China International Capital Corporation's research report pointed out that the core competitiveness of the herpes zoster vaccine lies in product strength, and the domestic recombinant route research and development is accelerating. The design of the herpes zoster vaccine has strong heterogeneity of results and a short clinical validation time, thus putting high demands on the enterprise's antigen design ability and adjuvant development ability. Shingrix adopts the design route of gE antigen + AS01B oil-water adjuvant, among which the oil-water adjuvant is the key to success, which has become the direction of fast-follow for most domestic enterprises; some enterprises explore differentiated design routes, including tetramer antigen design / adenovirus / mRNA, which is expected to bring significant safety upgrades. China International Capital Corporation believes that the product strength of the herpes zoster vaccine depends on the comprehensive quality of protection efficacy, immunological persistence, and safety, and its priority is higher than the clinical advancement speed. It is expected that the domestic recombinant herpes zoster vaccine will be launched for commercial use as early as 2026, which may test the sales capabilities of relevant enterprises.
中金公司：预计国产重组带状疱疹疫苗或最快于2026年启动商业化
China International Capital Corporation: It is expected that the domestic recombination herpes zoster vaccine may be commercially available as early as 2026.
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