Scribe Therapeutics, Inc.(SCTX)今日盘中大涨66.67%，成为市场关注的焦点。
此次股价飙升主要得益于公司IPO的超预期表现。Scribe Therapeutics以每股15美元的价格发行858万股，成功募资1.287亿美元，定价不仅落在发行区间13至15美元的最高端，发行规模也较原计划的720万股显著扩大，充分显示出投资者对其基因编辑技术平台及心血管疾病管线的强劲需求。
更令市场振奋的是，两大制药巨头礼来(Eli Lilly)和赛诺菲(Sanofi)在IPO中同步入股，为Scribe提供了重要的信誉背书。礼来表示有意增持约1000万美元股份以维持约11%的持股比例，赛诺菲则以同等价格通过同步私募配售购入50万股。Scribe的核心候选药物STX-1150通过表观遗传沉默PCSK9基因来持久降低低密度脂蛋白胆固醇，已进入首次人体试验阶段，初步数据预计2027年上半年公布。在生物科技板块IPO以55%的加权平均回报率碾压AI概念股的背景下，Scribe的强势首秀进一步印证了市场对拥有明确临床路径和重磅合作伙伴的生物科技公司的追捧。
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