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新股暗盤 | 和鉑醫藥-B漲超25%,一手賬面賺逾3000港元
uSMART盈立智投 12-09 16:19

uSMART盈立智投12月9日消息,今日下午有兩隻新股上演暗盤之戰,截至16:16分,和鉑醫藥-B盤中漲超25%,不計手續費利息等,一手賬面賺逾3000港元。房地產股領地控股則毫無懸念地,維持在發行價附近。

和鉑醫藥研究及開發免疫與腫瘤疾病領域的差異化抗體療法,有兩款核心藥物,其一是巴託利單抗,主要適應症是免疫系統疾病,目前有6個適應症,最大的看點在於重症肌無力,其中免疫性血小板減少症及甲狀腺相關性眼病已經進入無縫2/3期註冊臨牀試驗。不過目前巴託利單抗適應症的市場空間都不是很大。其二是特那西普,適應症爲中重度乾眼病,這一塊的治療藥物依舊是藍海市場。

和鉑醫藥本次引入了9位基石,認購了41.68%股份,都是知名的機構投資者,生物醫藥股IPO基石的老面孔。不過國配認購只有8倍,同樣是生物醫藥股遇冷時期,榮昌生物有22倍,德琪醫藥有13.5倍,或多或少可以說明機構的態度。

從認購情況來看,介於榮昌生物和德琪醫藥之間,中籤成本相對較低,一手融保本漲幅約10%,乙組略超2%。以中間價定價後,和鉑醫藥的市值爲95億港元,估值比較合理。

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