该报援引资深投资银行家和业内人士消息,称2大巨头已就收购交易进行了非正式会谈,但收购方式遭阿斯利康抵制,双方目前没有再展开新的会谈。
根据汤姆森路透数据,阿斯利康是英国第2大制药公司,当前市值约800亿美元,而辉瑞当前市值达1930亿美元。
阿斯利康2013年第四季度盈利下跌6%,该公司曾表示,由于重磅药物耐信(Nexium)在美国的专利将于2014年5月到期,届时将面临仿制药的竞争,耐信在美国的销售额将会急剧下跌。耐信于2001年获FDA批准,该药是首个质子泵抑制剂(PPI)药物,由于生物利用度高且抑制胃酸作用强烈持久、同时毒副作用低而受到市场追捧,很快成为消化性溃疡药物市场的佼佼者。
据阿斯利康公司年报,2006~2010年,耐信每年销售业绩均在50亿美元左右。据美国医药行业协会数据显示,2011年,全球最畅销药品前十位品种中,耐信坐上头把交椅。自上市以来,耐信累计销售额达几百亿美元,成为名副其实的“印钞机”。但2008年以后,耐信销售额呈现缓慢下降趋势。2013年,其在全球畅销药排名中已经降至第19位。
近年来,阿斯利康在药物发现领域遭受了干涸期,该公司亟需寻找新的药物来取代重磅药物,如耐信(Nexium)和Crestor,后者为高胆固醇治疗药物,将在未来几年内失去专利保护。辉瑞也面临着类似的问题,该公司最畅销药物如伟哥(Viagra)和降胆固醇药物立普妥(Lipitor)的专利也已到期。
医药并购市场,辉瑞最大的一笔收购交易发生于2009年,当年以680亿美元收购美国竞争对手惠氏(Wyeth)。
目前,辉瑞和阿斯利康均未即刻对此报道发表评论。
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.