[one week] it's settled. The biggest acquisition in history! 48 pharmaceutical companies have invested over 100 million yuan in R & D and 4 companies have invested over 1 billion yuan in R & D; 24 senior executives have resigned, Novartis and Changsheng bio

BMS, a global pharmaceutical giant, has finally decided to acquire new base! In January 2019, BMS announced a $74 billion acquisition of new base pharmaceuticals However, the deal was strongly opposed by three major shareholders of BMS BMS immediately announced that it would hold a special meeting of shareholders in April to vote on the deal On the evening of April 12, BMS announced the final result of the acquisition of new base pharmaceutical, and more than 75% of shareholders approved the transaction BMS will close the deal in the third quarter of 2019 in accordance with customary and regulatory processes In recent years, the pharmaceutical industry is full of variables, such as policy reform, enterprise merger and reorganization, personnel changes, strategic layout and so on 1 with the help of the new policy and the acceleration of R & D and innovation, 48 listed pharmaceutical companies have launched R & D of more than 100 million, and 4 of them have exceeded 1 billion according to incomplete statistics As of April 11, hundreds of domestic pharmaceutical companies have disclosed their 2018 annual reports According to the data, the R & D investment of 48 companies is more than 100 million yuan, among which Hengrui pharmaceutical has the largest investment of 2.67 billion yuan; Fosun Pharmaceutical (Hong Kong stock) has 2.5 billion yuan; Shanghai Pharmaceutical (Hong Kong stock) and Kelun pharmaceutical have more than 1 billion yuan Compared with the total number of 83 biological enterprises with R & D cost of over 100 million in 2017, it may be in a downward trend However, in terms of the growth rate of R & D investment, nearly 90% of the listed companies that have published the annual report have increased their R & D investment, and some of them have increased their R & D expenses by more than 100% year-on-year, such as Jincheng pharmaceutical, Chenxin pharmaceutical, Puli pharmaceutical, etc In 2018, an extraordinary year for the pharmaceutical industry, "three medical linkage" super medical insurance bureau came into being, anti-cancer drug zero tariff, "4 + 7" volume procurement, DRGs charges by disease and other policies were introduced to lead the drug price drop, the profits of traditional pharmaceutical enterprises were greatly reduced, and the industry competition was fierce Innovation and R & D is the general trend and the way for enterprises to survive and win The above-mentioned four enterprises that invested more than 1 billion yuan in R & D in 2018 all put most of their R & D costs into innovative drugs According to the annual report of Hengrui pharmaceutical, in 2018, the company invested 2.67 billion yuan in R & D, an increase of 51.81% over 2017 The R & D investment accounted for 15.33% of sales revenue, which strongly supported the company's project R & D and innovation development The R & D investment of Fosun Pharmaceutical and pharmaceutical business is RMB 2250472500, an increase of RMB 975363900, 76.49% over 2017, accounting for 12% of the pharmaceutical business revenue The increase of R & D investment is mainly due to the increase of R & D investment in bio innovative drugs and bio similar drugs, small molecule innovative drugs, and the centralized investment in consistency evaluation during the reporting period Shanghai Pharmaceutical said that during the reporting period, the company invested 1.389 billion yuan in R & D (including capital investment in construction in progress, fixed assets, etc.) The total investment in R & D is 1.061 billion yuan, an increase of 34.22% year-on-year, of which 18.7% is devoted to the R & D of innovative drugs, 19.93% to the R & D of generic drugs, 33.6% to the secondary development of existing products, and 27.77% to the evaluation of the consistency of quality and efficacy of generic drugs The R & D transformation of Kelun pharmaceutical industry accelerated and gradually entered the performance fulfillment period In 2018, the company's R & D investment reached 1.114 billion yuan, a year-on-year increase of 31.74%; 2593 R & D personnel, a year-on-year increase of 15.76% With the gradual increase of R & D investment, the company's R & D strength has increased rapidly, and the R & D pipeline of innovative drugs and generic drugs has been enriched rapidly On the first anniversary of the implementation of the new policy, the Hong Kong Stock Exchange helped eight innovative biological enterprises to successfully IPO The state issued policies to encourage independent innovation, shorten the time for clinical approval The capital market relaxed the listing standards of R & D pharmaceutical enterprises, helped enterprises to innovate and research, and accelerated the transformation of domestic pharmaceutical