金吾财讯 | 药明生物(02269)股价受压，早盘一度跌超5.5%，午后仍维持逾低位，截至发稿，报15.94港元，跌3.98%，成交额5.57亿港元。公司公告，于2025年1月6日，公司及药明海德爱尔兰（卖方）（公司间接全资附属公司）与MSD International（买方）订立协议，据此，按照协议的条款及条件，卖方已有条件同意出售及买方已有条件同意购买与爱尔兰疫苗设施相关的资产，总对价约为5亿美元。爱尔兰疫苗设施是卖方为买方生产商业疫苗产品，以满足买方的业务需求而设计及建造的专用设施。野村研报指，对今次交易好坏参半。一方面，经营海外设施可为公司带来财务挑战，公司无法控制国内及海外市场供需的变化，认为今次交易的主因应是需求不如预期，而非对地缘政治的担忧。另一方面，该行认为，在目前不确定的环境，精简核心业务，以持有更多现金会令药明生物更好应对全球经济。该行维持公司评级“买入”及目标价19.3元。
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