百濟神州(6160.HK)繼續上漲 獲安進27億美元投資 機構看好
格隆匯11月4日丨繼上週五港股收漲31.89%,美股收漲37.02%報189.56美元后,百濟神州(6160.HK)今日港股市場繼續上漲,現報116.4港元,漲5.82%,暫成交1864萬港元,最新總市值914億港元。
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百濟神州上週四稱,與全球醫藥巨頭安進公司建立全球腫瘤戰略合作關係。安進將斥資27億美元,同意為每份百濟神州ADS支付174.85美元,收購百濟神州20.5%的股份,以此估算對後者的估值約為135億美元。按照每百濟神州1ADS等於13股普通股,折算成港股這邊安進的收購價格為每股105.4港元。
中金最新研報認為,本次合作意味着國際同行巨頭對於百濟神州臨牀研發和商業能力的肯定,看好公司在國際市場的空間。除在售三款藥物外,目前公司自主研發的重磅產品BTK藥物已在中美兩地提交上市申請,預計有望在2020年獲批上市成為全球第三款BTK藥物;PD-1單抗已在內地提交上市申請,預計最快有望在2019年底獲批上市,成為國產第四款PD-1單抗藥物。中金維持其“跑贏行業”評級,港股、美股目標價分別上調38%至130.38港元、217.31美元。
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