海普瑞(002399.SZ)參股公司Kymab獲藥企巨頭賽諾菲收購 彰顯新藥投資戰略眼光
2021年1月11日午後，全球領先的醫藥健康企業賽諾菲(SNY.US)宣佈，其與英國抗體研發公司Kymab達成一項協議，擬以11億美元的預付款收購Kymab，並將Kymab研發新抗體KY1005加入其產品線。如後期Kymab獲得某些里程碑式的成功，則賽諾菲還將最高支付不超過3.5億美元的對價。
當日晚間，深圳市海普瑞藥業集團股份有限公司((以下簡稱“海普瑞”，002399.SZ、09989.HK)亦發佈了《關於Kymab股權轉讓的公吿》。
據悉，海普瑞於2017年參股投資Kymab公司，截至目前，其全資子公司海普瑞(香港)有限公司持有Kymab全面稀釋後8.66%的股權，持有Kymab權益累計投入金額約為4,057萬美元。通過本次交易，該公司擬獲得的對價包括首期對價約11,700萬美元，以及後續不超過3,030萬美元的里程碑對價，照此計算，該筆投資回報率將高達263%。
分析人士認為，本次收購不僅彰顯了賽諾菲對Kymab研發平台發展前景的青睞，另一方面亦證實了海普瑞富有遠見的戰略投資眼光，其對Kymab的戰略投資將通過本次股權轉讓提前兑現，未來將有利於為其主營業務發展及其他項目的開展提供資金支持。
值得一提的是，海普瑞多年來持續致力於投資開發全球首創候選藥物，針對腫瘤和心血管等具有較大醫療需求缺口的治療領域，戰略性地構建了豐富的處於臨牀階段的首創新藥(first-in-class)候選管線，並擁有多項候選藥物的大中華區域權益，該公司不斷推進創新品種的研發進程，近期多個重點品種研發獲重大進展。
其中，海普瑞參股子公司OncoQuest Pharmaceuticals Inc.旗下研發的免疫治療候選創新藥Oregovomab為針對晚期原發性卵巢癌全球首創免疫療法藥物，目前已經完成了國際多中心III期臨牀試驗首例患者給藥，該創新品種II期臨牀試驗數據優異，有效延長了患者的生存期，有望成為卵巢癌一線療法，為卵巢癌患者的治療帶來新的希望。
此外，RVX-208作為適用於降低II型糖尿病人嚴重心血管事件發生率等的創新品種，已獲得美國FDA授予的突破性療法認定，目前處於關鍵性III期臨牀研究階段。日前，海普瑞參股公司Resverlogix Corp.提交了RVX-208關鍵腎保護及血糖控制市場的新知識產權申請，顯著提高該創新療法的整體價值，並進一步加強海普瑞在大中華地區的開發和商業化計劃。
本次收購，是賽諾菲對Kymab創新研發的認可，亦充分證明了海普瑞在創新投資開發方面的獨到眼光和出色實力，相信藉助此次轉讓Kymab股權收穫的大量現金收益，海普瑞將更加深入聚焦主業，持續深化肝素全產業鏈的全球佈局，同時繼續加速推進創新品種開花結果，關注全球新藥合作機會，不斷豐富公司管線品種，為全球患者帶來福音。
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