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次新异动 | 药明巨诺暴力反弹超11%,高见23.4港元
uSMART盈立智投 11-05 10:32

uSMART盈立智投11月5日消息,次新股药明巨诺上市第三日强势拉升,盘中高见23.4港元,涨幅11.4%,其发行价为23.8港元。

药明巨诺是一家非常优秀的细胞免疫疗法公司,估值适中,核心产品抗CD19 CAR-T疗法属于国内第一梯队,有希望第一个获批。该疗法技术壁垒高,竞争较小,今年6月国家药监局已经受理了药明巨诺的新药申请,预计商业化后可以形成规模优势,获得稳定收益。但也需注意,细胞疗法行业风险相对较高,成本高昂,短期市场规模不大。

药明巨诺是近期的明星IPO,公开发售认购449倍,认购人数近26万,其中乙组6011人,顶头槌56人,国配认购约28.5倍。由于基石锁定了50%发行股份,实际可流通的股份较少,仅约6350万股。

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