6月15日，因塞特医疗盘中下跌5.37%，报104.005美元/股，成交额6353.57万美元。
消息面上，公司近期宣布以最高20亿美元收购Star Therapeutics旗下Vega Therapeutics，获得用于治疗血管性血友病的后期临床资产VGA039。交易涉及12.5亿美元首付款，公司明确将在第三季度计入约12.5亿美元研发费用，对GAAP及非GAAP业绩均产生冲击。此外，公司核心产品雅卡菲（Jakafi）面临2028年专利到期压力，收购本身即为对冲该风险之举。尽管公司在EHA大会上公布了INCA033989及tafasitamab的积极临床数据，但市场或正在重新评估大额收购的财务负担及专利悬崖风险。
（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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