异动解读 | 荣昌生物授权泰它西普海外权利,股价盘中大跌14.77%

异动解读
26 Jun

今日荣昌生物(股票代码:09995)股价盘中大跌14.77%,引发市场关注。消息面上,公司于昨日晚间宣布与美国Vor Bio公司达成重要合作协议,或是导致股价大幅波动的主要原因。

根据公告,荣昌生物将其自主研发的泰它西普在大中华区以外的全球开发和商业化独家权利授权给Vor Bio。作为交易对价,荣昌生物将获得4500万美元首付款,以及Vor Bio发行的价值8000万美元的认股权证。此外,基于临床开发进度和上市后销售情况,荣昌生物最高可获得41.05亿美元的里程碑付款和销售提成。

虽然这笔交易总额可观,但投资者似乎对此反应消极。分析人士认为,可能是市场担心此举意味着荣昌生物放弃了自主开拓海外市场的机会,或者对Vor Bio的开发和商业化能力存疑。同时,前期股价快速上涨后的获利回吐也可能是造成今日大跌的原因之一。目前尚需进一步观察市场对此次合作的长期反应。

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