300亿美元生物医药并购告吹？默克转身离场，Revolution降温但故事未完

金融界01-26

来源：金十数据据《华尔街日报》援引知情人士报道，默克(MRK.N)表明其不再讨论收购生物技术公司Revolution Medicines(RVMD.O)。默克此前曾与Revolution Medicines进行收购谈判，交易可能使这家癌症药物生物技术公司估值约为300亿美元。部分知情人士表示，谈判在双方未能就价格达成一致后逐渐冷却。不过，谈判随时可能重新启动，或许其他买家也会出现在...

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Merck turns and leaves, Revolution cools down but the story is not over","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRK":1.95,"RVMD":1.93},"content_text":"来源：金十数据据《华尔街日报》援引知情人士报道，默克(MRK.N)表明其不再讨论收购生物技术公司Revolution Medicines(RVMD.O)。默克此前曾与Revolution Medicines进行收购谈判，交易可能使这家癌症药物生物技术公司估值约为300亿美元。部分知情人士表示，谈判在双方未能就价格达成一致后逐渐冷却。不过，谈判随时可能重新启动，或许其他买家也会出现在Revolution Medicines面前。预计Revolution将在今年上半年发布备受关注的胰腺癌和结直肠癌药物候选产品的试验数据。《华尔街日报》本月早些时候曾报道，艾克维(ABBV.N)已进入与Revolution的高级谈判阶段，且该公司吸引了多个潜在买家的兴趣。不过，艾克维随后表示，\"并未与Revolution进行谈判\"。在本月早些时候的交易谈判消息曝光前，Revolution的市值约为160亿美元。消息公布后，股价上涨，令该公司的市值在上周五超过220亿美元。默克CEO罗伯特·戴维斯（Robert Davis）在本月早些时候的J.P.摩根医疗会议上表示，公司一直主要关注规模在150亿美元以内的交易。他补充说，公司愿意进行更大的收购，但会保持专注和谨慎。Revolution正在研发针对RAS分子驱动癌症的药物。该公司的实验性药物试图阻断RAS驱动因子，从而对抗常见的癌症，包括肺癌、胰腺癌和结肠癌，这些癌症一直难以治疗。数十年来，研究人员一直在追求针对RAS的治疗方法，因为RAS在多种癌症和其他疾病中的关键作用，但由于技术难题，该靶点一度被认为是“不可药物化”的。Revolution Medicines的药物候选品种有望破解这一难题。如果其胰腺癌药物候选品证明安全有效，可能在2035年全球销售额达到100亿美元，并主导该疾病的治疗，瑞穗证券分析师表示。癌症治疗是制药行业中最重要、最有利可图的市场之一。市场研究公司Evaluate表示，癌症药物的年价格常常达到六位数，去年全球销售额超过2400亿美元。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","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/2606029945","isCrawlerRequest":true}