异动解读|康诺亚-B盘中上涨5.65%,艾伯维百亿美元收购Apogee持续催化长效AD赛道

行情直击
Jun 26

6月26日,康诺亚-B盘中上涨5.65%,报65.6港元,成交额7981.71万港元。

消息面上,艾伯维近日宣布拟以约109亿美元收购Apogee公司,其核心产品为长效IL-13单抗APG777,该交易反映跨国药企对长效特应性皮炎资产的战略价值及峰值销售潜力给予高度认可。康诺亚旗下CM512同属长效AD赛道,若临床数据支持延长给药间隔,其市场竞争力有望显著提升。国金证券维持公司"买入"评级,指出长效AD产品价值获MNC进一步验证。此外,公司近期已收到吉利德收购Ouro Medicines的2.57亿美元首付款,叠加阿斯利康就CMG901支付的4500万美元里程碑款,现金流持续增厚,多项催化共振推动股价延续强势。

(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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