market from extensive production to R & D innovation At the same time, a number of innovative bio pharmaceutical companies went to Hong Kong for IPO On April 30 last year, the Hong Kong Stock Exchange implemented new policies to open a green channel for the listing of innovative biotechnology enterprises, so that their R & D funds can be supplemented through financing to maintain the smooth development of their products Therefore, it has received positive responses from a number of innovative Biopharmaceutical Enterprises According to relevant media statistics, from the implementation of the new deal to April 11 this year, a total of 22 biotechnology companies submitted IPOs, including 15 innovative drug companies and 3 cro companies Among the eight companies that have successfully IPO, except for yaomingkangde, the other seven are unprofitable biotechnology companies Six companies, including Geli pharmaceutical, Xinda biology, Junshi biology and Baiji Shenzhou, have published their 2018 annual reports 2 overview of Q1 corporate performance forecast in 2019 112 pharmaceutical companies announced Q1 corporate performance forecast in 2019, nearly 40% of them expected performance decline according to statistics of Securities Daily As of April 11, 112 pharmaceutical companies released Q1 corporate performance forecast in 2019 Among them, the performance of 21 companies is expected to increase in advance, 44 companies are expected to increase slightly, 2 companies are expected to turn losses, and 4 companies are expected to make profits; 22 companies are expected to reduce slightly, 3 companies are expected to make first losses, 4 companies are expected to make losses, and 12 companies are expected to make losses In terms of the change range of performance, 36 companies are expected to increase their performance by more than 40%; among them, 13 companies are expected to change their net profit by more than 100%, and hipre is expected to change their performance by more than 1000% 41 enterprises are expected to see a decline in their performance, of which 21 are expected to see a decline of more than 50%, while Yiduoli, Bohui innovation, Shuangcheng pharmaceutical and Weiming pharmaceutical are expected to see a decline of more than 100% in the first three months of this year From March to now, 24 senior managers have resigned from the company due to personnel changes, involving hisilico, Novartis, Harbin pharmaceutical, Changsheng biology and other enterprises According to incomplete statistics, from March 2019 to now, according to the personnel announcement issued by 26 pharmaceutical companies, 24 senior managers have resigned, including Lilly, MSD, Novartis, Harbin Pharmaceutical and other well-known pharmaceutical companies The reasons for resignation mainly include personal reasons, job changes, and leaving the post after reaching the retirement age The details are as follows: Wang Xuemin, the director, and Liu Hanbing, the chairman of the board of supervisors resigned on April 10, and Wang Xuemin, the director of Hisilicon Pharmaceutical Group Co., Ltd., applied to resign from the third board of directors of the company After resigning, he will no longer hold any position in the company On the same day, Ms Liu Hanbing, chairman of the board of supervisors of HISCO Pharmaceutical Group Co., Ltd., applied for resigning from the position of Supervisor / Chairman of the third board of supervisors for personal reasons, and will continue to serve as the director of human resources of the company after resigning On March 29, the first three parties organized the reorganization and changed the CEO The first three parties announced to appoint sunao Manabe, the current COO of the company, as the CEO of the company, effective from June 17 Sanders established Greater China Chua, President of China, left office on March 25 Sanders officially announced the establishment of "Greater China", and Francis Vaillant, the current head of Southeast Asia and North Asia, became president of Greater China Zhu Yifei leaves Baiji Shenzhou on March 15 Dr Wu Xiaobin, general manager of Baiji Shenzhou China and President of Baiji Shenzhou, announced to the employees that Zhu Yifei, senior vice president of Baiji Shenzhou, will leave his post and his successor will be determined in the near future At present, the business operation team of Baiji Shenzhou China is directly led by Wu Xiaobin Boshi On March 14, Novartis CEO vas Narasimhan announced to employees that Richard Francis, Global CEO of Novartis, would leave for personal reasons Lilly China business director changes Gao Rong from Novartis China to join Lilly China as business director on April 1 After joining Lilly China, she will stay in Shanghai and report to Ma Yide, vice president and CFO of Lilly China Li Zhengqing, former global vice president of MSD, joined Geli on March 1 Geli Pharmaceutical Co., Ltd released a message, appointing Li Zhengqing as chief medical officer and President of