Sanofi agrees to acquire Dynavax Technologies in an all-cash deal worth $2.2 billion in total equity value. ...

Group 1: BP and Castrol Stake Sale - BP is selling a 65% stake in its lubricant unit Castrol to Stonepeak, valuing the unit at $10.1 billion [3] - BP will retain a 35% minority stake, while the Canada Pension Plan Investment Board will contribute up to $1.05 billion for an indirect stake [3] - Initial discussions for the sale began in November 2025 as part of BP's $20 billion divestment strategy, with early valuations around $8 billion [4] Group 2: S&P Index Changes - UiPath will replace Synovus Financial in the S&P MidCap 400, effective January 2, 2026, due to Synovus's acquisition by Pinnacle Financial Partners [4] - Versant Media Group will replace Brandywine Realty Trust in the S&P SmallCap 600, effective January 6, 2026, following its spin-off from Comcast [5] Group 3: Waymo's Software Update and Response to Power Outage - Waymo plans to update its software across its fleet and improve emergency response protocols after a power outage in San Francisco affected its vehicles [5][6] - The blackout caused several Waymo vehicles to become immobilized, contributing to traffic congestion in the city [8] - Waymo has trained over 25,000 first responders globally on how to interact with its autonomous vehicles [7]

法国制药巨头赛诺菲同意以约22亿美元收购美国疫苗公司Dynavax，以期扩大其目前以流感疫苗业务为核心的疫苗业务。与此同时，该公司旗下 用于治疗多发性硬化症的在研药物，意外地遭遇了美国食品药品监督管理局（FDA）的审评拒绝 疫苗业务战略扩张 通过收购Dynavax，赛诺菲获得了已在美国上市的乙肝疫苗，以及目前正在进行早期人体试验的带状疱疹实验性疫苗。该公司表示，这将增强其 在成人免疫领域的市场地位。赛诺菲的疫苗和免疫产品组合涵盖流感、呼吸道合胞病毒、脑膜炎、百日咳等多种疾病。 该款带状疱疹疫苗的商业潜力已获市场验证，其竞争对手葛兰素史克公司因该产品实现了收入的显著提升。此外，研究还显示该疫苗可能与降低 痴呆症发病率存在关联。 除了上述疫苗外，Dynavax公司的实验性疫苗研发管线还包括针对莱姆病和鼠疫的候选产品。该公司历史可追溯至上世纪90年代（早期以不同名 称运营），并于2004年完成公开上市。 全球疫苗市场面临挑战 尽管全球疫苗市场面临困难，赛诺菲仍决定进行此次收购。该公司流感疫苗销售上季度下滑，欧洲价格竞争加剧，美国疫苗接种率下降。卫生与 公众服务部部长Robert F. Kennedy Jr.正在颠覆 ...

③ 【库克豪掷295万美元增持，耐克涨超2%】当地时间12月23日，监管文件披露，苹果公司CEO库克 斥资约295万美元，以平均每股58.97美元的价格购入50000股耐克股票。作为耐克董事会成员，库克此 次增持后，其持有的耐克股份总数已达到105480股，若按23日收盘价计算，这些持仓的总市值约为604 万美元。截至发稿，耐克上涨2.3%。 ④ 【车队管理软件公司Motive申请美国IPO】当地时间12月23日，据媒体报道，车队管理软件公司 Motive寻求按代码"MTVE"在纽交所挂牌交易其股票。该公司的投资方包括谷歌母公司Alphabet旗下 GV、Base10 Partners、Greenoaks、Index Ventures、Kleiner Perkins以及Scale Venture Partners。 ① 【三大期指齐跌】截至发稿，道指期货跌0.07%、标普500指数期货跌0.07%、纳指期货跌0.06%。 ② 【赛诺菲斥资22亿美元收购，Dynavax涨超37%】当地时间12月24日，赛诺菲以每股15.50美元现金收 购生物技术公司Dynavax，收购价较Dynavax周二收盘价溢价39%。赛 ...

Core Viewpoint - The investigation by Halper Sadeh LLC focuses on the fairness of the acquisition of Dynavax Technologies Corporation by Sanofi at a price of $15.50 per share in cash, raising concerns about potential violations of federal securities laws and fiduciary duties to shareholders [1][2]. Group 1: Investigation Details - The investigation examines whether Dynavax and its board failed to secure the best possible consideration for shareholders [2]. - It questions if Sanofi is underpaying for Dynavax and whether all material information necessary for shareholders to assess the merger was disclosed [2]. Group 2: Legal Actions and Representation - Halper Sadeh LLC may seek increased consideration for Dynavax shareholders, additional disclosures, or other forms of relief related to the proposed transaction [3]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [3]. Group 3: Firm Background - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

