VC/PE/M&A. Healthcare Weekly(2017.11.27)

 2017-11-28 A- A+

作者:克莱尔

》投资零距离:美国高通风投基金投资印度上门医疗公司 Portea Medical

》水落现石头:Perrigo 以1.1亿美元将原料药业务出售给 SK Capital

》玩的就是心跳?LivaMova 决定将绩优的心律管理业务 CRM 出售

》放手或许是爱的一种?Takeda 拆分肿瘤等业务单元,携手 VC 扶持新公司!

私募融资 & IPO

1.投资零距离:美国高通风投基金投资印度上门医疗公司 Portea Medical

概要:美国高通公司的风投基金(Qualcomm Ventures,以下简称 QCOM)近日宣布向Portea Medical 追加 C 轮投资。Portea Medical 是位于印度的一家上门医疗服务平台,C 轮融资目前已达 2600 万美元。QCOM 的投资标的集中于移动设备行业,对该行业在印度的发展前景非常看好。

相关报道:

Qualcomm Ventures Continues Investment In Portea Medical

Nov 24, 2017

Qualcomm Ventures (QCOM) has participated in the latest funding round for fast-growing Portea Medical. Portea is developing aplatform to provide a range of home-based healthcare services to the Indiamarket. Qualcomm’s follow-on investment in Portea is part of a wider interest in growing India-based,mobile-enabled startups that are catching QCOM’s eye.

From website:

With Portea, you can be sure that you will receive hospital-quality healthcare in the comfort of your home. We provide doctors, nurses, and physiotherapists for home visits who have passed our rigorous hiring standards and have had their backgrounds and medical knowledge verified by senior doctors. We facilitate lab tests at home and medical equipment rentals, making health care more accessible for our patients. Portea Medical’s clinical procedures were developed in consultation with leading home healthcare professionals in the United States, ensuring that you receive only the highest quality medical care; all of our doctors are members of international medical accreditation bodies. As a result of using our services, our patients are able to stay in their homes longer, save money, and have peace of mind.

Source: SeekingAlpha

https://seekingalpha.com/article/4127544-qualcomm-ventures-continues-investment-portea-medical

并购

1. 水落现石头:Perrigo 以1.1亿美元将原料药业务出售给 SK Capital

概要:位于美国纽约PE公司SK Capital近日以1.1亿美元从Perrigo手中收购其原料药业务。Perrigo于1887年成立于爱尔兰都柏林,宗旨是销售“可负担得起”的医疗产品,包括品牌非处方药。Perrigo的原料药业务总部在以色列,在出售给SK Capital后将命名为Wavelength Pharmaceuticals。根据Perrigo的CEO,此次交易将帮助公司更好地专注自身的核心业务。

相关报道:

SK Capital acquires Wavelength Pharmaceuticalsfrom Perrigo

Nov 22, 2017

Private equity firm SKCapital has reached a deal to acquire the active pharmaceutical ingredients(API) business owned by Perrigo Co. plc (NYSE: PRGO) for approximately $110million. The divestiture comes as Perrigo plans to focus on its core business. "Today's announcement furthers the strategic review process announced when I became CEO,” states Perrigo CEO John Hendrickson. “Actions taken as part of this review process have enabled us to simplify, focus and execute on our core businesses.” Hendrickson adds that Perrigo is continuing to look at “capital deployment opportunities” as well.

Founded in 1887, Perrigois a Dublin, Ireland-based healthcare company that distributes “affordable”healthcare products including store branded over-the-counter medicines. The seller also supplies infant formulas for the store brand sector. Perrigo’s API business, which is based in Israel, is being renamed to WavelengthPharmaceuticals as part of SK Capital’s deal. Wavelength Pharmaceuticals develops generic APIs and finished dose forms for a blue-chipcustomer base. The target also has operations in the U.S. and India. "We believe," according to SK Capital managing director Aaron Davenport,"that Wavelength represents a strong platform for further add-on and trans formational acquisitions and are already actively pursuing several opportunities. " New York-based SK Capital invests between $100 million and $200 million in businesses in the materials, chemicals and healthcare sectors. The firm manages approximately $1.9 billion in assets.In June, SK Capital bought two chemical manufacturing companies called WesternInc. and Tri-Tex Co. In 2016, SK Capital bought a majority stake in ingredients producer Niacet Corp. The firm also backed wine ingredients supplier AEB Groupand pharmaceutical chemicals provider Halo Pharmaceutical in 2015.

Source: Mergers &Acquisitions

https://www.themiddlemarket.com/news/sk-capital-acquires-wavelength-pharmaceuticals-from-perrigo?tag=0000015a-76a3-d477-a55b-76e792870000

2.玩的就是心跳?LivaMova决定将绩优的心律管理业务CRM出售给微创中国

概要:位于英国伦敦的医疗公司LivaNova近期宣布将于2018年第二季度正式将其旗下的Cardiac Rhythm Management(心律管理,以下简称CRM)业务卖给其合资人MicroPort Scientific。LivaNova的CRM业务专攻心力衰竭和心律不齐等病症的诊疗器械(如除颤器、起搏器、心脏再同步治疗器械等)的研发和销售。公司自2014年就和MicroPort Scientific在中国成立了合资公司,其中Rega起搏器在中国获批,成为中国市场上型号最小的起搏器之一。CRM在欧洲和日本市场的成绩也非常显著,在2016财年为公司创下了2.49亿美元的净销售额。但由于LivaNova高层认为CRM业务不再适应公司发展的新方向,公司自去年9月起就在寻找其CRM的买主。

相关报道:

LivaNova to offload Cardiac Rhythm unit for$190M

Nov 20, 2017

LivaNova has inked a pactto sell its Cardiac Rhythm Management (CRM) business to its joint venture partner, MicroPort Scientific. The all-cash deal is slated to close in the second quarter of 2018. The London-based company has been seeking a buyer for its CRM unit since at least September. The business develops and markets devices for the diagnosis and treatment of heart failure and cardiac arrhythmias. These include defibrillators, pacemakers and cardiac resynchronization therapy devices.

