研发便放弃了[7]。\n研发耗时漫长、资金投入巨大、无法预测疫情走向、决策机构臃肿……种种因素导致的行业现状是:除非判定一款疫苗有极好的市场前景,制药巨头们一般并不轻易投入大量人力物力,进行一款新疫苗的开发。\n躺平,还是努力亏几亿\n2020年3月,葛兰素史克健康部门总监托马斯·布洛伊尔就表示,疫苗研发耗时漫长,且很难预测疫情的中长期流行情况,因此,疫苗生产只有大规模地推进才是值得的[8]。\n新冠流行伊始,葛兰素史克就做了非常守成而安全的选择:直接绕开原研,选择利用自身优势,为其它公司提供疫苗佐剂。或者,更直接一点,利用资金优势投资疫苗研发企业。\n\n为什么没有研发出新冠疫苗?\n葛兰素史克的答案其实非常简单:从头到尾,它就完全没想自研。\n选择躺平的葛兰素史克,态度到了2021年才发生变化。\n2021年2月3日,葛兰素史克宣布,将与生物科技创企CureVac合作。葛兰素史克的比利时工厂将代工1亿剂CureVac的候选新冠疫苗。同时,两家公司将合作研发能够应对多种变异的下一代新冠疫苗。葛兰素史克支付了7500万欧元,买下了CureVac下一代疫苗的商业化权利。如果疫苗研发达到约定的里程碑,葛兰素史克还将再支付7500万欧元[9]。\n不过,葛兰素史克运气实在不好:就在6月17日,CureVac公司宣布,其mRNA新冠病毒候选疫苗2b/3期研究的第二次中期分析结果显示,有效性仅为47%,不符合预先指定的统计成功标准,这使得公司股价在盘后交易中一度暴跌逾50%[10]。\n如果说后知后觉的葛兰素史克运气不佳,那么赛诺菲则还没答完卷——赛诺菲有两款新冠疫苗在研:2020年2月宣布的自研重组蛋白疫苗(正是由葛兰素史克提供佐剂),以及与Translate Bio合研的mRNA疫苗。\n在研发上新冠疫苗这件事上,赛诺菲的起跑很早,它公布与Tanslate Bio的合作消息时,距离辉瑞与BioNTech官宣合作才刚刚过去10天[11][12]。\n但与BioNTech不同,在mRNA技术领域,Tanslate Bio并非第一梯队选手。2021年3月,在BioNTech的新冠疫苗获批开打三月之后,Tanslate Bio终于才开启了临床Ⅰ期合并Ⅱ期临床试验[13]。至于赛诺菲自研的重组蛋白疫苗,则在2021年5月底开启临床Ⅲ期试验。赛诺菲预计,这款疫苗有望在2021年四季度上市销售[14]。\n要论最“惨”的厂商,恐怕还要数默沙东。\n担心疫苗研发损失的默沙东同样没有选择自研,而是选择直接购买或与他人合作开发候选疫苗和特效药。\n\n但墨菲定律还是找上门来了。\n2021年1月,由于临床数据不及预期,默沙东终止了候选新冠疫苗V590、V591的开发,转而主攻新冠特效药的研究。\n坏消息到这里还不算完,到了4月,潜在特效药MK-7110的研发也被叫停[15]。\n根据生物医药媒体Fierce Biotech的测算,由于连续失败,默沙东在押注上新冠疫情上的损失已有4.93亿美元[16]。\n现在,默沙东所有的希望,都在“幸存”的特效药MK-4482身上了。\n关于这款药的最新消息是,美东时间6月9日,默沙东与美国政府签订了协议——一旦获准紧急使用,美国政府将进行170万疗程、总额为12亿美元的采购。默沙东测算,到2021年底,该药物的产能可达1000万疗程[17]。\n这意味着,在最理想的情况下,这款药物今年能为默沙东带来约70.59亿美元的营收。\n03 行业已天翻地覆\n如果将视野扩展至整个疫苗行业,我们会发现,由于新冠疫情的影响,整个疫苗行业已经发生了翻天覆地的变化。\n新冠疫情来临之前,疫苗行业的总规模约为330亿美元,仅占全球制药行业的3%。2020年,全球最畅销的10款药物中,仅有一款疫苗,即前文提到的辉瑞13价肺炎结合疫苗Prevanar 13[18]。\n\n图源 | 生物探索网站[18]\n而新冠疫情到来后,疫苗不再是那个站在制药界边缘的小角色了。\n西南证券测算,按较为主流的两针接种法,要在全球达成群体免疫,接种疫苗的总费用近2184亿美元[19]。这意味着,新冠疫情让全球疫苗市场的规模,增长到了原来的6.6倍。光是市场增量,就足以再造好几个疫苗巨头。\nBioNTech有12年历史,Moderna也有8年历史,但在新冠疫情之前,这对难兄难弟都没有产品上市。但随着各自mRNA疫苗的问世,两家均有成为新兴疫苗巨头的态势。\nModerna在2021年一季度首次扭亏为盈:一季度实现营收19.37亿美元,净利润12.21亿美元[20]。\n同样得益于新冠疫苗的销售,2021年一季度,BioNTech营收为20.48亿欧元,净利润约为11.28亿欧元(按财报截止当日汇率,分别约合24.05亿美元、13.25亿美元)。BioNTech还预计,2021年的产能将达到30亿剂,交付现有18亿剂订单后,将获得124亿欧元的营收。作为BioNTech合作伙伴的辉瑞,也已把新冠疫苗全年销售预期上调至260亿美元。\n中国的疫苗公司,也成为此次新冠疫情中崛起的新势力。\n以研发出灭活疫苗的北京科兴中维生物技术有限公司(以下简称科兴中维)为例——\n中国生物制药一季度财报披露,中国生物制药首季应占联营公司及一家合营公司盈利达到14.76亿元,上年同期仅249.3万元。而这里的合营公司,就是去年被中国生物制药收购了15.03%股权的科兴中维。国泰君安医药丁丹团队测算称,科兴中维一季度净利润约100亿元(约合人民币15.26亿美元)[21]。\n截至4月份,科兴中维疫苗的出货量约2亿剂。而科兴中维董事长尹卫东前不久表示,今年其产能有望提升至20亿剂[22]。虽然扩充产能会大幅增加生产成本,但即便如此,科兴中维今年的营收及利润规模已相当值得期待。\n反观传统的四大疫苗公司,它们2020年的营收也不过65.75亿~95.40亿美元。\n\n注:葛兰素史克及赛诺菲业绩,系按当期财报截止日汇率转换为美元\n新兴的生物科技公司们,挑战制药巨头们尚需时日,丰富管线的建设、分销体系的建立、来自医疗人员和患者的认可……这些都并非一日之功。仅就业绩规模而言,四大疫苗公司的排序,可能要重新排排座了。\n自2020年末起,全球范围内的新冠疫苗陆续获批,这意味着,等到2022年上半年各家发布财报后,新冠疫苗对各公司业绩的具体影响将一览无余。\n到底谁能成为新的四大疫苗巨头?又或许,新巨头们远不止四家?\n届时就能见分晓了。","news_type":1,"symbols_score_info":{"GSK":0.9,"GSK.UK":0.9,"MRK":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120360036,"gmtCreate":1624300441625,"gmtModify":1634008162162,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120360036","repostId":"2145170778","repostType":4,"repost":{"id":"2145170778","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1624243561,"share":"https://ttm.financial/m/news/2145170778?lang=&edition=full","pubTime":"2021-06-21 10:46","market":"hk","language":"zh","title":"美联储政策转向在即,这是五种应对方式","url":"https://stock-news.laohu8.com/highlight/detail?id=2145170778","media":"Wind万得","summary":"美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。