VC/PE/M&A. Healthcare Weekly 海外版(2018.03.13)

 Thu Mar 15 14:13:37 CST 2018 A- A+

作者:克莱尔

本期内容概览:

1、以服务专业化推动DNA测序民主化——Helix实现2亿美元B轮融资目标。

2、Homology计划1亿美元IPO,基因编辑的世界“乱花渐欲迷人眼”?

3、佳能医疗收购Fysicon,整合X光+心血管设备业务,为全球市场赋能。

4、巨单再现,Cigna 拟收购Express Scripts,交易价值达670亿美金。

5、Celgene巨额交易活跃度持续不减,1亿美元锁定与Vividion的四年合作。

私募融资 & IPO

1. 服务专业化,才能推动DNA测序民主化——Helix实现2亿美元B轮融资目标

概要:随着下一代技术持续推动DNA测序的低成本化,DNA测序已经越来越成为大众的选择了。Illumina公司分拆出的公司Helix就是这样一家经营着线上基因测序平台的公司,它近期实现了2亿美元的B轮融资目标。这轮投资由新加入的投资者德丰杰成长基金领投,之前的基石投资者包括Illumina、KPCB、梅奥诊所、Sutter Hill Ventures以及华平等机构均参与了投资。Helix自去年6月起搭建了这个基因测序的“app store”,汇聚了20多家公司的35个DNA测序产品。由于潜在医疗机构巨头如梅奥诊所的加入,后者的数字有望在今年突破50个。同样是线上基因测序平台,Helix因何而与众不同呢?事实上,它致力于为顾客提供比市场上其他基因测序平台多100多倍的数据和信息。一旦客户在平台上下单,Helix就会对全部22000个已知的基因和其他“信息量丰富的部分”进行测序,并对“解密”后的相关数据进行安全保护。如果客户后续还想使用其他测序产品,也无需再重复提供DNA样本进行测序。

相关报道:

Helix to grow DNA test‘app store’ on first close of planned $200M series B

March 8, 2018

As next-generationtechnologies continue to drive down costs for DNA sequencing, DNA tests havebecome more accessible to the masses. Illumina spinout Helix, which runs anonline marketplace for such tests, has held the first close of a planned $200million funding round. The round was led by newinvestor DFJ Growth, and all of Helix’s founding investors participated,including Illumina, Kleiner Perkins Caufield Beyers, Mayo Clinic, Sutter HillVentures and Warburg Pincus. Since the debut of the“app store” last July, 35 DNA-powered products from 20 companies have signedon, and Helix plans to grow that number to over 50 products this year withmajor launches from the like of Mayo Clinic.

Helix’s platform works ina different way than other personal genetics-testing companies. When someoneorders a product from the store, Helix sequences all known 22,000protein-encoding genes as well as “additional information-rich areas,"which the company said can unlock up to 100 times more data than typicalat-home DNA tests on the market. It then stores the data securely and only sharesthe relevant portions with the test seller. It allows customers to order otherproducts without having to run DNA samples again. Helix's products nowrange from the more serious, National Geographic’s Geno 2.0 helps customersunderstand their ancestry, to the more fun, using your DNA code to design aone-of-a-kind knitted scarf. CEO Robin Thurston toldForbes that more than 20% of customers who buy one product actually come backfor a second. The series B financingannouncement came just days before the FDA’s landmark decision that made23andMe the first to provide direct-to-consumer genetic test for cancer risk.According to Illumina Executive Chairman Jay Flatley, about 12 million peoplehave purchased a consumer genomics service to date. “The genomics revolutionhas begun and Helix is democratizing access to DNA for developers while givingconsumers a safe and secure way to manage their own genomic data. We believethe Helix business model will stimulate an explosion of innovation in personalgenomics products allowing people to take an active role in managing theirhealth and well-being,” said Barry Schuler, partner at DFJ Growth, in astatement. Helix’s ambition goesbeyond helping individuals understand his or her own genomics data, but alsolies in the collective power of such data. Earlier this year, it started apartnership with the Renown Institute for Health Innovation and the DesertResearch Institute on a population health project in Nevada. All samples areprocessed in Helix’s CLIA- and CAP-compliant sequencing lab, and volunteershave the opportunity to receive a product through the Helix marketplace.

