VC/PE/M&A. Healthcare Weekly(海外版)

 2017-11-01 A- A+

作者:克莱尔

转自:肖恩大侠

导语:

门庭若市,竞相投资:Y-mAbs今年二度成功融资,5000万美元用于治疗儿童罕见癌症。

肩袖损伤可以自然愈合?Smith & Nephew拟2.1亿美元收购Rotation Medical,与你一起见证。

根植欧洲,意在全球:法国脊骨移植制造商Vexim以2.16亿美元被史赛克收购。

丢掉拖油瓶还是保持多元化?礼来纠结不断,动物健康板块Elanco何去何从?

私募融资 & IPO

1. 门庭若市,竞相投资:Y-mAbs今年二度成功融资,5000万美元用于治疗儿童罕见癌症

概要:位于美国纽约的生物科技公司Y-mAbs宣布获得5000万美元投资,用于其癌症抗体项目burtomab和naxitamab的后期临床试验。这两项药物在斯隆-凯特琳癌症中心(Memorial Sloan-Kettering Cancer Center,简称MSK)被最先发现,将用于治疗癌症中的罕见病如儿童神经母细胞瘤。继今年1月各大机构竞相投资的1200万美元之后,该公司在美国临床肿瘤学会年会(American Society of Clinical Oncology,简称ASCO)会议上宣布其药物burtomab在患有儿童神经母细胞瘤和柔脑膜转移的儿童身上取得积极的试验结果。

相关报道:

Y-mAbs raises $50M funding to propel cancer duo into late-stage testing

Oct 25, 2017

Y-mAbs Therapeutics has raised $50 millionfrom private investors to fund late-stage trials of two antibodies—originally discovered at Memorial Sloan-Kettering Cancer Center (MSK)—with potential inthe treatment of rare cancers. The New York biotech’s CEO Claus Møller, M.D.,says the cash—from existing investors and new backer HBM Healthcare Investments—will “enable us to focus on bringing our lead compounds, burtomaband naxitamab, through the final steps of the regulatory pathway towards approval.”

The fundraising is the second for Y-mAbs thisyear after it raised $12 million in an oversubscribed offering in January, andcomes after the biotech reported positive clinical results with burtomab inchildren with neuroblastoma and leptomeningeal (brain) metastases at thisyear’s ASCO conference. Neuroblastoma is a primary focus for Y-mAbs,which was set up three and half years ago by Thomas Gad after his daughter was treated for neuroblastoma at MSK. This type of cancer mainly affects babies and young children—with around 700 cases a year in the U.S.—and typically starts inthe adrenal glands but can quickly spread to other organs. HBM’s CEO Andreas Wicki said Y-mAbs’ approachto immunotherapy “shows great promise and will further advance innovation andproduct development in the pediatric oncology field.”

Source: FierceBiotech

http://www.fiercebiotech.com/biotech/y-mabs-raises-50m-funding-to-propel-cancer-duo-into-late-stage-testing

并购

1. 肩袖损伤可以自然愈合?Smith & Nephew将用2.1亿美元收购Rotation Medical,与你一起见证

概要:英国医疗公司Smith & Nephew宣布将要收购美国组织再生研发商Rotation Medical。后者主要进行肩袖损伤相关疗法的创新研发,在患者进行关节内镜辅助检查的过程中,植入邮票大小的、从牛的阿基里斯腱中提取的胶原蛋白生物传感移植系统,从而增强人体自然愈合能力,促进肩袖部位组织再生。这一移植系统在2014年获得了FDA的批准。Smith & Nephew方面表示,Rotation Medical将会强化公司的创新能力,瞄准从未被真正解决的肩袖损伤市场需求。在收购之后,Smith& Nephew计划利用自身的运动药物销售团队和Rotation Medical自身的销售团队在全球推广该产品,并争取获得在欧盟地区的审批许可。

相关报道:

Smith & Nephew to acquire Rotation Medical for up to $210M

Oct 23, 2017

Smith & Nephew has agreed to acquiretissue regeneration player Rotation Medical for $125 million in cash upfront. Another $85 million is on the table if certain financial milestones are achieved. Rotation Medical is dedicated to transforming how rotator cuff tears are treated. The Plymouth, Minnesota-based company developed a collagen-based bioinductive implant derived from bovine Achillestendon. About the size of a postage stamp, the implant is delivered arthroscopically. It is designed to foster the growth of new, tendonlike tissue in the rotator cuff and earned FDA clearance in 2014. The treatment boosts the body’s natural healing response and has the potential to stop tears from getting worse andreduce the likelihood of retears, Smith & Nephew said in a statement. Rotator cuff tears are typically treated withsurgery, but many people delay surgery until the injury and pain have progressed, Rotation Medical says. While this allows patients to put off the long rehabilitation period and lifestyle changes that accompany recovery, italso makes it more difficult to repair the tear. “Rotation Medical furthers our strategy toinvest in disruptive technologies that accelerate the transformation of Smith& Nephew to higher growth,” said Smith & Nephew CEO Olivier Bohuon inthe statement. “The Rotation Medical Rotator Cuff System is an innovativetechnology serving unmet clinical needs. It is highly complementary to ourSports Medicine portfolio and provides a compelling new treatment option forour customers.” Smith & Nephew will sell the productthrough its sports medicine sales team, as well as through Rotation Medical’ssales force. The company also plans to file for regulatory approval in the EU.

