知名基金经理入场！公募基金“抢滩”创新药定增

Core Viewpoint - Multiple public funds have participated in the private placement of shares by an innovative pharmaceutical company, indicating strong confidence in the company's growth potential and research capabilities [1][6]. Group 1: Fund Participation - Several well-known fund managers from major public funds, including China Europe Fund and ICBC Credit Suisse, have subscribed to the new shares, with significant amounts such as over 600 million yuan from China Europe Fund [1][2]. - The total number of shares issued in this private placement is up to 14,149,312 shares, priced at 317 yuan per share, with a total subscription amount of 3.764 billion yuan from 18 professional investment institutions [2][3]. Group 2: Company Overview - The company, Baile Tianheng, is based in Sichuan and has a comprehensive research and development capability for a full range of drugs, including small molecule chemical drugs, large molecule biological drugs, and ADC (antibody-drug conjugates) [2][5]. - The funds raised from this issuance will primarily be used for innovative drug research and development, accelerating the progress of ADC drugs and multi-specific antibodies [6]. Group 3: Market Sentiment and Future Outlook - Despite recent adjustments in the innovative drug sector, the participation of multiple public funds in the private placement reflects a strong endorsement of the sector's long-term value and growth prospects [6]. - Factors influencing the recent market adjustments include a lack of major business development collaborations and external environmental fluctuations, leading to cautious sentiment among investors [6]. - The long-term investment logic in the innovative drug sector remains intact, supported by technological breakthroughs, policy support, and the aging global population [6].