诺奖转化公司的终局

生物制药小编2025-07-23

近日，Hookipa Pharma这家曾经的诺奖转化公司似乎迎来了这家公司的最终结局——退市被股东吉利德收购。我们早先介绍过Hookipa Pharma的一系列经历，如今被吉利德收购似乎也在预料之中。本文将对Hookipa Pharma早先的一系列经历进行梳理和回顾。最初的诺奖光环Hookipa Pharma是一家以沙粒病毒平台技术为核心的Biotech，有着诺奖得主创立公司的光环加持。技术上来说...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2553291214?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-23 14:05","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2553291214","market":"us","top_or_hot":-1,"title":"诺奖转化公司的终局","media":"生物制药小编","content":"<div>\n<p>近日，Hookipa Pharma这家曾经的诺奖转化公司似乎迎来了这家公司的最终结局——退市被股东吉利德收购。我们早先介绍过Hookipa Pharma的一系列经历，如今被吉利德收购似乎也在预料之中。本文将对Hookipa Pharma早先的一系列经历进行梳理和回顾。最初的诺奖光环Hookipa Pharma是一家以沙粒病毒平台技术为核心的Biotech，有着诺奖得主创立公司的光环加持。技术上来说...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141100a6bc8c57&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>诺奖转化公司的终局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺奖转化公司的终局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-23 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141100a6bc8c57&s=b><strong>生物制药小编</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，Hookipa Pharma这家曾经的诺奖转化公司似乎迎来了这家公司的最终结局——退市被股东吉利德收购。我们早先介绍过Hookipa Pharma的一系列经历，如今被吉利德收购似乎也在预料之中。本文将对Hookipa Pharma早先的一系列经历进行梳理和回顾。最初的诺奖光环Hookipa Pharma是一家以沙粒病毒平台技术为核心的Biotech，有着诺奖得主创立公司的光环加持。技术上来说...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141100a6bc8c57&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1917777945.USD","symbol_name":"安联专题基金Cl AT Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141100a6bc8c57&s=b","article_id":"2553291214","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141100a6bc8c57&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2553291214","pubTimestamp":1753250717,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近日，Hookipa Pharma这家曾经的诺奖转化公司似乎迎来了这家公司的最终结局——退市被股东吉利德收购。最初的诺奖光环Hookipa Pharma是一家以沙粒病毒平台技术为核心的Biotech，有着诺奖得主创立公司的光环加持。2024年年中，公司实施反向股票分割以避免退市，但现金流仅剩6000万美元，只能依靠吉利德的里程碑付款苟活。2024年7月，公司又宣布以全股票交易方式收购罕见病公司Poolbeg Pharma，并计划发起3000万美元私募融资，但最终放弃收购。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1917777945.USD":"安联专题基金Cl AT Acc","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","GILD":"吉利德科学","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","BK4559":"巴菲特持仓","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","MRK":"默沙东","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","BK4583":"猴痘概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","SG9999001176.USD":"United Global Healthcare Acc USD","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","BK4139":"生物科技","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD"},"translate_title":"The end of the Nobel Prize transformation company","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GILD":0.9,"MRK":0.9},"content_text":"近日，Hookipa Pharma这家曾经的诺奖转化公司似乎迎来了这家公司的最终结局——退市被股东吉利德收购。我们早先介绍过Hookipa Pharma的一系列经历，如今被吉利德收购似乎也在预料之中。本文将对Hookipa Pharma早先的一系列经历进行梳理和回顾。最初的诺奖光环Hookipa Pharma是一家以沙粒病毒平台技术为核心的Biotech，有着诺奖得主创立公司的光环加持。技术上来说，沙粒病毒似乎有希望取代传统的溶瘤病毒，公司的核心管线HB-201/202最初也这样被寄予希望，开展了与K药的联合临床。在建立之初的2017年，公司也获得了来自吉利德的青睐，吉利德参与了C轮融资，并在2018年达成了合作协议，吉利德获得Hookipa的TheraT®和Vaxwave®技术平台的独家使用权。2019年与吉利德的合作达成首个研究性里程碑。然而，转折点出现在2021年，当时公司宣布参与2021年6月ASCO会议并发布首个临床数据，但高管集体减持，导致股价一个月内蒸发50%。与这减持对应的则是看似效果卓越，其实疑点重重的临床数据。因患者背景复杂（部分接受过K药治疗）临床设计方面也没有将HB-201/202+K药与K药单用做对照组对比，并不能说明HB-201/202的疗效是否可信。2022年，罗氏与这家公司签订了价值9.9亿美元的KRAS靶向项目HB-700合作协议，这倒是给这家公司的未来发展一些信心。然而，2023年巨细胞病毒疫苗HB-101 II期临床失败，未展现优于安慰剂的疗效，Hookipa Pharma抗病毒领域布局受挫。依靠里程碑付款苟活2024年1月29日：罗氏单方面终止HB-700项目的合作协议，因罗氏退货影响，公司裁员约30%；股价跌至0.7美元以下，长期徘徊于1美元退市边缘。虽然2024年5月公司发布HB-200联合K药的1期顶线数据，看起来比K药历史数据好，但是由于缺乏直接对照，数据仍然不能让人信服。2024年年中，公司实施反向股票分割以避免退市，但现金流仅剩6000万美元，只能依靠吉利德的里程碑付款苟活。2024年7月，公司又宣布以全股票交易方式收购罕见病公司Poolbeg Pharma，并计划发起3000万美元私募融资，但最终放弃收购。这次放弃收购和后来1月吉利德参与的融资有关，吉利德会参与Hookipa的874.95万美元融资，加深双方在乙肝（HB-400）和艾滋病（HB-500）管线的合作。吉利德出手带来的结果，是公司向吉利德项目开始侧重，1月30日，Hookipa就完成了HB-500治疗艾滋病的Ib期临床试验患者招募。5月，外部媒体披露吉利德将支付1000万美元收购HB-400和HB-500，交易于5月21日签署，但是奇怪的是，协议要求Hookipa逐步结束HB-500的I期临床研究。这或许和早期双方签订的里程碑付款有关，吉利德买下这条管线后，可能直接选择弃置而不让其触发早期签订的里程碑，这说明就连HB-500的价值，都不受吉利德认可了，吉利德只想要HB-400。而如今，一切走到了终局，Hookipa将退市，吉利德将收购公司的HB-400资产，而其他资产最终或许将在清算中被一一变卖，员工相继离职，在提交SEC的文件中，该公司只是计划保留结束公司所需的员工。Hookipa Pharma的结局让人嘘唏不已。参考来源：https://ir.hookipapharma.com/news-releases/news-release-details/hookipa-pharma-announces-intention-voluntarily-delist-and","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2553291214","isCrawlerRequest":true}