⑥ 【获纳入标普中型股400指数成分股，UiPath涨超6%】12月23日，标普宣布，自动化软件公司UiPath 获纳入标普中型股400指数成分股，将于2026年1月6日开盘前生效。此前UiPath获多家大行上调目标 价，其中，RBC Capital将其目标价从16美元上调至19美元，维持"与行业同步"评级，随着自动化需求 增长，公司的业务趋势正在趋于稳定。截至发稿，UiPath上涨6.6%。 ① 【三大期指齐跌】截至发稿，道指期货跌0.07%、标普500指数期货跌0.07%、纳指期货跌0.06%。 ② 【赛诺菲斥资22亿美元收购，Dynavax涨超37%】当地时间12月24日，赛诺菲以每股15.50美元现金收 购生物技术公司Dynavax，收购价较Dynavax周二收盘价溢价39%。赛诺菲疫苗业务产品线将由此新增 一种乙肝疫苗和一种实验性带状疱疹疫苗。赛诺菲表示，该协议预计不会对其2025年财务指引产生任何 影响。公司预计将于2026年第一季度完成收购。截至发稿，Dynavax上涨37.47%。 ③ 【库克豪掷295万美元增持，耐克涨超2%】当地时间12月23日，监管文件披露，苹果公司CEO库克 斥资约29 ...

德纳维制药(DVAX.US)盘前暴涨超37%，报15.3美元。消息面上，赛诺菲宣布，同意以每股15.5美元的 现金收购德纳维制药，旨在扩充其目前以流感疫苗业务为核心的疫苗产品线。该报价较达德纳维制药周 二的收盘价溢价39%，交易价值约22亿美元。此项收购有望于2026年第一季度完成。(格隆汇) ...

值得注意的是，赛诺菲在宣布这项收购的数分钟前，刚刚披露其在研多发性硬化症药物tolebrutinib遭到 美国食品药品监督管理局(FDA)的审批否决。 药物审批遇挫 就在几天前，赛诺菲曾表示该药物的审批进程大概率会延迟，监管机构预计将于2026年初给出进一步指 导意见。 智通财经APP获悉，赛诺菲(SNY.US)同意以约22亿美元的价格收购德纳维制药，旨在扩充其目前以流感 疫苗业务为核心的疫苗产品线。 根据赛诺菲周三发布的声明，其将以每股15.50美元的现金价格，收购总部位于美国加利福尼亚州埃默 里维尔市的德纳维制药。这一报价较达德纳维制药周二的收盘价溢价39%。 通过此次收购，这家法国制药巨头将获得一款已在美国上市的乙肝疫苗，以及一款正处于早期人体试验 阶段的实验性带状疱疹疫苗。赛诺菲表示，此举将强化其在成人疫苗接种领域的市场布局。目前，赛诺 菲的疫苗产品组合已覆盖流感、呼吸道合胞病毒、脑膜炎、百日咳等多个适应症。 赛诺菲强调，该收购交易预计不会对公司2025年的财务指引产生任何影响，并且此项收购有望于2026年 第一季度完成。 赛诺菲研发主管Houman Ashrafian在声明中表示："对于FDA的这一 ...

Group 1 - European markets are expected to open flat to negative as investors assess a volatile year during the Christmas Eve trading session [1] - The pan-European Stoxx 600 closed 0.3% higher, reaching a new record closing high, driven by Novo Nordisk's share price surge after FDA approval for the first GLP-1 pill [2] - Sanofi announced the acquisition of Dynavax for $2.2 billion, which has a marketed adult hepatitis B vaccine and a shingles vaccine candidate [2] Group 2 - Gold and silver futures reached new highs, trading at $4,514.3 per ounce and $72.165 per ounce, respectively [3] - Asia-Pacific markets mostly traded higher, with several indexes closing early for the Christmas Eve holiday [6]

Core Viewpoint - Sanofi has announced an agreement to acquire Dynavax Technologies Corporation for $15.50 per share, representing a 39% premium over Dynavax's closing share price on December 23, 2025, enhancing Sanofi's adult immunization portfolio with Dynavax's vaccines [1][4]. Group 1: Acquisition Details - The acquisition includes Dynavax's marketed adult hepatitis B vaccine HEPLISAV-B and a shingles vaccine candidate Z-1018, which is in phase 1/2 clinical development [2]. - The total equity value of the acquisition is approximately $2.2 billion, with the offer price reflecting a 46% premium over the 3-month volume-weighted average price of Dynavax as of December 23, 2025 [4]. - The transaction has been unanimously approved by Dynavax's board of directors and is expected to close in the first quarter of 2026, subject to customary closing conditions [5][7]. Group 2: Product Information - HEPLISAV-B is a two-dose adult hepatitis B vaccine that provides high levels of seroprotection faster than traditional three-dose vaccines [2][8]. - The shingles vaccine candidate Z-1018 aims to address significant public health needs, as shingles affects one in three adults over their lifetime [3]. Group 3: Market Opportunity - There is a significant unmet health need for hepatitis B and shingles vaccination, particularly among nearly 100 million unvaccinated adults in the US born before 1991 [3]. - Chronic hepatitis B infection can lead to severe liver damage, while shingles can cause long-term nerve pain and other serious complications [3].