[one week Jun] 74 billion US dollars, the largest M & A case in history; Guangdong and Hubei heavyweight work plans announced; nearly 50 executives resigned, sunflower, Huahai and Lizhu

Highlights of this week: 1 Guangdong, Hubei heavyweight work plan announced! 2 Where to go for generic pharmaceutical enterprises in the context of "4 + 7 volume procurement"? 3 Bristol Myers Squibb acquired Xinji with us $74 billion, and many of them were "included in the bag" 4 In 2018, nearly 50 senior managers of pharmaceutical companies resigned, and the high-risk period was March, October and December 5 In 2018, the IPO of biotechnology companies flourished unprecedentedly, with a total fundraising of about US $8.3 billion The start-ups were favored to crack down on pharmaceutical bribery and kickbacks, and promote the filing system of pharmaceutical representatives On January 2, Guangdong health and Health Commission and other nine departments jointly issued a notice to make it clear that they will improve the management system of medical representatives, including publicizing the filing information of medical representatives and training them; recording, monitoring and publicizing the behaviors of medical representatives in the hospital; including commercial bribery, donation and other behaviors unrelated to their work will be included in the "blacklist" In addition, for production and operation enterprises, we should focus on cracking down on such behaviors as not implementing the "two vote system", falsely opening tax tickets, bribery promotion, etc.; for wholesale enterprises and other operators, we should focus on cracking down on such behaviors as malicious cooperation with production enterprises as "money laundering through tickets", bribery of medical personnel, etc.; for retail enterprises, we should focus on cracking down on Collusion and cheating patients to buy kickback drugs Public hospitals pay off half a year's arrears, netizens call for implementation! Recently, Hubei Provincial Health and Health Commission issued the notice of "special cleaning work plan for arrears of private enterprise funds of public hospitals in Hubei Province" According to the notice, clear up the unpaid project construction, medical equipment purchase and drug consumables purchase contract funds of public hospitals at all levels of the province for private enterprises beyond the time specified in the contract On the basis of fully understanding the amount of arrears, the time of exceeding the contract and the reasons for the arrears, all public hospitals shall formulate classified resolution plans and pay off the arrears before the end of June 2019 At the same time, we should establish and improve the effective mechanism of timely performance payment to prevent new arrears For this notice, although most netizens are pessimistic and say it is difficult to implement, they still hope to implement it There are only three generic drug manufacturers, no fourth way? Under the background of "4 + 7 drug centralized procurement" policy, the elimination competition is accelerated, and generic pharmaceutical enterprises are facing significant transformation According to a recent article from Guotai Junan, they are optimistic about the imitative enterprises that have the ability to continuously launch varieties, the integration of APIs and certain technical barriers in the future Recently, Mr Guo Xinfeng's report "looking at the competitive pattern of enterprises from the quotation strategy of" 4 + 7 "products" also referred to the development direction of imitated pharmaceutical enterprises based on the American market, and concluded that there are only three imitated pharmaceutical manufacturers, and there is no fourth way to go The specific contents are as follows for readers' reference 1 The upstream and downstream of raw materials + preparations are integrated into the whole industrial chain, sharing the risk of price reduction to the maximum extent, digesting the cost, and winning the title with large scale and low cost; 2 Focus on generic preparations, fight in the Corps, and become a large producer and OEM of generic drugs, and win with a wide variety and product line; 3 The high threshold drugs have survived a disaster The improved drugs will invest in the long-term single and double antibodies It is very difficult to produce (fermentation, fermentation + semi synthesis) synthetic drugs (Fonda anemone, yizomaibu, etc.), developer contrast agents (rare metals), fine anesthetics (not involved in the centralized purchase), radioactive drugs and other subdivided categories of drugs with high threshold or rare qualification of Vajra mask Keeping one mu of land for three minutes and making a fortune, the development of isotopic drugs and hand-held drugs will usher in a boom Bristol Myers Squibb acquired Xinji for $74 billion, and several heavyweights were "put into the bag" On January 3, Bristol Myers Squibb (BMS) announced that it would acquire Xinji for a total of $74 billion in cash and shares After the merger of the two companies, the original shareholders of BMS will hold 69% of the equity of the new company, and the original shareholders of Xinji will hold 31% of the equity of the new company Through the acquisition of new base, BMS can obtain multiple pipeline assets with heavy bomb potential in the fields of tumor, immunity and inflammation, including Tyk2, ozanimod, luspatercept, LISO cel (jcar017), bb2121, fedratinib, etc Due to the shortage of well-known imported drugs, Hanhui pharmaceutical "complements" recently, Pfizer's production line equipment in Italy was shut down for maintenance, and its cytarabine for injection faced clinical shortage At present, the drug is the core drug in the whole course of leukemia and blood tumor On January 3rd, Shanghai sunshine medicine procurement network issued a notice on the purchase of clinically scarce drugs on the Internet In view of 19 varieties (32 product regulations) of clinically scarce