券商观点:传礼来将收购AtaiBeckley 迷幻药板块上涨

路透中文
Jul 16
BUZZ-券商观点:传<a href="https://laohu8.com/S/LLY">礼来</a>将收购AtaiBeckley 迷幻药板块上涨

7月16日 - ** 据彭博社周三援引知情人士报导,礼来公司LLY.N正就收购迷幻药物制造商AtaiBeckley (link)ATAI.O进行谈判,交易最早可能于本周宣布

** AtaiBeckley股价在盘前交易中飙升51%,同业公司GH Research GHRS.O 的股价则上涨15%

** 该报导发布后,至少有三家券商指出,此消息对AtaiBeckley和GH Research具有积极影响

迷幻药的认可

** 加拿大皇家银行资本市场(评级为“跑赢大盘/投机性风险”,目标价:40美元) 表示,礼来公司的兴趣可能“验证该目标公司及整个类别”并“缓解整个迷幻药领域的知识产权担忧”,并称GH Research是“最直接且最具说服力的参考案例”

** 杰富瑞(给予“买入”评级,目标价:10美元,针对AtaiBeckley) 指出“极为积极的数据”以及Spravato超过20亿美元的年化销售额,均印证了迷幻药物治疗的商业潜力

** 贝伦贝格(Berenberg)(给予“买入”评级,目标价:12美元,针对AtaiBeckley) 称该公司有望成为针对严重精神健康疾病“极具前景的新兴迷幻药物领域中的领导者”

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