在11月1日的港股市场上,生物医药公司华昊中天医药B股上市首日即出现大涨行情,股价一度大涨27.16%,引发市场广泛关注。从相关新闻报道来看,这一上涨主要受到两大利好因素的驱动。
首先是基本面利好。华昊中天医药成立于2002年,专注于肿瘤创新药物的研发。公司的主打产品优替德隆注射液于2021年获批上市,2022年被纳入国家医保药品目录,2023年3月正式执行医保谈判价格。尽管价格下降超过60%,但在医保的放量作用下,该药物销量近年来快速增长,对公司业绩形成积极拉动。
其次是发行策略的"套利"因素。在港股上市时,华昊中天医药采取了"惜售+下限定价"的发行策略,通过控制发售数量和定价来推高开盘股价。事实上,虽然公开发售认购获21.45倍认购,但因国配不足,发行规模只回拨至12%。与上下限相差37%的发行价定在下限,导致上市后股价大幅上涨。
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