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ĸ, M&A "ž 繫ɷ "
Ȱ 2019-01-15 06:20:50
ĸ, M&A "ž 繫ɷ "
Ȱ 2019-01-15 06:20:50
[DP] 2019 JPコɾ۷ ȭ ...ȭڡMSD μպ û Ƿ




۷ι ̿ ִ '2019 JP コɾ۷(JP Morgan Healthcare Conference)' 10(ð) ȴ. 簡 Ŀ '' ɼ ȿϴ. ۷ Ⱓ üȭ ǻ ǰŷ ̾ ִٴ 밨 Ǹ鼭.

JP ۷ ڵ , ü ̾ ִ Ͻ Ʈʵ Ǵ ڸ. ܺڰ コɾ 忡 ߿ ۿ . ص BMS μպ(M&A), 渮̾𽺿 Ѿ , ϶ ϼҿݷ μ ҽ 鼭 ڵ Ҵ.

翡 ӿ ǹ̽ ߾ M&A ô.

"ıܰ ĺ ... ɼ "

2019 JP コɾ۷ ù ڷ ȭ ٹƮ Ҷ(Albert Bourla) ְ濵(CEO) " ִ ıܰ ž Ȯϴ ִ" Ը M&A ɼ ߴ.

  ٹƮ Ҷ CEO
Ҷ CEO 8Ⱓ ȭڿ ߴ ̾ (Ian Read) ڷ 1 1Ϻ ӱ⿡ ߴ. ̳ CEO ļ󿡼 ù ° ̶̼ ڵ ޾Ҵ. ð Ű溴 ġ 'ī' Ư㸸 Ⱘ M&A ȹ .

Ҷ CEO " ȭ 繫´ ʴ. 2022 25 ž㰡 ǥ ְ, 15 10޷ Ϲ " " 2~5⵿ ° δ" ߴ.

̾ "ȭ 嵿 M&A (BD) ̴. ȭڰ R&D ִ R&D ŷ "̶ " ŷ 2, 3ӻ ܰ žĺ Ȯϴ ַϰڴ" ٿ.

ȭڴ װ ۷ι 迡 M&A Դ. 2000 ȭڰ -Ʈ(Warner-Lambert) պϸ鼭 Ѿ 900޷. ݲ ƴ M&A 2 شѴ. 2015⿡ ȣǶ 170޷ μϸ鼭 ֻ ̿ùз Ȯߴ. üῡ ̸ ž 鿩 ƽƮī μϷ õ ־.

  ټ REDUCE-IT ž (ó: Ƹ)

ص ȭڰ Ը M&A ɼ ٰ ϴ ü .

ֱٿ ̻ ž Ϸ Ƹ ĸƼ(Amarin Pharmaceuticals) μ Ǹ . Ƹ ް-3 ڻŸ(eicosapentaenoic acid) 'ټ(Vascepa)' ǥ ǰ ϰ ִ. ̱ȸ мȸ(AHA 2018) ټ REDUCE-IT , Ÿƾ ȯڿ ֿ(MACE) ߻ 25% ߴ Ÿ.

̱ Ǿ Ǿĸ(FiercePharma) "ȭڴ ̻ ġ忡 ū '' ϰ ִ. ȯ ġ ŸĹ̵(tafamidis) ð ӹߴ" "Ƹ μ ó ȿ Ŭ "̶ ߴ.

ٸ " CEO ʴ ŷ ɼ ϰ Ը ŷ ߱ϰڴٴ . Ƹ ðѾ 568000޷" " μ δ Ѻ ʿ䰡 ִ" ٿ.

"M&A 80޷ ... "

ϼҿݷ μҽ ǥ Ʊ ̼ǿ ϶ ̺ (David A. Ricks) CEO " ߰ ŷ Ҹ 繫ɷ ϴ" ߾ .

ϼҿݷ ϱ Ѿ 80޷( 9). ϼҿݷ ֽ 1ִ 235޷ åߴ. BMS ŷԸ(740޷) з , ׼. ž Ȯϱ ̳뺣̼ ŷ  ִ Ը 򰡵ȴ.