Cardiac Surgery and Neuromodulation make up LivaNova’s two other businesses. CRM has a strong presence in Europe and Japan, posting $249 million in net sales for fiscal2016. But LivaNova is letting the business go, as it no longer fits in with the direction the company is going. “The CRM business franchise is a global business and strong regional player with attractive assets, a robust pipeline and growth potential,” said LivaNova CEO DamienMcDonald when the company announced its plans for the CRM business. “However,it is no longer a strategic fit within LivaNova’s portfolio.” LivaNova teamed up with MicroPort on a joint venture in 2014, to market its CRM devices in China. Theduo has made steady progress since then, notching a China FDA approval forLivaNova’s Rega pacemaker, which became one of the smallest pacemakers available in China. “With this divestiture,we are building the right foundation,” McDonald said in a statement. “We are focusing our portfolio on businesses that contribute to our growth and drive shareholder value. In addition to the implementation of other initiatives,completion of this milestone will allow LivaNova to improve margins, drive profitability and deliver on our commitments to shareholders.”

Source: FierceBiotech

https://www.fiercebiotech.com/medtech/livanova-to-offload-cardiac-rhythm-unit-for-190m

行业盘点

1.放手是爱的一种!Takeda拆分肿瘤等业务单元,携手VC扶持新公司

概要:日本制药巨头Takeda近期把癌症业务拆分出了公司,并由6位曾在其中效力的科学家(包括Takeda的肿瘤药物发现业务领头人)自主成立了新的生物科技公司Chordia Therapeutics。公司的A轮融资来源于Takeda以及京都大学创新资本、三菱日联资本、三井住友银行风险投资等VC。其研究人员并将驻扎于Takeda的Shonan创新实验室,开展包括用于癌症治疗的CLK抑制剂、成人T细胞淋巴瘤药物等若干肿瘤药物的研发工作。Takeda的此次业务拆分及其对新公司的支持,背后是整个公司自2016年以来的研发思路的转变。公司将对位于美国和日本的肿瘤、肠胃病学、中枢神经系统以及疫苗的研发业务进行重组。目前,Takeda的Shonan研发中心正在转变为一个创业公司孵化器,用于支持从公司拆分出的公司以及合资公司,如Cardurion,Scohia Pharma和T-Cira等。

相关报道:

Takeda spins off cancer assets to incubated startup

Nov 22, 2017

A team of ex-Takedascientists has struck out on its own with cancer assets licensed from the drugmaker. The resulting biotech, Chordia Therapeutics, starts life with multiple oncology drugs, lab space at a Takeda site and funding from the Japanese firm and a VC syndicate. Chordia’s programs include preclinical CDC-like kinase (CLK) inhibitors with applications incancer and an adult T cell leukemia lymphoma drug. The assets were working their way down Takeda’s pipeline. But with the company rethinking its R&D strategy, a team of six ex-Takeda scientists, including the former head of oncology drug discovery at its Shonan site, has been able to pick up the programs and the means to develop them further. Takeda is providing support on every front. Chordia has lab space at Takeda’s Shonan site, which is undergoing a transformation into a startup incubator, and funding from its parent company. Kyoto University Innovation Capital, Mitsubishi UFJ Capital and SMBC Venture Capital contributed to Chordia’s series A, too. Chordia has also enlisted the support of Kyoto University’s Seishi Ogawa, who will use his work onsplicing factor mutations in cancer to help the startup develop CLK inhibitors that kill tumor cells. Takeda referred briefly to Chordia in its second-quarter results earlier this month, naming it as one of three companies founded through its entrepreneurship venture program.The drugmaker unveiled the others, discovery services shops Chroma Jean and Seedsupply, in press releases earlier this year. The emergence of the three startups comes shortly after Takeda spun out another drug discovery service shop, Axcelead. Each company is the result of Takeda’s decision to turn its research center in Shonan, Japan, into a startup incubator. The site isalso hosting and supporting other Takeda spinoffs and joint ventures, such asCardurion, Scohia Pharma and T-Cira. Takeda’s burst of startup creation activity took place on either side of its 2016 decision to restructureits R&D operation. The headline actions in the restructuring were there focusing of the operation around four franchises—oncology, gastroenterology, the central nervous system and vaccines—and two geographies, the U.S. and Japan. But the rethink has also led Takeda to conclude some assets are bestserved by startups, even if they fall within its areas of focus.

Source: FierceBiotech

https://www.fiercebiotech.com/biotech/takeda-spins-off-cancer-assets-to-incubated-startup

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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