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EvaluatePharma年度巨献:《制药&生物技术:2014年回顾》

来源:生物谷 2015-03-23 09:52

2015年3月21日讯 /生物谷BIOON/ --挖掘机技术哪家强,山东蓝翔找。。小编已被这广告深深毒害,其实本意要问的是全球制药哪家强!近日,全球领先的医药市场研究机构EvaluatePharma隆重推出了名为《制药&生物技术:2014年回顾》的关于医药产业的年度报告。(报告地址:EP Vantage Pharma & Biotech 2014 in Review。点击下载PDF文档:EPVPB2014)生物谷小编为大家整理编译如下:

报告指出,制药和生物技术已强势回归,并购(M&A)交易在2014年达到了创记录的2120亿美元。这一良好势头也扩大到IPO市场。这主要归功于投资者对免疫疗法的狂热,2014年共计IPO 87个,募集资金共计63亿美元,这是自2000年基因组学泡沫以来IPO记录最好的一年。

该报告的亮点包括:(1)并购(M&A):并购市场表现狂热,包括阿特维斯(Actavis)660亿美元收购艾尔健(Allergan),帮助推动2014年并购交易达到2120亿美元。(2)IPO:2014年比2013年更加繁荣,IPO数量比2013年翻了一番,从44个增至87个,募得资金总额从29亿美元升至63亿美元。英国制药公司Circassia创造了3.32亿美元的IPO纪录。(3)新药:FDA批准新药数量较2013年上涨43%,达到了50个之多。(4)股票:全球制药巨头中,礼来的表现最好,股价在2014年涨幅达35%;葛兰素史克表现最差,股价在2014年跌幅达15%。

股价表现最好的3大制药巨头:礼来,艾伯维,阿斯利康

(1)礼来(Eli Lilly):在全球制药巨头中,礼来是2014年市值(market cap)涨幅最大的公司。这对于不关注礼来股价走势的人来说,确实令他们惊讶。不过,要是论销售增长或研发(R&D)生产力,礼来并非是表现最佳的公司。但过去一年里,投资者对礼来依然看好,推动该公司股价上涨35%,从2013年的51美元升至2014年的68.99美元,市值达到768亿美元。

(2)艾伯维(AbbVie):2014年对于该公司而言,可能是非常具有戏剧性的一年。这一年,艾伯维本打算收购英国制药商Shire然后将总部搬至爱尔兰以求降低税负。然而美国联邦政府紧急出台税收新规,扼制了这类税收倒置交易。这一举措直接导致艾伯维收购Shire一事流产。不过在年底,艾伯维研发的丙肝鸡尾酒Viekira Pak成功上市,之后与美国最大的药房福利管理公司Express Scripts签署了大宗独家协议,令投资者对其前景再度看好,该公司股价也从2013年的52.81美元升至65.44美元,涨幅达24%,市值达到1043亿美元。

(3)阿斯利康(AZN):在全球制药巨头中,2014年对于阿斯利康而言可能是最具有戏剧性的一年。总部位于英国的阿斯利康在这一年拒绝了来自美国制药巨头辉瑞(Pfizer)上千亿美元的敌意收购,而这一事件最终也引发了一场政治风暴。这一过程中,阿斯利康CEO Pascal Soriot向其股东做出了几个重大承诺,包括到2023年将收入提高至450亿美元。很显然,投资者对这些承诺很受用,而阿斯利康股价在这一年上涨幅度达19%,市值也较2013年增加143亿美元至889亿美元。根据行业新闻,辉瑞当时提供的最终报价是每股81美元,收购金额超过1000亿美元。

股价表现最差的3大制药巨头:葛兰素史克,赛诺菲,辉瑞

(1)葛兰素史克(GSK):从市值增长方面论,葛兰素史克堪称2014年表现最差的制药巨头。该公司在2014年股价跌幅达15%,市值较2013年缩水120亿美元至1076亿美元。该公司饱受仿制药重创,其超级重磅呼吸药Advair销售额从巅峰的80亿美元大幅下挫,而新的呼吸药物推进缓慢无法成功接棒。另一方面,在中国市场,葛兰素史克因2013年爆出的贿赂丑闻被罚款4.89亿美元,罚款倒是小事,关键是公司颜面无存。

(2)赛诺菲(Sanofi)和辉瑞(Pfizer):2家公司在过去一年股价变化不大,赛诺菲股价在2014年下跌2%,市值至1273亿美元;辉瑞股价在2014年小幅上涨2%,市值至1963亿美元。

根据报告内容,除制药巨头之外市值超过250亿美元的药企中(21家),表现最佳的3家公司为艾尔健(Allergan)、阿特维斯(Actavis)、夏尔(Shire),股价较2013年涨幅分别达到99%、53%、50%。(生物谷Bioon.com)

英文原文:Big Pharma's market cap stars of 2014: Lilly, AbbVie, AstraZeneca

Who can resist a numbers match-up? Not us, obviously. Even better when the winners are a bit unexpected. Today, it's market cap, courtesy of EvaluatePharma and its annual state of the industry report.

Market cap growth, specifically. And the top performers aren't necessarily those you'd expect.

Among Big Pharma, the company with the biggest jump in market cap last year was Eli Lilly & Co ($LLY). That could surprise some folks who don't follow LLY shares. The company isn't the best-performing among its peers, when it comes to sales growth or R&D productivity. Still, investors boosted Lilly's market value by 35%, with a share price boost to $68.99 from $51. Year-end total? $76.8 billion.

AbbVie ($ABBV) comes in second, during a very dramatic year. It was going to buy Shire ($SHPG) and move its headquarters to tax-friendly Ireland. But then the feds changed tax inversion rules, and AbbVie backed out. And at the end of the year, the company made it to market with Viekira Pak, its hep C treatment--and promptly inked a big exclusive deal with Express Scripts ($ESRX). Its market cap grew by 24%, to $104.3 billion. Share price at year's end: $65.44.

Then there's AstraZeneca ($AZN), which might have had the most dramatic year of all. (Except, perhaps, Pfizer.) The U.K.-based drugmaker fended off a hostile bid from Pfizer ($PFE), in a battle that grew heated, political and a bit impolite. In the process, CEO Pascal Soriot promised big things to his shareholders--including $45 billion in revenue by 2023--and apparently, investors listened. The company's market value grew by 19%, to $88.9 billion. Year-end share price: $70.38. Pfizer's final bid? £55 per share, or about $81 at today's rates. At the time, the offer was worth more than $100 billion.

Biggest losers in Big Pharma--by market cap growth, at least? GlaxoSmithKline ($GSK) leads that group, with a 15% decline. The company suffered some big declines in sales of its megablockbuster lung drug Advair, with newer respiratory meds slow to pitch in. And China slapped GSK with a $489 million fine in connection with that bribery scandal that broke in mid-2013. Not good for the company image. GSK shares ended the year at £13.76, putting its market cap at $107.6 billion, per EvaluatePharma.

Sanofi edged downward by 2% and Pfizer eked out 2% growth, rounding out the three worst market performers of 2014, Big Pharma edition. Among the smaller companies, Allergan ($AGN), Actavis ($ACT) and Shire took the growth cake, with Allergan skyrocketing by 91%, and Actavis and Shire each growing by about half.

The market cap rankings don't necessarily reflect revenue status, of course (or any other financial-statement measure, for that matter). For that, check out our Top 15 pharma companies by 2014 revenue report.

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