智通财经APP获悉，随着今年并购交易活动强势启动，矿业巨头嘉能可在并购专家眼中成为2026年最有 可能被收购的欧洲企业。在媒体本月对30家风险套利交易台、交易员和分析师进行的一项非正式调查 中，正在与力拓(RIO.US)洽谈合并、以打造全球最大矿业公司的嘉能可被提及8次。 此外，调查结果显示，来自广泛行业的公司纷纷上榜，反映出随着全球经济动能增强，潜在收购方正将 目光投向更广阔的领域。法国生物科技公司Abivax SA被提及5次。该公司股价在2025年因潜在收购前景 以及积极的药物试验结果而暴涨逾1600%。英国石油(BP.US)、德国在线外卖订餐服务平台Delivery Hero SE、英国廉价航空公司EasyJet Plc和英国老牌房地产开发商Great Portland Estates则各被提及4次。 受访者还表示，全球并购环境正变得日益活跃。数据显示，今年以来截至1月23日，全球已宣布的并购 交易总额已超过630亿美元，是2025年同期记录金额的三倍以上。Neuberger Berman首席策略组负责人 约瑟夫·罗特表示："并购交易量尚处于回升的初期阶段。相比以往几年更偏向特定行业，如今的前景似 乎正 ...

Company Overview - Abivax is a France-based biotech company that experienced a share price increase of over 1,740% last year due to progress with its leading drug candidate, obefazimod [1] - The current market capitalization of Abivax is approximately 8.74 billion euros ($10.15 billion) [5] Drug Candidate: Obefazimod - Obefazimod is being developed to treat ulcerative colitis (UC), a market currently dominated by major pharmaceutical companies [2] - Unlike existing UC therapies that suppress the immune system, obefazimod aims to control symptoms without compromising immune function [3] - In a phase 3 study, obefazimod demonstrated statistically significant remission in patients with moderate to severe UC, with 47.3% of participants having inadequate responses to prior therapies [3] Market Potential - The therapy has the potential to exceed blockbuster status at its peak, indicating strong market prospects [4] - Eli Lilly is reportedly preparing a bid of 15 billion euros ($17.42 billion) to acquire Abivax, representing a 72% premium over its current market cap [5][6] Competitive Landscape - Eli Lilly, a leader in the weight loss market, is looking to expand its portfolio and could enhance its competitiveness in the immunology market through the acquisition of obefazimod [6] - There is a possibility that other pharmaceutical companies may also consider acquiring Abivax due to the promising prospects of obefazimod [6] Investment Considerations - The potential acquisition by Eli Lilly could lead to a significant increase in Abivax's stock price, while the absence of an acquisition may result in a loss of value [8] - Despite the promising clinical data for obefazimod, potential clinical or regulatory setbacks could pose risks to the stock [7]

Core Viewpoint - Eli Lilly is reportedly pursuing a potential acquisition of French biotech company Abivax for approximately €15 billion ($17.5 billion), which has led to a significant increase in Abivax's share price ahead of the J.P. Morgan Healthcare Conference 2026 [1][2]. Group 1: Acquisition Details - Eli Lilly is said to be working on a deal valued at €15 billion ($17.5 billion) for Abivax, a company focused on developing anti-inflammatory drugs [1]. - Abivax's share price surged by 17.5% to €120 at market open on January 12, compared to €99 at market close on January 9 [2]. - Abivax has a market capitalization of €8.4 billion [2]. Group 2: Product Information - Abivax's leading product, obefazimod, is an orally administered small molecule that enhances the anti-inflammatory microRNA, miR-124, in immune cells [3]. - Obefazimod has shown positive Phase III results as a monotherapy for patients with moderate to severely active ulcerative colitis (UC) and is also in Phase II clinical development for Crohn's disease [3]. Group 3: Market Potential - Abivax has indicated that obefazimod is "well positioned to become a future market leader in the inflammatory bowel disease space" [4]. - GlobalData forecasts that obefazimod could generate global sales of $1.8 billion by 2031 [4]. Group 4: Industry Context - The potential acquisition of Abivax coincides with the J.P. Morgan Healthcare Conference 2026, which is known for dealmaking activity in the pharmaceutical and biotech sectors [5]. - The healthcare M&A landscape for 2026 appears strong, with other companies like Revolution Medicines also being targeted for acquisition, with MSD reportedly in talks for a deal worth between $28 billion and $32 billion [5].

