智通财经APP获悉，映恩生物-B(09606)午后涨超6%。截至发稿，涨5.74%，报186.1港元，成交额1.43亿港元。
华创证券发布研报称，映恩已与国内外7家全球制药公司和创新药企就6个分子及DUPAC™创新载荷平台达成合作/合作披露交易总金额超70亿美元，目前仅收到约5.5亿美元首付款与里程碑款项，超65亿美金未确认里程碑收入及药物上市后高个位数至低双位数的销售分成为后续持续现金流流入提供坚实基础。
此外，映恩选择就确定性最高的B7-H3ADC行权，将与BioNTech全面分担DB-1311/BNT324在美国市场的开发成本，并分享其商业化后的利润与亏损，相较普通BD交易中个位数至低双位数的销售分成，有望进一步兑现美国市场商业化价值。该行指出，公司产品管线逐渐进入后期，2027年为商业化元年。
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