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国内新药股价集体大跌，原来是被它针对了！

2022.2.08

　　2022年2月8日，据触界生物消息，药明生物获悉美国商务部最近宣布：上海和无锡的两家药明生物（开曼）子公司将于 2022 年 2 月 8 日被添加到该部门的“未核实名单”（UVL）中。我们理解其原因采取行动是因为美国政府机构无法进行必要的最终用途验证，以便从美国供应商处出口某些设备。“未核实名单”并不是更为人所熟知的美国“实体名单”或“黑名单”。

　　WuXi Biologics 一直在进口生物反应器的某些硬件控制器和某些中空纤维过滤器，这些控制器受美国出口管制，但在过去 10 年中已获得商务部的批准。我们遵守所有美国出口管制法规。我们不会将这些物品再出口或转售给任何其他实体。商务部有一个例行程序来验证这些在现场的正确使用（即自用，不得转售）。由于 COVID-19 大流行，该过程在过去两年中尚未完成。

　　这对我们的业务或对全球合作伙伴的持续服务没有影响。由于上海和无锡的设施建设后不需要此类设备，因此对我们的进口影响非常小。我们欢迎随时检查以从此类列表中清除和删除。我们还正在采取临时措施，在检查前将这些子公司从名单中删除。

　　受此影响，国内为新药CRO与CDMO服务上市公司股价集体大跌。

截图为2022年2月8日10:00的股市实盘状态

　　声明原文如下

　　We have been made aware of a recent U.S. Commerce Department announcement that two WuXi Biologics (Cayman) subsidiaries in Shanghai and Wuxi will be added to the department’s "Unverified List" (UVL) on February 8, 2022. We understand that the reason for this action is because U.S. government agencies have not been able to undertake required end-use verifications in order for certain equipment to be exported from U.S. suppliers. The "Unverified List" is not the U.S. "Entity List" or "Black List" that are more well known.

　　WuXi Biologics has been importing certain hardware controllers for bioreactors and certain hollow fiber filters that are subject to U.S. export controls but have received Commerce Department approval for the last 10 years. We are in compliance with all U.S. export control regulations. We do not re-export or resell these items to any other entity. The Commerce Department has a routine process to verify the proper use (ie self-use, no resale) of these on site. This process has not be completed in the last two years due to the COVID-19 pandemic.

　　This has no impact on our business or ongoing services to global partners. There is very minimal impact to our imports as no such equipment is required after facility construction in Shanghai and Wuxi. We welcome inspection at any time for the clearance and removal from such list. We are also pursuing interim measures to remove these subsidiaries from the list prior to inspection.

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国内新药股价集体大跌，原来是被它针对了！

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