目前全球13价结合肺炎疫苗缺口高达1.8亿剂，但目前全球仅三家企业获批供应，艾美的13价结合肺炎疫苗上市之后，将成为重要供应商，并大幅提升公司业绩。Guotong Finance APP learned that Pfizer's independently developed 13-valent combined pneumonia vaccine has been submitted to the National Medical Products Administration for drug registration...
Guotong Finance APP learned that Pfizer's independently developed 13-valent combined pneumonia vaccine has been submitted to the National Medical Products Administration for drug registration. The Phase III clinical trial results, which have been unblinded, show that this vaccine has good immunogenicity and safety, meeting the clinical pre-set targets. In addition, Pfizer's subsidiary, Pfizer Biopharmaceuticals Limited, has obtained the corresponding drug production license to produce this product.
Before the COVID-19 pandemic, the 13-valent combined pneumonia vaccine was known as the 'King of Global Vaccines', being the global vaccine sales champion for ten consecutive years. According to Pfizer's 2023 annual report, Pfizer's combined pneumonia vaccine had global sales of around 6.44 billion USD in 2023. Furthermore, the estimated penetration rate for the approved age group of the 13-valent combined pneumonia vaccine in China is 25.9%, while in the corresponding age group in the USA, the penetration rate exceeds 80%. This indicates the enormous growth potential in the Chinese market. Zhuoshi Consulting estimates that by 2030, the domestic market size is expected to reach 35 billion RMB.
Currently, the global shortage of the 13-valent combined pneumonia vaccine is as high as 0.18 billion doses, but only three companies worldwide have been approved for supply. After Pfizer's 13-valent combined pneumonia vaccine is launched, it will become an important supplier and significantly boost the company's performance.
In the performance of the capital markets, the healthcare sector of the Hong Kong stock market has shown strong rebound since October, with Pfizer's vaccine (06660) leading the way continuously, and the trading volume reaching a historic high.
