金吾财讯 | 2026 年 6 月 9 日，葛兰素史克 (GSK) 宣布与 Nuvalent 达成全现金收购协议，以每股124美元的价格收购 Nuvalent 全部A类和B类普通股，交易总股本价值约106亿美元，扣除 Nuvalent 账面现金后，GSK净投入估计约94亿美元。这是GSK十余年来规模最大的一笔并购。
Nuvalent 核心资产为三款肺癌靶向药，其中 Zidesamtinib 与 neladalkib 处于 FDA 审评阶段，PDUFA 日期分别为 2026 年 9 月 18 日、11 月 27 日，获批后预计年内上市；另一款 HER2 抑制剂 NVL-330 处于 I 期临床。
此次收购契合 GSK 扩张肿瘤管线战略，补充肺癌领域精准治疗能力，预计 2027 年起贡献利润，助力 GSK 应对核心产品专利到期压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.