异动解读 | 核心人员离职、出海受挫,荣昌生物盘中大跌近6%

异动解读
Feb 24, 2025

荣昌生物(09995.HK)今日盘中大跌5.95%,引起市场高度关注。消息面上,公司近期遭遇了一系列不利因素,可能是导致股价大幅下跌的主要原因。

首先,荣昌生物的核心技术人员、执行董事何如意突然辞职,此事在业内引起极大关注。核心技术人员离职无疑会对公司持续创新能力带来一定冲击,从而影响投资者对公司长期发展前景的信心。

此外,公司旗舰产品维迪西妥单抗的归属权也遭到质疑。最新消息显示,此单抗可能被计提2亿美元减值,并最终归属于辉瑞(PFE.US)。如果这一消息属实,无疑将严重打击荣昌生物的核心业务和盈利前景。

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