郭思治: 北海康成-B(01228.HK)正式啓動香港招股 專注罕見病投資價值突出
香港股票分析師協會副主席郭思治稱,11月30日,香港IPO市場同時迎來6只新股啓動招股,其中專注罕見病的生物醫藥企業北海康成-B(01228.HK)在一衆標的中顯得較爲突出。是次招股,北海康成-B發行5,625.1萬股,每股發售價12.18港元,預期於2021年12月10日上市,摩根士丹利與Jefferies擔任聯席保薦人。
據招股書顯示,北海康成製藥有限公司成立於2012年,是立足中國、專注於罕見病的生物醫藥公司,致力於研究、開發及商業化生物科技療法。該公司是中國開發罕見病療法的先行者,其產品及候選產品針對部分最常見的罕見病以及罕見的腫瘤適應症。
目前,北海康成已打造一個由13個擁有巨大市場潛力的藥物資產組成的全面的管線,包括三個已上市產品、四個處於臨牀階段的候選藥物、一個處於IND準備階段、兩個處於臨牀前階段,另外三個基因治療專案處於先導識別階段。建立全面的產品組合、綜合平臺及接觸全球罕見病市場的管道,將有利於北海康成把握中國及全球龐大且尚未打開的罕見病市場,?根罕見病這一優質賽道。
北海康成自A輪融資以來,已獲得包括藥明康得、RA Capital、啓明創投及泰格醫藥(03347.HK)等多家知名機構青睞。是次IPO,北海康成引入了6名基石投資者,包括RA Capital、Hudson Bay Master Fund Ltd.、Janus Investors、General Atlantic、藥明生物(02269.HK)、Belinda A.Termeer,合計認購6,000萬美元。
此外,北海康成的合作夥伴包括Apogenix、GC Pharma、Mirum、藥明生物、Privus、馬薩諸塞大學(UMass)、LogicBio及和華盛頓大學醫學院、Scriptr Global等國際知名研究中心或企業,能夠產生巨大的資源共享與業務協同效應。
廣闊的市場前景、過硬的產品實力、強大的團隊力量等多重優秀「基因」,令北海康成受到專業投資機構高度認可,核心競爭力凸顯。公司成長性佳,未來發展前景良好,有望在罕見病市場佔據領先優勢,投資價值突出,值得關注。
(筆者爲證監會持牌人)~
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