Source: FierceBiotech

https://www.fiercebiotech.com/cro/helix-to-grow-dna-test-app-store-first-close-planned-200m-series-b

2. Homology计划1亿美元IPO,基因编辑的世界“乱花渐欲迷人眼”?

概要:就在和诺华签完一笔大单子(包括3500万美元预付款,加上近10亿美元里程碑款项)之后的几周内,位于美国麻省的基因编辑公司Homology Medicines宣布正式开展1亿美元IPO计划。Renaissance Capital的一份报告声称,Homology预计会在今年12月22日正式签订IPO相关文件。这家基因编辑公司的核心技术和同类竞争者的略有不同:它采用腺伴随病毒(AAV)技术AMEnDR,而不是如CRISPR/cas9或者锌指等技术。而且Homology公司称,自身的AMEnDR技术非常有助于提升基因编辑的精准度,以期“直击靶心”,并避免其他不利的基因修正。

Homology公司总裁兼CEO

相关报道:

Homology seeks $100M from IPO, reveals Novartis deal numbers

March 5, 2018

Just a few weeks aftersigning a big deal with Novartis—now confirmed to have included $35 millionupfront and almost $1 billion in milestones—Homology Medicines has pushed aheadwith plans for a $100 million IPO. A Renaissance Capitalreport says the gene-editing specialist intends to list under the FIXX symbolon the Nasdaq and filed the IPO confidentially on Dec. 22. Last November,Novartis signed a five-year deal to allow it to use Homology’s technology todevelop new treatments for certain ophthalmic and hemoglobinopathy diseases,without giving further details.

Homology’s IPO prospectusfiled with the SEC now reveals that along with the upfront payment and a $15million investment in its series B round last August, Novartis has pledged upto $20 million in payments when clinical candidates are selected, as well as$960 million in milestones and royalties on any future sales. The Bedford,Massachusetts-based biotech is taking a slightly different tack from otherplayers in the gene-editing domain with its adeno-associated virus (AAV)technology AMEnDR. It’s a different approach to other techniques such asCRISPR/cas9 or zinc finger nucleases, and according to Homology is well suitedto delivering precisely targeted gene editing directly to patients. It alsodoesn’t rely on the use of nucleases to snip DNA which could cause unwantedgenetic modifications. The biotech has its ownin-house programs on the go, split across gene therapies and gene-editingcandidates. Its pipeline is currently headed by a gene therapy candidate forthe rare disease phenylketonuria (PKU)—HMI-102—which is due to start clinicaltesting next year. A gene-editing candidate for PKU is expected to be selectedlater this year.

Source: FierceBiotech

https://www.fiercebiotech.com/biotech/homology-seeks-100m-from-ipo-reveals-novartis-deal-numbers

并购

1. 佳能医疗收购Fysicon,整合X光+心血管设备业务,力求为全球市场赋能

概要:佳能医疗系统近日宣布收购丹麦医疗技术研发公司Fysicon,具体金额未透露。Fysicon研发医疗相关的硬件和软件,包括医院IT系统、心血管疾病监控系统等。该公司的心血管设备包括心血管波形读取设备和心血管功能分析设备等,现在全球市场均有销售。佳能医疗表示,希望通过此次收购将Fysicon的产品整合到自身的X光血管造影法业务之中,并打入日本以外的市场,同时寻求其他业务的整合机会。

相关报道:

Canon Medical acquires Dutch medtech devFysicon

March 8, 2018

Canon (NYSE:CAJ) MedicalSystems said yesterday it closed a deal to acquire Dutch medtech dev Fysiconfor an undisclosed amount. Fysicon develops bothhardware and software for the healthcare fields, including hospital IT systemsand cardiovascular monitoring systems, according to a press release from CanonMedical. The company’s cardiovascular devices, including equipment for readingcardiac waveforms and analyzing cardiac function, are currently sold globally. Canon Medical said itwill look to release integrated solutions that combine Fysicon products and itsown X-ray angiography systems in markets outside Japan, and that it willcontinue to explore solutions that integrate technologies from both companies. Last month, Canon MedicalSystems said it won FDA clearance for its Vantage Galan 3 tesla XGO editionmagnetic resonance imaging system.

