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百济神州(6160.HK)继续上涨 获安进27亿美元投资 机构看好
格隆汇 11-04 10:49
格隆汇11月4日丨继上周五港股收涨31.89%,美股收涨37.02%报189.56美元后,百济神州(6160.HK)今日港股市场继续上涨,现报116.4港元,涨5.82%,暂成交1864万港元,最新总市值914亿港元。

百济神州上周四称,与全球医药巨头安进公司建立全球肿瘤战略合作关系。安进将斥资27亿美元,同意为每份百济神州ADS支付174.85美元,收购百济神州20.5%的股份,以此估算对后者的估值约为135亿美元。按照每百济神州1ADS等于13股普通股,折算成港股这边安进的收购价格为每股105.4港元。
中金最新研报认为,本次合作意味着国际同行巨头对于百济神州临床研发和商业能力的肯定,看好公司在国际市场的空间。除在售三款药物外,目前公司自主研发的重磅产品BTK药物已在中美两地提交上市申请,预计有望在2020年获批上市成为全球第三款BTK药物;PD-1单抗已在内地提交上市申请,预计最快有望在2019年底获批上市,成为国产第四款PD-1单抗药物。中金维持其“跑赢行业”评级,港股、美股目标价分别上调38%至130.38港元、217.31美元。
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