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暗盘前瞻 | 赛生药业:认购火爆的生物医药企业,暗盘能否延续火热?
uSMART盈立智投 03-02 14:28

uSMART盈立智投3月2日消息,今日赛生药业公布中签结果,公布招股结果,一手中签率3%,认购140手稳中一手。乙头稳2争3,顶头槌稳中20手。公开认购倍数为1,068.05倍,国配认购倍数10倍,相比较公开认购的火爆,国配超购才10倍,相对遇冷证明在机构层面不是太受欢迎。并将于3月2日16:15-18:30进行暗盘交易。

赛生药业主要在中国从事药品研发,集中于肿瘤及重症感染领域,其营业额有约八成集中于其研发的产品「日达仙」,用于治疗脓毒症、胰腺癌、肝癌及新型冠状病毒。已上市的产品包括自有产品日达仙以及授权引入产品择泰,另外一款授权引入产品安其思即将上市。

本次招股,赛生药业引入11名基石投资者,包括Shanghai Pharmaceutical Lin-gang Special Area、Daguan International、China Post and Capital Global Asset Management等,合共认购10.4亿元等值股份,约占发行规模47.5%左右,设6个月禁售期。

从认购情况来看,乙组认购倍数高达1570倍,是甲组(566倍)的近3倍。乙组继续呈"内卷"趋势。乙组打和点在15%左右。

从行业表现来看,今年上市了7只生物医药股,除了昭衍新药首日收跌8.61%以外,其余都未破发,不过昭衍新药主要是AH两地上市新股,又赶上大盘行情回调,本周市场行情有所反弹但仍处在震荡调整时,且在招股期间,医药股都出现了大幅回调,赛生表现可能不会太乐观。

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