次新異動 | 藥明巨諾暴力反彈超11%,高見23.4港元
uSMART盈立智投11月5日消息,次新股藥明巨諾上市第三日強勢拉升,高見23.4港元,漲幅11.4%,其發行價爲23.8港元。
藥明巨諾是一家非常優秀的細胞免疫療法公司,估值適中,核心產品抗CD19 CAR-T療法屬於國內第一梯隊,有希望第一個獲批。該療法技術壁壘高,競爭較小,今年6月國家藥監局已經受理了藥明巨諾的新藥申請,預計商業化後可以形成規模優勢,獲得穩定收益。但也需注意,細胞療法行業風險相對較高,成本高昂,短期市場規模不大。
藥明巨諾是近期的明星IPO,公開發售認購449倍,認購人數近26萬,其中乙組6011人,頂頭槌56人,國配認購約28.5倍。由於基石鎖定了50%發行股份,實際可流通的股份較少,僅約6350萬股。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.