谁跟你说Pfizer没参与研发的，德国和美国新闻都说是两家公司codeveloped。 两款疫苗靶点不一样。 BNT162b1, which encodes a secreted trimerized SARS-CoV-2 receptor–binding domain; or BNT162b2, which encodes a membrane-anchored SARS-CoV-2 full-length spike, stabilized in the prefusion conformation
Understand "co-develop" and "jointly conducting clinical trails"??? On the SEC.gov "On April 9, 2020, we announced that we and Pfizer had entered into a collaboration agreement to co-develop our potential first-in-class COVID-19 mRNA vaccine program, BNT162, aimed at preventing COVID-19. Under the terms of the agreement, Pfizer agreed to pay us $185 million in upfront payments, including an equity investment of €103.9 million ($113 million, translated using the exchange rate then in effect as published by the German Central Bank (Deutsche Bundesbank)), which was received in late April 2020, and a cash payment of €65.5 million ($72 million, translated using the exchange rate then in effect as published by the German Central Bank (Deutsche Bundesbank)), which was received in May 2020. The issuance of 2,377,446 ordinary shares with the nominal amount of €2,377,446 was registered within the commercial register (Handelsregister) as of May 5, 2020. We are eligible to receive future milestone payments of up to $563 million for potential aggregate consideration of $748 million. Pfizer and we will share development costs equally. Initially, Pfizer will fund 100% of the development costs, and we will repay Pfizer our 50% share of these costs if success-based milestones are reached, or with proceeds generated from the commercialization of the vaccine, if approved. If the vaccine program is not successful or does not generate sufficient proceeds, we will not be required to pay back our 50% share of the development costs incurred. We and Pfizer are jointly conducting clinical trials for four COVID-19 vaccine candidate variants initially in the United States and Europe across multiple sites....."
谁跟你说Pfizer没参与研发的，德国和美国新闻都说是两家公司codeveloped。 两款疫苗靶点不一样。 BNT162b1, which encodes a secreted trimerized SARS-CoV-2 receptor–binding domain; or BNT162b2, which encodes a membrane-anchored SARS-CoV-2 full-length spike, stabilized in the prefusion conformation bipoppy 发表于 2020-11-09 16:45
The BNT162 program is based on BioNTech’s proprietary mRNA technologyand supported by Pfizer’s global vaccine development and manufacturing capabilities. The BNT162 vaccine candidates are undergoing clinical studies and are not currently approved for distribution anywhere in the world.BioNTech is the market authorization holder worldwide and will hold all trademarks for the potential product. Both collaborators are committed to developing these novel vaccines with pre-clinical and clinical data at the forefront of all their decision-making. 技术是BioNTech提供的，trademarks也是人家的，Pfizer不过是辅助作用。BioNTech可以选择和任何药厂合作，Pfizer有幸被选到。
谁跟你说Pfizer没参与研发的，德国和美国新闻都说是两家公司codeveloped。 两款疫苗靶点不一样。 BNT162b1, which encodes a secreted trimerized SARS-CoV-2 receptor–binding domain; or BNT162b2, which encodes a membrane-anchored SARS-CoV-2 full-length spike, stabilized in the prefusion conformation bipoppy 发表于 2020-11-09 16:45
复星投了1.35亿美元给BNTX用来疫苗development，并签下在大陆，香港，澳门和台湾的独家销售权，疫苗在中国的trial很早就放弃了，并没参与到后期的develop，至于能不能生产就只能拭目以待了，用他的话说，a strong desire to build facilities. 反正还没建生产线，不知道怎么在11月份产出来..... https://www.scmp.com/business/companies/article/3108801/fosun-hopes-launch-biontech-and-pfizers-covid-19-vaccine-china Guo was referring to the mRNA (messenger ribonucleic acid) vaccine, known as BNT162, which has been developed by German next-generation immunotherapy company BioNTech and US pharmaceutical firm Pfizer. Fosun, one of China’s biggest private-sector conglomerates, agreed in March to pay up to US$135 million towards the vaccine’s development and for the exclusive right to commercialise it in mainland China, Taiwan, Hong Kong and Macau. Guo, 53, who is ranked 72nd on the Hurun China Rich List 2020 with a net worth of 57 billion yuan (US$8.6 billion), said the vaccine would be affordable and acceptable to most Chinese people. He said that Fosun and its partners had a strong desire to build facilities to produce the mRNA vaccine locally and cheaply. Fosun will not conduct further clinical trials of the vaccine candidate in China after completing early-stage trials in the country in August. Instead, it will seek approval from mainland authorities for its use based on final-stage clinical trials elsewhere, Guo said. “Since China has contained the pandemic, the late-phase clinical trials of all Chinese-developed Covid-19 vaccines are being conducted around the globe,” he said. “What I can say is that a vaccine developed in collaboration with global partners does not necessarily need to be tested on humans in China before getting approval for use in the country.
