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跨国药企投资逻辑生变
Guo Ji Jin Rong Bao· 2025-09-16 13:00
近日,多方消息显示,百时美施贵宝(BMS)将出售中美上海施贵宝60%股权,接手的可能是高 瓴资本集团的关联公司。 根据网传邮件,BMS已签署协议,将所持中美上海施贵宝制药有限公司60%股权及数款仅在中国大 陆市场制造和销售的关联产品出售给高瓴资本关联公司,包括Baraclude(博路定)、Bufferin(百服 宁)、Theragran(施尔康)、Monopril(蒙诺)和Velosef(先锋霉素Ⅵ)。交易预计2026年初完成,具 体金额未披露。BMS表示,此次资产剥离有助于其集中资源于核心领域,优化业务布局。 BMS剥离重大资产 资料显示,1982年,上海施贵宝由美国施贵宝公司和上药集团前身上海医药工业公司合资成立,这 是中国第一家中美合资药企,比西安杨森、中美史克都要早。 值得注意的是,随着中国创新药的崛起,多个中美合资企业正在退出历史舞台。如果此次上海施贵 宝的股权交易成功,改革开放后第一批进入中国的三家企业:中美上海施贵宝、西安杨森、中美史克都 将退出历史舞台。 业内人士认为,随着跨国药企可以独资运营进入中国政策的放开,合资企业的历史使命已经完成, 逐步退出已然成为趋势。未来或许还会有更多外资企业选择 ...
重庆华森制药股份有限公司 关于公司获得奥利司他胶囊药品 补充申请批准通知书的公告
Group 1 - The core point of the announcement is that Chongqing Huason Pharmaceutical Co., Ltd. has received the Supplementary Application Approval Notice for Orlistat Capsules from the National Medical Products Administration, indicating a change in the marketing authorization holder [1][2] - Orlistat Capsules are currently the only approved oral treatment for obesity or overweight patients (BMI ≥ 24) in China, primarily working by reducing fat absorption from food [2][3] - The company has transitioned to self-branding "Quchang" for the sales operation of Orlistat Capsules after reaching an agreement with its partner to change the marketing authorization back to the partner while still allowing the company to produce the product [2][3] Group 2 - The company has also received re-registration approval notices for eight other drugs, ensuring their normal production and sales, which include Cang'erzi Nasal Inhalation Capsules and Spirulina Capsules among others [6][12] - Cang'erzi Nasal Inhalation Capsules are recognized as a classic medication for nasal diseases and are included in the national medical insurance list, indicating a strong market position [9] - Spirulina Capsules have shown significant effects in enhancing immunity and regulating blood lipids, supported by multiple clinical studies, which may enhance the company's product portfolio and market competitiveness [10][11]