金吾财讯 | 据消息，礼来公司 (LLY) 正在推进针对 AtaiBeckley (ATAI) 的收购洽谈，本次交易体现传统大型药企对迷幻药物研发赛道的关注度持续提升，该细分领域此前长期处于行业边缘位置。市场消息显示，双方最快有望于本周对外公布本次收购相关交易方案，资本市场提前反应带来个股行情明显分化。盘后交易阶段，AtaiBeckley 股价大幅拉升，涨幅达到 66%，同期礼来股价维持平稳运行，无明显波动。
行情数据显示，AtaiBeckley 年内股价累计上涨 31%，截至周三收盘企业整体市值规模为 19.7 亿美元。企业研发管线聚焦迷幻类物质衍生精神疾病治疗方案，核心在研产品 BPL-003 为 5-MeO-DMT 鼻用制剂，适应症定位为难治性抑郁症，是当前管线核心资产。该企业股价年内持续走强，政策层面形成重要支撑。
今年美国行政指令要求卫生监管机构提速迷幻药相关疗法审批流程，同时扩大联邦财政对该方向临床研究的资金扶持，行业政策环境持续放宽，带动赛道内企业估值上行。大型药企入局并购，将为迷幻类精神治疗药物带来成熟商业化渠道、临床研发资源与全球销售网络，加速相关创新疗法落地。
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