12亿美元首付款!信达与武田欲复制“药王”之路

华尔街见闻
Oct 23, 2025

十年时间,默沙东靠一款K药完成逆袭——从肿瘤业务仅占营收10%的“边缘玩家”,成为了单品年销300亿美金、撑起半壁江山的“全球药王”。就在刚才,武田宣布与信达114亿美金的战略合作,似乎意图复刻这一剧本。 剧本第一幕同样靠“重金”定调。信达先收入12亿美元首付款,其中1亿美元为武田溢价入股(溢价近30%),表达“同舟共济”的信号;若IBI363与IBI343顺利“冲线”,总交易额将升至114...

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