20亿美元大单背后的策略:诺诚健华如何借力Zenas加速奥布替尼全球化?

华尔街见闻
Oct 13

国庆假期刚过,中国创新药行业就被一则重磅交易点燃——10月8日,诺诚健华宣布与纳斯达克上市公司Zenas BioPharma达成超20亿美元(约160亿元人民币)的授权合作,核心标的正是其明星产品BTK抑制剂奥布替尼。10月10日盘后,诺诚健华斥资约1200万港元,大笔回购股份,充分表明公司对此次交易以及公司业务发展的信心。 这笔刷新国内自免领域小分子授权纪录的交易,背后藏着怎样的战略逻辑?   ...

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