{"schema_version":"1.0","type":"article","title":"歐洲生技公司Abivax 一年暴漲14倍的神話","url":"https://drugnews.com.tw/articles/2026-04-08-abivax-14.html","markdown_url":"https://drugnews.com.tw/articles/2026-04-08-abivax-14.md","lang":"zh-Hant","date":"2026-04-08","publish_at":"2026-04-08T10:30:00+08:00","updated_at":"2026-04-08","category":"商業分析系列","topic":"商業分析系列","tags":["商業分析系列","免費文章","自體免疫","BD","臨床數據","生技投資","製藥巨頭"],"summary":"Abivax 近幾個月的股價與話題熱度，幾乎都圍繞著同一件事打轉：它到底會不會成為下一個大型藥廠出手收購的標的。","key_points":[],"facts":[],"sections":["150 億美元併購緋聞背後，市場真正想買下的，不只是 obefazimod","第一層價值：市場真正先看見的，還是 obefazimod","真正讓市場願意重新定價的，是它已經拿出的後期數據","現在最敏感的，不只是數據，而是時間點","第二層價值：市場買的，也不只是一個 UC 藥","第三層價值：真正讓市場興奮的，是 miRNA 這條路也可能開始成熟","miRNA 過去最痛的地方，就是成藥性","Abivax 的特殊之處：它不是直接做 RNA 藥，而是用小分子去調 miRNA","市場會重新替 miRNA 故事加分，也不是只有 Abivax 一家公司在受惠","所以，市場真正想買下的，不只是 obefazimod"],"references":[{"title":"[0]: 各公司官網＆公開資料","source":"","date":"","url":""},{"title":"[1]:","source":"","date":"","url":""},{"title":"reuters.com","source":"","date":"","url":""},{"title":"https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-ceo-dismisses-noise-around-rumored-eli-lilly-bid-2026-01-20/","source":"","date":"","url":"https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-ceo-dismisses-noise-around-rumored-eli-lilly-bid-2026-01-20/"},{"title":"www.reuters.com","source":"","date":"","url":""},{"title":"\"Abivax CEO dismisses 'noise' around rumored Eli Lilly bid","source":"Reuters\"","date":"","url":""},{"title":"[2]:","source":"","date":"","url":""},{"title":"\"Abivax Announces Positive Phase 3 Results from Both ABTECT 8-Week Induction Trials Investigating Obefazimod, its First-in-Class Oral miR-124 Enhancer, in Moderate to Severely Active Ulcerative Colitis","source":"Abivax\"","date":"","url":""},{"title":"[3]:","source":"","date":"","url":""},{"title":"\"Abivax Announces Full Year 2025 Financial Results and Provides Business Updates","source":"Abivax\"","date":"","url":""},{"title":"[4]:","source":"","date":"","url":""},{"title":"www.biospace.com","source":"","date":"","url":""},{"title":"https://www.biospace.com/press-releases/abivax-presents-first-evidence-of-anti-fibrotic-activity-for-obefazimod-alongside-new-clinical-efficacy-and-safety-analyses-in-inflammatory-bowel-disease-at-ecco-2026","source":"","date":"","url":"https://www.biospace.com/press-releases/abivax-presents-first-evidence-of-anti-fibrotic-activity-for-obefazimod-alongside-new-clinical-efficacy-and-safety-analyses-in-inflammatory-bowel-disease-at-ecco-2026"},{"title":"www.biospace.com","source":"","date":"","url":""},{"title":"\"Abivax Presents First Evidence of Anti-Fibrotic Activity for Obefazimod Alongside New Clinical Efficacy and Safety Analyses in Inflammatory Bowel Disease at ECCO 2026 - BioSpace\"","source":"","date":"","url":""}],"images":[{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 1）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-01.webp"},{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 2）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-02.webp"},{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 3）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-03.webp"},{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 4）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-04.png"},{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 5）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-05.png"},{"alt":"Dcard 原圖：歐洲生技公司Abivax 一年暴漲14倍的神話（圖 6）","url":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-06.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/abivax-14/dcard-01.webp","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-04-08）。歐洲生技公司Abivax 一年暴漲14倍的神話。https://drugnews.com.tw/articles/2026-04-08-abivax-14.html","disclaimer":"本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。","translations":{"en":"2026-04-08-abivax-14-en.html"},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/"}