[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio810dd975":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio810dd975","RBC泼冷水：阿斯利康(AZN)收购百时美施贵宝(BMY)“可能性极低”，估值分歧与反垄断成最大拦路虎","\u002Fdoc\u002Fdcio810dd975","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，投行 RBC表示，阿斯利康(AZN)潜在收购百时美施贵宝(BMY)一事目前不太可能发生。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">RBC 分析师 Trung Huynh 在周一的一份研报中写道，“在我们看来，双方在价值认知上达成一致可能十分困难，”“阿斯利康此前曾表明，凭借其 2030 年实现 800 亿美元的目标，它拥有明确的独立发展路径，而百时美施贵宝的股东则正面临专利悬崖的逆风压力。在我们看来，双方都需要强有力的经济和战略依据来支持这场合并。在认为交易有可能达成之前，我们需要看到更有实质性的进展。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该研报发布前，媒体于周日报道称，阿斯利康和百时美施贵宝已就一项潜在的合并举行了初步讨论，该合并将创造出全球最大的制药公司之一。这笔交易将扩大阿斯利康在美国的市场份额，同时打造出一家综合市值接近 4000 亿美元的制药巨头。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">百时美施贵宝的股价在周一基本持平，而阿斯利康股价则大跌 9%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据 Huynh 的分析，这笔可能需要 18 个月才能完成的交易面临潜在问题，包括反垄断风险，因为两家公司在肿瘤学领域存在重大重叠。阿斯利康还将继承百时美施贵宝包括 Eliquis(2026-2028 年)、Opdivo(2028-2031 年)和 Orencia(2028 年)在内等药物的“专利悬崖”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Huynh 在研报中写道，“双方在肿瘤学(特别是免疫肿瘤学，IO)领域存在重大重叠，这可能会触发彻底的反垄断审查;我们认为可能会出现剥离资产的情况。”该行给予百时美施贵宝“与大盘持平”评级，目标价64 美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Huynh 还表示，他很想知道，在阿斯利康此前曾表态不需要进行大规模并购之后，为何还要进行这样一笔巨额交易。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]