Source: FierceBiotech

http://www.fiercebiotech.com/medtech/smith-nephew-to-acquire-rotation-medical-for-up-to-210m

2. 根植欧洲,意在全球:法国脊骨移植制造商Vexim以2.16亿美元被史赛克收购

概要:史赛克近日收购了法国脊骨移植制造商Vexim,总计斥资2.16亿美元。Vexim方面对这一收购表示兴奋,并相信史赛克能够帮助自身结合在欧洲的已有优势,进一步向国际市场扩展,从而推广自身的SpineJack技术,成为全球背部损伤治疗的领导者。这家公司的SpineJack器械计划在明年进入美国的510(k)审批阶段。

Vexim的SpineJack器械

相关报道:

Stryker to acquire French spinal implant maker Vexim for $216m

Oct 25, 2017

Stryker (NYSE:SYK) yesterday acquired amajority stake in Vexim for roughly $216 million and plans to buy the rest ofthe French spinal implant maker today. Kalamazoo, Mich.-based Stryker paid €20($23.63) per share for Vexim’s stock and €3.91 ($4.62) per listed warrant, fora total equity value of €183 million, Vexim said. The deal is expected to close during the fourth quarter. “We are really excited by this transaction and enthusiastic about our future integration into Stryker’s interventional spinebusiness, which we view as highly complementary to Vexim. Stryker willsignificantly help us achieve our objective to become a global spine trauma leader, through consolidation of our European presence and expansion of our international footprint. We will benefit from Stryker’s broad customer base and commercial platform in back trauma surgery, enabling further acceleration inthe adoption of the SpineJack technology. Stryker is the ideal partner to lay the ground for Vexim business on the promising US market,” CEO Vincent Gardèssaid in prepared remarks.

Vexim’s clinical trial of its SpineJackdevice, compared with balloon kyphoplasty, is on track for a bid for 510(k)clearance in the U.S. next year, Gardès said. “As Vexim enters its next chapter of growth aspart of Stryker Corp., I would like to warmly thank our reference shareholdersTruffle Capital, which co-founded the company, Bpifrance and Kreaxi, all of which steadily supported Vexim over the years,” he said. “This transaction further illustrates the power of medtech radical innovation in France,” added Truffle CEO Dr. PhilippePouletty.

Source: MassDevice

http://www.massdevice.com/stryker-acquire-french-spinal-implant-maker-vexim-216m/

行业盘点

1. 丢掉拖油瓶还是保持多元化?礼来纠结不断,动物健康板块Elanco何去何从?

概要:近日的礼来制药,裁员不断,颇不平静。尽管这家公司在今年第三季度的销售业绩颇为优异,打破了华尔街的预测,但是其动物健康板块Elanco似乎也面临着被卖出去的命运。对于Elanco,礼来方面正在考虑战略性选择,包括卖出这一板块或者将其IPO,具体决策将于明年年中宣布。自从礼来2014年以54亿美元收购诺华的动物健康板块之后,Elanco就得以迅速壮大,2016年更是和Boehringer Ingelheim的Vetmedica以8.85亿美元合并。今年以来,Elanco为礼来带来了23亿美元收入。

相关报道:

Lilly weighs spinoff of bulked up Elanco even as it beats Streetestimates in Q3

Oct 24, 2017

Already working to slim down with thousands ofjob cuts, Eli Lilly announced on Tuesday it's looking at options for animal health business Elanco that could include a sale. At the same time, the drugmaker reported Street-beating sales for the third quarter, prompting it to boost its guidance for the year. Lilly says it is "reviewing strategic alternatives" for Elanco the animal health business that it has considerably bulked up with its $5.4 billion deal for Novartis' animal healthbusiness in 2014, followed by a 2016 acquisition of Vetmedica, from BoehringerIngelheim for $885 million. The company has "grown Elanco to a sizeand scale that now allows us to consider a variety of options to maximizefuture value," CEO David Ricks said in a statement. Lilly said it might still keep the business but is also weighing an IPO or sale of Elanco. It'll make an announcement on its decision by the middle of next year, according to its third-quarterearnings release. Overall, Lilly reported sales of $5.66 billionin the third quarter, a 9% increase over last year to beat consensus estimatesof $5.52 billion, even getting some benefit from insulin sales which have beenunder pressure from payers. Humalog beat sales estimates by $53 million. Lillyraised its 2017 sales guidance to $22.4 billion to $22.7 billion, from aprevious range of $22 billion to $22.5 billion. But third-quarter earnings took a hit on therecent large-scale slimdown the company announced that will cut 3,500 jobs inan effort to save $500 million in annual expenses. That move cost the drugmaker $1.2 billion up front. Reported EPS was 53 cents per share for the quarter,down 29% from the same period last year. Non-GAAP income and earnings per sharewere up 19% each versus last year's third quarter. So far this year, Lilly's Elanco has generated$2.3 billion in sales. A year ago, some market watchers wondered if Lilly might move to unload Elanco as the unit's sales dragged. But former CEO JohnLechleiter defended the unit, saying it was important to diversify thedrugmaker's revenues. Since taking the helm this year, new CEO Rickshas been on a turnaround mission, focusing on new drug launches and tweakingthe company to be more efficient.

Source: FiercePharma

http://www.fiercepharma.com/m-a/lilly-weighs-elanco-spinoff-as-it-beats-street-estimates-q3

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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