美联储的政策转变证实,经济正从周期的早期阶段走向中期。","content":"<p>美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。</p>\n<p>广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。</p>\n<p>投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。</p>\n<p><b>1、注重上市公司质量</b></p>\n<p>美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。</p>\n<p>具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”</p>\n<p><b>2、重新开放</b></p>\n<p>在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。</p>\n<p>巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”</p>\n<p>不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。</p>\n<p>在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。</p>\n<p>新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”</p>\n<p><b>3、小心高泡沫领域</b></p>\n<p>约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。</p>\n<p>但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”</p>\n<p>美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。</p>\n<p><b>4、削减房地产、能源和材料类股</b></p>\n<p>对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”</p>\n<p>这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。</p>\n<p><b>5、无需担心缩减恐慌</b></p>\n<p>紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。</p>\n<p>“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”</p>\n<p>但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”</p>","collect":0,"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>美联储政策转向在即,这是五种应对方式</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美联储政策转向在即,这是五种应对方式\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-21 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。</p>\n<p>广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。</p>\n<p>投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。</p>\n<p><b>1、注重上市公司质量</b></p>\n<p>美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。</p>\n<p>具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”</p>\n<p><b>2、重新开放</b></p>\n<p>在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。</p>\n<p>巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”</p>\n<p>不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。</p>\n<p>在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。</p>\n<p>新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”</p>\n<p><b>3、小心高泡沫领域</b></p>\n<p>约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。</p>\n<p>但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”</p>\n<p>美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。</p>\n<p><b>4、削减房地产、能源和材料类股</b></p>\n<p>对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”</p>\n<p>这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。</p>\n<p><b>5、无需担心缩减恐慌</b></p>\n<p>紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。