消息面上,RBC Capital Markets发布报告称,再生元可能将与赛诺菲的长期药物合作伙伴关系扩展至多款新免疫学药物。目前合作仅涵盖Dupixent和Kevzara,双方均表示对重新谈判协议持开放态度。RBC指出,再生元可能寻求在全球范围内更均衡的利润分成,改变当前由赛诺菲先行承担大部分开发费用、再生元后续偿还的模式。此外,公司近期利好密集:Pasatru获FDA批准用于治疗超罕见疾病FOP,Cemdisiran新药申请获FDA优先审评,叠加二季度业绩大幅超预期(调整后EPS 14.29美元,远超预期10.26美元),多重催化共振推动股价走强。
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