Source: Mass Device

https://www.massdevice.com/canon-medical-acquires-dutch-medtech-dev-fysicon/

2. 巨单再现,Cigna 拟收购Express Scripts,交易价值达670亿美金

概要:医疗保险公司Cigna溢价将近31%、以670亿美元收购药品福利管理行业巨头Express Scripts,其中包括后者150亿美元债务。分析认为,亚马逊进军本行业的威胁可能刺激了Cigna达成这笔交易。总部位于圣路易斯的Express Scripts是一家药品福利管理公司。这类公司通常作为中间商与制药商协商药品价格折扣。这桩交易将是迅速变化的医疗保健服务行业一系列合并计划中的最新一起。去年年底,CVS Health Corp. (CVS)敲定了以近700亿美元收购安泰保险公司(Aetna Inc., AET)的交易。2015年,安泰保险同意以370亿美元收购医疗保险同行Humana Inc.,但后来因监管审查而终止了这桩交易。同一年,信诺保险同意与Anthem Inc. (ANTM)合并,但这桩交易也被监管机构阻止。去年年底,Anthem表示,将推出自己的药品福利管理公司,这对该医疗保险公司的合作夥伴Express Scripts造成冲击。

相关报道:

Health insurer Cigna Corp. plans to buy Express Scripts Holding Co. in a cash-and-stock deal worth $52 billion, excluding debt, that the companies say will expand their health care offerings and help them control costs. The deal has a total transaction value of $67 billion, which includes Cigna’s assumption of $15 billion of Express Scripts’ debt. The combination is the latest in a flurry of proposed tie-ups in the rapidly changing health-care-services business. St. Louis-based Express Scripts is a pharmacy-benefit manager, or PBM. Such companies serve as middlemen that help negotiate discounts with drugmakers. “When we think about Express Scripts, it has PBM capabilities, but it has 27,000 individuals and a significant number of consumer touchpoints around health and well being,” Cigna CEO David Cordani said. “It expands our service portfolio beyond that of a PBM.” Cigna began exploring the tie-up seriously late last year, Mr. Cordani said. One of the drivers for the deal is its ability to broaden Cigna’s offerings and reach. “Having the capabilities to serve an individual whether they are healthy, healthy at risk, chronic or acute is important,” he said. Once the deal closes, Cigna shareholders will own about 64% of the combined company, which will retain Cigna’s name, and Express Scripts shareholders will own about 36%.

Late last year, CVS Health Corp. signed a nearly $70 billion deal to buy Aetna Inc. In 2015, Aetna agreed to buy fellow health insurer Humana Inc. in a $37 billion deal that was later terminated following regulatory scrutiny. That same year, Cigna agreed to combine with Anthem Inc., a deal that was also blocked by regulators. Late last year, Anthem said it would launch its own PBM, dealing a blow to Express Scripts, which is a partner of the health insurer. Anthem has been Express Scripts’ biggest customer, representing some $17 billion in annual revenue for the company. Last year, Anthem said that it doesn’t intend to renew its 10-year contract with Express Scripts when it expires at the end of 2019. The Affordable Care Act and other factors roiling the health-care industry prompted the health insurers to attempt a major consolidation wave in 2015. Last year, Express Scripts agreed to buy private medical-benefits manager eviCore health care for $3.6 billion. Industry watchers viewed the deal as a way for Express Scripts to replace revenue following the expected loss of Anthem. Bloomfield, Conn.-based Cigna is known for its focus on administering coverage for large employers, as well as a burgeoning overseas presence. With its 2012 acquisition of HealthSpring, Cigna also bolstered its Medicare business. The boards of Cigna and Express Scripts have both approved the deal, which is expected to close by the end of the year, pending shareholder and regulatory approvals. Morgan Stanley is acting as sole adviser to Cigna. Centerview Partners LLC and Lazard Frères & Co. LLC are advising Express Scripts.

