和黃醫藥(00013.HK)半日漲11% 高盛料與武田達成許可協議屬重大進展
和黃醫藥(00013.HK)今日(26日)高開5.6%後,早市升幅擴大,最高見30.8元創逾八個月高;半日收報30.6元,升10.9%,成交175.93萬股,涉資5,280.9萬元。
公司日前公布,子公司和黃醫藥(上海)與日本武田藥品(Takeda)達成(口夫)(口奎)替尼(fruquintinib)開發及商業化許可協議,在除內地、香港和澳門以外的全球範圍內進一步推進(口夫)(口奎)替尼的開發、商業化和生產。和黃醫藥(上海)將獲得總額可高達11.3億美元付款,其中,包括4億美元首付款,以及潛在的監管註冊、開發和商業銷售里程碑付款,並外加基於淨銷售額的特許權使用費。該藥可通過口服給藥,並有潛力用於轉移性結直腸癌的各種亞型中且不受生物標誌物狀態影響。
高盛發表報告,認為武田作為全球製藥巨擘,是理性的合作夥伴,是次合作印證和黃醫藥執行新策略的首個重大進展,即專注中國後期階段資產,並在其他主要市場揀選合作夥伴推進產品;報告並引述和黃醫藥管理層指相信達成合作可最大化fruquintinib的價值。
報告料許可協議可支持和黃醫藥現金狀況,採專注發展策略驅動公司短期價值;並持續留意fruquintinib未來在中國以外地區監管及商業化上的更新,以了解其國際化步伐。該行予和黃醫藥美股(HCM.US)目標價15美元,評級「中性」。
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