异动解读|再生元制药盘中上涨3.05%,RBC称公司正考虑扩大与赛诺菲合作协议

行情直击
Sep 03

9月2日,再生元制药盘中上涨3.05%,报848.935美元/股,成交额2.19亿美元。

消息面上,RBC Capital Markets发布报告称,再生元可能将与赛诺菲的长期药物合作伙伴关系扩展至多款新免疫学药物。目前双方合作仅涵盖Dupixent和Kevzara两款产品,双方均表示对重新谈判协议持开放态度。RBC指出,再生元可能寻求在全球范围内更均衡的利润分成安排,改变当前由赛诺菲先行承担大部分开发费用、再生元后续偿还的模式,不过财务收益短期内或难以显现。RBC维持对再生元"与大盘持平"评级。

基本面方面,公司此前发布的二季度业绩表现强劲,调整后每股收益14.29美元,大幅超出市场预期的10.26美元;营收42.91亿美元,同样高于预期的38.16亿美元,为股价提供了坚实支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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