三生制药:60 亿美元交易,目标价上调

和讯网
May 21, 2025

【5 月 21 日,招商证券国际报告称,三生制药与辉瑞达成中国生物制药行业最大单一资产交易,预付款 12.5 亿美元,总规模达 60 亿美元。】报告指出,该行早前报告已提醒投资者 PD-1xVEGF 和 TL1A 的许可转让。预计免疫学资产进一步成熟或推动另一次估值升级。基于公司产品线丰富,目标今年至 2027 年推出约 10 款产品并提交新药申请,持续扩展适应症,内部新型产品线和经验证业务拓展...

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