Core Insights - Abivax, a French biotech company, is expected to be acquired by a larger pharmaceutical company in a deal potentially worth $23 billion, following a remarkable 1,681% increase in its stock price last year [1] - The company's stock surged 510% in a single day after positive results from a late-stage trial for its ulcerative colitis treatment, indicating strong market interest and potential for strategic acquisition [2] - Abivax's lead asset, obefazimod, was initially developed for HIV but has shown promise for inflammatory bowel disease, attracting attention from major pharmaceutical companies like Eli Lilly [3] Company Performance - Abivax's stock price fluctuated between 10 and 20 euros since its listing in 2015, but it experienced significant growth in 2025, particularly after trial results exceeded expectations [2] - The company is currently seen as a strategic acquisition target for larger firms with immunology and inflammation portfolios, given its promising drug development [2][3] Market Expectations - Analysts predict that a deal for Abivax could occur imminently, with expectations that the stock will trade within its current range until the upcoming JP Morgan Healthcare Conference, where major deals are often announced [4][5] - The acquisition of biotech firms like Abivax is common as larger pharmaceutical companies seek to leverage their infrastructure for drug commercialization [4]

Core Insights - Abivax has provided its corporate outlook for 2026, emphasizing advancements in its clinical trials and therapeutic pipeline, particularly for obefazimod in treating ulcerative colitis (UC) and Crohn's disease (CD) [2][3][4] Market Opportunity - The ulcerative colitis market is projected to grow significantly, with sales expected to increase from $9.2 billion in 2025 to $21.2 billion by 2032, driven by advanced therapies and innovative mechanisms of action [4] - Market research indicates that obefazimod may become a market leader in UC, potentially outperforming existing therapies and new entrants [5] Clinical Trial Updates - The ABTECT Phase 3 maintenance trial for obefazimod has shown no new safety signals, with over 80% of participants completing the trial [8][9] - Topline results from the ABTECT Phase 3 maintenance trial are anticipated in late Q2 2026, with a subsequent US regulatory filing planned for late 2026 [8][10] - The ENHANCE-CD Phase 2b trial for obefazimod in moderate-to-severely active Crohn's disease is ongoing, with results expected in late 2026 [12] Pipeline Advancement - Obefazimod is noted for its first-in-class mechanism of action, targeting inflammation and showing potential anti-fibrotic effects in Crohn's disease [11] - The company plans to share detailed results, including 22 abstracts, at the 2026 European Crohn's and Colitis Organization Annual Meeting [11] - Ongoing studies are evaluating obefazimod in combination with other agents, with a lead combination candidate expected to be selected by year-end 2026 [13][14] Financial Outlook - The company has secured funding that is expected to support operations into Q4 2027, allowing for the completion of key clinical trials and potential NDA filing [15]

Group 1 - ABIVAX Societe Anonyme (NASDAQ:ABVX) experienced a remarkable increase of 1,742.28 percent in 2025, driven by positive analyst outlooks, strong clinical trial results, and its inclusion in the Nasdaq biotechnology index [1][2] - The company officially joined the Nasdaq biotechnology index on December 22, which tracks the performance of biotechnology and pharmaceutical companies listed on Nasdaq, marking a significant milestone for ABIVAX [2] - ABIVAX's Chief Finance Officer, Didier Blondel, highlighted the progress made in advancing obefazimod through successful Phase 3 ABTECT Induction trials for ulcerative colitis, enhancing the company's visibility in the global biotechnology community [2] Group 2 - ABIVAX received "buy" recommendations from investment firms such as Guggenheim Securities, Truist Financial, and Citizens, with price targets set at $175, $140, and $131 respectively, reflecting a positive outlook from analysts [2] - The Phase 3 trial results for obefazimod indicated significant improvements in patients with moderate to severe ulcerative colitis, suggesting real disease healing [2]