R & D in Greater China, reporting to Wu JINZI, founder, chairman and CEO of Geli Sanofi China ushered in a new president on March 1 Sanofi announced that Dr Pius s Hornstein (PhD) has become the general manager of Sanofi China and emerging markets global business unit in China and President of Sanofi China Zhang Wenjie, former general manager of Amgen China, joined Fuhong Hanlin and announced that Zhang Wenjie would officially join the company on March 4, serving as senior vice president and chief business operation officer, responsible for the overall business planning and product market strategy formulation of the company, and building a professional and efficient international business operation team for Fuhong Hanlin On March 30, shengjitang announced that Ms Wang Rong, the deputy general manager, applied to resign from the position of deputy general manager of the company for personal reasons After resigning, Ms Wang Rong did not hold other positions in the company Zheng Hai bio's supervisor resigned on March 30 Zheng Hai bio announced that Ms Zhang Yue, the supervisor, had originally been appointed for a term of office until April 23, 2021 Now, due to personal reasons, she has applied to resign from the position of supervisor of the second board of supervisors After resignation, she will no longer hold any position in the company On March 29, Anke biology announced that Mr Lu Guangxin, chairman of the board of supervisors and non employee representative supervisor, applied to resign as chairman of the board of supervisors and non employee representative supervisor due to work transfer On March 28, Shuangcheng pharmaceutical announced that Liu Jianwei, the head of audit department, had recently applied to resign as the head of audit department for personal reasons After resigning the post of head of audit department, Mr Liu Jianwei will no longer hold any post in the company Assistant General Manager of China Pharmaceutical resigned March 28, China Pharmaceutical announced that Mr Zhang Tieping, assistant general manager, applied to resign as assistant general manager of the company due to reaching the legal retirement age The retirement resignation application shall take effect from the date when it is served on the board of directors of the company, and Mr Zhang Tieping will no longer hold any post in the company On March 23, two senior executives of Harbin Pharmaceutical Group resigned Harbin Pharmaceutical Group announced that Mr Liu Bangmin, deputy general manager, resigned as deputy general manager of the company for personal reasons On March 4, Harbin Pharmaceutical Group announced that Mr Zhang Zhenping, chairman and general manager, resigned from the post of general manager of the company due to work reasons, while other positions remained unchanged On March 22, Kehua biology announced that Mr Hou Wei, a non employee representative supervisor, requested to resign as a non employee representative supervisor of the seventh board of supervisors due to personal reasons After resigning as a supervisor, Mr Hou Wei is still in the company On March 5, sunflower pharmaceutical announced that Mr Wan Yunguo, deputy general manager of sunflower pharmaceutical, had applied for resignation from the position of deputy general manager of the company due to personal reasons After resignation, he would no longer hold other positions in the company On March 20, Watson biology announced that Mr Xu Keren, vice president of Watson biology, had requested to resign from his position as vice president of the company for personal reasons After resigning, Mr Xu Keren will no longer hold any post in the company On March 16, Changsheng biology announced that Ms Zhang Xiaolin, a supervisor, resigned as a supervisor of the third board of supervisors of the company due to personal job changes After resigning, Ms Zhang Xiaolin will not hold any position in the company On March 16, Nanjing Pharmaceutical announced that Mr Tao Yun, chairman of the board of directors, voluntarily applied to resign as chairman of the eighth board of directors, director, chairman of the strategic decision-making and investment and Financing Management Committee of the board of directors due to his age After resignation, Mr Tao Yun did not hold any post in the company On March 15, Jinling pharmaceutical announced that Mr Li Chunmin, chairman of the board of directors, resigned as a director of the company, chairman of the board, convener of the strategic committee of the board of directors and member of the nomination committee due to his retirement request After resigning, Mr Li Chunmin will no longer hold any position in the company On March 15, Tibet pharmaceutical announced that Mr Peng Meng, a supervisor of Tibet pharmaceutical, applied to resign as a supervisor of the company due to work arrangement Step pharmaceutical supervisor resigned March 12, step pharmaceutical announced that Ms Chen Danli, supervisor, applied for resignation due to personal reasons