</p>\n<p>“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”</p>\n<p>但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/211b73624a3397dc62c448ac2ccbb4c7","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDOW":"道指三倍做空ETF-ProShares","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145170778","content_text":"美联储政策制定者上周暗示,加息或比预期更快到来,这让很多投资者感到意外。\n广告美股市场闻讯下跌:标普500指数过去一周下跌1.9%,至4166.45点,创下2月份以来的最大跌幅;道琼斯工业股票平均价格指数下跌1189.52点,跌幅3.4%,至33290.08点,创下2020年10月以来的最大单周跌幅。\n投资者担心,美联储的政策转向将打击脆弱的经济复苏,并对风险资产价格造成伤害。分析师建议,尽管美联储的政策“掉头”不会突然出现,但投资者仍需将五个应对方式牢记于心。\n1、注重上市公司质量\n美联储的政策转变证实,经济正从周期的早期阶段走向中期。在早期阶段,迅猛增长是常态,而这有利于更多的投机性股票。约翰汉考克投资管理公司(John Hancock investment Management)的联席首席投资策略师艾米丽•罗兰(Emily Roland)表示,而当前的周期转变意味着,现在是时候看好股市的优质股了。\n具体来看,罗兰指出,投资者更应关注那些具有利润率更高、资产负债表强劲、自由现金流良好和股本回报率更高等特点的公司。而其中,优质股与技术板块的叠加领域尤其受分析师青睐,罗兰指出:“技术是与优质股重叠最多的领域,能够经受住更温和的增长环境。”\n2、重新开放\n在Cambiar Investors投资组合经理布莱恩•巴里斯(Brian Barish)看来,美联储上周最大的收获是承认,极端的宽松货币政策需要相对较快地结束,这是个好消息。\n巴里斯说:“很多人都认为美联储采取了某种鲁莽的姿态。”“它的政策与另一场金融危机式的衰退相一致。出乎意料的是,事实并非如此。”\n不过,尽管现在是缩减刺激措施的时候了,但更激进的美联储也让投资者感到紧张,因为有可能出现导致下一次衰退的政策错误。\n在这一背景下,巴里斯认为重新开放相关的领域将继续具备优势。具体来看,巴里斯看好Uber等打车软件,以及餐饮及零售连锁店。\n新奥尔良Villere & Co.投资组合经理桑迪•维莱尔(Sandy Villere)也认为,保持重新开放的头寸是有意义的,因为美联储加息的预期仍是在遥远的将来。“如果利率在2023年底之前都保持在低水平,那么低利率仍然需要很长一段时间,我短期内不会兑现。”\n3、小心高泡沫领域\n约翰汉考克投资管理公司策略师罗兰指出,美联储周三发出了令人困惑的复杂信号。一方面,它明确表示,最近的通胀飙升是暂时的。这是有道理的,因为通胀飙升很大程度上与供应链短缺有关。最近通货膨胀率的急剧上升也有点像海市蜃楼,因为这种比较是基于一年前疫情最严重时期暂时抑制价格。\n但另一方面,美联储提前了加息的时间表。罗兰指出“如果他们相信通胀是暂时的,为什么他们要提高加息预期?一种理论是,美联储担心市场投机过度。”\n美联储创造的过剩流动性和美国政府的财政支出,显然助长了投机领域。因此,美联储可能会对抑制导致比特币,以及GameStop和AMC等散户热门股大涨的投机行为感兴趣。\n4、削减房地产、能源和材料类股\n对普信集团(T. Rowe Price)多资产部门的资本市场策略师蒂姆•默里(Tim Murray)来说,上周美联储得到的最大启示是,它对通胀越来越警惕。他表示:“美联储不再处于自动驾驶模式。”\n这对那些从通胀中受益最大的市场领域来说是个坏消息。这意味着那些拥有随着通货膨胀而升值的房地产、能源和材料等实物资产的公司将受到打击。但默里认为,美联储不会为了应对通胀而扼杀经济增长。因此,工业类等其他周期性股票还有生命力。\n5、无需担心缩减恐慌\n紧缩计划已经提上日程,很可能在今年年底开始实施。在过去,这导致了标普500指数、纳斯达克综合指数和道琼斯工业平均指数的大规模抛售,即所谓的缩减恐慌(taper tantrums)。\n“缩减恐慌可能不会发生,”默里说。“2013年,投资者没有预料到会发生这种情况,而这一次,美联储一直在让所有人做好准备。”\n但同时,分析师也提示投资者不要回到成长股领域。纳斯达克综合指数下跌0.3%,至14030.38点,是上周唯一相对未受影响的主要股指。10年期美债收益率较低,在短期内对成长股有利,但美联储最终将开始加息,可能会对该领域估值造成打击。MKM Partners首席经济学家迈克尔•达尔达(Michael Darda)表示:“成长型股票仍需要一切正常,才能维持目前的估值水平。”","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167543569,"gmtCreate":1624279387051,"gmtModify":1634008518172,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"PFE 加仓","listText":"PFE 加仓","text":"PFE 加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167543569","repostId":"2145086044","repostType":2,"repost":{"id":"2145086044","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624263746,"share":"https://ttm.financial/m/news/2145086044?lang=&edition=full","pubTime":"2021-06-21 16:22","market":"hk","language":"en","title":"5 Stocks To Watch For June 21, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2145086044","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li><b>Amazon.com, Inc. </b> (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.</li>\n <li><b>Pfizer Inc </b>(NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.</li>\n <li><b>Orphazyme A S ADR </b>(NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.</li>\n <li><b>Globus Maritime Ltd </b>(NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.