骏利亨德森投资:专利到期倒逼药企扩张 生物科技并购、IPO市场同步复苏

智通财经网
Aug 19

智通财经APP获悉,骏利亨德森投资(Janus Henderson Investors)健康护理和生物科技策略投资组合经理Andy Acker称,尽管利率较市场年初的预期为高,但生物科技行业交易活动的增长动力持续不减。2026年上半年,无论是交易金额还是交易覆盖范围均显著上升,反映行业整体活跃度进一步提升。

Andy Acker表示:“收购活动持续活跃,突显生物科技在推动医疗保健创新方面的重要角色。值得注意的是,许多交易均集中于拥有具潜力临床研发项目的中小型生物科技公司,而这正是我们持续发掘具吸引力投资机会的领域。随着大型制药企业未来数年面临数以千亿美元计药品收入因专利到期而流失的压力,我们相信市场对具差异化优势的生物科技资产需求将维持强劲。”

他指出,除并购活动外,生物科技企业的首次公开招股(IPO)市场亦显著回升,其中第二季更录得历来规模最大的两宗生物科技 IPO。融资环境更趋健康,有助生物制药生态系统整体发展,支持未来药物的研发与创新,同时为提供研发工具及创新服务的企业创造更多机遇。

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