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艾迪药业(688488)点评:并购南大药业股权夯实人源蛋白领域布局 J.P.MORGAN大会展示第三代整合酶最新成果
Xin Lang Cai Jing· 2026-01-14 06:28
Group 1 - The company plans to raise up to 185 million yuan through a simplified procedure for issuing A-shares, with funds allocated for acquiring a 22.2324% stake in Nanda Pharmaceutical and supplementing working capital [1] - The acquisition will increase the company's direct stake in Nanda Pharmaceutical to 73.358%, which is expected to enhance the company's performance and support its integrated strategy of "raw materials + formulations" [2] - Nanda Pharmaceutical is one of the few companies in China with both raw material and formulation approvals for urokinase, which will help the company extend its human protein product business into downstream finished formulations [2] Group 2 - The company showcased its third-generation integrase product ACC017 at the J.P. Morgan conference, highlighting its core technological advantages and product first-mover advantages in the anti-HIV field [3] - The current pipeline includes two approved first-class new drugs and ongoing clinical trials for ACC017, which is in Phase III, along with other promising candidates in HIV prevention [3] - The company maintains a "buy" rating, with profit forecasts for 2025-2027 being 0.07 billion, 0.89 billion, and 1.66 billion yuan respectively, not accounting for the impact of the upcoming share issuance [3]