Basilea Pharmaceutica AG, Allschwil：高管交易动态
本页追踪Basilea Pharmaceutica AG, Allschwil高管申报的每一笔交易（来源：SIX SER）。公司属于医疗与制药行业。公司成立于2000年。截至2026年11月3日的十二个月内，共提交27份申报，来自3位高管。
公开市场上只出现了卖出，共27笔卖出，合计€185万，由3位高管申报。有一笔交易规模突出：一笔卖出，金额€34.8万，于2026年9月11日披露，占市值的0.039%。
与所在交易所相比（178家公司，中位数10份申报），27份申报的数量高于常态。从2024年起的全部记录中，共有0笔买入和38笔卖出。
发布速度很快：至少一半的交易当天就出现在SIX SER的披露中。在这段时间里，只有高管本人知道这笔交易。高管卖出的原因很多，可能与公司前景无关，例如税务或遗产安排。
在同一行业，Dynavox Group AB和UCB近期的高管买入同样出现在我们的信号中。本摘要仅基于SIX SER的披露信息，不预示股价未来走向。
谁在何时交易
买入卖出分析师共识：看涨还是看跌？
分析师对 Basilea Pharmaceutica AG, Allschwil 的评级为买入（看涨），基于 5 位分析师。 平均目标价：CHF 98.63。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位；其他市场的信号仍处于观察状态。并非投资建议。
透明的价值 + 质量排名，独立于内部人交易信号。
财务数据
财年 2025财年截至 2025年12月 · cache
- ▼Anonymous (Executive member of the board of directors / member of senior management)61,034 CHF30SIX900 股@ CHF 67.81540.0073% 占市值4.3% 占其流量ISIN CH0011432447SIX:T1QA1000B5
- ▼Anonymous (Executive member of the board of directors / member of senior management)43,184 CHF23SIX622 股@ CHF 69.42713.2% 占其流量ISIN CH0011432447SIX:T1Q9L00096
- ▼Anonymous (Executive member of the board of directors / member of senior management)20,858 CHF23SIX300 股@ CHF 69.52571.5% 占其流量ISIN CH0011432447SIX:T1Q9L00088
- ▼Anonymous (an executive member of the board of directors / member of senior management)13,380 CHF32SIX200 股@ CHF 66.900.0016% 占市值0.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9G00054
- ▼Anonymous (an executive member of the board of directors / member of senior management)19,770 CHF32SIX300 股@ CHF 65.900.0024% 占市值1.2% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9F00015
- ▼Anonymous (an executive member of the board of directors / member of senior management)329,229 CHF38SIX5,000 股@ CHF 65.850.039% 占市值20.7% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9B00071
- ▼Anonymous (an executive member of the board of directors / member of senior management)19,059 CHF33SIX303 股@ CHF 62.900.0022% 占市值1.2% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9700071
- ▼Anonymous (an executive member of the board of directors / member of senior management)47,250 CHF33SIX710 股@ CHF 66.550.0054% 占市值3.0% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9300047
- ▼Anonymous (an executive member of the board of directors / member of senior management)212,360 CHF37SIX3,273 股@ CHF 64.880.024% 占市值13.4% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q9200023
- ▼Anonymous (an executive member of the board of directors / member of senior management)41,250 CHF33SIX642 股@ CHF 64.250.0046% 占市值2.6% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q8O00050
- ▼Anonymous (an executive member of the board of directors / member of senior management)186,195 CHF37SIX2,902 股@ CHF 64.160.021% 占市值11.8% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q8L00064
- ▼Anonymous (a non-executive member of the board of directors)54,621 CHF41SIX854 股@ CHF 63.960.0061% 占市值100.0% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q8L000B4
- ▼Anonymous (Executive member of the board of directors / member of senior management)141,731 CHF20SIX2,401 股@ CHF 59.02980.016% 占市值10.0% 占其流量ISIN CH0011432447SIX:T1Q8J000C6
