杰富瑞:Arbutus(ABUS.US)将受益于大型制药公司的禽流感疫苗

智通财经
08 Jan

智通财经APP获悉,杰富瑞认为,生物制药公司Arbutus Biopharma(ABUS.US)可能受益于Moderna(MRNA.US)和辉瑞(PFE.US)/葛兰素史克(GSK.US)/CureVac(CVAV.US)正在研发的H5N1禽流感疫苗。

杰富瑞表示,Moderna,辉瑞及其合作伙伴BioNTech(BNTX.US)正被Arbutus起诉,称其在各自的新冠疫苗中使用的LNP技术侵犯了专利。杰富瑞表示:“我们普遍看好Arbutus不仅可以从这些诉讼中获得新冠疫苗历史收入的损害赔偿,还可以从未来的销售中获得特许权使用费收入。”

杰富瑞补充称,如果这些制药公司在mRNA禽流感疫苗中使用与新冠疫苗相同的LNP成本,“特许权使用费可能会更高。”杰富瑞对Arbutus的股票评级为“买入”,目标价为7美元。截至周二美股收盘,Arbutus报每股3.41美元。

资料显示,自2024年初以来,美国已报告66例人类H5N1病例。大多数是密切接触奶牛群后受感染,症状较轻微。而在1月6日,美国路易斯安那州卫生部报告了美国首例人感染H5N1型高致病性禽流感病毒死亡病例。卫生部门表示,这名死者年龄超过65岁,且患有基础疾病,通过接触后院家禽和野鸟而感染了病毒。基因分析表明,禽流感病毒在患者体内发生了变异,这可能导致病情变得严重。

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