美国生物技术公司Monte Rosa Therapeutics(GLUE.US)于2024年10月28日盘中大涨142.13%,引发市场广泛关注。这一大涨主要源于Monte Rosa当天宣布与瑞士制药巨头诺华(NVS.US)签署一项独家许可协议,涉及前者用于自身免疫性疾病治疗的分子胶降解剂MRT-6160。
根据协议条款,诺华将以1.5亿美元的预付款获得MRT-6160和其他VAV1导向分子胶降解剂的全球独家开发、生产和商业化权利。除预付款外,Monte Rosa还将有资格获得高达21亿美元的开发、监管和销售里程碑付款,以及美国境外净销售额的分层版税。
消息一出便刺激投资者对Monte Rosa潜在长期增长预期的乐观情绪,导致股价大涨。分子胶降解剂被视为解决难以攻克生物靶标的潜在手段,而Monte Rosa在此领域拥有先发优势,与诺华达成此协议不仅能挖掘其MRT-6160等产品的商业价值,还为其后续产品开拓了广阔的发展空间。业内人士认为,通过此次合作,Monte Rosa有望长期获益。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.