近期,三家均以HPV疫苗作为代表产品的公司——万泰生物、沃森生物、智飞生物,纷纷发布2024年业绩预告,且业绩均有大幅度同比下滑。其中,智飞生物和沃森生物的扣非后归母净利润尚且盈利,万泰生物扣非后归母净利润则由盈转亏。另一端,默沙东方面于2月4日表示,与智飞生物商议后,将暂停向中国市场供应HPV疫苗直至本年年中。由此可见,在需求量下滑的市场环境中,HPV疫苗的吸金能力也在下降,围绕HPV疫苗的商战...
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