TauRx若成功研制老年痴呆药 云顶(GENTING,3182,主板消费股)持股20%料成大赢家
(吉隆坡23日讯)英国制药公司TauRx透露,治疗阿尔兹海默病(俗称老年痴呆症)药物的研发接近尾声,摩根大通指持股20.3%的云顶(GENTING,3182,主板消费股)将成为大赢家。
摩根大通日前发布报告写到,TauRx称该公司针对阿尔兹海默病药物的研发,目前已经完成后期临床试验,研发结果将会在本月内公布。
TauRx是一家由克劳德维希克教授所创立的制药公司,专注于神经退行性疾病和阿尔茨海默病研究。
同时,该公司主要开发和商业化用于诊断、治疗和治愈,由蛋白质聚集引起的神经退行性疾病的产品。
摩根大通点出,TauRx曾放眼在2016年,以150亿美元(现在约658.6亿令吉)估值来上市,但首次公开募股(IPO)计划却因后期临床试验失败而搁浅。
“我们已将(云顶持有)这项投资的价值预测归零,因此任何提振都可视为意外收获。”
假设先前IPO的估值不变,TauRx估值会相当于云顶市值的77%。
至于云顶,则是在2012年为这家制药公司注资了1亿1800万美元(约5亿1800万令吉),借此获得后者27%股权。
不过,根据2021年报,云顶的持股权已被稀释到20.3%。
另外,云顶主席丹斯里林国泰和总营运长陈孔汉(译音),均是TauRx董事。
摩根大通建议增持云顶
摩根大通建议增持云顶,目标价定在7令吉,相当于该公司分类加总估值(SOTP)的18%折价,以及加上拉斯维加斯云顶世界100亿令吉的估值,及扣除所有独立债务。
股息方面,摩根大通相信投资者今年可获得最少每股22仙股息,因为云顶自2016年来稳定且持续派息,估计是受到家族信托契约约束所致。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/taurx%E8%8B%A5%E6%88%90%E5%8A%9F%E7%A0%94%E5%88%B6%E8%80%81%E5%B9%B4%E7%97%B4%E5%91%86%E8%8D%AF-%E4%BA%91%E9%A1%B6%E6%8C%81%E8%82%A120%E6%96%99%E6%88%90%E5%A4%A7%E8%B5%A2%E5%AE%B6
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