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美疫苗股抛售加剧!分析师:小肯尼迪给整个行业带来了不确定性

Sell-off of US vaccine stocks intensifies! Analyst: Little Kennedy brings uncertainty to the entire industry.

cls.cn ·  Nov 16 04:02

On Friday, US Eastern Time, stocks of vaccine manufacturers experienced a significant drop due to President Trump selecting vaccine skeptic Kennedy as Secretary of Health, causing industry uncertainty. Moderna, Novavax, Pfizer and other stocks were all affected.

On Friday, US Eastern Time, stocks of vaccine manufacturers dropped for the second consecutive day. Wall Street analysts warned that the appointment of vaccine skeptic Kennedy as Secretary of Health by Trump would bring huge uncertainty to the entire biotechnology industry.

Specifically, Moderna's stock price fell by over 7% during trading, Novavax's stock price dropped by 2.5%, Pfizer fell by over 5%, and the German pharmaceutical company BioNTech also experienced a decline of over 5%.

Deutsche Bank analyst Emmanuel Papadakis has downgraded the ratings of some vaccine stocks. RBC Capital Markets analyst Brian Abrahams pointed out that Kennedy's appointment may have profound and unpredictable effects on the biotechnology industry.

The day before, US President-elect Trump announced that he would nominate environmental lawyer and vaccine skeptic Robert Francis Kennedy Jr. as Secretary of Health and Human Services. This well-known American public policy critic will thus oversee the country's huge healthcare administrative institution.

Kennedy has promised to comprehensively reform food and drug regulation and government-funded scientific research. He recently stated that the nutrition division of the Food and Drug Administration (FDA) in the US needs to be abolished and warned employees to 'pack up and leave'.

The world is trying to figure out what measures Kennedy will take to restrict vaccines. If his nomination is approved by the Senate, he will have a significant impact on the leadership and staffing choices of institutions responsible for developing, approving, recommending, distributing, and storing vaccines.

Reportedly, the budget of the US Department of Health and Human Services accounts for about one-quarter of the federal budget, thus this position holds significant control and influence over US public health policy and resource allocation.

Director of the Center for Infectious Disease Research and Policy at the University of Minnesota, Michael Osterholm, pointed out that choosing Little Kennedy as the Secretary of Health may further weaken public trust in vaccines.

Currently, vaccine hesitancy has already led to frequent outbreaks of measles and whooping cough in the USA. According to data from the Centers for Disease Control and Prevention (CDC), in the 2023-24 school year, the measles vaccination rate for kindergarteners dropped to 92.7%. As of November 7, in 2024 alone, the USA reported 266 cases of measles.

Analysts pointed out that Little Kennedy himself has a strong anti-vaccine tendency, he has questioned the safety of the COVID-19 vaccine, and believes that the COVID-19 vaccine is the 'deadliest vaccine ever'.

Osterholm stated that as long as Little Kennedy expresses doubts about vaccines, it will create a significant social issue, and the vaccination rate in the USA will further decrease. Vaccine scientists are concerned that Little Kennedy may allow those who criticize vaccines like him to enter the committee supervising immunization recommendations.

In recent interviews, Little Kennedy mentioned that he himself is not against vaccines, but he wants to increase transparency and ensure that parents consent to vaccination with full information.

CDC official Richard Besser stated that if the federal government suggests that states allow parents to choose for themselves, outbreaks will occur, and children will contract measles or whooping cough at school.

The translation is provided by third-party software.


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