90% 是一个疫苗可能的最高有效率 -- 辉瑞 CEO 说的
国内就是猴子偷桃，不是沾点光，是根本不想做临床试验要盗取别家劳动成果啊！
这猴子还是个惯偷！all the time!
这个生产对温度要求极高，辉瑞自己distribution都花费极大，必须保证温度，看看复星他最后会不会要辉瑞帮忙生产，帮忙distribution ,他就收钱。
就怕他们人有多大胆的直接上马
不小心已经删了短信，你是问那个盘前股票涨跌幅 list 吧
就是用 broker 最简单的一个涨幅跌幅 scanner , 我用的 broker 平台是 IB （interactive brokers); 可能有的 broker 平台看盘前排行榜不太方便， 比如 TD Ameritrade, 需要自己做一个 custom column （简单计算一下）
那你知道国内有人打了吗?我周围没有。
那是三期都没做的疫苗，这个是双盲疫苗，没有可比性。真的疫苗有效全球股市没反应。国内股市没反应。天天条形码绿色码。
那个疫苗打完口罩赶紧带着，别再把正常人打出病毒来。这个是rna病毒得rna疫苗
美国合作伙伴有很多可以选，辉瑞根本就不是最早的front runner。 不要只是喷
病毒也领先，自己有疫苗现在凑什么热闹
啊？上次国内那个疫苗不是100%有效吗？咱还要占这90%的光干啥?
这位不是蚂蚁金服的大股东吗，蚂蚁没上市， 总要想办法从其他地方捞回来
就是，-80，记得以前疫苗出事也是运输过程中温控失效导致
你在国内真好，近水楼台呀。恭喜🎉
国内是灭活疫苗 而且只能打18-60岁哦。。60岁以上不符合。。
关键是现在德国Biontech和复星医药在国内做的三期临床只有140人，根本就不是有意义的三期临床实验，现在复星是打算用国外三期数据直接在国内申请进口德国疫苗。
复星和辉瑞都是德国Biontech的合作伙伴，但是复星和辉瑞没一毛钱关系 ，疫苗是Biontech研发的，辉瑞负责在美国的人体实验和销售，复星负责在中国的人体实验和销售。
问题现在在于辉瑞以大厂优势做了四万多例临床试验，二复星在中国只做了140多例，复星现在就是碰瓷，想拿国外临床来拉台它的股价，也想直接进口德国疫苗在中国市场上卖。
怪不得那么厉害，服气！
在中国，病人都没有了，拿什么做临床啊？中国的疫苗还只能送去巴西做三期呢。
复星跟富士康差不多，就是个生产厂，自己不做研发，最多也就是帮辉瑞做临床试验，但是疫苗临床是要找有感染风险的人群，国内哪儿找去？
复星这锅背得莫名其妙啊
福星不生产这个疫苗，但是垄断了中国市场的批发权。福星主要是负责卖。
谢谢科普 真的是习惯性碰瓷 😂
它不跳出来说自己和合作团队研发出来的 别人也不会骂它骗子
复星只负责销售，疫苗本身还是德国进口的
疫苗是优先供应医院边防海关这样的单位的。
再说一遍，复星和辉瑞没一毛钱关系，不要碰瓷。
中国没有病例做不了实验就明说就好，这是碰瓷行为好吗？背啥锅了，德国biontech和美国辉瑞都没提到他，辉瑞根本就和中国市场无关，怎么会需要复星帮他做实验，复星是帮biontech做实验
那让他们滚远点，不能贡献还来分，国内没病毒用不上疫苗
碰瓷就是辉瑞和复星一毛钱关系没有，他却说辉瑞是他家研发合作伙伴！
辉瑞这个差不多成功了，疫苗说是join effort，叫辉瑞疫苗一点问题都没有，叫biontech疫苗也可以。
复兴花了10亿人民币做的另外那个新冠疫苗已经停了，跟辉瑞疫苗没关系。
错了，疫苗是biontech提供，辉瑞负责人体实验和卖，没有研发，复星也是，复星出钱入了biontech的股，花10亿买了0.27%biontech的股份。
这也是为什么台湾要买疫苗要和biontech谈的原因
看怎么定义研发，临床实验也是研发的一个环节。
谁跟你说Pfizer没参与研发的，德国和美国新闻都说是两家公司codeveloped。 两款疫苗靶点不一样。
BNT162b1, which encodes a secreted trimerized SARS-CoV-2 receptor–binding domain; or BNT162b2, which encodes a membrane-anchored SARS-CoV-2 full-length spike, stabilized in the prefusion conformation
还是看人家发的公告吧。明确说了Pfizer参加了research and development ，而且负责全部的clinical trial.不知道就不要乱说
据说复兴的疫苗不是Pfizer目前测试的这只，复星也是被骗了吧！
On the SEC.gov "On April 9, 2020, we announced that we and Pfizer had entered into a collaboration agreement to co-develop our potential first-in-class COVID-19 mRNA vaccine program, BNT162, aimed at preventing COVID-19. Under the terms of the agreement, Pfizer agreed to pay us $185 million in upfront payments, including an equity investment of €103.9 million ($113 million, translated using the exchange rate then in effect as published by the German Central Bank (Deutsche Bundesbank)), which was received in late