|
|
|
|
|
|
|
|
|
|
|
¶¼Æ :
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
11 |
12 |
13 |
14 |
15 |
16 |
17 |
18 |
|
|
½÷¥ß¬ã¨s³¡§Ö°T
|
|
|
¦ÊÀÙ¯«¦{ (6160.HK) ¬ã¨s³ø§i: ¦ÊÀÙ¯«¦{(6160.HK)¥Ø¼Ð»ù155.00´ä¤¸¡C¦ÊÀÙ¯«¦{¦¨¥ß©ó 2010 ¦~¡A¬O¥»¤g³Ð·sÃÄ¥X®üÀsÀY¡A»EµJ¤_¸~½Fªº³Ð·s«¬¤À¤l¹v¦V¤Î¸~½F§K¬ÌªvÀøÃĪ«ªº¬ãµo¤Î°Ó·~¤Æ¡A¬Oº®a¹ê²{¬üªÑ+HªÑ+AªÑ¤T¦a¤W¥«ªº³Ð·sÃÄ¥ø·~¡C¤½¥q¹ê¤O¨ô¶V¡A¨ã³Æ¦´ÁÃĪ«µo²{¡BÁ{§É¬ã¨s¡B³W¼Ò¤Æªº°ª½è¶qÃĪ«¥Í²£¤Î°Ó·~¤Æµ¥¥þ¤è¦ì¤@Åé¤Æ¯à¤O¡C¤½¥qªº¥|Ó¥DnªÑªF¥]¬A¦w¶i¡BBaker Brothers Life Sciences, L.P.¤Î¨ä¤@P¦æ°Ê¤H¡BHHLR Fund, L.P.¤Î¨ä¤@P¦æ°Ê¤H¡BCapital Research and Management Company ¤Î¨ä¤@P¦æ°Ê¤H¤À§O«ùªÑ 18.25%¡B11.30%¡B10.89%¡B7.92%¡A¨ä¤¤³Ì¤jªÑªF¦w¶i¡A¬O¥þ²y±Æ¦W«e20 ¦ìªº¥Íª«ÂåÃĤ½¥q¡C¦ÊÀÙ¯«¦{ªººÞ½u«p«×¤Î¦h¼Ë¤Æµ{«×¦ì©~¥þ²yÄvª§«e¦C¡C¥Ø«e³B©óÁ{§É¤Î°Ó·~¤Æ¶¥¬qªºÃĪ«¬ù 50 Ó¡A¤w¤W¥«ÃĪ« 16 Ó¡]¥]¬A¦Û¬ã²£«~ 3 Ó¡^¡A³B©óÁ{§É¢»´Á¶¥¬qªºÃĪ« 3Ó¡A³B©óÁ{§É¢º´Á¶¥¬qªºÃĪ« 13 Ó¡A³B©óÁ{§É¢¹´Á¶¥¬qªºÃĪ« 18 Ó¡C¥t¥~¾Ö¦³ 60 §E¶µÁ{§É«e·sÃĶµ¥Ø¡A³o¨ÇÃĪ«Ãþ«¬¯A¤Î¤p¤À¤lÃÄ¡B³æ§Ü¡BÂù§Ü¡BADC µ¥¦hºØÃþ«¬¡A¦h´ÚÃĪ«¨ã³Æ®t²§¤Æ¤D¦Ü¡§first-in-class¡¨¼ç¤O¡CÂ×´I¡B¦h¤¸¤Æªº¬ãµoºÞ½u¼sªxÂл\¤F¥þ²y 80%ªºÀù¯gÃþ«¬¡]«öµo¯f²vpºâ¡^¡C¦b¦Û¬ã¤è±¡A¦ÊÀÙ¾Ö¦³¨ô¶Vªº¤º³¡¶}µo¯à¤O¡A¾Ö¦³¶W 900 ¤HªºÁ{§É«e¬ã¨s¹Î¶¤¡A¦Û¥D¬ãµo²£«~¤¤¥Ø«e¦@¦³ 11 ´Ú²£«~¶i¤J¨ì°Ó·~¤Æ¶¥¬q¤ÎÁ{§É¹êÅ綥¬q¡A¨ä¤¤¦³ 3 ´Ú¤w¸gÀò§å¤W¥«¡A¤À§O¬°¿A¥¬´À¥§½¦Ån¡B´À¹p§Q¯]³æ§Üª`®g²G¡B©¬¦Ì©¬§Q½¦Ån¡A¥t¥~ 8 ´Ú²£«~³B©óÁ{§É¹êÅ綥¬q¡A¥B¬°®t²§¤Æ³]pªº³Ð·sÃĪ«¡C¦b¦X§@¤è±¡A¦ÊÀÙ¯«¦{ License in/out±j¤j¡ABD ¯à¤O³B©ó¥þ²y«e¦C¡A2017 ¦~»P·s°ò¤½¥q¡]²{ÁõÄݤ_¦Ê®É¬ü¬I¶QÄ_¡^¹F¦¨¦X§@¡A2019 ¦~©³»P¦w¶iq¥ß¦X§@¨óij¡A2021 ¦~ 1 ¤ë»P 12 ¤ë¤À§O»P¿ÕµØ¹F¦¨¦X§@¡A¥ý«á¤Þ¶i13 ´Ú°Ó·~¤Æ²£«~ªº¤¤°êÅv¯q¡A¥]¬A¦w¶iªº¦w¥[ºû¡B¿§Q§´¡B³Í¬¥´µ¡ABMS ªº·ç½Æ¬ü¡Bºû¹F²ï¡AEUSAPharmaªºÂÄ·ÅÏÈ¡B³Í¿A¦Ê¡A¦Ê¶ø®õªº´¶¨©§Æ¡A¥H¤Î¿ÕµØªº®õµá¼Ö¡BÁÚ¦NÚ¬¡Bºû¥þ¯S¡B¸¥§§´¡BÃÙ¥i¹Fµ¥³Ð·s²£«~¡C¤½¥q¦bÁ{§É¶}µo¡BÁ{§Éµ¦²¤¡BÁ{§É°õ¦æµ¥¤è±´I¦³¸gÅç¡A¥Ø«e¦b¥þ²y¾Ö¦³3,500+¥B¤´µM¤£Â_¼Wªøªº°Ó·~¤Æ¹Î¶¤¡A¨ä¤¤¤¤°ê¹Î¶¤3,000+¦W¡AÂл\¶W¹L 1,000 ®aÂå°|¡C¤½¥qªº¬ãµo§G§½¤wÂл\ ADC¡BÂù§Ü/¦h§Ü¡BCDAC¡]PROTAC¡^¡BCAR-NK¡BmRNA µ¥¦b¤ºªº¦hºØ¤j/¤p¤À¤lÃĪ«¥H¤Î·sªºÃĪ«§Î¦¡¡A¹wp±N¦³±æ±a¨Ó«ùÄòªº³Ð·s²£«~¿é¥X¡C°]°È¼Æ¾ÚÅã¥Ü¡A¤½¥qªñ¤¦~Àç·~¦¬¤J¡B²£«~Á`¦¬¤J¤Î®Ö¤ß²£«~¦¬¤J«ùÄò«O«ù°ª³t¼Wªø¡A¬ãµo¶O¥Î¤Î¾P°â/ºÞ²z¶O¥Î¼W³t«ùÄò©ñ½w¡A¨ä¸gÀçÁ«·l¦b 2022 ¦~ªï¨Óº¦¸´îÁ«¡A¸gÀç©Ê¬Õ§Q©äÂI¦³±æ¨ì¨Ó¡C2023¦~«e¤T©u«×¡A¤½¥q¦¬¤J¹F18.24»õ¬ü¤¸¡A¦P¤ñ¼Wªø76%¡C2023¦~«e¤T©u«×¡A¤½¥q¹ê²{Àç·~¦¬¤J128.75»õ¤¸¤H¥Á¹ô¡A¦P¤ñ¼Wªø87.45%¡F¹ê²{ÂkÄݤ_¤W¥«¤½¥qªÑªFªº²b§Q¼í-38.78»õ¤¸¡F¹ê²{¦©«DÂk¥À²b§Q¼í-67.83»õ¤¸¡C¨ä¤¤¡A²Ä¤T©u«×¹ê²{Àç·~¦¬¤J56.24»õ¤¸¡A¦P¤ñ¼Wªø111.55%¡F¹ê²{ÂkÄݤ_¤W¥«¤½¥qªÑªFªº²b§Q¼í13.41»õ¤¸¡AÂk¥À²b§Q¼í¦P¤ñ¥ÑÁ«Âà¬Õ¡C¦ÊÀÙ²£«~²Õ¦X¤´³B©ó°ª³t¼WªøºA¶Õ¡A¦b²£«~¦¬¤J«O«ù°ª¼W³tªº±¡ªp¤U¡A¤½¥qªº¥«È¤ô¥±N«ùÄò´£¤É¡C |
¥N¸¹ |
¤½¥q¦WºÙ |
H ªÑ ¦¬¥«»ù |
A ªÑ ¦¬¥«»ù |
A - H ·¸»ù |
| | | | |
|
¥»¤å©Ò¥]§tªº¸ê®Æ§¡¬°½÷¥ßµý¨é(»´ä)¦³¤½¥q©Î¨äªþÄݤ½¥q (¡u¶°¹Î¡v) ±q¬Û«H¬°·Ç½Tªº¨Ó·½·j¶°¡A¦ý¹ï¥ô¦ó¦]«H¿à©Î°Ñ¦Ò¦³Ãö¤º®e©Ò¾ÉPªº·l¥¢¡A·§¤£t³d¡C¥»¶°¹Î (©Î¨ä¹µû) ¥i¯à«ù¦³¥»¤å©Òz¦³Ãöªº§ë¸ê²£«~¡C¦UÃþ²£«~ªº·ÀI¡A½Ð°Ñ¾\¥»¤½¥qºô¶ http://www.phillip.com.hk¡m·ÀI©ÜÅSÁn©ú¡n¡C
¦p±z¤£·Q¦A¦¬¨ú¹q¤l±À¼s¶l¥ó¡A½Ð«ö¦¹³B¡C
ª©Åv©Ò¦³¡A ½¦L¥²¨s¡C
Copyright(C) 2024 Phillip Securities (HK) Ltd. All Rights Reserved.
|
|
| | |