[新聞] 中裕強攻頂 生技放天燈
1.原文連結(必須檢附):http://goo.gl/oIWRCr
2.原文內容:
五鼎、和泰生、永昕跟著飛天 智擎、浩鼎也吃補
上櫃生技股中裕(4147)愛滋病新藥TMB-355國際授權銷售分潤比例達52%,激勵今天一開
盤股價直接以漲停價229.5元開出,也拉動新藥股的走勢,五鼎(1733)、和泰生(1783
)、永昕(4726)跟著攻上漲停,智擎(4162)、浩鼎(4174)也分別上漲5.78%、3.77%
。
中裕今攻上漲停後,收盤漲停委買張數1,754張,成交量擴至9,170張,較一日僅有2,426
張大幅成長,而且還激勵其他的新藥股股價走強。今天上市櫃生技股人氣再現,其中上市
漲幅達1%、上櫃則是表現出色,盤中成交值佔27%,漲幅近2.5%,顯見國內生技族群已經
擺脫浩鼎陰霾。
台新投顧協理黃文清認為,生技股是未來國內產業政策持續推動產業,整體而言,台灣生
技產業在2016年政策、API GMP規範提高和國際授權之下,預期逐步走向國際化,提高台
灣生技產業國際競爭力,也是今天生技股價量齊揚的重要原因。
儘管Theratechnologies規模不大,年營收約10億台幣,去年獲利約5,000萬元,該公司專
攻因愛滋病 病患用藥品副作用所產生的肥胖、代謝不平衡予以減緩及消除的藥品(靜脈
注射劑型),與中裕的TMB-355有互補作用,兩家公司的合作,將可創造雙贏。由於中裕
今明兩天將參加麥格里法說會,也讓該股後市備受看好,
生技產業分析師認為,中裕愛滋病新藥TMB-355美國、加拿大地區授權加拿大上市公司
Theratechnologies,在銷售分潤比率高達52%,且合計包括簽約金和里程金最高還有
2.205億美元授權金中,法人也給予「積極正向」評價,今日中裕大漲,股價反應此一利
多。
3.心得/評論(必需填寫):
漲停就放利多,各位要衝了,
唯一美中不足就是,沒鎖死有被敲開一次,
究竟是換手還是出貨?
--
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