新股暗盤 | 新東方、榮昌幾乎全員吃大肉，新東方乙組大佬賬面賺逾700萬港元
uSMART盈立智投11月6日消息，今日有兩隻新股上演暗盤之戰，均出現吃肉行情，截至16：26分，新東方-S漲15.71%，不計手續費，一手賬面最高賺1920港元；
截至16:32分，榮昌生物-B漲11.32%，不計手續費，一手賬面最高賺3125港元。
新東方全員吃肉，乙組大佬淨賺逾700萬港元
uSMART曾在新東方的配售結果中指出，在暗盤開戰之前，1萬多位中籤者此刻應該"心情愉悅"。最冷門的新東方，不僅全員中籤，更是折價幅度最大的一隻。發售價定爲1190港元，較最新美股收盤價折價14.77%，該折價力度位居10只二次上市中概股之首！已經上市的9只，8只港股比美股折價的均沒破發，僅港股比美股溢價的百勝中國-S首日破發。
新東方的乙組近乎全員滿配，乙頭中籤市值高達476萬港元，沒人頂格申購，乙組最大的申購者中籤市值高達4681.46萬港元，按10倍槓桿，3.5%年化融資利息計，利息成本約爲1.46萬港元，中籤成本爲1.0077%，打和點僅1.008%。
按目前15.97%的漲幅，新東方的乙頭淨賺逾70萬港元，乙組最大申購者淨賺逾730萬港元。
榮昌生物
1、產品線有兩款核心產品：
1）泰它西普（RC18）和RC48,泰它西普目前已經提交NDA，潛在的First in class創新藥，和目前同適用於系統性紅斑狼瘡的單克隆抗體貝利木單抗相比，臨牀數據顯示更佳。2）RC48進度最快的適應症用於胃癌和尿路上皮癌，其中胃癌對於國內來說也是一個明星大品種，和目前的上市藥企有明顯差異，目前同樣提交NDA，很容易成爲大品種。就產品線來說，明顯優於前段時間上市的創新藥公司。
2、明星基石投資者：包括Fidelity，Blackrock、Amber、OrbiMed、高瓴等基石投資者，陣容強大。
雖然前段時間部分創新藥上市公司上市表現較差，也和市場之前唯明星基石和火熱氛圍造成較高發行價有關。最終還是要回到上市公司產品線和後續的商業化運營，尤其是產品線。就榮昌生物來說，無論是產品適應症亦或是藥物上市時間，都體現出榮昌在產品差異化上的眼光，後續商業化的運營更容易擺脫激烈競爭。目前的估值水平也在合理區間，後續NDA通過之後，短期就對股價有刺激。
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