三生制药（01530.HK）今日盘中大跌5.1%，引发市场关注。根据公司最新公告，这一股价下跌或与其向辉瑞配发新股有关。
三生制药于7月24日交易时间后与辉瑞达成协议，拟向后者配发3114.25万股新股，发行价为每股25.2055港元，较公告日收盘价30.40港元折价约17.09%。此次配股将为三生制药筹集约7.85亿港元净额。
股价下跌可能是由于新股发行对现有股东权益的稀释，以及发行价较大幅度的折价。然而，这笔交易也标志着三生制药与辉瑞在PD-1/VEGF双特异性抗体（SSGJ-707）项目上的合作正式生效。此前，双方就该项目达成的许可协议所有先决条件已于7月24日全部达成。
尽管短期内可能对股价造成压力，但与全球制药巨头辉瑞的战略合作有望为三生制药带来长期发展机遇。投资者需权衡短期股价波动与公司长远发展前景。
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