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北京时间·🕒 发布 09:20:35时区推断·⟳ 抓取 09:24:26·⚡ 决策 07-24 09:25:15 +49s·95.4 天前
Scribe Therapeutics上限定价并扩大IPO规模，计划周五以SCTX在纳斯达克挂牌
Scribe以发行区间上限定价并扩大IPO规模，说明一级市场认购需求较原计划更强。
📄 原文Bloomberg↗ 原文
Scribe Therapeutics Inc., a clinical-stage developer of gene therapies for heart diseases, raised $128.7 million in an…
不做 Scribe Therapeutics（SCTX.US）
IPO定价虽偏强，但挂牌前没有二级市场真实价格和前收参考，首日开盘由发行簿记和流动性决定，无法构造可回测的正期望入场；等挂牌后若出现独立临床、合作或超预期交易数据再研判。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Scribe以发行区间上限定价并扩大IPO规模，说明一级市场认购需求较原计划更强。
- 公司仍处临床阶段，核心ASCVD项目初始数据预计到2027年上半年才披露，本次IPO本身不改变短期基本面。
- Lilly和Sanofi关联方参与体现战略背书，但披露金额和持股意向不足以形成可回测的二级市场短线edge。
主要风险
- IPO首日开盘价由承销分配和盘前簿记决定，二级市场无前收和真实参考价，追开盘容易被首日流动性和估值重定价吞噬。
- 公司一季度仅有220万美元合作收入、净亏损1740万美元，临床数据窗口较远，基本面验证不在短线交易窗口内。
原文全文
展开原文 · 2,109 字
Scribe Therapeutics Inc., a clinical-stage developer of gene therapies for heart diseases, raised $128.7 million in an upsized initial public offering priced at the top of its marketed range.
The Alameda, California-based biotech firm sold 8.58 million shares for $15 apiece, according to a statement Thursday. The company had marketed 7.15 million shares for $13 to $15 each.
The pricing gives Scribe a market value of about $264 million, based on the outstanding shares listed in its filings.
Affiliates of Sanofi SA had agreed to purchase about $7.5 million in shares at the IPO price as part of a concurrent private placement, the filing showed. Eli Lilly & Co., one of Scribe’s existing backers, indicated an interest in buying more shares in the IPO such that it would have as much as an 11% interest in Scribe after the offering and placement.
Scribe is examining gene-editing technologies in heart and metabolic diseases, with initial focus on atherosclerotic cardiovascular disease, or ASCVD. The company expects to report initial data in the first half of 2027 from its trial in Australia for adults with increased risk of ASCVD.
Read more: Biotech IPO Gains Crush AI Listings With Standout 55% Return
Scribe incurred a net loss of $17.4 million on collaboration revenue of $2.2 million for the three months ended March 31, according to filings. A year earlier, it posted a net loss of $3.5 million on collaboration revenue of $17.1 million over the same period, according to its filings.
Aside from Lilly, Scribe also counts entities affiliated with Andreessen Horowitz and Avoro Life Sciences Fund among its biggest shareholders.
Scribe’s IPO was led by Leerink Partners, Goldman Sachs Group Inc., Guggenheim Securities and Wells Fargo & Co. The company expects its shares to trade Friday on the Nasdaq Global Market under the symbol SCTX.
For the latest news on equity capital markets activity in the US, Canada and Latin America, terminal users can follow the channel or visit NI BFWECMUS. To subscribe to ECM Watch, Bloomberg’s daily roundup of news from around the region, click here.
The Alameda, California-based biotech firm sold 8.58 million shares for $15 apiece, according to a statement Thursday. The company had marketed 7.15 million shares for $13 to $15 each.
The pricing gives Scribe a market value of about $264 million, based on the outstanding shares listed in its filings.
Affiliates of Sanofi SA had agreed to purchase about $7.5 million in shares at the IPO price as part of a concurrent private placement, the filing showed. Eli Lilly & Co., one of Scribe’s existing backers, indicated an interest in buying more shares in the IPO such that it would have as much as an 11% interest in Scribe after the offering and placement.
Scribe is examining gene-editing technologies in heart and metabolic diseases, with initial focus on atherosclerotic cardiovascular disease, or ASCVD. The company expects to report initial data in the first half of 2027 from its trial in Australia for adults with increased risk of ASCVD.
Read more: Biotech IPO Gains Crush AI Listings With Standout 55% Return
Scribe incurred a net loss of $17.4 million on collaboration revenue of $2.2 million for the three months ended March 31, according to filings. A year earlier, it posted a net loss of $3.5 million on collaboration revenue of $17.1 million over the same period, according to its filings.
Aside from Lilly, Scribe also counts entities affiliated with Andreessen Horowitz and Avoro Life Sciences Fund among its biggest shareholders.
Scribe’s IPO was led by Leerink Partners, Goldman Sachs Group Inc., Guggenheim Securities and Wells Fargo & Co. The company expects its shares to trade Friday on the Nasdaq Global Market under the symbol SCTX.
For the latest news on equity capital markets activity in the US, Canada and Latin America, terminal users can follow the channel or visit NI BFWECMUS. To subscribe to ECM Watch, Bloomberg’s daily roundup of news from around the region, click here.
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