异动解读|诺华盘中上涨3.19%,大股东施压改组董事会叠加机构上调评级提振反弹

行情直击
Sep 14

9月14日,诺华盘中上涨3.19%,报139.49美元/股,成交额7223.19万美元。消息面上,诺华前20大股东Artisan Partners公开呼吁改组董事会,其董事总经理David Samra指出公司需加强对并购的监督,矛头直指120亿美元Avidity收购案及此前已计提减值的MorphoSys收购案,市场将此解读为推动公司治理改善的积极信号。与此同时,汇丰将诺华评级上调至"持有",目标价110瑞士法郎;加拿大皇家银行以120瑞士法郎目标价启动覆盖。此前一周,诺华因pelacarsen心血管III期试验失败、DM1药物del-desiran III期未达主要终点等三项临床接连受挫,股价一度重挫逾13%,本次反弹系超跌后多重利好共振所致。

(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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