((自动化翻译由路透提供,请见免责声明 ))
1月14日 - ** 强生 周一表示,将以146亿美元收购 (link) 神经系统药物制造商Intra-Cellular Therapies
** Piper Sandler和Leerink Partners分别将ITCI的评级从 "增持 "下调至 "中性",从 "跑赢大市 "下调至 "市场表现";ITCI在盘前交易中持平
** 根据LSEG汇编的数据,交易后至少有五家券商下调了ITCI的评级和PT,其中除了Piper Sandler和Leerink Partners外,还有三家券商下调了ITCI的评级。
** 鉴于JNJ希望成为中枢神经系统领域的领导者,而Caplyta在神经精神病学领域具有强劲的增长潜力,我们认为JNJ是理想的潜在收购方,根据我们对Caplyta和ITCI管线的估值,我们认为收购价格合理"--TD Cowen
** 摩根大通分析师称,该交易凸显了对神经精神科资产的强烈战略兴趣,ITCI 是一项长期资产,具有数十亿美元的收入潜力。
** 覆盖ITCI的14家券商的平均评级为 "买入";PT中值为132美元 - LSEG
** 2024 年 JNJ 股价下跌 7.73%,而 ITCI 股价上涨 16.62
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.