港股异动 | 先声药业(02096)早盘涨超4% SIM0660近期授权罗氏 TCE平台价值再获验证

智通财经
Sep 30

智通财经APP获悉,先声药业(02096)早盘涨超4%。截至发稿,涨4.31%,报11.86港元,成交额3772.12万港元。

消息面上,9月初,先声药业旗下抗肿瘤创新药公司先声再明宣布,与罗氏就SIM0660达成全球独家授权,取得7500万美元首付款、14.55亿美元里程碑及最高至双位数的分级销售提成。

华泰证券发布研报称,SIM0660为全球FIC,与罗氏在B细胞疾病领域现有管线具备高度配合潜力,有望借助罗氏的全球开发及商业化体系逐步兑现全球价值。同时该笔交易是先声TCE平台继SIM0500后又一重磅出海,连续两笔MNC合作验证了靶点选择与分子设计层面的可复用能力,我们看好平台持续产出高全球价值资产,并实现BD常态化。维持“买入”。

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