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《大行報告》裏昂:短期市場情緒對百濟神州(06160.HK)及和黃醫藥(00013.HK)仍低
裏昂發表研究報告,指出美國證交會(SEC)於3月8日將三家中國生物公司百濟神州(06160.HK)、和黃醫藥(00013.HK)及再鼎醫藥(09688.HK),列入基於《外國公司問責法案》(HFCAA)的暫定性認定名單,如果公司連續三年未能提交美國上市公司會計監督委員會所要求的報告,美國證交會有權將其自交易所除牌,意味着最早的執行日爲2024年。 該行指出,中證監對上述名單發表迴應,表示願意與美國監管機構就有關的審計監管合作。該行預期,短期市場情緒對百濟神州及和黃醫藥仍低,但兩家公司在不同地方上市,爲其在融資渠道方面提供緩衝,即使從美國退市,有關股份亦可轉往其他交易所。此外,兩家公司的強大研發能力爲其整體融資能力提供支持。
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