异动解读 | 医疗技术股BNTX盘中大涨5%,或受益于疫苗销售良好

异动解读
06 Dec 2024

德国生物技术公司BioNTech SE(BNTX)今日盘中大涨5.1%,引发市场关注。据分析,该公司股价上涨或与其主营产品——新冠疫苗销售表现优异有关。

根据财报数据,BNTX第三季度实现营收约13.67亿美元,净利润2.18亿美元。作为全球抗疫工作中的重要一员,公司开发的mRNA新冠疫苗成为重要营收来源。随着疫情持续,mRNA疫苗需求有望持续上行,市场预期公司后续业绩表现良好。

此外,BNTX也在积极布局肿瘤免疫领域,打造全新的个性化免疫疗法产品线。依托在mRNA技术领域的领先优势,以及与多家制药巨头的合作关系,公司在研药物管线重点布局肿瘤等顽疾领域,前景广阔。在疫苗业务与肿瘤业务双轮驱动下,公司持续引领行业发展,符合投资者预期,推升股价上行。

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