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Dailypharm

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M&A ٰȭ...ĸ, ž Ư㸸 å ѷ
2023-01-16 06:00:52
M&A ٰȭ...ĸ, ž Ư㸸 å ѷ
2023-01-16 06:00:52
۷ι , JP コɾ ۷

޹̶ŰƮ١ɵ Ϲ Ǿǰ

Ȯ Ϲ ž ѷ¡Ʈʽʡμպ ȸ Ȯ

  1 9(ð) 13ϱ ̱ ýڿ 41ȸ JP コɾ ۷ ֵƴ.(ڷ JP)

[ϸ= ] ۷ι ĸ ٽ ǰ Ư Ḧ ߴ. 2025 Ϲ Ǿǰ Ư Ḧ յΰ ־ ο 嵿 ã⿡ .

۷ι ࡤ̿ ִ JP コɾ ۷ 2023( JPM2023) 9(ð) ̱ ýڿ ֵƴ. 41ȸ ̹ ڷγ19 3 ȴ. ĸ Ұߴ.

Ư 10 Ư㰡 Ǵ Ϲ Ǿǰ ̾ ۷ι ο ϴ ַߴ.

Ư㸸 21 ս ȭ, ߰ M&A

ȭ 2030 ڷγ19 ǰ ǥ ִ 840޷( 104) ϰ, ̸ ޼ϱ 18 ߿ ñⰡ ̶ Ǵߴ. 18 ο 19 ž Ȥ Ȯ븦 ̷ ȹ̴.

ȭڴ 2025 5 ֿ ǰ Ư ִ 170޷( 21) ս ȴ. Ư ΰ , Է, ź Եȴ. ڷγ19 Ű ġ ߼. Ư šġ ο ΰ ȯ Ǹ鼭 ݵ ̴.

  ȭ ż (ڷ: ȭ)

ڷγ19 , Ư㸸 Ǿǰ ս ž μպ(M&A) غϰڴٴ ǥ. ȭڴ ž Ȯ 200޷( 25) ߰ ߴ. ⿡ μ 250޷( 31) ߰ϰڴٴ ̴. ⿡ GLP-1, mRNA , ġ Ȯ뿡 ⿩ .

˹Ʈ Ҷ ȭ ְ濵(CEO) "̹ ȭڴ ֱ 4 μ ǥġ 40% ޼ߴ" "Ը μպ η ġϰ ҳ ü ؾ Ѵٴ 츮 ʴٰ . ַ Ը μߴµ, 250޷ ǥ ̷ ϱ ؼ ʿ ġġ ƴ϶ ұԸ پ Ʈ ؾ Ѵٰ " ߴ.

3 ž Ƴ BMS, ٰȭ

BMS 2025~2030 ̿ ȸ ٽǰ ɵ𺸿 Ư㰡 ̴. ȸ Ʈ ٰȭν Ư ̰ܳ ٺô. ܰ迡 3 ̺ ߴ.

  BMS (ڷ: BMS)

ù ° ̺(wave1) 3 õ ž ̴. BMS 2020~2022 9 ž ߴ. 3 ο 迭 First-in-class. 鿪׾ 'ɵξ˶', ڸ 'ķ', ù TYK2 'ƽ' BMS ̲ ֿ ǰ ö. BMS ǰ Ʈ 2025 ִ 130޷( 16) ߴ.

° ̺(wave2) 㰡 Ǵ ı ܰ ž ̴. ʹƮ μ BMS ǥ׾ 'ƮƼ' Ȯߴ. ROS1 NTRK ̸ Բ Ÿϴ ƮƼ 㰡 ȴ. BMS 㰡 ܰ迡 ٴٸ ž 6 Ѵ. ̿ Բ BMS 50 ̻ ʱ ž ° ̺(wave3) ߴ.

BMS ٺȭ Ʈ 2025 wave1 wave2 ÷ 2030⿡ wave1 , wave2 3 25% ̻ ǥ .