April 2020, and a cash payment of €65.5 million ($72 million, translated using the exchange rate then in effect as published by the German Central Bank (Deutsche Bundesbank)), which was received in May 2020. The issuance of 2,377,446 ordinary shares with the nominal amount of €2,377,446 was registered within the commercial register (Handelsregister) as of May 5, 2020. We are eligible to receive future milestone payments of up to $563 million for potential aggregate consideration of $748 million. Pfizer and we will share development costs equally. Initially, Pfizer will fund 100% of the development costs, and we will repay Pfizer our 50% share of these costs if success-based milestones are reached, or with proceeds generated from the commercialization of the vaccine, if approved. If the vaccine program is not successful or does not generate sufficient proceeds, we will not be required to pay back our 50% share of the development costs incurred. We and Pfizer are jointly conducting clinical trials for four COVID-19 vaccine candidate variants initially in the United States and Europe across multiple sites....."
辉瑞负责把疫苗做出来，你以为大规模生产疫苗那么容易吗？
The BNT162 program is based on BioNTech’s proprietary mRNA technologyand supported by Pfizer’s global vaccine development and manufacturing capabilities. The BNT162 vaccine candidates are undergoing clinical studies and are not currently approved for distribution anywhere in the world.BioNTech is the market authorization holder worldwide and will hold all trademarks for the potential product. Both collaborators are committed to developing these novel vaccines with pre-clinical and clinical data at the forefront of all their decision-making.
技术是BioNTech提供的，trademarks也是人家的，Pfizer不过是辅助作用。BioNTech可以选择和任何药厂合作，Pfizer有幸被选到。
大规模生产疫苗不容易，但并非辉瑞不可呀？biontech已经收购了瑞士诺华在德国马尔堡的工厂，明年就可以生产10亿剂疫苗
都跟你说了，clinical trial也是develop的一部分
没错，而且这部分的投入不比前期的少。
还”人体实验”，一看就不是这个领域的。承认Pfizer好就那么难？你去看看人家的公告，biotech and Pfizer是成了一个r&d program 共同研发的。不懂为什么要装懂乱说？
这疫苗是德国公司的，它要是不找辉瑞，找GSK找诺华找Merck都可以。从药品开发的角度讲，辉瑞确实跟复星的地位没什么不同。另外复星大几率会拿着辉瑞的临床数据去申请中国的批文 — 给辉瑞分成就行了。小公司开发出来的药都是这么运作的，临床试验太贵，只能跟大药厂合作，而且大部分时候都是不同国家地区分着卖的。
我认识的医生明确告诉我们他们医院都打了，他说医生边境等等暴露在一线的人大多都打了，但是确实如下面说的，应该是没过三期的实验疫苗
这么说终于搞懂了，那这个太恶心。实话实说不行么。。。
moderna比Pfizer早一个月做clinical trial,为什么Pfizer后来居上？这就是大厂的实力。
你都没搞明白彼此的合作关系， 就在这里胡说八道。不管是PFE还是复星， 这个疫苗（ 准确的讲一开始有4个疫苗）都没有自己的科研， 技术都是100% BNTX的。PFE和复星都是BNTX的合作伙伴， 负责不同是地区的市场（中国市场和中国以外的市场）， 在这个疫苗上根本不是竞争对手。
