該報(bào)援引資深投資銀行家和業(yè)內(nèi)人士消息,稱2大巨頭已就收購(gòu)交易進(jìn)行了非正式會(huì)談,但收購(gòu)方式遭阿斯利康抵制,雙方目前沒有再展開新的會(huì)談。
根據(jù)湯姆森路透數(shù)據(jù),阿斯利康是英國(guó)第2大制藥公司,當(dāng)前市值約800億美元,而輝瑞當(dāng)前市值達(dá)1930億美元。
阿斯利康2013年第四季度盈利下跌6%,該公司曾表示,由于重磅藥物耐信(Nexium)在美國(guó)的專利將于2014年5月到期,屆時(shí)將面臨仿制藥的競(jìng)爭(zhēng),耐信在美國(guó)的銷售額將會(huì)急劇下跌。耐信于2001年獲FDA批準(zhǔn),該藥是首個(gè)質(zhì)子泵抑制劑(PPI)藥物,由于生物利用度高且抑制胃酸作用強(qiáng)烈持久、同時(shí)毒副作用低而受到市場(chǎng)追捧,很快成為消化性潰瘍藥物市場(chǎng)的佼佼者。
據(jù)阿斯利康公司年報(bào),2006~2010年,耐信每年銷售業(yè)績(jī)均在50億美元左右。據(jù)美國(guó)醫(yī)藥行業(yè)協(xié)會(huì)數(shù)據(jù)顯示,2011年,全球最暢銷藥品前十位品種中,耐信坐上頭把交椅。自上市以來,耐信累計(jì)銷售額達(dá)幾百億美元,成為名副其實(shí)的“印鈔機(jī)”。但2008年以后,耐信銷售額呈現(xiàn)緩慢下降趨勢(shì)。2013年,其在全球暢銷藥排名中已經(jīng)降至第19位。
近年來,阿斯利康在藥物發(fā)現(xiàn)領(lǐng)域遭受了干涸期,該公司亟需尋找新的藥物來取代重磅藥物,如耐信(Nexium)和Crestor,后者為高膽固醇治療藥物,將在未來幾年內(nèi)失去專利保護(hù)。輝瑞也面臨著類似的問題,該公司最暢銷藥物如偉哥(Viagra)和降膽固醇藥物立普妥(Lipitor)的專利也已到期。
醫(yī)藥并購(gòu)市場(chǎng),輝瑞最大的一筆收購(gòu)交易發(fā)生于2009年,當(dāng)年以680億美元收購(gòu)美國(guó)競(jìng)爭(zhēng)對(duì)手惠氏(Wyeth)。
目前,輝瑞和阿斯利康均未即刻對(duì)此報(bào)道發(fā)表評(píng)論。
英文原文:Pfizer mulls $100 billion bid for AstraZeneca - report
(Reuters) - U.S. pharmaceutical giant Pfizer has approached British rival AstraZeneca to propose a 60 billion pound ($101 billion) takeover, the Sunday Times reported on Sunday.
The paper said, citing senior investment bankers and industry sources, that informal conversations about a deal had taken place between the two firms but that no talks were currently under way after AstraZeneca resisted the approach.
AstraZeneca is Britain's second-biggest pharmaceuticals group with a current market valuation of around $80 billion, compared with Pfizer, which is valued at $193 billion, according to Thomson Reuters data.
Earnings at AstraZeneca fell 6 percent in the fourth quarter of 2013, and the drugmaker has said it expects them to keep falling in 2014 as generic competition to Nexium, its popular heartburn and ulcer drug, takes a big bite out of U.S. profits from late May.
AstraZeneca has suffered a dry period in drug discovery in recent years and badly needs to find new medicines to replace blockbusters such as Nexium and Crestor, a treatment for high cholesterol that will lose patent protection in a few years.
Pfizer is facing similar issues with patent expirations on top-selling drugs such as Viagra and anti-cholesterol treatment Lipitor.
Pfizer's last big acquisition was in 2009, when it bought U.S. rival Wyeth for $68 billion.
Officials at neither AstraZeneca nor Pfizer could immediately be reached for comment.