荣昌生物（09995.HK）今日盘中大跌14.77%，报57.15港元，成交额9081.14万港元，引发市场广泛关注。
消息面上，荣昌生物于昨日（6月25日）交易时段后宣布，与美国Vor Biopharma Inc.（简称"Vor Bio"）达成授权许可协议，将其自主研发的泰它西普在大中华区以外的全球范围内的开发和商业化独家权利授予Vor Bio。根据协议，荣昌生物将获得4500万美元首付款，以及价值8000万美元的Vor Bio认股权证。此外，基于临床开发进度和销售情况，荣昌生物最高可获得41.05亿美元的里程碑付款和高个位数至双位数比例的销售提成。
尽管这笔交易总额高达42亿美元，显示了泰它西普的巨大市场潜力，但投资者似乎对此并不买账。分析人士指出，市场可能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，长期来看可能影响公司的全球化战略。另一方面，协议中的大部分收益取决于未来的临床进展和销售业绩，存在较大不确定性。这些因素可能是导致荣昌生物股价大跌的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.