- ▼Anonymous (Executive member of the board of directors / member of senior management)119,480 CHF20SIX2,000 股@ CHF 59.73990.013% 占市值8.5% 占其流量ISIN CH0011432447SIX:T1Q8J00092
- ▼Anonymous (Executive member of the board of directors / member of senior management)67,250 CHF18SIX5,070 股@ CHF 13.26430.0075% 占市值4.8% 占其流量ISIN CH0011432447SIX:T1Q8J000A0
- ▼Anonymous (Executive member of the board of directors / member of senior management)30,150 CHF17SIX500 股@ CHF 60.300.0034% 占市值2.1% 占其流量ISIN CH0011432447SIX:T1Q8J00027
- ▼Anonymous (an executive member of the board of directors / member of senior management)20,800 CHF23SIX400 股@ CHF 52.001.4% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5T000F0
- ▼Anonymous (Executive member of the board of directors / member of senior management)58,617 CHF23SIX1,043 股@ CHF 56.204.7% 占其流量ISIN CH0011432447SIX:T1Q5D00067
- ▼Anonymous (Executive member of the board of directors / member of senior management)21,600 CHF23SIX400 股@ CHF 54.001.7% 占其流量ISIN CH0011432447SIX:T1Q4U000C5
- ▼Anonymous (Executive member of the board of directors / member of senior management)56,400 CHF23SIX1,000 股@ CHF 56.404.5% 占其流量ISIN CH0011432447SIX:T1Q4K000A1
- ▼Anonymous (Executive member of the board of directors / member of senior management)56,000 CHF23SIX1,000 股@ CHF 56.004.4% 占其流量ISIN CH0011432447SIX:T1Q4H00053
- ▼Anonymous (Executive member of the board of directors / member of senior management)15,600 CHF11SIX1,500 股@ CHF 10.401.2% 占其流量ISIN CH0011432447SIX:T1Q4F000D2
- ▼Anonymous (Executive member of the board of directors / member of senior management)18,800 CHF11SIX2,000 股@ CHF 9.401.5% 占其流量ISIN CH0011432447SIX:T1Q2Q00090
- ▼Anonymous (Executive member of the board of directors / member of senior management)10,800 CHF11SIX1,500 股@ CHF 7.200.9% 占其流量ISIN CH0011432447SIX:T1Q2O00046
- ▼Anonymous (Executive member of the board of directors / member of senior management)32,807 CHF11SIX600 股@ CHF 54.6782.6% 占其流量ISIN CH0011432447SIX:T1Q2K00010
38 条申报中的 25 条
关于 Basilea Pharmaceutica AG, Allschwil
Basilea Pharmaceutica AG 总部位于奥尔施维尔，是一家在瑞士SIX Swiss Exchange (SMI/SPI) 上市的瑞士生物制药公司，股票代码为BSLN。Basilea 成立于2000年，并于2004年上市，已从一个更广泛的研发组织发展成为一家专注于严重细菌和真菌感染的商业化专业公司。其战略定位集中在未满足医疗需求高的领域，其中抗菌素耐药性、危及生命的疾病负担以及有限的治疗选择支持了差异化且相对防御性的投资案例。该公司结合了已上市产品、许可/合作伙伴主导的商业化以及开发管线，使其拥有经常性收入敞口和管线选择权的组合。
Basilea 的商业模式围绕两大支柱。首先，它通过国际合作伙伴商业化抗感染药物，从而限制了对大型自有销售团队的需求，同时保留了经济上行空间。其次，它在其核心治疗特许经营权中推进新资产。主要产品和资产包括 Zevtera® (ceftobiprole medocaril)，该产品于2025年通过合作伙伴 Innoviva Specialty Therapeutics 在美国实现商业化，以及 Cresemba®/isavuconazole，这是一种通过许可和分销协议对集团具有历史重要性的主要抗感染资产。在管线方面，Basilea 正在推进 fosmanogepix（一种同类首创的抗真菌药物）和 BAL2062。2025年，该公司启动了 fosmanogepix 治疗侵袭性霉菌感染的3期研究，并从 BARDA 获得了额外的39 million美元，以继续开发 fosmanogepix 和 BAL2062，这突显了该特许经营权的外部验证。
展开全文收起
在竞争方面，Basilea 占据了一个专业利基市场，而非规模驱动的市场地位。其护城河基于深厚的感染疾病专业知识、新颖的作用机制以及能够支持资本效率的合作伙伴模式。该公司最近强调，它已实现盈利，并且市场销售额以两位数的速度增长，而其2025年全年业绩报告指出强劲的运营表现以及对2026年持续两位数增长的预期。商业吸引力与管线进展的这种结合对于评估执行风险的投资者至关重要。
从地理上看，Basilea 总部位于瑞士，但业务遍及国际，对美国和欧洲有重要的商业敞口，并且开发项目得到了美国机构的支持。对于SIX Swiss Exchange (SMI/SPI) 上的投资者而言，Basilea 代表了一家专注于抗感染药物的瑞士医疗保健股票，具有近期积极的运营势头，其估值故事可能仍将由临床里程碑、合作经济学和商业扩张速度驱动。
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