7月24日,微创系午后走高,微创医疗涨超20%,微创机器人-B涨超7%,心通医疗-B涨超6%,微创脑科学涨超4%。
消息面上,7月17日,微创医疗发布业绩预告,上半年预计亏损约1.1亿美元,与同期相比亏损程度基本持平。微创医疗同时宣布,计划心律管理业务与子公司心通医疗合并,两项业务合并后,将形成一个强大的心脏病产品平台,提供从CRM的起搏器、除颤器到结构性心脏病的TAVI、LAA等全面的产品组合。
值得注意的是,微创医疗此番操作恰好在对赌协议届满之际,或许是为了缓解赎回潮即将到来的资金压力。公开资料显示,2021年7月,微创医疗为微创心律引入高瓴投资等机构,但约定若微创心律未能在2025年7月17日前上市,且上市后的市值未达到15亿美元、募资少于1.5亿美元,则高瓴投资等机构有权要求微创心律赎回股份。有分析人士指出,若整合后以新主体推进上市,或可规避1.4亿美元的赎回风险。
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