</li>\n <li><b>Beigene Ltd </b>(NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.</li>\n</ul>","collect":0,"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>5 Stocks To Watch For June 21, 2021</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\">\n5 Stocks To Watch For June 21, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-21 16:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li><b>Amazon.com, Inc. </b> (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.</li>\n <li><b>Pfizer Inc </b>(NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.</li>\n <li><b>Orphazyme A S ADR </b>(NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.</li>\n <li><b>Globus Maritime Ltd </b>(NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.</li>\n <li><b>Beigene Ltd </b>(NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLBS":"Globus Maritime Limited","09086":"华夏纳指-U","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","AMZN":"亚马逊","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145086044","content_text":"Some of the stocks that may grab investor focus today are:\n\nAmazon.com, Inc. (NASDAQ:AMZN) will remain in focus with the company’s two-day Prime shopping event beginning today. Amazon Prime Day was first observed on July 15, 2015, in celebration of the company’s 20th anniversary. Amazon shares slipped 0.1% to settle at $3,486.90 on Friday.\nPfizer Inc (NYSE:PFE) COVID-19 vaccine received provisional approval for use in the age group 12 to 15 from New Zealand's medical regulator, Stuff reported. Pfizer shares fell 0.3% to close at $38.70 on Friday.\nOrphazyme A S ADR (NASDAQ:ORPH) shares dipped around 50% on Friday after the company announced it received a Complete Response Letter from the FDA for its treatment for Niemann-Pick Disease Type C and also cut its FY2021 outlook. Orphazyme shares tumbled 49.7% to close at $7.33 on Friday.\nGlobus Maritime Ltd (NASDAQ:GLBS) reported total comprehensive loss of $0.8 million for the first quarter, compared to $9 million loss in the year-ago period. Its voyage revenues surged to $5.2 million from $2.3 million. Globus Maritime shares gained 0.8% to close at $5.06 on Friday.\nBeigene Ltd (NASDAQ:BGNE) disclosed that BRUKINSA received an approval from the China National Medical Products Administration for the treatment of adult patients with relapsed or refractory Waldenström’s macroglobulinemia. Beigene shares dropped 2.2% to settle at $321.81 on Friday.","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9,"AMZN":0.9,"BGNE":0.9,"GLBS":0.9,"ORPH":0.9,"PFE":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167367006,"gmtCreate":1624248014505,"gmtModify":1634008915198,"author":{"id":"3567856328974744","authorId":"3567856328974744","name":"deelee","avatar":"https://static.tigerbbs.com/0b0be180e4aaa7d467eb418c9066935d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567856328974744","authorIdStr":"3567856328974744"},"themes":[],"htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167367006","repostId":"2145704430","repostType":4,"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}