  ̺ CEO
CEO " پ. ä ſ , ſ ڱݿ뿡 " "M&A پ ϴ" ߴ.

ŷ Ը Ű ؼ ƴ. BMSó ʴ M&A ŷ ü ǻ簡 ִ CEO "ŷ Ը ġ ݿѴٴ .  ġ κ Ұ "̶ "ٽɻ ū ȥ ų ȴ" ߴ.

߱ ġ 'þ˸', ġ '' ǥǰ Ư㸸 Ⱘ ⿡ óߴ. ٰ ġ '׿' Ư㸸ᰡ ӹߴ.

׷ ü ΰ ܺ ĺ Կ ڸ Ƴ ʰ ִ. ڸ ο âν ⰨҸ ȸϷ . 5Ⱓ ž 10 ߰, GLP-1 ü 'Ʈ縮Ƽ', Ǽġ 'Ż' 忡 ϸ鼭 ⿡ ⿩ϰ ִ.

CEO " ȸ 4~5% ȴ" "ȸ ɺо ϰ 鿪ȯ, Ű о߿ ŷ ɼ ؼ Ÿ ̴. Ư ׾ ұԸ ̿ذ ߰ ŷ ̷ ɼ " ߴ.

"ŰƮ п ͼ ... ɼ "

  ɳ׽ CEO
鿪׾ 'ŰƮ' ׾ Ű ִ MSD(ũص۴) M&A ɼ ƴ. ̼ MSD ɳ׽ (Kenneth C. Frazier ) CEO " Ȯ о߿ ڸ ϴ , , (HIV), Ǿǰ  ڵ Ȯ ȹ̴" .

CEO "̱ ̿ ŰƮ Ȯ ɼ ϴ" " Ҽ ȯ 1ġ ŰƮٿ ׾ȭп 㰡 鼭 Ը 3 Ȯƴ. ߱ ȯڿ 㰡 ޾ Ȯ밡 ȴ" Ұߴ. ó þ鼭 ܱⰣ ִ ȸ ִٴ ̴.

