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長江生命科技(0775.HK)罕見密會國際大行
據格隆匯獨家獲悉,一向低調埋首研發的長江生命科技,近日與十多家國際頂級投行進行了交流。有業內人士稱,這家公司過去鮮少在資本市場拋頭露面,如今突然高調與資本市場密會,背後必有深意。長江生命科技管理層在會上系統闡述了公司多層次的發展策略:長期戰略佈局方面,公司看重處於研發早期的創新性癌症疫苗,如近日公佈的TROP2新型癌症疫苗研發項目。具備巨大潛力,有望成爲公司未來的重磅產品。在短中期價值釋放維度,公司擁有多個進入臨牀階段的醫療研發項目管線,其中黑色素瘤癌症疫苗等核心項目進展順利,有望短中期實現價值釋放,爲公司帶來實質性業績貢獻。資本戰略層面,管理層強調雖然當前現金流充裕,足以支撐現有研發管線推進,但仍將保持高度靈活的資本運作姿態。公司明確表示將“全面開放所有戰略選項”,包括但不限於戰略合作、合資公司設立、業務分拆上市以及併購整合等多元化資本運作方式,以最大化股東價值。業內人士指出,長江生命科技近期從專注研發轉向積極的市場溝通,這一戰略調整顯示出公司對研發成果產業化的重視。其在癌症疫苗領域的技術積累,結合潛在的戰略合作可能,更可能讓這隻生物科技股成爲2025年港股市場的“黑馬選手”。
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