本文系基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。“狂热”半年之后，这场由BD预期支撑的港股创新药牛市出现了降温的势头。近日，诺诚健华披露BD交易，以1亿美元首付款，超20亿美元总金额的对价，将奥布替尼以及两款早期管线授予美国Zenas BioPharma公司。然而，这笔BD交易不仅没有带动诺诚健华的股价上行，反而在披露后造成股价连续暴跌。这种情况，正印证了我们此前的观点。当BD这条...
Source Link本文系基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。“狂热”半年之后，这场由BD预期支撑的港股创新药牛市出现了降温的势头。近日，诺诚健华披露BD交易，以1亿美元首付款，超20亿美元总金额的对价，将奥布替尼以及两款早期管线授予美国Zenas BioPharma公司。然而，这笔BD交易不仅没有带动诺诚健华的股价上行，反而在披露后造成股价连续暴跌。这种情况，正印证了我们此前的观点。当BD这条...
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