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《大行報告》野村:就百濟神州(06160.HK)涉侵權指控 參考行業過去案例料影響或有限
野村發表研報指,百濟神州(06160.HK)上日(15日)股價下挫12%,相信是由於艾伯維(AbbVie)(ABBV.US)旗下Pharmacyclics LLC指控公司核心產品「百悅澤」涉嫌侵權所致,同時主要大股東高瓴資本於過去7日內沽售共296萬股百濟神州股份,亦拖累股價表現。 翻查過往相似案例,Pharmacylics曾向阿斯利康(AZN.US)提出專利侵權訴訟,而阿斯利康也以同樣的理由指控 Pharmacylics,雙方於2019年根據保密和解條款達成和解。 野村認為,類似訴訟需要一段時間才能解決,預期對百濟神州目前的銷售幾乎沒有影響,但仍將繼續監測事件發展,維持「買入」評級及H股目標價186.87元。
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