智通财经APP获悉，联邦制药(03933)涨超8%，截至发稿，涨8.04%，报16.66港元，成交额4.67亿港元。
消息面上，联邦制药近期公布，拟配售1.56亿股新股，每股配售价14.16港元，较上一日收盘价折让约7.93%；配售股份相当于扩大后的已发行股本约7.91%。公司表示，配售项目所得款项净额约21.68亿港元，拟将其中约13.01亿港元用作建设和扩充生产设施、加强外部合作、扩展国际业务及其他一般公司用途的资本开支；约8.67亿元用于创新候选产品的研发，包括UBT251的临床试验，以及其他开发中产品。
国泰海通证券指出，三靶点注射剂UBT251具备BIC潜力，与诺和诺德达成重磅授权。2025年3月，联邦医药与诺和诺德达成GLP-1R/GIPR/GCGR三靶点激动剂UBT251独家许可协议，BD首付款2亿美金（6月20日公告已经收到）、最高18亿美元的潜在里程碑付款，以及可收取基于该地区的年度净销售额计算的分层销售提成。该行认为，UBT251具备GLP-1药物减重效果BIC潜力，与全球龙头诺和诺德的共同开发下，有望充分兑现药物价值。
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