盟科药业拟实施定增 或迎新控股股东

Core Viewpoint - Shanghai Mengke Pharmaceutical Co., Ltd. plans to raise up to 1.033 billion yuan through a private placement to Nanjing Haiqing Pharmaceutical Co., Ltd., which will result in Haiqing holding 20% of Mengke's shares and becoming its controlling shareholder [1] Group 1: Company Overview - Mengke Pharmaceutical focuses on the research and development of new drugs for infectious diseases, with its core product, Contizole, approved for market in China in 2021 [1] - Contizole generated sales revenues of 48.21 million yuan in 2022, 90.7764 million yuan in 2023, and is projected to reach 130 million yuan in 2024, with 66.97 million yuan in revenue for the first half of this year, reflecting a year-on-year growth of 10.26% [1] Group 2: Strategic Investment Rationale - The introduction of a strategic investor is aimed at alleviating pressure on sales channels and cash flow management, enhancing commercial efficiency without affecting the company's core business [1][2] - Mengke's CFO noted that the company’s existing team has limited coverage in hospitals, making it challenging to achieve explosive growth in the short term, thus necessitating external support for commercialization [2] Group 3: Financial Details and Market Reaction - The private placement price is set at 6.30 yuan per share, which is 80% of the average trading price over the previous 20 trading days, with a 36-month lock-up period for Haiqing's shares post-issuance [3] - Following the announcement, Mengke's stock price surged to a closing price of 9.71 yuan per share, indicating a positive market reaction to the news [3]