今日盘中,疫苗制造商诺瓦瓦克斯医药(Novavax)股价大跌5.07%,引发市场关注。这一跌势可能与美国疾病预防控制中心(CDC)即将召开的疫苗指南审查会议有关。
据悉,CDC的免疫实践咨询委员会(ACIP)将于本周召开为期两天的会议,审查多种疫苗的使用指南。会议议程包括讨论呼吸道合胞病毒(RSV)和基孔肯雅病疫苗的指导方针,以及审查2025-2026年COVID-19疫苗接种建议。值得注意的是,专家小组可能会考虑缩小COVID-19疫苗接种人群范围,这可能对包括诺瓦瓦克斯在内的疫苗制造商产生潜在影响。
目前,CDC建议6个月及以上人群接种最新的COVID-19疫苗。如果ACIP决定缩小接种范围,可能会影响疫苗需求,从而对诺瓦瓦克斯等公司的业务前景产生不利影响。投资者似乎正在消化这一潜在风险,导致诺瓦瓦克斯股价出现明显下跌。然而,具体会议结果尚未公布,市场反应可能会随后续消息而变化。
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