drugs, it was proposed to purchase according to the requirements of "comprehensive online public price negotiation" Among them, the shortage of cytarabine was negotiated on the Internet by Hanhui Pharmaceutical (commissioned by Zhejiang Haizheng Pharmaceutical Co., Ltd.) It can also be seen that in the special period, the supply gap of imported drugs and the market gap will be quickly filled and replaced by local pharmaceutical companies In 2018, nearly 50 senior managers of pharmaceutical companies resigned March, October and December are the high incidence periods this week Huahai pharmaceutical and sunflower pharmaceutical released the resignation information of senior managers Ye cunxiao, vice president of Huahai pharmaceutical, resigned as vice president due to personal reasons, but according to the public information, his term of office should end on May 1, 2019, and the current term is not full Guan Yanbin, chairman and general manager of sunflower pharmaceutical industry, resigned due to his age Before the board of directors elected the new chairman, more than half of the directors jointly recommended Guan's daughter, Guan Yi generation, to perform the duties of chairman According to incomplete statistics on the announcement of listed companies by yaozhi.com, nearly 50 senior executives resigned in 2018, of which the turnover frequency was higher in March, October and December For example, in December last year, 12 executives left: Tao Desheng, President of Lizhu pharmaceutical, Zhang Ling, chief operating officer of Huada gene, Wu Jiangang, vice chairman, Secretary of the board of directors and deputy general manager of Tianmu pharmaceutical, Xu Dingbo, Shaorong, independent directors of modern pharmaceutical, etc (for the full text, please click: resignation of more than 50 executives of Listed Companies in the pharmaceutical circle!) In 2018, the IPO of biotechnology companies was unprecedented prosperous, with a total fundraising of about US $8.3 billion Startups were favored According to Chris Morrison, as of December 8, 2018, except for the IPO of service companies and medical device companies, a total of 71 biotechnology companies raised about US $8.3 billion in 2018, a big step compared with 2014 (US $6.3 billion) More than half of the biotech companies have IPOs of more than $100 million, and seven of the top 10 companies have IPOs of more than $200 million, while only one has not From the founding stage, start-up biotechnology companies are favored In 2018, 10 pre clinical companies raised about US $1.3 billion, while in 2017, only 5 similar companies raised US $121 million In terms of field, the total amount of IPO raised by tumor related biotechnology companies is about $2.8 billion, accounting for 34% of the total IPO of the whole year From a regional perspective, 17 biotechnology companies in Massachusetts have raised a total of US $2.4 billion through IPOs, including Modena therapeutics (IPO: US $600 million), rubius therapeutics (IPO: US $277 million) and homalogy medicine (IPO: US $165 million), which are the largest deals in the history of US biotechnology companies' IPO (for the full text, please click: analysis of the IPO of global pharmaceutical biotechnology companies in 2018) On January 2, the merger of mabos bio and AEON bio pharmaceutical was established, and the merger of aeon bio pharmaceutical and mabos bio was announced, and the establishment of transcenta holding As an international biopharmaceutical company, transcenta has the ability to integrate the whole process of biopharmaceutical research, development, regulation and production After the merger of the two companies, Dr Qian Xueming, founder, chairman and chief executive officer of mabos biology, will be the CEO of transcenta, and Dr Zhao Yining, co-founder and chief executive officer of Yian Jishi, will be the executive chairman of transcenta Yaoming biology and Zhengda Tianqing have reached a cooperation on the development of bispecific antibodies Recently, Yaoming biology and Zhengda Tianqing have reached a cooperation on the development of an innovative bispecific antibody Zhengda Tianqing will be authorized to use dual specific antibody technology platform wuxibody with independent intellectual property rights of YaoMing biology Gamma Develop an innovative bispecific antibody, and provide technical support for the discovery, development and production of the product Both sides will make full use of their respective advantages and resources to carry out cooperation and achieve win-win cooperation in the field of biomedical research and development Add 377 million yuan! On January 3, Jiangzhong Pharmaceutical Co., Ltd won 51% equity of Sanghai pharmaceutical and Jisheng pharmaceutical Jiangzhong pharmaceutical announced that it obtained 51% equity of Sanghai pharmaceutical and Jisheng pharmaceutical, wholly-owned subsidiaries of Jiangxi Sanghai Group Co., Ltd by means of non-public agreement through cash capital increase, with capital increase of RMB 163 million and RMB 213 million respectively According to the announcement, Sanghai pharmaceutical is an enterprise engaged in the research, production and sales of Chinese patent medicine and chemical medicine as well as the wholesale and retail of drugs Its main products include Bazhen Yimu capsule, Niuhuang Hedan Chuanbei liquid, Shenbao capsule, Duowei element tablet (21), etc Jisheng pharmaceutical is a modern state-owned pharmaceutical enterprise which mainly produces Chinese patent medicine The main products include compound fresh bamboo juice, Paishi granules, Chuanbei Pipa capsule, Huangqi Shengmai drink, etc Content source: announcement of listed enterprises, statement of Guangdong health and Health Commission, tongshuyi, sepilan, Guotai Junan, etc.: this point of view only represents the author, not the position of yaozhi.com, welcome to exchange and supplement in the message area; if you need to reprint, please be sure to indicate the author and source of the article.