CEO "ǥ ŷ ʾ M&A ʴ ƴϴ. ŷ Ǹ ǻ簡 ų ıܰ ġ ü ̾ ߴ" "ֱ ̼ ִ ͵ M&A ʴٰ . ȸ  ִ ȯ̴" ߴ.
Ȱ (kjan@dailypharm.com) ٸ
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ֽż ݴ
౹ Ϲݾ Top 100(03)
ǰ Ƚ Ǹűݾ
1 Ÿ̷500mg(10) 23638 33104 101,505,000
2 Ȱť 13391 83427 97,389,700
3 Ǹť 10902 91595 73,069,159
4 ݿ 11997 88325 71,846,700
5 ũũ 4431 4720 52,151,000
6 뽺ī 20g 2332 2418 49,544,700
7 319 12291 44,946,300
8 Ź ĸ(10ĸ) 10732 15961 42,562,800
9 S 676 1227 42,429,350
10 ݴ ť÷ 8546 11210 42,423,060
11 ̰źĸ(60ĸ) 1292 2602 37,202,100
12 ġ 8140 41776 36,792,300
13 öŸ(34) 2501 3833 35,705,600
14 ׶÷ ƮŸ 3353 4312 35,035,660
15 Ʒγΰ̾(120) 657 810 34,246,900
16 ġ̽Ʈġ120g 2388 3282 34,107,490
17 öŸ(40) 2100 2586 34,093,300
18 ٿ 30g 2899 5594 33,943,700
19 (120) 1218 2384 32,914,000
20 ڶ-(40) 1737 3804 28,306,900
21 Ժ 5110 8423 27,914,600
22 Ź 3783 5019 27,081,000
23 ƽŸ 434 825 26,872,500
24 ׶÷ ݵ& Ʈ 1824 2172 25,848,300
25 (10) 8429 12233 25,619,101
26 ȲûɿŹ50ml(õ) 1192 2335 25,361,000
27 ݴ ݵť÷ 5324 6920 25,224,900
28 Ÿ̷500mg(30) 2468 3258 24,699,390
29 Ľõ򿬰10׶ 3091 3369 24,306,500
30 6089 25744 24,196,461
31 Ʒ 3226 7806 24,186,252
32 6̺(30ĸ) 2737 3245 23,701,750
33 ġ̽Ʈġ150g 1401 1754 23,469,900
34 ũ 1907 1963 23,302,401
35 λ絹÷(100) 671 1981 22,752,400
36 ݿ 5552 7933 22,665,600
37 ťýȾ0.5ml*60 1158 1319 22,004,000
38 D-׳ 2074 2207 21,799,902
39 Ľõ򿬰5g 3700 3954 20,580,200
40 뽺ī 10g 1603 1663 20,406,600
41 ӽ÷ 1879 2250 20,176,000
42 öŸ 3232 7567 19,371,321
43 ȲûɿŹ50ml() 1585 3803 19,128,000
44 Ȳûɿȯ() 255 1579 19,058,500
45 ƽƮ(150) 195 351 18,535,100
46 Ÿ̷8ð̾˼ 4493 6574 18,407,000
47 ʽ÷÷ 2748 3217 18,376,001
48 īɾ10g 2552 2817 18,221,600
49 Ʒγΰ(100) 525 1187 18,136,800
50 (10) 2814 3718 18,035,700
51 6̺꿬ĸ(10ĸ) 4711 6546 17,234,600
52 ھ ߽20ml 1500 1754 17,208,900
53 ƽŸ 313 594 16,459,972
54 ݴŰ÷ 3393 4385 15,960,800
55 ̵Ⱦ 14ml 2463 2769 15,949,650
56 ǥȲûɿ 50ml 1061 3758 15,544,646
57 ڷƮ 2mg (Ʈ) 693 1630 15,516,200
58 Ź 2643 3839 15,388,600
59 ѺŸC1000mg 814 2828 15,249,703
60 λ絹÷(270) 194 737 15,225,500
61 밢()(18) 1795 2220 15,094,100
62 ̵Ⱦ 14ml 2416 2576 14,910,600
63 λ絹(100) 491 907 14,826,800
64 ׺ƽĸ 294 546 14,789,500
65 翬ĸ(120ĸ) 372 387 14,722,300
66 Ź̵ 3100 3837 14,720,200
67 Ʈ0.1%й 1182 1495 14,673,700
68 ȭ 4074 18105 14,639,465
69 Ʒ 2856 4634 14,629,300
70 ѽŻ÷(10) 3458 5196 14,582,200
71 ׺ǵ 1246 7135 14,399,712
72 ݴŰ÷ 3107 3696 14,384,750
73 ÷ 3969 4682 14,254,868
74 ƼǪīŸö󽺸 2531 4745 13,924,700
75 ̵Ⱦ׼ 14ml 2151 2411 13,871,800
76 īٿĸ(60ĸ) 299 427 13,498,500
77 ΰ 155 206 13,325,000
78 2480 9352 13,106,010
79 ξ 487 5011 13,096,210
80 ƼǪ Ŀ 1714 3762 13,033,911
81 īɾ 6g 2647 2864 12,758,350
82 10 1610 2720 12,753,338
83 ƽúŰ÷(10) 2340 2566 12,706,610
84 ġĸ(60ĸ) 452 984 12,697,600
85 տ翬ĸ(80ĸ) 349 449 12,559,600
86 Ǫ÷ 3092 4079 12,536,300
87 īڿ;(300) 425 459 12,408,600
88 Ÿ̷ݵ忡 2519 3686 12,349,800
89 2% 120ml 683 707 12,166,600
90 ġĸ(120ĸ) 241 251 12,094,000
91 ȯ 1945 2815 12,000,300
92 Ŭƾ 972 1013 11,992,500
93 ƼǪ Ŀ 1949 4686 11,989,100
94 ݴ ť÷ 2523 3104 11,948,900
95 ǥȲûɿ50ml(õ⺯) 584 1190 11,875,100
96 1100 1463 11,805,800
97 ؽ 1141 1198 11,802,000
98 ڸŰĸ 2134 2516 11,677,500
99 Ⱦ0.5ml 573 659 11,636,000
100 ƮƮŰ& 1615 2330 11,516,140
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