3Ϲ ޹̶ŰƮٵ Ư㸸ᡦĸ

2028 ŰƮ Ư Ḧ յ MSD ο ΰ ŰƮ ߷ غ ٰ ڽߴ. MSD Ʈʽ Ȯϸ پ ׾ ߿ . ʹ ׾ ̴. ɶ ¿ ż׼ ž ĺ ȹߴ. ֱٿ ߱ ̷̿ذ ü๰ü(ADC) ü ִ.

ŰƮٴ 迡 ȸ Ǿǰ ϳ 2028 Ư㰡 ȴ. MSD ŰƮ ̴. ֻ(IV) ֻ(SC) ϴ ӻ Ư㸦 ϴ ϰ ִ. ŰƮ 汸 ߵ õϰ ִ.

10 1 ޹̶ ̿ùз £ Ѵ. ķ ֺ 2024 ټ ߴ. ޹̶ ù ̿ùз ̴ õ ̴.

ֺ ī̸ġ, ũ 鿪 2025 弼 Ƽ ̶ ô. 2027 ǰ ޹̶ ִ ̾ 210޷( 26) Ѿ ̶ ̴. ī̸ġ ũ ޹̶ ֿ Ȯ ¸, ߰ Ȯ뿡 â̴.

׾ о߿ Ӻī Ȯϰ, 2026 ׾ ž 'ڸŸ' 'Ŭ' ο 嵿 ߴ. ֺ 2030 ڸ ̾ Ϲ ǰ Ȯ ȹ̴.
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ֽż ݴ
ٺ Ϲݾ ǸŰ (2024 04)
౹ 31
ǰ ְ
ѽŻ÷(10) 3,500 2,500 1,000 3,009
޾(100) 24,000 23,000 1,000 23,200
Ʒγΰ(100) 30,000 28,000 2,000 28,500
īɾ(10g) 7,000 6,000 1,000 6,559
Ľõ򿬰(5g) 5,000 4,500 500 5,138
Ź(4) 5,000 4,000 1,000 4,438
ڶ(20) 6,000 6,000 0 6,000
(10) 6,000 4,500 1,500 5,071
Ժ(10) 4,000 3,500 500 3,712
ڱ׸(20) 5,000 4,500 500 4,717
ť(10) 3,000 2,500 500 2,990
Ȱť(1) 1,200 900 300 1,182
Ǯɾ(3.3ml) 26,000 23,000 3,000 24,250
޵𿬰(10g) 7,000 5,900 1,100 6,289
öŸ(34) 13,000 11,000 2,000 11,866
뽺ī(20g) 22,000 18,000 4,000 20,184
ġ(1) 1,000 1,000 0 1,000
ӽ÷(21) 10,000 8,500 1,500 9,205
ͺ(10) 3,500 3,000 500 3,196
ݿ(1ڽ) 3,000 3,000 0 3,000
׶÷糪ƮŸ(6) 8,000 7,000 1,000 7,524
߽Ÿ(120) 70,000 50,000 20,000 60,385
Źĸ(10ĸ) 3,000 2,000 1,000 2,989
Ÿ̾(120) 60,000 50,000 10,000 51,538
տ(60ĸ) 29,000 25,000 4,000 27,600
Ÿ̷ER(6) 3,000 2,500 500 2,750
ٿ(30g) 12,000 9,000 3,000 11,444
(120) 25,000 22,000 3,000 24,991
Ʒ(6) 4,000 3,000 1,000 3,262
ǽõĸ(270ĸ) 110,000 110,000 0 110,000
B(120) 70,000 70,000 0 70,000
׳(10) 3,000 2,500 500 2,778
6̺(10) 3,000 3,000 0 3,000
(60) 230,000 220,000 10,000 223,333
Ⱦ 12,000 10,000 2,000 10,143
̰źĸ(60ĸ) 35,000 30,000 5,000 33,231
Ųť(20) 5,500 4,500 1,000 4,903
λ絹÷(100) 35,000 32,000 3,000 33,297
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ͳݽŹϹȣ: 00048 | 2005.09.09 | 2005.09.09 | : | : ȣ
ּ: ı 128 SK V1 GL ƮνƼ A 401ȣ
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