重磅:莫德纳(MRNA)收购案“摆上台面”。MRNA正与大型制药公司进行谈判,其中包括收购。尽管潜在协议尚不清楚,但据报道,收购方案确实摆在桌面上。STAT采访了20多位MRNA的前任和现任员工,以及分析师、竞争对手的高管和投资者。假如收购发生,股票溢价通常在50%到200%。也有分析认为,其“公平价值”远高于当前水平,提到175美元的估值目标。莫德纳(Moderna)拥有全球领先的mRNA技术平台,若被整合进大药厂,其技术/管线/生产能力具有战略价值。全球mRNA治疗市场规模,由2023年约117亿美元,预计到2030年313亿美元。
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