复星和BNTX合作比PFE早， 复星在BNTX一期实验有结果前就大量注资了BNTX，大概以$35/股左右的价格买了BNTX的大量股权。复星和BNTX原本的合作是在中国大陆市场的科研+销售， BNTX可以从复星的盈利中分到30%。 复星在中国的疫苗进展很慢， 最近声明放弃了科研这部分， 直接生产/销售BNTX的疫苗。
PFE和BNTX的合作实在复星之后，一期疫苗数据是BNTX自己做的， 3期数据需要大量的Volunteer和疫苗需要大量的生产能力， 这些BNTX都没有。 BNTX和PFE合作3期，PFE提供生产能力和3期所需的Volunteer， 技术还是100% BNTX的技术， 销售市场是除了中国大陆之外的全球市场。 BNTX和PFE合作最多拿到10%疫苗的盈利。
总的来说， 疫苗技术100%是BNTX的， BNTX和复星/PFE签订了不同市场的生产/销售授权， PFE参与了3期临床。 复星参与了一期实验， 但是现在已经彻底放弃参与临床了。另外复星是BNTX的大股东之一。
https://www.scmp.com/business/companies/article/3108801/fosun-hopes-launch-biontech-and-pfizers-covid-19-vaccine-china
Guo was referring to the mRNA (messenger ribonucleic acid) vaccine, known as BNT162, which has been developed by German next-generation immunotherapy company BioNTech and US pharmaceutical firm Pfizer. Fosun, one of China’s biggest private-sector conglomerates, agreed in March to pay up to US$135 million towards the vaccine’s development and for the exclusive right to commercialise it in mainland China, Taiwan, Hong Kong and Macau.
Guo, 53, who is ranked 72nd on the Hurun China Rich List 2020 with a net worth of 57 billion yuan (US$8.6 billion), said the vaccine would be affordable and acceptable to most Chinese people. He said that Fosun and its partners had a strong desire to build facilities to produce the mRNA vaccine locally and cheaply.
Fosun will not conduct further clinical trials of the vaccine candidate in China after completing early-stage trials in the country in August. Instead, it will seek approval from mainland authorities for its use based on final-stage clinical trials elsewhere, Guo said.
“Since China has contained the pandemic, the late-phase clinical trials of all Chinese-developed Covid-19 vaccines are being conducted around the globe,” he said. “What I can say is that a vaccine developed in collaboration with global partners does not necessarily need to be tested on humans in China before getting approval for use in the country.
首先你说辉瑞没有参与科研，科研的定义是什么。辉瑞参与了研发是合同里写的，产品很多优化都是辉瑞做的，临床设计都是辉瑞的，至少一共花了20billion usd在这上面。属于绝对的co-develop. 其次复星不打算临床想直接买产品，买谁的产品，是辉瑞和biontech联合开发的产品。没经过国内的临床，国内政府肯上市？那是违规操作。我批评的是复星的董事长微博写辉瑞是合作伙伴！哪门子合作伙伴，他们跟辉瑞半毛钱关系没有。蹭热度就算了，还删除所有负面评论。
国内现在钱真是多得很，已经上演了很多场OEM控股品牌的戏码了。比如法国市场份额最大的手机WIKO就是被其OEM，一个深圳手机品牌天珑移动给控股了。 复星投资bioNtech后，那bioNtech和瑞辉的合作，复星自然也是有份的了。10%里多多少少也能到复星口袋里。辉瑞在美国的份额，等于也有复星的份儿呗。从腾讯投资好莱坞以来，国内资本开始无孔不入了。。。
复星有0.27%的biontech股份，能有多大利益？
偷窃知识产权可耻
复星医药拟认购BioNTech新增发行的1,580,777股普通股，认购金额约为5,000万美元，
这么一点金额，大宗交易里算什么。那你买点辉瑞股票，辉瑞也给你分红，是不是说你跟BioNtech也是合作伙伴了。复星只是买他点股票，又不是成了BioNtech 大股东了