Source: Wallstreet Journal & MSN & Bloomberg Market

https://www.wsj.com/articles/cigna-nears-deal-to-buy-express-scripts-1520482236

https://www.msn.com/en-us/finance/companies/cigna-agrees-to-buy-express-scripts-for-more-than-2450-billion/ar-BBK0smL

行业

1. Celgene巨额交易活跃度持续不减,1.01亿美元锁定与Vividion的四年合作

概要:Celgene近期支付了1.01亿美元寻求与Vividion的四年合作机会,用于针对难以用药的蛋白的小分子研究。Vividion在去年收获了来自ARCH、Versant和Cardinal Partners的高达5000万美元的首轮投资,并从Scipps Research Institute方面获得了技术支持,从而将研发重点放在了人体蛋白质组的可用药部分。Celgene发现了这一业务的潜能,因此提出上述合作计划,以期能最终发现相关的配体和候选药物。

相关报道:

Celgene pays $101M to work with Vividion onhard-to-drug proteins

March 5, 2018

Celgene has paid $101million to collaborate with Vividion on the discovery of small molecules thathit hard-to-drug proteins. The four-year alliance tasks Vividion withdiscovering drugs that interact with the ubiquitin proteasome system cells useto break proteins apart. Vividion broke cover last year with $50 million from ARCH, Versant and Cardinal Partners, technology from Scripps Research Institute and a focus on significantly expanding the druggable portion of the human proteome. The idea is to chemically annotate the proteometo show how drugs interact with proteins inside cells and, in doing so,discover new druggable targets. Celgene sees potential inthe platform. The big biotech is paying $101 million upfront in return for astake in Vividion and a chance to work with the startup for the next fouryears. In that time, Vividion will apply its platform to a list of potentially importantbut tough-to-drug targets involved in the ubiquitin proteasome system. The goalis discover ligands and drug candidates related to the targets. The ubiquitin proteasomesystem tags proteins and organelles for destruction. The dysfunction of this processis linked to multiple diseases spanning oncology, inflammatory,neurodegenerative and other disorders.

Celgene and Vividion are focused onthose three broad therapeutic areas. Vividion will take thelead on the initial discovery activities and the identification of programs totake forward. Celgene then has the option to take on the programs once an INDis accepted. For the first program and certain other assets, Celgene will gainworldwide rights. In other cases, the companies will split U.S. or worldwidedevelopment costs and any resulting commercial profits or losses. The agreement establishesanother tie between Celgene and its former president of research and earlydevelopment, Thomas Daniel, M.D. Daniel helped to get Vividion up and running andnow holds the title of chairman at the biotech. Rupert Vessey, Daniel’ssuccessor at Celgene, is impressed by the work Vividion has done to date. “Vividion has assembled atruly cutting-edge drug discovery platform that offers the opportunity toaccelerate drug delivery in new and impactful ways by expanding the druggable proteome and addressing difficult targets,” Vessey said in a statement.

Source: FierceBiotech

https://www.fiercebiotech.com/biotech/celgene-pays-101m-to-work-vividion-hard-to-drug-proteins

以上,难免有疏漏或不正确之处,请多多指出,并在文下留言处留言,谢谢!

*声明:本文由入驻新浪医药新闻作者撰写,观点仅代表作者本人,不代表新浪医药新闻立场。
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肖恩大侠 华盖医疗基金董事总经理,北京。 毕业于北京大学工学院医学院(医学硕士)、北京大学法学院(法学硕士)。资浅PE从业人士。躬耕于太湖,游学至未名,当过医生,学过法律,改行至风险投资,喜好读书写作,经史文集,现代科技都甚喜欢,总是怀着理想,万一,实现了呢?欢迎交流医疗、文化、消费,欢迎交流一级市场、二级市场,欢迎交流国内及海外并购。 邮箱:shawn.shiqq.com
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