Core Viewpoint - ABIVAX Société Anonyme (NASDAQ:ABVX) is gaining attention as a leading large-cap stock for 2025, with multiple firms raising their price targets significantly, indicating strong market confidence in the company's future performance [1][2]. Financial Performance - As of December 15, 2025, ABIVAX reported cash and cash equivalents of €589.7 million, a notable increase from €144.2 million at the end of 2024, primarily due to a public offering that generated approximately $700.3 million (€597.2 million) in net proceeds [3]. - The company's net loss for the first nine months of 2025 increased to €254.1 million, compared to €136.9 million during the same period in 2024, largely driven by a €25.4 million rise in R&D expenses, totaling €133.4 million [4]. Research and Development - The increase in R&D expenses is attributed to the advancement of the ABTECT Phase 3 trials for obefazimod in ulcerative colitis and Phase 2b trials for Crohn's disease [4]. - Personnel-related expenses also surged, with a €14.8 million increase in employer contributions, influenced by a significant rise in the company's share price during Q3 2025 [4]. Market Position - Piper Sandler raised its price target on ABIVAX to $142 from $112 while maintaining an Overweight rating, reflecting optimism about the company's prospects [1]. - Citizens also raised its price target to $131 from $114, keeping an Outperform rating, emphasizing the positive implications of Abivax's Q3 2025 results and operational milestones [2].

Core Viewpoint - Eli Lilly is experiencing significant growth driven by its GLP-1 franchise and is exploring further acquisition opportunities to enhance its market position [1][2]. Group 1: Company Performance and Market Position - Eli Lilly's shares have increased substantially in recent years due to strong clinical advancements in its GLP-1 franchise [1]. - The company has established itself as a leader in the rapidly growing weight loss medicine market and has several promising pipeline candidates [1]. Group 2: Acquisition Strategy - Eli Lilly has a history of acquiring smaller drugmakers to enhance its pipeline, particularly in oncology and pain management [4]. - The company is reportedly considering acquiring Abivax, a French biotech firm, which could significantly impact its outlook [6]. Group 3: Potential Acquisition Details - Abivax is a pre-revenue company with a promising drug, obefazimod, aimed at treating ulcerative colitis, which has shown significant remission rates in clinical trials [6][7]. - The acquisition of Abivax could come at a high cost, with the company's market capitalization currently at 9.5 billion euros ($11.2 billion) [8].

生物科技公司Abivax(ABVX.US)盘前涨3.58%，报147.4美元。消息面上，在Abivax公布其核心药物 obefazimod数据前，投行古根海姆将该公司的目标价从150美元上调至175美元，并给予"买入"评级。分 析师Yatin Suneja表示，做出此调整是基于对其核心药物obefazimod在第44周维持期数据读出(即将公布) 的乐观前景。(格隆汇) ...

| ABVX Abivax S.A. | | | | --- | --- | --- | | 142.310 ↓ -3.000 -2.06% | | 收盘价 12/26 16:00 美东 | | 147.400 + 5.090 +3.58% | | 盘前价 12/29 04:15 美东 | | 二 24 24 9 目 ♥ 自选 | | ● 快捷交易 | | 最高价 144.890 | 开盘价 144.890 | 成交量 66.51万 | | 最低价 139.420 | 昨收价 145.310 | 成交额 9421.47万 | | 平均价 141.665 | 市盈率TM 亏损 | 总市值 110.9亿 (... ) | | 振 幅 3.76% | 市盈率(静) 亏损 | 总股本 7793.09万 | | 换手率 1.58% | 市净率 18.431 | 流通值 59.8亿 | | 52周最高 148.830 委 比 93.53% | | 流通股 4201.76万 | | 52周最低 4.770 | 量 比 0.25 | 色 手 1股 | | 历史最高 148.830 股息TTM -- | | | | 历史最低 ...